4698 results found
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AU Payroll | Superannuation - Set up auto payment with a credit card
Have automatic superannuation payments be able to be paid via credit card, through xero. Currently there seems to only be the ability to make automatic payment via direct debit but it would be good if it could be made by a credit card.
73 votes -
Expenses: Set default due date
Can we please have the ability to set a due date for an expense? Currently it is set as the day it is approved, but we pay all our expenses for the whole month, on the 15th of the following month. It would be good to be able to set this as default for any expenses raised.
Thanks,
Sarah72 votes -
Reporting - Edit file name when exporting
Ability to change the file name when exporting reports
When exporting reports, it defaults to Company name_Report Name.pdf. We have a format of naming files in our business which does not match the default format. It would be simpler to be able to change the default file exporting system so that it more closely fits our standards, saving time. This could be added into the company settings. Options include: Report should say: Text [placeholder] Text [placeholder], and "include or exclude underscore".
Options for placeholders include date printed, company name, report name, etc.72 votes -
One Click Delivery Notes
We need to include delivery notes with orders. The current packing slip does not cover this requirement. I'd like to be able to select multiple invoices, and bulk print delivery notes for them all. The delivery note needs to be somewhat customisable.
The notion of having to edit an invoice and change the theme in order to generate a delivery note is completely impractical!
72 votesWhile only on an invoice by invoice basis atm there is a slightly simpler option that the team released that will help create a packing slip for invoices.
Would be good to get a sense of the interest for a bulk option and creating for multiple invoices at once.
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Sales Invoices | Templates - Extra formatting options (Bullets, Bold, Italics)
Ability to have a format option for sales invoices.
Purpose: To make sales invoices appear more professional.
72 votesHi team, appreciate the feedback here and it appears there are 2 differing ideas being bought up here. This idea was originally started relating to the invoice branding theme. Being open, while we will look at improvements to invoice templates down the line this isn't planned just yet.
More recent conversation appears to be related to the new invoicing send modal and formatting of emails sent from Xero. We have a slightly different idea those who are interested in this can join and you'll see I recently updated - While the tool bar has been removed from the send window, you can still use html tags to format and preview how these look in your email.
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Purchase Orders - Option to part-receive
Receiving part orders. No "back order" capability. So what is the point of using purchase orders when you can't change to a "Bill" if only part of the order has been sent/received?
71 votes -
AU Payroll - Monthly payroll tax report
An automatic monthly payroll tax report would be fantastic. I've noticed Xero cannot do an automatic calculation of Payroll Tax like MYOB can. MYOB allows you to select pay categories (pay items) to exclude and run a monthly payroll tax report.
71 votesHi community 👋
Thanks for sharing and supporting this idea - while I don't have an update specific to this one, I thought you might be interested in the following:
Our AU Payroll team are testing some changes to Payroll reconciliation. The idea to have an automatic monthly payroll tax report is highly associated with payroll reconciliation and we feel that voters here would also have an interest in payroll reconciliation. They would love to hear from you!
They’re aiming to conduct some 1 on 1 interviews between 6 Feb - 16 Feb 2024, the interviews will last 45 minutes.
The purpose of the session: Participants will be asked to help with testing a prototype concept designed to enhance the AU payroll reconciliation process.
They aim to discover:
- Whether this conceptual solution meets your specific Payroll needs, and if it adds value to your Payroll reconciliation process?
- Whether this conceptual…
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Timesheets - Ability to Import Timesheet templates from excel
Could we have the ability to update timesheets each payrun from and excel spreadsheet.
This is so that admin staff can data enter timesheet information without necessarily having access to the payroll system. This is also in the case of Company's who do not want the Xero Me function.71 votesAppreciate raising the idea here, Mona
With improvements to XeroMe our intention is to make it simpler for employees to self enter this sort of information.
Is there a particular reason why you'd prefer not to use this function? Would be good to be able to share this back with our team or perhaps there's another idea I could be connecting you in with here
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Invoice Settings - Ability to create multiple numbering sequences
If a business uses more than one branding theme for their sales documents, a feature to apply a separate automatic numbering sequence to each one would be useful.
