4738 results found
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Repeating Invoices - Copy option
Repeating Invoices - ability to copy existing repeating invoice.
Reasons:
- Temporary Discount rewards (Scenario 1 below)
- Previously agreed future price changes
- Similar fee package for another client on a recurring basisScenario 1
- Client signs an ongoing recurring contract Monthly Fee = $1,000 (for illustration purposes):
- Client sends us a referral, so we discount their fee 10% for the next 4 months (update current recurring amount to $900)
- After 4 months client's fee will return to the previously agreed amount (create brand new recurring invoice, keying all the same information in, but removing the…11 votes -
AU Payroll - Automatically accrue leave on additional pay items
Have the option to accrue leave on other pay items. ie. Saturday rate has to be set up with its own rate per employee as each employee is on their own rate for Saturday and isn't a "mutplication of the ordinary rate". This also needs leave to accrue on it.
Spoken to Xero adviser and they don't have a set up for this yet.11 votes -
Contacts - Birthday notification
Hi guys,
It would be great if we could get reminders for customers and suppliers birthdays, this is great for customer relations. Also a reminder for certain documents that might expire at a certain time.
11 votes -
Reports - Ability to include Draft bills and invoices in cashflow reports
I would like to visualise how draft bills and invoices affect my cashflow, something which I know is not possible at the moment. This would allow me to predict how multiple open quotes & projects could affect my financing requirements. Could this be added in future?
11 votes -
Bank Feeds - Bank feed form status for all users
When a bank feed form is uploaded, you can see the status of this - currently if one person has uploaded bank feed form, no one else can tell. Would be great if it just showed "bank feed form uploaded and being processed" or something
11 votes -
Hubdoc APP - Ability to view notes added to documents.
Can we please have the ability to see if a note has been added to a document when you are in the Hubdoc APP without having to go into a document.
The ability to see this is available in the Web version, would be great to see it in the APP as well.
Thanks
11 votes -
Manual Journal - Add item codes
The ability to use item codes when completing a manual journal.
11 votes -
Timesheet detail report - Include timesheet notes
When clients use Xero Me they use the notes section on the timesheet to communicate and for some staff advise their managers what tasks they have completed on that day. Xero help confirmed today these notes are no longer visible once the timesheet is approved meaning we have lost visibility of this information. My client is very unhappy that I did not advise them of this issue, unfortunately as this is a new way of completing the timesheets I wasn't aware this was going to happen, previously my clients were sending me a spreadsheet each fortnight and I was manually…
11 votes -
Organisation Settings - Allow seperate branch codes for STP and TPAR
Xero provides for only one ATO Branch code to be recorded for an organisation in Settings / Organisation details. Also, Xero does not require a branch code to be recorded for Single Touch Payroll (STP) which would be resulting in a number of cases where the ATO is contacting clients and practitioners regarding incorrect branch codes for STP and requiring correction of STP filings which is time consuming and complex.
Some businesses have different branch codes for different ATO reporting obligations. For example, a business may have a branch number of 001 for Single Touch Payroll but 003 for Taxable…
11 votes -
Customer statements - A tick box for when statements have been sent
When a statement is sent to customers it would be great if there was a tick or "sent" next to the customer details in the statements section. At the moment i tick the "send me a copy" box. But i am always having to go back to my emails to check or manually writing down who has been sent statements.
11 votes -
Account transaction report - Remove 'overall total of all accounts' when run for a single account
New Account transaction report - remove the totals when generating the report for a single account.
The new report adds a report total at the end of the selected accounts which is a total of the debit or credit transactions for 'all' accounts selected.
When only one account is selected it still shows a total - this is in addition to the total for the transactions on the account itself so it shows total of transactions, closing balance and then total of transactions of all accounts selected. It would improve the usability of this report to have the 'overall total…11 votesHi everyone, we appreciate the rationale for wanting to remove this total when running the Account Transactions report for a single account. Our team are looking into this work now and I'll swing back to share as work begins 😊
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My Xero - Show company logo in drop down
You can upload your logo and it appears on your invoices. Great. But here is an easy win, replace the initials on the Menu drop down with the company logo too? It would just be a nice touch.
11 votes -
Contact - Ability to block creation of new invoice when invoices overdue
For now there's a option to block issuing invoice for customer which exceed a certain credit limit. Can we have more options to block a customer, like overdue invoices etc.?
11 votesAppreciate there are more settings that you'd like to expand the use of the Credit Limit for, Joyce.
In lieu of change in the direct feature atm, one way to prevent further invoices from being raised for a contact could be to set their limit to the amount of the invoice due which would stop all future invoices for the contact being raised.
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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??!!11 votes -
Account Transactions | Foreign Currency - View running balance
I deal with a foreign supplier in US$. I would like to see a running balance of my transactions in the Account Transactions report in the foreign Currency
11 votes -
Expenses Report - Ability to view unapproved expense claims
Xero Expenses - Currently there is no report to get information on expense claims needs approving. (by staff member, period etc) It would be useful to have a report which can be filtered rather then logging in to screen and view all. Thanks!
11 votes -
Repeat Invoice - Ability to discount by amount
When you create repeat invoices it only allows discount in % but when you create a manual invoice you can have discount in % or £. This should allow both for repeat invoices as well.
11 votes -
Reporting - Ability to set a Default Date for reports
When using the old reports, when you opened them up they would show the current month. Now they show 12/31/22 which is useless now that we are into March. They should either default to prior month (which is what QBO does) or current month (which is what Xero used to do).
11 votes -
Payments - Future dated remittance
Be able to send a remittance for a future payment. Currently you can only send remittances a day after the payment has been made when the bank feed has been updated. We have suppliers who wont process our payments without a remittance meaning we run the risk of our account being stopped or alternatively we have to generate a remittance using word which is just duplicating work.
You should be able to generate a remittance for any payment set up and not have to wait 24 hours after the payment is released form the bank account.
11 votes -
Invoice templates - Ability to show project
Requested that Xero pull the project names to put on invoices. The information is already entered, would be a big time saver to auto-populated to project name on an invoice rather than manually typing it in
11 votes
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