4756 results found
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Bills - Include supplier's tax ID on the PDF for US region
The supplier address is shown on the PDF bills, not the tax ID. Please include the tax ID in the bills for US region.
2 votes -
Invoicing - Mandatory contact details
Set a particular contact field (e.g. account number) as a mandatory field, so that an invoice cannot be issued without that field having been added to the customer account.
2 votes -
Bank Account | Always have "Find Bank" feature when adding bank feed
If I already have a bank feed setup for an account and then go to add another bank feed, the system skips the screen where I choose the bank. I have bank accounts at more than one bank and unless I disconnect every feed I have setup, Xero skips the bank choice screen and ASSUMES it's at the bank I already have a feed for.
2 votesHi Thomas, sorry we've not responded here sooner - Are you still experiencing this when adding a new bank account? If so, I'd recommend raising a case with our specialists at Xero Support to confirm why you're not receiving this option when adding a bank account in Xero, as this does sound like out of normal behaviour.
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Chart of Accounts - Bulk delete archived codes
Could an enhancement be made so we are able to delete archived codes in bulk, either at practice level or client level, rather than having to do individually? would be helpful
2 votes -
Bills - Move the New Bill button to the top left, to match the Invoices screen
On the Bills page, the New Bill button has been moved top right. More distance to travel = more time wasted. Need to look harder to find it too because it isn't where it was and the New invoice button still is. No - the new colour doesn't help that much as I am colour blind. Could you please move the New bill button back to top left of the screen like the New invoice button ?
When I enter a bill where there is an outstanding credit, I go and Allocate credit. Great but after doing that the screen…
2 votes -
Bills - Automatically calculate Unit Price from a Quantity and Line Total
I have a bill to enter from a supplier with around 40 line items.
The supplier does not list unit prices on their invoice, so i do not have accurate unit prices to enter for each line item to match the line item total.
This means i have to calculate and enter each line item unit price individually in order to match each line item total.
If i could enter the line item total and qty, with xero automatically calculate/enter the unit price, this will make entry of these bills significantly quicker.2 votes -
Short Term Cash Flow - Filters
Being able to filter on the Short-Term Cash flow would be very helpful. For example, if I create an invoice but haven't sent it yet, it's included in the projected income, but if I can tell the report to only show invoices that have been "Sent" it would only include invoices that have actually been sent to the client.
2 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.
2 votes -
Include dates on cheques under date to comply with CPA requirements.
Xero needs to include the field indicators on their printed cheques like all the other Canadian compliant software companies.
Right now Xero directs Canadians to have their printer include the field indicators on the preprinted stock, but this makes alignment very difficult and most printers won’t. Even the companies that they suggest to provide the stock do not include it.
2 votes -
Hubdoc - share and upload documents from device drives
Why can't you open a document , press share and the doucment filed into Hubdoc in the same way you can with Xero Files where want to push into Hubdoc initially?
Also you can seem to add PDF file types (that are not photos taken previously and stored in your phone gallery) with or without downloading the PDF document onto your device first - why is that?
Is Hubdoc a proper document storage facility?
2 votes -
Add employees to tasks in bulk
Ability to add staff members to tasks in bulk rather than having to do them individually to each client.
2 votes -
Xero dashboard - Ledger Only Client dashboard
For Ledger only clients, who dont need or use the dashboard, there should be an option on the dashboard edit to identify the client as a "Ledger Only Client".
2 votes -
Payroll AU - Display specific employee details in a draft payslip
Display employee information such as Employment Basis, Employee Group etc next to the employees name when in a draft payslip.
2 votes -
Contacts - Select categories of emails to receive
In the settings for Included in emails be able to specify which emails. For instance you have two people who receive and approve quotes. You don't want to send quotes to the account that processes invoices. The account that processes invoices only wants invoices and the people who approved the quotes don't necessarily want to be copied in on the invoices.
I imagine this would be a tick bock for Quote, Invoice, Credit, Purchase order, Bill, next to each include in setting.2 votes -
AU Payroll - Option to add Leave Loading to Rostered Day Off (RDO) leave type
Would like the option to enable auto leave loading to other leave types other than Annual Leave
Currently leave loading is only enabled for Annual Leave. We have casual workers who are accruing RDO (Roster Days Off) per EBA and Award. Every time they take RDO, we have to manually add 25% casual loading on top.
I did think about just embed the 25% into normal rate but that will ruin the overtime calculation. I.e. for double time penalty rate, casuals get x2.25 but if I embed casual loading in normal cost it would be x2.5 (1.25x2).
I understand that…
2 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.
2 votes -
Reports - Add "Transaction Modified Date" column in Reports
In Account Transactions reports, you should be able to add a column for "modified date". This would be extremely helpful when reconciling between information submitted to HMRC and the information in the nominal. I am no QuickBooks fan, but this is one feature that they have that Xero does not.
2 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…
2 votes -
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
2 votes -
receivable invoice summary report - list payment amounts and dates on
list payment amounts and dates on receivable invoice summary report
2 votes
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