4681 results found
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Billable Expenses - Retain tax treatment from original Bill on Invoice
When adding bills with mixed GST/GST-free items to an invoice as a single line, please preserve the tax attributions (proportions) of the items in the billable expense.
Example: If I want to invoice a billable expense to a client from a purchase made at Coles Supermarket, the expense will contain some items that attract GST and others that do not.
These are correctly recorded in the bill (spend money transaction), but when this bill is added to an invoice as a single line, the GST/GST-free portions of the bill are lost. (And tax is applied to the total…
3 votes -
Inventory - Checkbox to include/exclude from customer's Discount %
It would be great to apply the Customers general discount (as set on their Contact Card) to only specified product items, not all product items. e.g. I don't want the Customers discount applied to say my Freight or Labour product items, but I do want to apply it to other products items we are selling.
I would envisage a Tick Box on each Product card that we can tick, or untick, for the Customers Discount to be applied to it (by default it would be ticked to apply the Customers Discount).
3 votes -
GST period settings - Allow for non-standard periods
When a client changes their GST taxable periods (e.g. 2-monthly to 6-monthly filing) they often need to file a return for a non-standard number of months to align with their balance date (e.g. 4-month GST return). It would be nice to be able to change the GST period settings in Xero to allow for the non-standard GST return to be filed directly from Xero.
3 votes -
Xero project tasks - Ability to file away old tasks you no longer use in a project. You cannot currently delete or hide these
Xero project tasks - Ability to file away old tasks you no longer use within a project. You cannot currently delete or hide these once an invoice is attached to it.
3 votes -
Expenses | Navigation - Hold filters when processing expense claims
Currently, when filtering expenses by name, the settings reset to default each time an expense is opened and closed.
Please update it so that the filter settings remain active, eliminating the need to reapply them for each expense viewed.
Also, please add a date filter setting
3 votes -
Withholding tax on interest income for foreign resident entities
Create a tax code/rate which we can apply to interest income to withhold 10% tax for foreign resident entities and this amount is automatically populated to the Activity Statement at item W3.
3 votes -
History & notes - chart of accounts
It would be great (if not already available - I can't find it) to get an audit report whereby we can see changes made to a set of accounts after they have been submitted.
3 votes -
Login - Move 'Trust device' option above Login button
Its a small change but something that bugs me as i do it at least once, sometimes twice, a day.
Currently the "trust this device" check box is below the login button. If logging in solely on a keyboard you have to enter 2fa code, tab twice and hit the space bar to check the trust this device box then shift tab to go back up to the login button. So the keystrokes are enter 2fa, tab, tab, space, shift tab, enter
If the check box was between the password and login button then it would be, enter 2fa code,…
3 votes -
UK Payroll - Timesheet and Job Allocation Tracking categories
I have a tracking category for our job numbers to allocate hours to engineers' time on particular jobs.
I am struggling to find a simple timesheet/app that will sync with my tracking categories (also have one for employee group).
I'm considering using Projects but can't see there's a way to sync my job number / employee group categories to the projects module.
Anyone had any experience of this or a workaround? I currently use an app within gsuite, collating the data to download to a csv but not ideal and very manual when calculating hours.
I then have to reverse…
3 votesHi Jackie, lovely to see you engaging with community. However, I'd recommend posting this across in Xero Central as a discussion where you're likely to find more of your peers that may be able to share tips on their similar experiences and the different solutions they've found to suit their needs.
Product ideas here, is really more of a place to share and vote on changes you'd like to see within Xero to help improve your experience.
I see you've mentioned how you'd like to be able to sync Projects with your employee groups which sounds similar to the idea across here. If you'd agree I can merge your post in there so we can get a better view of the interest and if there's any updates you'll be kept in the loop. 🙂
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New invoicing - Scan item UPC's to add them to an invoice/PO
I think being able to connect a barcode scanner to xero to allow users to create a new invoice and scan items to have them appear as line items would be very beneficial to many customers. A lot of people use xero to resell items and if i could create a new invoice and instead of manually type everything, to just scan the UPC and have the item pop up would help prevent human errors
3 votes -
Files - PDF File Preview
In files, previewing a PDF that has been uploaded or sent to files will not work for many chrome users.
Upon opening in files, it gives the error "This file can't be previewed with this browser."
This occurs if the user has google chrome, and has google chrome set to "Download PDFs" instead of "Open PDFs in Chrome."
