4681 results found
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Invoicing - Enter the contact's 'Additional people' names when adding quotes or invoices
It make sense to only create 1 company record with multiple customer/client name in the record and that should lead to the ability to choose which customer/client info to be included in the quotes and invoice. currently the auto generated quote and invoice is based on the PRIMARY contact. However, I am working with different people in the company and therefore, should not alway based on the primary.
Currently my work around now is constantly replacing the primary contact whenever I need to generate new quotes and new invoice. doesn't make sense at all.
Thank you
6 votes -
Reports - GST late filing adjustments
would be so much easier if the only amounts that show on the GST late file reports are amounts where the GST treatment has ACTUALLY changed. doing something as simple as changing a code in a filed period can create hundreds of pages of "late claim" adjustments but they are just in and out entries..... this also makes it harder to determine which entries have actually changed.
8 votes -
Dashboard - Add aged debtor watch list to Dashboard
It would be good to have the ability to add a customer watchlist to the dashboard so that businesses can see when customers have overdue invoices or reached their credit limits so credit credit control can be improved. I personally don't like the email reminders as that doesn't work for our business model so I feel like a watchlist on the dashboard would be good.
5 votes -
Improved Community Forums - Communities by country/region
How about an ability to filter AU, NZ or UK posts only.
27 votes -
History & Notes | Basic formatting options for notes
The ability to type a note in RED so that it stands out.
And also the ability to add a note to an invoice in red, such as PLEASE USE INVOICE NUMBER AS REFERENCE:1 vote -
NZ Payroll - Add bereavement Leave as a permanent leave item
Have Bereavement Leave as a permanent leave item when a new employee is setup.
7 votes -
Invoices - Show total amount as text instead of numericals
To add total amount on invoices to show as word form, instead of as numbers.
Purpose: For person who like to issue cheque, they can follow the wording amount on the sale invoice
5 votes -
AU Payroll - Ability to set a default view for timesheet list
Currently when opening the TIMESHEETS page the order of the timesheets is very random (example attached).
The most common reason for visiting this page is to view and approved/reject timesheets so It'd be very helpful for us when we do open this page that the most recent timesheets awaiting approval are at the top.
Currently we have to click on the 'Last Edited' column header to get the most recent time sheets.
Can we please have this page DEFAULT set up to accommodate most recent date at the top (example attached).
Please join me in my campaign to have this…51 votes -
NZ Payroll - Show leave balances to approvers in Xero Me
Leave approvers to be able to see sick leave balances in Xero Me app as part of approval process
4 votes -
Transaction Entry - Alert to warn when a future date has been entered
have a warning come up when an entry is dated in the future to avoid posting to the wrong year
8 votes -
Xero Analytics | Short-Term Cash Flow - Change payment dates from within Short-Term Cashflow Screen
While reviewing the short-term cash flow report, a client may realise that there is a bottleneck and spread out some bill payments by changing the payment dates. It would be great to be able to do this from within the Short-Term Cashflow (on the same screen that the issue is identified) to see the results immediately and the improvement in cash flow.
7 votes -
History & Notes - Report to show just transactions with new notes
I'd like an easy way to make a note on a transaction or other unique information without it having to be "found" in the notes and history at the bottom. I'm trying to give a bookkeeper/advisor a bunch of notes at once, and it would hugely helpful if somehow there was a way to send her something or have a "log" of some kind that showed my recent notes, with easy links to the transactions, so I don't have to do screen shots and send outside of Xero etc.
4 votes -
Credit Note - Create payment file for cash refunds
There should be an option when refunding money to customers, that we can export the file for internet banking processing?
1 vote -
Bills - Ability to email bills and credit notes, as you can with sales invoices
Need to be able to send credit notes including bill credit notes to customer/ supplier with one click. Equally as important as sending them an invoice/ purchase order.
5 votes -
UK Payroll - Add pay reference period calendar for Nest pension
Not sure about other pensions, but when using NEST, Xero doesn't currently link up how you would like it to.
Whether you pay staff monthly or weekly, you are bound to have a cut off date for calculating hours which is before the date you send payment to employees.
The info that gets shared when filing the pension records is the "payment date". This physical date falls under the following pay period meaning when the info is transferred to NEST it comes up as the wrong period.
For example:
(monthly pay) 24th Aug - 23rd Sep, with pay on 30th…6 votes -
Xero Files - Scroll bar in Files app
When a folder is created in Files app, it appears on the left menu and the documents uploaded in the folder appears on the right side of the screen. When there is a long list of folders created, like I am doing with the client, the list goes below the screen and scrolling down option is only the main scroll of Xero that moves the list of folders and the document display screen together. So, checking a document from the folder at the end of the list requires to scroll down at the end, find the folder and select it…
1 vote -
Reports - Add "Transaction Modified Date" column in Reports
In Account Transactions reports, you should be able to add a column for "modified date". This would be extremely helpful when reconciling between information submitted to HMRC and the information in the nominal. I am no QuickBooks fan, but this is one feature that they have that Xero does not.
2 votes -
Bank Feed - Connect SumUp as a bank account
It would be great to be able to connect a normal SumUp account like you can Stripe or PayPal not just SumUp POS.
12 votes -
UK Payroll - Link payroll journal to pay run
I think it would be a good idea to facilitate the location of payroll reports. Please could you create a link to payroll journals within the payroll "journal reports".
Secondly, it would very useful to be able to amend a payroll journal report, if needed.5 votes -
Invoicing: Set invoice reminders by invoice branding template
Ability to turn off invoice reminders based on the invoice branding template.
This would mean we can prevent invoice reminders being sent to customers who have payments scheduled via direct debit.
21 votes
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