4792 results found
-
Expense claims - Add reference to bill
Add in the facility to include "description" when using the expenses app.
Its included in all other transactions, but when expenses imported via the app it loses this feature. Wouldn't be difficult to drag this line in surely?
Purpose - would increase visibility/transparency when reviewing credit cards8 votes -
CIS - Verify Subcontractor without specifying CIS rate
Using the new Contracts form, when verifying a subcontractor, you are now asked to enter the CIS Tax Rate (Gross, 20% or 30%) before you verify the subcontractor.
You cannot save and verify with HMRC unless this field is completed. Without verification, you cannot be certain as to the tax rate.The error could occur where you choose a rate for the purpose of being able to 'save and verify'. If the verification failed and you required to speak to the contact, or in most cases wait for HMRC to add a subcontractor to the CIS scheme which is currently…
6 votes -
Reconciliation - Automatically recognise & match payroll transactions
When reconciling bank transactions,
It would be great if payroll transactions offered an automatic reconciliation in the same way that a batch payment of bills gives an auto option.9 votesHey community, thanks for your continued interest and feedback on this idea.
Right now, you can set up bank rules to code future payroll payments, or turn on Suggest previous entries so that Xero suggests a transaction each time.
If there's any future changes we will let you know on the thread here. Thanks
-
NZ Payroll - Ability to log start/end times in timesheets
The upgrade allowing start and end times and breaks to be entered into timesheets looks fantastic. Please can you let NZ users have access to it too.
74 votes -
Contacts - Pull client's contact detail from WhatsApp
From within your contact details or Quote or Invoice - why not have the functionality to communicate to a client via WhatsApp or send the Quote or Invoice via WhatsApp. If you are in the construction industry, acknowledging that not everyone is in construction, the craftsmen you work with only gets to Mail and acceptance of quotes in the evenings. WhatsApp's they respond to easily and quickly ....
5 votes -
Invoice - Contact bank account details field on invoice
The contacts screen has the financial details Bank account i.e Bank account name, BSB code e.g. 123-456, Bank account number e.g. 1234567890.
However these are not fields on the invoice.
Xero help out and create these fields on the invoice.
4 votes -
Uncoded Statement lines - option to show reconciled transactions
Our clients would like the option to show reconciled and uncoded options on the same uncoded items report. Moving from MYOB/Banklink they are used to reviewing all transactions and having the ability to add notes for us to then code and add in the accounting software. We have many clients who fill in this form for us to then enter into the software and at present then only way to show this is running a bank reconciliation report.
6 votesAppreciate familiarity to the way your clients may have worked with another system.
As noted in the initial idea while there's specifically a report for uncoded statement lines, the Bank Reconciliation report will provide a list of all statement lines (coded and uncoded) - Is there something missing within this report that you're looking for in this?
@Wayne, livestock trading is quite different to what's being asked for in this thread - you can join the idea for this across here.
-
Xero Projects - Standard mark-up on materials
In Xero projects we would like to add standard mark-up to materials. We are currently adding markup to each individual expense item added which is time consuming.
20 votes -
Invoice Payment: Go Cardless - Pass Go Cardless Fees to client
Pass ACH fees for Go Cardless to Clients
7 votes -
VAT Return — View invoice numbers
Could the VAT transactions report in the VAT return include the invoice number as well as or instead of the reference?
This would make the review to see if there are any missing invoice numbers much simpler. Our invoices are created in another software package by a number of people who sometimes include text as well as the invoice number and it makes sorting by numerical order time consuming. Having the invoice number as a field would make it very easy to sort in numerical order and identify missing numbers.
8 votes -
Quotes - Add payment link
Add a payment link to quotations so clients can pay on a quotation as well as an invoice.
Purpose: This would allow clients to pay on the quotation sent.
26 votes -
Bills - Record GST and employer deductions as bills and pay as batches
Where the business uses Xero for GST and payroll, it would be great to be able to create a bill off a finalised GST return or finalised payrun. To have the bill included in the payables automatically would ensure the bill is captured.
It would also be great to be able to pay GST and employer deductions with a batch file from Xero, just as we can with other bills. This would remove the need for manual loading of the payments in the bank and ensure the matching of the payment in Xero was a full circle to the finalised…4 votes -
Contacts - Search additional people on a contact record
It would be great if you could view the contact name and primary person when searching contacts, not just the contact name.
19 votes -
Cash Coding - Access notes on the coding screen
Cash Coding Discussion/Notes: When I'm cash coding transactions, it would be really helpful to access the discussions/notes on the cash coding screen. When I have a question about a transaction, I have to go find it in the account to write a note for review. It'd be great to do that straight from the cash coding screen.
5 votes -
NZ Tax - Ability to have bounce back email when email address is invalid
When sending tax payment letters out via email it would be great to get an email if the address used is invalid. Like a bounce-back when you send an email from your usual email program. At the moment you have no idea if the client received the tax payment letter at all.
8 votes -
Account Transactions report | Batch deposits - Use Payment Reference
In the account transactions report, the reference for batch deposits (of invoices) should be the payment reference.
Currently, the individual invoice numbers are presented for batch deposits when you run account transactions.
44 votes -
Xero Accounting app - Reconcile Stripe payments
Ability to automatically reconcile Stripe payments on mobile app. Currently Xero automatically groups transactions for Stripe payments to be automatically reconciled on desktop, but the Android app does not select Stripe transactions for automatic reconciling.
5 votes -
Ability to Import Timesheet templates from excel
Could we have the ability to update timesheets each payrun from and excel spreadsheet.
This is so that admin staff can data enter timesheet information without necessarily having access to the payroll system. This is also in the case of Company's who do not want the Xero Me function.64 votesAppreciate raising the idea here, Mona
With improvements to XeroMe our intention is to make it simpler for employees to self enter this sort of information.
Is there a particular reason why you'd prefer not to use this function? Would be good to be able to share this back with our team or perhaps there's another idea I could be connecting you in with here
-
Inventory - Receipt goods in Xero
receipt goods in Xero
6 votesThanks for posting, Peoples Coffee.
While we'll track the interest of this here, I to be open that we don't have plans to expand Purchase Orders for this capability in the near term.
You may find this discussion where a community member has explained a little more.
-
Invoice - Project address appears on invoice
Project Address to appear on sales invoice - feel like this is critical for business's in the construction industry
14 votes
- Don't see your idea?