4807 results found
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Sales Overview - Make Tickboxes available in the All tab
Add the tick box in Sales Overview > Invoices > ALL tab
We want to bulk upload all invoices for the week in 1 file regardless of the status (paid/unpaid). We couldn't at the moment because of the absence of the tick boxes in the ALL tab.
6 votesRounding back on your idea here, Abigail - It'd be good to get more understanding of your business flow and why you'd be wanting to create invoices of another status. For example is here a specific reason you'd like to import invoices that have already been paid for? Could these potentially be entered as Receive monies or is there a reason they need to be raised in Xero once they've already been paid? TIA
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Sales overview - Add a Sent column onto the Draft tab
1) When creating a draft invoice, and draft invoice is emailed out, it would be good to see from the 'home' page in the 'draft' folder, which invoices have been emailed. This could simply be an icon of an envelope, for example, that shows on the right hand side when the invoice has been emailed (yes even in draft form).
2) When viewing an invoice, a 'previous/back' and 'next' button to move to the next sequential invoice number (either forward or back) would be great, rather than having to back to 'draft' or 'awaiting payment' folder and then selecting next…6 votesHi Katrina, coming back across your idea here I notice there are 2 distinct ideas wrapped into the one.
We try to keep one idea per thread to make it clear for others to know what they're voting for and be able to share this information back with our product teams.
When you say next and back buttons - would this be when only viewing an invoice (not taking any action)? Reason being, is that there are Save and Approve options from the drop down that'd allow you to move onto the next invoice in the list or add a new one - More detail on this here
I'll slightly adjust the title here to reflect your first idea, but are welcome to start another if the current approve and next options are sufficient and we can get a feel for the interest around that separately.
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AU Payroll - Director allowance remuneration report
Now that directors fees are considered allowances, they don't show up in the employee remuneration report because that is for OTE only.
I would greatly appreciate being able to include directors on the remuneration report because the board asks for total remuneration on a monthly basis.6 votes -
Xero Central | My cases - Change order to latest response on top
Organise support cases with latest response on top, rather than having to scroll to the bottom to see the latest answer.
6 votes -
Bank Account - Add "Difference" field to show the actual amount of the difference between statement balance and balance in Xero
On bank header screen where it shows "Statement Balance" and "Balance in Xero" could we have a simple "Difference" calculation to show the actual amount of the difference.
6 votesHi Valerie, while not shown in the Bank header, you can run the Bank Reconciliation report which will show you the balance out by figure. If the Imported statement balance hasn't imported or doesn't match your actual bank statement ending balance, you can enter this yourself at the top of the report and update so Xero will show a calculated balance out by amount.
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Xero Files - Show email subject in Xero Files
Show the email subject line in Xero files.
It's simple enough to forward emails with invoices to my xero mailbox, but I don't have control over the filename. It would be great if Xero can show the subject line. That way I could change the subject line when I forward the email. It would look like a note on the invoice in Xero Files.
6 votesHi everyone, thanks for sharing and supporting this idea. The file name shown in Xero Files is taken from the name on the attachments. As a workaround these could be renamed before the emails are forwarded to Xero or renamed from within Xero files.
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Bank Reconciliation - Import bank transfer
Import and reconciled bank transfer
6 votesHi Sandra, could you provide a bit more detail of the idea you have here? Would this be for the ability to automatically reconcile transfer transactions from one bank account to another?
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AU Payroll - Total payment to show on Pay Runs and individual Pay Run screen
Show the Total Payment of a Pay Run, on both the Pay Runs and individual Pay Run screen. As it is, you have to click Payroll > Pay Employees > Pay Run > Employee to see the Total Payment for that specific Pay Run. Far too many clicks to check what the total amount was that was posted to Wages Payable account (and paid from the bank account).
6 votes -
Projects - Create Draft invoice in a new browser window
Automatically opens a new window when preparing Draft invoice from Projects Screen. This means the project screen stays open to do your next invoice rather than having to navigate back after you have approved your invoice.
6 votesHi team, just having a little play in Projects - while it won't work for Deposit or Project Amount creation, if you're creating an invoice from a Project for Tasks & Expenses you'll be able to hold down 'ctrl' while clicking on this option and should find this opens the Tasks and expenses screen in a separate browser tab.
Totally get this doesn't resolve the idea here, but wanted to share for those it helps 🙂
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Sales Invoice - Show supplier
Having the option to show client or supplier on invoices.
