4651 results found
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Batch Deposit - Search and select on Awaiting Payment screen
Currently when selecting invoices to include in a batch deposit you can only select what's on the current screen, when you click to the next screen you lose the selections you made on the previous screen. I have thousands of invoices awaiting payment, even with the max display amount of 200, it's 30+ screens to scroll through. I have to create multiple batch deposits in order to capture everything that's being taken to the bank that day. Please add a search field that will save and allow multiple invoices to be included in batch deposits.
1 vote -
Bank Feed - J.P. Morgan Chase CHASAU2X
Bank Feed - J.P. Morgan Chase
For Xero to expand their bank feed connections to develop feed that supports J.P. Morgan Chase bank
CHASAU2X
1 vote -
Reconcile period - Tab from Start date to end date
Fix Tabbing issue when creating reconcile period. When creating a reconcile period I enter the first date of a Statement Date Range, hit tab and instead of going to the last date of the Statement Date Range where it should go, it weirdly tabs to the opening statement balance, forcing me to go back and click on the ending date box.
1 vote -
Quotes - Feature to hold Supplier Quotes
It would be really useful to be able to put my supplier quotes on to Xero as some of my jobs have numerous quotes from different suppliers. It would make it easier to compare them and then generate our own quotes to our customers from these.
1 voteHi Zoe, could you use draft purchase orders as a means to record a quote you've received from a supplier? Once confirmed with your customer you could delete the unneeded purchase orders and create a quote for your customer, or it's possible to Copy a purchase order to a draft invoice which may be an option?
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AU Payroll - Use multiple pay items for employees annual salary
Currently in XERO if you use more than one Ordinary Time Earnings Pay Item per employee the Annual Salary Calculation on the Payslip is incorrect. Using more than one is useful as there are some employees I like to apportion to 2 x areas. Example: It might be 1 day a week on Admin 4 days on Production. Whilst we can do this currently in XERO, as noted above the Annual Salary is incorrect. So - either - separate the Salary field from the Pay Item or change (fix) the way XERO calculates the Annual Salary. Note I am aware…
1 vote -
JAX - Prompts for Bills to Pay
I would like to be able to use JAX prompts to search bills to pay or to ask general questions about previously paid bills.
For example:
- Show me all the bills paid to supplier X before/after invoice date [insert date]
- Show me all the bills for this amount [insert amount]
- Find all the bills that were created with Tax Inclusive (or Tax Exclusive or No Tax).
- Start a new bill for supplier [insert supplier name] with the following item codes [insert list of item codes]
Currently, JAX doesn't seem to have any knowledge about bills.
It also seems to assume…
1 voteThanks for your feedback, Mark. I've made sure this is shared with our product team.
We're continuously looking to prioritise use cases which our customers get most value from, so it's great to hear other ways you'd like to use JAX, here.
We'll keep you updated as we introduce more use cases.
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Invoice Date items & repeat invoice
What Xero management fail to appreciate that having this feature they will obtain a substantial number of customers who need this feature and many more that are using QuickBooks. If anyone know of an alternative please share on this channel. I'm exploring Thriday to make this feature available soon.
0 votesWhen you say invoice date items - is this for the ability to add dates to each line of your invoice, Sam?
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Invoice List view - Upload invoices (like you can with bills)
Having the ability to upload invoices in the same manner as the recently introduced bill upload would be great addition for those users who run industry POS software that generates sales their invoices and stock and ordering management.
1 vote -
Validity period for Tracking Category
We would like the possibility to assign a validity period to each new "Tracking Category" entry.
This would mean that you don't have to see all options every time the Tracking Category drop down list is selected e.g. when entering an invoice.
It would also help to limit the Tracking Category options available to employees, for example, when they enter their expenses.
1 voteHi Amanda, Tracking was originally designed to be used as a way to track and monitor parts of the business that did not have a lifespan like departments. Appreciate there are many different ways our customers have grown to use tracking, and we'll start to track the interest in this through your idea. But do want to be open that we don't have any plans for this at present.
