4710 results found
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New Invoicing | Send - Copy & paste formatting
When pasting content from a Word document that has bullet points and other basic formatting, this formatting is lost and you end up with one large block of unformatted text.
All our invoices have terms and conditions pasted in depending on the application of our products. We have to switch to Classic Invoicing where the formatting functionality still works, before sending the email to the customer, .
Please resolve this urgently before phasing out Classic Invoicing.
An example image is attached with a short portion of our terms and conditions to show the non-existent formatting.
4 votes -
AU Payroll - Employee Leave type settings report
We are after a report which shows the leave accrual rates for each individual employee in bulk report. I know we can view each individual employee by clicking on their leave balance and looking at the "Hours of leave accrued annually by a full-time employee. However for businesses with a large number of employees, this is very time consuming, therefore we would like a bulk report we can run to view all employees accrual rates in the one report.
5 votes -
Projects | Task Description to be used on Tasks & Expenses Invoice
In Projects - the tasks we add 'time entries' to and then invoice are set up in "Products and Services" screen. We would like the description entered in the "Products and Services" screen to flow through to the invoice when a "Tasks and expenses" invoice is raised. Currently only the Task Name goes into the Description box on the invoice but this is not adequate to send to the client. Typing over the top of the description is a waste of time and we do not want the time entry description to flow through as this is often too brief…
4 votes -
AU Payroll - Payment summaries - copies or reprints
Payment Summaries in STP - Copies of prior years.
- It would be helpful if we could retrieve copies or make reprints of prior year payments. This is particular helpful where a new client comes on board, and you will not have history on files.
2 votes -
CIS - Apply CIS to spend money transaction
When preparing monthly CIS returns on xero you need to create a bill for the subcontractor and reconcile/mark the bill as paid. When you have clients that have on average 80 to 120 subcontractors the bill creation even with a bill template can be time consuming.
Something to consider is whether creating a bill could be removed from this process and the CIS return be prepared simply from a spend money to a CIS enable contact.
Also something else that can be time consuming when dealing with this volume of subcontractors is downloading the monthly CIS payment certificates as clients…24 votes -
Reporting - Report on the Quotes converted to Invoices
To have a report which shows the conversion date of a quote to sales invoice, i.e. showing the conversion date, quote number and sales invoice number.
2 votes -
New invoicing - Make item code mandatory
To have the option to make the selection of an item code compulsory when issuing a sales invoice from Xero.
2 votes -
AU Payroll - Notify of invalid email addresses
Where payslips are emailed to an email address that is invalid and returns a kick back message.
Xero to forward kick back message or advise Payroll ID that sent emails out of a problem for an employee's email so that invalid email can be investigated and amended.We also use Xero Me for employees however not everyone sets this up on receipt of invite and just prefer to receive email advices.
4 votes -
New Invoicing - 'Upload Files' and 'Add from file library' options switched
New Invoicing has switched the position of Add from file library and Upload files. Whilst this may seem a small change, users are familiar with the order from left to right and I personally keep clicking the wrong one. Changing this order has no streamlining purpose so can it please be changed back?
5 votes -
Reporting - Cash Based Accounting Inventory Sales Reports
Xero offers users the ability to select between cash-based accounting and accrual-based accounting for financial reports. However, a major problem is that the inventory sales reports are based only on accrual-based accounting. This means the financial reports and inventory sales reports are never consistent. Please add the ability to run cash-based accounting reports for inventory sales (sales by item, etc.).
3 votes -
New invoicing - Ability to cancel out of draft sales invoice
Cancel a Draft Invoice from Invoice Screen (rather than delete which loses the invoice number). Another user made this same suggestion and the Xero response was to hit the delete button and they then closed down the comments/voting option. However, her point was that if you cancel out of the invoice then the invoice number you cancelled out of is still usable, whereas hitting delete means the invoice number is no longer usable. Why has the cancel button been completely removed and only the delete function is now there.
8 votesAppreciate you raising this again, Tom. While it's possible to Delete a draft invoice as new invoicing has autosave built in it's not possible to just cancel out without saving once a contact has been entered.
We'll keep track of the specific interest for this here, and I have merged the original idea that was created around this in with this one.
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UK Payroll - Unpaid leave report
So simple but not available. To record an absence i.e. sickness (unpaid) IN DAYS and to have a simple report showing dates and number of days sick.
The payroll reporting is so seriously lacking in all areas
7 votes -
Bank Reconciliation - Option to Save a draft reconciliation for completing later
Reconciling funds - I need to be able to save Reconciling items while I'm half way through reconciling.
eg - I receive large amounts via bank statement - eg $16,000. That $16,000 will be made up of 10 holiday home bookings. Then I break down each booking into cleaning, credit card fees, our company commission, Airbnb commission, etc etc. Sometimes there may be up to 80-100 lines of items. Currently I can not save and it is really frustrating as it can take an hour to do and then if I have to leave or can't reconcile I need to…8 votes -
NZ GST - Filter Late claims for transactions that affect GST
NZ GST - Why does the Late claims tab now show all adjustments made - even those with no GST on them. I only want to see the ones affecting the GST.
7 votes -
Xero Accounting app - Bill receipt analysis
I normally add a copy(email download or photo) of any bill when loading it to Xero. It is easy to do with emailed bills but lets say a coffee bill, can take a lot of time. (Taking a photo, email it, download it and add it)
It would have been nice taking a photo of the bill through the Xero app to load it as a bill, from your phone.
If a owner operator buy something it would make it easier just going into the app, go into bills, take photo and load it there and then... done. (I am…3 votes -
DOCX - Show CIS after subtotal
CIS Deductions need to show at the bottom of the invoice on advanced invoice templates as seen on the standard invoice template.
14 votes -
Bank Reconciliation - Filter to show lines with suggested matches
When reconciling the bank, I always like to start with 'quick wins' and attempt to reconcile the suggested matches first. After the recent improvements, surely it now makes sense to add a filter on the bank feed reconciliation screen to 'show lines with suggested matches'?
(This software coding must already exist because there is an option on the cash coding tab to 'Show lines with suggested matches' like in the screenshot)
5 votes -
Manual Journal - Allow standard users access to Manual journal screen
For some reason "standard users" cannot see Manual Journals in the accounting menu.
Please allow standard users to access Manual Journals from the Accounting menu rather than having to go to reports. Its just a time waster.
5 votes -
Quotes - Quote acceptance without marking as sent
I would like to see the ability to accept/decline a draft quote without having to mark as sent in the new quote. thank you
2 votes -
Sales - Calculate based on expected date and show totals like bills
Sales planned date like in bills to pay so we can select date invoice should be paid to us. Will help with overdue invoices and planning cash flow
2 votesHi Claire, you can add an expected payment date from the Awaiting payments list in Sales. Appreciate it's not quite possible from the individual invoice itself atm so have slightly updated the title of your idea here. If there's any plans of adding this here we'll let you know.
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