4792 results found
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Contacts - Option to put a Stop/Credit Hold on customer accounts
I Also, when will we get the stop function in Xero? I've been asking Xero for 6 years. I know you can restrict invoices by credit limit but, customers could be well under their limit but overdue in paying. A stop function is critical to any accounting system.
24 votes -
Reports - When running the GL detail report on a Cash Basis, show the description of invoices & bills
As payments are applied to invoices or bills, you can't see the description detail on a cash basis report (no problem with an accrual detailed general ledger though).
The old general ledger (export function) enabled you to see the description on both accrual & cash.
Seems illogical?!
24 votes -
AU Payroll - Superannuation Guarantee Charge form report
When a client fails to pay Superannuation Guarantee levy on time the employer should lodge a Super Guarantee charge form. Is it possible to develop a form where the affected employees can be printed & exported to excel to enable a simple "cut & paste"? If the ATO have started an investigation this can save many hours of work especially if the period covered is several years.
24 votes -
Dashboard | Account Watchlist - View annual budget figures
I need an account watchlist for annual budget, the budget should be for one year accounting period.
24 votes -
Inventory: Tracked serial numbers
An inventory system that can also track serial numbers.
24 votes -
Invoicing | History - Show detail of action made
With the currect feature History and note report we are able to see which invoice for example has been edited - change name of invoice - reconciled etc. However we would like to have a more detailed view, for example if an invoice is booked in USD and someone will change the currency in EUR we are not able to see this change , we can see only that the invoice is edited by X person but we are not able to see the change. How can we have this feature?
24 votesHi everyone, while we still have more changes planned in this space I wanted to fill you in on the more recent changes in this space.
We have now added the ability to view the email an invoice was sent to in history, as well as adding timestamps for more insight into when an event was made.
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Contacts - Ability to set a default email template
So we have set up and had a lot of success with email templates in Xero. it would be useful to have the ability to have a default option for each contact (or group of contacts) a specific template for a specific reason eg new invoice or AR. so that everytime we go to email an invoice for example it preloads on a certain template.
Eg we have a number of clients that only speak read German and/or french so it would be nice to be able to set these contacts to default to use our German and/or French templates…
24 votesHi Rory, while it's not possible to set up a default email template for a contact at present you can set a default currency & branding theme.
This might go some way toward helping you communicate with contacts in different locations. 🙂 - See our help article here
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Multi-Factor Authentication: Support for third party push notifications
With the recent changes to MFA dropping the remember devices from 30 days to 24 hours, the MFA prompt is now far more often (which is of course more secure) however it does slow down login.
Could you please look at updating the MFA configuration to allow push notifications to the mobile authentication app, or better still the number match, which is far more secure. Examples from Microsoft is below, but the priciple would apply in most major platforms.
https://learn.microsoft.com/en-us/azure/active-directory/authentication/how-to-mfa-number-match
This would improve the user experiance over the token, but also improve the security overall.
Thanks
Dave24 votes -
Invoice Report - Including account, date paid and method of payment
I want a payment report of invoice payments made into my bank account, the report would show date of payment, method of payment and actual .
24 votesHi Donald, I've updated the title of your idea to make this simpler for others that are interested to find.
Though we don't have a report that'll show the payment method atm, you could run the Receivable or Payable Invoice Detail reports to view much of this information.
Once you've customised the report as you like, you can save as Custom to easily access that view anytime.
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AU Payroll - Bulk upload approved leave requests
Ability to import the number of days of annual leave/other leave taken per employee for the month. It is very time consuming to manually add the leave taken for each employee when completing the payroll each month.
24 votes -
AU Payroll: Tracking Categories for Annual & Sick Leave reporting
In order to monitor expenses by venue, tracking categories in Payroll - giving staff the ability to log their time worked by venue - makes total sense. However, when staff take A/L or S/L, there is no ability to use a tracking category, so all these transactions go to the default 'unassigned'. The time involved in searching what makes up this 'unassigned' amount in a payroll of 35+ employees across 9 venues is astonishingly time-consuming, yet vital to the overall expense reports. Would love to have some time and effort put into this issue please Xero.
24 votes -
Xero Me - Timesheet automatically calculate overtime
It's great that Xero Me now allow employees to add their own start, finish and break times but all hours appear as ordinary hours. Xero should have a warning prompt flagging this as it's easy to miss overtime hours and pay them as the default ordinary hours, which then needs an unscheduled pay run to correct the underpayments (assuming you work this out for yourself!). Public holidays should also be flagged so we can adjust pay rates (if needed) for these days.
24 votes -
Reporting - Saved customised report layout across common formats
Been trailing the new reports format and when setting up a custom group account layout for a Profit and Loss report we can't use this layout across Common Formats of Profit and Loss. This feature was available in the old reports that once a custom layout was created it worked on all formats. Been advised that would need to create a separate custom report for every Common Format
24 votes -
Invoice template - Ability to add Invoice Balance Forward
When printing an invoice I would like to go to the customer's account and bring forward the balance that is on their account.
And have this balance on a line above the net amount for this invoice, which would then add the gross amount to the brought forward value and have aline below the gross amount of the invoice, showing the total amount that they owe to date including this invoice.24 votes -
AU Payroll - Include commission & bonuses calculation on Schedule 5
Please fix the Schedule 5 PAYG calculation to include YTD commissions and bonuses as well as ordinary earnings. This is causing issues with tax not calculating automatically because the employee's only form of income is from commissions (real estate industry) and they are forced to report it under commissions for STP Phase 2 yet the calculation things they have $0 YTD earnings.
24 votes -
Inventory - First-In-First-Out (FIFO) option in Tracked Inventory
Offer First-In-First-Out (FIFO) accounting within Tracked Inventory as an option.
Purpose: Established US Companies tend to use FIFO for inventory valuation, so Xero would widen its scope of clients by offering the option. Plus, the option adoption would make reporting of its current US clients so much more straightforward.
24 votes -
Bills - Copy to invoice
Copy a Bill to an Invoice. We have many instances where we need to charge out for the invoice that we received. You can copy Quotes and Purchase Orders to Invoices and Bills already. Not sure why this is not already a function.
24 votesHi everyone, appreciate the continued conversation here. Please bear in mind while a solution may not solve what you're in need of, it's generally offered from a good place, where everyone is trying to help one another.
As noted earlier there are a couple of existing options that some may be able to make use of like;
- Using Billable expenses to mark items of your bills as an on charge to your customer which can be easily added when the invoice is created for the customer later on, or
- Perhaps entering the invoice first, and then copying the invoice to a bill
We totally get some users find this second option useful and it's not quite available within the new invoicing experience just yet. There is a specific idea for this that I'd encourage you to join and follow for any updates as we're continuing to develop the new experience.
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UK Payroll Holiday Fund Options
The ability to set up a holiday calendar period of our choice (we have multiple clients with varying holiday calendars) with the option to have the full holiday entitlement available and for the available balance to reduce as employees take annual leave.
24 votes -
Bills - Show bank details in Bills to Pay screen
It would be good to be able to see the bank account details (BSB and Account number) on the new bill screen when entering invoices to be paid. By having the contacts bank details on the entry screen you can easily check that the bank details in Xero match what is on the invoice. This would save time of having to go and open the contact to check that the details match - not to mention save time of having to download the invoice so you can view it while checking against the contact. Being able to look at the…
24 votes -
Invoice - Automatically generate invoices on quote acceptance
automatically generate invoices on quote acceptance and then autosend it.
24 votes
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