4776 results found
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Report Templates | Copy - Client to practice, or client to client
There are a number of Report Templates available in the Client Reports which once adapted would be good to copy either from one client to another or better still from a Client to the Practice Reports, making them available for all clients and they could then be included in Monthly Management Reports.
Currently you can only copy reports within a client or within the Practice Reports and the facility is not available to copy across from one to another
62 votesHi team, back again to share progress on the idea from my lat update. As mentioned our product team are now in the process of developing a way to make reports that've been customised within a clients org available to include in Adviser packs.
I'll keep you in the loop of this feature and when you can start making use of it, here!
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Invoice - Ability to have recall/undo sent invoices
It would be a huge benefit to be able to recall an email (with invoice attached) sent in error to the wrong client.
An invoice has now gone to the wrong client and my manager will now have to have an embarrassing conversation with the competitor, due to my mistake.
62 votes -
AU Payroll | Payroll activity summary report - Select a group of employees
When generating the Payroll Activity Summary report, it would be good if I could select certain employees.
Currently you can only choose an individual or all employees.
62 votesHiya everyone, as you may have seen we've released a new version of the Payroll Activity Summary report for AU and UK versions of Xero payroll. While it's still not possible to select multiple individual employees to run in this report, what you can do is run the report for an Employee group.
At this time we don't have plans for developing the ability to select and run the report for multiple employees, however we'll continue to track this here and update if there's any progress.
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VAT - Automatically calculate VAT using the Marginal Scheme
Ability to automatically calculate VAT using the marginal scheme.
Purpose: To easily show correct VAT amounts when VAT is only charged on the Margin between Purchase price and Selling Price.
62 votesHi everyone, thanks for your interest in this idea.
For now, I wanted to share that we're aware some users have the following process to record their transactions. The example uses a vehicle with a purchase price of £1500, and a sale price of £2000.
- Record the purchase of the vehicle on a purchase Bill for the full purchase price of £1500 with a tax rate of VAT Exempt. So the purchase is recorded in box 7 on the VAT return.
- Record the sale of the vehicle on an Invoice for the full £2000 - using the Tax Exclusive option, and then manually changing the VAT calculated to the required amount - £83.33 (i.e. 20% on the profit of £416.87 or 1/6 of £500) by clicking the small plus box above the Tax Rate.
This will mean that you only charge £83.33 VAT for the overall profit figure, and ensuring the correct amounts are reflected in boxes 1, 3, 5 and 6.
You could…
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Invoice theme - DocX For Receipt, Del Note and Remittance.
Ability to create receipt, del note and remittance using DocX.
Purpose: Users can easily customise their receipt, del note, and remittance using DocX.
62 votes -
Email Settings - customise style
I would like to be able to customise the styling on the invoice emails sent to customers. Changing the colour of the buttons etc.
61 votes -
Invoicing - copy to bill
Give sales invoices the ability to create self-billing contractor bills - the same as billable expenses but for the the sales side, rather than the purchase side. I produce high vol royalties where the suppliers(producers) do not physically bill, but we need to raise the charges directly in line with the sales received. Massively labour intensive and could be fixed with this function.
61 votesHi everyone, to give a bit more detail from our status update a few months ago - The ability to copy to a bill is a feature that the team will be building into the new invoicing experience. They have a few items on their agenda and I want to be open that this is not planned to be delivered until after the sunset of classic invoicing.
For the time being, you'll find you can still copy to a new invoice, quote, purchase order or bill from the invoices list view.
You can get a bit more of an understanding of what's coming from our Xero central page. When there's more news on copy to a bill I'll share this, here.
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Statement - Include invoice description
Ability to have the invoice description on statements sent to customers.
61 votesThanks for your feedback on the thread. Though not useful for all, we did bring attention to the reports that could help some people in the forums here.
We'll continue to consider this and other ideas for customer statements as the platform evolves.
