4681 results found
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UK payroll - Ability to include additional fields in Pension Contribution Report
Xero cannot current cope with companies that have more than one pension scheme. The upload I need to send to the pension provider includes payroll number, pensionable earnings for period, start date and date of birth. It would be useful if Xero had the ability to add these and additional fields if required customised in the contribution report.
21 votes -
Billable Expenses - Assigning items to customers, make clicking "OK" act like the "Assign" button
I regularly forget to click "assign" before "OK" when assigning a customer to a billable expense. In the attached screenshot, I've identified an expense, found the customer, and the line item is ticked. It's infuriating to have to remember to click "Assign" before "OK", when the rest of the interface is telling me that everything is all set and saved. While I try to remember to press the wretched "Assign" button first, could you please change the default so that clicking "OK" has the effect of clicking "Assign" automatically? There shouldn't be a separate "Assign" button.
2 votes -
Copy COMPLETE invoice - all the details.
Copy COMPLETE invoice - all the details.
If you want to copy the complete invoice - contact, date, due date, etc - everything, this can be done . With an existing invoice open, click the contact name in the invoice, click the contact name again ( of course). The Activity Tab is active . To the right of each invoice line is a double box for copy. Click this to get a full copy of the invoice. This also works in Bills.1 voteHi Simon, just wanted to double check if you've meant to raise this as an idea. Or trying to share advice to others in the community?
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Bills - Change draft bills to spend money
I would like easier access for entering multiple spend money transactions with a preview screen
I suggest either;
1) a separate email to send spend money receipts to like bills have; or
2) when entering spend money transaction, after clicking save and add another, allow the preview pane to be available after attaching a file so you can still see the details of the receipt when entering (just like the preview is there when you enter a spend money from the files section) otherwise you have to go out of spend money and back to files just so you have…
2 votes -
accounts watchlist user specific
Could the Accounts Watchlist feature have an option to have user specific watchlists? The accounts I want to pay close attention to as Head of Finance is different to what the Finance Assistant wants to see. Not all accounts are organisation wide specific.
2 votes -
Venmo
Please reconsider integrating Venmo, the paypal “hack” isn’t working for me! I’m sure a lot of users rely on Venmo as a form of payment, this would be really useful! Thanks for considering!
2 votes -
New Invoicing | Contact - Change default selection on tab from "add new"
Currently trying to use the new invoicing, but I'll start typing a contact name then tab across before seeing the contact pop up, since I use this contact daily. Under the old invoicing, it would just find the contact once I hit tab. Under the new invoicing, a new contact is created. And since the invoice is saved immediately, this new contact is also saved, so once I finish with the invoice, I then need to go and archive the contact that was created.
Can we change the defaults or something to fix this?
It does the same thing with…8 votesHi community, appreciate your feedback. Currently our team are working on some improvements to the To field in new invoicing and the contacts card that appears when selecting a contact. We understand some of our customers make use of the keyboard much more than the mouse and in reviewing the flow when using Tab the team will be making a change to make selection of a contact and movement to the date field smoother. I'll come back to confirm the detail of the change when this is released.
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Aged Turnover report for both Suppliers and Customers
The delivered response to my previous idea was no correct. The aged summary/detail reports only show what is outstanding.
The report I am requesting is to show the turnover, monthly across 12 months so that we can see what we have spent with a supplier each month for that year, but also what a customer has spent with us.4 votes -
New Invoicing - Type the date manually, without / delimiters
It would be really useful to have a way of typing the date without having to use a / in between the numbers, like you could on classic invoicing
e.g. 20012024 used to convert automatically to 20th January 2024 on classic invoicing
38 votesThanks for your interest in this idea, everyone. We understand there are different ways our customers find useful when entering dates for invoices in Xero.
Based on feedback our team are looking at improvements to the date pickers in new invoicing. While I can't confirm exactly what these will entail atm, we'll shift the idea to working on it and I'll be back to confirm when we have more of the detail.
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New Invoicing - one click tracking fill from contact default
On classic invoicing, when you click the account category space or the tracking category it would fill in from the contact default, or account default or some default. But on new invoicing it only fills in if you tab.
9 votesThanks for the added detail, Becky. This is good to know when sharing back with the team. While this may be something we look closer at down the line, I want to be open that we don't have direct change planned in the near term.
