582 results found
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Cash Flow Forecast
I would like to be able to do a monthly cash flow projection. I would start with the cash flow from the past 12 months. I would present the average for each line item and give the forecaster the option to increase or decrease the figure for the coming 3 months. It would need some work to break out the revenue figure by account and to give a way to put in a projection for accounts or opportunities yet to be won by the sales team.
1 vote -
cash forecast
I would like to be able to do a monthly cash flow projection. I would start with the cash flow from the past 12 months. I would present the average for each line item and give the forecaster the option to increase or decrease the figure for the coming 3 months. It would need some work to break out the revenue figure by account and to give a way to put in a projection for accounts or opportunities yet to be won by the sales team.
1 vote -
Provide LineItemId on Invoice PUT
Recently Xero started surfacing the LineItemId for Invoice line items. This is a great initiative. However, to take full advantage of the LineItemId GUID's, we need the ability to send our unique LineItemId's on a PUT.
Assuming that we could to specify our LineItemId (and that it would be contained in the Xero Response) we would then have the certainty required to associate the Xero LineItemId response with our LineItemId's.
This feature enhancement is critical as our invoices always have multiple LineItems, often with the same quantity and Amounts.
We need a way to ensure we are able to match…
1 vote -
Make Purchase Order contacts work the same as Invoice contacts
Keeping with continuity, make a purchase order contact the same as a contact via an invoice or credit note, meaning the Xero API automatically matches them to the Name field or adds them if it can't find them.
Currently we must upload an address book and then link the contact using the ContactID or ContactNumber for Purchase Orders.
Why have one way of doing something, then another for something else?
1 vote -
Shortcut to PO's
I would love to have as short cut straight to Purchase orders from the main dashboard. :-)
1 vote -
When entering a bill, could there be an option included to repeat certain information on the next entry?
This feature requests really applies to Bill entry. Is it possible to include a feature where there is an option to re-enter a new bill to the same supplier and where the date previously entered will automatically repeat? This would make data entry quite a bit quicker.
1 vote -
Can we have the old feature of the A-Z tabs at the top when searching for contacts?
We used to have A-Z tabs on the top of the window to enable us to search for a contact. Could this feature be re-enabled as currently we cannot browse the contacts - we have to type in a name.
1 vote -
Approvals screen side by side view
It would be useful if invoices appeared in side by side view On the approvals screen to allow for easy checking and adjustments to data pushed in from OCR providers.
2 votes -
Add a URL field to the PurchaseOrder object to bring it in line with Invoice.
Add a URL field to the PurchaseOrder object to bring it in line with Invoice.
1 vote -
have a method to Download/Export BACS payment file in API
have a method to Download/Export BACS payment file in API
1 vote -
Fix broken linq count() processing on anything that is pagged like journals. Count is defined as the nuber of records, and cannot be pagged.
Fix linq count() to match stanadard, not massed up version..
Count cannot be paged, this is very basic..3 votes -
Filter reconciliation to show only monies received
When one is a bit behind on the reconciliations I think it would be useful to be able to filter the statement lines which need to be reconciled to show monies received only so that invoices can be quickly reconciled and overdue invoices sent off to clients. This would save trawling through pages of statement lines or searching payments in online banking then searching for that transaction among the reconciliation pages
1 vote -
Create Bank Transaction via API problem
Hello. I use Xero API and I got the problem with bank transaction method.
Does bank account should be "enablepaymentsto_account = true" for this or not?
Thanks1 vote -
Add 'does not contain' to the list of filter options in bank rules
I have a group of transactions coming in through the bank where only one small part of the refence is common to them all - this I have used for a bank rule.
However, there are other transactions including this small suffix which get accidently picked up from time to time - I would like to be able to exclude these from the bank rule to prevent accidental mispostings.
1 vote -
Be able to email attachments on invoices
When I send invoices to customers I have to attach the correlating support data to the invoice. At the moment I can attach the support data but I can't email it out from Xero. I therefore have to download each invoice and then manually generate an email from my email system for each customer in order to attach the data and invoice in a single email... a laborious process at the start of each month!
Life would be so much better if I could email attachments along with the invoice directly from Xero. This functionality is literally the only thing…19 votes -
Allow Bank Transactions - Receive Type to allow a line with a Quantity and zero dollar line/unit amount as does the UI..
The UI allows for a bank transaction line with a quantity but zero dollar unit amount and line amount. The API should allow the same function.
1 vote -
Exposing organization's timezone in ISO 8601 format
Currently Xero API exposes the timezone via Organisation endpoint as text eg. <Timezone>NEWZEALANDSTANDARDTIME</Timezone>
11 votes -
Make an option to view/print purchase and sales bills in the organisation's base currency
Make an option to view/print purchase and sales bills in the organisation's base currency
1 vote -
sales tax report
Able to access the Sale Tax Report via the API
8 votes -
1 vote
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