4790 results found
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Projects - Ability to assign expenses to individual tasks
It would be great to have a way of linking expenses on a project to an individual task so your invoices and quotes are much more streamlined and broken down into the tasks (especially when working on larger projects with many tasks and expenses)
Something along the line of:
when entering an estimated expense/expense into the project as well as having all the current tabs, having a another tab to 'assign to task' . When generating a quote/invoice you will then only have the task name and it will have combined the hours and materials listed.11 votes -
AU Payroll: Support for international SMS in Automatic Superannuation
Until this month, this was not an issue. However this month Xero has taken away the ability to send the superannuation SMS authorisation code to international numbers. What happens when you change a number or move overseas but still work for the company. Why take this away? Without discussion with your customers. If it's not broken, why is Xero trying to fix it?
9 votes -
Contacts | Payments - Direct debit file upload
Want to create a AFI file in Xero to collect payments directly from my client's via direct debit.
9 votesHi 👋 you can set up direct debit payment services with GoCardless which enables more seamless payment collection from your customers.
Being rather security conscious we don't have any plans for enabling export of this sort of information from Xero any time in the near future and you may want to explore other options like the GoCardless integration for now.
We'll keep an eye on the interest for this here.
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Contacts - Add a Job Title field
To be add the job title of a primary person and additional person in a contact details.
Xero is not a CRM but to manage the invoicing and bills relationship with contact, it could be great to know the position of the person on the other side.
It could be a great add-on as to know to whom we are addressing our email in the contact company.71 votesHi community, we understand how being able to add a persons job title in contacts would help distinguish and identify within a contact.
Being open, this isn't something we have plans of for the time being. Right now, though not the ideal solution you could possibly use the notes feature in contacts to add detail of the differentials. We know this won't solve the needs for everyone in the idea but may help for some scenarios.
If there is any plans made around this we will update you of this, here.
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Reports - Ability to add page breaks in Text Blocks
When importing a text block report from Figured into Xero annual accounts template, we have no control over the page breaks. This often results in undesirable page breaks. An ability to add page breaks into a text block would fix this.
8 votes -
Pricing Plans - Add Xero Expenses to the Basic/Starter plan
to be able to add expenses app without having to upgrade the subscription to standard- most traders dont use Xero and we keep as managed client- but they just want the expenses app to keep receipts out their vans - ability to have expenses without the rest of the cost of upgrading to standard - lets keep costs down for folk.
11 votes -
Xero Me | Edit 'What's it for?' dropdown
Pleeeeeeeeeeeeeeeeeeeease can we edit this list.?!
Would save me typing everything on the tiny phone keyboard for every receipt. And correcting the errors that come with it.
Surely this would be an easy win as the words don't have to be associated with any particular account, etc? (Although that would be an amazing addition, eg I select "Fuel" from the drop down list and it automatically fills in the account I've specified for it, eg "076 - Van Fuel"
1 vote -
Reports | Statement of Cashflows - add budget column
Can we please add a budget column to the statement of cash flows report. I find this report (once customised to reveal all account codes) very useful for showcasing cash received vs spend on taxes, assets, liabilities and business expenses. To be able to set a budget in the budget manager for cash flow will save hours preparing manual cash flow forecasts outside of xero.
25 votes -
Cash coding - Overpayments
As an accounts practice, we are looking to reconcile bank in timely manner, and not particularly concerned about supplier payment allocations against particular invoices. Therefore we would like to see cash coding option for Advisor to allocate purchase invoice payments against supplier account as overpayment, as we would be reconciling supplier balances after bank is all allocated. We would then reconcile overpayments in each individual supplier account.
6 votes -
NZ Payroll - Ability to Delete bank account from employee payment information
Some employees have payment information (bank account), and others do not at a client account. The client does not use the bank account information for the payment to employees, then, this information is not compulsory for the client at the moment.
I found a wrong information of the payment bank account information of an employee and tried to delete it, however, Xero says:
The account name is required, and
The account number is required, then,
It is not possible to save 'nil' information.The Company does not use 'payment information' in the actual payment process and there is no practical…
3 votesWe appreciate the interest and rationale in wanting to be able to delete an employee's bank information.
