4775 results found
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Invoice Templates - Customize header for Paid Invoices
Would like to have the ability to customize the header for a paid invoice to be TAX INOVICE while the unpaid invoices are just called Invoice. Currently the templates allow for a custom title for the over due invoices, approved invoices but not paid invoices.
1 vote -
UK Payroll - More options for Gender
Add other gender options for personal settings, non-binary & intersex
24 votesThanks for confirming, Andy - Really appreciate the screenshot. 🙂
I've checked in with our Payroll team where this detail is saved.
We appreciate wanting more options for gender when entering personal details, and in some regions such as AU & NZ this is optional.
Currently, in order to ensure successful payroll filings with HMRC in the UK, we need to match the schema they provide. That said, our team are reassessing how this fits in Xero so I'll shift this Idea to 'under review' and can share any updates that come. -
Run a report on a monthly basis to pay my employees expenses
If employees are putting their expenses onto Xero Projects then you should be able to pull a report and pay their expenses from it. Otherwise they are going to have to duplicate work by putting it on Projects and then submitting an expense claim.
4 votesMaybe a case of understanding your workflows here a bit better, Rachel. Currently when entering an expense through Xero Expenses you can assign to Projects so these'll attach and show against your Projects in Xero - Would be great to get more details if there's something in here which requires duplication.
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Bank Rule - Ability to default to 'All conditions match'
Since the change to the updated Bank Rules page, it now defaults to 'Any Conditions Match'.
I have to change this to 'All Conditions Match' literally every. single. time. I create a bank rule, otherwise it defaults to matching almost all transactions.
This is a disaster waiting to happen.
11 votesThanks for sharing back on the change, Alan. It's difficult to make changes to suit everyone's needs, and changing the default from 'All' to 'Any' was carefully considered as part of the recent updates to Bank Rules.
This was something users told us would be helpful as many more users create 'loose' rules to capture more statement lines.
Currently there aren't any plans to change this back. What would be more useful would be the ability to set your own default, but for now we'll begin to track the interest of this here.
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Inventory - Fully integrate Locate inventory ERP
Inventory - Fully integrate Locate Inventory into the Xero platform so users have a fully functioning ERP and inventory management system.
30 votes -
Project Financials - Include a Supplier option
In the older Project Report function it was possible to select the Supplier Name. This option is now not available in the newer Project Financials report. This is useful as it allows supplier engagement for a specific project to be monitored and avoids the need to perform other more long-winded searches.
7 votes -
Purchase - Add schedule payment date from within the transaction
Payment Schedule Date - add from other screens
Make it easier to schedule payment dates. I love the ability to schedule payment dates but it is only available from one screen. It would be great to be able to add a schedule payment date from within the purchase. That would mean you could approve and schedule from the one screen.
23 votes -
Invoice - Link back to project from invoice
I would like to be able to have a link to click that takes you back to the project that the invoice was created from. There is a note to say what project it was but I have to go to projects and find the project, I would love for this note to be a direct link to the project.
13 votes -
Fixed Assets - Run depreciation from 6th to 5th of a month
Be able to run depreciation from 6th to 5th of a month for businesses that have a financial year end of 5 April.
Whilst you can do this for a 1st year of trading, we have found that you are unable to run it for any year after and after checking with xero, you are unable to run depreciation if the fixed asset start date is not the 1st of the month.14 votes -
Files - Allow file emails without attachments
Ability to accept emails that have no attachments in Xero Files.
Purpose: Users can upload their email invoices/quotes easily into Xero.
27 votes -
Global Search - Ability to search Projects
Why can't you search for project number using the magnifying option top right main screen?
3 votes -
CIS report - Ability to include tracking
When running the monthly CIS report it would be helpful to include the tracking category, to be able to work out the total liability per department to pay out of each bank account to HMRC
4 votes -
Reports: Include bank accounts in Cash Summary report
Hope the cash summary can select Bank Accounts so that I will know the cash movements within particular bank account.
8 votes -
NZ Payroll - Ability to export Leave Liability report to excel
That Leave Liability Report is able to be exported to Excel. This would avoid double handling when I am creating graphing for the CE
20 votesHey community, just a quick update to let you know the team are currently working on this! No exact timeframes are available just yet but we'll pop back when we have more news to share 🗞️
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Invoice - Show Domestic Reverse Charge VAT on Invoices
Show the total amount of Domestic Reverse Charge VAT on an invoice, to make it clear to the customer what is due by them.
It is not necessary to show the VAT amount on each line, when it is the same for the whole invoice.
While Xero may be compliant with HMRC, it is not right for businesses who are being repeatedly asked for this information to be shown on invoices. It would be a simple fix for Xero as the functionality is already in place.This is on a discussion thread with plenty of users requesting the same thing.
13 votes -
Expenses Payments - Auto-Populate Approved Amount
Generally working in Xero is very efficient. However, when paying approved expense claims (and recording the payment) I have to constantly switch between keyboard to type in the payment amount (which is displayed in a cell above) and the mouse to select the payment date and payment account. I can't imagine a scenario when the amount paid is not the amount approved. Why is this cell not pre-populated with the approved amount? If it was it would halve the time it would take me to register payments against expense claims.
2 votes -
Income & Expenditure Report - Add funds brought forward & carried forward rows
Adding "Funds Brought Forward" row for "Income & Expenditure Report", and a "Funds Carried Forward" at the bottom.
3 votes -
Customer Statements - Use Contact default to apply template
We are a multi-currency business. We send out invoices in GBP (base currency), EUR and USD. We have 3 bank accounts (GBP, EUR, USD. I therefore had to create separate invoice templates for each currency, to show the correct bank details. I added the relevant invoice theme when setting up a new contact (customer). This works well when raising an invoice. However when manually sending out a statement it does not take the invoice theme from the one chosen on the invoice (= in our case normally default invoice theme on contact). It takes the ‘default template’ = the first…
24 votes -
Projects - Display Project Number manager fields within invoice
Customer purchase order number field.
Why is there no field for customer po number?
8 votes -
EU Invoice: Ability to switch comma/decimal format
Currently in European Countries except for the United Kingdom, the comma is used as a decimal separator not the dot.
Europe: x.,xx i.e. €1.250,55
UK: x,.xx i.e. £1,250.55For those Xero users invoicing to Europe countries It would be great if we could change the format of these numeric separators to better conform to European countries.
The only ability we have at the moment to customise this is to remove the comma separator completely and have no decimal places.
i.e €1 2518 votes
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