441 results found
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US - W-9 request from contact page
Make W-9 request available from the contact page. Perhaps where financial details are manually entered. Why have to go over to the 1099 report?
6 votesHi everyone, we've released a new 'Tax Details' section for US customers in Contacts that allows you to request W-9s from a contact you've set up in Xero. From this section you'll also be able to see a contacts W-9 status and manually update this if needed.
We've also added additional fields for 'Name on the income tax return' (previously 'Legal name') and 'Business or disregarded entity name' in Contacts to match the 1099 W-9 Management space.
Thanks for sharing and staying updated with us here through product ideas.😊
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New Invoicing - Invoice Contact Groups
Update new Invoicing to allow sending invoices to contact groups as you can in the classic invoicing. It's ridiculous that something so useful has been left behind in the switch to the new style. I need to be able to amend the invoices I send out based on the individual needs of the group. It saves so much time to be able to create a default set of drafts that I can amend rather than having to go to each individual and create an individual invoice within that group. Please guys, piull this across!
52 votesThanks for getting involved and sharing your interest for contact group invoicing, everyone. Our latest updated for new invoicing means you can now create a new invoice for a contact group! 😊
If you've still be using classic invoicing, switch to the new version first through the banner at the top, or link at the bottom of any invoice.
Next time, you create an invoice for a Contact group you'll be taken to enter the details for your group invoice, in new invoicing. We appreciate all your input and feedback through the idea here.
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Manual Journal - Import with Tracking
Our client wants to export out of his customised software into xero. The developers have changed the software to fit the xero template but the tracking categories are not importing. I have spoken to a xero specialist and they believe it is not possible to have the tracking category automatically import. This would be a very useful feature for our client.
1 voteSorry it seems there may be some misunderstanding there. It is possible to import a manual journal with Tracking applied.
You'll need to make sure the Tracking Category and Options are spelt exactly as they are in the organisation into the CSV file in the appropriate column.
I've provided an example on this discussion for a customer that was importing invoices, and may help you with this.
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Bank Reconciliation - Reconcile against Statement
We would like the ability to reconcile transactions against a statement in addition to just reconciling from the bank feeds.
There have been so many issues with bank feeds, that often we find the statement balance does not match Xero. The issue with running the reconciliation report is that some banks will have some transactions from the closing date in the current statement and some of them on the next statement. The only way for us to break it out and match the balance is to export transactions to a spreadsheet and then change the date of those transactions in…
80 votesHey everyone, thanks for your patience! We're excited to announce that period reconciliation is now available for all US and CA organizations.
As per my last update, you'll find a new "Reconcile Period" tab within your bank accounts. If you have the Standard or Advisor role, you can easily enter the statement period dates and balances. Xero will then automatically display and select all transactions within that timeframe. Once you've reconciled the period, you can close it to ensure no transactions are accidentally deleted or unreconciled.
We know that many of you in other regions are also keen to access this feature. So we can track this separately, I've created a new idea and have added all users that had voted here (outside of CA and US) to. If there are any updates we will share news with you all there.
Thanks for your feedback!
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New Invoicing
Not all businesses want to set up credit card payments. We actually use another system to generate our invoices as they are complex. I have been repeatedly asked to set up stripe and an authenticator with every step when keying in new invoices - I do not want to do this. I started to investigate and have now been charged $59.99 for an authenticator I do not need. I am incredibly frustrated and want my money back. I have contact the app company however it was xero's repeated badgering that caused the error. please remove the call to action
2 votesThanks for the screenshot, Nicole. Appreciate if you're not intending to set up credit card payments that this continuous pop up would be frustrating. This indicates that the Stripe payment service setup was entered into at some point but hasn't been completed. You should be able to stop this from appearing by removing Stripe as a payment service from your organisation. We have some help on doing this, here.
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New invoicing - More Address Lines when adding contact details
When sending an invoice to a new customer using the new invoicing you can only add one address line before the Town/City field. With the old invoicing you could add multiple address lines before the Town/City field (as you can also do with their Contact page and clicking edit).
