4897 results found
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Reports - Add report with all bank statement lines
A report showing all Bank Statement lines for (Filtered) bank accounts and date ranges.
This report could be used to track transfers that go from Bank Account A to B to C.
Should include User created statement lines and reconciliation status. Additional details such as matched transactions would also be useful.13 votes -
Repeating Invoices - Don't reset Qty to 1 when editing inventory items
Due to the fact that "Updated inventory selling price is reflected when the next repeated invoice is generated." (Please vote for this idea too) has not been implemented. You need to manually go into every repeating invoice and reselect the (same) inventory item for the price to update to the current inventory price. I think it is a bug, but support tell me it is the designed way. The existing QTY gets reset to 1. This is super annoying as you need to remember was the existing QTY was and then update it again and not make mistakes. If you…
4 votes -
Sales Invoices - Ability to collect an electronic signature
It would be great to send an invoice to a client to be signed electronically, and on signing, the signed invoice is automatically attached to the invoice in Xero.
60 votes -
Invoice / Bill - Copy to a Credit Note
Hi,
You can only create credit notes to Invoices or Bills if these aren't marked as paid on Xero, or by creating them as new items from contacts or using upload via Hubdoc.
I think it would be beneficial to allow the creation of credit notes from bills or invoices that are already paid. Very often, there is a requirement for a credit note to be created when the bill/invoice is already paid. Adding the feature to allow creating credit notes based on the information already recorded on paid bills/invoices would save a lot of time in dealing with creating…
112 votesHi Wojciech, if an invoice or bill has already been paid there is no amount left outstanding for the invoice. It sounds like you'd like the ability to easily copy the detail of an invoice to a credit note? I've slightly updated the title of your idea here, for this.
If this doesn't quite reflect it'd be great to get more detail of scenarios you'd in which your business receives a credit note for a completely paid invoice or bill.
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New Invoicing - Invoice Reference Field; Allow Formatting
Please change the Type of the Invoice Reference field on New Invoicing to Allow for extended text formatting capabilities. Make it the same data type as the Summary Field on Quotes or the Description Field on Invoice Line items. So that the invoice reference field allows and saves Carriage Returns and Tab characters.
3 votes -
Invoice - Add dynamic Paynow QR code to invoice
Invoice amount and invoice number pre-filled after customer scan Paynow QR code. Increases accuracy and efficiency during bank reconciliation
25 votesHi team, as you may have seen in our Xero news, we've been making a lot of improvements in the payments space. While not a direct solution to what you’re asking here, we're beginning to roll out a Tap to Pay experience powered by Stripe in the US. This payment method is already available in AU and the UK, and makes it even easier for your customers to pay you in person, using just your mobile phone and the Xero Accounting App - no extra hardware needed. When these payments come into your Stripe bank account in Xero you'll have all the information for easy reconciliations. We will also be launching Tap to Pay in NZ and Canada after the US.
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Bills - Capture energy usage data when inputting utility bills
Capture energy usage data such as electricity kwH and gas MJ, or actual CO2 emissions when inputting utility bills. This would be beneficial for SMEs who may need to calculate carbon emissions - increasingly being asked for this by larger clients with net zero targets and/or are calculating their Scope 3 emissions.
4 votes -
Bills - Bulk approve and bulk edit accounts on draft bills
I forward invoices to Bills via the email feature.
I then batch process these at regular intervals.
There could be 50 to 100 bills here.
I have set default purchase contacts for all these contacts yet none of these drafts use that until I go into the bill for manual approval.
This wastes a lot of time as I have to go through each bill 1 by 1.Allow me to bulk edit the accounts on Draft Bills and / or use the default account setting for that contact.
This simple change would save me hours and I would get…
13 votes -
AU Payroll - Turn off reminder to pay the employees and file the pay run
Allow us to turn off the pop up that shows when posting a pay run. I don't need reminders to pay the employees and file the pay run especially when I do payroll for 20+clients.
3 votes -
AU Payroll - Reporting - Make Payroll History Report customisable
The Payroll History Report needs to be available as a customizable report for which you can choose the reporting period and include all employees in one report. Currently only available for one employee at a time.
8 votes -
Timesheets AU - Allow employee's to add notes in 'Total hours worked' earning rate
Inside Xero Me, when you set your Timesheet type to "Start and end times" you can add notes for working days.
It would be great if we could add notes when we have our Timesheet type set to "Total hours worked".
As an employee, not being able to add a note & select an earning type is inconvenient and can cause confusion which leads to slower timesheet approvals
20 votes -
UK Payroll - Automatically include bank holidays and annual leave on Timesheets
Why can't Xero make editing a timesheet easier by automatically showing bank holidays and any days off that have been entered as holiday?
If the timesheet showed bank holidays or days where time-off has been allocated in a different colour or with an asterisk by the date then checking timesheets against time-cards would be much more straight forward.
5 votes -
Invoices - Add placeholders to invoices
It would be great if you could use placeholders in item and in the general text of an invoice. I know this feature is available in recurring invoices but would be great if we could add to all invoices.
9 votes -
Find & recode - Criteria to exclude
Ability to specify an exclusion criteria for Find & recode.
1 vote -
Contact List - Viewing notes from the Contact List
Ability to view notes added within the contact details section from the list view.
This would help with viewing contact notes across different contacts, for detail such as method of payment or terms of service.
50 votes -
NZ Payroll - Ability to display annual earnings on payslips
Apparently this functionality is enabled on the AU payroll system, but not NZ!
Essentially, it would be great if an employee's annual salary figure could be displayed on their payslips. Given that this is already an option within Xero Payroll for Australia, surely this is an easy addition for Xero Payroll for New Zealand.
4 votes -
File Library - Allow access to Invoice Only users when adding Quotes
A Xero user with invoice-only access can currently only access files in the file library when creating an invoice. We need this feature to also be available when the same user creates a quote. There is no added risk since the user already has access to the files when creating an invoice. Standard files needs to be sent to clients with their quote and this now needs to be stored on a drive instead of the file library.
1 vote -
Reporting - Options for Font colour & type
Ability to change Fonts in reports. Each firm is unique, and have ways to express themselves. We have always used a particular font for all our correspondance.
The XERO reports look the same for every firm. Adding the options for fonts, size, colour will allow firms to be slightly different.28 votes -
4 votes
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Xero Me: Allow employees to update bank details
It would be great if an employee could update their bank details and pay disbursements on their xero me app.
45 votes
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