4587 results found
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Repeating Invoices: Pause and resume repeating invoices
Ability to pause repeating invoices and resume it.
Purpose: Users’ don’t need to delete the repeating invoice and re-create it again.
43 votes -
Xero Me: Allow employees to update bank details
It would be great if an employee could update their bank details and pay disbursements on their xero me app.
42 votes -
Profit & Loss - Include bills Awaiting Approval
We always have a significant number of bills "Awaiting Approval". As such our P&L is never accurate and for our large company it is out significantly.
It is the exception and rare that a bill will not be approved (ie didnt receive stock). Therefore the P&L would finally be closest and most accurate if it included "Awaiting Approval"
This should be included. If not then a button should be available so that the company can make this decision themselves and include the "Awaiting Payment" bills.
42 votesAppreciate how this would be beneficial for your business having assurity in an awaiting approvals likelihood.
With businesses having varying levels of assurity around this I want to be open that we don't have any direct intention fo changing reports like the P&L to automatically include this, however we'll begin to track the level of interest around this, here. Thanks
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Xero: Support for SAF-T and SIE files
SIE files and SAF-T files are international standards for electronic exchange of accounting data and should, as soon as possible, be included in Xero as a digital application.
More information about SAF-T (Standard Audit File - Tax Financial):
https://en.wikipedia.org/wiki/SAF-TMore information about SIE
https://en.wikipedia.org/wiki/SIE_(file_format)(I though this features had been lifted before - but didn't get any hit when I searched)
42 votes -
Chart of Accounts: Ability to merge accounts
I would like to be able to merge accounts (of the same type, ie expenses) to one account when there was two or more of the same account created.
Example: Say you've converted from another accounting system, and there were sub-accounts that are all the same account - that you want to merge into one account. To be able to merge the accounts - without doing a Find and recode.
Or, the client opened another expense account for something, and one already existed... to be able to merge the two would be a quicker solution instead of find and recode.
42 votesHi everyone, while we appreciate the interest in this idea we want to be upfront that there are no plans for adding the ability to merge accounts within the Chart of Accounts right now.
Though noted in the original idea here I wanted to confirm that currently if you have the advisor role in the organisation there is the Find & Recode feature that with careful use could enable you to find and recode all transactions from one account to another so you can move all the transactions into one account before archiving or deleting the accounts you don't need.
Alternatively, while it won't suit all use cases in relation to reporting - In financial reports, where you have multiple related accounts you could edit the layout to group these accounts.
We'll continue to gauge the interest in this idea, and if there is any change we'll share with…
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Permission - Ability to choose either or both Sales, PO, quotes and Invoice for Invoice Only user
Invoice only user role that allows you to pick and choose either or both Sales and Purchase orders. quotes and invoices. At the moment you can only have Sales or Purchase IO otherwise you have to make standard user which is not helpful.
42 votes -
Invoice - Ability to link an email template to an invoice branding theme
I would like to be link an email template to an Invoice Theme.
I have two slightly different email templates that I want to be able to use for sending invoices depending on which invoice theme I am using.42 votes -
Reporting - Show Billable Expenses in Account transactions report
When running an account transactions report, the ability to add a column to show line items that are marked as billable expenses or, a filter option to filter for billable expenses.
42 votes -
VAT - Partial Exemption Calculation
Ability to have a VAT partial exemption calculation.
Purpose: Because some industries (e.g. charity) have VAT partial exemption, having this ability would save users time in calculating the VAT.
42 votesHey everyone, appreciate that this idea's intent is to help save user's time in calculating the VAT, but I wanted to share that it is possible to record partial VAT exemptions, for those who aren't aware. We will continue to to track interest in this idea but in the meantime you can:
- Calculate your own your partial exemption adjustment amounts
- Enter them as VAT box adjustments on your non-MTD or MTD VAT return
Alternatively, if you use a set percentage adjustment you could do one of the following:
- Add a custom Tax Rate for your % rate.
- Adjust the VAT on each bill to the amount you can claim. Click the + next to the tax rate to do this. (You'll need to use the 'Amounts are' Tax Exclusive option to see it.)
