4107 results found
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Contact - Sub Categories
Would it be possible to create a contact who is a "sub contact" of an existing contact. For example we perform work for a strata management company. Every invoice is made out to [name of strata company] but the contact details, email address and physical address are all the same - that of the management company. I would love to create [strata management company] as the main contact with all the strata "divisions" they manage below them without having to create a new contact for every single new building. What are my chances?
9 votesAppreciate where you're coming from with this idea, Kirsty.
Right now you could create a Contact Group, and have each related contact assigned to that contact group. Get what you're saying with the efficiency when having most of the same details - for now perhaps importing via csv would help create these in less time.
We also have an idea for the ability to copy a contact, and another for contact group statements that you might like to join and follow.
We'll start to get a feel of the interest for this type of feature here, and I'll let you know if there's any change planned.
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AU Payroll - Reinstate order of payroll activity summary report
Sometime in the last week, the order in which data is presented in the Payroll Activity Summary report has changed from
- Earnings
- Tax
- Super
- Net payable
- Actual paid
to
- Earnings
- Net payable
- Actual paid
- Super
- TaxPut it back, please, it makes no sense to have something other than Wages less Tax equals Payable. Also reinstate the highlighted total lines in this report and in the Payroll Employee Summary, I'm ashamed to send this to my client with their IAS, it's not readable enough.
The two screenshots I've attached are…
6 votes -
Invoice Auto Numbering
We use our own numbering system as well as the xero auto numbering system. For customer invoices that pay cash, bacs or on account we use our own numbering system that originated from before we used Xero. I just amend the invoice number section on xero when a customer invoice is produced. I have always done this so no issues with that. We use the xero auto numbering for customers that pay by debit credit card. So everyone that pays by card during the day all get added to that one invoice. But the auto numbering system on the new…
3 votesHi Elise, thanks for confirming still an issue for you. As noted I'd recommend raising this with our Xero Support team via Xero central. As I'm unable to recreate this it would be good to get more detail with our specialists to see if they can investigate the behaviour.
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Credit Note Discount
Currently there is no discount field on the credit note form which creates a fundamental flaw in the xero system. If you look at the attached invoice report you will notice that all credit note entries have no amounts in the discount column even though they all have discount. This overstates the discount amount when you calculate the total discounts because there are no discount credit amounts to correct the discount. We recommend adding a discount section to the credit notes form to correct this as the report is incorrect without this.
5 votes -
Bank Rule - Automated bank rule reconciliation
Automated bank rule reconciliation.
A choice for a bank rule to be automatically reconciled - once created a option to select if you wish for the bank rule to be reconciled to remove the need for manual reconcile.
This would be ideal for monthly direct debits and standing orders e.g. bank charges, drawings
5 votes -
NZ GST - Zero rated GST for asset accounts
At the moment Zero Rated GST can only be applied to Revenue items on the Chart of Accounts. When we deal with a property sale between GST registsred parties, the sale is also zero rated for GST purposes. We need the option to apply the 0% GST rate to asset codes as well as revenue codes. At the moment, we have to do a manual workaround.
11 votes -
New Invoicing - Show Reply To email address when sending
New Invoicing - Show selected From Email
The old invoicing would show which Email address would be used as the from email when emailing an invoice to a client. This is an important double check to be sure I'm using the correct email address for the particular client. Since this has been removed I now have to remember to check the Email settings in a different tab before sending every invoice, which is very time consuming and is the primary reason I switch back to Classic every time I try the frustrating "New Invoicing" system after suffering through its hard…
17 votes -
Repeating Invoices - Bulk update Next Invoice Date
Repeating Invoice - Bulk update next invoice date
I am an accountant with clients who make use of repeating invoices. The current problem is that in certain months they want to run their invoices on different dates due to public holidays or festive season. In these situations they have to manually go and update the "next invoice date" in each invoice.
I want to suggest a bulk action for this as it would end up saving hours for the businesses.
16 votes -
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...22 votes -
Invoicing - Show Delivery Address on invoices by default
Enable the option for invoices to by default display both billing and delivery addresses.
16 votesHi team, while not a 'default' option for this within Xero, you could achieve this using a Custom DOCX branding theme, with an advanced invoice template.
