4180 results found
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Contact | Merge - Retain contact and financial details
It would be really helpful when merging suppliers if there was an option to keep all contact and financial details with the updated contact. When an existing supplier joins Xero and starts sending Xero generated invoices that you can upload to Xero if the name is even slightly different it creates a new supplier. This could be as basic as Ltd vs Limited. When these contacts are merged all the existing information is deleted and needs to be re-entered. An option to keep all existing contact information would be great.
6 votes -
Bills - Enter multiple bills on one page.
Add a feature where you can capture bulk supplier invoices.
You can select your supplier from a dropdown, type the invoice number, type the description, select to add a file, select account detail (sales account) and type in your amount.
This will save much more time vs opening the supplier account, add new bill, etc, etc, or copying a recent bill and just typing over it ... it's tedious and time consuming the way it is set up now.1 voteHi Louleen, rounding back to your idea here. From what you describe it sounds like majority of the contents of the bills are the same? If so perhaps a repeat bill template could be an option. If you set this to create a Draft bill you could then just review and make any adjustments.
Also if you already have existing bills that need entering you can back date a repeat bill template and dependent on the cycle you set e.g 'repeats every x days' you could spin up multiple bills from one template at once.
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Emailed bills - Save as Draft without needing to click Log In for each one
When I am emailed a bill from a vendor who also uses Xero, I click the link and open that bill in a browser. Usually, I am already logged in to Xero in another tab in the same browser. Usually, there will be multiple bills to open this way.
For every single bill, I have to click to log in to Xero to save it as a draft in one of the organisations I have access to. It's a small thing, but I'd like to not have to do that if I'm already logged in to Xero in another tab,…
1 vote -
Xero expenses - Ability to export submitted expenses
Currently expense reports are not fit for purpose. You can't even order non-approved expenses by date or export them.
You need to be able to order unapproved expenses by date and by project/customer.
You need to be able to add description and project/customer information into the expense claims report.
Xero is **** at expense management frankly and with a few minor changes could be so much better. I should get a refund on my subscription for the wasted time.
12 votesSorry to hear your're not satisfied with Xero Expenses, Jeremy. Appreciate there are a few things that you've noted that you feel could enhance your experience when using expenses.
We do try to keep one idea per thread to make it simple for community to understand what they're adding their support and to help share this back with our product teams. I've adjusted the title of your idea here to reflect exporting expenses. We have an idea for changing the sort order here, and you're welcome to start new ideas for any other points you've shared too.
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Reporting - Accept 2 decimal places in Budget Manager
Modify the Budget Manager so that it accepts 2 decimal places and does not round to the nearest full dollar.
Rounding all figures means that the Net Profit amount is incorrect which means the budgets are incorrect.
36 votesThanks for your interest and input on this idea, everyone. Being upfront this isn't something we have planned at this time but we'll continue to monitor the votes and feedback coming through and will be sure to let you know if there's any change to this, here.
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NZ Payroll - Support for voluntary employer Kiwisaver contributions
With the current financial climate, employees are suspending their KiwiSaver contributions. The Inland Revenue (IR) allows the Employer to continue with the company's contribution voluntarily.
At this stage, it is not 'officially' possible for the employer to contribute to KiwiSaver if the employee is on a Savings Suspension in Xero.The employee is on a Savings suspension, then the company cannot contribute either. Also, when on a savings suspension Xero requires an expiry date, IR does not always provide a date; instead, advising us when to recommence the KiwiSaver.
If the employee's KiwiSaver is kept active their contribution cannot be…
3 votes -
Short-Term Cash Flow - Split payments on Bills
Hi
Client is wondering whether there is a way to split bills in the cash flow prediction to show half the bill being paid on this day and the remainder on another day. Currently you can tell it that we estimate to pay the bill in full on this day but can't see an option to split the bill.
Look forward to hearing from you.
