4687 results found
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Contact - Sales Tax Exempt Customer Certificates Management
Sales Tax exempt form management in the U.S.A. Currently every year we have to manually ask and upload customers sales tax exempt certificates and update their tax status so we charge or don't charge sales tax. Would be nice to have a some sort of system where the customer is notified once a year and self uploads their tax exempt certificate which is linked to thier contact information. This would save alot of hours.
3 votes -
VAT - Create an Out of Scope VAT code
Create an out of scope vat code as strictly speaking this is not actually any of the other codes that already exist despite being advised to use them.
5 votes -
Xero Projects - Add separate field for Project Number
Is there a way that within Xero Projects, we could have a field for "Project Number" and a seperate field for "Project Name".
Unfortunately we have found that some duplication of project numbers can happen within Xero as the project name and project number are within the same field.79 votes -
AU Payroll - Payroll Employee Summary report filter by current employee groups
The original post is closed, and I need to address the solution provided: https://productideas.xero.com/forums/940636-for-accountants-bookkeepers/suggestions/48187811-au-payroll-employee-summary-filter-by-employee-g
The solution provided for the removal of filtering by Employee Group in the Payroll Employee Summary report now includes all employee groups ever in existence, including the multiple spellings which have since been fixed, groups deleted after never being used, and archived groups which have not been used in years and will never be used again.
I have provided both a screenshot of the current Payroll Employee Summary filter by Employee Group dropdown, and the same on the Payroll Activity Summary. (The latter shows what I…
4 votesAppreciate the added feedback, Freya. I've shared back with our team and we'll let you know if there's any change planned for this.
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AU Payroll - Tracking Categories for Wages Payable Transactions
Given that we are now can add employees into different tracking/groups on Xero.
It works well when we post a pay run and it puts all transactions in Wages expenses, super expenses, PAYG W and super payable, but not Wages Payable. Seems odd that it doesn't.3 votes -
Projects - Ability to assign to estimated expense category from the bills screen
When assigning a bill line to a project, it would be good to also be able to select the Estimated Expense category from this same screen rather than having to manually add from within the Project. Or at least be able to bulk assign from the Projects screen.
2 votes -
Fixed Assets - Partial or Bulk Sale
Enable partial sale of assets - allows one to dispose of assets that have been added as one transaction.
Enable bulk sale of assets - allowing one to select all assets involved within a sale to be sold for one purchase price i.e. sale of a fitout of a Hairdresser, over the years they had purchased numerous items and completed numerous renovations.
14 votes -
Contact report / export - Including credit limits and terms
Report listing all customers including contact details, credit terms and credit limits
107 votesHi everyone, while there isn't a report that you can report 'terms' atm, you could run the Aged Receivables Summary report that'll provide all the other detail you're asking here.
From Columns in the report you'll see the option to include Credit Limit as well as many of the contact details such as Email and Phone. If this is a report you'd want to access frequently, save it as Custom and maybe even favourite the report so you can easily access it.
When you mention wanting to include 'terms' it'd be good to get more detail of your expectations in this would this be the terms and conditions of the theme applied to invoices for that contact, or perhaps billing information that you may have saved in notes for the contact? Thanks
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New invoicing - Display price, quantity and VAT when viewing invoice on web via mobile
Customer/recipient view of invoices on mobile should display price/quantity/VAT.
Majority of our customers review their invoices on mobile browser. We use zero-quantity line items to include extra information/detail in our invoices, but the new format cuts out price/quantity/VAT when viewing an invoice on mobile, so these lines appear blank/empty.
Other invoices, where customers want to review the price and quantity on their invoice, not just the line total, are similarly inaccessible.
Understand that these areas have been removed to keep the mobile invoice condensed, but it now means key information is missing from the invoice, and is resulting in more…
2 votes -
Expense claim report for company money
Our company are making use of the "personal money" and "company money" options to submit their expense claims. There is a report to track cost paid with personal money but no report to track cost paid with the company money. This report will be critical for commission calculations.