With new invoicing this is difficult. Every time you need to add an address to a new invoice going to a new contact within the invoice screen then you only have one address line above the town/city field.
To add more address lines above the town/city field you need to amend…8 votesHi team, we’ve made and released some recent enhancements to the ‘Contact’ field and contact card within new invoicing.
Hearing your feedback here, we added more address lines to the contact card within new invoicing so you can add your full customer’s delivery or billing address on the fly. You’ll also see you can quickly look up and select addresses for your contact, as well as edit or add the Attention to without needing to go to the contact record. Thanks for your interest with us here.
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Bulk reconcile bank transactions for accounts without bank feeds
We have deposit and cash accounts with no bank feed, I would like to be able to reconcile a whole month's transactions in one go rather than each individual line (mark as reconciled).
I know the balance at the end of the month is correct so I would like to be able to tick all transactions and 'mark as reconciled' in one hit.2 votesHi team, this is already possible. However in order to bulk mark as reconciled you'll need to enable this option.
When in a bank account in Xero, click the '?' icon at the top of the screen where you should see the option to turn on 'Enable Mark as Reconciled'. Its based on your user login so while this will turn it on for yourself, another user in the organisation will need to follow these actions to for themself.
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New Invoicing - Add last items
New Invoicing - Add last items
The new invoicing interface currently being rolled out does not include this feature. This feature is fundamental to my use of Xero for invoicing.
1 voteHi Keith, if this option isn't appearing where you'd expect I'd recommend raising a case with our specialists through Xero Central so we can take a deeper look into things with you.
If you have previously entered an invoice for the same contact, you should see this option appear not long after adding the Contact. I've attached an example
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AU Payroll - Timesheet report for leave
Would be great if we could run a report detailing which staff have taken leave (annual, personal) during the period to confirm it agrees to leave entered in Xero Me.
2 votesHi team, just returning to this idea, I've slightly amended the title and we'll move across to delivered.
As mentioned in my last update, you can use the Leave requests report which will show the start and end dates, as well as units and dollar amount. It's also possible to run the report for all, or just specific employees for the period. 🙂
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Invoicing - Return to the Awaiting Payment screen after adding a customer payment
Previously when making a payment once you added the payment it took you back to the awaiting payment screen (where it showed the name just paid and give you the option to send a receipt) now it takes you to the paid screen. This is a real pain when you are doing eft receipts for multiple clients.
12 votesHi everyone, completely understand the logic and why you'd want to be returned to this screen once applying a payment. Our team have released an update so you'll now find you're taken to the Awaiting Payments list once a payment is applied to an invoice in new invoicing. Thanks for all sharing with us, here.
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UK Payroll - Edit approved leave requests
The leave process is not flexible enough. Once a request is approved, it can't be changed - only declined which is incorrect. Need to be able to amend/delete after approved. There should be the option to book as days not hours as our employees have day entitlement, this should also be able to be shown on payslip as days remaining. Why also is the leave balance report not being opened to UK
3 votesHi team, currently a user with payroll admin permission has the ability to edit approved employee leave requests, by going to the employees record, clicking into the leave tab, selecting the three dots where they'll see the option to edit.
In regards to setting leave to be based on days this isn't possible as the earnings are based on hours, and cannot be set to days.
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Remove VAT line from Invoice email template
I want to hide the VAT line from below the subtotal on the 'Invoice email' template. I can hide it on the 'Invoice PDF' but not on the 'Invoice Email'. I'm not VAT registered so it currently says VAT 0%. But thus may look confusing to my customers. I would rather it was either hidden or removed.
3 votesHi Sam, sorry we've not updated you here sooner. This is possible through your email settings. If you open the Email template that you apply to invoices you'll find a check box for 'Include action to online invoice and detail summary'. You'll want to deselect this option to remove that detail from showing in your invoice emails. Just a note it does strip back a bit of the formatting of the email but will help you achieve what you're after here.
