4690 results found
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Login - Single Sign-on (SSO) across Xero Products
Would be nice when moving from Xero to Xero HQ and Xero Central to have it retain your login so you do not have to login to each site separately.
38 votes -
Invoice - Edit invoice without removing the payment
Ability to edit invoice without having to remove and redo all payments on that invoice
38 votes -
Sales invoice - Add Notes that are visible to the customer
Currently you can put titles and notes etc on quotes and invoices etc. However the client does not see any of this. This is critical to be able to add notes etc that don't belong on a line item
38 votes -
Xero HQ | Reporting - Exchange Rates used over a period that is exportable to Excel
Dear Xero HQ, appreciate if we could have the function to Export a Report on the Exchange Rates used for a period of time (in Excel Format). Thank You
38 votesHi 👋 - Is there a specific purpose this report would help with?
Also to better understand the idea would this be on a client basis or across all clients that are managed by a practice?
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Sales Invoices - Bulk assign lines to Project/customer
When raising an invoice, add the functionality to 'select all' lines, to add to assign to a Project.
When creating an invoice, even from within a Project each line has to be manually assigned to a project.
Even if an invoice is copied from a previous one from within the project, the project information is not copied over and each line has to be assigned individually.
This is very onerous, especially when there are numerous invoice lines.When actions are taken from within a Project, Xero does not seem to carry this information through, which is very poor.
38 votes -
Aged Receivables report - Show Days overdue
It would be great if a column could be added to either the Aged Receivables Report or the Receivable Invoice Detail Report that shows the number of days the invoice is overdue by.
The number of days an invoice is overdue by can be seen on the 'Awaiting Payment' tab in the invoice section in Xero, but even on this part the information cannot be exported.
Thank you!
38 votes -
Payroll Report - Annual Payroll Summary
A year-end payroll report which lists the employees, and provides total amounts for Gross earnings, PAYE, and all other deductions for the financial year, with company totals at the bottom. Basically it could just be a one-page summary for the year, depending how many employees there are. Most other payroll systems have the report option, and it's very important for end of year wages reconciliations.
38 votes -
Chart of Accounts: Disable Reconciliation to Specific Accounts
When users are reconciling quite often two mistakes are made frequently:
- Reconciling wages payable incorrectly to Wages and salaries (expense)
- Reconciling super payable incorrectly to Superannuation (expense)
It would be great to have a checkbox similar to "Enable Payments" that says "Do not allow reconciliation to this account" so that when people search for wages/superannuation they can't get shown the incorrect option.
38 votes -
Sales Invoices - Edit the Unit Price and Quantity of a paid/part-paid invoice
Ability to edit the unit price and quantity of both paid and part-paid invoice.
Purpose: Users can easily change the unit price and quantity, especially when their customers often ask for these changes.
38 votes -
Inventory Adjustments - Ability to edit
Ability to edit Inventory adjustment.
Purpose: Because it would allow the accountants to reverse the effect of any wrong adjustment.
38 votes -
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.
38 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.
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Subscription - Annual Xero Subscription option
Allow subscribers to pay their Xero subscription annually, not just monthly
37 votes -
Pricing plan - Add one off fee 'Read Only' plan
Have numerous SAGE systems not now in use but it would be useful to get into Xero but do not need a monthly subscription although it would be nice for a one off fee to get a xero (READ ONLY)
set of SAGE DATA in case any historical info required.37 votes -
AU Payroll - Automatically email payslips
Hi
There is a suggestion to add the function of automatically email employee payslips to their email address instead of spending time to manually do it again and this should be restricted for permitted user access.
access.37 votes -
Remittance Advice - Send multiple advices without using Batch Payments
Currently remittance advice can be sent based on payments. It is not possible to send multiple remittances at the same time without using the batch payment method.
As we have a lot to send, is it possible to look into some ways to send some remittance advice in a more efficient way for cases like with several payments to one person or multiple advice to multiple receivers? Or any automation for regular ones? Instead of downloading PDF one by one / sending email by payments one by one?
37 votes -
Stripe - Option to select and pay multiple invoices at once
It would be great if a customer could pay more than one invoice on their account using stripe, perhaps when sending a statement there could be a link for Stripe to include all items in that statement, many of our customers have lots of small invoices that require payment at month end and it isn't practical to ask them to make individual payments
37 votes -
Projects - Assign bills to closed Projects
As an event company, we often receive bills months after the original project is "complete". I wish I could assign costs to "complete" projects the same way that I can assign invoices to "complete" projects.
37 votesHi Leah, when you've closed/completed a project it is still possible to add Bills and new Expense tasks to it.
From the bill you'll be able to look up and assign lines of your Bill, or within the project you can simply add an expense. The only transactions you can no longer add once closed are Billable expenses, Spend monies and time entries.
Is there a specific reason you need to enter the expense as one of these type of items?
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UK Payroll: Calculate gross from net
Looking to move from using Sage payroll where this time saving feature is available when paying net bonuses, it would be great help if this was also available in Xero payroll.
37 votes -
Invoices: Receive a notification when customer has viewed invoice or quote
To receive a notification when customer has opened or read quote or invoice. That way you know they have been received and there is less emphasis on following up.
37 votes -
UK Payroll - Allow Xero users permission to authorise employee timesheets
Allow Xero users permission to authorise employee timesheets. At the moment only the payroll administrator or specific employee has the ability to do this. Payroll permissions under settings/users should be expanded to be more granular, with an option to allow users permission to authorise timesheets. Alternatively, under the employee details in Payroll, an option to select authorised Xero users whom may sign off timesheets for that user.
37 votes
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