4145 results found
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Bank Reconciliation - Repeating spend & receive money transactions
The ability setup repeating spend and receive money transactions would be helpful.
Thank you
127 votes -
Purchase Order - Link Purchase Order to Bill
Linking Purchase Order to Bill
Purpose: To copy the details from the po to populate the forwarded bill from email fields.
This would enable the ease of processing bills; using the data already on the po and verifying the costs accordingly.
Also this is vital, so that you can match multiple bills to the same po.
126 votes -
Quotes - Import/Export ability
Ability to export and import quotes in Xero.
Purpose: Because putting quotes in/from a spreadsheet can make users better calculate future cash flow.
126 votes -
Reporting - Budgets by tracking category to integrate with master overall budget
Ability to integrate budgets by tracking categories with the master overall budget.
Purpose: Because it can automatically flow through the master budget, so users don’t need to manually reconcile during this process.
125 votes -
Reporting - Show average Days to Pay by customer
Ability to show average days to pay by customer.
Purpose: User can sort into the customer that habitually pay late and take appropriate action.
123 votesHi community, thanks for your interest in this idea. Just wanted to pop in here to share, for those who aren't already aware, that you can export the Receivable Invoice Summary report. The report has a 'Last Payment Date' column that you can add to it which is useful for finding customers who habitually pay late so that you can take appropriate action.
To be transparent, building a feature to show the average days to pay by customer isn't on our roadmap at this time, but we'll be sure to update this idea if that changes in future.
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Contacts - Allow duplicate contact names
Ability to have duplicate contact names in Xero.
Purpose: It’ll make an easier workflow for users. Because often, they have the same contact name and trading name but different addresses.
123 votesHey community, thank you for your continued interest in this idea.
Wanted to provide an update here as it's been a while since we last spoke to duplicate contacts.
I do understand that, at face value, this seems like a quick fix. However, as the contacts screen interacts with many other parts of Xero, this work can not commence until the modernisation of other, related systems is complete.
Due to this, we do not expect support for duplicate contacts to be delivered in the coming short-term.
In the meantime however, we're keen to continue collecting feedback and votes on this idea, and I will update you here as soon as there's more work to share.
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Payroll: Show employee leave balances when approving leave
When a leave request comes in for approval and the employee can take leave in advance (the box is ticked), it should show you how many hours the employee has available. This amount should be the number available minus the leave balance that has already been approved in the system. The leave balance report is only useful when employees can't take leave in advance in their first year. It's a challenge each time (especially leading up to Christmas) to calculate leave that is available before approving the request because you have to review how much leave has been approved in…
122 votes -
Billable Expenses - Show Bills that have and haven't been assigned as billable expenses
To have a list that shows bills that have and haven’t been assigned to billable expenses.
Purpose: Users can easily identify which bills that have and haven’t been assigned to billable expenses.
120 votes -
Sales Invoice - Revert Approved invoice to Draft
Revert an approved invoice that's not been sent back to a draft. Especially helpful if accidentally approved.
116 votes -
Sales Invoices - Issue progress payments on invoices for project/instalment
Ability to issue progress payments on quotes /invoices to percentage claim certain items or expenses.
Purpose: Users can see the progress of the payments from their customer just from one invoice instead of sending separate invoices.
116 votes -
Inventory: Photos for inventory items
Ability to upload pictures for inventory items into Xero.
Purpose: To easily identify each inventory that was inputted in Xero.
115 votes -
Projects - Assign repeating invoice to a project
Ability to assign repeating to Xero Project.
Purpose: To save users’ time from manually assigning repeating invoices.
115 votes -
Projects - Ability to attach Files to a Project
Ability to attach files to Xero projects.
Purpose: To make users’ able to attach necessary documents for their project such as contracts and quotes.
115 votesHi everyone, we appreciate wanting the ability to assign files to the project itself. While this isn't something we have planned right now we'll keep tracking the interest through the idea here.
To highlight, though not currently available on the Project directly, it's possible to attach files to the individual transactions within a project e.g a Bill, Invoice, Spend money or Expense. i
Along with this, you may also find it useful to create folders within your Files library where you can collect all files related to a specific project for ease of reference.
Understand this isn't the ideal solution, but may help some for now 🙂
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Reporting | Budget Manager - Customise report layout
Ability to customise a budget manager layout.
Purpose: To make users able to get their preferred figures appear in the budget manager report.
114 votes -
Reporting - Layout | Option to choose portrait or landscape
Ability to choose either portrait or landscape for aged payable/receivable report layout.
Purpose: To make the layout look more consistent between these two reports.
113 votes -
UK Payroll - Birthday Notifications for employees
Notifications on xero to alert you that an employees age has increased due to a birthday, as they may have hit a new age bracket in the wage rates and they could be getting underpaid if not noticed. Example - employee goes from age 20 to 21 this would mean that if they are on the 18-20 year old wage rate and they are on the £7.49 once they turned 21 they should then be on £10.18. so notification of birthdays would help keep you aware of age changes.
111 votes -
AU Payroll - Superannuation end of quarter reminder
Would be great if Xero could trigger an automated (email and/or text) reminder to the superannuation payment approver 10, 5 and one days out from the superannuation due date each quarter.
A similar reminder feature already exists in XPM for Activity Statement Lodgements - reminders can be turned on.
Xero also has the ability to automate reminders to Customers around bill payment.
Xero has the email and SMS of the superannaution approver already on file.
Advantage of these reminders:
Super gets paid on time - we're all human and life can take over and sometimes things get missed - a…
111 votes -
Customer Statements - Option to remove links to invoices
Have the option to remove links to invoices on Customer Statements
110 votesHi everyone, thanks for your interests and sharing on the idea here. Being totally open, we don't have plans in the near term for any change that'd solve for the idea here. This may be something we consider down the line and will keep the idea here open to continue monitoring.
For the time being, we wanted to share a way you can remove links from the customer statement using a custom branding theme that you'd apply when sending a statement.
Once the new branding theme is created, you can select it when printing or sending the customer statement, and the invoice link will be removed.
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Payroll: User Roles - Options to give permission to approve/decline leave and read only Payroll reports.
Ability to have more flexible permission in Xero Payroll, especially for read only Payroll reports and to give other users permission to approve/decline leave requests.
Purpose: To have more options and flexibility in assigning users to Xero Payroll.
110 votes -
UK Payroll: Time Off - Add 'Days' view to holiday allowance (Instead of just 'Hours')
Offering a simple update to the Xero system which would dramatically improve one grey area:
I had a discussion with my team and it's a common topic that keeps coming up - we find it very awkward having the 'Time Off' allowance displayed in 'Hours'.
Just like some other tracking systems, they allow you to see your 'Time Off' as 'Days' which is much easier to glance at - instead of having to continuously calculate hours, which takes time and can cause confusion on some occasions.
We would all very much appreciate it if you at least give the option…
109 votes
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