4584 results found
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Invoicing - Choose which columns to show on the Invoices screens
It would be great to be able to choose which headings are visible on the default invoices view. There are some customisable reports which allow you to run a report with your preferred view. But for others such as repeating invoices there are no options.
Our company has different teams, so for these it would be good to customise the column headers, to show the contact groups the client belongs to. This would allow us to forecast what upcoming invoices are due for each team, so that they can allocate resources accordingly.
Ideally the following would be helpful
1) the…15 votes -
Bills and Invoices - Automated data entry back ups
Add simple manual and automatic backup schedules that can download data entry and activity on a daily, weekly, monthly or annual basis.
This would address everyone's fear of losing all our hard work inputting invoices, receipts, data etc.
3 votes -
UK Payroll: Indicate premiums on payslip when payrolling health insurance benefit
Be able to add a message for each individual employee to tell them what their premium is for their medical insurance benefit.
The premium for each employee is different, so can't use the payslip message on a payroll run. Adding individual data to a person's payslip each month is too labour intensive.
Maybe some type of pay item without affecting their pay/tax/NI etc. It could then be added to their pay template so it appears every month.
5 votes -
Projects - Ability to set a Daily rate
Projects currently only allows hourly rate, fixed price or non chargeable time. It would be great to be able to select a daily rate option
8 votes -
User role: Control and restrict access to accounts in Xero
We use Xero for our Bookkeeping business & would like to invite clients to view only the information pertaining to their individual business records. Right now, anyone who logs in can see every other client’s information, as well as their own.
11 votes -
Find & match | Bank fee - Allow multiple contacts for adjustments
Allow multiple contacts for the bank fee adjustments. When we have a number of customers paying via card in one day it automatically pays the full amount of the payments into our account the following day but each customer has a bank fee and it would be helpful to add this for each customer.
2 votes -
Bills | Multi-currency - Show total amount owing at date bill raised
On a multi currency company it would be better for the total amount showing due matches the balance of all bills as per the date they were raised.
It causes confusion for clients when they pay a supplier, they usually just check total owed against the contact, if it's fluctuating to reflect exchange rates this means they may under or over pay the actual original bills.2 votes -
Report - Contacts not used within a time period e.g 12 months
A report to run to identify suppliers and customers that have not used in the last 12 months, so we can archive some contacts.
4 votesNot a capture all but maybe a step in the right direction for now that could help, Maureen - Smart Lists could help you get a view of the customers that you've not sold items to recently.
You could run a New Smart List to view Any customers who have Not Purchased Any items In the last year - Find out more on Smart lists here.
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Remove the 'added feature' in New Invoicing that removes leading carriage returns and spaces
The 'new invoicing' option automatically removes any leading carriage returns and leading spaces in the invoice description field.
This did not occur in the classic version and wonder why it was introduced.
To enable the details of the invoice to be easily read, it is sometimes necessary to separate line items on the invoice and to indent the actual description.
Can this 'feature' be removed?4 votes -
Custom Report - Ability to create formula with any column
Custom Reports
The formula feature only appears to work for columns that are located to the left of the formula column.
Each column has a name, surely the name is the important element and not the position of the column on the report.
Can the formula feature be amended so that columns from anywhere in the report can be included5 votes -
Running total of CIS liability on the dashboard
Could the CIS liability 'running total' become available on the Dashboard? For any CIS registered business it is important to know liabilities at the click of a button. Please can Xero support look into an "add-on" for CIS liability total shown on the dashboard.
3 votes -
AU Payroll - Remove STP filling errors once submission accepted
If there's an error in a payrun that causes STP filing to fail, that payrun shows up in STP finalisation for that financial year as something to fix. Given that filing STP just gives the YTD totals to the ATO, this means that even if I've fixed what caused the error, by doing a correcting payrun (as per Xero instructions), I will still be told that it needs fixing when running the STP finalisation for the EOFY. As will my client, who has now attempted to file the same payrun six times and is getting rather stressed about it, even…
1 vote -
Reports - Pin reports without favouriting them
It would be good to have an option to just “Pin” reports to have them on top of the report section but not in the Accounting Tab dropdown.
2 votes -
Projects | Task Invoice - Show detail of time associated to task
Project invoicing to show time in minutes/hours for time entries
This is a requirement of many of our customers. Eg time sent 30 mins shows as 0.5 on invoice. We need a column that shows time for the task time enry. At present we need to manually type 30 mins in the task description to meet customer invoicing requirements.2 votes -
AU Payroll: Ignore RDO accrual on annual leave
To automatically reduce the RDO accrual when an employee has taken paid leave such as annual leave
5 votes -
Projects | Tasks & expenses - Ability to group estimated expenses
Xero Projects - Group estimated expenses
It would be helpful to be able to set up categories to group together estimated expenses. For projects with lots of different expenses but of a similiar type it would be useful to be able to group these to more quickly see the various costs of a project. For example, to separate out administrative costs from material costs at a glance, so there would be a 'category' into which we could put tasks, estimated expenses and expenses to distinguish from other major costs while still tracking individual costs against the specific estimate.7 votes -
Aged Receivables Reports - Send Statements
It will be really great from the Aged Receivables Reports to be able to send Statements to Customers without having to leave the page and come back to it.
A flag, on the Aged Receivables Reports, of when last a statement was sent will also be very useful.
29 votes -
UK Payroll - Individual Payslip PDF file name should default to the person's name
When downloading the individual payslip it would be nice if the PDF would say the persons name rather than the default filename of Payslip (1) etc
Other payroll software such as Shape does this. Shame that Xero doesn't1 vote -
Invoice - Apportion payment to specific line items
Apportion payment to specific line items on invoices. This would allow you to choose where to apply the payment, making it possible to have invoices with multiple payments to have the sales taxed/no sale tax payment correctly and just not proportionally.
23 votes -
Dashboard - Option to 'Edit account details'
Add 'Edit account details' link for bank accounts from dashboard.
2 votes
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