4756 results found
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Invoicing - Exempt flag for non-taxable lines
When using the new Avalara auto taxes, the options are now show every line item tax rate, even if it's except. This is not right. Tax Exempt lines should show Exempt, just like they did with the manual tax entry. My clients are confused why every line item shows a rate rate, even if it isn't being taxed. In the business AND accounting world this is not right. Only items that are being taxed should show tax rate.
2 votes -
Xero App - Show Product & Services on mobile app
On the Xero mobile app, it would be great to be able to search Products & Services. If a customer wants a price on an inventory item, I have to create an invoice or quote, then add an item to see a price. A Product & Services link off the Dashboard would be very helpful.
2 votes -
Reports - Notify users when reports are published to an organisation
Notify Client when reports are published to Xero! Each month I publish client financial statements to the clients Xero company. It would be incredible it I could send a message through Xero to notify clients that their reports have been published! Life - changing - Incredible!
2 votes -
Expenses - Add inventory items
Critical to add the Inventory ITEM in the EXPENSE CLAIM so employees can add this on their company Visa charges
2 votes -
Payroll - View Pay Run per Employee
It would be great if there is a way to quickly view all the pay runs for a specific employee, without the need to go through 'Pay employees' under the 'Payroll' section and opening every pay run individually.
2 votes -
Manager Approval for Timesheets
Manager Approval for Timesheets - Weekly
2 votes -
Watchlist - Ability to toggle off MTD and/or YTD
Watchlist - Ability to toggle off MTD and/or YTD.
When using Gusto payroll the Xero Book balance for the checking account is not affected until the checks are cashed. I have added the Clearing account to the Watchlist but the MTD number is of no value. The YTD balance shows all checks still outstanding. Users can then manually deduct from book balance to know what's really available. So I'd like the ability to show/no show MTD and YTD by options to turn each on or off in the watchlist dialogute for each chart of account item.
2 votes -
Invoicing - Keep a record of all invoices sent before changes are made
We sent an invoice to a customer that had the bank details for payment added into Xero incorrectly on our end. Error has since been corrected, but customer has the initial Xero-generated invoice with the incorrect details. When I view the invoice in Xero now, it shows the correct bank details. Is there a way to find/see the invoice that was sent with incorrect details?
2 votes -
VAT Return - Exclude adjusted rounding VAT transactions of 0.01
On VAT returns, there are "ADJUSTED" columns. This is a good idea as it can highlight mistakes, but it also picks up any auto-rounding error created by Xero itself, always of £0.01. This is annoying as it means each of these "Adjusted" entries needs to be checked.
My proposal is to not include any rounding errors of £0.01
It will save a lot of time having to go through every "adjusted" item, as it would whittle them down to only ones with real error.2 votes -
Reporting - Include unbilled, approved Purchase Orders in Management Accounts
We currently use a custom report for our management account reporting which is basically full year budget buy account code, budget YTD, Actual YTD and variances to show remaining budget YTD and remaining annual budget. We would like to be able to add a feature that includes all approved orders not yet billed so that our stakeholders can actually see the true budgets remaining to enable them to make informed decisions about future spend.
2 votes -
Bank Reconciliation - Suggest a choice of similar Bank Rules to match from
In some instances we have matchable bank feed lines which need handling on one or two different way.
For example, A refund might be vatable or non vatable depending on the customer
A staff payment might be payroll or it might be expensesIt would be nice here to have 2 rules with identical match perams, but alternative line handling and xero could suggest both of them in the bank feed. OR when you click "Don't apply role" it would suggest the next one.
As far as I can tell the first rule that matches in the list is the…
2 votes -
Purchase Orders - Automatically Email when Approved
Once you approve the purchase order a pop up or a drop down on the approval button to be able to select 'approve and send' automatically, our organization doesn't require higher management approval to purchase, I enter and send immediately..
2 votes -
Invoices - Generate email delivery receipt
When sending an email from an email client, you have the ability to ask for a delivery receipt - for notification when the email arrives at the destination server. I'd like the same ability when I send an invoice by email from Xero.
Currently, in order to get an email delivery receipt, I have to send the invoice to myself via Xero (so that I have the links in the email correct) and then forward using an email client to the customer. Obviously, from an audit trail point of view, this is suboptimal.
2 votes -
Navigation - Add support for Opera Browser
It is time to add support for alternative browsers than just the big 4. There are many privacy and security benefits with browsers like Opera, compared to say Chrome. And not so much tracking and privacy impacts.
2 votes -
Payroll - Decline holiday requests if balance is zero or negative
Holiday requests automatically declined if holiday balance is '0' of minus value.
2 votes -
Contacts - Integrate with details registered on the Companies office
Part 1: Integrate with Companies office NZ (or similar) so that when I enter the name of a new contact it looks for the details of the company published on the companies office / NZBN. This could reduce data entry and validate that the name entered is a real company, accepting it wouldn't cover other entities.
Part 2: When a company status changes (e.g. goes into liquidation) you could show Xero users a warning, could do the same for company name & address changes etc..
2 votes -
Contacts - Recognise a customer code aswell as the name
Recognize a customer code as well as the name. This makes the name unique and no need for adding special characters to make a name different.
2 votes -
API - Update all Contact fields via the API
During the creation process, we should be allowed to update all fields necessary on the Contact record.
Example I have at the moment is one of my customers needs to set their clients details within Xero so they can invoice them correctly. At the moment we can't use the API to set the Website field.
2 votes -
Bills - Don't change the Description when editing the Item column on lines
When editing a bill, say the item column it removes the data that is on that line. Can this be avoided?
2 votes -
AU Payroll - Pay run history to show number of employees in each pay run
When looking at the Pay Run / Pay Run History page, please add number of employees in each pay run to the overview. We report on this each pay period and would make more sense to be shown here then having to click into the pay run or
2 votes
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