4769 results found
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Assign bill to entity to a Contact
It would be good to have a feature in Xero invoicing wherein we can set up the end-user as contact then assign the relevant Distibutor/partner as the bill to entity. Then in the AR Aging report, both end-user and billed entity (i.e.Distributor/Partner) should be shown.
1 voteHi Corazon, to check in on your idea - would this be much like the ability to assign a billable expense within a bill or expense item at present?
Appreciate there's not much reporting on billable expenses in Xero atm, and we likely have an idea I can merge yours in with. Wanted to see if this is the feature you're interested in here first though. Thanks
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Payroll: Submit reimbursements and allowances for approval
Ability for reimbursements and allowances to be submitted by staff and approved by managers similar to the way that leave is submitted and approved.
1 vote -
Bank rules - Ability to Gross up
Need to allow bank rules to gross up. I want to apply a bank rule to say the net received is net a 2.2% fee. I want to be able to compare different fees I am charged via websites, Stripe, Square Reader, Paypal etc.
You have to enter bank rule for each amount you charge. You only allow a rule to be split to 100%, it should be able to gross up. As such net received $97.80 is $100 (Sales) and 2.2% or $2.20 of gross sales (fee exepnse).
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AU Payroll: Show all employees on one page in draft pay run
Have 1 page with all employees (items) instead of the max 50 per page when processing a payroll.
1 vote -
Cheques(CA) - Ability to show Account Number/s
Can we display the GL Account Number(s) on a cheque? This helps us with reconciling/troubleshooting.
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Hubspot integration - Unlock invoicing for EMEA Users
The Hubspot CRM integration for the EMEA region doesn't offer the option to 'Get invoicing'
1 voteThanks sharing with us here, Haider. Not something that we have plans for extending the integration for at present, but we'll start tracking the support in this here and let you know if there's any plans for change.
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AU Payroll: Edit column length in timesheet approval
I am wanting to configure the view of a timesheet in Xero. I would like to be able to view the full earnings rate when processing timesheets. We are currently in our peak season and have a huge amount of timesheets which we export from a different system into Xero. At present as a double check I am having to physically click on the earnings rate to view the entire name as it doesn't display. We added Time Sheet tracking to the timesheets which is causing the view of the pay item to be smaller but if we could make…
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Xero Accounting app - Set default behaviour for 'Send me a copy'
When sending an invoice from a mobile device, remove the “send me a copy” button, or at least let us make a one time adjustment to stop having to turn it off every single time.
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Xero Accounting app | Bill - Add currency to the main view for Create bill
As you can see in the attached pictures, the "New bill - screenshot 1" shows the information to key in when we want to create the bill. As we have many expenses in different foreign currencies, we need to add the currency unit to the bill. We have to open "Optional details" to add, as in the picture "New bill - adding currency".
It would be great if we could set the field "Currency" to be mandatory, so this field is always on the main screen and we don't have to open the "Optional detail" every time we create the…
1 vote -
Financial Settings: Show warning when editing VAT Accruals basis
When changing VAT from Accruals to Cash or Visa Versa there is now warning or link to article on tasks to be performed. It is too easy to just change and the user is not warned of consequences or actions to take. Further the Audit Log does not publish this in history thus you have to contact support to find out whom did it.
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Projects - Unique email to send estimates for auto creation in Xero
- Dedicated email address to submit supplier quotes to Xero (like the email used for bills)
- Once in Xero can create the estimate, add mark up etc and assign to a particular project
This would be a huge time saving feature for me to be able to quickly add supplier quotes for a variety of different projects on the go at once and a faster creation time for a quote. At the moment this is a laboriously time consuming process.
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Xero Accounting app | Dashboard - Show Pre tax profit
I want to show my operating profit pre tax on the mobile app dashboard.
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Reporting - Net Sales
To have a report for NET Sales for a month. Currently there is a report that only shows what's payable with VAT (not all sales are vatable) so, when trying to reconcile with the in-house ordering program it becomes a whole big xcel spreadsheet exercise...... takes to much time. the report also includes Prepayments which are not goods sold, but money transactions in advance
1 voteHi Zoe, does the Receivable Invoice Details report meet your needs here?
You can add Net and Gross columns to the report, as well as filter by Status if needed to zone into a group of invoices.
Once you have it set up for your needs you can save as custom to access the report with this setup anytime.
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Singapore Tax - Group filing for GST F5
We have a few Singapore entities on Xero. They are all registered under one Group GST registration. It would be good to have a function to consolidate GST reporting under the same GST registration number as they are related subsidiaries.
Thanks.
1 vote -
AU Payroll: Show timesheets on dashboard
Once a timesheet has been approved, I think it should show on the dashboard under bills to pay. We have varying numbers of contractors each week (sometimes many, sometimes only 1 contractor) which makes it difficult to know at a glance how much we owe for their wages each week.
1 vote -
Xero Central | Discussions - Filter topics by date
The discussions topics in the forum. I cant filter by most recent
1 voteThanks for your feedback, Helen. Always good to hear how we could be improving the community for all our users too! 🙂
Appreciate not possible from the Topics list in Xero central atm, however just in case you hadn't seen you can use the search bar, select 'Discussions' to filter the content and you'll have sort options of Relevancy, Newest & Oldest. We'll keep an eye on the appetite, and I'll share any plan of change to the navigation with you here.
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Sales invoices - Apply base discount to all invoices
1.To be able to set all invoices without having to input each time the discount rate.
2. when downloading the transactions report to be able to elect P&L or Balance sheet codes only, quite time consuming clicking on each code to include.1 voteHi Hermione, 2 distinct ideas in the one here - I've adjusted the title of your idea to reflect your first and welcome you to start another for each other idea you have.
Currently there is the option to apply discounts at a customer or inventory item level. Once set this discount will be applied each time they're used in your sales invoices - This might help streamline your discounts when working in Xero.
Keeping each thread to one idea means others in community clearly understand what they're supporting as well as when sharing the support back with our teams here at Xero.
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Barbados | Annual Tax Reporting - Contractors & Miscellaneous Suppliers
In Barbados, we must annually provide a Goods and Services report to the Barbados Revenue Authority. This is similar to the US 1099 vendor reporting requirements. How can we achieve this using Xero? It is a requirement for all of my clients but more importantly. In Canada this a T4A Statement of Pension, Retirement, Annuity, and Other Income.
The easy solution is adding the Tax ID as a field in the Payable Invoice Detail & Summary reports. Once you summarize by contact to produces the required information, regardless of tax jurisdiction.
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Invoicing: Create invoices directly from a receive money transaction
Although a prepayment in a receive money transaction is given an invoice number this is a reference, NOT an actual invoice.
A prepayment will show as outstanding until it is allocated to an invoice or refunded. This means that you have to go the "create invoice" route.
It would save time to be able to create an invoice for a receive money transaction that will then be automatically reconciled to the money received and reflect on the customer statement. This is especially useful for incidental monies received eg concert tickets, fun day tickets etc
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Reporting | Edit layout - Adding note reference to total row
There should be the capability to add a note number to a row with a total balance in the financial statements in the "Edit layout" screen.
1 vote
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