4657 results found
-
Repeating Invoice - Set up daily invoices
Can we please have the ability to set up daily repeating invoices - currently the only option is weekly or monthly. I can't find an easy work around so far.
1 vote -
Reporting - Add report fields
Customising and adding Employee Details Fields so that Employee Details Reports can be produced providing all required information and important information regarding the employee can be kept. For example, licence numbers, certifications etc.
1 vote -
NZ Payroll - 63 days leave liability report
Hi There, curious to know, does Xero provides report 63 days payroll liability report. This is needed to accrue for the liability at the end of each tax year, since IRD allows this accrual to be accounted, with one condition, if the company has paid the staff with in 63 days from the end of each tax year. I know, this report is availabe by the other payroll software. Can this report be extracted from payroll reports.
thanks
Murli Vasu
SBA Albany1 vote -
Invoice Email - Ability to edit "Review and pay" banner
The "Review and pay" banner misleads recipients into thinking they can make electronic payments, but we're not using e-invoicing and have it turned off. Another major issue is that it causes significant delays in loading or, in some cases, renders the invoice completely inaccessible. The banner in the new invoicing should be named "Review" rather than "Review and pay" or be editable to suit different needs.
6 votes -
Bank Reconciliation - Allow the Tax Setting to Default to Tax Exclusive
When creating new 'spend money' transactions during bank reconciliation, allow the tax setting to match the tax setting in financial settings, if set to tax exclusive, so that it doesn't just default to tax inclusive.
5 votes -
Reporting - Flag when actual Retained Earnings doesn't match to the report value
A flag which shows when the profit & loss figure plus brought forward retained earnings does not add up to the retained earnings on the reports. This is usually due to a mapping issue where a figure is causing a transposition error. It only seems to flag if you opt to include a statement of changes to equity. Seems like there should be a more obvious flag for this issue to ensure it is not missed.
Also perhaps a reconciliation between the profit & loss figure in the company accounts versus the Xero business, appreciate this is likely to be…3 votes -
New invoicing | Payment - Ability to set a default account
Please have a default bank account in the add payment function. Have to manually enter the number or search for the bank account through your whole chart of accounts. Old invoicing had bank accounts automatically in this box.
1 voteThanks for your feedback, Jacqueline. We don't have immediate plans for being able to set a default bank account for payment on an invoice, but we'll start to track this here and I'll share if there's any plans made.
-
Integrate Invoicing with Invoice Processing Platform ipp.gov
Integrate invoicing with the US Govvernment Invoice Processing Platform, which covers nearly all invoicing of US Government Contracts, other than DoD and Intelligence Community. Right now, there’s only a manual entry process from a Xero generated invoice. https://www.ipp.gov/
1 vote -
Export | Select which Sales Invoices/Bills to pay to Export to excel
To be able to only export a selection of sales invoices (or customers) and / or bills to pay (suppliers). Now you can only select on date or name via the search option. This will make it easier to send a selection of sales invoices and bills to pay in excel to customers or suppliers. (see file attached).
1 vote -
Credit Notes - Bulk Allocations
Bulk Allocations for credit notes in Supplier accounts. Completing this one by one on accounts with lots of transactions is tedious.
0 votes -
UK Payroll - Employee Contact Details
Payroll Employee Contact Details would be good to see a column for terminated employee showing date left and employee number
1 vote -
Quotes - Split quotes into multiple invoices with relationships and automatic “Mark as invoiced” functionality
Our work is often quoted at the project level, with invoices being issued monthly for the duration of the project until the quoted amount has been paid and the project completed.
Currently, we create the quote, and then subsequently create invoices - manually keeping track until the quoted amount has been invoiced, at which point we mark the quote as invoiced.
It would be helpful if;
- We could split the quote into N invoices automatically with the total invoiced amount over N invoices equalling the amount in the selected quote.OR
- When a quote is marked as accepted but…
1 vote -
AU Payroll - Add default hours for Public Holiday
Add default hours for Public Holiday's based on the employee's standard work pattern.
1 vote -
Dashboard - Add Business Snapshot widgets
add specific tiles to xero Dashboard from Business Snapshot.
I would like on my dashboard 3 main tiles
1. Revenue by month, 3 mths 6 and 12 months shown as options
2. Expenses the same
3. Financial Position this year by Rev, Expenses & Profit.
Is this doeable???2 votes -
New invoicing | Online invoice - View supplier ABN
Why does the Supplier ABN not appear on the online invoice view? We now have to download the invoice as a PDF to see the ABN. This was not an issue with the Classic view.
2 votes -
Reporting | Add multiple FY'S as common date selections
Report dates
On financial reports. Instead of last financial year of this financial year wouldn’t it be better to have the years as the selection ie 2024/25 2023/24 2022/23. it will be much quicker to select the year especially is going back further than the current year.1 voteThanks for sharing here, Kerri. Understand why you'd find this helpful and we'll start to get a sense from others that'd like to see this here, too.
I know it's a little different to what you're directly asking here, but perhaps comparison columns and saving as custom could help where you can run the report for multiple date ranges at once and view the comparison across each?
-
Reports - Quotes track invoicing
Have a Report that shows all Quotes that have been accepted, but not invoiced. That shows any part invoices that have been raised. We frequently invoice a % upfront, % mid project and then % at the end.
1 vote -
Reports - Ability to add Sales Inventory Items to P&L Report
We would love the ability to include/add Sales Items to the P&L Report under Cost of Goods Sold - in order to track specific items(products/services).
1 vote -
Reports - Voided invoices have a currency value on the Receivable Invoice Summary
It could be a glitch or just how the reports work, but Voided Invoices that were voided with a currency value in them, appear on the Receivable Invoice Summary with that value. So Invoice INV-45831 was for £123.00 but was voided. You can now no longer edit that invoice and in this report it eternally has the value of £123.00.
This is an issue as the data is downloaded to extrapolate many different analysis for sales data.
A bad fix after the data has been downloaded is to try filter and take out the ££ and change the data after…
1 vote -
Bill import - Allow default Supplier settings to apply to CSV imported bills
Example we explain here is a 4 line Purchase Order in CSV format which, using the Bills To Pay Template, we are importing in my test Xero platform.
Each line in the PO use a different Account Code from our Chart of Accounts.In brief, if we leave any of the Account Code fields empty the system does not seem to want to import the Supplier Contacts Purchasing Default Account settings.
I have tried all versions of this import and the only one I can get to work is one where all the fields are completed.
This means we have…1 vote
.jpg){kind=link}
- Don't see your idea?