4686 results found
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Invoicing - Show Delivery Address on invoices by default
Enable the option for invoices to by default display both billing and delivery addresses.
19 votesHi team, while not a 'default' option for this within Xero, you could achieve this using a Custom DOCX branding theme, with an advanced invoice template.
With the template open in Microsoft Word, you can add the ContactPhysicalAddress merge field where you want their Delivery Address to appear.
You can add your logo and make any other changes you'd like, before saving the file and uploading it back into your branding theme in Xero.
You'll then want to select this custom branding theme for your invoices.
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Repeating Invoices - Bulk update Next Invoice Date
Repeating Invoice - Bulk update next invoice date
I am an accountant with clients who make use of repeating invoices. The current problem is that in certain months they want to run their invoices on different dates due to public holidays or festive season. In these situations they have to manually go and update the "next invoice date" in each invoice.
I want to suggest a bulk action for this as it would end up saving hours for the businesses.
19 votes -
Invoice - Ability to add a price list to a customer invoice
A option to have a price list added to a specific customer so that the pricing for that specific customer is automatically added when invoicing. I have been through the app store and cannot find an app that offers this feature and integrates with Xero. It is silly that all other accounting software offer this option yet Xero has no interest in adding it to their system
19 votes -
Invoice reminders - View email sent to customer
On the contact activity it tells you when an invoice reminder was sent but what would be really useful from a contact relations POV would be to be able to click that interaction and view the email so that you could screenshot/resend it to a client who says they didn't receive it. For example I have one saying at the moment they never received the reminder but did the one after and the one before? Odd? Proving the amount, email it went to etc would be a useful "told you so" if you know what I mean.
19 votes -
AU Payroll - Introduce employee onboarding
Given all the sensitivity around personal data and cyber security, can Xero please introduce self-boarding for employees?
19 votes -
Projects | Bills assigned to a Project - Filter and search options
Feedback - Projects: Reporting - Bills assigned to a Project
This is providing feedback on the new feature released in response to
Unfortunately, the issue has been closed for comments - which seems strange as this feature release is clearly a start and not the end of the road for this topic.
My feedback: Thanks for shipping this new feature. It is a good start, but only a start.
Most businesses have a large number of suppliers (& bills) that are overheads related and not project related. As such, these need to be omitted from the view to useful…
19 votesThanks Daniel, and really appreciate your feedback in relation to the recent release and update of the idea you've linked - Feedback you share on our Status updates also get back to the teams involved so they've received your comments there too!
Not meaning to cut the curb the conversation, but we do sometimes need to make tough decisions of when to change the status of an idea.
It's great to get a fresh sense and understanding of interest in further improvements to this feature that our Projects product team can consider development for.
I've slightly amended the title of your idea to reflect the abilities to search and filter within this view and it's really good to have this detail from you of the specific fields and ways in which you'd make use of this change.
We'll begin feeling out the community interest on the idea here, and can…
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Reports - display currency symbol
Why doesn't Xero display the currency symbol (like a $) in any of the financial reports like Balance Sheet, Income Statement, etc.? We get only the plain numbers without knowing they are in U.S. dollars (in my case) and make these basic financial reports harder than necessary to read.
19 votes -
AU Payroll - Recurring payslip messages
An option to enter a recurring message on payslips.
19 votes -
AU Payroll | Reporting - Run by State
a payroll report that can be run by the states that employees are in. It will be great for payroll tax if company employs people across Australia
19 votes -
Project reports - View estimated profit based on quotes
We need to know Potential Gross Profit when Quoting ( Obviously ! ).
Potential Gross Profit = Estimated Charge minus Estimated Cost.I understand that Project Details reports and Project Summary reports require Time Spent to be entered or an Invoice to be generated before Gross Profit can be shown.
But for Quotes we do not wish to generate an Invoice or record Time Spent, because a Quote is not a Project until it is awarded/won and does not require an Invoice until the Project is complete.
Please can we have the capability to look at Potential Gross Profit equals…
19 votes -
AU Payroll - Shearers tax scale
Currently you are able to select the tax scale Horticultural/Shearers but there is no default tax rate attached. Apparently if employee falls under this scale you need to select for reporting to ATO which means you have to then manually calculate tax when you do the pays which is not possible if you have multiple employees knowing which employee wants what rate as they all do not use the default. This also leads to errors if not picked up it doesnt calculate automatically. May I suggest that we urgently attention to have the default ATO tax scale rate included with…
19 votes -
Chart of Account - Ability to change bank a different account type
Ability to change a bank account to a different account type. e.g. A bank account that should be an equity type was added as a bank. To resolve this requires adding a new equity account type, transfer the bank account balance and archiving the old account. These could be avoided if we are able to change the account type in the COA.
19 votes -
Sales invoice - Convert base currency invoice to foreign currency
It would be great if there was a feature to display conversion details for invoices that are entered in the base currency. ie - your base currency is GDP and it shows the conversion rate in EUR
19 votes -
UK Payroll - Submit P11D through Xero
Ability to produce P11D's and submit to HMRC
19 votes -
AU Payroll - Allow non employees to submit timesheets through web and Xero Me
Create timesheet availability to Contractors set up in Xero payroll as Non employee.
Currently this is only available to employees.Require the ability to process timesheets to pay Subcontractors for hours worked on site so Super is taken into account but PAYG is not applicable.
Currently not available to STP2 category Contractor 'Non Employees'19 votes -
Exchange rates - More than 6 decimal places
Exchange Rate - Allow more than 6 decimal places.
For conversions from smaller currencies (e.g. 1 KRW = 0.00071 USD), users need the ability to place more than 6 decimal places in order to get the exact currency conversion for the transaction. QuickBooks allows this so I don't see why Xero can't implement it as well.
Xero Central suggested that I make adjustment entries in my Realised Currency Gains account and I find it ridiculous to have to do it than just being allowed to input exact numbers in my original transactions.
19 votes -
Supplier Activity Report - Description column includes description
When I run a supplier bill activity report it would be HELPFUL if the description column actually contained the description of the invoices, or at least the start of it. For example, say a supplier is for office rent then I put in the description what period or month the rent is for. Then, if I run a supplier activity report I would expect the ******** description column to show me the helpful description I entered. Instead I get INV Ref: xxxxxx which repeats the xxxxxx from the reference column next to it. Noe useful at all, and the info…
19 votesPayable Invoice Details report, grouped or filtered by your Contact should be of use to you here, Michael.
There is an option to include 'Description' as a column. Let us know if this helps provide the view you're after.
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Projects - Task list templates
Allow to create project templates to apply to task lists to newly created projects
19 votes -
Xero Files - Ability to restore deleted files
A 'Deleted' folder in Files that captures deleted files.
Once I have uploaded a receipt to the files folder, I always dispose of the original.
If you accidentally attach it too, and then delete it from the transaction, it is gone forever. You have no ability to reload it from the files folder.
The original uploaded file is gone, so you have to source another copy of the receipt from the supplier.
Surely this deleted uploaded file has gone somewhere?
Can we have it directed to a folder?
19 votes -
Contacts - Search additional people on a contact record
It would be great if you could view the contact name and primary person when searching contacts, not just the contact name.
19 votes
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