71 votes -
Xero Analytics Plus | STCF - Options to export
Even though the above feature in XERO has great potential for add on value services to clients, example, 90 days cash flow projections, I am very surprised that no one asked, why cant we produce a report in PDF or Excel??? Isn't this an essential part of a report?
71 votes -
Dashboard - Show Purchase Orders
Show purchases orders on the dashboard, as per this thread! Would be really useful to see what is approved but not billed at a glance. https://central.xero.com/s/question/0D51N00004oQgTxSAK/is-it-possible-to-show-your-purchase-orders-on-the-dashboard?t=1652190558049&searchQuery
71 votes -
Email Templates - Add image and hyperlinks
Can customise email signatures. Add feedback links in emails
70 votes -
Inventory - Include supplier’s name and link back to supplier contact list
Ability to have a supplier name and link back to supplier contact list from the inventory.
Purpose: Users can easily have information from which suppliers that they’ve purchased their inventory from, and can easily update any changes within inventory and supplier.
70 votesHi team, while we don't have plans for adding a field for supplier to Inventory items, right now you could run the Payable invoice Detail report to see the purchases of items, and which supplier(s) they've been bought from.
You can also Group/Summarise the report by Item Code or Contact, depending on which you want to see together.
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Project: Task list - Ability to change the order in the list.
Ability to change the order of the tasks from the list.
Purpose: To make users’ workflow more efficient rather than having to scroll down to find the task each time.
70 votes -
Reporting - Option to remove the Date from the Footer of all reports
The print date that now appears at the bottom of reports is useful for some reports and circumstances, and I understand this date is now turned off for Published Reports.
However we do not 'publish' our financial statements - we send our financial statements to clients in a practical and informative pack instead. This is a more efficient, professional and streamlined approach for us.
Showing the print date on these financial statements is of concern, due to various issues including the lag time between preparing and approving the report. It is also not ideal when preparing the directors resolution and…
69 votesIt's good to know the small changes that can make a difference to our customers. Thank you for all sharing with us on the idea, here. Our team are looking into a solution at the organisation level, that'd enable you to remove the Date from footer for all reports exported to PDF. While they explore this we'll move the idea to Under review and I'll be back to share more as this moves along.
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New Profit & Loss report - Show balances of all tracking categories(inc. nil balance)
For the new format of the Profit and loss report, only show the tracking categories that actually have a balance. Therefore do not show with nil balance.
Currently have to adjust the report to remove the relevant columns which is time & $.The old version did this automatically!
69 votes -
Inventory Items: Merge items
Ability to merge inventory items.
Purpose: Users can easily merge the inventory items when they accidentally created the new same items in Xero.
69 votes -
User Access: Lock Dates - Specify User Access
Ability to specify which user has access to the lock dates.
Purpose: To prevent clients from changing prior year figures in Xero after the financials have been published.
69 votes -
Purchase Orders - Physical Address as default delivery address
Ability to make Physical address as default delivery address when creating Purchase orders.
Purpose: It’s saving users time rather than change the address manually.
69 votesHi all 👋 thanks for sharing this idea and contributing your feedback on how it would help save time and reduce delivery errors. This has all been sent to and considered by our product teams.
I wanted to jump in here to share that this is a feature that our team are looking to develop in Purchase Orders in the long term - there are a few other pieces of work lined up before. We'll shift to Under review and keep you updated of any progress, here.
In the meantime, one way to make the physical address the default delivery address when creating purchases orders is by using a Custom DOCX branding theme, and either use the relevant merge fields, or even enter the default address in plain text on the template. You might then have a separate ‘normal’ theme if you want some orders to go to the Postal…
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Organisation settings - Ability to wind back/restore to a previous date
Ability to restore Xero org to previous date.
Purpose: To make customers able to get the previous data from the previous date if they made mistakes in their Xero org.
69 votes
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