4807 results found
-
Inventory - Visible notes for users to see when using an item
We sell software from various vendors and many have rules relating to how their products are sold e.g. "Must include min of one license of X before customer can order any licenses of "Y" OR "Software Maintenance should be ordered with the licenses, otherwise it is ordered as a "Maintenance Upgrade" (with different pricing), and many other examples.
Updating these each time a new price list is issued must be done manually as Notes cannot be imported or exported making it very tedious.
Also, with Notes being at the bottom of the screen and needing to be expanded to see…
7 votes -
Bank Reconciliation - Ability to merge bank accounts
If a Xero client has a credit card that is cancelled due to scam or new card etc, the only option is to create a new bank feed for the card so you can continue to get the data. In this instance, you end up with two bank accounts on your Xero file, both with a balance. At the moment, you can only do a transfer to move 1 balance to the other, than archive the one not needed. It would be nice to be able to merge the two together so that the balance works and the transactions stay…
33 votes -
Xero - Integrate Xero with Dance Studio Pro
Would love to see an integration of Dance Studio Pro into Xero. Invoicing for dance studio in Xero is not sufficient and would love to have the capabilities of the Dance program integrated into Xero.
1 vote -
Manual Journals - Add a Reference column
MANNUAL JOURNAL
Please add a reference column for us to fill up so that posted journal are document in sequence number. The journal ID is actually act as audit trail Instead of journal reference number.
Also, pleas please allow journal entries to be able to post entries to bank...its such a miserable, while journal entries supposingly existed to pass adjustment but doesn't allow pass entries....
2 votes -
Contacts - Search by VAT number
It would be nice to be able to search for a company by the VAT number.
1 vote -
Invoices - Option to send our own PDF invoices through Xero
We have our own PDF invoices we send our clients and much prefer these over the automatically generated Xero PDF version of invoice. I know we can upload these into Xero when in classic view but are these the PDF invoices sent with Automatic Reminders when selecting "Include the link to the invoice PDF" or is it the standard Xero PDF invoice that is sent? If not can this please be added as we much prefer our own invoices as much detail goes into them and we are not happy with the overall look of Xero PDF's. We have tried…
2 votes -
Inventory - Part exchange feature for tracked items
When raising a sales invoice for the part exchange of a vehicle there should be a feature to record the entire sale and then debit the A/r account for the amount of cash payment owed and them debit the remaining balance to a tracked inventory account.
EG.
CR Sales 8,500
DR A/R 3,500
DR Tracked inventory 5,000
1 vote -
Bills - Edit paid bills without removing payment
It would be beneficial to edit any feature of a bill without removing the payment.
3 votes -
AU Payroll - Automatically accrue leave on additional pay items
Have the option to accrue leave on other pay items. ie. Saturday rate has to be set up with its own rate per employee as each employee is on their own rate for Saturday and isn't a "mutplication of the ordinary rate". This also needs leave to accrue on it.
Spoken to Xero adviser and they don't have a set up for this yet.34 votes -
Invoices - Option to include unpaid invoice total in the Total Amount Due
New Invoices - Option to Reflect All Open Invoice Totals in "Total Amount Due"
It would be helpful to have the total amount due reflected in the total amount due for new invoices.
I already send customers reminders, account statements, etc. Perhaps some customers do not read what I'm sending to them. If the total amount due was on the invoice, it would be very clear as to the total amount owed.1 vote -
Purchase Order - Reject a Purchase order
Ability to reject a Purchase Order if the person made a mistake to redo it/. They need to get a notification if rejected.
2 votes -
Reports - Option to use pay periods dates rather than payment date
I would prefer that the dates displayed on the Payroll Activity Details & the Payroll Employee Summary reports are the beginning and of the pay period.
I have found that some of my clients get confused with the way those reports are currently issued, using the payment date.5 votes -
NZ GST - Include History/Notes data on GST return page
It would be really useful to be able to track who made changes to the GST return, including who has reversed a return after it has been filed. If available it would allow a discussion to be had with the relevant person as to why the changes were made - which would save time. A recent example of this is when a GST return was filed and payment of the amount due was made. At a later date the return was then reversed and it is unclear who did this and why. This has resulted in time being spent chasing…
14 votes -
Email templates - Ability to format date placeholders
Feature: I'd like to be able to format the [Due Date] field when it's included in email templates.
Use Case: My standard emails include a line which reads "This invoice will be due for payment by 09 Oct 2023". I have to reformat the date to a more readable style every time.
Basic Outcome: Using standard date formatting you should be able to express the date as "Monday 9 October, 2023" - note that the leading "0" on the date number has been omitted, and also the inclusion of a comma after the month.
Ideal Outcome: The due date would…
28 votes -
NZ Payroll - Sick leave schedule of accrual
Schedule of Accrual - Sick Leave : would love the option: Annually after 3 Months
7 votesHey everyone, we've been making some changes to improve NZ Payroll for Xero users.
If you're just getting started with Xero (from 5 August 2024) you can now set up the Sick leave entitlement date for an employee.
We know people in the idea here are existing payroll users and we can assure you we're working to also develop this for existing customers. There are a few more intricacies to work through from what already exists to the new. I'll be back to share when there's more news on this and when you can get access to this too. Thanks
-
Invoicing - Increase the character limit for terms on quotes using Standard-type branding themes
Increase the character limit for invoice and quote terms for the standard invoice template.
Currently the limit is 1000 characters and that is not enough. Please please look into this! It is so important to be able to have terms in the body of the invoice and very useful to be able to use the terms section for this.21 votes -
API - Connector for Microsoft Power Automate
It would be great if there was a connector for the Microsoft Power Automate platform so that Xero could be more easily integrated with other services.
15 votes -
Short Term Cashflow - Add Quotes
Would be great to be able to add an expected win date on a quote so that it can show in the short term cashflow (STC)feature. Would save adding it manually again via the Add incoming outgoing money feature option.
All the details are present just need to make it presented to the STC. If it's won then it changes status. If lost it's removed from the forecast.2 votes -
NZ Payroll - More employee bank accounts fields
More than four bank accounts for employees: It would be helpful if we could have more than four bank accounts for employee wages to be split into. A minimum of 6 would be good as a few employees have asked for money to be split into more than four accounts.
3 votes -
Trial Balance - Run in Foreign Currency
Do you have the currency option on Trial Balance as you do the profit and Loss and Balance Sheet?
12 votesCurrently, you can include an Exchange rate note in the Trial Balance report, however it's not possible to run this report in another currency.
We don't have any plans for extending the reports that can be run in a foreign currency atm, but it'll be good to get an idea of the interest for this here and we can share if there is any change.
- Don't see your idea?