Thanks
3 votes -
Dashboard - Add a quarter to date (QTD) column to the Accounts Watchlist
Please can a QTD column be added on the Accounts Watchlist rather than This Month? A quarterly client is requesting this as they view the Dashboard regularly and this would be extremely useful to them.
6 votes -
Repeating Invoices - Widen the display Column
In Repeating Transactions, you have a column width for Reference which is fairly decent, but then the data in that is truncated to the extreme. It takes up less than half the column width??????
Has it not occurred to your programmers to use the full width of the column and only suffix with ... if it still proves too small to display all the data22 votes -
Invoice - Ability to move "Pay Now" button to custom part of email body
Invoice - Ability to move "Pay Now" button to custom part of email body.
Currently as first part of email, "PAY NOW £***" is displayed in the message preview in quite a confronting manner. Ability to move it to any part of the email body would make our organisation seem friendlier.
23 votes -
Xero Expenses - Create receipt from body of email
I would like to be able to forward receipts I have received via email which are NOT attachments, but are inline / html receipts, and have Xero read them, like Expensify can.
I waste so much time receiving emailed receipts (BPME for example) which I then have to save as a PDF and forward / upload.
15 votesHi James, to clarify would this be when using Xero Expenses app to submit receipts or when emailing bills to your organisation? Thanks
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User Permissions | Projects - Read only access to Bills & Invoices of a project
We have assigned users to specific projects but in order for them to see the invoices and bills against this project the settings must be changed so that they can access all bills, invoices and contacts to amend.
I would like a feature so that someone assigned to the project can have read only access to the invoices and bills ONLY associated with this project. Allowing them to still run reports and view profitability on their project but they cannot amend invoices and bills or cannot access others that are not their projects.
17 votes -
eInvoicing - Provide PDF copy of bill
When using E-Invoicing - the customer does not get a PDF copy of the bill. How do you provide supporting documents?
4 votes -
Invoicing - partially copy invoice
Hi Community, we need to have the option to copy part of the invoice when we are doing it, and then, copy that on the same invoice we are working, many times we need to invoice the same things to the same client but separate it by levels or offices into the same invoice, we can save a lot of time with this function when we are writing a big invoice.
Thanks2 votes -
Projects - Keep timer on all pages
Hi - could the Timer appear on other Xero pages, not just the Projects page? So when the timer is started, it stays on the screen when we move between Dashboard, Business, Accounting etc. That would be great. Thanks.
4 votes -
User role - Permission to create Spend or Receive monies
The Receive Money function should be made available to users who do nothing else except literally receive money - ie sales people. This is especially relevant in small countries where cash is king and non electronic transactions are still in majority. I have one user who only needs to receive cash but I can't give them that function without making them an Adviser.
4 votes -
AU Payroll - Support for overseas employees taxed as AU residents
Can we please add an ability to add a new employee who is still an "Australian Resident for Taxation Purposes" but residing overseas for twelve months? Can't presently add an international address.
7 votes -
Activity Statements - Ability to generate comparatives for BAS and IAS
Are you able to generate comparatives button on the BAS's and IAS's for the previous period and the same period last year, like there is for tax returns? This would be a handy tool to use when reviewing.
6 votes -
Account Transactions report - Add Transaction number
I exported the Detailed Account Transaction Report. Additional column I need is the transaction number so I could group or filter the specific transaction/s that I want to conduct further analysis.
Thank you.
6 votesJust to check, when you say Transaction number would this be the journal ID or the transactions reference number, Archie?
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Custom Report - Ability to Hide/Unhide Columns
Currently we create a budget for each tracking category (department).
I have created a custom report which includes the budget for each category. I then use the formula function to sum the budgets together.
I only want to see the formula column in the report outputted. (I realise that columns can be hidden when data is exported to Excel)
I understand that there is not a way to show a formula column without all the individual budget columns.
Enhancement suggestion: include a radio button for each column to hide/reveal that column in the report
16 votes
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