4711 results found
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Bills - Send to WFM to add to assign to job
As we have to load bills into Xero to reconcile, (and I use hubDoc to do this now) it would be great if we had the option to send certain bills to Workflow Max to assign them to a job and include them on a client invoice. This would top off this suite of programs for me!
3 votesXero is retiring its WorkflowMax product on 26 June 2024 and has entered into an agreement with tech-led business advisory firm, BlueRock, who are acquiring the brand. As part of this, they have commenced plans to offer a new product. BlueRock’s intent is that their new WorkflowMax product, WorkflowMax by BlueRock will be available to customers in early 2024. You can read more on the blog and on the WorkflowMax website.
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UK Payroll - Automatically update Employee salary
If a pay increase is implemented across the board then currently, the only way to amend employees salary amount is to enter each record manually. If you have a large number of employees this is extremely time consuming.
If a salary scale was used and assigned to employee records, it could be uplifted by a percentage and all records would automatically update.
8 votes -
Invoice - Include payment dates in Invoices and Bills exports
From "business" then "bills to pay" or "invoices" and click on "export" from a search result, the payment dates are missing in both the Invoices and Bills export files. Only the invoice dates and due dates are exported. Please add payment dates to the reports. Thanks.
17 votes -
Invoice/Bils: Importing - Use Contact Account Number instead of ContactName
When importing invoices and bills, to have the option to import using the Account Number where specified, instead of the Contact Name to avoid the issue of creating duplicate contact records where the name does not match exactly in Xero.
23 votes -
Invoice Template - Add total of 'Excluding Discounts' field
Hi Xero Support,
Could we please implement another field to use in Invoice and Quote templates which shows the total before discounts?
I want to show my customer what they would have had to pay before the discounts were taken off the price.
This makes a HUGE difference when trying to show customer their savings with applied discounts.
We need to be able to present Total Before Discount - Total Discount - Price After Discount.
23 votes -
Invoice - Assign a specific approver for each invoice
We have multiple people responsible for approving invoices depending on the project's PM - would it be possible to assign specific approvers for each invoice?
17 votes -
Billable expense - Record time to customer without task or project link
Record time to a customer with a billable or non-billable item only WITHOUT a task or project link.
3 votes -
Bills - View bills awaiting payment without a planned payment date
Ability to easily see which bills have not been scheduled for payment.
There are tabs for each date that payments have been scheduled. An "unscheduled" tab would be useful, showing bills awaiting payment without a planned payment date.
Will save users time having to sort the bills by planned date to see which ones need scheduling.
48 votesHi Tina, just thinking in lieu of this feature atm - To help get a view of bills that don't have an assigned planned date you can click the Planned date header to sort all bills by planned date and this will also group all bills with no planned date. 🙂
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Reporting - Show Billable Expenses in Account transactions report
When running an account transactions report, the ability to add a column to show line items that are marked as billable expenses or, a filter option to filter for billable expenses.
42 votes -
Billable Expense - Copy billable expense details when copying a bill
Xero to copy billable expense lines when copying a bill or entering a new bill using 'add last items'. At the moment, the nominal lines and split detail are copied but if each line has previously been allocated to a customer as a billable expenses, this is not copied and needs re-entering line by line.
12 votes -
Permissions | Contacts - Private or limited access to certain contacts
It would be great if it is possible to make a contact private in order to limited the users who has access to a contact, especially when the contact contains private information that should not be accessible by all users.
93 votes -
AU Payroll - Annual salary display to including additional earnings rates
Including additional earnings rates in the annual salary display. At the moment it only includes ordinary hours and has confused some of our emplyees.
16 votes -
AU Payroll - Ability to organise order of the earnings rate
In the employee card under pay template be able to organise the earnings rates in the order we prefer. For example have employees working overtime, saturday sunday and monday to friday. Being able to put the earnings in alpahbetical; order not how it is saved by Xero.
14 votes -
NZ Payroll - Ability to bulk approve timesheets.
NZ Payroll - bulk approve timesheets
26 votes -
Bills - Flagging or colour coding Bills in Drafts
Create a way of flagging or colour coding draft bills to pay. When you have some that are on hold for one reason or another and some that aren't due until a lot later in the year, rather than looking at them in drafts repeatedly if they were flagged or colour coded we could easily see to ignore them. Much like when bills are overdue in the 'Awaiting Payment' tab and coloured red. Would just be a nice option to be able to change manually in Drafts.
6 votes -
Xero Accounting app - Notification when quote accepted
when a customer accepts a quotation it would be nice to get a notification in the app so that i know earlier that the quote has been accepted rather than finding the email in my junk mail sometimes up to a week later.....
9 votes -
Projects - Sort Tasks and Expenses
Please allow for a sort filter on tasks and expenses within a project to be able to sort alphabetically A-Z.
23 votesHi team, while we began work on developing the ability search and sort by tasks in Projects the teams focus had to shift to other priority work and we want to be open that this has been put down for now.
When there is the ability to pick this back up we'll return to share with you here.
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Shopify Integration - BNLP providers (such as AfterPay)
Better integration with Shopify including BNPL providers like AfterPay including syncing across their fees.
7 votes -
AU Payroll - Recording TOIL hours worked as part of timesheet entry in My Payroll
It would be beneficial for an employee to record all hours worked in the timesheet including hours to be allocated as TOIL Accrual
i.e. employee works 35 hours, 30 hours ordinary and 5 hours to TOIL accrual?
Then when the employees wishes to take the TOIL, they submit a Leave Request as per existing functionality.Currently the employee needs to separately notify payroll regarding hours worked to be allocated to TOIL Accrual. And this doesn't go through the Supervisor Timesheet Approval process.
28 votes -
Xero Me - Historical leave requests
Managers who have the ability to approve leave in Xero Me should be able to view historical leave requests they've approved so they can anticipate when staff are away. Currently, they cannot do this unless they have Payroll Admin access and a Xero account on a web browser. Not all managers are finance people and need to have this access.
14 votes
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