4593 results found
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Invoices - Create Pick List for Orders
Generate a pick list of items once the customers make a payment similar to how with the push of a button you can turn quotes to an invoice. Pick list will be used for internal record keeping.
1 vote -
Aged Payables report - Ability to view and group by Account
To be able to customise the Aged Payable report by adding GL Codes to the columns, and then being able to group by this as well.
Thanks3 votes -
Bills - Ability to approve a bill with a total negative amount
I would like to have the ability to create a bill with a negative balance. This way, I can control the full credit to the exact sales tax account. The current way a Credit is applied to a batch bill it takes a percentage off each line item (total due and sales tax). I have to remit tax in multiple states, and the way credits are handled throws off my totals to remit. Right now, I edit existing bills and apply credits within the bill for a workaround. It's a painful process. Creating a bill with a negative balance would…
2 votes -
PayPal - Import proportion of VAT with feed
As a retail company with many hundreds of transactions each day it is a massive task to properly account for VAT. All our products are VATable inside the UK but we receive many orders from outside the UK which are non-VATable, or from other EU countries where we must charge a different VAT rate for our IOSS return.
PayPal holds details of the VAT that was collected as part of the transaction, but as Xero imports all these hundreds of transactions from PayPal it currently does not import those VAT details. That means we have to look at our other…
2 votes -
Reporting - Show all tracking categories even if there is no data in the period reports run
Recent changes to the report layouts when comparing categories means that categories without data no-longer show. It would be great for the user to have the ability to choose whether to include/exclude.
This is particularly relevant when reporting is exported to Excel for customised reports that cannot be developed within Xero. The exported data out of Xero needs to have same column headings so that lookups in Excel continue to work.
The recent change has meant that reports we have already developed within Excel that rely on Xero data no-longer work. And is time consuming to add back in columns…2 votesAppreciate the feedback, Julie. This has generally been to help keep the report clean.
There aren't any direct plans for adding non used categories back into view but it'd be good to be able to share if there are any specific reports you're commonly using that you'd find this view useful in.
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AU Payroll - Notify employees when their bank or super details are updated
When Bank or Superannuation details are changed for an employee, Xero sends an alert to the Admin/Account owner of the account. The employee details who have changed should also be sent an email alert.
3 votes -
Fixed asset - Create from prepayment
There should be an option to enter a prepayment to/from a Contact as such, that is a prepayment. For now, it has to be entered as an invoice. Creating an invoice also creates HST due/credit and it does not follow tax/HST rules because a prepayment is not a sale.
3 votes -
Reconciliation - Notify users when there are new entries in Discuss tab
the discussion tab in bank reconciliation is a wonderful tool to communicate issues encountered in doing bank reconciliations. What would make it better would be if there is an option to notify specific users when a new entry or response has been entered in the tab. This would increase productivity for service providers and allow their clients to respond quicker to queries from their service provider
13 votes -
Manual Journals - Import as tax inclusive
The template for importing journals is setup tax inclusive, but once imported, Xero defaults to tax exclusive and a journal including tax transactions therefore doesn't balance until you go into the draft journal itself and change back to tax inclusive!
Would be useful to be able to globally set whether imported journals are tax inclusive or exclusive. Presumably in the "Tax Defaults" section of Financial Settings.
16 votes -
Sales Invoice - Automatically send invoices when they are raised
We would like to generate invoice data from our proprietry software which will be posted as authorised invoices and those invoices be automatically emailed to our customers.
16 votes -
Inventory: Lock items from being affected by customer discount
Some of our customers have set discounts, however, some of our inventory items have very little to no margin and we would like to be able to block that inventory item from being discounted. Also, freight gets discounted on customers that have discounts saved to their account?
4 votes -
Batch Payment - SSV file type option
I need Xero to have more payment file formats to upload bill payments into the bank. It is such a useful function, but it becomes too much manual intervention to add columns every time you export the file to match your specific bank's needs.
It will be great to be able to upload a template that can pull the needed info, similar to a Sales invoice templates.
3 votes -
VAT reconciliation report - Highlight that report only works with older version of non-MTS VAT Return
The VAT reconciliation report is still listed in the menu of reports, however there should be a comment somewhere in the report that says that it doesn't integrate with VAT returns filed under MTD.
This will avoid staff who are unaware of this, trying to make sense of it.
Maybe just completely remove it.1 voteThanks for the feedback, Andrew. This is something that's noted within the help for this report but appreciate wanting to see this more predominantly in the product.
No changes at present but we'll let you know if there are any made, here.
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AU Payroll: Support for overseas employees taxed as AU residents
Can we please add an ability to add a new employee who is still an "Australian Resident for Taxation Purposes" but residing overseas for twelve months? Can't presently add an international address.
2 votes -
Bills - Open .doc attachments natively in Xero (without downloading)
Please make a change so that a .doc attachment (eg against a payment) can be opened without having to downloading it
1 vote -
Project reports - Filter by invoice status
Please can we have the option to drill down a project summary/project financial report to only include submitted/paid invoices and to be able to have the option to exclude draft invoices
1 vote -
Go Cardless | Notification of Direct Debit failure
If the company uses the Go Cardless payment feature, it would be good to have the fuctionality to know if a direct debit has failed
7 votes -
Subscription - Allow downgrade any time (effective at the end of the subscription period)
It is ridiculous that you are forced to set a calendar reminder to come back and downgrade a Xero Subscription in a month's time.
A client may need to increase their subscription purely to account for the crossover period of one staff member leaving and a new one starting and whilst we have no issue paying the additional for the one extra employee, to make it impossible to downgrade for a month after that upgrade is a pathetic cash grab by Xero.
Make it possible to downgrade the file immediately and have it take effect from the future date.7 votes -
Contacts - Being able to re-assign contacts in "All" to "Customers" or "Suppliers"
We have imported all our contacts (a mixture of customers and suppliers) into Xero but they have all gone into the "All" category and there is now no way of assigning them to the "Customers" or "Suppliers" categories. It seems like a crazy restriction that not even the Xero people can fix for us. My suggestion is to allow us to move them out of All into one of the other categories.
9 votes -
Payroll: Accruable earnings pay item
Accrued Earnings Payroll item in Payroll
We need to record a Project Incentive Payment as an accrual on payslips. These accruals vary per project with some accrued hourly, daily or weekly and are paid at the end of the project.
The Accrued Earnings payment would be setup in Payroll Settings, with a running total displayed on payslips.
5 votes
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