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Repeat invoice - Create a placeholder for the tax year e.g. 2025/26
In repeating invoices we often use the tax year mostly in this format 2025/26 but also 25/26.
Whilst we can use placeholders [year]/[year+1] to give us 2025/2026 it is not ideal and this would need changing after the December invoices which is administratively the same as manually changing the tax year in the invoices at the beginning of the tax year.
It would be good to be able to use [taxyear] and not have to change it again.
This would be really easy to implement, therefore it probably will be overlooked. Here's hoping.1 vote -
AU Payroll - Customised payroll report for multiple pay items
Create a customised payroll report to include multiple but not all pay items for a specific period. As an example - view all overtime payments for relevant period
1 vote -
email template placeholder option
Can you add a placeholder option for Overdue Invoices so that a statement can be sent out stating the amount that is currently overdue, not just the outstanding balance.
1 vote -
JAX - Ability to move icon
Move "jax" and the new "Apps" icons into the Company Drop Down on the right hand side so they don't clutter our tool bar and you can go in there and chose to activate them or not.
Give us some choice please - I'm not loving having the search icon so far over now, as it has to make space for these 2, which I will not be using.
p.s. I did sign up for the Beta of jax and the first answer was wrong...1 voteThanks for your feedback, Rachel. I've passed this onto our product team.
We don't have any plans for changing the placement of the JAX icon atm, but it'll be good to get a sense from the community that also feel this way, here. We're keeping a close eye on feedback, and I'll let you know if there's any news to share with you here.
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Find and Recode - Option to recode reference
Find & Recode - Reference field
There is an idea posted that says you can already add or change tracking through Find & Recode. I have just been advised in Help by a specialist that I cannot add or change the Reference field of the Invoice Number field for multiple transactions as a group. Even though the Find and Recode article online AND the answer to the previous idea says that you can. Having to manually update the Reference one by one on each transaction is frustrating and time consuming.1 vote -
Sales Invoice - Ability to enter new contact first/last name from an invoice
When adding a new contcat from within an invoice, it would be useful to be able to add the contact first/last name. Currently you can only add the business name, email, phone number and addresses. That means unless you open up the new contact in a separate page to add in the contact first/last name (which is time consuming), then when the invoice is completed the email cant be addressed to the person's name. Would be much simpler to have first/last name field within the new contact section of the invoice.
1 voteHi Lee, just to make sure I've got this right - When you say you'd like to add the contact first and last name this would be for the person on the Contact record?
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Reporting - Add a Project column to the Supplier Bill Activity report
Add a 'Project Assigned To' column to the Supplier Activity page to readily and easily be able to find a particular invoice without having to click into each one.
1 vote -
AU Payroll - Subscription for Contractor's Super Only
I would like a subscription option for a "super only" payroll for 20+ contractors. I do not need all the payroll functions as these are contractors who I pay from an invoice, but I do need to pay their super. There is absolutely no need for me to pay for the top tier payroll subscription, when we only have 2 people actually on payroll, but 20+ people who we need to pay super to.
1 vote -
Find and Recode - Cash Mode
To be able to use Find and Recode in Cash Mode. This would make searching for and recoding payments of bills and invoices within a time period much easier. For example, when a client becomes GST Registered and payments from a certain date need to have GST applied.
1 vote -
Invoice payments - Search when allocating credit notes, overpayments or prepayments
Please add to product ideas to have
* allow search feature to allocation screen if the above is not possible1 voteHi Leonie, when you say allocation screen would this be when reconciling your bank account? Or another screen that you're referring to?
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Bank Rule - Part pay existing bill (like the split function)
Ability to set up a bank rule to pay off an existing bill that is paid in monthly instalments. Currently have to manually allocate the monthly payment to a bill using the match and split function but it would be useful if a rule could be set up for this.
1 vote
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