4795 results found
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UK Payroll - SMP advance
UK Payroll - allow employers who have received SMP advance funding to enter the amount received so that the SMP paid is not recovered, and the correct amount owing to HMRC shows on the Taxes and Filings page.
3 votes -
New invoicing - Display price, quantity and VAT when viewing invoice on web via mobile
Customer/recipient view of invoices on mobile should display price/quantity/VAT.
Majority of our customers review their invoices on mobile browser. We use zero-quantity line items to include extra information/detail in our invoices, but the new format cuts out price/quantity/VAT when viewing an invoice on mobile, so these lines appear blank/empty.
Other invoices, where customers want to review the price and quantity on their invoice, not just the line total, are similarly inaccessible.
Understand that these areas have been removed to keep the mobile invoice condensed, but it now means key information is missing from the invoice, and is resulting in more…
2 votes -
Projects - Better integration with Xero's invoicing
I think the idea of Xero Projects is great. However, it requires a lot of hand-holding and reentering information to go through a project life cycle.
Here are my top 10 improvements I think would make a FAR smoother experience.
Pull through items quoted into the project as tasks once 'started'. This should be a bare minimum. At the moment tasks have to be manually added to any project.
Push the project title into the reference tag so it displays in the Xero invoice list (otherwise there is no high-level description of what the job is for an invoice). Or…
3 votes -
customisable bank receipts
As a charity funded entirely by donation we receive the majority of funds via online bank receipts. Because the bank receipt is standard, I currently manually create a receipt for our donors in word which I can attach to the bank receipt transaction and email to the donor. This is very time-consuming and I think it would be a very easy fix to allow customisation as with invoices
2 votes -
Invoicing - Stop capitalizing the address line for City
On the PDF invoices, Xero automatically CAPITALIZES the entire town/city name, even in my custom invoicing template. It looks unprofessional and I want it to go away. I've avoided this by typing all new addresses on the first line, but I have imported hundreds of contacts into Xero and I don't want to go in and change every single one of them.
5 votes -
Batch Payment | Remittance - Selective download/send by supplier
I would really love to have a button where I can download a remittance advice for one certain supplier only in a batch payment transaction.
4 votes -
BAS - Draft GST bill to contain billing information
When filling the GST to ATO through Xero and selecting to Lodge and save bill as draft, I can't find any billing information in the draft bill (nor approved bill) .I don't know where to pay this bill, I need the billing details which have not transferred with the bill.
I have to do this manually, save the pdf to desktop then attach to draft bill (do it the old way like 20 years ago)???
This should not be a new idea. It should be a minimum to have a draft bill with the related bill attachment.
Can you do…2 votes -
New Invoicing | Send - Only show emails related to contact
I have noticed that when you are preparing to send an invoice via email in Xero that you can now add new addresses in the TO, CC and BCC lines. This is great.
However, I have noticed that ALL contacts are available to add here. It would be safer to only allow the contact email addresses associated with the contact name on the invoice. It is too easy to add the wrong address and potentially send invoice information to the wrong client.
If other people needed to do this, perhaps a tick box could be applied to allow ALL CONTACTS…
2 votes -
Please bring back the ability to send a remittance to those companies that were paid.
Please bring back the ability to send a Remittance Advice to those companies that were paid.
2 votesHi Barbara, trying to better understand your idea as it's currently possible to send a remittance for bills paid. We have some help on how to do this in Xero Central.
Can you give a bit more detail of what you're in need of here?
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New invoicing - Show warning if repeat template has been deleted
The Classic version of Invoicing used to inform you on the view of an invoice that was created from a Repeating Invoice when the Repeating Template had been deleted.
The new version does not give you this information resulting in confusion and wasted time.
Please see screen shots below.
This is causing us a major headache as we have lots of Repeating Invoices that have to be cancelled and if a user isn't sure new invoicing doesn't help but allows you to go through the process of trying to delete the template again which results in an error.
Please fix…1 voteHi Chris, we appreciate you raising this message with us. It's something our team have added to their backlog but want to be open that we don't have active plans for changing for the time being. We'll continue to monitor the feedback here and I'll share if there is any progress.
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Customer map, showing location pins for all customer addresses
Being able to see a map with the location pins for each customer and sort them by the various Xero groups, would be invaluable. This would enable us to easily visualise our national/global coverage to help better understand regional product usage. As a business that provides products to public locations, it would also be an efficient way to reference existing installations near to new enquiries for them to reference.
1 vote -
AU Payroll - Employee TRP Report
Can you please construct a ‘one-click report’ which shows annual employee costs with:
• base salary
• allowances (award)
• allowances (non-award)
• total pay
• annual leave loading
• super
• TRP
• Fortnightly Hours
• Hourly Rate1 vote -
Find and Recode - Grand total for line total column
When using find and recode it would be helpful to show the grand total of the line total column at the bottom. This way you know if the isolated transactions in your Excel worksheet matches with all the conditional filtered transactions in find and recode.
4 votes -
Sales - Separate delivery note feature
Need to be able to customise Packing Slip into a delivery note or have a completely separate delivery note. Delivery note requires its own number and suffix and email template. Our invoices won't be accepted unless a delivery note is sent. At the moment this is done manually. Delivery note is very similar to your packing slip but it must say delivery note and would be easier if it could just be sent directly out of your system.
2 votes -
Data available to access for cancelled subscriptions
Can the data be access in a read-only mode for cancelled subscriptions?
Often historic data has to be referred to but once a subscription is cancelled, you are no longer able to view any of the data.
To differentiate between active and cancelled subscriptions the company can be marked in red.2 votes -
Reflect Income Tax Expense under the Net Profit/Loss line as a separate Account Type (COA)
Reflect Income Tax Expense under the Net Profit/Loss line as a separate Account Type (COA). The tax expense is included with the Operating Expenses which is technically incorrect.
A percentage tax rate under the line would also be really useful to users.
26 votes -
Assign expenses and receipt to Customer Invoice
When I reconcile an expense and attach a receipt, if I then assign that expense to a customer, I have to upload that receipt again to attach to invoice, can this not be changed? If an expense has a receipt attached, when this is assigned to a customer can it not just bring receipt along with it?
1 vote -
New invoicing - Show full Tracking category
Despite some condensing of information and improvements to the appearance of new invoicing, it continues to display information with less clarity and efficiency than before. This is only one example but on classic invoicing, entering a tracking category that was too large for the field would cause the vertical height of that row to increase. Now new invoicing simply cuts off the field after a certain character limit.
This system is not ready for default deployment and you have no idea how bad the support storm is going to be on the 2nd of September. Please push back the default…
4 votesAppreciate the screenshots and detail in your idea. While we've released an updated line item grid when viewing a saved/approved invoice in new invoicing, this is still being worked on for the edit page. We know being able to see the full Tracking option and Account name is important to our customers and this is something that we're working on and will be coming soon. I'll keep you in the loop of when this goes live.
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Payroll - List more than 50 employees for timesheet approval
Our business is growing, and now we employ over 60 employees. Is it possible to have more than 50 employees listed on one page for payroll processing?
It looks like '50' is the maximum of line items in the drop-down menue, and I have to go the the second page in order to approve all employees for the payroll.3 votes -
Manual Journals - additional permission setting
Only users with Advisor level access should be able to post manual journals; or have another permission setting so that we can turn the ability to post journals on or off depending on the user's skill level (some clients we work with would understand the concepts, but the majority do not even though they think they do).
2 votes
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