4585 results found
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AU Payroll - Remove past employees from drop-down menu in payroll reports
It would be great to be able to remove past employees from the drop-down menus when generating Payroll reports. This would be particularly helpful for businesses who employ a lot of staff members, especially if there's a high churn rate.
12 votes -
Bank Reconciliation - Attachment deletion alert when using Remove and Redo
When selecting Remove and Redo for Spend transactions, all attachments are lost.
If the attachments are receipts that were photographed using the Xero app, they are not kept on the Xero app either.
This means that selecting Remove and Redo is the same as throwing the original receipt in the shredder, not just in the bin to potentially be retrieved later.
A pop-up warning asking if you'd like to save the attachments to the File Library before removing and redoing would avoid the loss of the transaction's supporting documentation.13 votes -
New invoicing - Enable ability to set a dynamic invoice date based on a fixed due date
I have invoices that have a fixed due date, e.g 4th of the month, and would like invoices to be generated, and dated, a fixed number of days (e.g. 7) before this.
WHen it's not near the end of the month then setting the invoice date and the due date to be 7 days after is fine. The issue arises when the invoice dates cross a month boundary as the varying number of days in the month makes this awkward. I either need to accept a movement in the due date or set the due date to be fixed and…
1 vote -
Hubdoc - Upload additonal attachments to transactions
It would be very useful if we could upload any supporting documentation for invoices or bills as attachments in Hubdoc. At the moment, I upload the invoice in Hubdoc and then have to add any supporting documentation in Xero directly.
1 vote -
Fixed Asset - Report Customisation
I would like to see the ability to customise the Fixed Asset Schedule. Currently it defaults to alphabetical order. In order for us to display the Fixed Asset types in a more logical order we need to name the fixed assets 1- Land, 2 - Buildings etc. We cannot add page breaks either which would be appreciated. We should be able to Edit the layout as we can with the other reports.
20 votes -
UK Payroll - Automatically include bank holidays and annual leave on Timesheets
Why can't Xero make editing a timesheet easier by automatically showing bank holidays and any days off that have been entered as holiday?
If the timesheet showed bank holidays or days where time-off has been allocated in a different colour or with an asterisk by the date then checking timesheets against time-cards would be much more straight forward.
4 votes -
Inventory - Increase character limit for products description
50 characters is often insufficient to identify separate products in (particularly) technical book names or descriptions especially where there are different versions of the same book (hard/soft covers, multiple language versions)
6 votes -
Project - Multiple contacts
Multiple contacts on a Project. Projects can currenlty only be built and linked to 1 contact at a time. However. in terms of training and events where there could be multiple contacts linked this is an issue. If Xero could add the option for multiple contacts this would be great. It would save all my issues in terms of tracking a job.
19 votesHi Megan, when your talk about the training and events could you explain a bit more of your business flow when using Projects?
Atm, you can create bills and invoices for different contacts and associated these transactions with a single project.
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Reports - Add report to identify lapsed customers (include last invoice date column)
We need a report that will give us a list of lapsed customers. We as a small business need to be in touch with customers who haven't had any transactions with us for 6 months or a year. It would be great to have a feature or report where we can easily find these customers. On our old accounting system, all of our customers had a " last invoice date" column so we could easily pull a report for any of these customers who hadn't been invoiced for 6 months or more.
7 votes -
Credit notes - Tick box to allocate full amount
Instead of tying in the amounts, what about adding a tick box next to the value where you can select the full amount shown and only if a lesser amount is to be used then have to type in the value.
13 votes -
NZ Payroll - Read Only access
With audited clients , we normally only give Read only access, but this excludes payroll access. So either we need to access for them, what the require, or we need to change access level to standard , which is not idea. Can you not have a read only role, with the option to include Payroll?
3 votes -
Invoice Branding - More Customisation and font options
I think the invoice customisation in Xero needs a major overhaul. Many of my clients have spent considerable amounts on graphic design, but the customisation process (downloading a Word doc, editing, and uploading) is a nightmare. The standard Xero invoices are really dated (such as the Mastercard or Visa logos, the payment slip footer, font choices etc), which means the better option is to upload a customised invoice. The problem I have is that most of the fonts I've tried seem to be unavailable once uploaded to Xero, with most reverting to Times New Roman, and that's an issue that…
37 votes -
Xero Learning - Remove sequence recall questions
I recently encountered and failed a question about user invitation, which I have used many times without problem. Quite why the learning organisation has increasingly focused on sequence recall rather than book-keeping, is something of a mystery. Good software should be intuitive where there is no need to remember the exact order of clicking presented options.
1 vote -
Xero accounting app: Download PDF invoice from mobile devices
Make an invoice pdf downloadable from a mobile device.
I get invoices from a supplier via email but it's only viewable as a PDF on a desktop, this stops me from being able to send the invoice to Dext.
1 vote -
Projects - Report on nil activity projects
Ability to report on projects that have nil activity. Currently they do not show in the Project Summary Report until activity has been entered.
8 votes -
Products and Services - Add contact column to transaction report
In the Products and services 'Transactions' page I would like add a column so I can see who I sold a particular product to without going into every invoice separately.
5 votes -
Budget - Ability to lock a budget
If budgets could be locked once approved and also history of any changes made. This would be very helpful.
2 votes -
Expenses - Don't notify when I approve my own claims
When I approve my own expense claims, don't generate a notification for me that my expense is approved. I already know because I just did it. It wastes my time and attention marking those notifications as read.
Just a minor annoyance. But also a quick fix, I suspect.
4 votes -
Xero Tax - Accreditation for tax authorities in Portugal
Currently, it appears that Xero is not authorised by Portuguese tax authorities for use with a company in Portugal. As we run a business in the UK using Xero, it would make sense to also use the same accounting system in an authorised fashion in Portugal.
Could this be done?4 votes -
Invoice - Ability for users with Invoice Only user role to add prepayments
Users with the Sales (quoting and invoicing)/ Invoice only role to record prepayments in Xero.
14 votes
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