4146 results found
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Revaluation of Fixed Assets
We need a Revaluation feature for Fixed assets. This can be used in lots of fields like: real estate, logistics/transportation, farming, marketing, trading etc.
Actually lots of business around the globe needs this feature and it has been requested multiple times already.
Number of similar apps have already implemented it significantly impoving user experience.
Otherwise, we would appreciate if XERO team at least revert with instructions (workaround) of how Revaluation should be done using their current app functionality.
1 vote -
Additional merge fields for all doucment and email
We would like to have some additional fields so we can work easier
For example we can add the info of user (eg full name and email) who create the transaction (eg quotation) into the quotation templateso the end user can contact the right person and easier for tracing
also suggest to provide few custom fields for us
1 vote -
Contact Defaults Needed in Quotes & Invoices
When generating a quote or invoice, we've noticed that the [Customer First Name] placeholder doesn't work if we haven't added the customer as a contact beforehand. This process is time-consuming, especially when creating a new quote. Is there a way to customize the quote/invoice creation process so we can include the customer's details, like their first name, without having to create a separate contact?
Please, this will really increase productivity.
1 voteHi Bovi, trying to understand your idea here. When you say you'd like to include the customer name without adding the contact. Is this for a 1 time customer?
When using new invoicing you can add a new contact while you add the invoice?
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payroll book to separate accounts
UK Payroll: Allow each payrolls to book to different accounts.
Most consulting firms have a set of employees on fees, the costs of which are considered as costs of sale in the P&L, and a set of employees in the back office, the costs of which are considered as operating costs in the P&L.
Xero already support multiple payrolls (and we use this feature) but Xero doesn't not support each payroll booking to separate accounts in the chart of accounts. We have to do an error prone manual journal for each payroll each payroll cycle.
I would be great if…
1 vote -
Quotes - Edit the exchange rate in Quotes
I have found you are able to customise currency rates in Purchase Orders, Invoicing and Bills to pay, however you are unable to amend this in quotes.
Please allow to amend in all modules
2 votes -
AU Payroll - Recurring leave request
We have 2 employees that will be taking 1 day LSL every week in the new financial year and it would be very helpful if there was a way to add in this type of leave request as a recurring request for the same day each week. Rather than having to add in 1 day leave for each occasion.
4 votes -
Resolving VAT rounding issue - avoid manual edits on Xero
We have to regularly edit invoices from specifics suppliers to correct pennies in the VAT boxes to ensure these match. Using up valuable and unnecessary time.
We use another software with another company that gets this spot on every time, but considering we pay for Xero we felt it would be helpful to get the VAT extraction down to 100% accuracy.
1 vote -
Contact - Sub Categories
Would it be possible to create a contact who is a "sub contact" of an existing contact. For example we perform work for a strata management company. Every invoice is made out to [name of strata company] but the contact details, email address and physical address are all the same - that of the management company. I would love to create [strata management company] as the main contact with all the strata "divisions" they manage below them without having to create a new contact for every single new building. What are my chances?
1 voteAppreciate where you're coming from with this idea, Kirsty.
Right now you could create a Contact Group, and have each related contact assigned to that contact group. Get what you're saying with the efficiency when having most of the same details - for now perhaps importing via csv would help create these in less time.
We also have an idea for the ability to copy a contact, and another for contact group statements that you might like to join and follow.
We'll start to get a feel of the interest for this type of feature here, and I'll let you know if there's any change planned.
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UK Payroll - Holiday enhancement as per new legislation 1 Jan 2024 to commence April 2024
New holiday regulations from 1 January 2024 to commence from 1 April 2024. The new legislation from 1 April is only based on 4 weeks so it would appear the only option is to manually calculate the enhanced holiday pay.
It would be good in time if it was possible in Xero Payroll to calculate the enhanced holiday on selected pay elements only such as overtime, bonuses, commission, etc.
We use two other payroll software packages that allow this process of selecting specific elements to calculate the enhanced holiday so it is possible.
1 vote -
Bank Reconciliation - Export/Import data option
Bank Reconciliation - Export/Import to transfer data from one organisation to another
1 vote -
Easy searching for project codes for expense claims
Currently when we are submitting expense claims we have to scroll through all our past projects to find the project we need to assign an expense to. We would like a simple search bar placed at the top of this list so we can start typing and the relevant projects will come up as an option.
3 votes -
short term cashflow edit repeated transactions
Hi
I would like a feature in the short term cash flow where when a repeated manual entry transaction is made that you can edit only one instance like a repeated meeting in outlook.
An example is that i have made a regular Money In transaction yet i cannot remove a single instance when the actual invoice is created and i am overstating incoming revenue.
Thanks1 vote -
Invoice - Total item quantity on invoice
Invoice - A total items line in invoices would be extremely helpful for our clients to be able to reconcile inventory sent with the invoice.
1 vote -
autopay
Backend Autopay Enrollment
I would like to enter autopay information for each client on the backend instead of them having to set up an account. my clients agree to autopay as part of their service agreement. This should be available on Xero as it is on other platforms.2 votes -
Privacy
Please provide a privacy button on dashboard that can be toggled on / off
Quickbooks does this, why can’t Xero?
1 vote -
Sales Credit Note - Approve and send option
When I create a sales credit note for an invoice, there is no option to send it to the client at the same time as approving it. Also, Xero sends me back to the original invoice when I approve the credit note, so in order to send a copy to the client, I have to:
- create the credit note
- open the credit note
- send the credit note1 vote -
Projects: assigning lines in sales credit notes
Currently, each separate line in a sales credit note has to be separately assigned to a Project. There should be tickyboxes so that the lines can be assigned en masse, as there is for bills.
1 vote -
Invoicing - Create invoices from an imported payment schedule
We are in the building industry and receive building contracts with an income schedule. It would be good if Xero had the ability for us to email a payment schedule into Xero, similar to how you can email a bill into Xero, and Xero could automatically create draft invoices in accordance with the schedule. The user can then review the draft invoices and approve them as the stages are completed.
1 vote -
Reports Codes to Populate Trust Account Disclosures in Tax Return
Can we use the Reports Codes from Xero to populate Trust Accounts Disclosures in Tax Return. Just the same way as is done for the IR10.
5 votes -
New Invoicing - Applying customer credit to invoice
In the new invoicing it is possible to add a customers credit onto their invoice from the bottom of the screen however the old version would have a pop up asking if you would like to apply the credit.
Can we change new invoicing so that it pops up asking for confirmation as this is easily missed.
2 votesHi Amy, when you start entering an invoice for a customer that has credit you'll receive a notification in the bottom right. Then, when you approve the invoice you'll receive a prompt to let you know that you have credit for the contact and would you like to apply it. Or is there a different place in this flow you'd expect to see the prompt?
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