4792 results found
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bas
BAS due dates should appear on the Dashboard.
1 vote -
Sales Tax Exempt Customer Certificates Management.
Sales Tax exempt form management in the U.S.A. Currently every year we have to manually ask and upload customers sales tax exempt certificates and update their tax status so we charge or don't charge sales tax. Would be nice to have a some sort of system where the customer is notified once a year and self uploads their tax exempt certificate which is linked to thier contact information. This would save alot of hours.
2 votes -
Contacts - Multiple sub-headings against the same Business name
We have global sized clients who issue us with contracts that need to be set up as separate entities under the same business name. you would think that the unique reference number box would work in tandem with the primary business contact name. This is especially important when setting up repeating invoices. I currently put the business name eg: Boxspan National and add a sub heading eg: Boxspan National [Diamond Project] . Now we have been advised that we can no longer do that as their accounting software will not pull the invoice through to the correct business entity. If…
1 vote -
Fixed Asset | Disposal - Ability to add comment/reason for disposal
Hi Xero Support Team,
I had disposed some of fixed assets using disposal function in XERO. But I noticed that there is no field for me to type the memo/description to type the reason of disposal. I also can't find any field to upload the supporting document for that.
2 votes -
Bank Feed - Investec (UK)
Currently, Xero facilitates bank feeds with Investec (South Africa) although does not allow bank feeds to be setup for the UK & Channel island branch - This connection needs to be setup.
22 votes -
AU Payroll - Change employees name on historical reports
Changing an employee's surname due to marriage, for example, changes their details for historical payslips and all other payroll historical reports. Could a field be added perhaps that allows for 'maiden name' or 'previously known as' without disrupting historical info?
2 votes -
AU Payroll - Bulk upload all details for new employees
Can we please get a upgraded bulk upload new employee feature that the template is not only for the basic personal info but also optional to include TFN, bank account detail, super account, emergency contact, leave type, pay template etc. basically uploading one file and the employee is read for payroll
3 votes -
New Fixed Assets - save default sorting settings
In the upcoming new Fixed Assets layout/section, if you sort a heading (Asset name, asset number etc.) it only remains for that particular session, if you close out, it'll default back to sorting via the Purchase Date when you re-open.
Proposing this remembers what the user selected.
Also if you select "Items per page" it only displays that amount of items for that session, then defaults back to 10 after re-opening.
Please make it remember the user's chosen setting.
3 votes -
NZ Payroll - Leave Balances Report matches employee record leave balance
It would be great to have a Leave Balances report that reported in hours to match the employees' payslip balances for management to use. The current leave balances report only shows accrued leave in dollars not hours.
4 votes -
New invoicing - Make manual tax adjustment to total invoice amount
Retain the This Make manual tax adjustments from the invoice subtotal in New Invoicing. This is a feature that I use as I have to import sales figures from an external program and the VAT figure is different by a small amount But I don't want to have to alter each line on the invoice.
20 votesCan see what you're meaning here, John. I've made a slight adjustment to the title of your idea that I think might help others identify with. We'll start to feel the interest out here and let you know if there's any change planned.
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Invoice Auto Numbering
We use our own numbering system as well as the xero auto numbering system. For customer invoices that pay cash, bacs or on account we use our own numbering system that originated from before we used Xero. I just amend the invoice number section on xero when a customer invoice is produced. I have always done this so no issues with that. We use the xero auto numbering for customers that pay by debit credit card. So everyone that pays by card during the day all get added to that one invoice. But the auto numbering system on the new…
3 votesHi Elise, thanks for confirming still an issue for you. As noted I'd recommend raising this with our Xero Support team via Xero central. As I'm unable to recreate this it would be good to get more detail with our specialists to see if they can investigate the behaviour.
