4663 results found
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1 vote
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1 vote
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customer statements
I'd like to be able to print statements showing "outstanding" and with a running balance but under balance column I only get individual invoice amounts! I'd also like it to show the customer payments as the total payment, not all the individual invoices matched to it.
1 vote -
Reporting Section under Ideas
Financial reporting is a critical business need of any business using software. Its strange that Xero dont have this as a catagory under Small business ideas. Can we add "Reports" as a catagory. Xero is poor compared to quickbooks now so need to udnerstand if its ever going to change or whether we need to move. I will only be able to gauge this if there are lots or zero user ideas on reporting (perhaps its only me that thinks its "ok but not great"
1 vote -
Quote Report error - only invoice ref is available, not quote ref
Reports - Quote Summary pulls incorrect column references. Xero dont accept this is an error and think its a product enhancement.
Currently when you produce a quote report you cannot have a column titled Quote Ref or "Quote date". Xero has a bug which is using "Invoice Ref" and Invoice Date". Obviously for customers of our business they get annoyed that we are sending them reports implying a quote has been accepted and invoiced rather than purely pending. Such a basic error in Xero but they just dont accept the error1 vote -
Client's financial year summary
As a NFP receiving multiple donations from multiple donors, we require summary of donations/purchases made by the donor/client as a single receipt including each donation/payment's invoice number, date paid, individual amount paid, total amount paid. The summary will need to include the NFP's logo, ABN, etc.
1 vote -
Default purchase order branding theme in Supplier's account
Be able to add default purchase order branding theme in the supplier's account 'Purchase defaults' section the same as you can add a branding theme in the 'Sales defaults' section.
And to be able to add delivery opening times for certain suppliers.
1 vote -
Add external certifications to payroll profiles
Add external certifications to Xero Payroll profiles:
Hello again Karolin,
My query was not about being certified with Xero, but that I have been certified for Safety Training and have it listed against my Xero Payroll Profile, this would keep all staff certifications in one place.(Providing the link for Xero Certification is off the mark from what my query was, however it would be quite a good idea to do Xero Certification and keep it in the same payroll profile once done, then I can have TWO by certifications in the one place....)
1 vote -
Time entries - autofill timer
It'd be great when switching projects if you could auto-fill the timer fields by clicking on an existing time entry in your list for today or a previous date as this would cut the admin time of filling out the timer form fields.
1 vote -
Remittance
Include a place holder in the remittance email which includes the payment date.
1 vote -
Unpaid Intern to be set up in Xero Payroll
Unpaid Intern. I have an Uni student doing an internship. We offered to pay $500 per month as a transport allowance. The unpaid intern is not an employee. When I wanted to set this person up in Payroll, I found limitations: the only available contracts are full time, part time and casual. I tried to set her up as casual, which is wrong, and link the transport allowance. An error pop up asking to calculate Superannuation. I give up.
In this case, MYOB is better, as we have an option to "not report" and we don't pay superannuation for the…1 vote -
PLEASE IMPROVE THE LAYOUT OF THE BILLABLE EXPENSES
Please squeeze all the information in a box as the old version? the new stupid design and layout really make our job harder. i have attached the pics of the comparison for your reference.
1 vote -
Autosave
Please listen to your customers Xero, and fix the problem with Autosave. It is slowing everything down, and as previous writers have said there should be a check button that you can uncheck if you do not want autosave. Also when entering a customer's name, we cannot see what we are typing as the box is obscuring the view and if we have misspelt the customer name a new customer is automatically saved which is soooo annoying. Please Fix This!!!
1 vote -
Contacts - Add a Running Total column to the Activity tab
Add a running total column for outstanding invoices/bills in contact activity
An option to switch between the base currency and the billing currency (on the below screenshot). This will provide a view of the outstanding amount to be paid in the selected currency.
1 vote -
AU Payroll - Extend 90 day limit for payment date
Xero Payroll restricts the payment date to no more than 90 days after the end of the payroll period. This isn't a legal or taxation limitation, but does restrict the occassions where clients are paying payroll in less regular intervals (such as paying their entire salary annually).
1 vote -
language
We would like to request for Myanmar font that can work well with Myanmar characters on invoice template and PDF print.
Now we are facing font problem for our client. There are distribution company and we need to mention customer information with Myanmar language for delivery service.
7 votes -
Advisor access available in ledgers for both the Tax and BAS agent practices.
Can you allow both a BAS agent and Tax agent (and the staff of each) to both have "Advisor" access to a ledger file.
As only the subscription holder and their staff can have this currently it limits the functionality of the other practice who also have legitimate need for reporting etc.
1 vote -
When printing an invoice / emailing it to a customer, see the separate line items making up the credits, instead of just bundled into one am
Invoicing - Split the different items making up credit amounts on an invoice when emailing / printing the invoice for a customer. At this point, what you see on Xero does not pull into the actual invoice.
1 vote -
Navigation - One-click Copy for commonly copied text fields
I would love to be able to one-click copy text fields that are commonly manually copied, such as:
- Invoice/Bill total
- Invoice/Bill number
- Customer ABN
- Customer email
- Customer address
- Supplier BSB/account number
- Payment/batch total
This click would copy the unformatted number/text to allow pasting into another app, such as Internet Banking, Excel, Calculator, email etc.
When paying a bill via Internet Banking, I need to manually copy the total via Ctrl-C, then paste into Internet Banking and manually remove the comma.
When pasting into Windows Calculator (which also won't accept commas) I need to paste into Notepad first to edit the…1 vote -
eInvoice - Ability to add this to a contact record
eInvoice option should be able to be set in a clients contact card much like the Xero to Xero network key or as an option where these options are when emailing the invoice.
Include files as attachments
Include PDF attachment
Send me a copy (Email Address)
I feel that the new changes have made things slower for Clients and bookkeeper's
Some of the updates are not as straight forward.1 vote
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