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link invoices to contacts so can see them easily from contact view
If I want to see all invoices for a customer, I have to go to invoices and filter in various ways to get the results I want. This seems counterintuitive. I would expect to go to the customer under contacts and be able to see all information relevant to that customer including invoices.
2 votesHi Nicola, you can see all invoices for a customer from the Activity tab of their Contact record. There are options to either view all, or just Invoices or Bills. From the tab it's also possible to filter the invoices by Status or other options.
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Bills to Pay - Feature to save Supplier Statements
Description:
I would like to suggest the incorporation of a new functionality in Xero that allows users to save supplier statements within the system. This feature should not post any transactions to the chart of accounts but instead, save the supplier's name, balance, and date as a memo associated with the statement. This information should be viewable within the supplier's profile.Implementation:
The saved statement details should be accessible in a dedicated section of the supplier's profile, providing a historical record of statement balances on specific dates. Furthermore, these statement details could be utilized in the Aged Payables report, either…11 votesHi team, as shared earlier - we made an update to Contacts a little earlier this year so you can now upload and save a Suppliers statement as a file directly to the contacts record in Xero.
It's also possible to add notes within the details when editing a contact which are visible on the right of the contacts record once saved.
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file library to dashboard
I would find it helpful to be able to add 'file library' to my dashboard. I have to upload receipts for on account purchases through the month in preparation for the end of month statement and it would speed things up to be able to open file library from dashboard
1 voteHi Sandra, while there isn't a button directly on the dashboard you can easily navigate to the Files library from anywhere in Xero using the keyboard shortcut '/f'. 🙂
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Profit and Loss report - exclude zero balances when comparing tracking categories
Hi Xero Support,
So basically, I would like to generate P&L by Tracking Category only for those categories which have activity during the month, those which have no activities (zero transaction), I would like to exclude it. So, my reports will be not too long and comprehensive.
QuickBooks has this function (--)v
Budi
1 voteHi Budi, perhaps related to how you've set the report up however this is already possible with the 'Compare tracking categories' selection. For example if you select 10 tracking options to compare in your Profit & Loss and there is no activity for 2 of your tracking options within the period these columns will be excluded when the report is run.
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Bridging letter SOC2
We require a bridging letter to the SOC Type 2 report to cover the period 1 November 2023 to 30 June 2024 for audit purposes. When querying Support I was referred back to the generic link to download the above report. How do I obtain a bridging letter for the remaining period?
2 votesSorry we've not updated you here sooner, Alison. Since you initially started the idea here we've published an updated SOC2 report that supersedes the period you mentioned. If you need any further help with this, I'd recommend coming back into our Xero Support team they should be able to help you further. 😊
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Contacts - Bulk edit contact defaults
Bulk Edit/Updates - for all or a selection of Customers or Suppliers in particular Sales Defaults such as Sales Account, Invoice Due Date, Discount, Branding Theme and Region and Purchase Defaults such as Purchase Account, Bill Due Date and Region
3 votesHi community, returning to the idea here it is possible to bulk update all these details for multiple contacts at a time through the export/import with CSV. You can read more on this in our help here.
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Bills - Link to view historic bills from the same contact from the bill entry screen.
When entering a bill make an easy link to view historic bills which have been paid
1 voteHi Susanne, you can right-click on the supplier name, and select 'Open Link in New Tab'.
This will open the contact's Activity screen in a separate browser tab, showing their previous invoices/bills. 🙂
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Sales Invoice - Ability to add Web link or QR code to Invoice or Receipt for Google review
It would be fantastic to have the ability to add a web link or QR code to a Googe review page or other external link (website, facebook etc).
When an invoice or receipt of payment is sent it would be great to follow this up asking for client to give feedback on service provided or to have them follow along on social media etc.2 votesThis is possible for sales invoices with the use of an advanced branding theme. You could download the docx template and insert an image (QR code) or statis text (a link) where you'd like within the template that customers could reference and use to review your business.
There is no template for receipts atm, but we have a slightly different idea for this that you may like to add your vote to.
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