1605 results found
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Project - Automatically import individual time entries from projects to payroll timesheets
To import individual time entries from projects to payroll timesheets, at the moment this only comes through as a bulk time for the day, you then have to manually add the time to the particular pay item if you use more then one pay item. Very frustrating and time consuming, would be nice to have this automated.
15 votes -
Reporting- Customize Columns (Add/ Remove any column from Company fields or Contact fields)
Allow any field from the company or contact field to be added to report columns. e.g. Company account ID so once a report is downloaded we can use Vlookup and consolidate data from several different reports, Company City, or State so we can evaluate sales based on geography. The currently available columns in the Reporting are very restrictive and do not allow a business to make smart decisions as data is scattered or not available easily.
1 voteHi Lynx, appreciate raising your idea in community. While we don't intend to make every field of a contacts record visible in every report appreciate your detail around the Location and Contact Account Number that you'd like to be able to view. Are there any specific reports you'd find this most useful in?
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Sales Invoice - Print each customer's payment term on tax invoice
Does Xero have any plan to put the payment term feature showing on tax invoice in near future? Currently, we setup on each customer record. But the payment term is not printed automatically for each customer. Hope to see this feature soon on all printed invoice.
4 votesHi Emily, there's no way or immediate plans for enabling differing payment terms per contact on invoicing atm.
Right now, if you have differing payment terms for different sets of customers, they way to represent these differences would be through the use of invoice templates.
You can then set a default branding/template to be applied to each of your contacts which'll be auto applied when you raise and send an invoice for them.
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Quote - Bigger space for terms
When creating quotes, there is not enough space to add our Terms and Conditions in the relevant field. There are nowhere near enough characters. Please can you increase the size of that, and also allow us to have smaller text there too. We have long terms and it's very important we get them in.
9 votesHi team, while we don't have plans to increase the space directly within the Quote on Xero there are two ways you could go about adding larger terms to your Quotes. You could;
- Attach the (externally created) file with the full T&Cs to each quote as it is created, and then include it as an attachment
- Use an advanced invoice template for your invoices/quote etc - making the document the second page of the advanced template.
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Billable Expense - Copy billable expense details when copying a bill
Xero to copy billable expense lines when copying a bill or entering a new bill using 'add last items'. At the moment, the nominal lines and split detail are copied but if each line has previously been allocated to a customer as a billable expenses, this is not copied and needs re-entering line by line.
12 votes -
Xero Accounting app | Invoice - Ability to reorder/sort invoices
Please could you enable the option of re-ordering an invoice on the mobile app. Sometimes invoices need to be changed or additions to be made to specific dates. For example, if I want to amend my invoice and add a charge , I would like to be able to press a re-order tab, to make all items billed live, so I can move then up or down the invoice. It is not a new idea, a lot of payment software have this as standard.
5 votes -
Invoice Payment: Bpay integration - Using BPay reference number for invoice reference number
Ability to use BPay reference number for invoice reference number.
Purpose: Users can easily have an option to utilise BPay reference number as their invoice number.
22 votes -
Invoice Reminders - Ability to send manually
We need to be able to send reminder letters through Xero but as and when, and to all customers, not just those that have fallen overdue since turning on the function. We have just migrated and have to go through each account and send an email outside of Xero to chase these so therefore no audit trail. This seems a key feature which is missing and easy to implement.
11 votesAppreciate you raising the idea, Emma. To round back and confirm current functionality - If needing to send emails for invoices to multiple customers at once you could use the email feature from the contacts list view - See our Xero central article for detail on this.
If it's something you'd commonly do you may like this article in helping you set up email templates where you could create and save a custom template that you'd use when sending an overdue invoice.
It'd be good to hear if there is detail that this method doesn't help you resolve, that we can share back with our product team.
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Expenses - Option to 'Query' in addition to Approve or Deny
Expenses - Claim query function. Rather than just approve or deny, an option to query with a note to the submitter about the details of the claim or to add a better/proper receipt etc
1 vote -
Sales Invoice - Automatically send invoices when they are raised
We would like to generate invoice data from our proprietry software which will be posted as authorised invoices and those invoices be automatically emailed to our customers.
18 votes -
Sales invoices Ability to mark an invoice as 'confidential' & hide from some users
Could there be a function added to hide invoices attached to expenses so they can be kept confidential from other users?
3 votes -
Projects | Quotes - Pull through Item description as well as name
In Projects, when we add tasks to the project (pulled from Products and Services) and then Create Quote, the Product or Service name is what imports into the description line in the Quote and not the description from that Product or Service, as it does when creating a quote outside of Projects. Having this consistency makes sense (and is strange that it is not already the default) but it makes creating a quote from projects cumbersome, as the description needs to be added manually.
3 votes -
Purchase order - Use total cost and number of units to calculate unit price
Ability to enter total amount of Purchase Order and number of units, then the unit price will be automatically calculated. Have quotes given by suppliers that are a fixed amount that cannot be changed, and because of the Unit number the total has to round up, it doesn’t give the same total.
3 votes -
Xero Projects - Needs Total Estimated Hours & Total Used Hours (for Tasks) at top of Projects
Xero Projects - Needs Total Estimated Hours & Total Actual Hours (for Tasks) at top of Project. We quote projects based on hours and $ for each task. We would like to be able to easily see 'total hours' at the top of the screen for the project, and then total hours used, so we can see how many hours we have left to go on the Project (helps us to keep worked hours in check). At this point I would have to manually add up all hours for all tasks to get a total, which is tedious, and then…
8 votes -
Quotes - Make the Title Field searchable
Why can't we search quotes by title? It would be so useful and its so overlooked by the design team. I have loads of jobs for one client and I have to sift until I find it rather than search my the job name. Please Zero!
9 votes -
Tracking category on Automatic fees from Payment services
There should be an option to add the Tracking categories in the automatic fees from the Payment services such as Paypal, Stripe, etc. This is a small update but can save a lot of time in EOM processes so we do not need to do Find and Recode at the month-end for these transactions.
9 votes -
Contacts: See a contact's full spend history
I am a relatively new user to Xero but have over 35 years MYOB experience as an Accountant. While I enjoy many of the Xero features there is a fundamental one that is missing and frustrates me endlessly. In MYOB under contacts there is a history tab where you can easily see spend history by month for several years for customers and suppliers. This is such a simple but powerful screen that is completely missing in Xero. Running reports is slow and un-necessary.
Have you considered offering this simple enhancement to Xero?
5 votes -
Invoice Payment: Go Cardless - Pass Go Cardless Fees to client
Pass ACH fees for Go Cardless to Clients
8 votes -
Reconciliation | Find & Match - Payruns and superannuation payments
The purpose of this development would be to add the wages payable & superannuation payable entries to the Match, Find & Select menu. This would allow you to see the payrun for the week or superannuation processed by the program and match as appropriate.
The purpose of this development would be to allow users to see the payment and the actual information processed in Xero and potentially correct issues (e.g. reduce potential underpayment of superannuation/wages at point of reconciliation instead of months later).
16 votes -
Quote - Ability to view previous iterations of a quote
Being able to view previous versions of a quotation to see any changes that have been made.
20 votes
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