4 votesHi Hiten, company money transactions are recorded in the organisation as Spend money. You could run the Account Transactions report for your bank accounts, and add a filter for, or group the report by source to only see spend money transactions.
In terms of commissions, we don't have a specific feature for tracking this however you could use Tracking in Xero to set up a Tracking category and each of the employees as a tracking option on that category. This way when they are entering company money transactions you could track it back to the employee by filtering by that tracking option.
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New Invoicing | Send - Only show emails related to contact
I have noticed that when you are preparing to send an invoice via email in Xero that you can now add new addresses in the TO, CC and BCC lines. This is great.
However, I have noticed that ALL contacts are available to add here. It would be safer to only allow the contact email addresses associated with the contact name on the invoice. It is too easy to add the wrong address and potentially send invoice information to the wrong client.
If other people needed to do this, perhaps a tick box could be applied to allow ALL CONTACTS…
2 votes -
Bills - Ability to Assign Project or Customer when importing
I have to create a biill with about 60 line items which contain a mix of duplicate and variable information. As there's no way to duplicate line items in bills, I employed a workaround by exporting Xero's inbuilt bills template file 'BillTemplate.csv'. In Excel I was then able to quickly and easily create 60 copies of the same line item, make the changes necessary and import the csv file into Xero which successfully created the bill containing the 60 line items - thus saving me hours of wasted time.
The only issue is that no provision has been made in…
4 votes -
Please bring back the ability to send a remittance to those companies that were paid.
Please bring back the ability to send a Remittance Advice to those companies that were paid.
2 votesHi Barbara, trying to better understand your idea as it's currently possible to send a remittance for bills paid. We have some help on how to do this in Xero Central.
Can you give a bit more detail of what you're in need of here?
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Invoicing - Ability to update branding in bulk
Be able to bulk-edit Branding themes, due dates, and Descriptions, assigning projects for invoices
4 votesHi Yumei, a few different bulk requests in the one here.
In terms of branding themes when you say you'd want to bulk update branding would this be detail within your branding themes, or the branding applied to invoices in Xero? If the latter, perhaps you'd find setting a default from your Contacts record a useful way to edit this?
We try to keep individual ideas separate so our product teams can get a good understanding of exactly is being asked, and others in community know what they're voting for.
You'll find existing ideas for some of your other points below, that you may like to join and vote for.
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Purchase orders - Add column to list view
An option to add a column (Received by) to PO menu.
This will display that an order was received form the menu rather than clicking in to each individual PO to fond out.1 vote -
Reports - Include name of user in account transaction report
Name of user in account transaction list - Would it be possible that the username of the person who edited or created a specific transaction be visible when downloading the account transaction? This is to make it easier to track who updated the information.
2 votes -
Navigation - Add "new expense claim" to 'Create new' drop down
As above - in the drop down on the main screen that allows you to create new items, please add 'expense claim'
1 vote -
Expense Claims | To review - View files attached
Having an option to customize the details on the main "Expense Claims - To Review" screen (Business > Expense Claims) would be very helpful. A “detailed view” option, allowing key information to be seen at a glance, would streamline the approval process by reducing the need to open each individual claim. Specifically, seeing if an attachment has been added, with the ability to hover to expand it directly from the main screen, would significantly speed up reviews and approvals.
1 vote -
Analytics Plus | Short term cashflow - Filter predictions by bank account
Analytics Plus - Predictions do not filter based on bank account selection
When you have multiple bank accounts but only need one selected for cash flow purposes, the monthly predictions that xero has created do not filter out based on the bank account they were predicted from.
In my example I now have petty cash predictions and interest income from a savings account showing when only the main current account is selected, this messes with the predicted end balance making the cash totally useless
4 votes -
AU Payroll - Change the formatting of the Employee Summary Report file name
Since the latest Payroll update there seems to be no functionality in Xero to change how the name of the Employee Summary report appears when saved. There are too many _ between words, for example: JoeBloggsPtyLtd-PayrollEmployee_Summary 4 June 2024.
So frustrating. Bring back the old style PDF format.
3 votes
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