4681 results found
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AU Payroll - Copying previous wages across to current week shortcut
It would be great if there was an option (tick the box) to copy last week's wages for the current week for payroll. I have casual staff who sometimes have the same hours as the previous week's so not having to replicate this would be great and the quickest way would be to have a tick the box which can copy it across to the current payroll
2 votes -
Invoices - Tag, Colour Code, or Otherwise Categorize Invoices
It would be really useful if there was an options to tag or colour code invoices in the list view, so that at a glance we could see invoices grouped together for any given reason.
For example most of my invoices are paid via direct debit, so I'd love a way to tag/colour code the invoices that have not yet signed up for the debit system, so that I can see at a glance how many I am still missing and who I need to follow up on.
2 votes -
item codes
Allow "recurring transactions" like in Myob where those users can set a "job" code to a recurring transactions of multiple lines.. allow for a job eg. Service Vehicle. in one code. for several repeating items
- -- labour
- -- materials
- -- epa ...
2 votesHi Brendan, would this be like bundling or assembly items/inventory? If the case, we have a similar idea across here that I'll merge you in with.
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New invoicing - Remove option to Edit Item
New Invoicing - Remove the edit button in the item list. It is inconvenient and makes completing an invoice with multiple items harder than the new invoicing already is.
2 votesAppreciate customers use Xero in different ways, Meradene. Want to be open that we don't have any plans to remove this option, but we'll begin to get a sense of the interest of this from the idea here.
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Reconciliation - Auto fill line with remaining total
We have a lot of transaction that include GST, but only on part of the purchase. (Mobile catering business where we shop a lot in supermarkets.) When adding details, it has been very helpful to have the transaction already split into two lines for GST-able component and GST-free component. When entering the amount of the payment that includes GST, (which has to be calculated as receipts mostly show GST included), it would be great if the GST-free line auto-filled with the balance. Obviously this wouldn't solve every breakdown of expenses, but it would save having to use the calculator where…
2 votesNot something we have immediate plans for but appreciate the detail in your idea here, and we'll start to get an idea of the votes from community in this.
In the meantime, will be dependent on how you enter transactions, but perhaps Bank Rules could enable you to apply based on proportions?
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Expenses - Option to submit NIL mileage claim
Allow users to put in mileage claims at a nil rate per mile.
This would allow the invoicing team to pick up mileage to charge to clients that is not claimed by operational staff: for example, where operational staff have a vehicle provided by the company.2 votes -
Xero Projects - Have an option to "mark all untracked expenses as invoiced"
We have a large project with countless numbers of invoices assigned to the project. I would like an option to be able to "mark all untracked expenses as invoiced" so that we can see what has already been invoiced to the client and so that we can work out more accurate profitability figures. At present, each individual invoice needs to be marked off separately and this can take hours to mark them all off, particularly if the project is large.
Xero currently provides an option to "Mark all times as invoiced", so having the option of "Mark all expenses as…2 votes -
Expenses - Rename "Mileage" claim to "Trip KM's" for countries that use metric system
It would make sense to rename "Mileage Claim" to "Trip KM's" or something like that.
There are only 3 countries around the world that officially still use the IMPERIAL system (Miles). United States, Liberia, and Myanmar.
It's a term that doesn't come naturally to the rest of the world.
In the back of my mind, I feel that I need to do a "KM's to Miles" conversion calculation, for every trip entry. Even though I know that's not necessary.2 votes -
Demo Company (US) - Add the Reconcile Period feature
It'd be great if the new bank reconciliation feature called Reconcile Period was available in Demo Company (US) so we could test it out without impacting live data.
2 votes -
Projects - improve reporting
tihs item is listed as completed, and closed for comment. A shame as it is partially completed only. Project Reports | Option to custom reports
Please give us the option to also edit and custom project reports, I need to add fields, run reports by date and add calculation fields. Currently we have to export available reports and edit in excel, it would be great to do it in Xero.Either I have missed something or you still cannot add calculated fields? happy to by advised and corrected.
2 votes -
Projects - Display potential project margin and variance
To display the potential project margin % and variance from expected invoice and costs as baseline to compare with actual performance. OR allow the project report to be customised to add calculated fields. So staff can instantly see the potential of the project, and look to adjust if necessary before sending to quote or invoice.
2 votes -
UK Payroll - Seamless Payroll Integration with Crezco
To enhance efficiency and save time, it would be highly beneficial to integrate the payroll system in Xero with Crezco Online Banking. This integration would allow wages to be paid directly through Xero, similar to how bills are currently managed. By automating the connection between Xero's payroll system and Crezco, users could avoid the manual process of downloading payroll documents, uploading them to Crezco, and processing payments. This streamlined approach would significantly reduce administrative tasks and improve overall productivity.
2 votes -
Bills - Option to add credit card surcharge
Nowadays everyone include a credit card surcharge when paying a bill. However when the bill is recorded originally, it is without the surcharge. When applying payment to the bill, if we are in the bill screen and we apply an amount higher than the original invoice it records as an overpayment and creates a credit note. There should be an option like in the bank rec screen where it allows us to type in the surcharge so that the surcharge takes the same character as the original invoice. Currently, I have to manually adjust the original invoice to include the…
2 votesThanks for raising your idea here, Carine. Can understand wanting a simpler option to add a credit card surcharge when adding a payment directly from the Bill.
Understand it's not the flow you're looking for here, but one option would be once the payment comes into your bank account you could use Find & Match to select the bill and in the second section you could use the Bank fee option for the surcharge like you mentioned.
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Reporting | Add multiple FY'S as common date selections
Report dates
On financial reports. Instead of last financial year of this financial year wouldn’t it be better to have the years as the selection ie 2024/25 2023/24 2022/23. it will be much quicker to select the year especially is going back further than the current year.2 votesThanks for sharing here, Kerri. Understand why you'd find this helpful and we'll start to get a sense from others that'd like to see this here, too.
I know it's a little different to what you're directly asking here, but perhaps comparison columns and saving as custom could help where you can run the report for multiple date ranges at once and view the comparison across each?
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Reports - Quotes track invoicing
Have a Report that shows all Quotes that have been accepted, but not invoiced. That shows any part invoices that have been raised. We frequently invoice a % upfront, % mid project and then % at the end.
2 votes -
Contacts - Add decent length text field to Financial Details section
I would like to add information such as the date their bank details were changed on Xero and whether independent verification of the new details has been done (and how). This is becoming more important as the number of phishing invoices increases. If possible, the capability to attach a relevant document (eg notification from supplier of bank change) but if not possible, then a decent character length text field (as a comparison, the current Reference field is way too short and doesn't allow puctuation).
2 votes -
Bendigo Bank logo
Can you please update the Bendigo Bank logo to the new and updated version.
Xero currently uses the old logo.
2 votes -
Report improvements for GDPR
Since Xero has little to no features to help manage data privacy, please can we have the ability to show date added on Contacts. Even better, date of last activity - and show them on reports?
If this isn't possible, custom fields would do as notes do not show up on the export.
Thanks
2 votes -
Scrolling through invoices whilst in a contact
I think it would be really beneficial to be able to scroll through invoices whilst in a contact by using forward and back arrows to quickly see the history of all on the invoices entered. It would also be easy to find the most similar invoice that you want to copy.
2 votes -
Bill due date
Hi, you already have a 'bill due date' which you can set up to default to various options but you have to enter a number between 1-31 and we have suppliers who allow us to pay 60 days end of month. Could this be amended?
2 votes
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