4742 results found
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Payroll UK: Add a remuneration report
UK doesn't currently have the remuneration report. This is a basic fundamental requirement on payroll.
28 votes -
Invoices - Ability to manually mark multiple invoices as sent
The ability to mark any/all invoices as sent - even if using the copy/share function to send invoices to clients.
Not all invoices are sent via email. A tick/flick box to mark off any invoices that have actually been sent via the copy/share function would be handy. There could also be another box that would act as a reminder to follow up after 'X' amount of days if the invoice remained outstanding, in the same sort of format that follow-up emails are automatically sent for payment reminder.
12 votes -
Account Transactions - Remove Awaiting Payment status from unallocated overpayments
In the customer under account transactions it shows the list of invoices and payments. Against unallocated overpaymentsit shows the status of 'Awaiting Payment' why? we are not awaiting the payment it is shown there.
Awaiting allocation maybe.
Anyway this caused confusion for our sales guy who had goods arrive for a proforma customer, he saw 'Awaiting payment' and thought they had not yet paid so he did not ship the goods, (Accounts were not in to tell him) He did not see the words overpayment or even if he had, he was not accounts so would he understand it? He…
5 votes -
Quote/Invoicing - Job Workflow
BETTER WORKFLOW FOR QUOTES/DELIVERIES/INVOICING:
If we could get the actual flow for how the paperwork per Job can be produced!1.I always start with a QUOTATION: this doesn't always need to be sent to a customer at all as it could be raised by way of a telephone conversation, etc,et. This is logged as a Job manually in a Workbook.
2.If the customer agrees and some do use PO numbers then when we go to accept/confirm, this is when we need the ability to enter Their PO number or some other confirmation that can be proved, this may take the…1 vote -
Short term cashflow - Ability to set a predicted date for credit
Ability to include a prediction date for the credit to be taken without allocating to an invoice as you can currently do with customer invoices.
Credits to be included in cash flow calculations when not allocated to a specific invoice.1 vote -
Contacts | Merge - show contact merged to
When merging customers xero currently completes the merge and then displays the profile that has been moved which typically (for me) contains no customer data. Is it possible to instead display the profile that the customer has been merged to which shows all the existing customer data. Usually I am completing a merge and then having to go in and search for the customer name again.
4 votes -
Invoicing - Template invoice including an inventory item
Permanent inventory item on a specific invoice template
For example, we are an automotive repair shop
If I was to have a specific invoice template for 'vehicle servicing' and would like every service invoice to come up with Sundries and Freight automaticallyThis would be a great way to save time as well as making sure everything is being charged out correctly
4 votesHi Paul, while not a perfect solution, currently you could create and repurpose a Draft invoice for a dummy contact. When you want to create an invoice with this item you'd use the 'Copy to draft invoice' option.
We don't have plans for developing anything that'd accomplish what you're currently asking here. We'll monitor the interest and share if there's any change.
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Xero Accounting app - Automatically assign the next Purchase Order number
When using the Xero app from your phone, to have the Purchase Order numbers auto generate the number.
Currently, we have to look back and previous purchases to find the last used PO....unless you have a great memory. And then, while creating a new purchase order, we have to enter the new number.
Currently, we also need to select as an optional detail, the order number. It would be nice if the app created a new PO number, sequentially from the previous PO issued.
The two attachments show when creating new PO, the first screen. Then I need to add…1 vote -
VAT201 report | PDF - Links to attached files
VAT201 Report - PDF link to scanned tax invoices. It will be great to have a PDF link to scanned invoices attached to bills and invoices in the transaction by field number report. It will be easier and save time to download and save from this screen, instead of opening the actual bill or invoice in order to download attached documents for upload on SARS efiling for VAT verification/audit.
1 vote -
Contacts - Add a Title field for Mr, Mrs, Dr, etc.
Please could you add a Title field into the customers name - my invoices show with just the surname on which is very unprofessional.
ie. Mr Smith on the invoice would look much nicer than just Smith !!! This must be a basic thing to do.?? Please consider this as urgent.3 votes -
Bank Reconciliation - Contact match by additional contact details
Bank Reconciliation suggestions. The ability for Xero to identify a name within a customer contact and match it to the name on the bank feed and suggest this as a match. for example John Smith is the contact for ABC pty ltd. when he makes payment he only references John Smith. Xero will recognise John smith is a contact for ABC pty ltd and suggest their invoice in the bank rec.
13 votes -
Xero Expenses - Search Projects by code
Currently when we are submitting expense claims we have to scroll through all our past projects to find the project we need to assign an expense to. We would like a simple search bar placed at the top of this list so we can start typing and the relevant projects will come up as an option.
3 votes -
Xero Me - List earning rates in alphabetical order
We have several earnings rates Eg. Normal Time, Saturday, Sunday, etc and for each earnings type, there are several rates. We have these set up in Xero and they display in Alphabetical order under 'Pay Items'.
However, when staff are completing their timesheets in Xero Me, all of the earnings rates are out of order (in fact they are in no particular order!) which makes it very hard for employees to complete their timesheets correctly. We have over 45 staff and approximately 30 earnings rates, therefore having them in random order in Xero Me causes many timesheet errors.
I am…
1 vote -
Quotes - Include reference in quote acceptance email notification
Ability to include the reference with quote acceptance email. Currently the email notification only has the account name and quote number.
1 vote -
Business Snapshot - Account for leap year
Fix Business Snapshot so that it can account for the leap year! Currently it includes the 29th February in the March numbers.
3 votes -
Receipts - Generate receipts without creating invoice
There should be a generate receipt option without having to create invoice first. This receipt should continue running numbers as invoiced.
12 votes -
AU Payroll: Report for Unused Leave Paid out on Termination
When using the Leave Paid out on Termination feature in xero, the paid out leave is recorded in the Holiday Leave Accrual category. This means we are unable to run a report showing the value of unused entitlements paid out on Termination. This is important information for Workcover Reconciliations etc. Please set up a report for Unused Leave Paid out on Termination.
41 votes -
Short term cashflow - Ability to edit repeated transactions
Hi
I would like a feature in the short term cash flow where when a repeated manual entry transaction is made that you can edit only one instance like a repeated meeting in outlook.
An example is that i have made a regular Money In transaction yet i cannot remove a single instance when the actual invoice is created and i am overstating incoming revenue.
Thanks2 votes -
Spend / Receive money - Ability to set tracking defaults
Allocate specific tracking categories to transactions instead of showing every category when a transaction is created.
Currently all tracking categories show when creating a new spend/receive money. In our business one of these categories is used for timesheets only. I would like the option to be able to choose which tracking categories display when creating new spend/receive money transactions in Xero, in the same way that I am able to do this for payroll and on invoicing.
1 vote -
Bills - Categorising hire purchase or loans from aged payables
Having the option of when adding a purchase invoice which is for a hire purchase or a loan agreement, then Xero automatically removes the aged payable balance from the listing and posts to a Hire Purchase/Loan nominal code to avoid having HPs/Loans in the payable listings - I know that this is a feature that other accounting systems have, such as FreeAgent.
1 voteI know it's been some time since you first started this idea, Harry. There's been lots of discussions from other users on Xero Central about recording Hire purchase transactions, and if you're using Xero's Fixed Assets you'll find steps on how to do this in our article here.
There's no logic in Xero to automatically detect where a transactions is for hire purchase or a loan, however if you've set up a liability account that you can record these sort of transactions to, it's a simple process of choosing this account when recording the transaction in Xero.
Tbh we don't have any immediate plans for changing how this works in Xero for the short term.
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