With the template open in Microsoft Word, you can add the ContactPhysicalAddress merge field where you want their Delivery Address to appear.
You can add your logo and make any other changes you'd like, before saving the file and uploading it back into your branding theme in Xero.
You'll then want to select this custom branding theme for your invoices.
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Invoicing - Stop capitalizing the address line for City
On the PDF invoices, Xero automatically CAPITALIZES the entire town/city name, even in my custom invoicing template. It looks unprofessional and I want it to go away. I've avoided this by typing all new addresses on the first line, but I have imported hundreds of contacts into Xero and I don't want to go in and change every single one of them.
4 votes -
Bill Payments - Allow payments to be scheduled
When making a bill payment using open banking direct transfer from bank account, it would be nice to be able to schedule the payment - currently there is no ability to do that.
18 votesHi everyone, we have some updates in the UK with the bill payments method with Crezco. You now have more control of your cashflows with the ability to schedule bills to be paid at a future date using direct bank transfer. This helps to avoid potential bank charges for same day transactions, and missing due dates. Along with this you'll also be able to stay up to date with your payments with real-time payment status in Xero. Meaning you don't have to log into your bank to check the status of each bill payment. With an overview of all payments made using direct bank transfer, you have an accurate record of which suppliers have been paid, and when.
We know there are users from others regions also interested in the idea here and we'll share if there are any updates for expanding similar functionality in other places.
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UK Payroll - New Starters and Leavers payroll report
Joiner and leaver payroll report
A report to show who has joined and left within a certain period
37 votes -
Xero Product Ideas - Improve navigation & search
There seems to be a trend to hide the button that is used to post a discussion or submit a product idea amongst others. It appears that you click on a link that you think should take to the "submit new product idea" page, and when you get there and enter in your idea, you realise it was a search box that is searching for existing ideas. Fair enough, force me to search first, patronising but I guess it reduces Xero's workload (not mine though). But where is the button to submit the product idea? And how do I get…
4 votesAppreciate the feedback, Martin. As you noted you do need to search ideas first and to create one you'll need to enter a forum and search where you'll then get an option to Post a new idea if lone of the results doesn't match what you're after.
Understand how this could be simpler and while we don't have any immediate plans on this, we;ll update you here if any are made.
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New Invoicing | History - record when invoice has been copied
History needs to show when an invoice has been copied and which invoice it has been copied from and to.
5 votes -
Starter Plan - Annual transaction count
Sales question:
we want to buy xero. We only do 100 transactions per year, but we have one month which has more than 20 invoices and 5 bills, (an event we organise). does the basic subscription do monthly transaction counts only or can it do an annual transaction count.7 votes -
Invoicing - Adding Direct Debit tab to columns in Awaiting Payment
It would be really useful to be able to have a column in the 'awaiting payment' section where you can mark the group (i.e. Direct Debit) so when you're setting up Telleroo payments / batch payments, you can easily see which one's are Direct Debit suppliers without either running a payables report or clicking into the supplier to see which group they belong to
10 votes -
Payroll- create a new timesheet for deleted timesheet period
Once a timesheet has been deleted for a given pay period by an employee, both the employee and the payroll administrator should be able to create a new timesheet for this same period.
We have had instances where the employee has accidently deleted their timesheet after it was declined by payroll administrator (instead of fixing it), and once deleted there is no ability for either employee or payroll administrator to create another timesheet for this period (I submitted a support request to Xero and they confirmed this).
9 votes -
New invoicing - Ability to turn off auto suggestions
What happend -
I imported invoices with an invalid account number. When I went to review the imported invoices in draft, the new invoicing AI technology selected suggested account codes for me, almost to fast for me to notice the account code was blankWhy this is important -
The "review draft invoices after import" step is critical in getting it right - I should be able to review exactly what I imported to see where the mistakes are. I can see this being an issue with integrations where invoices are imported via the APIWhat Xero can do - …
8 votes -
UK Payroll - Include tracking categories in Gross to Net report
To be able to file a Gross to Net report and subtotal by tracking category. It's the only way that we would be able to report per category of worker. This is built into Sage and really important for a lot of businesses.
9 votes
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