4699 results found
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add reference field into the subject of a receipt email
I would like to be able to add our reference field to the receipt subject & possible the body email so the customer can tell what the receipt is for at a glace.
1 vote -
Bills - Show tracking categories on PDF bill
Bills - Include functionality in Xero to print bills with tracking categories of bills in the print PDF function
1 vote -
Xero Verify app
Allow MyIR account to be added into the Xero Verify app.
1 vote -
NZ Payroll - Employee leave sort by first name
Can you please consider adding an option under Employee> Leave to sort by employee first name. You already had an option to sort by surname however it would be great to also be able to sort by first name. Thanks
1 vote -
Report needs to have matching data for Total Cash In and Out dashboard widget
Need the report linked from dashboard's Total Cash In and Out to MATCH to the data shown on a report.
Right now it opens up a Bank Summary report which includes transfers, but even after removing transfers from the equation, the numbers still do not match up on the cash flow widget. I can't verify the cash flow widget's numbers.
1 vote -
Credit Card due dates
Given XERO is pulling in credit card transaction details can they pull in payment due dates to help manage timing of payments? Could be as simple as a "Payment is due" flag that a user can manually turn off if they want after paying.
1 vote -
Inventory - Include Purchase Orders in the Latest Transactions
Items - under Latest Transactions, include quotes, draft invoices and purchase orders.
1 vote -
Creating budget in petrol service station business
I'm in a petrol service station business and would like to create a budget using litres sold/purchased as petrol prices fluctuate monthly.
1 vote -
Bill Payments - Automatic upload of payment files in the bank system
Dear support team,
I use Zero mostly to run payments and upload them in the bank system. I am trying to make my work easier as currently Zero has very limited features and I have to do a lot of work manually. I need to be able to download payments files from Zero in CSV or XML format and then automatically upload them in bulk in our bank system. The upload must be done in the right bank account and show our account number, the beneficiary, the amount of payment, currency, value date, status of the payment file and, most…
1 vote -
Budget manager - Archive tracking budget if tracking is archived
Budget Manager - Ability to Archive old budgets that relate to archived tracking categories.
At present the budgets still appear within budget manager even though linked to an archived tracking category. It would be great that when you archive a tracking category that the budget is archived along with it or just the ability to archive old budgets in budget manager. At present you can only delete so you lose that history.1 vote -
New Invoicing - Highlight relevant items when receiving 'account must be valid' warning
I recently encountered errors like "account must be valid" when updating invoices. It is important to list and/or highlight the relevant rows or item nos in the error message.
1 vote -
Add icon to transaction to show if got documents
Show a Icon when viewing a list of Transactions to see if the transaction has any documents attached.
1 vote -
Checks - URL for a specific check
Allow linking directly to the details of a specific check (used to pay a bill). Something like: https://xero.com/check_id_goes_here
When we export checks from our ERP to Xero, we store the Xero check ID in the ERP. It would be very handy to be able to link from the ERP directly to the corresponding entry in Xero.
1 vote -
Attach Notes to the month column.
Attach Notes to the month column.
I produce monthly P&L custom reports and add explanatory notes for large variations etc., when I add a new month column, the notes are stuck to the column number rather than the month, eg. I add January, but the variation notes I entered for December are now on the January column and I have to unattach them then reattach them to the correct column.1 vote -
Bank Reconciliation - Show current bank feed balance
Add the ability to display the current actual bank balance from the bank feed alongside the statement balance and Xero balance. This would help users quickly see their true available funds without needing to log into their bank separately.
Currently:We can only see the statement balance and Xero balance
Must log into bank separately to see actual current balance
No way to quickly verify available funds within XeroProposed Solution:
Add a "Current Bank Balance" column that pulls the real-time balance from the bank feed, similar to QuickBooks Online. This would:Display alongside existing balance columns
Update automatically with…1 vote -
VAT
Hello,
VAT on services is claimable up to 6 months before the day of registration, would it be possible to have a special VAT code for it or find a way to include it on the first VAT return?1 vote -
automate remittance advices for xero pay
Automation of remittance advices being sent once payment batch is approved with Xero pay. Currently they are sent individually once the batch is approved and shows up on the bank account transactions list. It would be great to be able to send them out as a batch once the batch payment is approved. Also would be good if you could deselect any that you don't need to send out should that be the case.
1 vote -
Bills to Pay - Sort Draft Bills by order date/time created
Hi,
We would like draft bills to be sortable by order inputted.
We are using AutoEntry to post invoices but Xero changes the order that the invoices are being entered.1 vote -
1 vote
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UK Payroll - Extend SSP without reverting pay runs
SSP EXTENSION; There needs to be a way of extending SSP
Most people who are off sick are not aware of when they will return, it is often necessary to be able to extend SSP. It is not acceptable to have a process that requires reverting payroll. I am still trying to get almost £5000 back from HMRC because Xero reported the variance in April as an additional payroll & the YTD figures have not corrected the issue. Reverting payroll should be the very last resort & not used for something as standard as stat sick leave.1 vote
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