4318 results found
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Gusto integration - Change sync to avoid creating multiple bills
We create contractor bills within Xero as a way to view and track upcoming bills, but we pay them through Gusto. When we make the Gusto payment, Gusto generates its own bill in Xero, leading to duplication.
As a current workaround, we delete the Xero bill once Gusto posts the payment transaction in Xero. At that time, we also attach PDFs of the invoices from the contractors to the Gusto bills.
Can you provide a way to prevent these duplicate bills?
1 vote -
Profit & Loss report - Show account names on 1 line.
Profit & Loss report: Show account names on 1 line.
The new report has account names over 2 lines, so makes the report extra long, and not very easy to view on the screen. Analysis becomes less efficient.
Prefer the old version report "look". We were able to see the business at a glance on fewer pages!Also, the extraction to excel now has merged cells. Have to unmerge and manipulate before using the report. Again less efficient.
1 vote -
Projects Reporting - Show description and reflect payment on bills and invoices
Projects, should show full description of Bills & Invoice details, and include partial payments & credits allocated to the Bill or invoices in Projects..
1 vote -
VAT reconciliation report - Highlight that report only works with older version of non-MTS VAT Return
The VAT reconciliation report is still listed in the menu of reports, however there should be a comment somewhere in the report that says that it doesn't integrate with VAT returns filed under MTD.
This will avoid staff who are unaware of this, trying to make sense of it.
Maybe just completely remove it.1 voteThanks for the feedback, Andrew. This is something that's noted within the help for this report but appreciate wanting to see this more predominantly in the product.
No changes at present but we'll let you know if there are any made, here.
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Project reports - Filter by invoice status
Please can we have the option to drill down a project summary/project financial report to only include submitted/paid invoices and to be able to have the option to exclude draft invoices
1 vote -
Custom Reports - Add cashflow chart to custom report
I have successfully managed to create a custom report.
I now want to add on rows which give me the opening and closing balance each month to get a 12 month cashflow. Is there a way I can do this from the statement of cash flows (using the cash and cash equivalents at beginning and end of period)
When I try to add rows to my custom report it doesn't seem to offer to add, but only to group item is this something that could be considered.
I work for several charities and this report showing money in bank at…
1 vote -
Sales invoice - Ability to create a without setting up a contact record
I need to create an invoice template that has free typing for the customer and address. We often have customers visit that are not our usual customers. We dont want to create a new customer every time someone comes in the door. We will allocate to Works (set up as a cutomer) but need a box to free type their boat name, address ect.
1 voteHi Andy, from your description it sounds like you may need to hold and track details of these sort of customers for a limited time? As you've found to do that atm you would need to create a new contact record. However, to keep things tidy you could look at adding a generic term or character at the start of the contact name and merging or archiving these every so often so you don't have too many contacts listed in your org?
While we'll get a sense of the interest surrounding this on the idea here I want to be open that we don't have plans for this sort of thing any time soon.
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Blank Reports - Apply common date formats
I am having some difficulty with "Blank Reports". I designed a small divisional report which included only a small percentage of my P&L accounts. I tried to select a date range which is offered but doesn't work - the only date range that works is the current financial year. If you want to look at last month, last quarter etc - no luck.
When I brought this to the attention of Xero, their response was that feature isn't available - then why is it a report option. Their suggestion was to modify the P&L format which has date options that…
1 vote -
Bills - Allow the ability to enter .01 instead of having to enter 0.01 in Total field
Fix the Bill Total field to allow regular number input ability.
Specifically, allow the ability to enter .01 instead of having to enter 0.01 which is very unnatural. So, disable/remove the logic that requires the Bill Total entered to start with a number.
Use Case
- We get numerous invoices with a $0.01 total where the product may be an allocation or new line incentive. I constantly get a Bill Total mismatch because I enter the Bill Total as .01 which results in $1.00 bill total instead of the expected $0.01 bill total.
Secondary to this primary fix - Allow…
1 vote -
AU Payroll - Duplicate pay items
Function to duplicate a pay rate category.
For example, we have 1st, 2nd and 3yr apprentices, all on different base rates of pay, plus they also have different rates of pay for day shift, night shift, working on site, working in the workshop etc. XERO doesnt allow me to only calculate super on ordinary hours when i have so many different pay categories as it cant determine just 'ordinary hours"... so for each of those rates i need to have sub categories.... Onsite day shift - OTE and Onsite day shift - ADDITIONAL HOURS Onsite night shift - OTE and…1 vote -
Bank Rules - Mix 'Any' and 'All' rules
When setting up bank rules there are times when the flexibility of a string search is great and ANY should be applied, but some times a amount limit is needed to distinguish different nature of the spend. EG small spend at a service station might be a drawing rather than a fuel item.
1 vote -
Purchases Overview - Quick link to Aged payables report
Would be handy to have a link on the horizontal navigation bar of the purchases overview - direct to the aged payables report
1 vote -
Fixed Assets - Find and Recode
Requesting to add find and recode option for Fixed Assets also
1 vote -
Reports - Include which bank account an amount was reconciled to
Please could you add a code column on the Account transactions tab under Bank Accounts to show which account the amount was allocated to.
1 vote -
Send invoice - Drop down to select email address
I normally send invoices to the main accounts email address and the person who actually ordered the service to let them know work is completed and invoiced. This was well supported in classic invoicing with a drop down list of the previous 6 invoices enabling to easily pick the appropriate person who ordered. This feature is not available in new invoicing and it is time consuming to search email address of the ordering person and copy to new invoice email, if this feature can be reinstated will be appreciated!
1 vote -
Quotes | Search by Item or account
Quotes/Sales Overview
Be great to search by account in addition to current fields. For those business that need to track quotes based on product or brand or account, this would allow a business to see activity and also follow up quotes from the one screen. hope that makes sense.1 vote -
Account Transactions - Add transaction notes with CSV statement import
In Xero it is possible to add notes to spend money and receive money transactions, however, this field is missing for imports. The import documentation doesn't show a notes field:
https://central.xero.com/s/article/Import-a-precoded-CSV-bank-statement
The Description and Reference fields are intended to be from the bank statement, however, Xero has a notes function once you enter a spend or receive money. That's where I want to add a note during import.
Please add this feature.
Thanks
1 vote -
NZ Payroll - Annual earnings certificate for contractors
Currently we have employees and contractors paid fortnightly through payroll. When printing annual earnings certificates the cert list contractors as employees rather than contractors and scores xero's for kiwisaver deductions and other taxes etc.
We need to be able to print different annual earnings certs that reflect info for employees, and reflect info for contractors with different titles on cert as contractor, not employee.
1 vote -
Sales | Invoice List - View user that raised
I would really like to see who raised an invoice when it shows on draft invoices page in Xero
It is a pain opening the invoice to see this.1 vote -
Hubdoc - Forward etransfer docs to hubdoc to record transfers in Xero
HubDoc has etransfer option but only supports between non-asset etc accounts. We receive documents each time a transfer between bank accounts occur - or holding accounts eg: stripe payments into our transaction account. Would be great to be able to forward these to hubdoc and the transfer be recorded. Right now, its a manual transaction to be done in Xero.
1 vote
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