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4316 results found

  1. Being able to view previous versions of a quotation to see any changes that have been made.

    20 votes

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  2. Ability to dive into the total amounts on the GST Reconciliation Report.

    11 votes

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  3. For employees who use Xero My Payroll, if you are a Payroll Admin user, you can grant employees authority to approve leave. The option for Timesheet approval should also be there, it is available in other countries but not NZ.

    46 votes

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    18 comments  ·  Payroll  ·  Admin →
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  4. We would like to generate invoice data from our proprietry software which will be posted as authorised invoices and those invoices be automatically emailed to our customers.

    18 votes

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  5. Add user name in discuss tab on reconciliation transaction.

    Currently when discussing a transaction with another user then may have to add initials before comment to identify who said what, would be great if this was added automatically so you can easily see the thread of discussion

    14 votes

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  6. For the account transactions report please can you add more column options to include the contact/supplier name and entered date. This is helpful in analysing the transaction data further.

    43 votes

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  7. As the Standard user role is required to send a customer receipts for invoice payments or receive money transactions (https://central.xero.com/s/article/Send-a-receipt-to-a-customer), clerical staff assigned this role can view all bank account balances. As most business owners would prefer that bank balances remain confidential, adding the ability to generate customer receipts to the Invoices Only role would alleviate this concern.

    30 votes

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  8. My suggestion is different colors for New Spend Money and New Receive Money Tab so they are easy to differentiate. Even if the New Receive Money Tab could be a darker tone of the same color, it would really helpful and would still look good.

    10 votes

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  9. We need to include delivery notes with orders. The current packing slip does not cover this requirement. I'd like to be able to select multiple invoices, and bulk print delivery notes for them all. The delivery note needs to be somewhat customisable.

    The notion of having to edit an invoice and change the theme in order to generate a delivery note is completely impractical!

    74 votes

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  10. Option to automatically apply or allocate existing credits to future repeating invoices. When the client receives the invoice, it will be marked as a PAID invoice because the credit has been already applied in Xero. But only if they choose to apply the existing credits instead of a refund.

    Purpose: Saves time in manually creating an invoice to apply for the credits

    52 votes

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  11. Having the option to show client or supplier on invoices.

    Purpose: Eliminates the need to go to contacts tab each time to look up the phone number to contact the person while going over the invoices. Also for the delivery person to be able to reach the receiver at point of destination or to make an arrangement for receiving as well.

    5 votes

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  12. Ability to add a delivery date to the purchase order for each line item.

    28 votes

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    Hey community, thanks for your continued interest and feedback. Just wanted to pop in here to share that in current state you could include the Delivery Date in the Description field for each line on the purchase order, and this will appear on the order your supplier receives.

    However, if anything changes in this space, we’ll update you on this idea!

  13. When you print a batch payment to PDF it currently prints the invoices in a random order (not by supplier name, not by date, not by amount, not by invoice number, not by Details -- completely random by the looks of it).

    It would be great if the invoices on this PDF could be sorted in the following order to make the PDF easier to read:
    Supplier Name
    Invoice Date
    Due Date
    Invoice Number

    If you are trying to use this report to check all invoices from a statement have been included, its currently very difficult/waste of time.

    24 votes

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  14. 916 votes

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     ·  230 comments  ·  Payroll  ·  Admin →
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  15. This is needed to accommodate a 2 week on 1 week off cycle.

    4 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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  16. Almost every quote/invoice I make ends up having the last little bit of the quote/invoice on the second page, with a huge amount of wasted space on the first page, which looks unprofessional. Having the option within standard invoices to remove the spacing would be amazing. I know you can get around this by using the 'Advanced invoice' option, but that requires a lot more manual work, so it's inconvenient.

    This has been an issue for years. For example, when you add a 'title' or 'summary' to the quote, it instantly adds about 2 inches of empty space on the…

    5 votes

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  17. We desperately need an audit trail report available for advisors.

    I think it would be sufficient to have the below added to the account transactions report style (but named as Audit Trail):
    1 - the ability to include an 'edited date' column
    2 - the ability to include a 'notes' column
    3 - a tick box to show/hide audit trail history (so voids would show as separate creation and void lines netting off, not just removal of the original transaction)
    4 - a unique un-editable transaction identifier for all transactions, not just bills/invoices

    It must be exportable to excel with…

    387 votes

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  18. Create batch files for spend money transactions so if a payment needs to be made to say the ATO can create a batch file and upload to bank without needing an invoice.

    22 votes

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  19. 12 votes

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    2 comments  ·  Payroll  ·  Admin →
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  20. The ability setup repeating spend and receive money transactions would be helpful.

    Thank you

    152 votes

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    Hi team, we appreciate your engagement in the idea here however we want to be open that we don't have any plans for developing repeat spend or receive money transactions atm.

    If you have the suggest previous entries option turned on in your bank account, you may find that overtime Xero suggests create transactions based on your previous reconciliations.

    Alternatively, you could look to create bank rules for these scenarios where Xero will pick up commonalities in your rules to your statement lines and help with reconciliations.

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