Understand it's a few more clicks at present, potentially to save tabbing 8 time clicking on the Tax Rate column and then tabbing once may save a little time atm. Completely get it's not a resolve though.
Account Team - Is it possible that this would be when you're copying an invoice to a new draft invoice? If so, and you select the same Contact defaults aren't automatically applied and you'd need to remove and re-add the contact on the new draft invoice to trigger defaults to be applied. Otherwise, I'd recommend raising a case with our team of specialists for a closer look as…
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Assign New staff to all Projects in Bulk
It would be great to have the ability to assign New staff to all existing Projects without having to open each Project individually. Perhaps a multi select drop down. Currently I am having to open 40 projects and add the new staff member in one at a time.
3 votes -
AU Payroll - Option for Weekly PAYG Withholding period
Ability to change our PAYG Withholding period to weekly. Only options are None, Monthly or Quarterly. The ATO requires we lodge and pay PAYGW weekly now and this is not possible in Xero. We have to change our PAYGW period to None so that it does not show on the BAS and manually calculate, lodge and pay this weekly.
18 votes -
Statement of account reminders
It has been observed customers who are late with invoices shield themselves buy saying if your statement of account is not updated/accurate we don't or wont pay till it is. This can be overcome with enabling SOA reminders which collate ALL overdue invoices to one reminder. Even better if it can be stapled to new invoices still within terms.
2 votesHi Harley, you can send a customer an Outstanding statement which would contain this information as long as payments are reconciled and up to date in your organisation - Or is it that you're wanting these statements to automatically sent to your customers like what's being asked here?
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Bank Feeds - Request for bank feeds for ABN AMRO Bank
Please instate bank feeds for ABN AMRO bank (the Netherlands). I joined Xero for its highly automated systems. Now I still have to download and import bank statements manually.
It adds insult to injury for the fact I have to sign up to a premium plan to be able to account in a mere two currencies. For small traders like myself with low turn-overs and no need for the majority of features larger companies need, this feels deeply inappropriate and unfair. (another idea about this topic is already live elsewhere)
4 votes -
Purchase orders - Online view with option to convert to Quote
Purchase Orders - ability for the suppliers that you send the Purchase Order, to view the document online and have the option to import the Purchase Order to Quotes and Sales Invoices.
The Purchase order area of Xero feels a bit underdeveloped at the moment. However, one strong step would be to allow Purchase orders sent by Company A from their Xero account to be transferred to Company B's Xero Sales area at the click of a button (giving an option of Quote or direct to sales invoice).
This is already set up on the Sale side, where Company A…
2 votes -
Invoicing - Reduce steps from Reference to Item field
Re: New Invoicing - Reduce Number of steps and clicks (The original thread has had comments turned off, so I can't comment that it has made more steps, not less...)
What has happened here...it is now taking eight tab clicks to get from Reference Number to the first box to input the item code...last week it was six...so the number of click has increased, not decreased.
Also, when inputting an item code, I have multiple codes that have the same base code with different suffixes...is there are way to just get it to the shaded part that you select the…
2 votes -
Report Filtering
available in all areas of Xero.
Dropdown menus in a number of areas are a mess - all archived items should be able to be hidden when filtering reports and the "Show Archived" option needs to be more widely used. e.g. I really don't need to see EVERY EMPLOYEE EVER EMPLOYED when creating current financial year reports.
This applies in a wide range of areas, not just Payroll.2 votes -
Projects - Description field when adding an Expense
It would be useful if when manually adding an expense to a project, there could be a description box available as well as entering the expense name. We sometimes need to elaborate on those costs for the numerous people looking at that expense but there is no-where to put this information unless it's added to the expense name.
2 votes -
Invoicing - Increase the Font Size
Rows on invoices - On the new invoicing manually adding rows is cumbersome for a mechanic business suggest making more than 1 row on the invoice. I rarely have an invoice which is less than 6 rows.
Font size- Font is very small and should be increased to at minimum 12pt.2 votes -
Reports - Add planned payment date direct from reports
It would be really helpful if there was the option to add a planned payment date for all invoices listed on a particular aged creditors report. Having customised reports so that only invoices on particular job sites are listed, it then seems very inefficient to have to access 'bills to be paid' and manually, individually search each of the invoices listed on the report to schedule a payment date for them. Could this not be a function, whereby you can schedule them all for payment directly from the aged creditors report?
3 votes
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