4574 results found
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New invoicing - When sending show organisation's trading name at top of invoice
The email template has changed which accompanies the invoice to the customer. We have a legal name plus a trading as name which people know us by. Currently the legal name is showing up boldly at the top of the email which it didn't before. We would like the trading name to be in this place so as not to cause confusion to our customers, or have the ability to remove it entirely as it has the logo there displaying the correct name.
193 votesHi community, we really appreciate your feedback on this and hearing why you'd like to be able to change the organisation's name that's shown when sending invoices from Xero.
This is on our teams radar, and is something they may look into longer term however we want to be open that it's not in the current roadmap.
We'll continue to track and keep across the interest from our community, and if there's any news to share we'll update you on this, here.
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New invoicing - Option to use Xero Network
xero to xero Invoicing
We use the Classic Invoicing version on Xero to send Invoices to our inter-companies and clients who are also registered with Xero.
On 02 Sept 2024 this version will retire and only New Invoicing will be available.
We are not able to select "send via Xero Network" from the New Invoicing option (using our Xero Network Key).Are the technical teams still working on this to have the option available or will this option fall away?
Thank you
ChantelleMichael
Support specialist
Yesterday 5:05 PM
Hi ChantelleAs you’ve found, there’s no functionality in New Invoicing…
209 votesHi community, we’ve been working hard to continue delivering valuable enhancements for our customers, and we know from your feedback being able to send via the Xero network from an invoice was important to how you invoice with Xero.
I’m pleased to share this feature is in the process of being released, currently with 50% of users we expect to have this in everyone’s hands soon.
Once available, when creating an invoice if you enter a Contact you’ve saved a Xero network key for you’ll see an option beneath the invoice appear ‘Send via Xero network’ (similar to when you send an eInvoice). As an addition, with the way we’ve rebuilt this feature you can now also include any attachments when sending the invoice. These'll be received on the draft bill created in your customers org! I’ll round back to confirm when this is live to everyone 🙂
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Xero - Resize in conjunction with browser window
When resizing my browser window, many of the Xero screens (including Bills, Timesheets, Invoices) do not resize. Instead they chop off on the right hand side. There is not even the option of a slider to get over to the right.
I have tested this across two browsers IE and Chrome. Frequently I am working on a laptop with a small screen and this is really annoying. I would rather they scale up or down when I make my browser larger or smaller.
8 votes -
Bills | NZ - Manually adjust GST for each line
Ability to edit GST line by line on bills in order to agree balances to supplier invoices (Due to rounding issues)
19 votes -
New Invoicing - Move Save button to bottom of invoice like classic
Please move the SAVE for the New invoicing to the bottom as per old invoicing. When you have an invoice with 30-50 items and then have to scroll back up to save it adds to the pressure of getting things done.
Or Better still
Leave the old there until you've got it together and your Paid subscribers are happy.
We are seriously looking at moving away from XERO due to all the changes you impose on us without proper UAT. More often than not it creates more work for us and causes more stress we just dont need in an…227 votesHi team, while we don't have immediate plans to change the placement of buttons on new invoicing we're interested in staying close to this feedback and I'll move the idea to Under review for the time being. We'll return to confirm any outcomes.
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NZ Payroll - Option to create pre-tax deductions
The new NZ WorkRide scheme works via a pre-tax deduction re salary sacrifice. Xero Support confirmed that right now there’s no functionality in Xero Payroll to process a pre-tax deduction. We have been advised that we need to manually adjust the tax in the draft pay run to reduce the PAYE withheld. Please enable your customers to comply with the NZ WorkRide scheme without the need for manual PAYE adjustments, by creating the ability to process pre-tax deductions.
46 votes -
AU Payroll - Option to allocate employee salary across different departments
Hi Team, Im not sure if this has been raised, but can we get the ability when setting up an employee to be able to allocate a % of their salary costs between different department / cost centres. At this stage we do not have the option of splitting salary costs without having to do manual journals
12 votes -
CIS - Include CIS Suffered in CIS reporting
A section for CIS suffered as like the current CIS deducted would be really useful. The reporting for CIS deducted is great and helps records for monthly PAYE. A similar section on the CIS suffered side would be great - checking through separate ledgers and updating RTI filings is manual in contrast.
