4807 results found
-
AU Payroll - Reportable W1 for new pay items in Australia
When adding new Pay Items in Australia, Reportable as W1 should be ticked as a ticked as the default as the vast majority of Pay Items in Australia are Reportable under W1.
Every time the award changes and we import pay items from Deputy, the new items have Reportable as W1 turned off and we have to manually change them.
Changing the Xero default may or may not fix that problem but it should be the default nonetheless.
18 votes -
Projects - See all unpaid bills linked to a Project invoice
When I assign supplier invoices to a project then charge the client those amounts and get paid, at the moment to then go and pay those supplier invoices after being payed by the client I have to note down all the invoice numbers then go into bills to pay and find all the invoices to create a batch payment. it would be helpful to be able to pay the bills attached to the invoice through the project tab or even be able to select an invoice in the bills tab and have it show all the bills attached to that…
1 vote -
Invoices: Option to only show item code in item column
Invoice setting: There should be the ability to remove the Item Name from the Item column when creating or editing invoices.
Currently it is not possible to show only the items code.9 votes -
NZ Payroll - Timesheets - Approve and view next option
When entering information on time sheets for employees, the ability to hit "next" to move onto the next employee once you have approved the time sheet rather than having to go back out to the main timesheet menu, find the appropriate timesheet on the drop down list & go back in to enter the timesheet for the next employee.
23 votes -
Notification | Email to bills - Send Failed upload email back to user who sent
It would be good if ''xero bills'' would send a failed upload notification message back to the email that it was sent from if the upload had failed. This would mean that you would know what upload had failed and issue that caused it to fail.
3 votes -
Sales invoices - Provide link to view unpaid invoices
email with 1-click link to list of unpaid/open invoices...
When invoices are sent from MYOB, the email includes a link to a webpage which individually lists all unpaid/open invoices. This a great feature especially for accountants when they get a statement and find they are missing an invoice (this link would also be a great option to add this link to statements!!).
Essential to not require signin or Xero to access
5 votesIs there a particular reason you'd specifically not want the user to login to Xero to view this information, Ben?
Currently as you may be aware, there's an option to include a link so that your customer can view outstanding invoices they have with you - See more here
-
Inventory - Reserve inventory for consignment or pre-sales
Ability to reserve inventory (through invoices or some other format) to account for pre-sales or consignment of goods
Purpose: Make some inventory reserved so it cannot be sold through other channels
37 votes -
Director Declaration - Auto adjust terminology (single vs multi)
In the Director's Declaration, it would be great if the report could recognise if there is a single Director or multiple, and then update the wording accordingly. (eg "The Directors have determined" or "The Director has determined".)
5 votes -
Reports - Show payee in GST Audit report
I think it would be useful, in the GST Audit Report, to show the Payee, rather than the reference. The reference is often not very informative.
3 votes -
Sales Invoice - Ability to lock individual invoices and credit notes
Feature that only certain users can change invoices and credit notes after they have been approved.
Our client has had various invoices and credit notes changed after they have been approved and sent to customers.
4 votesTotally understand it won't suit all circumstances - With no current plans to add individual locks per invoice, perhaps the Invoice Only Draft role may be appropriate for some users and reduce the # of users in the org with the ability to edit approved invoices?
Another way to keep an eye on who which users are making changes to approved invoices would be to check the History & notes.
-
Manual journals - Search for a journal by description or reference
Sorting Manual Journal Entries with a specific description or reference for easy search and find
4 votesThanks for the confirmation, Ann - I've just updated the idea title and categories to get this showing where others might be interested too.
Most recently we released a new Journal report with a lot more flexibility than the older version, and should help with finding a journal you're looking for.
You can search for a journal by filtering the Journal report by description 😁
-
Bills | List view - 'View' bulk approved bills in Awaiting payments
The view box that comes up when you approve bills is utterly useless, you can't do anything with them, I don't see the point. Before the recent changes, when you approved more than one bill, you could click on the view tab at the top of the page and be directed directly to these bills in awaiting payment, from that screen you could schedule them for payment. Now you have to approve them and then go to awaiting payment, search for the bills you just approved, make sure that the bills that come up in the search are indeed the…
10 votes -
Manual Journal - Ability to add a line anywhere
Currently there is no functionality to add a line anywhere in the Journal. The current system of dragging a line from the bottom is absolutely inconvenient especially where the Journal is very long and we want to add a few lines in the beginning of the Journal.
There should be one button 'insert a line function' (next to current curser location - meaning anywhere in the journal - Like F7 in SAGE).
Also, to move to below line, we have to use mouse. Can it not be possible to use arrow keys to move up and down?
Thank you8 votes -
Bank reconciliation - Link from the Business menu
When completing bookkeeping for a client, if you were to go out of the reconciliation tab you have to go back to the dashboard to get back into. I think that if there was a 'reconcile' link in the 'business' tab if would make us more efficient.
1 vote -
Contacts - Replace link for 'View recent bills' to filtered Supplier Bill Activity report
Can Supplier Bill Activity report be tied to this link (with auto-population of the supplier name in the report) so that I would not need to TYPE suppliers' names in the report every time I need to see the history of the supplier, which I do all the time?
Thank you,
Eugenia2 votes -
Repeat Invoices - Ability to use Sales tax lookup(US)
There needs to be the option of including the sales tax lookup feature on repeating invoices. All of our subscription based monthly invoices are taxable in states where we have met the Nexus guidelines and therefore we will have to begin manually creating each invoice on a monthly basis which is extremely time consuming. It's hard to believe that this issue has not been raised before.
6 votes -
Contacts: Pay bills from supplier contact page
I would like the facility to pay a supplier from within the supplier page. You can see all the invoices that are due for payment while on the supplier page, but then have to leave that screen, go to bills to pay > awaiting payment > search supplier.
The process could be much simpler.7 votesAppreciate feedback on my recent update - If you're looking to pay one bill you can easily open the transaction from the Contacts page, however it's not possible to create a batch payment or pay multiple bills from this screen atm.
This isn't something we have plans for right now, but we'll re-open this idea to continue to track the interest. I'll share if there's any change or updates here.
-
Projects - Multiple Timers
Projects - It would be helpful to be able to open multiple timers at once. Sometimes I work on one project and then get interrupted to work on another. I would like to be able to open a new timer without having to save and close the time on my original timer. I could then come back to the original timer and resume time recording after closing and saving the new timer.
6 votes -
Manual Journals - Extend import limit
The 300 line cap for importing journals is completely pointless and shortsighted. With MTD rules requiring digital links, importing of journals/transactions has become vital, yet Xero still retains this nonsensical limit. We are forced to manually intervene and adjust where journals are too long (makes a mockery of MTD). Excel can handle over a million lines (and has done for ~20 years now). Sage manages 999 (still limited in this day in age). Somewhere between the two would be great!
Keep up Xero.32 votes -
Manual Journals: Daily repeating journals
I would like to have an option for repeating journals to be done daily. Currently you can only choose monthly or weekly.
7 votes
- Don't see your idea?