While this may be a function we look to explore in the long-term we want to be upfront that this is not something we've currently got planned.
In the meantime, you can replace the employee bank account details with fake/dummy information instead.
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Billing - Pay for Xero subscription with prepaid debit cards
There is not possibility to use prepaid cards (e.g. SOLDO) when paying for subscriptions in GLOBAL regions. It was possible in the past. Please allow this feature again, as we see no reason for omitting this payment option.
1 vote -
UK Payroll: Combined report for CIS deducted and suffered
Can we have both CIS deducted by clients and CIS that we deduct from sub-contractors on the P32 report. I use the P32 to tell me what I need to pay across to HMRC but then have to do a separate calculation for CIS that I've deducted from subbies. The way Xero handles CIS deductions from sales invoices is difficult enough already!
8 votes -
History and Notes: Prompt user when there are unsaved changes to notes
Prompt if Changes have not been SAVED
What I would like is, after entering data in the Notes (or Items on Invoice, Purchase Orders etc..) If there are changes to the Invoice/Notes (or any update screen) on the screen BUT if the user does not click SAVE then the changes are lost.
If the invoice/purchase order/notes etc... have had changes and SAVE is not clicked, it would be helpful to have some sort of reminder available that auto prompts you
'Changes have been made do you want to save these?'
or something similar so any work entered, but not SAVED…
3 votes -
Payroll: Edit text on payslips
It would be great to be able to edit text on a payslip. For example, one of my clients would like to hide the percentage of leave loading on their employees' payslip. Currently the payslip would read "Annual Leave - Leave Loading (17.5%, exempt from SGC)" for each time leave is taken, and they would like to hide the "(17.5%, exempt from SGC)" part.
8 votes -
Timesheets: Daily approvals
Weekly Payroll calendars and get paid monthly.
It would be advantageous if timesheets can be submitted daily and approved daily.
Reason: approved cannot remember hours staff worked last 30 days. approver has to make a note of hours and then refer to notes when approving timesheets submitted.38 votes -
Xero Expenses | Labels - Enable filters and reports
Would love for Xero Expense Admin to be able to see Expense Reports listing the Labels, and being filtered/grouped by Labels.
For background, Xero Expense allows employees to put a Label. The Labels can even be pre-set in the organization's settings. But the Xero Expense Admin's don't have a way to report on on expense claims by Labels.
Reporting based on Labels would allow users to tag Xero Expenses for projects for instance.
44 votesThanks everyone - It's good to know how we can enhance Xero expenses for our customers. While we'll consider how we can develop labels in the long term, we don't have any plans for adding filters within expenses or reports for Expenses labels right now.
If there's any updates to share around this I'll definitely share with you all through the idea.
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Projects - Manually enter an invoiced amount into a Project
Incorporate the ability to manually enter an invoiced amount to a Project - Sometimes we have a number of projects for one client but they just want one total invoice rather it being broken down into projects but we want to allocate the relevant amounts to each project - currently we can only do it by amending the invoice after its been sent and breaking it down into separate jobs - this is time consuming and risks the invoice on our records not matching theirs if there were ever a query on it.
2 votes -
Manual Journal - Ability to add a line anywhere
Currently there is no functionality to add a line anywhere in the Journal. The current system of dragging a line from the bottom is absolutely inconvenient especially where the Journal is very long and we want to add a few lines in the beginning of the Journal.
There should be one button 'insert a line function' (next to current curser location - meaning anywhere in the journal - Like F7 in SAGE).
Also, to move to below line, we have to use mouse. Can it not be possible to use arrow keys to move up and down?
Thank you7 votes -
GoCardless - Select multiple invoices and split payments
With the current GoCardless for Xero system, there are three options for scheduling payments:
You can select an individual invoice and take payment for the full amount in one go.
You can select an individual invoice and split the total amount over a number of payments.
You can select multiple invoices (for the same customer) and take payment for the full sum amount in one go.
What we need added is a 4th option, where you can select multiple invoices (for the same customer), that the sum total owed and split that total over a number of future payments.
For…
7 votes -
Invoicing - Bulk update invoice numbers
Hi There,
The ability to change invoice number sequencing in bulk for invoices that have already been approved
3 votes
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