11 results found
-
Xero Files - Scrolling through documents in Files no longer possible?
With the old display, I could open a document and then click through a full screen view of each. Now its only a half screen view and its too small to read some small EFTPOS receipts! I know I can open the document in a new window, but the next/back buttons are gone and each document needs to be opened. Please reinstate the next/back buttons!!!
4 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
-
Dedicated Back Button
i feel like the interface could benefit from a dedicated back button to always go back to previous screen.
1 voteHi Darian, thanks for raising this with us here. We would be keen to get some more information on the scenarios that you find yourself in where the back button in the interface as compared to the browser would be useful. While we wait for some more details, we wanted to show you an idea that may be similar to what you're suggesting, if this is similar to what you're suggesting please let us know and we'll be happy to merge your idea with this. :)
-
Contacts - UK bank format updating
Currently we have a format in the UK for
Sort code XX-XX-XX
account number XXXXXXXXHaving an option as to whether the bank falls within the formats of current ones (UK/AU/US) and also include Swift and IBAN which are very common.
We need to be able to have the option to select which format depending on the contact, it would be great if you could add multiple. This would be very useful when dealing with an international company who has EUR, USD and also GBP accounts, we could also select them based on the currency.
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
-
Require attachments before bank reconciliation
Feature request: Require bill/receipt attachment before bank reconciliation
I would like the option to enforce a file attachment or receipt requirement before a bank transaction can be reconciled.
Specifically, an optional setting at the organisation or user role level that prevents clicking “OK” on the bank reconciliation screen unless at least one file is attached to the transaction. The setting could be based on transaction value too - only enforced for transactions $50 or higher in value, for tax compliance.
This would be very useful for audit compliance, expense control, and reducing follow-up work chasing missing receipts across different staff…
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
-
supplier reference number
We need to have supplier reference number /customer account number on the remittance.
without this we have to pull up every invoice to manually add this to each bank transaction1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
-
contact
When you click on the contact section, can the cursor go straight to the "search for a contact" box, so you don't have to use your mouse to click on this to then type in your search please.
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
-
AU Tax - Display foreign income worksheet on printed return
AU Tax - Display foreign income worksheet on printed return
Can you please ensure that the Individual Foreign Income Worksheet is generated and included when printing the ITR in PDF, even if the foreign income relates to dividends or interest (and not foreign rental property)?
This way, the worksheet will be attached to the PDF ITR, allowing the client to review the foreign income details. At present, the main form only displays the converted AUD amount, so including the worksheet will provide transparency around the original foreign figures1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
-
Supplier/customer
When printing a specific supplier/customer under contact information it would be great if there is a selection option that only shows invoices and payments ONLY and NOT including the payment allocation. This makes it easier to print and send out without confusing them.
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
-
Contact total spend/receive money, on contact page or dashboard
Easy way to see total money spend or money received for a contact for a set date range (year to date, this month, custom range). Ideally, be able to track this vs other contacts in the dashboard, eg, highest spending customer, most important suppliers etc. All the data is there but currently requires creating a report or exporting to a spreadsheet which is counterproductive. Really surprised it’s not a feature already to be honest as I was doing this in spreadsheets before migrating into Xero.
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
-
Customer - Contact Details - Invoices history
Good morning...In the customer contact screen, how can I re-arrange the columns - I need to see the Total first, then Paid, then Due. Thanks
1 voteHi 👋 your idea is being looked into by our Community team. We will be in touch soon to update you once your idea has been reviewed.
-
mandate - Show mandate status and progress etc.
Show mandate status and progress: In Sage one of the Customer fields is their mandate status. You can see when the mandate was sent, whether it has been submitted, is being processed, is now active or has been cancelled. These are crucial for us. We are finding it very hard to get even a couple of mandates set up due to the way that first invoices are processed (on their invoice date rather than as soon after as practical). Then we have no way of knowing whether a mandate has been sent or is being responded to. It's guesswork. In…
2 votesHi J, appreciate you sharing in product ideas however to make sure I share your feedback with the most appropriate team can you share a bit more of how you process mandates for your business with Xero?
It sounds like this may be through the use of Quotes?
- Don't see your idea?