4897 results found
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Bank Reconciliation - Upload files to the Discuss tab
Would be great to have the ability to attach docs to an unreconciled line under the discuss tab. Eg when you have the receipt, but waiting on answers to reconcile. Would save a lot of time not having to track the invoice/doc back down again. Would be ideal if it would auto attach it when you have all the info to complete the recon.
4 votes -
Payroll: 'Save and close' option in draft pay runs
At the moment, inside an individual's payslip/pay run, the button options are 'save', 'save and next' and 'close'.
A button for 'save and close' would be ideal when only one or a few employees (not the whole batch) need to be manually viewed and edited. Instead, we need to click 'save', wait for the page to load again, scroll down and click 'close' to return to the pay run employee list.
4 votesThank you for your contribution and support on the idea. We understand that the ability to easily save and close in one click would benefit your workflows, however to be upfront we don't have direct plans for making this change within the payslip in the foreseeable future.
We appreciate this is not the news you’d hope to hear, but we'd like to be open and transparent with you on this, here.
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User Role | Permissions - Allow Invoice Only users to connect apps
Change the permissions required to connect apps, most importantly the Pipedrive app. Since currently Pipedrive users (sales people) are required to have full access to Xero in order to connect and use the integration. We can't give our sales team full access to our accounts due to sensitive transaction details and salaries contained in Xero as you would expect.
4 votes -
Lock Dates - Add a Dashboard link for Advisor users
Lock dates should be on main dashboard for Advisors. The setting is buried three layers deep when it needs to be preferable on the main dashboard taskbar. It is very annoying when there you have a client with Advisor privileges who also likes to make backdated changes. Either the lock date option should on main dashboard or allow journals to be outside of the lock.
5 votes -
AU Payroll - Calculate a fixed net salary
When negotiating salaries It can be beneficial to express an amount net of tax and super. Xero does not calculate this other than imputing different amounts of gross wages to achieve a net figure close to required net amount.
Maybe something you could add to future upgrades.6 votes -
Bank Account - Add "Difference" field to show the actual amount of the difference between statement balance and balance in Xero
On bank header screen where it shows "Statement Balance" and "Balance in Xero" could we have a simple "Difference" calculation to show the actual amount of the difference.
6 votesHi Valerie, while not shown in the Bank header, you can run the Bank Reconciliation report which will show you the balance out by figure. If the Imported statement balance hasn't imported or doesn't match your actual bank statement ending balance, you can enter this yourself at the top of the report and update so Xero will show a calculated balance out by amount.
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Manual Journals: Allow placeholders in standard manual journals
Placeholders are really useful in repeating manual journal entry - could we please have them in regular manual journals?
Oftentimes it will be necessary to repeat a series of manual entries when realising income in advance as revenue however the amounts will vary so a manual journal is required for each instance.
Being able to have [Month] etc in the narration would make it much faster to populate each entry. [Example: "Revenue realised in [Month]"
9 votes -
NZ Payroll - Time sheet job tracking
Job tracking in time sheets
8 votesThanks for coming back to me on this, Josh. Appreciate the added insight and I've made sure to share this back with our team.
While it doesn't resolve the needs here right now, I wanted to share this idea that you may also like to join and stay updated in case there is any progress directly within Project reports.
For the time being, there's no direct plans made for this on the payroll side but I'll continue to keep you updated if anything changes. Thanks
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Bank Reconciliation Summary - Filter by source
Filter Bank Feed By Source
When looking for bank errors because a bank balance is incorrect, it would make things quicker to filter by bank transaction source
Many errors are caused by the source being imported manually but the transaction has already been imported by bank feed
to filter these ones out would make things quicker3 votes -
Shopify Integration - BNLP providers (such as AfterPay)
Better integration with Shopify including BNPL providers like AfterPay including syncing across their fees.
7 votes -
Quote - Send an order confirmation to customer
Order book:
Ability to confirm to a customer that their quote has been accepted & processed as an order. It is either in the process of being made, or waiting in a queue of work to be done.
