473 results found
-
SG - Manually edit GST amount
There is a need to manually edit the amount of GST paid instead of using Xero's calculation. For example, for credit card merchant fees, merchants calculate GST based on individual transactions and sum up the total GST payable, add onto the merchant fees for the total amount payable. As Xero calculate GST based on the total amount, there is a difference in the GST payable. Other accounting systems allows you to adjust, and it will automatically adjust the total amount. Without this feature, we have to use either rounding (for below 0.10c) or add a new line item. The problem…
2 votesHi 👋 Xero calculates the GST on each line item in invoices, bills and other transactions. The GST is then rounded to the nearest cent. The total GST is the sum of these amounts.
We don't offer alternative rounding methods but if you have the global or Singapore versions of Xero you can enter a tax adjustment if you want to.
Simply,
- Select the Tax Exclusive option in the Amounts are field.
- Edit the amount shown in the Tax Amount box - if this box isn't showing, click the + symbol next to the Tax Rate heading
We have more information in our article here.
-
New Invoicing - Option to leave Discount field on or off permanently
A function that was used 100% of the time in classic invoicing
2 votesHi Amy, although discount column may not be visible when you first use new invoicing, you can use the Show/hide fields option to choose which fields and columns are displayed - including Discount, and Save your preferences.
Next time you create an invoice for a customer using new invoicing you'll see your field preferences from the last invoice should be in the new one.
-
New Invoicing - Importing csv invoices
New Invoicing - Import invoices from csv file as can be done in Classic Invoicing screen
13 votesHi everyone, this is actually possible with no change between classic and new invoicing.
You can import new invoices through the Sales overview or Invoice page, and is done with the use of a CSV file. We have some steps you can follow across in Xero Central.
-
Reporting - Report that shows bank entries with the same value
It would be great to have a report that would highlight any payments paid from the bank account with the same value.
2 votesHi team, you could use the Account Transactions Report here. When you run this report, select the bank account, then sort the results by the relevant amount column, this will group any items for the same amount together.
-
UK Payroll - V NI Category start date
Tried to amend the national insurance category to a v category for 6 weeks after the employees start date, as that is when they were valid from, to find the calendar will only allow me to amend to a date previous or on their start date with the company. Has anyone else encountered this issue at all?
1 voteHi Laura, it looks like you also raised a support case about this which has since been resolved.
To recap, when you add a V category, you'll have the option to enter a date in which the category starts from. Then you would need to enter the date in which the employee was first employed as a civilian.
For example, V category is valid from 31 Jan, therefore you can only enter the employment civilian date up until 31 Jan. You won't be able to enter an employment date after the NI category date.
-
Quotes - Make preset quotes for common products
Would be useful to be able to make quote templates for our common products to save time quoting, so you can just add in the customer and send.
2 votesHi Tiana, while there isn't a specific feature for this, you could create a draft quote for a 'Dummy' customer. When needed you could then Copy to a new quote which will copy the contents to a new Draft Quote.
-
Direct Bill Payment - Report showing the payment charges
Xero to create a function that allows you to see a total of Direct Bill Payment charges through a specified time period (similar to running a report on a specific account type). It is a direct cost and therefore it should be very simple to obtain the information. At the moment there is no real visualization, you can only obtain the information by multiplying the amount of payments made in a certain period by £0.24. When handling client money, this means a report needs to be created separately outside of Xero to show in a transparent manner what has been…
1 voteHey Theresa, thank you for raising this suggestion. Whilst there isn't a report dedicated to showing the Direct Bill payment fees, you can use the Account Transactions report to see the fees for a specified time period.
The payment fees are recorded as spend money transactions to the 'Payment Fee' account. Running the Account Transactions report on this account will show you the fees paid.
-
New Invoicing - Show invoice number on tab
The new invoicing system no longer shows the invoice number on the tab. It's handy when going between programs to use the said invoice number
35 votesAppreciate you all staying tuned into the idea with us here, everyone. We've made a recent update where you can now see the invoice number in the browser tab when viewing an invoice with new invoicing.
-
New Invoicing - Print PDF option
Provide the ability to directly save invoice as a pdf like it did in classic invoicing, rather than opening it in Chrome and then having to click the download button etc, the old way was more efficient.
144 votesHi everyone, as of today we have released a change to this process. Rather than opening the PDF in a new browser window, now when you click Print PDF in new invoicing the file will automatically download for you to Print from your device. We thank you for your feedback on this.
