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  1. Would be great if you could link cirectly to the live stock levels inside Shopify so if I generate an invoice and sale from Xero then the stock level reduces and adjust accordingly. There does not seem to be functionality that does this currently.

    16 votes

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  2. I need Xero to have more payment file formats to upload bill payments into the bank. It is such a useful function, but it becomes too much manual intervention to add columns every time you export the file to match your specific bank's needs.

    It will be great to be able to upload a template that can pull the needed info, similar to a Sales invoice templates.

    3 votes

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  3. Although a prepayment in a receive money transaction is given an invoice number this is a reference, NOT an actual invoice.

    A prepayment will show as outstanding until it is allocated to an invoice or refunded. This means that you have to go the "create invoice" route.

    It would save time to be able to create an invoice for a receive money transaction that will then be automatically reconciled to the money received and reflect on the customer statement. This is especially useful for incidental monies received eg concert tickets, fun day tickets etc

    1 vote

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  4. Allow employees to edit/cancel approved leave if it's not yet been taken. Any changes should be resubmitted to the approver.

    9 votes

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     ·  7 comments  ·  Payroll  ·  Admin →
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  5. This is for on the App. (Not website). to create purchase order from an invoice. And send the purchase order by email

    3 votes

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  6. have a button that allows you to be able to create a payment/receipt from the contact page - so you don't have to go out of the contact to process

    3 votes

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  7. Projects Management - There are instances when a bill line item needs to be apportioned/allocated to two or more projects. At the moment the only way to do this is by splitting this line item across several bill lines (as many as projects to allocate to) and then do the allocation. The idea would be to add a "Split" button to the project allocation form, say next to current search field in the form ( not the search at the top but the one next to each billed item), so that current functionally remains i.e. type project in search box…

    9 votes

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     ·  3 comments  ·  Admin →
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  8. In the older Project Report function it was possible to select the Supplier Name. This option is now not available in the newer Project Financials report. This is useful as it allows supplier engagement for a specific project to be monitored and avoids the need to perform other more long-winded searches.

    6 votes

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  9. Currently, one can show the field "InvoiceFeeReimbursed" for a Stripe surcharge on an invoice. However, this is just the gross amount (net + VAT), while one needs to split it and show it properly on a VAT invoice?

    It would be best if the surcharge would be a conditional line itewm on an invoice, with all the settings available just like for any other line.

    For example, let's say an invoice is for a domestic UK customer, the total amount (before a surcharge) being £100 + £20 VAT 20%. Let's say the surcharge is 3%, so £3.60. As I'm not…

    2 votes

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  10. Can you xero come up with one click NIL BAS form preparation.
    It's time consuming to prepare NIL form and type 0's in the form and save.
    Thank you

    2 votes

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  11. There should be the capability to add a note number to a row with a total balance in the financial statements in the "Edit layout" screen.

    2 votes

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  12. Hi Xero.
    Currently, User's with Invoice Only Access can only approve invoices and bills. However they are unable to remove a payment (or part thereof) from an invoice.

    This is a problem if the User accepts a payment, then realises that there is an error on the invoice, as they are then unable to remove the amount and fix the invoice.
    It would be great if these User's could have this ability without having access to the business bank accounts

    5 votes

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  13. It would be handy to be able to customize the view screen on the contacts screen within Xero. Ie add additional columns - a payment column? It would be a lot easier to have a visual of payments received rather than having to click on the invoice or run a statement against the client to see when payment was last received / paid. It would also be handy to have an item column that includes payments. As well as an option to reconfigure the column order, Ie. Date in first column.

    3 votes

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  14. Can we have timesheets able to be approved by multiple users e.g. site manager then goes to Managing director for final approval.

    16 votes

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     ·  3 comments  ·  Payroll  ·  Admin →
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  15. Accrued Earnings Payroll item in Payroll

    We need to record a Project Incentive Payment as an accrual on payslips. These accruals vary per project with some accrued hourly, daily or weekly and are paid at the end of the project.

    The Accrued Earnings payment would be setup in Payroll Settings, with a running total displayed on payslips.

    5 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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  16. This column is useful but could be improved.

    As already noted in another existing idea, it would be good if there was a way to indicate whether the discount is per-item or for the line. As it stands, if there is a count, then to emulate a dollar discount on each item, we have to manually calculate the total discount for the line (number * $ discount) to enter the appropriate line value.

    The percentage discount option is good also (as it avoids the above problem with specifying an absolute amount). However, it has a different problem in that the…

    11 votes

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  17. Stripe Bank accounts should have option to include Currency while importing statement manually. Also Currency conversion tool is needed to convert Multi currencies to Base currency.

    2 votes

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  18. The Quote information should come forward on the invoice whether you are invoicing from the Quote or invoicing from the Project Amount OR the deposit amount needs to show when invoicing from the Quote.

    It doesn't make sense that if someone pays a deposit, I have to use the project amount to invoice but have to re-enter all the quote information (our quotes are broke out in areas with a dollar amount for that area to be invoiced).

    If I use the Invoice from Quote, then the deposit amount doesn't show. I then have to work around the deposit that…

    4 votes

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  19. Bank Reconciliation - Match Does Not Work with Contact Account Numbers

    The ability to search by contact account numbers when matching bank transactions is essential as most deposits on the bank statements are referenced with the client/customer account number only. The bank reconciliation ignores contact account numbers in totality.

    45 votes

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  20. Ability to filter draft invoices by Contact Groups.
    We have a large number of customers who are moving toward shared accounting services (ie: centralised payment of our invoices). It would be great to be able to filter draft invoices by the Contact Group, or at the very least be able to see the contact group with the customer name on the draft invoice screen

    11 votes

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