3 votes -
Account Watchlist - Display a custom budget on accounts watchlist
On the Account Watchlist in the Dashboard, I would like to display a custom budget that I created for 2024 in lieu of the default 'overall budget' that it shows. Please make this feature possible as it will provide a good, quick snapshot on how we're trending to budget w/out having to pull up reports. An alternative would be to tag a custom budget as the 'default' that would appear in the accounts watchlist. Regardless, let's make this happen! Thanks for considering.
7 votes -
Gift Aid - Option to automatically claim Gift Aid
As a charity we would really like the ability to be able to have Gift Aid and reporting on Xero, otherwise we would have to get a 3rd party piece of software to run Gift Aid.
It would be so great to be able to mark on a customers record that they allow us to claim gift aid on the monies they pay to us and then in turn for us to be able to run a report to submit to HMRC of how much Gift Aid we are able to claim from customers in others words extra income from…13 votes -
Journal Report - Include transaction ID
Can we generate a report that included a unique Transaction Id per line, together with the unique journal ID.
3 votes -
Invoice - Create a single receipt for multiple invoices
Send a single Receipt for multiple invoices which will help the customers who are expecting an annual Tax receipt for the payments made for the reporting financial year.
6 votes -
Inventory - Add a Location and use on Packing Slips
Inventory - We are considering switching to Xero from Sage50, but have come across the issue of not being able to add an inventory item's "Bin Location" to the packing slip. We could include the bin location in the description of the item, but we don't want this to appear on the customer invoice. We only want the item's location to appear on the Packing Slip for the warehouse operatives to locate the items easily.
5 votes -
Invoice - Ability to show invoices with Korean or Chinese characters
Allow the downloaded PDF copies to show chinese characters and korean characters
Regards, Vivian
4 votes -
AU Payroll - Enter kilometres into timesheet
The ability for an employee to be able to enter the number of kilometres travelled each day. This number being able to filter through to the pay run so the employer can pay an allowance of cents per kilometre.
4 votes -
Search Engine Optimisation - More intuitive
I would appreciate the Search engine to be reverted back to how it was. The new "upgraded" search is close to useless. When I search for clients, I expect all relevant clients to come up. I don't want to type in the whole client name, just to get their details to show up. Previously I could type in a few letters and the search would come up with an amazing list of relevance....
1. Contact listed first
2. Invoices listed next
3. Bills listed thereafter
4. then lastly bank transactionsThese searches used to come up with appropriate information and…
23 votes -
Xero Projects - Automatically enter description as Supplier name
For all Xero Projects expenses, the only way to add the Expense name is to add a description for each expense. When we're tracking spend monies, receipts & invoices, this is a time consuming/ inefficient process. It would be ideal for the project expense to simply show the supplier name (when there's no description field added).
4 votes -
Bills - Add an Autosave function
It would be really useful if Bills autosaved to Drafts - as happens when you enter an Invoice. Because Invoices are autosaved, you are in that mindset and can often forget that you have to click Save or Approve for a Bill to be logged.
7 votes -
Manual Journals - Ability to post journal entries to bank/cash accounts
Remove the limitation on posting manual journal entries to bank/cash accounts. I end up spending way too much time on manual workarounds (payroll entries for example, you have to use a "bill" to replace the functionality of a journal entry). It ends up taking way more time working around the limitation than its worth. As a new user of Xero, I'm incredulous. I've worked with multiple accounting software platforms over the years, and never been exposed to such a massive limitation like this. It's almost a dealbreaker, and for some clients it certainly is. I've been looking for a viable…
95 votesThanks for the added detail, everyone. It's good to be able to share this detail back with our teams.
Appreciate why Bank Rules won't help for cash accounts and where you don't have a bank feed coming into the account.
Being open, this isn't something we have plans for changing in the short-term. We'll leave the idea open for our product team to continue considering how we could improve efficiency in some of the situations you've described. If there are any updates we'll share this with you all here.
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1099s - Receive Money transactions to populate in 1099 report
If you pay a vendor too much and they send you a refund for the overpayment that is recorded as a Receive Money transaction, then the amount to be reported on the 1099 should be the net (amount paid less the refund received), but since Receive Money transactions don't populate on the 1099 report, the amount is incorrect.
4 votes
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