-
Live Hyperlinks on Quotes, Invoices & POs
We issue quotes / invoices to customers, and POs to our vendors that include links to more detailed instructions / specifications on our Sharepoint server. The links don't appear live on the PDF documents so folks have to copy and paste them to view the additional content. It would be great if URLs could generate live hyperlinks so that additional information can be linked in the body of a quote / invoice / PO
1 voteHi Vanessa,
I just tested adding a URL in the Description field on a standard invoice template and when viewing the invoice as a PDF, the hyperlink to the URL does work if you mouse-over the first line of the URL.
Alternatively, if there are common links you want to direct your customers to, you could add them to other areas of your invoices, quotes or PO by using an advanced template. For example you could create an invoice template for a certain type of scenario with the relevant links you need to share, and add them just below the line items and total amounts on the invoice. Then when you need to send these links you just select that invoice branding theme.
-
Email Templates - Create your own custom placeholders
Create your own placeholders for email templates - For example, I want to create a new placeholder for the previous month.
1 voteGreat help here, Danielle!
@Kirsty, as shared there are date shortcuts that can be used in the placeholders. So, for example if you were wanting the generate the month that's just been you could enter [Month-1] or for next month [Month+1]. 😁
-
Expenses - Scan receipt and suggest matches to expenses
Add an option when uploading receipts to scan in the receipt. This can then take all relevant information from he receipt and give you the option to match this expenses with similar information or to create a new spend money transaction.
Much quicker and simpler than manually adding this information every time you buy from a new supplier, and will be quicker to match to transactions.
1 voteHi team, with expenses in Xero an expense admin can 'enable receipt analysis' so that when an expense is uploaded or scanned Xero will load the data into the claim for you.
-
Accessibility - Allow files in the inbox to be renamed without requiring a mouse
If you aren't using a mouse, files in the inbox can only be acted upon by using the checkbox and then tabbing to the buttons at the top of the inbox. You can open the kebab button to the right, but then you can't action any of the options on the pop up menu using spacebar or enter, which are the usual button-press keys.
It takes infinite button presses to go from the top of the screen to a file halfway down and then all the way up to the top to action it, but eventually you get there. So…
1 voteHey Freya, 👋 thanks for raising this idea. I'm popping in to switch it across to delivered! We have recently made some changes to the Files pages, and this includes support for keyboard only interactions for the kebab menu 🎉
-
New Invoicing - Open attached files in the current window
open attached files (especially PDFs) in the current window (same as old invoicing), not in a new tab which is automatically happening with new invoicing.
is frustrating as you now need to go back and forth between tabs if you want to transpose info from the attachment into the invoice.
Much more user friendly the old way with a resize-able/move-able viewing window within the same tab78 votesHi team, thanks for staying tuned into the idea here for update of files preview. Our team have released a change, and you'll now find when you 'view' a file attached to an invoice this'll now show a side by side view so you can transcribe any detail as needed from the attachment to your invoice. ✨
-
Invoicing - Unit field default to hourly rate
INVOICING - in the field 'Unit Price', it would be great to be able to have this default to the hourly rate we charge (and to override if necessary). We send our invoices to our clients at the end of each month, and therefore there are several entries for the daily activities charged throughout the month, hence having to input the hourly rate several times for each invoice.
1 voteHi Bronwyn
It sounds as though you can use inventory to speed things up here! Xero’s feature lets you save details of things you buy and sell regularly as inventory items. See more about our options for managing inventory here.
-
User roles - Add invoices, but not view the main dashboard
Staff to be able to create invoices and not see dashboard!
1 voteHi Andrea, it sounds like you'd be able to use the Invoice only user role. With this role, the information shown on the dashboard is limited by the level of additional permissions you provide them with.
-
Global Search - Search by invoice number
I would like to be able to display all invoices the invoice #number for easier and faster searches
1 vote -
How to record church donations
How am I to document donations?
1 vote -
History & Notes - Filter to see only bank account changes to contacts
History & Notes Report - have a filter for changes made to bank accounts within the contacts menu
1 voteHi there! You can already achieve this by filtering the History and Notes report by Contact, and also using the search to refine the results by bank account edits. I've attached a video demonstrating how - hope this helps 😊
-
Reporting - Aged Payables with foreign currencies
Thank you for listening regarding the changes that you implemented in July 2023. Bringing back a simple icon that signifies a foreign currency is a big help in Aged payables and Receivables
1 vote
- Don't see your idea?