4718 results found
-
Projects - Monthly invoicing against time spent on fixed price tasks
We use the project and task options for all our projects.
Each of our tasks within individual project folders have fixed prices. These fixed prices are often of a substantial amount, with projects scheduled to run up to and at times over a year.
We invoice each task/project for time spent each month till the project is completed.
I would like to have the option to invoice against time spent at the end of each month on each fixed price tasks within each project.
This is currently proving to be a nightmare with options for invoicing time spent only being…1 vote -
Bills - Batch payment report account number and sort code
When processing a batch payment report on Xero and exporting to excel to upload to the bank, separate the Account number and sort code - it currently processing them as one number omitting any zero's and this creates an incorrect bank account number, so makes the report useless.
3 votes -
Bills | View - Option to view next bill
Why is the next bill feature no longer available in bill preview?
The bill preview is a great feature in awaiting bills, allowing you to view the bill and xero transaction at the same time, before you schedule a bill for payment. There were up and down arrows allowing you to move through all the bill transactions & their respective invoice/s that were awaiting payment.However, in the last week it is no longer available. You have to keep clicking in and out of each bill to preview. Its time consuming. Can we please have this feature back?
1 vote -
Bank Rules - Option for prepayments
There are often periodic top up payments for accounts (e.g. Tolls) and a periodic statement provided after the fact.
It would be useful to be able to set up a bank rule to apply these and reconcile the prepayments as the statements come in.
1 vote -
Access levels
Would like to be able to add users with only access to invoicing, without them seeing any other part of Xero. This would be a huge benefit so I can have team members invoice customers without seeing company financials.
3 votesIs there something about the Invoice Only + Sales user role that doesn't fit what you're after in this, David?
-
Reports - Option to export as CSV
Currently all reports can be Exported to PDF, Excel or Googlesheet. Please add an option to export to CSV. This file would not have report headings, just column headings.
When exported data is to be imported into another system it is time wasting to have to remove the heading lines and convert the file to csv.
Seeing that Xero requires all it's import files to be in csv, it's odd that this is not an option for the reporting side of things.6 votes -
AU Payroll - Payroll Reports linked under the Payroll menu
Can you please add a link to Payroll Reports under the Payroll Section. It's a simple change that would make Payroll a true one-stop shop.
2 votes -
Quote - Formatting options in summary section
Quote- Multiple formatting options in the "Summary" section.
In the service delivery business the quotation is also your proposal. Having the ability to use bulleting or numbering as well as bold text or underlining would greatly improve the look and feel of your proposal when the "Summary" section is used to describe and summarize the work or project you are quoting on.
1 vote -
Remittance Advice - Auto-untick suppliers with no email address
When sending remittances from batch payments, all suppliers are automatically ticked whether they have an email address or not, but you cannot send any remittances to any suppliers if even one of the ticked ones is missing an email. This is a laborious process to go and untick the suppliers with no email addresses in order to send the rest.
It would be great if suppliers with no email address listed are either:
1) already unticked, so you have to tick it to add an email and send the remittance to that supplier, but the suppliers with emails will work…1 vote -
Xero - Version for Local Government
Hi Xero team,
I’m reaching out from a regional local government in Western Australia. We want to use Xero and appreciate its simplicity and usability. However, we’ve found that Xero’s current design is limiting for local government requirements — particularly in terms of transaction volume, internal controls, audit reporting, governance, and integrated project accounting.
I believe there’s a compelling opportunity for Xero to consider developing a dedicated “Local Government” edition or expansion, especially tailored for smaller regional councils. There are over 500 local governments in Australia, many of which are seeking modern, cloud-based, ERP solutions that balance simplicity with the…
1 vote -
VAT reconciliation - Show which VAT return transactions are submitted on
Like Sage I would like every item to have the VAT return Date and month it was recorded on attached to it and if/when it was adjusted which return the adjustment was submitted on as well.
14 votes -
Bills - Show previous bill when entering new bill
Show that vendor's previous bills on the screen when entering a new bill. This helps to see prior amounts and dates to make sure month-to-month expenses are in line.
2 votes -
Online invoices - Consistency with XPM invoice formats
xero online invoices show rate & quantity even when posted from XPM which do not show rate or quantity
automatic invoice reminders from xero online are sent with rate & quantity even though invoice settings in xero exclude rate & quantity
xero online invoices should be aligned with XPM in all formats - pdf version & online2 votes -
New Invoicing | History - record when invoice has been copied
History needs to show when an invoice has been copied and which invoice it has been copied from and to.
8 votes -
GoCardless - GoCardless as a Bank Feed
As the old 'GoCardless for Xero' integration is no longer being developed.
And the new 'GCiX' GoCardless as a payment service integration is even less functional.
Stripe, Paypal, Tyro and eWay all have bank feeds.
We need a functional bank feed for GoCardless.
32 votes -
When in the Files Inbox, we need to be able to highlight multiple files by holding the shift key. (This works in batch payments already)
When in the Files Inbox, we need to be able to highlight multiple files by holding the shift key. (This works in other areas of xero already, like batch payments)
2 votes -
AU Payroll - Increase Size of Drop down within a Payrun when changing between employees
When going to Payroll -> Pay Employees -> (inside your payrun) -> (Inside an employee's pay)
There is an option to drop down the list of employees included in the pay-run to change between. Could this be made much bigger please.Same goes for teh Drop-Down in the Employee Setting Pay-Template tab
2 votes -
UK Payroll - Average Employee Numbers in the Year
Average Employee Numbers in the Year
As part of preparing accounts, the average employee number is often required. If this could be generated within Xero that would save time collating the number of employees per month and working out an average for the year. It could subsequently be used as working out the amount of revenue attributable to each staff member.
4 votes -
UK Payroll - CIS Suffered Report, Correct Xero to allocate credit notes correctly
IDEA - CIS suffered report to calculate the CIS suffered correctly.
ISSUE - If you apply a credit note to an invoice that has both CIS labour and CIS materials, Xero does not calculate the CIS suffered correctly. Even though the credit note is coded to the correct nominal code, Xero doesn't recognise this. This causes the CIS suffered report to reduce the deduction amount which is incorrect. This means the figure you submit to HMRC is lower than it should be. Meaning less of a refund of CIS suffered than it actually should be.
4 votes -
AU Payroll - Set the number of decimals places to 2
set the number of decimals places e.g. 2 so when Xero applies a award factor e.g. 1.5x award rate the results only displays to two decimals place in their pay.
Awards are published to two decimals places that's all we are required to pay in Australia.
Fixing the rounding wastes so much time.19 votes
- Don't see your idea?