4171 results found
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Make sales transactions visible in "Sales" tab of Xero App for VAT Cashbook users
Currently the Sales tab in the Xero app offers no purpose at all for users of Xero VAT Cashbook subscription because they are unable to create invoices.
I propose that Xero make sales transactions visible in "Sales" tab of Xero App for VAT Cashbook users, enabling them to use this to view income (identical to the Purchases tab) which would enable them to take and upload photos of invoices to attach to income transactions.
1 vote -
cis
Be able to use the CIS codes 321,322 and 821 when making a payment from spend rather than posting an invoice first
1 vote -
Overall budget report - add annual (and quarterly) total column
In the overall budget report, add column for annual total.
Add additional option to include quarterly or triannual sub-total columns.1 vote -
1 vote
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Stripe Fee - Pass full amount to customer
For volume based businesses, we lose money (30c per transaction) on the stripe fee we pay vs what we can pass onto the customer (because there's no option currently to just pass on the full fee, just a %). That % can't legally be higher than what we are charged, and we can't add the 30c fee to the % anywhere in settings. When we're processing 1,000 transactions per month, we lose $300 to fees. For a small business, this isn't justifiable. Most small businesses that have high volumes are low cost, so they rely on volume of sales to…
1 vote -
Running timer sync between app and web
At the moment, starting a timer on the phone app will "stay local" to the app (i.e. opening XPM on the web does not show the timer running).
It would be good if the system was aware of the fact that I am timing a task before it's completed, so if I start it on the laptop (e.g. because I am in a call and I can't easily do it on the phone) I can stop it on the phone and viceversa.Also, as things stand, an app crash might make me lose the timer.
1 vote -
Products and Services (Inventory) pricing updates
The ability to update pricing changes with one click on repeating billing.
As a company that has billing that is related to the rate of exchange, our pricing changes on a regular basis.
We have a large client base that have repeating/recurring billing that needs to change with the pricing changes, the Xero system currently does not update the prices on the repeating invoices if there are changes made to the inventory pricing, therefor we need to assign staff time and resources to manually updating each separate invoice, which is problematic.
On other accounting packages they have a notice that…
1 vote -
Sales Invoices for VAT Margin Scheme without VAT showing to Customer
Margin scheme invoice without showing VAT to customer as this shows the VAT on the profit made, and we do not want to show the customer the profit made. Currently preparing invoices separately and uploading with margin information to Xero afterwards.
1 vote -
expense claim report for company money
Our company are making use of the "personal money" and "company money" options to submit their expense claims. There is a report to track cost paid with personal money but no report to track cost paid with the company money. This report will be critical for commission calculations.
1 vote -
AU Payroll - Option to file STP for employees residing in NZ and ability to add NZ address to an employee
an employee has moved to NZ, we are still paying him wages but currently Xero doesnt allow for STP lodgement thorugh the payroll functionality, would be good to have this added, No PAYG & No super is aplicable because of the treaty between AU and NZ - also would be good to have the capability to add in his NZ address to his employee details
1 vote -
Export to Excel - Provide DATA exports in Excel format
Provide the export to excel as RAW data exports eg Pivot Table Ready to assist with analysis of Organisations data. Having to go thru each export and remove formatting, control break data, ungroup data before it can be used to provide input into analysis spreadsheets.
Excel is a data analysis tool, not a Publishing / Report tool.4 votes -
Rollout of product updates, prioritise Xero Partners
During rollouts of Product Updates, Prioritise Xero partners for updating before "Business" or "Staff" users.
Hopefully my clients don't get it before me. I wanted to create a tutorial video for them, but hard when I dont' have it and potentially they do. similarly for my team4 votes -
Quotes - Create repeating quotes
I note there are repeating (aka recurring) invoices and bills.
I would like repeating quotes as well because every year, we issue a quote to some of our clients for maintenance agreements or hosting agreements. It is basically the same quote every year except that the amounts are adjusted for CPI1 vote -
Bills - Ability to Assign Project or Customer when importing
I have to create a biill with about 60 line items which contain a mix of duplicate and variable information. As there's no way to duplicate line items in bills, I employed a workaround by exporting Xero's inbuilt bills template file 'BillTemplate.csv'. In Excel I was then able to quickly and easily create 60 copies of the same line item, make the changes necessary and import the csv file into Xero which successfully created the bill containing the 60 line items - thus saving me hours of wasted time.
The only issue is that no provision has been made in…
1 vote -
CONTACT DETAILS
The contact details that show when invoicing are the mailing address, currently we do not have a packing slip option and this makes if difficult to process for sending - can it be an option to select which address you choose or each contact or have the shipping details showing on the invoice template to allow for shipment processing.
1 vote -
Modify Invoice Number After Importing Invoice Files
Ability to modify the invoice number once we import a file to create draft invoices.
When we were using the old version of invoicing, we have to import a file to create draft invoices and before we finalize and approve an invoice, we have to remove the "Invoice Number" field (captures our order number which we use a reference number) and once we approved it, Xero automatically generates the next invoice number.
*Please note that in the import file we have to put an information under the Invoice Number column that's why we have to use our order/reference number and…
1 vote -
state on customer income report
Every company in the US needs to report sales by state. I've been told by support that you require us to use the tracking feature to do this, which I find quite cumbersome, as there is no need to create a tracking category when every contact has a state.
Simply adding the state field to the Income and Expenses by Contact would resolve this.
Please do.1 vote -
allocate pay rate to working pattern and allow multiple patterns per employee
I work for a company where our employees can work on multiple contracts with different pay rates and different working hours for example 2 hours tues and wed at £11.50ph and thurs at £11.75.
It would be useful if you could allocate an hourly rate to a specific working pattern and then be able to allocate multiple patterns to one employee
1 vote -
Repeating invoices: Ability to copy them to create new ones
Users can copy and create a new repeating invoice, including placeholders and invoice frequency, from an existing repeating invoice rather than having to copy from an existing approved invoice
1 vote -
BUG Fix - Ability to search Unreconciled status under 'Bank statement' tab
The search criteria of Unreconciled Status doesn't work
1 vote
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