For small businesses

4574 results found

1. Xero Files - Flag duplicates in files

   I currently use Xero Files to store documents. Most of the documents are PDF's but some are Excel spreadsheets. Unfortunately, Xero Files doesn't recognise duplicate documents so, when uploading to Xero, it's necessary to compare the Xero file with my personal file in order to determine which documents need to be uploaded. It would be good if Xero Files recognised duplicates so all documents could be selected for upload with Xero simply flagging the duplicates with an option to either "skip" or to "skip all".

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2. Sharing Economy Reporting Regime Report (SERR)

   The ATO has announced a Sharing Economy Reporting Regime Report (SERR) where all Sharing Economy businesses also known as 'EDP operator' (electronic distribution platform) also known as "Intermediary" are required to report twice a year. When will this Report be prioritised by Xero?

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3. Reporting - Profit and Loss format to show EBITDA

   Can we please have a few new GL Account categories so that the P&L can be printed in the standard format to show EBITDA, EBIT, Profit before Tax and Profit after Tax.
   Should be a fairly simple addition to the available categories, to add Interest, Depreciation and Tax as categories would enable this.
   This could also help with the enhancement of the Cashflow Reports.

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4. Batch Email feature for queuing send of invoices

   When creating invoices there should be a box that when ticked adds the invoice to an email cue. So that at the end of the day you can send the invoices you made and ticked that day to customers. It's really annoying having the invoices separated into several different sections and then having to go and select each individual customer to then send the emails to.

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5. Projects | Quotes - Add project title to reference field

   I think the idea of Xero Projects is great. However, it requires a lot of hand-holding and reentering information to go through a project life cycle.

   Here are my top 10 improvements I think would make a FAR smoother experience.

   1. Pull through items quoted into the project as tasks once 'started'. This should be a bare minimum. At the moment tasks have to be manually added to any project.

   2. Push the project title into the reference tag so it displays in the Xero invoice list (otherwise there is no high-level description of what the job is for an invoice). Or have Xero display the project title—this would be better.

   3. Pull through the project name to the invoice (like the quotes do) so that the invoices have some reference. The title idea above would be a workaround for this same issue.

   4. Seeing as you have to manually add the tasks to the project, and there is no way to add a description to the task at this stage, it would be good if the tasks used the default descriptions already added to Xero when creating an invoice. Currently, I have to delete the tasks and re-add them to generate the default descriptions.

   5. Have a timer displayed in the browser tab (like Toggl does) for easy time checking.

   6. Display the time for tasks using a consistent unit of measure ie 0:43m (not 71.76—whatever that is?) let's just stick with minutes for time stuff, eh?

   7. Add a nice and simple way to 'close' a project (like the 'start project' from draft. (not buried in the ellipsis). This has a 'feel good' element to it, completing a task. Asana does this with a lot of flair when you tick off a task.

   8. Have a more digestible report showing how many hours per staff were worked per day. (Toggl does this well.)

   9. Increase Xero logout time to a day. Having to relog-in multiple times a day is frustrating.

   I think the idea of Xero Projects is great. However, it requires a lot of hand-holding and reentering information to go through a project life cycle.

   Here are my top 10 improvements I think would make a FAR smoother experience.

   1. Pull through items quoted into the project as tasks once 'started'. This should be a bare minimum. At the moment tasks have to be manually added to any project.

   2. Push the project title into the reference tag so it displays in the Xero invoice list (otherwise there is no high-level description of what the job is for an invoice). Or… more

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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   That's a few points you've listed, Nicholas. Sorry it's taken a while to respond to you here, and do appreciate the feedback.

   It's best for each point you've raised to be recorded as separate ideas so the community know what they're voting for, we can get a clear sense of interest in what customers are wanting to see, and we can keep you updated if a particular idea progresses.

   We have a few ideas that have been started and appear to relate to things you'd like to see too, I've adjusted the title of your idea here to represent your point on adding the project title to the Quote reference but for the others I'd recommend starting new ideas for each of these so we can start to track the interest from the community.

   • Projects | Connect Quotes and Deposits
   • Projects - Keep timer on all pages
   • Projects | Task Invoice - Show detail of time associated to task
   • Login - extend login time (As you'll see from my last update on the idea this isn't something we have intentions of changing, However you may find the detail I've shared in the update useful to understand why) 

   That's a few points you've listed, Nicholas. Sorry it's taken a while to respond to you here, and do appreciate the feedback.

   It's best for each point you've raised to be recorded as separate ideas so the community know what they're voting for, we can get a clear sense of interest in what customers are wanting to see, and we can keep you updated if a particular idea progresses.

   We have a few ideas that have been started and appear to relate to things you'd like to see too, I've adjusted the title of your idea here to represent your point on adding the project title to the Quote reference but for the others I'd recommend starting new ideas for each of these so we can start to track the interest from the community.

   • Projects | Connect Quotes and Deposits
   • Projects - Keep timer on all pages
   • Projects | Task… more

6. Quotes - Create repeating quotes

   I note there are repeating (aka recurring) invoices and bills.
   I would like repeating quotes as well because every year, we issue a quote to some of our clients for maintenance agreements or hosting agreements. It is basically the same quote every year except that the amounts are adjusted for CPI

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7. Xero Expenses - Adjust width of Categories field

   Expenses, the Categories field should be wide enough to display the text on the website. Note that the mobile app works fine.
   Or there should be the ability to nest categories.
   As a web developer, widening the Categories field should be trivial. Apparently not according to Xero support....

