4672 results found
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Bill Payments - Use supplier's unique ID as the "Details" reference for Crezco payments
When paying bills using Crezco use the "Details" field from the Supplier Contact / Finance as the payment reference.
For instance if a supplier has given us a unique ID on there system as "DME002" use this reference in the payment field when doing Crezco payments.
FYI. It used to be this way with Wise payments? but has now changed as we move over to Crezco?3 votes -
Navigation - Update the user interface
Not a major one but I feel the whole online site needs a facelift.
Information is not given in an easy to process way and this can make navigating the program more complicated than it seems to be.I recently transferred over from MYOB and where I feel the general program of Xero is better for ease of reconciling etc. some tasks can feel super overcomplicated and difficult to carry out due to poor layout and outdated visuals. This is something MYOB seem to have done well, Xero seems clunky and outdated in comparison, whilst having all the programming and…
3 votes -
Bills - Add a Project column to the Bill entry screen
Add a 'Projects' column to Bills rather than having to click 'Assign expenses to customer or project'.
As a company who have many projects that are a similar (or the same) name as a customer's company name, the current process results in expenses being assigned to a customer and not the project!
A 'Project' column has been added in the new invoice template so PLEASE add one to the Bills as well!!
3 votes -
Invoicing - Add customer VAT Number when creating invoice
Under the 'New Invoice' creation page, it would be great to add a contact's VAT number as you are creating the contact, on the invoice page.
Just add one line under the address.
Then one would not have to navigate to the Contacts page to add the VAT number
3 votes -
Contacts - Add screen scroll bar to allow better view when minimised
It would be good for the lower scroll bar to display when a screen is minimised (in contacts). Currently, if you minimise the screen (as I do when I am comparing entries in another external on-line tab, for example, with my HMRC account, or my on-line bank account) you can only see the left of the minimised screen. The information does not compact into a full but smaller screen, neither is there a scroll button to scroll the information to the right. So if I want to look at the amounts of a customer etc, the screen has to be…
3 votes -
Xero Projects - Bulk Delete Projects
It would be great to have the option to select multiple projects at once, e.g. Like there is for transactions. This would provide so much better management of projects. Currently it is is soooo slow to delete projects. Each deletion requires three clicks of the mouse and then the page refreshes. Such basic functionality which would be transformative in managing lots of projects.
In addition in the API there is no way to bulk delete projects either. Very frustrating!
3 votes -
New Invoicing - Update total line amount when unit price is deleted
at the moment in the new invoicing system, if a price is deleted from a line and not replaced with 0.00 it is not automatically zero'd out so the the line total remains what it was before the price was removed. should automatically update as soon as the number is removed.
3 votes -
Invoice reminders - Automatically send invoice overdue notification to designated email address
So far I know Xero only have features of sending overdue invoice reminder to customers, but in absence of the feature I mentioned. This feature is good for the operation.
The invoice overdue days could be set by us and automatically send the notification to our preset email address once the overdue day came. So that, our customer services staff can easily be notified all the overdue invoice and doing their followup tasks.3 votes -
Payroll - Secure form for fraud prevention
A company we work with here in UK was recently a victim of an elaborate but simple fraud, resulting in the loss of around £5,000 from the payroll.
The scam went like this:-
- Scammer fakes an email to HR from an employee requesting the bank details for their salary be changed.
- HR fails to spot the "EXTERNAL EMAIL WARNING!" and forwards this email to the person who updates the payroll. They also didn't spot the fake email address, or double-check with the employee.
- Bank details for the employee are updated in the payroll and bank payments.
- Some weeks later, the…
3 votes -
Credit Notes - Create for Contact Groups
Allow credit notes to be created for contact groups in the same way invoices can be.
3 votes -
Bank Reconciliation - Templates for common split payments
TEMPLATE FOR COMMON SPLIT PAYMENTS
We need to be able to save a split payment as a template (like a bank rule)
eg: registration is always split with gst, no gst etc, let us save that transaction as a template for easy recon next time. Bank rule isnt helpfull as when you have 20 different regos being paid to the same company then a simple split template would be very helpful3 votes -
Dashboard - Show BAS PAYG GST running totals in watchlist
To allow a box on the dashboard to show a running BAS/PAYG/GST total so we can get an idea of where are finances are up to coming up to these payment deadlines. Would be helpful for small business.
3 votes -
Payroll - See employment type and typical hours
When I review payroll I want to know if the employee is casual, part-time, full time or contractor.
I want to know the typical hours worked in the payslip cycle so as to determin whether overtime entitlements apply.
3 votes -
UK Payroll - Bulk import staff holiday entitlement
UK: We need a facility to upload the staff's holiday entitlement at the start of each new holiday year, in bulk.
3 votes -
Sales Overview - Search within descriptions on invoice lines
Be able to search for a particular term within invoices. For instance as service that is not often invoiced. Could then allow you to copy that particular invoice to a new invoice.
3 votes -
User - Give users access to specific invoices/quotes
We need to give specific users access to specific sales.
We have made our employee have draft only sales access, but now we cant collaborate invoices and quotes there should be an option to give users access to specific invoices & quotes, not the total sales in and out3 votes -
Products and Services - Add contact column to transaction report
In the Products and services 'Transactions' page I would like add a column so I can see who I sold a particular product to without going into every invoice separately.
3 votes -
Dashboard - Add a Monthly Average column to the Account Watchlist
having a monthly average additional column option in the account watchlist would be ideal and I would have thought a default setting that most people would want on their account watchlists...
3 votes -
Purchase Orders - Mobile space to show full no. of 'Number' row
Hi, Can i check is there any mobile space for moving long space to show the full no. of " NUMBER" row due to i unable to see the document no.in full in "Purchase Order" page.
3 votes -
Bank Rules - Bulk edit bank rules to include GST/VAT/TAX
When a client changes from GST registered to no longer GST registered - It would be greatly appreciated if all the rules changed to BAS Exc like it does in Chart of Accounts. Young clients shop everywhere and therefore there are hundreds of rules to edit.
3 votes
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