4670 results found
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Sales Invoice - Mark as shipped or processed
Ability to mark an invoice as "shipped". I want to use repeating invoices, but it's an administrative nightmare having to use an external method to track which orders have been shipped to the customer. It's not like you can even download just the invoice header information into a spreadsheet and use that. The export option downloads all of the lines, as well.
An invoice could have a field like "physical item to ship" or "requires processing after payment" that could be used to filter for "unprocessed" items.
A tracking number would be useful, too. Setting it to "shipped" would send…
28 votes -
Banking | Manual import - Option to reverse Credits and Debits columns
A common problem importing bank files is the reversal of Debits and Credits. This is especially common with Credit Cards.
The "fix" that Xero recommend is to modify the file with a spreadsheet editor. This is only possible with CSV files and is error prone.
A setting to reverse credits and debits when importing bank files would be immensely useful when your credit card provider statement has it's debits and credits reversed.
Or maybe allow a bank to be treated as a Liability?
4 votes -
NZ Payroll - Add set Tax Rates when creating pay items
Have tax rates added to Pay Items and or a way to add employee tax rate to unscheduled pay runs so you don't have to edit tax rate when processing.
This will ensure correct tax rate is applied to all employees every time a pay is processed, whether is a normal pay run and or unscheduled pay (bonus etc)
1 vote -
Repeating Invoices: Nominate annual dates for issuing repeat invoices.
The option to select up to four specific dates per year to generate invoices. The every 3 month option doesn't allow for office closure periods during holiday breaks and at least one of every 4 invoices per year is at an inopportune time.
1 vote -
Invoices - Add a column to show if customer has been billed
It still seems absolutely staggering that you can't add a column to the payable invoice summary report showing to which customer each invoice has been billed.
It would then be very easy to scan down and see if any invoices which should have been billed out haven't been.
Missing assigning an invoice to a customer is a major area of financial risk and it's so easy to do on Xero and no way to easily check.
Many people are unhappy about this and surely the big concerns and risk areas should be a priority? A business could easily lose tens…
1 vote -
Invoices within sales overview page - Distinguish automatic paid invoices from regular online invoices
Invoices that are automatically deducted from your bank account will be shown as awaiting payment as long as they are not paid, but should be clearly distinguishable from invoices that you still need to pay, i.e. take action on. This way you have an accurate overview of your account balance, expected payments, and actions you need to take.
1 vote -
Chart of accounts - Search multiple accounts / account codes at once
Adding an advance search in the chart of accounts to search up multiple codes/accounts at once.
1 vote -
Reporting - Include report filters in report links/URLs
New reports - enable data capture in links
Currently - if you select a specific date range or filter and then link to this report, that data is lost and upon clicking the link you get the default report and have to reselect the data.
It would be useful and time saving to enable the link to capture that data - the same as the old versions of the reports
9 votes -
Dashboard - Business Overview Graphs
It would be nice to have a business overview dashboard similar to QuickBooks. The existing Xero dashboard is designed for bookkeepers and doesn’t have any valuable insights for business owners. Perhaps it would be better to have two different tabs on the dashboard, one for bookkeepers, and another one for business owners.
P.S.
Numbers of the screenshot are from a demo account2 votes -
Financial Settings - Tick / Untick for defined lock periods
Can i request for lock period for specify period such as
Tick Lock./ untick lockJan23 /
Feb23. /
Mar23
Apr23. /
May23. /
OnwardjExisting lock practise lock until mar23.
If i want to do amendment on feb23, i need to unlock mar23 and feb23, then i can do amendment on feb23.2 votes -
Payroll: Seperate pre and post-tax deductions on payslip
Separating out pre & posttax deductions on PDF payslip. At the minute these are all displayed together.
Would be better if Pre tax deductions where displayed under gross salary and then taxable pay calculated, before displaying post tax deductions.
Would be easier for employees to follow.4 votes -
Budget | Export - Separate column for Account Code
I would like to see the budget csv download with a separate column for ledger code. That way it could easily be sorted by ledger code rather than alphabetically.
10 votes -
Reporting - View payment reference and date paid
Reporting - to run a report that can show payment information (eg. paid date) and reference/item information.
A report under cash basis does not show the reference that I put on the invoice reference or the item information chosen in the invoice, it is really hard to search receivable payment based on the information I need (PFA).
A xero support specialist explained that because there is no reference on the payment, I can only search by Contact name or invoice number. But, when we do reconciliations to match the bank received with the invoice, there is nowhere to add an…16 votes -
Bank Statement report to show who the contact is that the transaction has been reconciled to
In the Bank Statement report it would be extremely helpful to have an additional column/option to view the Customer or Suppliers contact name that the transaction has been reconciled to.
We have a lot of invoices for the same amount and depending on who is reconciling, they can be matched to the incorrect customer.
A report showing the contact would help pick up anomalies, rather then after sending statements wait for a disgruntled customer to notify us that a payment has been made when we have reconciled it to another customer.3 votesPerhaps the Account Transactions report would be of help to you here, Tracy? You can adjust the report to add related account and Contact columns so you could see which account a payment came from as well as the contact it was assigned too.
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UK Payroll - Change pension auto enrolment percentages
The ability to change auto enrolment percentages when a new staff member first is assessed and paid. A staff member has negotiated a higher employer percentage and I know we can change it once this has been added to the payslip going forward but at the time they are assessed and going to be included in the first pay run as well as a popup which lets you postpone them it would be good to also get the option to edit their pension percentages at the same time. The work around is a bit of a faff and prone to…
2 votes -
AU Payroll | Employees - Add Visitor Status as a field
In Australia we are required to check an employee's visa status and keep a record of such.
Additionally we have to report on this every quarter.
It would be great to add visit status to the employment record
4 votes -
Auto sales tax - Add Puerto Rico as a registered state
Add Puerto Rico to the sales tax lookup under States where your business is registered to collect sales tax
2 votesThanks for raising this as an idea on the site, Rhyse. We don't currently have plans for extending auto sales tax to other regions atm but we're keen to stay close to the interest of this here. I'll let you know if there's anything changes for this, here.
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AU Payroll: Alert employees when leave balance is above threshold
I want our employees to receive an automatic email when their leave balance is above a certain level, separate to their payslip. The email will be a prompt advising them of their leave balance and our company policy regarding taking leave. I'd anticipate the email workflow would be triggered once each payroll period, when it is completed, based on a conditional logic such as 'if balance is greater than X, this email is generated for Employee A'.
3 votes -
Payroll: Filter Payroll Summary Report by tracking category
show tracking options in Payroll summary report
8 votes -
Batch payments - Back to revert to Awaiting Payments list with selections
Back button from the New Batch Payment window should take you to the Awaiting Payment window with the purchase invoices still checked. This has been lost with the upgrade to the Purchases window.
Now, the "back" button from an open batch takes you to the Purchases Overview, so you lose everything you've done4 votes
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