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Bills - Back button after adding a payment, to view other bills for the same supplier
When paying a supplier bill, there should be a back button to get back to the same supplier to continue paying more of that suppliers outstanding bills due for payment once a payment has been made. Currently once you have paid a single bill for a supplier, you have to go back to the bills page and search for another bill or search for the supplier again, it takes twice as long as it should and makes more room for error (our company like many others i would guess need to check each bill against the products we ordered with…
2 votes -
Credit Note Discount
Currently there is no discount field on the credit note form which creates a fundamental flaw in the xero system. If you look at the attached invoice report you will notice that all credit note entries have no amounts in the discount column even though they all have discount. This overstates the discount amount when you calculate the total discounts because there are no discount credit amounts to correct the discount. We recommend adding a discount section to the credit notes form to correct this as the report is incorrect without this.
6 votes -
Online Invoicing - Auto attach PDF of invoice when saving as Draft
I've noticed that Xero is retiring classic invoicing, and that the Xero to Xero link option is not available in New Invoicing. Xero to Xero is an important feature for many of our clients especially in groups where there is intra-group invoicing with many items on an invoice this saves a lot of time! Please add Xero to Xero to new invoicing. I also want to ask if Xero to Xero can please automatically attach the pdf version of the invoice to the bill created in the opposite entity as this does not happen automatically.
4 votesHi Michael, we have an idea for Xero to Xero in new invoicing and want to be open that this isn't something we'll be building into new invoicing however there is still a way to use this feature. You can have a read of my full post on the idea.
In relation to your second idea around auto attaching the PDF of an invoice when it's created as a bill in the recipients organisation. I'll slightly amend your idea for this here and we can get a sense of the appetite for this.
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New invoicing - Separate edit and copy options
The relocation of ‘edit’ on the drop down feature of options within invoicing.
Reason being, it is far too close to ‘copy’ and on a couple of occasions whilst invoicing I have selected ’edit’ rather than ‘copy’ which has caused some cash flow issues and time explaining to clients where the issue has arisen.
By simply separating them on the drop down would eliminate the accidental selection. Once selecting ‘edit’ or ‘copy’ the only difference is once changes invoice number and the other doesn’t.
2 votes -
Subscriptions - Rewards program for loyal customers.
Pretty simple.
I would have thought it is easier to hold onto existing customers, rather then lose them in favour of new customers.
Xero, please look after your current customers.
21 votes -
Bank Rule - Automated bank rule reconciliation
Automated bank rule reconciliation.
A choice for a bank rule to be automatically reconciled - once created a option to select if you wish for the bank rule to be reconciled to remove the need for manual reconcile.
This would be ideal for monthly direct debits and standing orders e.g. bank charges, drawings
6 votes -
New invoicing - Reduce size of text
URGENT!!!! The new invoicing is quiet frustrating. It doesn't remember past settings when emailing the invoices. So now I need to remember EVERYTIME I send an invoice to click 'send me a copy', which I know I'm going to forget especially if I'm in a rush.
ANNOYING!!!! There's an added step now to attach a pdf. I now need to click add files then drag the pdf, instead of simply dragging it and clicking to send with invoice or not.
It would be good if the Save & Close button had and 'Email for Approval'. I email invoices (unapproved). Once…
10 votesThanks for continuing to share back through this idea. Right now, as you may have seen in updates to some other ideas - our team are developing the line item grid where you enter detail of your invoices. This will encompass reduced padding and smaller pixels to condense details and help you see more information in one page without as much need to scroll which will help with the feedback you've shared here.
We'll keep you updated of this release here.
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AU Payroll - Tracking Categories for Wages Payable Transactions
Given that we are now can add employees into different tracking/groups on Xero.
It works well when we post a pay run and it puts all transactions in Wages expenses, super expenses, PAYG W and super payable, but not Wages Payable. Seems odd that it doesn't.3 votes -
Payroll dashboard- Customise and edit details on dashboard
Payroll Overview Dashboard - Can you please make this editable so that it can be customised to what details we want to see at an easy glance? Also the Calendar populates all 'holidays/public holidays' regardless of what state/country you're in. This should be customisable so that you can opt to only have your relevant holidays shown.
1 vote
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