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4233 results found

  1. For Xero to expand their bank feed connections to develop feed that supports Chase bank UK

    18 votes

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  2. For Xero to expand their bank feed connections to develop feed that supports Cynergy bank

    17 votes

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  3. When reconciling transactions and Find & Match is used, usually for multiple matches, please add an attachment button.
    In the example of one payment matched to multiple sales invoices, there is usually a remittance provided by the client that we need to file with the payment.
    We shouldn't need to go back to a reconciled transaction and manually add the remittance to each line individually.

    111 votes

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  4. Option to be able to view payslip in employee file rather than having to download

    17 votes

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    0 comments  ·  Payroll  ·  Admin →
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    Hi everyone, while not directly from an employee's record it's possible to view an employees payslip without having to download it. If you select Pay employees from the Payroll menu, choose the required pay run you'll be able to click View Reports where you can choose the 'Payslips' option.

    From here you can see the payslips for all employees in that pay period.

    We don't have direct plans for adding this capability from within an employee's record atm, but we'll track the interest of this here and let you know if any change is planned.

  5. PO and Remittance advice - separate email address - ability to select different email address for sending PO and remittance advice to supplier. Currently able to add mutiple email addresses to contact, but then required to remove the unwanted email address when sending a PO or remittance advice. This can be labourious when creating a batch payment.

    32 votes

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  6. We bulk upload invoices in advance with "Draft" invoice numbers as we don't know their ultimate sequence for issue. We then assign a chronological invoice number when the invoice is approved and/or saved. In "Classic" invoicing, if I delete the invoice number it automatically assigned the next number in sequence e.g. #INV-0089, however in "New" invoicing if I delete the invoice number is warns me that I need a number and reverts to the original "Draft" number" and not the next chronological number in sequence. This is a significant backward step in functionality, can you confirm this bug will be…

    88 votes

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    Hi team, we appreciate the added feedback from you on the behaviours from classic that you'd find useful in new invoicing. The invoice number assignment is still a feature that our teams are continuing to monitor closely. Right now, while we don’t have plans for changing the way invoice numbers are assigned, our product teams are considering future improvements - As part of this they are doing some discovery that we’d love to get your contribution to.

    We'd like to invite you to share back though our survey here. Insights from this will help our product teams get a deepened sense of our invoicing users. Thanks

  7. From 1st January 2025 businesses in Germany must be able to receive e-invoices and this function does not exist in the Global edition we use for our German clients.

    We need this functionality setting up as a matter of urgency.

    34 votes

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    Thanks for raising the idea with us. Our team are aware of the mandate of eInvoicing for Germany. While we don't have immediate work planned at this stage our plan is to support any Peppol-enabled region in the long term and we are paying close attention to the interest from users on this idea. We'll be sure to update of any progress surrounding this for you, here.

    The mandate currently states "The new legal regulation currently contains no specifications for the electronic transmission of electronic invoices. An email inbox should therefore initially be sufficient to receive an electronic invoice."

    Based on this, currently with Xero an eInvoice could be received by using our Email to bills service, or by including the invoice as an attachment and sending to your organisation's Files library. On agreement with your suppliers you could share your bills, or files library email with them so…

  8. Allow the inclusion of Credit Notes in Batch Payments where the total to be paid to a supplier is still positive. This would allow a single batch for a Supplier to match their Statement, particularly where credit notes are not related to specific Bills.

    782 votes

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    Hi everyone, we appreciate wanting to hear from us on this idea and apologies for not commenting sooner. I can assure you this has not gone unnoticed and internally there have been reviews and discussions for how batch payments can be improved. We have the appetite, but as with all developments this must be weighed up and considered against many other important changes needed in product. 

    We want to be upfront that developing the ability to include Credit notes in Batch payments has not been planned at this stage. 

    As some may have seen, we do have work going on around being able to include Credit Notes as part of the reconciliation process. We understand for many on this idea the timing of including credit notes when you’re creating the batch payments is crucial, however we hope that when delivered at least being able to reconcile these more efficiently…

  9. Ability to draft future payruns - ie more than 1 darft payrun. Especially at Christmas time. I would like to draft up future payruns before Igo on leave, but still have the ability to adjust this week payrun for overtime etc. At the moment I can't move forward until I complete current payrun. or i have to do un unscheduled payrun to fix it. Very time consuming

    9 votes

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    3 comments  ·  Payroll  ·  Admin →
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    Hi team, we want to be upfront that we don't have immediate plans for enabling the ability to create multiple draft pay runs in NZ Payroll.

    If this is something you'd like to see developed for NZ Payroll please add your vote here and we will continue to get a sense of the overall interest from community, and can share if there are any plans made.

  10. ability to select more than one employee when generating payroll reports, not just a single employee or All employees

    16 votes

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     ·  2 comments  ·  Payroll  ·  Admin →
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  11. Please remove the invoice amount from the "New Invoicing"

    This should be optional for set templates like the classic invoicing where you could turn it off and on. It doesn't look great and prefer the older layout of the emails where you could control the layout more.

    27 votes

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  12. Xero currently lacks the capability to bulk pay multi-currency invoices. This creates a significant bottleneck for our clients with a default currency of USD who process hundreds of invoices in EUR each month. While it is possible to import invoices in EUR in bulk, marking each invoice as paid individually is extremely time-consuming and inefficient. Please consider implementing a feature that allows users to bulk pay invoices in the same foreign currency. This enhancement would streamline the workflow for businesses handling large volumes of international transactions, saving time and reducing manual effort.

    64 votes

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  13. Some purchase contacts have requested that invoices be sent to an accounts email while statements are to be sent to a different email address, both of which are different from the person who is the actual primary contact. It would be advantageous for Xero to incorporate this to allow for the invoices and statements to be sent to the correct emails without the necessity of sending every document to the primary contact or to each other which is not required or desired.

    348 votes

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  14. It would be great to have a Direct Debit flag on the Bills area. Especially on the ones waiting payment.
    That would allow us to know if a bill that is waiting payment is Direct Debit and we don't need to act, just wait to reconcile.
    I created a (terrible) mockup and attached it.

    52 votes

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  15. It would be beneficial for clients who pay commissions to be able to customise the description on the pay slip (rather than showing just 'Withholding Income') or having to set up various 'Pay Items'.

    9 votes

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     ·  2 comments  ·  Payroll  ·  Admin →
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  16. The choice of payroll reports is so limited on Xero. Can the suite of reports be expanded so that they can give us the information we need to do analysis on?

    21 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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  17. Once you close a period, pulled all the accounts and happy with the financial position, you close the period to stop posting to that period. But when you receive a old supplier invoice, which has been accrued in, Xero does not allow you to post the invoice without re-opening the period date. This means, you either reverse your accrual journal to post the older invoice, changing the financial position or manully altering the invoice date, to post it into current period. Increases workload and hassle. It also means your supplier account does not mirror with their accounts with dates. Xero…

    13 votes

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  18. A new customer statement report, or tick box to include quotes

    11 votes

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  19. With the new pricing tiers coming in September 2024, Projects is only included in the most expensive tier. I currently pay for it as an add-on on a per user basis. With just two of us, this is cost effective. From September, if I want Projects I will have to pay for the top tier, a 30% increase to retain the features I use! Please make Projects available in lower pricing tiers.

    46 votes

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  20. Automatically assign a tracking category to a chart of account code, so when costs are billed against the account code, it also automatically assigns those costs to a default tracking category

    125 votes

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