4714 results found
-
User Access: Lock Dates - Specify User Access
Ability to specify which user has access to the lock dates.
Purpose: To prevent clients from changing prior year figures in Xero after the financials have been published.
72 votes -
Reconciliation - Default to classic Statement Import screen
The new way of importing bank statements does not work for our company.
Can XERO allow a permanent setting to default to classic import instead of having to switch there manually every time?1 vote -
Invoices List - Show totals of items selected
On an invoice search from 'All' or 'Paid' Invoices - it would be useful to able to select any or all invoices, and see the £ total of the items selected. This function exists in the Invoices 'Awaiting Payments', and 'Drafts'. On the 'Paid' invoice section, you can select the invoices but it does not show you the total £, only number of items selected. From the 'All' section there is no ability to select any invoices. It would be great if in all sections where you wanted to you can select any / all invoices and it calculates the…
11 votes -
Bills - Ability to zoom in on a bill that's been uploaded.
There used to be a feature that you could zoom into a bill that had been uploaded when putting the information into Xero ( when the bill shows at the left of the Xero page ) This has gone and now I have to keep popping bills in and out to see details. Please could it be re-instated
1 vote -
UK Payroll - Option to choose a date to send EE payslips
The option to choose a date to send EE payslips would be a huge help , when you are running multiply payrolls this option would be invaluable. I may run a payroll on the 10th of the month yet payday is 30th so need to remember to log in and send payslips on the 29th. Takes a lot of time up.
11 votes -
Invoice Template - Make organisation email address a mandatory field
On the invoice template a mandatory field to be completed of the business email address. Majority on Xero invoices sent don't have an email address which makes it difficult to contact the business via email.
7 votesThanks for the confirmation, Andrew and Sue. While it's possible to add the organisations email in the Contact details field of a Standard branding theme, and could be inserted as Static text on an Advanced template, appreciate there is no specific field for this atm, and why you may like to make this mandatory or a default on the template.
We'll leave your idea for making this mandatory here and you may like to also join this idea for providing as a specific field for this in advanced templates. Being open it's not something we have direct plans for atm, but we'll keep an eye on the interest here and share if there's any plans made.
-
NZ Payroll - Automate Sending Payment File to Bank
When payrun is done in Xero, the payroll payment file will be automatically sent to the bank (without authorisation). This could save the time of exporting payment files and import payment files to the bank.
1 voteHi Sung Tak, appreciate you raising this with us however we want to be upfront that we don't have any plans around this. This process requires user input as a means of validation. If automated it could cause issues when making corrections to pay runs, or if a pay run was accidentally posted.
-
Reconciliation - Add project without adding details
At the moment to enter a project number when reconciling, you have to enter details every time. Can you add the project drop-down box into the bank rec screen for every transaction
12 votes -
AU Payroll - Flag when terminated employees are included in a draft pay run
Could we please have a flag for a terminated employee who has been paid in an unscheduled pay run (but included in the current pay run).
Xero continues to create a standard pay for the terminated employee despite the employee having been terminated.
If the employee was flagged as having been terminated it would prompt the processor to check and potentially eliminate the risk of overpayment.5 votes -
Timesheets - Ability to customise their own workplace tasks on the timesheets
Ability for employees to choose tasks carried out via drop down menu.
It would be great if companies had the flexibility to customise their own workplace tasks on the timesheets. This way when employees are filling in their timesheets they can choose the task / tasks they have done for that day and then input the respective hours for each task.
8 votes -
Bills - Bulk delete payments
When bills have had payments added on incorrectly from a non-bank account (i.e. enabled payments to account)
enable a function to remove payments in a bulk action9 votes -
Xero Accounting app | Credit Note - Add a file
We use the app to add a photo to an invoice. It would be great to be able to add a photo to a credit note too.
5 votesThanks for raising the idea, team.
Right now, we don't have plans for developing the ability to edit Credit Notes within the mobile Accounting app which is where functions like adding files would come in, too.
It's good to begin tracking the interest of this here, but want to be upfront with this atm.
-
Branding - Invoice merge field for contact's payment terms
Having recently created a custom invoice template for our business I wanted to include a merge field for payment terms (e.g. "30 days form date of invoice") next to the invoice due date field. Unfortunately customer payment terms, even though a data field in the contact record, is not available to incorporate in a customer invoice template. In my opinion this would be a useful addition to the custom invoice functionality.
9 votes -
Invoicing | Default Invoice Date to last entered
It would be nice when entering transactions, for the date field to remain as the last entered date, at least while staying on the transaction page. It is frustrating having to enter the date each and every time when entering transactions. I understand a lot of people are working in there, in real time, and that it is beneficial that the date is always "todays" date, however, when entering stuff for a client from the previous month, this gets annoying.
6 votes -
NZ Payroll - leave requests and approval while processing pay runs
Currently leave requests must be approved before the relevant pay run is commenced.
If we discover that leave needs to be added at any point after the pay run is commenced, the entire pay run must be deleted, along with any progress made.
When processing payroll for businesses, I occasionally discover leave should be included only while I'm actually processing the pay run.
I'd like to have a clone of the leave creation UI as an option while within the pay run process itself. This would show leave balances for the employee, and only have an option to Approve or…
4 votes -
Invoices - Show payment advice on last page of invoice only
When creating sales invoices in Xero, the cut away remittance slip (or "payment advice") appears at the bottom of the invoice, but if your invoice has several line items and therefore goes over one page, the remittance slip still shows on the first page and makes the invoice look disjointed.
We have played around with the custom invoice feature but because the remittance slip is in the footer of the invoice template, there doesn't seem to be a way for us to manually change this so that it only appears on the last page.
If Xero could build this feature…
3 votes -
Projects Reporting - View future fixed charge amounts
Xero Projects Reporting - fixed charges to be included in Charge Amount column
We use Xero Projects in our accounting practice to track time / costs for client billing. We have some clients who are on fixed monthly charges (e.g. $1,000 per month). When viewing the Xero Projects reports to track performance for the month so far, the fixed charges do not appear in the Charge Amount column. It would be beneficial if the fixed charges appears in the Charge Amount column, given they will be charged.
This allows us to forecast profit for the month more effectively. If we…
1 vote -
Sales Tax Report - Set a Default Date range
The ability to set a default date range for the tax report in Xero.
Would love the option to have default to previous month. It's an annoyance to have to set the beginning and ending time each time the report is run.
1 vote -
Filter Fixed Assets By Asset Type
It would be great to be able to filter the fixed asset list by the various categories but especially by asset type.
For example, I have 500 assets and am trying to pick out just the Office Equipment to dispose of 30 assets, but I am having to search for each individual asset rather than just look at a list of the Office Equipment.4 votesHi Laurinda, thanks for your idea here. Having a read this sounds quite similar to the idea across here asking for the ability to search by serial #.
Let me know here if you feel they're close enough - If so, I'll merge to gather this feedback together. 🙂
-
Bills - Draft Bills overview, add GST and Account columns
Is it possible to add GST and Account columns to the draft bills screen in Xero to check the account and GST total before approving?
11 votesHi everyone, right now our team are doing lots of work in the bills space to help you streamline your accounts payable. Soon, we'll be adding a quick view so you can review bills and make changes on the fly without leaving the list view. Read more on other changes coming to this space on our blog.
I'll keep you updated when this is released and you can try it out for yourself.
- Don't see your idea?