4667 results found
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create time entry
Ability to enter time not associated with a project.
1 vote -
Xero - Add integration with Dojo
Contact Dojo to arrange an integration with their card payment system as already done with Quickbooks
13 votes -
Reconciliation - Filter for money in or out
Can you please add a filter to the payments page so we can filter them to show just the incoming payments. It would make it a lot easier to reconcile the payments if we don't have to scroll through all the outgoing payments as well.
2 votesHi Carmen, if your role has access to Cash coding you could click the Receive column to re-order and group the statement lines you'd like to reconcile first. 🙂
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Xero Me - Live Timesheet Entry
Live timesheet entries will be awesome, instead of having to wait a whole fortnight to check entries from Xero Me(only when submitted), we can check them daily or on a regular basis.
5 votes -
New Invoicing | Send - Placeholder for reference
The new invoicing doesn`t transfer the "Reference" field information to the email area and I have to retype this every time. The previous version just transferred it all. Now this means more work, having to input the reference three times in the process
Also there is no confirmation anywhere that the files I attach are being sent. If you PREVIEW it does not show the files anywhere ?4 votes -
New Bills - Feedback
A few things I've noticed that annoy me that I think could be tweaked;
Duplicate bills screen is a complete waste of time in its current state. Either change the parameters for what flags as a duplicate (ie - if it's the same amount, it should also be the same date, or check for duplicate reference numbers attached to the same supplier). Also give the option to ignore all duplicates from certain suppliers or if something appears, an option to never remind for this supplier & amount again.
Also there's a button to provide feedback that doesn't work.The new…
2 votes -
Report templates - Add Project reports
Ability to add project financials rerporting into an advisor template report
Being able to build a management report template that includes project financials seems like a no-brainer. but you can't do it at template level. You have to start with the existing template for a managmeent report and build a report from scratch for each client.
You can't even take an existing template and add in a project report.2 votes -
Xero Projects - Show Supplier Name for un allocated expenses
Currently Unallocated Expenses in Xero projects just show the item line description Which can make assigning to an estimated expense difficult especially when you have "Delivery Charges" I propose a change so that once an expense is allocated to a project and falls into the unassigned it shows the name of the supplier
7 votes -
Gift Aid - Option to automatically claim Gift Aid
As a charity we would really like the ability to be able to have Gift Aid and reporting on Xero, otherwise we would have to get a 3rd party piece of software to run Gift Aid.
It would be so great to be able to mark on a customers record that they allow us to claim gift aid on the monies they pay to us and then in turn for us to be able to run a report to submit to HMRC of how much Gift Aid we are able to claim from customers in others words extra income from…9 votes -
Expense claims - auto populate data like date, organisation, amount when uploading
When uploading an expense claim, Xero should auto populate data like date, organisation, amount to cut down on data entry and mistakes.
Hubdoc has this feature, can this be applied to expense claims?
1 voteAppreciate you confirming that you were referring to this from the desktop version, Kelly. I'll re-open the idea here. It's not something we have plans on at present but will track this here, and let you know if any change i s planned.
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UK Payroll - Search for employee by National Insurance number
We would like a function to be able to search employee's by national insurance number.
1 vote -
Expense Claims - keep the attachment in a fixed position on the screen, allowing us to view information without needing to scroll down.
When reviewing an expense claim, it would be ideal if the attachment (receipt) could fill the left side of the screen, so we can see the full receipt.
Scrolling up and down to view information is tedious, so having the attachment displayed in a fixed area with an option to zoom in when needed would make the process much smoother.
Currently, the view shows the top third only, so it misses a lot of information.
1 voteHi Kelly, just to confirm would this be when using the Xero Me app to view and enter claims?
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Subscription Payment Method - Auto GIRO Deduction
Current subscription payment method only allows debit/credit cards, it creates an additional step for the cardholder to claim back the fund from company every month. Therefore, I need the option to pay for the Xero subscription via auto GIRO deduction directly from company's bank account. It is more logical to have auto GIRO option since the subscription is for company use and the payment is recurring.
4 votes -
AU Payroll - Show employee groups or Employee ID in payroll reports
It would be great if the employee group was included in the payroll reports. The company I am working for requires the employee ID (or employee group) to be displayed in the reports along side the name of the employee. Or if Xero could create a new field that has the employee ID number so that it is displayed in all payroll reports.
4 votes -
Quotes - Line numbers for items in quotes
Not being able to enter an item # in quotes: This is a bad flaw in your software for people selling services and should be fixed. I People doing custom project services will not want to create new "products" every time they do a custom quote, they just want to add Item 1, 2, 3 and start typing work description
11 votes -
Reporting - Inventory Item Summary to include untracked purchases in Cost of Goods Sold
There is no reason to override a cogs associated account to a purchase account in the inventory item summary.
The suggestion is to allow the inventory item summary report to report on items as they are actually tracked on the P&L meaning material purchases are a cogs and should show in the cogs on this report.
1 vote -
AU Payroll - Units and Rates for Reimbursements
If Reimbursements are meant to be used for certain allowances then we need to be able to set up units and unit rates in the same way as we do for allowances, otherwise the calculation becomes a manual one and leaves room for human error. It also means reporting is not clear on how the amount was calculated as even though you can enter a description on the payslip i dont beleive there is a report that summarises this.
ie for overtime meal allowances you should be able to show how many you have paid and at what rate so…4 votes -
UK Payroll - Allow Separate Ledger posting for director national insurance
There is currently only one default setting for NI contributions to be made to. It is though necessary to separate out employee and director costs. Even direct employees and overhead categorised employees. Other pay items allow postings to different ledger accounts but not NI deductions. Would just save a lot of manual journal posting to correct payroll run postings.
4 votes -
NZ Payroll - Add multiple bank accounts for payroll batch payments
To minimise additional payroll payment processing it would be great to have the ability to pay employees from more than one Company bank account using the Payroll Batch payment functionality i.e Employee 1,2,3,4 gets paid from Bank Account A and Employee 5,6,7,8 gets paid from Bank Account B.
9 votes -
Hubdoc - Use consistent naming for transaction types
Just wanted to feedback some issues found during brief testing of Hubdoc (as potential replacement for Dext; we'll not be proceeding at this stage) ... here's what we found:
- different naming conventions - “Credit Note/Refund” equivalent (not sure what it is?) not as intuitive
- for multi-line entries, it doesn’t tell you what the remaining balance on a bill is (it does provide running total of lines entered but requires external 'calc' action)
- clunkier on mobile phone - have to log in each time whereas Dext is just snap and go
- no option to do multiple page…1 voteAppreciate your feedback, Rich. It really helps if each idea you is raised separately. This way others know exactly what they're adding their vote for here in community, our product teams can get a sense of interest in a particular feature and we can keep users updated if there are plans made specifically for that functionality.
In terms of your ideas here I see you've titled your idea to reflect the first point you've raised, it looks like there are a few existing ideas that relates to items you've mentioned, otherwise you're welcome to start a new idea for each other point. Thanks
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