4806 results found
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Make Invoice Settings accessible from Invoices Summary page
If I need to make changes to the invoice settings from within the invoice page, there's no way to access the settings. In fact, it was pretty hard to find the invoice settings at all! Please put a direct link from the Invoice summary page to the Invoice Settings. (I agree with another suggestion that access to Invoice Settings should be controlled by role type).
3 votesGood to hear you've an existing idea you'd like to support too around access to settings, Natalie. Currently only the Standard or Advisor roles will have access to Invoice Settings - more on this here.
When it comes to accessing Invoice Settings from sales, while it's not available from the list view of invoices, you'll find if you have the right role you can jump across from an individual invoice by clicking the 3 dots in the top right of the page - see my pic below.
Does this accomplish what you're after here?
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Contact defaults - Option to default to eInvoicing
would make sense to be able to tick a button for the specific client you know is registered and therefore it is sent an einvoice by default
16 votes -
Reports - Make formulas for individual rows
In reports - Be able to make formulas from individual rows / accounts not just "columns, group totals or formula rows". I have attached an example of the work around required to get Gross Profits for hospitality split into Wet (Booze) and Dry (Food). It adds 8 lines and makes the report unwieldy. I would love to to more interesting formula. And not have to export to Excel or other programs.
9 votes -
AU Payroll - Change default sort order of leave requests
It would be great if all the Completed leave was in order with the most recent at the top instead of having to change the order every time I need to see the most recent or scroll all the way to the bottom. I love how the rejected leave requests are now all at the bottom of the Leave list on the employee record but I'm not sure what the "Employee Surname (A-Z)" sort option is for when I'm in just one employee
2 votes -
AU Payroll - Option to not automatically approve leave requests submitted on behalf of employee
Have the ability to create a leave request on behalf of an employee without approving it as Payroll Admin, and then submit the request to the Leave Approver for that employee.
2 votes -
UK Payroll - Hide leave balance from specific employees
Xero Payroll - It would be useful if you had the option to show holiday entitlement to selected employee's, rather than all or none in the X
2 votes -
BAS - Include Sales Invoice number
It would be great if the Activity Statement Transaction reports included the Sales Invoice number in addition to the Reference field. The old full BAS report used to show the Sales Invoice number as the Reference field on the report.
We use simPRO for Invoicing and when the data is imported the Job No/Order Number is imported into the Reference field in Xero but we sometimes issue multiple invoices per job so the Invoice number is much more relevant as a reference.2 votes -
AU Payroll - Allow ordinary hours to reduce below 0
Xero should reduce Ordinary hours below nil when leave requests are input for the current/previous weeks if the total leave exceeds normal ordinary hours. Eg FT employee 38hrpw is off all current week on leave in addition to 7.6hrs for a day last week not previously processed. Currently, in this situation Xero will not reduce Ordinary hours below Nil and would pay the employee 45.6hours as leave. A manual adjustment is needed to reduce Ordinary hours to minus 7.6hrs to correctly pay the employee.
3 votes -
Dashboard - Ability to Group Bank Accounts
It would be really helpful to be able to group bank accounts in a similar way to grouping Contacts. We have multiple currency accounts and base currency accounts as well as credit cards and to be able to group them in different ways would make checking them much easier. Eg group into GBP Current Accounts, Currency Accounts, Cash Currency Accounts, All Cards etc
4 votes -
Batch Payment - Support TXT file format
Allow a bank file that is supported by Coutts to allow batch payments to be made.
8 votesHi Iain, having a quick search it appears that Coutts accept 2 file type formats, TXT and CSV.
It is currently possible to export a CSV file from batch payments - read more on Xero Central.
I've slightly adjusted the title of your idea here to request TXT format, however want to be open that we don't have plans for developing new file formats for batch payments at this time.
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UK Payroll: Option to have regular earnings as days instead of hours
Please can we have the option in Regular earnings to have pay items that can be setup with day units and not hours so taht it shows on payslip as number of days x rate.
Thank you.
22 votes -
Projects | Quotes & Invoices - Show reference number
Include the option to show the invoice reference, instead of just the number, in the Quotes & Invoices page of the project
11 votes -
UK Payroll - Ability to send P60's with password protection
P60's should be able to be emailed direct from Xero with password protection, exactly like the payslips
16 votes -
Batch Payments - Supplier batch payment without swift code or linked bank account
I would like Xero to remove or make it optional when making batch supplier payment without swift code or linking with bank account as not every company will link their xero with their bank. Current batch payment is not applicable to my company as we do not link our bank account with xero. This compulsory swift code for bank processing is really not user friendly & our company book keeper has to enter supplier payment 1 by 1 for 20 invoice payment.
8 votes -
EInvoicing - Connect with Purchase orders
When draft invoice/s are created via eInvoicing (Peppol network) will xero introduce the ability to call in/ match the invoice against a PO in xero (& subsequently mark the PO as billed)?
Many of us are required to raise PO's for our purchases - so this would be a handy feature!7 votes -
Projects Invoicing - Show total time entries per employee
Invoice in Projects - ability to combine time entries of employees to show total hours per employee
At the moment when you create an invoice in Projects, all the individual time entries are shown which can be 2-3 pages long. It would be great to have an option to combine all time entries per employee over a selected period so that the invoice doesn't have to be 2-3 pages long showing time entries done by each employee when all we need is one line item per each employee.
1 voteDoes this need to be on an employee basis, Jay?
At present, you can either create an invoice based on the Task or based on Time entries.
To confirm at present you can summarise the time entries by selecting to invoice as a Task - but appreciate this doesn't allow the individual lines for a employee breakdown
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Payroll UK - See hourly rate for overtime pay items when employee is on an annual salary
We would definately want to see the hourly rate and hours for overtime for staff on annual salaries.
At the moment the overtime hours are printed but not the rate of pay for the overtime.15 votes -
Expenses - Show payments applied to a claim
Xero does not show the correct balance due in expenses if a bill has been part paid
2 votes -
Billable Expenses - Retain source currency when invoicing expenses
When we rebill a transaction to a client that was already paid, if the amount is paid in Euros, for example €5,000, when I issue the next invoice to this customer, the expense automatically shows up to be included in this invoice. The issue is, when I choose this transaction, even though my invoice is also being billed in Euros, the amount is automatically converted to GBP (my company a/c's currency) and then is converted back to Euros so the amount to be rebilled shows us as a different figure either positively or negatively in my favour depending upon the…
5 votes -
Xero Projects - View transaction contact and date from project tabs
It would be useful to see the Date and Contact Name associated with each invoice and expense that is shown in Projects, rather than clicking to view each one each time.
This is particularly important now that we have realised that those with Projects access but not Standard User access to Xero cannot view the invoices or expenses to see that detail.
2 votes
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