4807 results found
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Invoices - Ability to batch print packing slips
Batch print packing slip
We are able to batch print invoices through the awaiting payment page, but having the ability to batch print packing slips would be great. Having to click in and out of invoices to print the packing slip for multiple entries daily takes quite a bit of time. Can this feature be added?
23 votes -
Recent Bills report - Reinstate "View recent bills report"
The "View recent bills report" functionality on a Contact page has changed since the new reporting was deployed this week. Previously, if you clicked on the link you would see a nice list of all approved bills for that vendor whether paid or not. This functionality has now changed and is effectively useless. Yes, you can get the same info by going into Business/bills to pay but that it is more clunky. Thank you.
2 votes -
AU Payroll - Payroll Activity report to show leave entitlements in draft pay runs
Before posting a payroll, when you run the "Payroll Activity" report, include the leave entitlements about to be posted not just the pay items.
So when you download a report to do a final check before posting payroll you can check ALL payroll activity not just half of it !
2 votesHi Kristen, appreciate you sharing in product ideas here. While this isn't something we have plans for I wanted to confirm you can currently check leave accruals by clicking on the employee's payslip prior to posting the pay run.
Once the pay run's posted, before it's filed, you could run the report and find any issues, and revert it back to draft to make changes if necessary.
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Projects - Add Project Start Date and the Name of who started it.
Projects- Add date project is started in xero and the name of who started it. This will help us to be able to determine how many days a job took from order date to completion.
We will also be able to tell who started the project if we need further information about it. Something like the 'History and Notes' in the Invoices, where there is a record of who generated the 'Project' and on what date and who makes changes along the way would be perfect. We currently have a project that we are not able to see when it…1 vote -
Account Transactions report - Show all related accounts for split transactions
In the Accounts Transactions Report - Show all related accounts to include ALL split transactions regardless of how many there are.
The current Report only display the first few, (please see upload) current format is not fit for purpose. Please under show related accounts, include split transactions not just the first few.2 votes -
NZ Payroll - Specify leave approver
It would be great to be able to stream leave approvals by team so only a team leader gets to see/approve their own team rather than everyone's leave applications
7 votes -
Bank Reconciliation - Automatic payment allocation to oldest invoices first
If you have multiple invoices for the same client, a feature that allows you the option to automatically apply bank transactions receiving money from the client to the oldest invoices first moving closer to date would be mighty helpful. At the current moment, we have to manually split out each transaction to the invoices when reconciling bank transactions; it stands to reason that if you have a client with multiple invoices and they pay off in chunks, you would want to apply payments to their oldest debt first; having this as a selectable option for a contact / bank rule…
11 votes -
Recent Bill Report - ability to set custom date range
Issue - When accessing the Recent Bill Report from the contact screen the automatic date range is the most current month. If you require anything longer this requires multiple steps to rectify.
Purpose - To show relevant recent bills depending on the contact/entity, not just the bills in the current month.
Solution - Have an option to set a custom date range that automatically loads when clicking this report. This custom date range could vary from entity to entity.
1 vote -
Reports - Coloured text for variances on new reports
Prior to the new reports we were able to select different colours for budget variances on our Xero reports. Green for on budget or better than budget and red for below budget.
This was immensely useful when going through reports in monthly management meetings as it meant over or under performance in any line was easily recognisable.
Please can you bring this simple feature back!
3 votes -
AU Payroll - Reports for Timesheet Approver
As an approver of timesheets i see there are couple of issues which can make the process water tight.
1.Ability to see approved time sheets (siimilar to leaves). Currently once the timesheet is approved for an individual there is no way to check what has been approved
2.Ability to run a report for all employees that have been approved or alternatively ability to allow access to certain reports to the approver.
4 votes -
Quotes - Create one invoice from multiple quotes
Ability to consolidate multiple quotes in to a single invoice
11 votes -
AU Payroll | Reports - Filter Payment Summary Details report for superannuation
Would be great to get the Payment Summary Details report to include a filter for Superannuation
There doesn't seem to be a report that easily shows all payroll information by Employee Group.3 votes -
AU Payroll - Submit Leave Request via SMS
Provide the functionality to receive leave requests by SMS notification.
1 voteThanks for sharing your idea with the community here, Rachel. I see it hasn't really picked up interest and with the ability for employees ti submit leave requests via the Xero Me app that is accessible from a mobile device we don't have any plans for developing SMS capability.
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Report's - GST Audit report, option to print PDF version by Account number
When reviewing the GST Audit Report we are able to sort by account number, but when printing in PDF it reverts back to date sort order. Can we have an option to print to PDF in account code order.
107 votesHi everyone, as you may have seen in recent communications - We've rolled out a new and improved New Zealand GST experience.
While we've made many changes, we want to be open that transactions will only print in date order. This isn't something we have plans for changing in the near future and we'll move the idea to not planned. If our position of this changes at any point we'll be sure to update you of this here.
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Purchase Orders - Option to move back to Draft status
Purchase orders should be able to go from approved back to draft inside XERO so that integration to other stock systems does not fail when changes are made in 3rd party stock management systems.
1 vote -
Inventory - Airtable Integration
It would be great if there was Inventory integration with Airtable (Airtable.com) to keep proper adjustment of our inventories. It’s a much easier to use system, for small business, that needs less support.
1 vote -
Invoice - Add Preview option to Repeating invoices
Repeating invoices do not have a preview or print to pdf option so that I can make sure my invoices look correct. Please add
9 votes -
Chart of Accounts - Add cash on hand account type
I would like to add an "Account Type" called Cash on Hand that would sit as a heading on the Balance Sheet Just like Bank, Curent Assets etc does. We have various sources of this account type, and I would like to group them rather than them sitting in current assets as they currently do. They are not technically bank accounts, so don't want them under that heading.
1 vote -
Bank Reconciliation - Remove 'Great Job!' messages
There should be a way to remove unnecessary motivational responses like "Great Job!" when finishing a bank reconciliation.
I do the bank reconciliation every day and don't consider the task difficult or special, so the "Great Job!" just seems patronising. A simple "You've reconciled all the transactions for this account" is all that is necessary for a business application like Xero. Some people might like it but I'd prefer my accounting software to not pretend to have a personality like that.
3 votes -
Contacts - merge check before importing
I would suggest to about the Contacts function. Currently, the system automatically merge the contact information with the same name first and last name when importing the contacts. It's very common that customers have same first name and last name. I think it's better for Xero to have diagnostic to ask if the contacts imported are the same before merging. The auto merging function is creating lots of issue when the customers name are the same.
2 votes
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