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8. Projects - Job Card Creation

   Job Car Creation with Check list for empployees

   Having the Ability to do all things in one app without intergration would be ideal and more cost effective and productive.

   Simple

   1.Creating Jobs
   2.Add Customer
   3.Add Vehcile/Vessel
   Port & Starboard - Model Numbers, Serial Numbers
   Generaor Model Number, Serial Numbers
   4.Add Fault Description
   5. Engine Hours
   6.Trailer Brand
   7. Trailer Details - VIN, Model Number, GTM, ATM, Overall Length, Overall Width, Materail

   Everything needs to revolve around job Numbers

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9. New invoicing - Use persons name from Contact record (rather than contact name)

   We would like to see customers contact person's name appearing on the invoice we send. One customer can have different people/contacts for different projects/invoices. Currently we can only pull out the PRIMARY contact's name to the invoice, which means if we would like to add a different name, we have to REMERMBER to edit customer's primary contact to a different person. It is very time consuming and easy to forget too.
   Is there any ways we could simply add a contact person against each invoice instead of against each customer? It could be any extra fields we can use, even a comment field. But it seems there are very limited fields we can add to the invoice.
   Currently we are using the extra invoice line's description to add the contact's name. But it is time very consuming, as we have to write down something like "Contact Name: *** ***" to make it meaningful.
   Please note a feature previously available in classic invoicing under the 'Attention to' field is not ideal for our situation. As our customers often require the "Attention to" to be "Accounts Payable", and contact person is normally the project manager.

   We would like to see customers contact person's name appearing on the invoice we send. One customer can have different people/contacts for different projects/invoices. Currently we can only pull out the PRIMARY contact's name to the invoice, which means if we would like to add a different name, we have to REMERMBER to edit customer's primary contact to a different person. It is very time consuming and easy to forget too.
   Is there any ways we could simply add a contact person against each invoice instead of against each customer? It could be any extra fields we can use, even… more

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10. NZ Payroll - Turn off notification for employee bank accounts change

    There needs to be a feature to turn off automatic notifications when an employee changes their bank account,
    Every time this changes in our system our Accountant gets an email.
    Apparently there is currently no way to turn this feature off.
    A bit irritating for him to say the least...

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11. Bills - Enter Tax Amount instead of calculating from a tax rate

    Enable tax AMOUNT instead of the rigid tax rate in Bills.

    If you consider a Zoom phone bill, there are 3 different taxes that apply to the bill (1 Federal + 2 City). Tax rates simply DON'T WORK, Xero is too rigid.

    Why not offer a simple tax AMOUNT box where we can type a USD amount, instead of forcing some tax rate?

    And it's exactly the same for INVOICES.
    The ability to set a tax AMOUNT rather than a tax rate is indispensable.

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12. 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 layout of the "view/files" is clunky - I like the idea of it in theory but there's far too much white space to actually be useable. The old way of viewing files just flowed better without feeling too disruptive.

    • Under the old bills, when I was going through and selecting multiple, if I accidentally clicked off the checkbox and opened a bill, I could use the "back" button in my browser, and my selection would still be there. Under this new layout, when I do this, I navigate back, see my selection for about 1 second then watch it all un-highlight, and I have to go back through and select all 90+ invoices again. Super frustrating. Is it possible to either revert back to the old way of retaining previous selections, or making it so that any click on that lefthand side will select the checkbox rather than opening the bill? I notice if you hover over the contact or reference it underlines those details, so maybe make them the link to open the bill, rather than the entire box?

    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… more

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13. Invoices - Checklist templates to print and attach

    allowing users to create proffessional comprehensive mechanial & electrical checklists, printable files attachable to jbs cards
    job card creations with details on faults
    parts sheets for parts used & ordered

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14. AU Payroll - Wage Withdrawals Sole Trader Tracking

    Track Sole Trader Wage Withdrawals

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15. Sales Tax - Support negative tax rates

    Withholding tax (WHT) in Saudi Arabia (-5%). Allow option to add negative tax rates in Xero.

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16. Show all accounts in Financial statements

    it is great to have all accounts appear in the financial statements. It is useful to monitor all accounts at once

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17. New invoicing | Email template - show as tax inclusive

    EMAIL DESCRIPTION OF INVOICE-SHOW GST INCLUSIVE PRICE-When selected "Include action to online and detail summary" for the email template, the email that is sent shows a description of the attachment (invoice) in the body of the email, but it has each item GST EXEMPT then the GST is listed at very bottom. It iss very confusing for some customers.

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18. Quotes - More Filter options for the Overview screen

    A user that has limited access but needs to be able to filter from the main screen not just start date and end date - it needs further drill down options

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19. 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.

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20. Sales invoices - hold selection when navigating pages

    It would be great if the awaiting payment area would allow more invoices to be shown, currently it only allows up to 200. Or if it had the ability to save the invoices you've selected for payment and you could go to the next page without loosing the invoices you had already preselected.

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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi Sarah, there is a limit of including 50 invoices in a single batch deposit atm. Is there any commonality between invoices that you pay that could possibly be searched and bring them into the one page?