4681 results found
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Bank Feed - J.P. Morgan Chase CHASAU2X
Bank Feed - J.P. Morgan Chase
For Xero to expand their bank feed connections to develop feed that supports J.P. Morgan Chase bank
CHASAU2X
2 votes -
Xero for Sole Traders
Xero needs to create a subscription purely designed for sole traders.
Applications like hnry are alot more user-friendly and a subsciption plan designed purely for sole traders who want to manage their own returns would be great. It would also be ideal to have the subscription cost refined for this type of usage also2 votesHi Shyam, this likely depends on your needs as a Sole trader and the type of features you need when using Xero. If you're wanting to process payroll for yourself the Ignite plan offers this for 1 person, as well as access to many features across Xero that will help you record expenses, track and manage your business on Xero. Is there something in particular about this plan or it's offerings that don't fit your needs? See more of our plan offerings on our website.
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New invoicing - Option to Approve, send eInvoice and email with one click
I raise invoices for clients who provide services to government departments and have project managers involved. This requires me to send an invoice to the accounts department who may have einvoicing and to the project manager who does not have access to the financial software and therefore requires a copy of the invoice which also confirms to them that the invoice has been submitted to accounts. Would it be possible to have another option when preparing an invoice to Approve, Send (as an e-invoice) and Email all in one process?
3 votesInteresting to here your feedback here, and would be good to get a wider sense of customers that have similar scenario here. We don't have any plans for adding this option atm, but we'll update you here if anything changes. Thanks
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Bills to Pay - Filter by currency
It would be extremely helpful if a filter was added on the Bills to Pay screens for filtering based on currency
4 votes -
AU Payroll - Add portable long service leave report
Portable Long Service Leave Report - need a quarterly report that meets the Victorian Portable Long Service Leave requirements.
32 votes -
Bills - Purchase order number field on bill
A field/box to enter the purchase order number when entering bills
We use a separate system for creating POs and would like to record our PO number in a dedicated field when entering the corresponding bill(s)
114 votes -
UK Payroll - Audit history
To be able to view the audit history of pay run changes or changes made within payroll settings
3 votes -
Login - Ability to set a Password Expiry
Hi Community,
In relation to XERO security, I suggest all users should have a password expiry functionality where after a period (eg 6 months) it prompts all users to change their password.
2 votes -
New Invoicing - Allow fields to be populated in any order
New invoicing forces you to populate fields in order and I cannot set the tracking code until the description / amount et al are filled.
Please can the ability to populate in any order just classic invoicing
38 votesIt’s interesting to hear the different ways our users invoice and we appreciate you sharing how we could improve the flow of entry for you here. Being open this isn’t something we have plans for right now, however as our team plan further developments within invoicing, we’d like to engage you all here. To help our product teams get a better understanding of our invoicing users for future improvements, we’ve put a survey together and would love to hear your feedback through this.
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Bank Reconciliation - Available balance including Overdraft
In the bank account settings, add an optional data field to enter in the Overdraft limit on a bank account. Then on the dashboard screen, show the net available balance of current bank balance + the undrawn Overdraft limit.
Purpose - to save the user from having to manually calculate how much is available to make supplier/payroll payments or login to internet banking prior to check.
Should also be a simple feature to add.
3 votes -
UK Payroll - report showing total employer costs
Payroll report to show employer total costs per employee
4 votes -
Short term cash flow include repeat quarterly transaction
Would love that within money out/in and repeating the transaction that 'quarterly option' was included.
example: BAS, Super & PAYGIt would be great if this was an option for those using the short-term cash flow regularly.
3 votes -
Products and Services - Add description column
The option to view the product descriptions when in the Product and Services list should already be a feature.
Many of our products have an abbreviated item name, with the description containing the expanded product information. Opening individual products to view the description takes a significant amount of time as we have over 1,500 items.
It is also the product description, not the product item name, that appears on invoices to customers, so it only makes sense to be able to view the descriptions from the P&S list.
2 votes -
Invoices - Show paid date on invoices screen
Put the paid date on the Invoices screen. It would be really nice to have the paid date showing so I wouldn't have to click on the invoice to see when it was paid.
15 votes -
Xero Tracking Summary Report - Add the QUANTITY Column
Hi there, would be awesome to be able to have a column in the Xero Tracking Summary Report which would sum up the quantities from what you entered in the quantity column in the Receive Money/Spend Money when you reconcile the transactions. This is especially important when organisations are measuring the quantities (eg. number of trips taken; number of food parcels handed out) are used with Xero. As it takes a lot of time to go into each transaction and see what the quantities are to get the group total, this feature would save people a lot of time.
*Screenshot…
5 votes -
JAX - Import Supplier Bills
I would like to be able to drag and drop supplier invoices as PDFs into the JAX chat window as attachments.
JAX should allow me to include additional prompts before processing the invoice.
For example, how to handle different situations such as shipping and taxes listed in the supplier invoice.
It would also be great if JAX could support currency conversion.
For example:
- Please import these bills and update the supplier contact details.
- Assume the bills are tax exclusive.
- Assume that the amounts on the invoice are MXN pesos and convert these to USD assuming the following USD exchange rate.
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2 votesAppreciate you separating out the different ideas you have for JAX on the site here, Mark. This has also been shared back with our team.
We'll begin to track the interest from the community in being able to use JAX to import supplier bills here.
In the meantime you may find the Upload feature in Bills handy for this sort of entry - however just to note it doesn't support currency conversion atm so will still require manually updating to reflect the correct currency.
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Bank Reconciliation - Filter by spend/receive money
Filter the bank reconciliation by spend or received
Simple to complete the debtors first / or creditors
3 votes -
New invoicing - Invoice number changing
more of a fault - when creating a sales invoice and editing the invoice number - it keeps going back to a system default invoice number, even when that has been deleted/erased.
5 votesAppreciate you sharing here, Mike. Keen to get a bit more detail on the actions that are occurring for you here. When you say you remove the invoice number and it's changing - Are you trying to save the invoice with another number that you're entered or would you be trying to save this blank?
If not already I'd recommend raising a case with our Xero Support team of specialists to take a closer look at why this may be changing for you.
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DOCX - Show CIS after subtotal
CIS Deductions need to show at the bottom of the invoice on advanced invoice templates as seen on the standard invoice template.
9 votes -
Customer Journals
The ability to post a journal entry to a customer account or a supplier account, it would extend functionality greatly.
2 votes
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