We recommend you talk to your accounting advisor or HMRC if you need more help with this.
There's…
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Dashboard - Widget Calendars starting on Monday
Add the option to show widget calendars that start on Monday instead of Sunday.
Purpose: To make the start of the week, is the first day when they’re going to work.
42 votes -
Invoice: Invoice Templates - Custom Fonts for Standard Invoice Themes
Ability to add custom fonts for standard invoice themes.
Purpose: To have a better branding for users’ business.
42 votes -
Contacts - Allocate a contact as a supplier, customer, or both
Ability to make a contact as supplier, customer and both.
Purpose: To make bills cannot accidentally be entered as sales and vice versa
42 votes -
Invoices/Bills - Default bank account for Bill payments and Invoice receipts
Ability to set up a default bank account for bills payments and invoice receipts.
Purpose: To save time from having to select a bank account.
42 votes -
AU Payroll - Option to 'Approve & Next' employee
In Payroll --> Timesheet --> entering hours for employees, there is no option to 'Approve & Next' employee, which would make entering hours easier. It would mean one doesn't have to keep going back to the main Timesheet menu when they are working through a roster of staff.
41 votes -
Subscription - Annual Xero Subscription option
Allow subscribers to pay their Xero subscription annually, not just monthly
41 votes -
Invoice - Edit invoice without removing the payment
Ability to edit invoice without having to remove and redo all payments on that invoice
41 votes -
VAT Reconciliation - Ability to view tracking category
Adding tracking categories to VAT return/reports:
I would like to run a VAT return/report per quarter to be shown by tracking category rather than as a whole. There is not an option on the current VAT report to add the tracking categories, therefore I think this would add benefits to any client that uses tracking categories for departments.
41 votesThanks for your response, Jordan. Can see why the Account Transactions report won't fit in this scenario.
To be upfront we don't have current plans around this with much of our reporting teams focus on change in the new reporting framework in lead up to removing older reports in July this year - More on this here
I've slightly amended the title of your idea and we'll feel out the interest for this here and update if any change is planned.
For now if not already, I'd highly encourage sharing link to the idea here with your clients and colleagues that'd like to see this to support, too.
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Sales Invoices - Ability to specify a % of invoice held on retention
We would like to indicate a specific percentage of retention money held by our client on our sales invoices to them. This retention is then payable to us after a specific amount of months.
We also need a way to keep track of the total amount of retention held by a client
41 votesHi community, in lieu of having a direct feature for this I wanted to highlight the option shared earlier on in this thread (Thanks Peter!) for those it may help.
As mentioned, currently you could enter a separate line on the invoice, with a negative amount for the retention value, and code this to a 'customer retentions' account in the Balance Sheet. You could also add a comment in the Description field, indicating the cumulative retention value.
The Account Transactions Report can then be used to manage the values being carried forward.
Being open, this isn't something we have planned for development at this time, however we'll continue to gather the interest here, and if there's any changes we'll let you know.
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Quotes - Add CIS
Be able to use CIS nominal codes on quotes so CIS is displayed
41 votesHi community, there was a brief window in which users were able to unintentionally code line items to CIS codes. However, there is more complexity in calculations for CIS and work that's needed to reflect this appropriately.
Thanks for starting an idea in this, we'll begin to track the appetite as a possibility for future work. -
Prepayments - Send receipts and remittance advices
Ability to send receipts and remittance advice when allocating a payment as a prepayment.
Purpose: Users’ can easily send the customers receipts of their deposits.
41 votesHi community, thanks for your continued input to the idea here. While this isn't something we have planned in the near term, we wanted to share a possible
alternative where you could send the prepayment transaction to your customer.
Unallocated customer prepayments can be found on the Awaiting Payment tab on your sales screen. You could add a separate invoice template to use with receipts for prepayments and consider making the following changes.
- Change the 'Approved Invoice title' field to Receipt.
- Deselect the Show unit price and quantity columns.
- Deselect the tax column.
- Deselect the Show payment advice cut-away
We'll continue to stay tuned to the idea here, and let you know if there's change.
- Don't see your idea?