4748 results found
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AU Payroll - Leave Request emails to show Organisation Name
Leave Request emails to show Organisation Name.
Currently, leave requests that come directly from Xero for an employee does not show which organisation the employee is from.
I have multiple businesses that I have payroll access and it is quite hard to recall all staff names from all businesses.
The subject line should show Jane Doh from XYZ Pty Ltd has requested leave. This would make identifying the company much simpler.4 votes -
New invoicing - remove $ value within email
Hi Kelly,
Thank you for all your help with the new invoicing layout.
Would you please ask the product team to enable a tick box, or the ability to edit the header of an email, to remove the value of the invoice?
Please see attached image to see exactly what I'm referring to.
Kind regards,
Andrew Chadwick
4 votes -
Online Invoice - Turn off CSV option
Be able to remove the csv file option when viewing invoices online. I have a template set up which gives a detailed description but only a total price as I do not want customers to see the individual prices. However if they view online and download the CSV they can see this detail. It only seems to happen when emailed to Gmail accounts as we don't include the invoice link in the email. I now have to put in 0's for each line item and manually enter the total amount.
4 votes -
Bills to Pay - Duplicate bill alerts display should be customisable.
Bills to Pay - Ability to customise the duplicate bills to pay alerts Display.
4 votes -
Quotes - Add optional items
IT would be really good to have the capability to add 'optional' items to a single quotation -
- example #1: supplying in quantities of 10, 25 and 50,
- example #2: there are five items in the 'basic quote' but the customer may choose to add items 6,7 and/or 8 but these aren't a fundamental requirement to include.
If there is a quotation tool, then being able to offer customer flexibility is important as issuing multiple quotes can appear unprofessional
4 votes -
New Invoicing - View Exchange Rate Used
It’s not possible to view the original invoice exchange rate in New Invoicing. New invoicing only shows the current exchange rate. I have to revert to classic invoicing to see what rate was used when posting the invoice.
4 votes -
Invoicing - Draft Invoice Payment link
It would help if you could add a payment link on Draft Invoices, customers could pay before the order is manufactured or picked then you approve it and allocate the payment. We send out a lot of invoices that need to be paid before delivery, if we have to send out approved ones and they do not pay we have to remember to go in and delete the invoice. If they were in drafts you could look at draft invoices and know exactly who has not paid.
4 votes -
Customer statements - Print in Landscape
Can we have an option to print to pdf statements in landscape as well as portrait?
for example the screen in xero when I look at the statement shows the invoice reference in full but when you download this to PDF the reference gets shortened. This is an issue when the reference is a PO number and then you don't see all the PO number on the PDF version, for some customers they will not accept the PDF statement because of this4 votes -
AU Payroll - Process irregular pay runs
If an employer pays irregular wages, there is not option in the calendar or the employee card.
It would be great to assign irregular pay runs to the employee card.4 votes -
New invoicing - Don't open new tab when clicking the contact
Dont automatically open a new tab when clicking the contact link in the new invoice or give option to turn this off.
There is Alt+click shortcut on all browsers to do this already.
Making this auto open as default leads to too many unnecessary tabs and attributing to a more messy workflow4 votesAppreciate your feedback, Ximenes. To better understand your idea here, can you share what you would like to happen when you click on this link? E.g would you expect this to open the contact in the same page and shift away from the invoice?
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Batch Payment | Remittance - Selective download/send by supplier
I would really love to have a button where I can download a remittance advice for one certain supplier only in a batch payment transaction.
4 votes -
Find and Recode - Grand total for line total column
When using find and recode it would be helpful to show the grand total of the line total column at the bottom. This way you know if the isolated transactions in your Excel worksheet matches with all the conditional filtered transactions in find and recode.
4 votes -
Sales - Separate delivery note feature
Need to be able to customise Packing Slip into a delivery note or have a completely separate delivery note. Delivery note requires its own number and suffix and email template. Our invoices won't be accepted unless a delivery note is sent. At the moment this is done manually. Delivery note is very similar to your packing slip but it must say delivery note and would be easier if it could just be sent directly out of your system.
4 votes -
New invoicing - Show full Tracking category
Despite some condensing of information and improvements to the appearance of new invoicing, it continues to display information with less clarity and efficiency than before. This is only one example but on classic invoicing, entering a tracking category that was too large for the field would cause the vertical height of that row to increase. Now new invoicing simply cuts off the field after a certain character limit.
This system is not ready for default deployment and you have no idea how bad the support storm is going to be on the 2nd of September. Please push back the default…
4 votesAppreciate the screenshots and detail in your idea. While we've released an updated line item grid when viewing a saved/approved invoice in new invoicing, this is still being worked on for the edit page. We know being able to see the full Tracking option and Account name is important to our customers and this is something that we're working on and will be coming soon. I'll keep you in the loop of when this goes live.
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Reporting - Update Custom P&L for change in chart of accounts
When a custom P&L is created it does not update if there is any change in the chart of accounts. For example, if we move a nominal from the P&L to the BS it will still show in the P&L if the custom report was created before the move. This is a major flaw and when raised with Xero we are told to just re-do the custom reports, some of which take a long time to do.
4 votes -
AU Payroll - Pay Contractors in payroll and include GST
Hi,
It would be great to be able to pay contractors (who are paid Super) in Payroll and have an option for GST. I feel the Contractor payments aren't user friendly for most small business as they have subcontractors and contractors where only GST is added and no PAYG tax is deducted.4 votes -
NZ GST - Include Payment due date on finalised/filed
Where have the GST due dates gone from the new GST Return layout?
Also would it be viable for Xero to default no GST for transactions up to a certain date considering some businesses are registered from any point during a month.
4 votes -
Tracking report - Category item count
Tracking category—I would appreciate being able to create a report that lists the number of times a particular tracking category is allocated in a particular time frame.
4 votes -
AU Payroll - Show employee groups or Employee ID in payroll reports
It would be great if the employee group was included in the payroll reports. The company I am working for requires the employee ID (or employee group) to be displayed in the reports along side the name of the employee. Or if Xero could create a new field that has the employee ID number so that it is displayed in all payroll reports.
4 votes -
Purchase Orders - Expand column width to show longer PO numbers
The PO number space under Purchase Order View is limited, we cannot view our full PO number, refer to picture
Please extend the column, else Xero should restrict the maximum allowance length for PO number format.
4 votes
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