4799 results found
-
Invoices - Set 'copy to' same as 'reply to' email address
I have multiple clients for whom I perform varying tasks. I log in and work on their accounts with my practice email.
When sending invoices on clients' behalf, or paying bills to clients' suppliers, the copy invoice or remittance advice goes to my practice email as I am the logged in user. The person/company who needs this copy is my client (whose email is the 'reply to').
At present I have to then log into my emails and forward the copies to my clients manually, (as filters get confused) and ensuring it is the correct client if I have been…
5 votes -
Projects - Add people/staff without giving access
Adding staff working on a project without giving them access to Xero.
There is absolutely not need for staff to have access to Xero for me to log that they have worked on a project for 8 hours at £xx rate per hour.
I don't want to add this information to the ledger as the staff are payrolled so I cannot enter this as an expense but I would like to diarise time against the project so profitability can be calculated.
31 votes -
Top Customers Report - Ability to show chart in Net figures
To be able to run Top Customers report showing the net figures and not just gross.
12 votesAaah thanks for the clarification, Vicky and Alex. You could use the Management report to add the Top Customers report. Appreciate that the chart itself displays for Gross figures right now. We'll continue gathering interest for this here.
In regards to the sort order of the report - By default contacts will be sorted by the Gross column, however you can add a Net column and re-sort by clicking on any column header. 🙂
-
Invoice / Bill - Copy to a Credit Note
Hi,
You can only create credit notes to Invoices or Bills if these aren't marked as paid on Xero, or by creating them as new items from contacts or using upload via Hubdoc.
I think it would be beneficial to allow the creation of credit notes from bills or invoices that are already paid. Very often, there is a requirement for a credit note to be created when the bill/invoice is already paid. Adding the feature to allow creating credit notes based on the information already recorded on paid bills/invoices would save a lot of time in dealing with creating…
110 votesHi Wojciech, if an invoice or bill has already been paid there is no amount left outstanding for the invoice. It sounds like you'd like the ability to easily copy the detail of an invoice to a credit note? I've slightly updated the title of your idea here, for this.
If this doesn't quite reflect it'd be great to get more detail of scenarios you'd in which your business receives a credit note for a completely paid invoice or bill.
-
AU Payroll - Allow non employees to submit timesheets through web and Xero Me
Create timesheet availability to Contractors set up in Xero payroll as Non employee.
Currently this is only available to employees.Require the ability to process timesheets to pay Subcontractors for hours worked on site so Super is taken into account but PAYG is not applicable.
Currently not available to STP2 category Contractor 'Non Employees'22 votes -
AU Payroll - Filter superannuation payments screen
Multi select or more filter options when processing superannuation payments. This would expediate processing super payments for large employers. For example, you should be able to filter the super payment to show only last month super and select all and submit for payment. At the moment, if we want to process the previous month's super, we have to manually unselect each employee super that relates to the next month or quarter that we aren't required to pay yet.
11 votes -
Xero Product Ideas - Showing a greater Interest in these ideas
I feel that there is a poor level of dialogue from Xero on these ideas. For the top voted topics - I'd like communication as to what they're doing to implement a solution (and if not then why not).
For the ideas that are years old but still receive steady votes - what's happening?
If Xero have no plans to take on certain ideas then make it known.59 votesHi everyone, I appreciate feelings shared in not seeing traction as fast as you'd like to ideas you're interested across Xero Product Ideas.
Our community team are pure advocates for our customers ideas internally, making sure these are shared and highlighted to the teams and individuals that can make a difference, and doing our best to get ideas reviewed and into our teams planning wherever possible.
We receive ideas for incremental, and large changes to existing products, as well as for new features entirely. With so many customers the range of ideas coming from our users is large, and we cannot action all things at once.
We try to be transparent in our communication and updates to ideas across the site, even if this means there is no current development planned for a feature.
I can assure you the site here is a tool that all our product teams find…
-
Xero Projects - Ability to group Projects
It would be incredibly helpful to be able to group project into folder to help categories them internally within the team.
4 votes -
Inventory: Lock items from being affected by customer discount
Some of our customers have set discounts, however, some of our inventory items have very little to no margin and we would like to be able to block that inventory item from being discounted. Also, freight gets discounted on customers that have discounts saved to their account?
8 votes -
Xero Accounting app - Ability to send purchase orders
Send purchase order from mobile app
Frustrated as the platform needs tons of updates it’s terrible
Can’t mark off paid jobs
Can’t search for job name
No job name on invoicing why simple things that should be available65 votes -
Xero and Shopify inventory integration -Direct link for live stock levels
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.
23 votes -
Batch Payment - SSV file type option
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 -
Account Transactions - Payments to Include Invoice Number
When running Payment Reports such as Bank Account Transactions or Accounts Receivable reports when you select the Column option of 'Invoice Number' the report includes Invoice Number in the report headings but does not actual provide the Invoice Number for each transaction. We would expect the reports to be able to show the Invoice Number field.
3 votesHi all, this depends on the type of transaction that you're viewing in the Account Transactions report.
Payment transactions don't have an 'Invoice Number' field in themselves, instead they are associated to an invoice. If you have not entered a separate reference the invoice number it's associated too will show in the Reference column of the report.
-
AU Payroll - Amend leave requests
Allow employees to edit/cancel approved leave if it's not yet been taken. Any changes should be resubmitted to the approver.
10 votes -
Xero Accounting app | Invoice - Copy to Purchase order
This is for on the App. (Not website). to create purchase order from an invoice. And send the purchase order by email
3 votesThanks for raising your idea, Zoe. The second request for being able to send a purchase order from the app has been raised across here and you can add your support and follow for updates there 🙂
-
Contacts - Record invoice payments from the contact screen
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
5 votes -
Apportioning single cost bill line to several projects
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…
14 votes -
Project Financials - Include a Supplier option
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.
7 votes -
User Role | Invoice Only Users: Ability to remove and amend invoice amounts
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 accounts7 votes -
Contacts | Overview - View payments against invoices
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
- Don't see your idea?