4823 results found
-
Invoices - Feature for recording and assigning unbilled charges
Ability to create a record work done for a customer/client as a unbilled/delayed charge that has a pop up notification when an invoice is been created for a customer/client. Xero has a record of billable expenses but amounts on invoices are not always linked to a billable expense or time record.
This will avoid multiple invoices been issued to customers/clients and eliminates the possibility of "forgetting" to bill a customer/client for work done.
Quickbooks Online has this feature which is extremely useful.
3 votes -
Inventory - Add Unit Cost Price to Inventory Item Details report for untracked items
I am looking to have the cost price included in the Inventory item details report even though the item is not tracked.
We sell a service and we cannot track the item as there is no amount to it.
But when running the report the cost price does not show3 votes -
Contacts - Display the "included in emails" tag for additional contacts with no name
Currently this badge is displayed for the additional people only when there's at least a first name associated with them, but often our "additional people" are only email addresses with no first/last names, an the only way to see whether the "included in emails" option has been enabled for them is to enter two nested edit modes (4 clicks total). This is really unnecessary. Just display the badge if the box has been checked!
3 votes -
Invoices - Populate Description when importing with Item Code
When bulk importing invoices, I want everything to have the same item code and description.
BUT when they import, the item description does not pull through.
And the item code needs reclicking to make it pull through.
Therefore, you have to go into every invoice individually.
It should be updated so that when you import invoices, everything pulls through correctly.
3 votes -
Inventory - Automatically copy updated purchase prices to Draft purchase orders
When inventory prices are updated, enable draft purchase orders to also update with these current prices, or am I missing something?
3 votes -
NZ Payroll - Timesheets for contractors
I would like to have my contractor be able to submit timesheets via XeroMe and have the timesheets linked to a "Withholding Income" pay item.
It currently looks like timesheets require a Regular Earnings pay item to be selected before they can be submitted and then approved
3 votes -
Invoices - Option to send our own PDF invoices through Xero
We have our own PDF invoices we send our clients and much prefer these over the automatically generated Xero PDF version of invoice. I know we can upload these into Xero when in classic view but are these the PDF invoices sent with Automatic Reminders when selecting "Include the link to the invoice PDF" or is it the standard Xero PDF invoice that is sent? If not can this please be added as we much prefer our own invoices as much detail goes into them and we are not happy with the overall look of Xero PDF's. We have tried…
3 votes -
NZ Payroll - More employee bank accounts fields
More than four bank accounts for employees: It would be helpful if we could have more than four bank accounts for employee wages to be split into. A minimum of 6 would be good as a few employees have asked for money to be split into more than four accounts.
3 votes -
Reporting - Balance sheet to switch only individual accounts when applying switch rule.
When the Switch rule is set for an account group in Balance Sheet, only individual accounts with negative balances are moved. Please allow option to switch for the whole account group, not individual accounts only.
3 votes -
NZ Payroll - Show Leave type reset date on payslips
Show the next Annual Leave and Sick Leave anniversary dates on payslips so employees know when their next entitlements are due.
3 votes -
Invoicing - DOCX merge field for Payment Currency on Paid invoices
When I send a paid invoice pdf to a customer I would like it to show the original currency and also the currency they paid in. I'd also like it to show the exchange rate of the payment, rather than the Xero calculated currency. At the moment this field isn't available in the docx merge fields.
3 votes -
Ability to print blank cheques
I would really like the ability to print blank cheques. Right now, when you preview the cheque there is not an option for it to be blank. If it was blank, I could have some cheques ready for those times we need one quick, and then I could enter it in Xero after. I am really hoping your team can add this feature, I can't be the only person that would benefit from this. I look forward to hearing from you.
3 votes -
Invoices - Add account overdue pop up
To have an account overdue notice pop up on invoice screen once customer name is entered. If a customer has an outstanding account - the reminder and amount overdue to pop up as a bit of a warning to the owner whether they should be continuing to do business with this customer, or at least until the account is settled. (I believe reckon account have this feature available and at my previous employment we found this to be most useful)
3 votes -
Pre VAT Registration Date - amendments on Vat returns
It would be very useful if Xero stopped pulling amendments from transactions before the VAT registration date onto the VAT Returns.
EG. Some transactions before the VAT registration date had 20% VAT on them, these were corrected after the first VAT return was completed. Which then was pulled onto a VAT return resulting in a reclaim position rather than paying HMRC.
3 votes -
Expenses: Date range for explorer report
The "Explorer" tab in the employee expenses section needs an option to set the date range.
At the moment it is pretty useless as I cant even see what date range it covers - presumably back to when we started using expenses mid way through the year 3 years ago?
It is not meaningful to compare spend by different employees, if I cant do it by month or quarter, when some employees have been using expenses for much longer than others.
An option to compare by employee for selected accounts, and to export to pdf/xls would also be really useful.3 votes -
Contacts - Multiple reference numbers for one Contact
it would be great to be able to have multiple reference numbers for one contact, so that way if you have multiple jobs for one company, it can be under the same name. instead of having to make up multiple contacts for the same person.
3 votes -
Hubdoc - Add/edit line items in the mobile app
I want to be able to add and edit line items in the Hubdoc mobile app so that I can process more complex invoices/bills on my mobile device. Currently I need to use the web app for this and the UX of the whole interface there is very poor – basically just the desktop interface but rendered much smaller – so the experience is quite painful.
3 votes -
Credit Note - Create payment file for cash refunds
There should be an option when refunding money to customers, that we can export the file for internet banking processing?
3 votes -
Navigation - Quick access to last few pages accessed
On the taskbar, it would be useful to have a dropdown option to link through to the last few pages that you have accessed. Maybe the last 10 pages accessed would be good, a mixture of recent searches and recent transactions. I know QBO has this and I use it a lot for navigating.
For example, when I run a P&L and drill down to a specific bill, sometimes I would make an amendment to said bill. When I save and go back it spits me out at the CoA when I want to return to the P&L. So instead…
3 votesHi team, appreciate the thoughtful feedback in your idea here and while not a complete solve for what's being asked I did want to highlight for this specific scenario you may find favouriting reports useful. This will make that report easily navigable from the Reporting menu in our new navigation 🙂
Also, just another tool that might help to find items that have recently been edited - the History & Notes could be used and filtered to quickly see what transactions have been edited.
While we don't have immediate plans for enabling these sort of breadcrumbs our teams are continuously thinking about the logic and flows as they keep developing Xero features.
-
Branding - Enable SKIPIF function in advanced DOCX templates
Please enable the Microsoft Word function SKIPIF for use in docx invoice templates. Currently, we can use the "IF" function in customized invoices to skip item records according to its ItemCode, but as noted by another user in the Microsoft Office discussion, a blank row will still appear for records that meet the filter test. Read a detailed discussion of the issue here: https://answers.microsoft.com/en-us/msoffice/forum/all/microsoft-word-mergefield-code-to-skip-certain/3414ecba-e0c9-46aa-90bb-b5a205d25f5a?page=1
3 votes
- Don't see your idea?