Again not a full resolve but another option that could be handy for some is the inclusion of the Outstanding bills link when sending individual invoices to your customers. Through this, persons of a contact will be able to view and get detail of the invoices they have outstanding with you at any given time.
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Xero Expenses | Labels - Enable filters and reports
Would love for Xero Expense Admin to be able to see Expense Reports listing the Labels, and being filtered/grouped by Labels.
For background, Xero Expense allows employees to put a Label. The Labels can even be pre-set in the organization's settings. But the Xero Expense Admin's don't have a way to report on on expense claims by Labels.
Reporting based on Labels would allow users to tag Xero Expenses for projects for instance.
61 votesThanks everyone - It's good to know how we can enhance Xero expenses for our customers. While we'll consider how we can develop labels in the long term, we don't have any plans for adding filters within expenses or reports for Expenses labels right now.
If there's any updates to share around this I'll definitely share with you all through the idea.
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Advanced Template - Packing Slip as it's own branding theme
Could you please enable the ability to create a custom “Packing Slip” as part of our custom “Branding Theme”? We’d like to be able to send our fully personalized packing slips without having to change the invoice “Branding Theme" back & forth.
Thank you
61 votes -
AU Payroll - Employees - Emergency Contacts and Emergency contact report
Ability to add employee’s emergency contacts and export it.
Purpose: Users can have their employee’s emergency contact in case they need to contact them.
61 votes -
Sales Invoices - Ability to collect an electronic signature
It would be great to send an invoice to a client to be signed electronically, and on signing, the signed invoice is automatically attached to the invoice in Xero.
60 votes -
Permissions - User Roles to Submit and Approve Quotes and Purchase Orders
It is really basic, the permission control is not flexible and give more options. How about to give multiple choosing box for permissions. I want to create a user and give him permission to create and print quotations and a purchase order permission to create and submit for approval. Because the purchase approval permission i want to give to the manager levels only.
60 votes -
AU Payroll - Attach files to leave requests
Hi.
When people put in a personal leave form, can you please add an attachment button, so that a medical certificate can be added.
In Xero Me & Xero.
Thanks60 votes -
AU Payroll - Timesheets for Employees on Salary
Ability to see timesheet function for employees who are on salaries.
Purpose: To make the employees can keep track of their hours without affecting the pay runs.
60 votes -
Aged Payable/Receivable Report - Option to include CIS Deduction Value
Add CIS Deduction value to the Aged Receivables and Aged Payables reports. In the same way Outstanding VAT value is an option to include in the reports, also include CIS Deduction.
60 votes -
Invoice - Show and calculate margins on sales quotes and invoices
Calculating both quotes & invoices, and showing a margin based on unit cost and price, and also setting a price based on a required margin.
Purpose: save time when checking and calculate the costs.
60 votes -
Business Activity Statement - To automatically calculate Fuel Tax Credits
Ability to automatically calculate Fuel Tax Credits in the Business Activity Statement.
Purpose: It can save user’s time when calculating fuel tax credit, rather than doing it manually.
60 votesHi community, we appreciate the interest this idea has received. Sorry we haven't engaged with you on this idea sooner.
We understand being able to efficiently track and calculate fuel tax credits is important to you all who've supported this, however we want to be transparent that this isn't a feature we're looking to develop in the near future.
If you haven't already found a means to track this I wanted to share a method that could help. In Xero you could create untracked Inventory Items for each fuel type. When you enter purchases for fuel, you'd select the appropriate item, entering the number of litres into the Qty field, and the price per litre into the Unit Price field.
You could then use the Inventory Summary report to view the quantity of the fuel purchased during a date range.
If there are any changes around this we'll share with you…
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Sales invoice - Add Notes that are visible to the customer
Currently you can put titles and notes etc on quotes and invoices etc. However the client does not see any of this. This is critical to be able to add notes etc that don't belong on a line item
59 votes -
UK Payroll: Send P45s direct from Xero
At the moment, we can only download the P45 and then email to employees by different software. It would be better if we can just email the P45 directly to employees from Xero.
59 votes
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