Purpose: Eliminates the need to go to contacts tab each time to look up the phone number to contact the person while going over the invoices. Also for the delivery person to be able to reach the receiver at point of destination or to make an arrangement for receiving as well.
6 votes -
Branding - Merge field for invoice tax total on DOCX Statement templates
If the Total Tax amount per invoice was available for statements, then the Statement could be used as a periodic Tax Invoice.
6 votes -
AU Timesheet approval process upgrade
Timesheet approval process
- Give payroll admins the ability to move the status from "draft" to "pending approval" as is possible in NZ and UK or
- Give permissions to users with approval power to see the timesheet in the "draft" status through "Xero me" or
- Permit users with approval power to see the "timesheet" module in addition to "Xero me"
5 votesThanks Daria, for sharing your idea with us.
We appreciate you taking the time to let us know what changes matter to you.
Your idea has been reviewed by our team and is now open for support from the rest of the community. In addition to upvoting your idea, other members can now comment and share how this change would improve their experience with Xero
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UK Payroll - Add filters to all reports, i.e. leave overview and Auto enrollment.
It will be great to have meaningful payroll reports. E.g., the leave overview is a blunt tool, as it shows all employees, including those who have left. The same applies to the Auto Enrolment Summary Report - it is a basic on-screen report with no filters, etc. And, yes, includes historical employees. Where there are filters, these overlook some choices which should be present. E.g., wage type, which payroll runs are they- monthly, quarterly, weekly, etc
5 votesWe're grateful for your engagement and letting us know the changes that matter to you.
Our Community have reviewed your idea and now it can gain support from other community members.
Along with votes, others can now comment to share additional detail about how your idea could improve their experience with Xero.
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NZ payroll - Create a shared Calendar
Integration of all employee leave taken with a shared calendar in outlook or calendar in Xero itself that everyone can view to see who is on leave and when.
5 votesHi everyone, appreciate your interest in a shared calendar for Payroll in NZ. With payroll products being worked on quite separately we have split this idea out from this one, so we can track the interest for this in each product and keep you updated.
Being open this isn't something we have immediate plans for in NZ payroll, however we're keen to continue to track the interest and can keep you updated if there are any developments.
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Import Payroll Excel - UK
Import complete payroll information including earnings, deductions, and overtime etc from an Excel/CSV file
5 votes -
Bank Reconciliation - Search by Tracking category in Find and Match
Add tracking categories to the find and match function on the bank reconciliation screen. this would make matching payments to invoices easier for my clients as they have payments taken via DD per branch
5 votes -
MTD For Income Tax (UK) - Accounts selection
When we eventually have to submit quarterly IT reports to HMRC, it will be very very helpful to be able to select which income accounts, and which expense accounts are include in the submission. Similar to being able to produce a custom profit and loss report. The reason being that some income or expense categories might be something that only gets included in the year end tax return calculations. My particular scenario as a sole trader is operating only one bank account, into which goes all my income, but out of which comes not only 100% business expenses, but also…
5 votes -
Invoicing - Reduce steps from Reference to Item field
Re: New Invoicing - Reduce Number of steps and clicks (The original thread has had comments turned off, so I can't comment that it has made more steps, not less...)
What has happened here...it is now taking eight tab clicks to get from Reference Number to the first box to input the item code...last week it was six...so the number of click has increased, not decreased.
Also, when inputting an item code, I have multiple codes that have the same base code with different suffixes...is there are way to just get it to the shaded part that you select the…
5 votesThanks for taking your time to start a new idea with the specific flow you'd like to reduce steps in, Lynette. Just to check it sounds like you may be tabbing from the Reference field to the Item code field - Would this be correct?
Being upfront this isn't something we have further changes planned for in the near term but it'll be good to gauge the interest from community around this, here.🙂
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Quotes - Send quotes by WhatsApp
As with invoices could you add this function to quotes as well to make things easier
5 votes -
Login - Ability to set a Password Expiry
Hi Community,
In relation to XERO security, I suggest all users should have a password expiry functionality where after a period (eg 6 months) it prompts all users to change their password.
5 votesHi Simon, thanks so much for taking the time to share this great idea about improving login security.
We've had a look, and your suggestion to add a password expiry feature is now open for the community to vote and comment on.
We're keen to see what others think! They can now add their votes and share how this would help them manage their own business's security policies in Xero.
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