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Customer Activity Statement - Ability to edit invoices
Send Statements, Outstanding, Select Date.
We want to send statements to our clients for invoices that are 30 days overdue - so if I put in the 28th February 2022, Xero brings up a list of all overdue invoices as at that date however some of those invoices have been paid so if I send out the 'Activity Statement' its not a true record of the invoices outstanding.
I would like Xero to change this so that you can either click on each invoice you want to send out ie the ones that haven't been paid or Xero only shows…
1 vote -
Organisation settings - Log in page on Xero to be the demo company
It would be good to be able to select the demo account to be the first one that shows on the account when you sign in if you are with a client. Currently you can only select the last subscription you were in or the Xero HQ clients list.
1 vote -
Bank feed - Direct feed for Kabbage by American Express
We just switched to Kabbage for checking but there is no support for creating an automatic Kabbage feed for checking transactions. As Kabbage has been acquired by American Express, and Kabbage offers a competitive interest rate for small businesses, Xero should explore end users being able to set up a feed - thanks!
1 vote -
Xero Me - Ability to add reimbursement for employee
Able to add notes or mileage and expenses (Reimbursements) into Xero Me for employees
1 vote -
Expenses claim access to suppliers when paid with personal money.
When entering an expense claim you can only assign it to a supplier if you paid with company money. If you pay with personnel money the supplier field is only free text and doesn't list suppliers to choose from.
I would like it so that we can search for suppliers and see everything that has been purchased from them no matter if it was paid directly to them or from one of our team members' back pocket.
1 vote -
AU Payroll - Create payroll reporting pack
It would be great to be able to add commonly requested payroll reports into either the Management Report or Custom Report Pack. Namely Payroll Activity Summary and Timesheet Summary
1 vote -
AU Payroll | Payroll Employee Summary - Include allowances for STP
Would like allowances to be included on the Payroll Employee Summary to help with STP finalisation
1 vote -
Purchase Orders - Update history once issued
Can the Purchase Order History be updated once a PO has been issued? Often the costs change when the Invoice comes in from the Supplier.
1 vote -
Find and recode - select an entire contact group
It would be a big time saver in certain situations if we could use the excellent find & recode function to change something for an entire contact group.
1 vote -
Organisation settings - Email alerts when new transactions appear
Email Alerts
When an event happens trigger an email to the primary user.
I would suggest listing out key events i.e. New Transaction and when that happens, send an email.1 vote -
Invoice Reminders - Ability to send manually
We need to be able to send reminder letters through Xero but as and when, and to all customers, not just those that have fallen overdue since turning on the function. We have just migrated and have to go through each account and send an email outside of Xero to chase these so therefore no audit trail. This seems a key feature which is missing and easy to implement.
1 vote -
Option to automatically send a receipt to client when an invoice is paid in part or in full.
Allow XERO to automatically send a receipt to a client when an invoice is paid in part or in full.
1 vote -
NZ Payroll | Timesheet - drop down to switch employees
Add a drop-down menu in an employee's timesheet so you can easily flick between employee's timesheets.
1 vote -
NZ Payroll: Kiwisaver employer contribution between two accounts
To be able to post different staff's Salary/Wages/Kiwisaver Contributions to different expense accounts automatically - without any manual adjustments needed. Currently for wages, we are adding a pay item in the pay template, and having to enter the time in there and zeroing off the hours in the system locked Ordinary Time line.
For Kiwisaver contributions, we are having to do a manual journal to shift these.
E.g. Some labour staff's wages/ Kiwisaver contribution to post to a Direct Cost account, and some administration staff's wages/Kiwisaver to post to an overhead expense account.
1 vote -
Dashboard - Income & expenditure pie chart
Have a Pie Chart on Dashboard showing income and expenditure for the month.
1 vote -
Organisation Settings - Include ability to file MTD VAT returns for Change Cashbook client user role
Where a client is using a VAT cashbook license they can only file the VAT return themselves if they have Advisor rights. I don't give clients advisor rights as this then gives them access to areas such as lock dates so I think the "Cashbook Client" user role should have the ability to file MTD VAT returns.
1 vote -
AU Payroll - Option to split base rate and casual loading items
Please give us the option to split the base rate and casual loading items WHILE working with a timesheet. At the moment this has be manually done in every pay run if we want to show the loading separately.
1 vote -
Organisation settings - Ability to select landing page after login
Ability to select your own landing page after login.
Am I the only person who finds it annoying to have to navigate from the dashboard, to business, invoices, then to the awaiting payments tab every time I log in?
I would love to able to choose which page I see when logging in.
1 vote -
AU Payroll - Ability to export and import pay items and rates
Ability to export pay items and update pay rates in a spreadsheet and then re-import when pay rates have been updated. Would save so much time each year when Fair Work increases pay rates.
1 vote -
Manual Journals - update line description in a few clicks when copying a journal and amending
If I am posting quarterly journals, I will go into the previous quarters journal and click copy. I will then update the title/narration of the journal (and all the details) and it would be very useful if when I unchecked the tick box for 'Default narration to journal line description' and re-checked it, the journal lines below would update to match the new narration rather than me having to update each one at a time.
2 votes
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