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4719 results found

  1. Ability to set up bank feeds for foreign currency Westpac accounts. For those that bank with Westpac in Australia

    17 votes

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  2. It would be helpful to have a "Skip" timesheet option for part-time staff to indicate that it's a non-work day (rather than assuming they've just forgotten to complete their timesheet). E.g. a checkbox above each day on the weekly timesheet that if checked would grey-out the relevant day. Rough example attached.

    1 vote

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     ·  0 comments  ·  Payroll  ·  Admin →
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  3. A drop-down list when adding a Task under a project for an Estimated expense or an Expense. We only see a list when we type something. What if we want to see the items in alphabettical order starting with the 1st item?

    7 votes

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  4. Stop repeating invoices being changed to draft when the author/owner/user that added it has been deleted.

    Right now when a repeating invoice template has been created by a user who has since been deleted, the repeating invoice template option will be reverted to 'save as draft'.

    22 votes

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  5. When you print a batch payment to PDF it currently prints the invoices in a random order (not by supplier name, not by date, not by amount, not by invoice number, not by Details -- completely random by the looks of it).

    It would be great if the invoices on this PDF could be sorted in the following order to make the PDF easier to read:
    Supplier Name
    Invoice Date
    Due Date
    Invoice Number

    If you are trying to use this report to check all invoices from a statement have been included, its currently very difficult/waste of time.

    24 votes

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  6. My client uses personal funds for large part of expenses. I have to enter them manually (using Spend Money) and after each entry the screen defaults back to today's date.
    Would be useful if Xero defaults to the last entered transaction date, when using Spend Money, instead to today's date.

    4 votes

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  7. When allocating a credit note to a customer invoice we need to be able to report on this event and no date is stored at the point of allocation.

    In the current system you can see credit notes allocated against invoices only when in the documents as a credit note displays similarly to a bank payment. You can to an extent identify credit notes allocated against invoices by running reports against the Accounts Receivable ledger, filtered by source 'credit note allocation' but you cannot filter this in any way to see recent events. The date of the allocation is deemed…

    6 votes

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  8. For internal control reasons the 'invoice settings' section should be only accessible for certain access types. Anyone with Xero access (excl read only) can go and adjust the bank account manually entered on the invoices sent to customers.

    It would be great to have this locked the same way bank account admin is for supplier payments.

    11 votes

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  9. Have the option to change the Avatar/ coloured circle with initial in email inbox, to a business logo when emails are sent from Xero on behalf of the business. I.e when sending out invoices and quotes through the Xero app.

    1 vote

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  10. hi, please add bulk item lines function in quotation as like invoice.

    1 vote

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  11. Require functionality that allows quotes to be sent to management for approval before they can be sent out to customers.
    Purpose: to reduce business risk and ensure prices / vendor terms are agreed and approved.

    10 votes

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  12. Have option to remove decimals entirely. I.e. Have no ability to input decimals and where calculations are done, e.g. VAT, to round off.

    1 vote

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  13. Ability to attach and record sound files/clips/memos to transactions from the xero app (or web) that can be played natively in web browser

    2 votes

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  14. Sales Invoices Additional Line Level Text Field (2nd Description field)

    For businesses that need to record the date, reference (work order/docket number & job number) and also the full description of the items purchased for each line item as opposed to issuing separate invoices for each sale to that same customer through out the month.

    For example: Trucks pick up materials from the local quarry daily. The driver provides a work order that is sent to the office for invoicing. A draft invoice is created and each work order is added as line on the invoice until the invoice is…

    25 votes

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    Hi everyone, thanks for your feedback here. Being transparent we don't have any work planned for adding a secondary description field in an invoice.

    In lieu of this, an option for some could be to use one line as description only - entering the first description for like a work order summary, and then use the next line to enter the finer details of the work order where you'd also enter the qty, price etc.

    I appreciate this isn't the ideal solution you're looking for here. We'll continue to track this idea here and share if there's any change.

  15. "Purchase order PDFs only include information that's relevant to your supplier. Fields such as the account code or tracking aren’t included on the PDF. "

    It may not be relevant to the supplier but it's critical for the Accounts Payable person to match and code to the relevant account. We track POs based on Property category and also if they are extras to the contract.. A printed PO is attached to the Vendor bill but we have to go back to the PO in the system to see the expense code and if it's extra to a contract.

    4 votes

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  16. when doing allocation between an overpayment and a bill, if the invoice is dated within a locked period you are unable to do the allocation, it would be good if you could just do the allocation without having to open the period.

    16 votes

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  17. We write paper checks for some of our clients using a blank check style format. It would be nice to be able to insert a scanned signature on the signature line on the check style. This would enable the authorized signature to print on all checks printed.

    19 votes

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  18. 3 votes

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  19. Have an email sent to two different email addresses when an employee requests leave.

    13 votes

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     ·  4 comments  ·  Payroll  ·  Admin →
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  20. It would be really helpful if you can add more filters in the Project Summary reports, e.g.. a date range for "Closed Date" so we can report on Projects completed in a specific month. At the moment the date range is based on time entries only.

    4 votes

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