4898 results found
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Repeating invoice - Set Frequency for price/amount increase
Repeating Invoices - automatic price increase
We have several client contracts which include 5% price increases per annum. It would be great if you could create a repeating invoice and specify a percentage to increase the amount by on its next repeat
19 votes -
New invoicing - Searching items by start of field
New Invoicing - Type in Item - please change back to only searching start of field, as per old invoicing.
Now that typing in the Item field in the new invoicing brings up every item with that word or part word in anywhere, we either need to learn all the codes, or make sure our items all contain totally different words. It takes ages to find the item required.19 votes -
Demo Company - Clear ALL, don't reset, optional data reload and cloning
This idea has been raised again and again but XERO isn't listening!!!
The demo company is a great idea, but it makes no sense to automatically reload all the "duff" data every 30 days.
It's VERY simple to achieve a very useful and flexible feature, by....
1) Be able to clear all the data in the Demo Company
2) Make the 30 day reload of useless data optional
3) Enable cloning of an existing organisationWe need to be able to test imports, features etc. and be able to return the "demo company" to EMPTY and if required to restore…
19 votes -
Invoicing - Adding Direct Debit tab to columns in Awaiting Payment
It would be really useful to be able to have a column in the 'awaiting payment' section where you can mark the group (i.e. Direct Debit) so when you're setting up Telleroo payments / batch payments, you can easily see which one's are Direct Debit suppliers without either running a payables report or clicking into the supplier to see which group they belong to
19 votes -
AU Payroll - Employee Summary report include employee group name on the report
when printing or saving the employee summary report x group the name of the group doesn't appear. If doing multiple groups, this makes it difficult to know which group is which when referring back or from printed reports.
19 votes -
Invoice - Total item quantity on invoice
Invoice - A total items line in invoices would be extremely helpful for our clients to be able to reconcile inventory sent with the invoice.
19 votes -
Bill Payments - Allow payments to be scheduled
When making a bill payment using open banking direct transfer from bank account, it would be nice to be able to schedule the payment - currently there is no ability to do that.
19 votesHi everyone, we have some updates in the UK with the bill payments method with Crezco. You now have more control of your cashflows with the ability to schedule bills to be paid at a future date using direct bank transfer. This helps to avoid potential bank charges for same day transactions, and missing due dates. Along with this you'll also be able to stay up to date with your payments with real-time payment status in Xero. Meaning you don't have to log into your bank to check the status of each bill payment. With an overview of all payments made using direct bank transfer, you have an accurate record of which suppliers have been paid, and when.
We know there are users from others regions also interested in the idea here and we'll share if there are any updates for expanding similar functionality in other places.
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Fixed Assets - Partial or Bulk Sale
Enable partial sale of assets - allows one to dispose of assets that have been added as one transaction.
Enable bulk sale of assets - allowing one to select all assets involved within a sale to be sold for one purchase price i.e. sale of a fitout of a Hairdresser, over the years they had purchased numerous items and completed numerous renovations.
19 votes -
Customer Statement - Attach additional documents
It would be great to be able to attached documents to statements like we do with invoices/quotes. ie a general company letter, holiday notifications etc. instead of sending the client 2 emails.
I have an urgent document that need to go out with this months statements.
Thank you19 votes -
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 -
Bills - Ability to edit or reinstate voided bills
Reinstate "Voided" bills and invoices
We have had an invoice created accidentally with sensitive payroll info, it was then voided without thinking and now that info is permanently in the xero file - we need to at LEAST be able to edit voided invoices (as you can at any other stage - ie maybe a "reinstate" so we can edit to remove this sensitive data, then re-void??!!19 votes -
Billable Expense - reassign billable expenses
To reassign or remove multiple billable expenses at once and to make edits to billable expenses from within reports.
I have a client who has 175 outstanding billable expenses, which need to be removed as the invoices have been billed manually.
19 votes -
AU Payroll: Control default 'Timesheet type' for employees
Set the default time method for timesheets.
Allow the payroll admin to set the default method for all employees to capture the timesheet details. EG set all employees to use only the time in and time out method not the hours method.
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 -
Payroll UK - Amend previous RTI submissions
It would be great to be able to change an existing payrun (without using an unscheduled one) and submit an additional FPS relating to that month. Also being able to submit an additional FPS relating to a month that has already been submitted and no changes made, but sometimes HMRC pulls through the data incorrect their end and they need just an additional FPS submitted to pull it through correct but this is not possible currently.
19 votes -
UK Payroll - Employee salary reports
In order to review salaries, it would be extrememly helpful to be able to generate a report with employee names and annual salaries
19 votes -
Sales Invoice - Auto allocate Overpayments based on Invoice date
Just an idea that might help a lot of businesses.
We generate a lot of invoices over the span of one month, the feature of bank rules are amazing, but ineffective if the payment is a overpayment.I would like to have a way for Xero to have a Global setting to auto allocate overpayments to the oldest invoice for customers.
Currently overpayments will go to the customer account and just lay there until manually allocated to an invoice.
With bank rules it will automate the process by adding payments as overpayments to the customer account and then auto allocating…
19 votes -
AU Payroll - Custom pay calendar length
I would like to pay my employees for a specific period:-
example 17 October to 26 October and would like to reflect these exact dates on the payslip. It would be great if I could to customise the dates within a pay calendar?
19 votes -
Xero Expenses: Automatic receipt scan in web app
Add the ability to extract data from scanned receipts in the Xero Expense web app.
At the moment, both the mobile app and HubDoc can automatically scan receipts and extract data (date, amount, payee, etc). This doesn't work in the web app and Hubdoc cannot send documents to the Expense app.
We use a document scanner to scan multiple reciepts at a time and then batch upload to our expense keeping app (Zoho Expense). Drag and drop multiple receipts into Zoho Expense and the software will automatically extract the data from multiple reciepts at a time. This is more user…
19 votes -
Multicurrency - Change behaviour of Unrealised Gains/Losses with Bank Accounts
Xero has a gap in handling Fx gains/losses.
It is great at both Realised and Unrealised on bills and invoices but it drops the ball on Cash at Bank. It treats it all as Unrealised, which is where the flaw is.You can have an empty currency bank account which has a residual functional currency balance and has movements on the TB every month due to revaluation. This is clearly nonsense.
I have also been told to ignore the exposure column on the Fx report as it is meaningless.For Fx gains/losses Cash is a document in exactly the same…
19 votes
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