As the business manager I can look at my order book on a daily basis to see which orders are outstanding and in what priority they should be completed.
Deposits can be assigned to an order, the customer can receive a confirmation that their deposit has been received. This only needs to become an Invoice once the work is ready to be…
7 votes -
E-Invoicing - Automate Xero Network connection when company details match
When a Xero customer is creating an invoice for another Xero customer - why not allow this to automatically show up in the Bills section, if the receiver agrees to this. Would save a heap of time and coding.
5 votesHi team, sorry we have not engaged with this idea before now. I'm pleased to confirm that this idea is already a feature within Xero.
If a user is in an eInovicing region(AU, NZ or UK) and has registered to receive eInvoices, once you add them as the Contact to your invoice the option to 'Send as an eInvoice' will appear.
For non-eInvoicing regions the option to send via the Xero network is available and your customer will be able to share their Xero network key with you to send with this option - This option is currently available from the Awaiting Payments list screen, however we're currently developing the ability to send with the Xero Network from within an invoice and you can stay updated on this delivery here.
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Bank reconciliation report - Show bank account number
In addition to the bank account name showing on the bank reconciliation report, it would be good to also show the account number. This would make it easier to match the bank statement with the bank account in Xero.
For example, my client may have it as Business Account 1, Business Account 2 in Xero but the actual account name is ANZ Transaction Account, NAB Cheque account - so easily being able to match the account number when checking period end balances would make it much quicker and easier.4 votes -
Projects - Ability to assign time entries from Outlook
Ability to assign appointments from outlook into projects as time entries. Narrative of work completed could be put in the appointment and then assigned to the project. The colour of the appointment in outlook would change colour to show its been assigned.
5 votes -
Sales Overview - Make Tickboxes available in the All tab
Add the tick box in Sales Overview > Invoices > ALL tab
We want to bulk upload all invoices for the week in 1 file regardless of the status (paid/unpaid). We couldn't at the moment because of the absence of the tick boxes in the ALL tab.
6 votesRounding back on your idea here, Abigail - It'd be good to get more understanding of your business flow and why you'd be wanting to create invoices of another status. For example is here a specific reason you'd like to import invoices that have already been paid for? Could these potentially be entered as Receive monies or is there a reason they need to be raised in Xero once they've already been paid? TIA
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Projects - Ability to export all of the lines/tasks in a project to an invoice
Ability to export all of the lines/tasks in a project to an invoice. Able to see detailed tasks, time and cost for each task to send on to customer
9 votes -
Files - Ability to send documents to cloud storage from Xero Files
Ability to push files that’s uploaded in Xero Files to cloud storage (e.g. Google Drive, Dropbox, and Sharepoint).
Purpose: Users can easily store/keep their files that they’ve uploaded in Xero into their own cloud storage. Especially when they have many documents that exceed the limit of Xero Files.
11 votesHi team, though we appreciate the use you'd find in being able to connect or send Xero Files to your cloud storage we want to be open that this isn't in our short terms plans.
We're keen to keep getting an understanding of interest in the capability, and will share if there are any updates or progress of this, here.
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NZ Payroll - Flag leave submitted retrospectively
It would be great if Xero could send an alert if a leave request has been submitted for a payroll period that has already been processed?
This would apply in the situation that payroll was run early and then an employee took a day off in the period that was included in the payrun.3 votes -
Organisation settings - Ability to select landing page after login
Ability to select your own landing page after login.
Am I the only person who finds it annoying to have to navigate from the dashboard, to business, invoices, then to the awaiting payments tab every time I log in?
I would love to able to choose which page I see when logging in.
5 votes -
Invoice - Contact bank account details field on invoice
The contacts screen has the financial details Bank account i.e Bank account name, BSB code e.g. 123-456, Bank account number e.g. 1234567890.
However these are not fields on the invoice.
Xero help out and create these fields on the invoice.
4 votes
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