4738 results found
-
Sales invoices - Ability to move fields of the invoice entry screen
We are a plant hire business and have recently started using Xero Projects to measure profitability by project/vehicle. We raise a significant number of sales invoices every day. This can only be done manually so as to match Purchase Order to Delivery Note and other relevant backing documentation.
The project allocation selection is the final entry item, which doesn't run with the order the backing information is reviewed. It would be a great timesaver if the input boxes on the sales invoice creation screen could be moved around.
The above update would enhance our efficiency.
2 votes -
AU Payroll - Option to filter payroll reports by payroll calendar
I'd like to be able to filter payroll-related reports (eg. Superannuation Accruals) by the pay calendar being used for the employee.
Several of my clients have a separate pay calendar for permanent employees and employees (and contractors) whose pay changes from payrun to payrun. This enables them to quickly do pays for permanent employees whose timesheets don't need to be checked and spend more time over those who do. It also enables late timesheets to be processed with less fuss as there's fewer employees to scroll through to add the ones whose timesheets you just received.
When it comes to…
2 votes -
AU Payroll - Add employee invited to Xero Me in Audit History
I love the Payroll Audit History on each employee, though I noticed it doesn't include history on the Employee Xero Me invited. It would be great to have a similar thread to when invoices are sent : date & time of sending and which email it was sent to.
Employees frequently state they "didn't receive the invite", it makes the conversation easier if we can say, "we did, please check ___ email's inbox and junk for an email received at ____ time on ___day"2 votes -
Bank Reconciliation - Optimise mobile browser experience for 'Find & Match'
I occasionally log in on mobile to reconcile my bank feeds, via my browser (Firefox, but the problem existed on Chrome as well when I used that). Whenever you reconcile a payment and the auto-focus moves to the next payment, if there's not an invoice suggestion for the amount, the page zooms directly to entering 'Name of the contact' taking up the whole screen. You have to then pinch the whole view repeatedly to zoom out enough to see the option for 'Find & Match'.
Why would manually entering a name be the default, and not 'Find & Match'? I…2 votes -
New Invoicing remove # from Invoice number
Why is there a # in the invoice number field? I think only USA use this and it's annoying to everyone else.
2 votesHi Claire, I do want to confirm that the '#' symbol is only shown on the view of the invoice in Xero. You'll see once saved or approved only the symbols entered within the field are shown in the Invoice Number column on the list view and this field will show depending ono the branding styles applied to the sent invoice.
-
UK Payroll - Employees work pattern to auto populate timesheets
Can Xero Auto populate the timesheets section from the standard hours, that you can then review and update there.
Can the standard hours set on the employees account auto populate the times sheet so when reviewing you are only working through and making the alterations and not adding them all in when this is very repetitive. It is currently faster to run a draft pay run and go into every payslip and make alterations which is frustrating.
Thanks
2 votes -
Xero Files - Create a transaction whilst viewing the attachment itself
Currently, when an invoice get's sent to Xero, it goes into the Xero inbox. Usually, one needs to go into the attachement itself to view whether it's an invoice or a credit. Once inside the attachment, there's no option to create the bill from there directly. You must go back out, into the list of items in the inbox, click on the three dots to the right to create the necessary document. It would be helpful if we could view the attachement and create the necessary document via that screen, without having to come out of it.
2 votes -
Projects | Timer start and finish time
Project Timer - it would be great when using the timer for it to automatically enter actual start time and end time into the time entry, rather than just a duration.
2 votes -
Reporting - Generate a report that shows Transaction ID
Can we generate a report that included a unique Transaction Id per line, together with the unique journal ID.
2 votes -
User role - Option to restrict project user role access to total invoices or bills
URGENT - Please have a setting to allow XERO subscriber to not allow project user to see the total invoices and billings of the organization. We need XERO improve on this system to create one more layer that allow user STANDARD to
- create quotation, raise invoice and cannot see total organization billing BUT only what they raise and projects that they are involved in.
They will make your system even more powerful! Please review this seriously. Last thing we want is to change to another platform because of this flaw.
2 votes -
Invoice - Ability to show invoices with Korean or Chinese characters
Allow the downloaded PDF copies to show chinese characters and korean characters
Regards, Vivian
2 votes -
AU Payroll - Enter kilometres into timesheet
The ability for an employee to be able to enter the number of kilometres travelled each day. This number being able to filter through to the pay run so the employer can pay an allowance of cents per kilometre.
2 votes -
Bills - Add an Autosave function
It would be really useful if Bills autosaved to Drafts - as happens when you enter an Invoice. Because Invoices are autosaved, you are in that mindset and can often forget that you have to click Save or Approve for a Bill to be logged.
2 votes -
New invoicing - Show discount column when copying an invoice with discounts
new invoicing - when copying an old invoice with prepopulated details, the discount column is not automatically a column, can the column appear automatically please?
2 votes -
Bills - Option to auto apply credit notes and overpayments
Honestly, This is very frustrating that we need to manually allocate the bill credits against the outstanding Invoices, it's taking a lot of time to do so, I highly request Xero to please come up with a solution for this
2 votes -
Invoicing - Create Repeating Invoices via the API
Enable create of Repeating invoices via the API.
I've had a lot of customers who need this functionality, even a basic version, it doesn't have to be full access to do everything.
2 votes -
XPM reports - Ability to match clients to ATO report
Hi People, I run a report where I can match my XPM clients to the ATO report. However, since the single client record merger, my reports in XPM have been detecting the Blue Xero files. In other words, the report cannot exclude the Xero Blue files in HQ.
This is a nuisance because, as practitioners, we need to ensure the currency of our client reports. Can you please create a field that excludes the unrelated data being pulled into the report?
Thank you. I have raised a support case, and they confirmed it is an issue.
The support case number…
2 votes -
Xero Me - Change Expense claimant on Xero Me app
Change Expense Claimant in Expense Claims.
I have a delegate who adds most all of my expenses using XeroMe.They are not an employee rather a bookeeper at the accountant. At present using XeroMe all expeneses are created in their name and in Xero, it states them as an Employee and after saving or submitting you cannot change whom it is for.
In Xero on a laptop, you can change who a claim is for, why is this greyed out in XeroMe?
It should be the same.Also, it would be good to enhance Xero, where you can change the…
2 votes -
Reporting - Ability to 'Save' Custom reports instead of 'Save As'
This is very similar to https://productideas.xero.com/forums/939198-for-small-businesses/suggestions/46454503-reporting-ability-to-save-to-same-draft-file, except that we need this same functionality for reports that have been saved as custom reports. I'm tired of having new copies made of an income statement whenever I add an account and need to change where it is grouped. This should be a simple edit & save. While Save As is needed, it should not be the default and only option.
2 votes -
Sales | List - View check number /payment reference
I would like to be able to see Check numbers in the list of invoices owed. that way when I view a client and their activity ... the invoice shows paid ... I would be able to see the check number they paid with. The reason is sometimes a client sends a check and does not indicate what invoice to apply it to. I normally apply it to the oldest invoice or the month they sent the payment. When they say I paid Feb with chk number 1234, I can look and see what invoice I applied it too and…
2 votes
- Don't see your idea?