Many people have chrome set this way. Other sites have somehow managed to make their PDF preview still work...hopefully Xero can implement this. The current setup makes it very hard to review uploaded files when they are in PDF format, as they…
3 votes -
Projects Invoice Summary - Show Invoice Number and Reference
Hi,
I would like to suggest a small but valuable improvement to the Projects section in Xero. Currently, in the "Quotes & Invoices" tab within a project, only the invoice number is displayed, which is useful for tracking. However, for many businesses, including ours, it would be incredibly helpful if both the invoice number and the reference field could be shown simultaneously in the project’s invoice summary view.
This improvement would enhance visibility and make it easier to track project-specific details without losing sight of important invoice numbers.
Thanks,
3 votes -
Subscription - Projects as an add-on
I am looking for an alternative to Quickbooks. As a solo consultant, I thought Xero would be the most appropriate fit for my business. Unfortunately, the fact that I need to subscribe to the top pricing plan at $115 per month in order to be able to bill for time is totally unrealistic. I thought Xero promoted itself as being a good fit for small business???? I don't need to track projects, I just need to be able to bill by the hour and invoice my 2 clients on a monthly basis. I'm sure I wouldn't be alone in these…
3 votes -
AU Payroll - Extend 90 day limit for payment date
Xero Payroll restricts the payment date to no more than 90 days after the end of the payroll period. This isn't a legal or taxation limitation, but does restrict the occassions where clients are paying payroll in less regular intervals (such as paying their entire salary annually).
3 votes -
AU Payroll - Xero Me Payslip only access
Have an option in settings to only allow employees to access their payslip and not create. Our employees enter their timesheets into a job management system which is synced to xero for actual payroll and timesheets however on occasion they accidentally create a payslip in xero me and it creates a heap of issues down stream
3 votes -
AU Payroll - Annual leave for casual employee
Xero has removed the ability for casual employees to apply for annual leave if that leave is available to them. Annual leave is part of my casual employees employment contracts. The employees and I have agreed that they will receive annual leave and sick leave.
These leave types were catered for in the past and the employees were able to apply for them when required. Now, despite still accruing those leave types, they are unable to apply for them.
This change by Xero restricts my business's ability to determine what conditions I offer to my employees. While the terms of…
3 votes -
Improved and transparent user consultation prior to implementing changes.
Xero made a lot of noise about how good the 'new invoicing' feature would be. Users gave plenty of feedback early on when new invoicing was optional, both in comments and by not switching over to new invoicing. Xero proceeded with the change seemingly unaware of the negative mood amongst users to the new invoicing feature.
The product ideas section show, only in it's first 5 pages, 43 product ideas about new invoicing. Many of these product ideas are requests for previously available features to be made available again. Many of the ideas are under consideration or being worked on.
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3 votesAppreciate your feedback, Martin. I can assure you throughout the build of new invoicing we have engaged and tested out features with many different users. To keep customers informed throughout we have shared blog posts and regularly update our Xero Central page with what's been delivered and what's to come.
Being such a widely used feature, we have focused on features that suit majority of our customers needs. We appreciate some customers still want to see more development and we are continuing to enhance this new invoicing experience.
Our products teams have conducted lots of research and testing to refine deliveries, and Xero Product Ideas here is another great way for us to understand what matters most to our customers - As you noted, we are listening and keeping users updated as developments progress with the status updates.
We understand our customers would like to be more involved as we…
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New invoicing - Calendar to remain stagnant when moving through months
When you open the calendar to input a date (e.g., expense claims), the calendar box changes shape/moves around when you click the arrow to go back over previous months because the number of days in each month varies. The calendar shouldn't move around because you must keep repositioning the cursor to find the arrow again.
As someone mentioned in another comment, allow the ability to use the mouse scroll to go back and forth.
3 votes -
Invoice list view - Add View Option
View Invoices in the Invoices menu - Add View Option
3 votesHi community, thanks for your insights on how this feature would be useful to you within Sales invoices. Being open we don’t have direct development for this planned atm, however our product teams are doing some more discovery in this space and we’d like to invite you to feedback through our survey here. Your input would be really valuable to the team as they get a deepened sense of our users for future improvements.
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AU Payroll - Show number of employee's allowed depending on subscription
Display number of employee's allowed depending on the subscription they're on, in the Employee list screen.
3 votes
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