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1408 results found

  1. individual tax return shouldn't validate if tax claim code A used in Medicare section but a spouse is reported , or should at least be a warning ...?

    1 vote

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  2. Customize the invoice template according to the need of the organization. On the template over the setting it should give the possibility for adding extra rubrics or fields that it will appear in the invoice as a separate section and just not adding in the "Description" field. Especially when we have to use two currencies and the exchange rate. And also when print the invoice out it doesn't as on the print preview.

    1 vote

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  3. Please provide functionality in Xero to turn off the contact name suggestions when creating an invoice, bill, receive money or spend money transaction. This is very frustrating especially if you make a mistake and it saves it, it is there forever. Also the list can get quite long. We need to delete the names that are not required anymore from the list. Please, please fix this issue up.

    1 vote

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  4. When you mark a PO as billed and copy to a draft bill the files attached to the PO don't remain with it and attach to the draft bill. Very annoying that you have to re-save the file and re-attach it to the bill

    1 vote

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  5. Importing and Exporting Bank Rules is a needed feature. It saves time with new client set ups and transitions from QBO files.

    1 vote

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  6. Importing and Exporting Bank Rules is a necessary feature to help complete with QBO. I've been slowly clients to QBO, but the bank rule process is tedious to rebuild in Xero one by one. I also would like to have a way to bulk delete bank rules for client that disengage.

    1 vote

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  7. I would like to suggest to enable the function of duplicates on customised draft reports within
    a particular Company and allow such reports to be made available/ export to the Report Templates at Xero HQ. This is simply to made easy of re-inventing / re-modify the entire skeleton of the reporting contents. This situation is applicable when we are preparing management account for various clients of identical industries.

    0 votes

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  8. We should be able to prepare and view future VAT returns where there are multiple unsubmitted returns. Ie. able to prepare multiple VAT returns for client approval at once. Currently, they have to be prepared and submitted before the next quarter's return is visible.

    1 vote

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  9. Can we have the control to change the color scheme/add logos etc to the email receipt clients get when they have paid an invoice by clicking on the email and paying through stripe/PayPal et. Currently it is very unbranded and not in our corporate colors. Thank you

    1 vote

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  10. Can you please add the GST filing frequency as a field to filter on when creating or building reports relating to GST.

    This is currently not an option to enter when adding a new client, would be great if you could though.

    2 votes

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  11. It'd be good to have the ability to attach files to published reports as sometimes there is a lot of work done in the background or information received externally that supports how you came to the end result. Especially for bank recs.

    2 votes

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  12. We are a booking agent and collect revenue less costs from venues , I currently use sales invoice to record sales(settlement) and enter costs as a negative amount that are an expense in my project, Project treats the deductions as a reduction in income not an expense, can this be fixed?

    2 votes

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  13. ability to run customer sales reports for all contacts showing sales for a selected month/month, year/year

    1 vote

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  14. Can we get an option to add a password when setting the lock date so that once set you can only change it if you have the password. It would then stop clients changing it after the accounts have been submitted.

    1 vote

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  15. Please can you include the workings (which are long and complicated) for top slicing relief on an insurance bond gain in the "schedule of data" report which I find to be very basic compared to what my previous tax software provider included. Otherwise it is fiddly and time consuming to check this manually.

    1 vote

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  16. Instead of showing only the cash out over the 12 months on the top of a contact show the total invoiced amount so that we could check all the invoices are on by matching the monthly figures to the statement.

    3 votes

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    Hi Rhys, while not from the contact's record you can run the Receivable Invoice Summary report with a few filters to get what you need here.

    If you Group by Contact and Filter by Approved you'll be able to see the invoices and a summary per Contact. If this is a report you'd want to view often, you could save as Custom to quickly access this anytime.

  17. I'd like to be able to add a sticky note to a client's Xero, for any reminders, tasks or notes, that will popup when we open the client ledger.

    1 vote

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  18. Essential for cash flow and projections, an annual report divided by month that includes source and base currencies.

    The "Account Transactions" report currently enables us to overview all accounts (Balance Sheet and P&L) in both currencies (source and base) but lacks a feature to display 12 months alongside each other.

    1 vote

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  19. Would it be possible to match a VAT payment or refund to a VAT return?
    This way we could easily manage the status of VAT payments?

    1 vote

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  20. Allow bulk cash coding as an overpayment to a supplier so they appear on the aged payables list instead of having to do them individually through find & match.

    1 vote

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