4742 results found
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AU Payroll - Customise and edit details on dashboard
Payroll Overview Dashboard - Can you please make this editable so that it can be customised to what details we want to see at an easy glance? Also the Calendar populates all 'holidays/public holidays' regardless of what state/country you're in. This should be customisable so that you can opt to only have your relevant holidays shown.
1 vote -
Quotes - Remove auto highlighting in cells
When using quotes. When you go to a line in the description that already has information in it to change it or amend something, it highlights everything in blue and when you go to type/add/remove something, even if you think you have the cursor in the right place, everything that is in there disappears and you have to start again. This is very frustrating when there was a lot of information in there. you have to make sure you double or triple click it till the blue highlighting goes away before you type. it is very time consuming. This doesn't…
1 vote -
Short term cashflow - Filter by project
I would like to evaluate cash flow by project. To be able to see when cash was received and payments made for each project. It will be a useful tool to manage a project and decide when to invoice and to know when we are funding projects from our own cash. At present there isn't a report which I can run to see cash flow by project. Could you please consider building one. Thank you.
1 vote -
Quotes - Ability to change the PDF file name
Have the ability to rename the PDF file attachment so when you update your system to send Estimates you can rename the PDF as they always get sent as quote and this is unable to be changed or you can have the PDF file name anything you like just having the option would be nice
5 votes -
Pay Run - Create Spend Money transactions
When posting a pay run, Xero should automatically create spend money transactions with all relevant details and links to the pay run.
Currently, this is done manually by creating spend money transactions for each transaction and there is no link to the payslip.
This will save a lot of time in reconciling a pay run and improve the connectivity within Xero.
4 votes -
Invoices - Add placeholders to invoices
It would be great if you could use placeholders in item and in the general text of an invoice. I know this feature is available in recurring invoices but would be great if we could add to all invoices.
6 votes -
Bills List view - Sort and adjust column widths
The new bills view has totally rearranged the columns and the column widths. I have already added my own vote to adjusting column widths but i really need to be able to sort my bills view columns in an order that is easier on the eye, and neck, instead of bouncing from from one side of the screen to the other unnecessarily.
21 votes -
AU Payroll - Option to file STP for employees residing in NZ and ability to add NZ address to an employee
an employee has moved to NZ, we are still paying him wages but currently Xero doesnt allow for STP lodgement thorugh the payroll functionality, would be good to have this added, No PAYG & No super is aplicable because of the treaty between AU and NZ - also would be good to have the capability to add in his NZ address to his employee details
2 votes -
Contact | Credit Limits - Ability to set a default for all contacts
Should be an added feature of having the option to set a standard credit limit at the one time for all customers instead of having to enter each one individually. This can be edited for each customer later on.
3 votes -
UK Payroll - Notifications to disappear for all users once action has been taken
At the moment when one staff member accesses notifications on the main Xero dashboard and actions it i.e tax code changes the notification will not disappear for all users on the Xero subscription. It would be a good idea that this could disappear for all users once actioned to completion to ensure that work is not duplicated by two or three other staff checking that same notification.
14 votes -
Audit Trail Report
We desperately need an audit trail report available for advisors.
I think it would be sufficient to have the below added to the account transactions report style (but named as Audit Trail):
1 - the ability to include an 'edited date' column
2 - the ability to include a 'notes' column
3 - a tick box to show/hide audit trail history (so voids would show as separate creation and void lines netting off, not just removal of the original transaction)
4 - a unique un-editable transaction identifier for all transactions, not just bills/invoicesIt must be exportable to excel with…
371 votes -
Income and expenses - Ability to filter by state (Location)
Every company in the US needs to report sales by state. I've been told by support that you require us to use the tracking feature to do this, which I find quite cumbersome, as there is no need to create a tracking category when every contact has a state.
Simply adding the state field to the Income and Expenses by Contact would resolve this.
Please do.2 votes -
Quotes - Ability to cc other emails (visible to all recipients)
Currently, when a quotation is sent via Xero, only the recipient's email address is visible. However, for invoices, everyone in the loop can see other recipients' email addresses.
To ensure transparency and facilitate communication, it would be beneficial if the email addresses of all recipients could be visible when sending quotations as well.
Could you please review this matter with your team and explore the possibility of making email addresses visible to all recipients when sending quotations through Xero? This adjustment would greatly improve our communication process and enhance the overall user experience.
1 vote -
Reports - Option for 'Start of Fiscal Year to End of Last month' date range
Reports - Date Option - Start of Fiscal Year to End of Last month
6 votes -
Reporting - Ability to copy to Clipboard
Many reporting platforms now have the ability to copy reports directly to the clipboard - this would be great to skip the download-and-open-an-Excel-file intermediate step, when in many cases we are looking to drop the data directly into another spreadsheet or workbook.
2 votes -
NZ Payroll - Option to change employee anniversary date when on unpaid leave for more than 1 week
Where an employee takes unpaid leave for more than one week, it would be helpful if you could enter in the date in which the unpaid leave applies from so that the anniversary date can automatically be reset. The current set up is rather antiquated, and needs to be automated to ensure accuracy and ease of use.
2 votes -
Standard Branding Theme - Add Terms options for Purchase orders and Remittances
Current options in the "Standard - Edit Branding Theme" exist to add details/terms in certain fields that show only on (Invoice and Statement) or (Quotes).
Two additional options for maximising a field for Terms for (Purchase Orders) and (Remittances) would complete the set.......pleeeeease!!4 votes -
Dashboard - Awaiting Approval in Bills Section
Add a line item/total for 'Awaiting approval' to the 'Bills you need to pay' section of the Dashboard.
19 votes -
search bar
If you type a number that is used on the invoice such as a ticket number
in the search bar the invoice will come up that the ticket is on.1 voteHi Natalie, to understand a little more around your idea here. When you mention ticket number - is there specific field you'd enter this sort of information in the invoice. for example would you have the ticket number in the reference field or perhaps the description?
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Bills LIst View - Mark un-verified bills without a Due Date
Bills entered that are receipts/paid tax invoices (and accounts can't confirm they have been paid/what bank account they come from) should be able to be marked in awaiting payment with custom names instead of due dates.
Instead of picking a past date to clear them from awaiting payment their should be an option to store it as a 'receipt' or 'direct deposit' to ensure paid invoices etc. are not double paid.1 vote
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