4570 results found
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payment terms
A lot of my customers pay their invoices when THEY want to....the due date doesn't mean a lot to some of them and they seem to think they are automatically entitled to a 30-day account.
To combat this, I want to start offering a 2% discount if the invoice is paid in full on or before the due date. So I want to display my payment terms, e.g., 2/10 net 30.....that is 2% discount if paid within 10 days, or full payment within 30 days. After 30 days, start charging late fees if the invoice remains outstanding.
These details need…
1 vote -
Trial Balance With Category of Accounts - Grouping of Same type of accounts like Current assets, libailities, Income and Expenses
Please Allow Xero Users to Add Category in Trial Balance and Group Accounts under same category like Profit and Loss Statement and Balance Sheet have.
1 vote -
select next month instead of enterting dates
When reviewing reports (e.g., Profit & Loss, Balance Sheet), we often need to view monthly data from the start of the fiscal year up to the current month. Right now, we have to manually select the first and last day of each month every time, which is time-consuming and repetitive. This makes simple tasks like flicking through months to verify data more cumbersome than necessary.
- Add “Previous Month” / “Next Month” buttons These buttons would auto-update the report’s date range to the previous or next full month.
Example: From May 1 – May 31, clicking "Next" moves the report to…
1 vote -
Employee Expense Claim - option to select from bill already in Xero from integrated platform eg Simpro
We use Simpro for all our project/job related expenses which is integrated with Xero. If we have an employee purchase an item for a job and pay for it, as we don't have an account with the particular supplier, we need to reimburse them. In the Employee Expense Claim, once submitted, there is only the "View Bill' option available, which is Xero creating the bill. As we have to use Simpro for all these types of purchases, an option to choose from an existing bill sitting in Xero, would allow us to use the Expense Claim feature. I have tested…
1 vote -
Blue Xero Search Bar is Restrictive
the blue xero search bar is VERY restrictive.
In exhibit A I can search by email and it brings up the two profiles.
However, if I type in ANTHONY HA, it only comes up with one profile, and not the other.The same can be said for the BUSINESS > INVOICES
It very restrictive in its word order,1 vote -
Please bring in an option to download pdf quotes on android as one is not always in front of the computer.
Please bring in an option to download pdf quotes on android as one is not always in front of the computer.
1 vote -
proj
To make groups for projects. i am currently assigning people to projects however, we have a lot of projects and i am assigning 10 people per project and it is taking me a long time. Being able to make a group of employees and then just assigning this group to the project would be a lot quicker and easier. Also when new employees start it would be easier to add them to the group and it automatically updating the projects, rather then individually adding people onto every project.
1 vote -
Money back??
How about giving my money back???
I’ve cancelled my subscription and you’re still taking money from my account ???1 vote -
Convert Overpayment to Credit Note, or treat Overpayment the same as Credit note
Convert Overpayment to Credit Note, or treat Overpayment the same as Credit note.
We have a lot of customers who double pay their invoices and several who would like to see what credit they have on their account as they will order again - so don't bother with a refund.
Creating overpayments seems like the most logical thing to do, but the functionality of overpayments is lacking in every way. There is no way to send a pdf version of an overpayment to a customer except for printing a statement. I've upvoted the suggestion to add printing functionality, but that…
1 vote -
Bank feed - RHB Malaysia corporate.
Having RHB Malaysia corporate bank account feed in Xero.
1 vote -
prepayment
Ability to:
Apply prepayments using a user-defined settlement date rather than auto-aligning with the invoice date.Purpose:
To support real-world billing scenarios where an invoice is issued in one month (e.g., June), but the client settles it via prepayment in a later month (e.g., July). The current system auto-assigns the application date to the invoice date, which distorts accounting records and revenue timing.Current Limitation:
- Xero does not allow users to define a separate settlement date when applying prepayments.
- Credit cannot be applied if the prepayment falls within a locked period, even if the application is meant for…1 vote -
ACH-only invoice payments
I'd like to enable one-click payments from customers when I send them an invoice, but only ACH, not credit card. As it is, if I enable ACH payments via Stripe, the system displays credit card options to the customer. When I try a custom branding theme without the credit card display, Xero will not allow any Stripe payment mechanism.
1 vote -
Repeating Invoice - Do not trim the Reference to 15 characters
The Repeating Invoices reference number is cut off which make it difficult to very navigate and find the correct Repeating Invoice to edit.
For invoices in other states (draft, pending approval, pending payment, etc.) the reference is properly wrapped which makes it easy to find what I need.
For Repeating invoices however, I need to open one by one to find the right one because the reference is cut off. there is no reason to cut off the majority of the reference - at least help wrap the text so that all the reference shows. It is especially cumbersome when…
1 vote -
Tab headings - Remove the word Xero, leave title of tab
Is there a way that we could see the names of opened Tabs so that we could see the name of what we are working on such as Balance Sheet instead of seeing Xero | Balance Sheet. When we open HST/HST returns, it shows GST/HST Returns which is great.
We know we are with in Xero. If Xero has to show up, it could be added to the end of the Tab heading. This way, opened Tabs would be a breeze to drag in alphabetical order. This would also facilitate working with Workona resources to put Tabs in alphabetical order.1 vote -
assign a credit note to a customer
assign a credit note to a customer, just like you can assign a bill to a customer
1 vote -
Xero accounting app - Fully functional same as website.
It would be nice if the Xero app was fully functional like the website. I have clients that only use tablets and rarely use the website. Making the app identical to the website in feature would make it easier for them to do things
1 vote -
Permissions - Ability to set level of Approvals for different transactions
Hierarchy of approvals of bills and Purchase orders
eg Invoices over £1000 go to tom to approve
1 vote -
Frequently Invoiced Customer List - iOS App
In the iOS app: Create an Invoice. When you are selecting the customer to invoice: Who is it for?
Once you tap this field, a search window appears and you start typing customer name to find.
Below the search field it would be nice to have a list of the top 5-10 customers you have create invoices for.
1 vote -
Movable popup windows
The pop up boxes, creating a new item for example, should be able to be moved so that the underlying page can be seen. This is standard on most of the software that I use so it should be so on Xero.
1 voteThanks for your feedback, Alan. I want to be upfront that this wouldn't likely be implemented across all areas of Xero at once. Is there a specific feature (such as invoices) that you use most and would find this most beneficial to you? Thanks
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AU Payroll - Add 'Save & Next' button to top of employee pay details screen in Pay Run.
In Xero Payroll, it would greatly improve efficiency if the "Save & Next" button appeared at the top of the employee pay details screen, not just at the bottom.
For businesses with detailed pay setups (multiple earnings lines, deductions, reimbursements, etc.), scrolling to the bottom of every employee’s pay screen just to click "Save & Next" is time consuming and disruptive to workflow.
Adding this button to the top would:
Streamline navigation during pay runs
Reduce unnecessary scrolling
Improve accessibility for users reviewing multiple employee pays in one session
This small UI change would make a big difference for payroll…
1 vote
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