4807 results found
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Quote - Create repeating Invoice from quote
Currently, to invoice from a quote = a standard invoice. There needs to be an option to create an repeating invoice also. This is consistent with the request to change a standard invoice into a repeating invoice also.
6 votes -
Quotes - view contact address
Why is it that customers address details are not shown on the invoice and quotation listings. this is causing time issue problems
These were shown in the classic view in invoices but not in quotations
I’m my mind this is a retrograde step and needs reviewing3 votesHi all, appreciate the interest around this. Being able to view a contact's address would be built separately for invoices and quotes.
We have an existing idea for this in new invoicing that you may like to add your vote and join across here - you'll see this is something we're actively working on.
I'll slightly adjust the title of your idea here to reflect the Quote side of things and we can keep you updated if there's any change for this. Thanks
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Batch Deposit - Create multi contact deposit without invoices
In QB you can "create a deposit" and in each line item, you can assign a customer, assign a GL account, class & amount. (there is also a line to assign to an invoice/customer ledger if you use those). You can then print a deposit slip from this as well!
PLEASE make this function available.
It is a hassle to enter every check or payment into "Receive Money", then have to go back and try to match up all the correct payments to the bank deposit in the bank reconciliation.
But if we don't do it like that, we cannot…5 votes -
UK Payroll - Option to edit the Payroll dashboard
It would be helpful to edit the layout of the Overview payroll dashboard, as you can do with the normal Xero accounting dashboard.
I can't understand why the 'pay employees' widget is at the bottom, surely running payroll is the primary function so why isn't that at the top? Not all business use the leave and timesheet function, they should be considered secondary.
4 votes -
UK Payroll - Option to add dates and reminders into the Overview Calendar
Could the user have access to the calendar in payroll to allow them to manually input other dates that are important but not automatically fed into the calendar and also set up reminder alerts?
Sage allowed you to this which was really useful if you had to remove/add a benefit on a certain date.
4 votes -
Fixed asset - Increase limit of 500
existing threshold for Xero fixed assets is 500 - increase this to 5,000 to avoid having to use a separate app (which are clunky / expensive) to manage fixed assets
17 votes -
Projects | Timer start and finish time
Project Timer - it would be great when using the timer for it to automatically enter actual start time and end time into the time entry, rather than just a duration.
5 votes -
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.
204 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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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.
9 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)
22 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…232 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.
48 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.
4 votes -
Search bar navigation
Many of my clients complain that they 'can't find what they are looking for' when using the top search bar facility. I too often struggle to find things unless I am specific and know the exact detail of a posting. A search return of more options would be very beneficial listing all transactions in relation to any word or value typed into the search bar.
6 votesHi team, appreciate the continued engagement in the idea here, apologies I've not returned to update before now.
I want to be upfront that we don't have any plans for changing the logic of search results in the near term. However, I felt it might help to explain how this is working at present to understand results you may be seeing - Global search considers several factors in deciding which results to display, and in what order. These factors include, but aren't limited to:
- Document type – Document types searched most often get priority in the order of the search results. Contacts and invoices appear at the top of the results, as they’re the most popular search.
- Term frequency – The frequency the term you search for appears in the document.
The top 25 results across all search categories in Xero. To limit the search to one specific category, click…
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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.
8 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…14 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.
9 votes
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