4802 results found
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Bank Reconciliation: Bulk import recieved payments
Some of our customers are paying upwards of 100 invoices at one time. The ability to import a csv into Xero (that can be extracted from the remittance advice provided from the customer) would save a lot of processing time instead of manually using the Find & Match feature in the bank rec screen.
24 votes -
AU Payroll - Reports for Timesheet Approver
As an approver of timesheets i see there are couple of issues which can make the process water tight.
1.Ability to see approved time sheets (siimilar to leaves). Currently once the timesheet is approved for an individual there is no way to check what has been approved
2.Ability to run a report for all employees that have been approved or alternatively ability to allow access to certain reports to the approver.
4 votes -
Contacts - Ability to import credit limits
Ability to import credit limits along with contact information in the normal import template, particularly when converting your accounting system to Xero.
34 votes -
Reports - Journal Entry on the Accounting menu
Please put a menu item under the Accounting Menu for Journal Entry. I don't like having to run a report just to go to manual journals or to add a new journal. Just put "New Journal" under the advanced sub menu under accounting. If you are concerned about the average bookkeeper making journal entries, allow the ability for the admin to dictate which menu items are shown for different users.
2 votes -
Contacts - Allow Negative Discounts
Allow Negative Discounts to provide a basic Tiered Pricing Solution
There has been a huge amount of noise over the last 5+ years about Xero not supporting Tiered pricing. This can mean many things, but the most basic requirement is Customer Price Lists.
It can be as simple as allowing negative discounts in the Contact Record...a negative discount would increase the price instead of discounting it.
Every Item Currently has a default 'Sale Price'.
Allowing both a +ve or -ve 'Discount' in the contact record solves the basic tiered pricing issue. This is a very simple solution to creating a…
2 votes -
Invoicing - Add nominal ledger code to supplier invoice report
It would be useful to run a supplier invoice report that includes the Nominal ledger code the invoice as been assigned to
5 votes -
Projects - Notification or reminder of invoices and projects due
Ability to set reminders/notifications to raise next invoice in Xero Projects
When raising the quote, which details the scheduled dates that the customer will be invoiced, it would be useful if you could set a reminder/notification on the project to tell you when to prepare and send the next invoice out.
9 votes -
Account Transactions Report - Running Balance calculation
Currently the Account Transactions Report calculates Debits minus Credits which means a positive Running Balance shows in brackets and a negative Running Balance shows without brackets. This is totally contradictory to the usual accepted Accounting Rules. Can this be changed so that the Running Balance is calculated as CREDITS MINUS DEBITS please ?
5 votes -
UK Payroll - Breakdown of SMP calculation on payslip
The ability to be able to print out a breakdown for the employee of their payments for SMP and how Xero calculates them. This is available in other payroll software
7 votes -
Sales Overview - Bulk "Void" button for invoices
Can you introduce a "void " button please on the invoice listing page. We have dozens of invoices that have not been paid as customer cancelled order but we cannot void them in bulk. We would like to use the checkbox next to the listing of invoices and select "void" to do them all at the same time rather than one by one which we do not have time to do.
34 votes -
Xero Projects - Include Day in the invoice
Xero Projects: include 'Day (i.e. Sun, Mon etc)' in the invoice line item field with 'Date'
1 vote -
Invoicing - Send customer receipts to a mobile phone
Would it be possible to send a customer receipt to a mobile phone/cell phone?
1 voteNice to hear your interest in this, Sarah. While we don't have immediate plans for sending invoice receipts to customers via SMS, as you may have heard we've made steps in this space with sending of invoices via SMS now available to AU customers, and in the works for the US - See my update on this idea.
We're continuing to expand on this feature for the time being but we'll continue to track interest in your idea here and share if there's any plans made. 🙂
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Invoices: Customise items in 'Due date' dropdown list
Currently, when creating an invoice, the payment terms dropdown gives you the following options:
- Today
- 7 days
- 14 days
- EOM +1
- EOM +20
- end of next month
I would like to customise this list; the Australian government has recently brought in payment standards of 5 days if sent by e-invoice and 20 days if not, for all invoices sent to all non-corporate Commonwealth entities (including Defence) and neither of those are amongst the standard options. This means that I have to manually change the due date based on the contract for every invoice sent,…13 votes -
Invoices - Option to set direct bank transfer payment option on Invoices
Could we implement an option to pay an invoice via bank transfer when a customer clicks on the 'pay now' link on an invoice?
At the moment, most of the connected services are done via card and may have fees included on top of what the customer already has to pay.
4 votes -
Invoices - Payment Terms to include a "day(s) after the end of the bill week" option
It is far more common place and practical to set a give day of the week to send payment batches. I would assume that most businesses are not firing off payments every day of the week for every individual invoice (ie based on x number of days after invoice/bill date).
That being said, I also believe it is far less common to be offering or to be offered payment terms of old (ie x days after EOM).
It is and has been common place in our industry for more than 20 years, that suppliers provide payments terms of x days…
7 votes -
Xero Expenses - Ability to overwrite VAT amount
When uploading a 20% vat rate expense via the Xero Expense App please allow for the VAT box to be overwritten if required. This is an issue when the Xero rounding is different to that on the receipt, usually by 1p.
Thanks
Andrew13 votes -
User logins - Client to see a login by the practice, rather than individual users
As a firm of around 25 accountants, we all may need access to a particular client at any point in time. Currently however, the client is aware of each individual user (i.e. 25 users) rather than an as a practice.
It would be therefore be good if Xero operated like Sage or QBs whereby the client only sees the practice as having access to their data.
5 votes -
Statements - Attach outstanding invoices
It would be a time saver if copies of outstanding invoices were attached when emailing customer statements
42 votesHI team, while it's not possible to include links to all outstanding invoices when sending a statement I did want to make sure you're aware of the option to include a link to Outstanding bills when emailing an invoice to customer.
From this link your customer will be able to see a total and the individual invoices they have outstanding to pay with you - more on this here
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Xero Accounting app - Reference in invoice heading
I have a long list of draft invoices, however in the app, I don't know what each one is unless I click on it? Why is the reference not in the heading? This would save a LOT of time for such a small feature.
1 vote -
Files - Add to new 'Credit Note'
I cannot attach a credit note file to a new credit note directly from Xero Files which is frustrating, it would be really helpful to have this as an option.
8 votes
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