586 results found
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2 votes
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New Feature - Contacts Reform
• Contacts/Project Dashboard - The Contacts page could be improved with a dashboard of all relevant data for that Contact such as the P&L for the client and their projects. I would also like to see a Statement feature detailing all invoices and payments in journal display i.e. account debits and credits, filtered either by Contact and/or Projects.
• Sales Pipeline – A New Leads/Tenders/Quotes feature would allow the Sales team to add details for new clients and projects. Unsuccessful New Leads could be demoted to Old Bids which would keep the contact, bid and project details on the system.…
2 votes -
Contact's & Supplier's Transaction Report?
How can I get Contact's and Supplier's Transactions Report like general ledger?
2 votes -
contacts
I'd like to see each contact have their own email AND phone number, plus a note section i.e accounts/ workshop
Also, at the moment, the second contact must have an email - I'd like to be able to add a contact with as many or as little fields filled out e.g Sometimes all I need to add is another name with no email or phone number
2 votes -
Prevent me from adding new contacts so easily from the "Add Bill" (and similar) screens.
I have batches of 20 or more bills to add at once.
I want to do them quickly.
I know the supplier name is already in Xero and that autolookup will find the name if I just type the first 3 letters.
But alas! I hit the TAB key before the autolookup feature has worked, and now I've created a new supplier called Ral, or Mad, or Win, or Upg, or...
Please fix this, it drives me mad.2 votes -
Include account number on customer invoice report
Allowing the Customer Invoice Report to have an Account Number Field as more and more accountants use customer numbers rather than the customer name.
2 votes -
Add a notes panel to the dashboard
A notes panel on the dashboard would be great so other people in your organisation can see what the procedures are with that client.
there is a place to put notes in Practice Manager.2 votes -
XERO for your Business
We at Rayvat Accounting have expertise working on XERO accounting software. We are partners with XERO and service many Australian clients on XERO.
Rayvat Accounting provides quality XERO bookkeeping services to its clients on Xero. We are advisors on Xero Platform.
See my work: http://www.rayvataccounting.com/work-methodology/xero-for-your-business/
2 votes -
Manual Journals: Add Customer and Business unit to the API
There is currently no wat to choose Customer or Business Unit on the line item in the Manual Journals, that I can see.
I am using the c# api.
2 votes -
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 -
create a new report for suppliers customers
We need a report which can show all activity in suppliers/customers ledger by date ie invoice date, description, payment date. I cannot see anywhere a report like that which would be very useful.
2 votes -
Specify date range in Chart of Accounts
When you drill down to the transactions within a particular account in the Chart of Accounts it would be handy to be able to specify a date range so you see the transactions within that date range only.
2 votes -
Bank Rules Ideas
Hello, I have a couple of ideas...
1. Add Alphabetical SORT feature in Bank Rules
2. Duplicate an existing Bank Rule, slightly modify and choose a different bank account to add it too.
Thank you
Warm regards
Christel2 votes -
email notification
As a manager, I would like to receive an email notification when an employee submits a new expenses through Xero.
2 votes -
Be able to do a GET on item transactions
eg get all transactions affecting xyz item for abc period? Qty and value.
2 votes -
prepayment
Update documentation for Prepayment allocations. In current documentation you get the feeling that prepayment can have allocation only on Invoice, but if you send CreditNote or another Prepayment it works correctly.
It would be awesome to write this down in documentation and next time name the element TransactionID, or somehow so you don't think only Invoice is supported.
http://developer.xero.com/documentation/api/prepayments/#title6
2 votes -
add contact to a group when creating a contact
when you are adding a new contact, have the option available to add the contact directly into a "group"
2 votes -
Filter by Last Edited By
Is it possible to filter by lasted edited? I would like to exclude data that was last edited by the System and only data that was edited by a xero user
2 votes -
Bring back Xero Personal
I have previously used Xero personal and I have never found anything that I would rather use. I miss it and would love for you to bring it back to all the people who love to be organised but don't own a business.
2 votes -
List all organisations of users after authenticated with a xero app
I am an accountant, here is my suggestion i just create an app on xero and ask my clients to authenticate with the app. After authentication i need list of organisation of my client and basic organisation details .
2 votes
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