4807 results found
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Bank Reconciliation Find & Match - search for multiple invoices
Find & Match function under Bank Reconciliation only allows to search for individual invoices to then pick invoices one by one. Please introduce the option to enter multiple invoices in the search field using a delimiter to then pick multiple invoices to reconcile. This would improve the reconciliation process materially.
12 votes -
Fixed Assets - Change behaviour to recognise new asset when account type updated on existing transaction
An Information message to advise implications of editing the "Account Type" when posting a bill for a Fixed Asset.
"If an approved bill or spend money transaction is edited, and the account code is changed to one with a Fixed Asset account type - a draft asset won't be created". ie- it does not automatically update the transaction to include the item on the fixed asset schedule. Unless the item is manually added to the fixed asset register, it will not be included in subsequent depreciation runs.Ideally the system should be designed to fully complete the edit or should…
12 votes -
UK Payroll - Option to opt out before pension included in payrun
Please can we have the option to opt an employee out before running a pay run? It is a bit annoying to have to then refund deductions the following month and employees question it as they think they have opted out!
12 votes -
Billable Expense - Copy billable expense details when copying a bill
Xero to copy billable expense lines when copying a bill or entering a new bill using 'add last items'. At the moment, the nominal lines and split detail are copied but if each line has previously been allocated to a customer as a billable expenses, this is not copied and needs re-entering line by line.
12 votes -
UK Payroll - Add paye reference number on the payslip
Recommendation for the Payslips: Can Xero add some features on the payslips to include employer PAYE Reference. This is quite an important element, and most of the other payroll software provides this information.
Also, can Xero include some options to include some colour in the payslips, such as changing the grid area to blue colour
12 votes -
Bank Account Transactions - Ability to quickly Edit Reference from the list view
TIME SAVER: I would like to be able to quick edit the reference details in the transactions list view, instead of having to click on each transaction > edit > save.
12 votes -
Payroll - Recognise and adjust pay rate based on Timesheets
Given that there is already a link between Pay Runs and Timesheets, it would be very helpful if the Pay run could recognise what days have time entered on the timesheet then it would recognise if an employee worked on a Public Holiday and then by default record 1.5 times and add the lieu day to alternative holidays.
This is something that my clients miss regularly as they expect Xero Payroll to do this for them.12 votes -
Invoices | Single click back to drafts
I would LOVE a link back to draft bills & invoices from the approved bill or invoice. When using email to bill and repeating invoices, after approval there is a link to add a new 'whatever'. But there is no single-click option to go straight to drafts to keep processing these. Instead you must click twice to purchases overview and then drafts.
When processing a large queue of draft bills and invoices, this would be a huge time-saver for me, and I'm sure many others.
12 votes -
Detailed GST Reconciliation Report
Ability to dive into the total amounts on the GST Reconciliation Report.
12 votes -
VAT Return - Submit for OSS (One Stop Shop) in Xero
Ability to make users submit their OSS returns through Xero.
Purpose: To save time rather than having to submit the returns through the member's states revenue agency.
12 votes -
Quotes - Ability to consolidate or merge
Ability to consolidate or merge multiple quotes into another quote.
Purpose: To make clients easily sign through of a single quote, as this usually happens in large projects.
12 votes -
Bills - Disable Make Payment Button
Your new "Make Payment" button and the Action column can not be removed/disabled in the Bills view. It is repetitive, distracting, and disruptive to my normal workflow.
I would appreciate it if Xero did not diminish my user experience as a paying customer in order to promote a new service it is offering.
11 votesAppreciate your feedback on this here, everyone. This has been shared with our product team.
They did thoroughly consider how and where this prompt was shown in the product, and I want to be open that we don't have any plans for enabling the ability to hide the Make Payments option from this screen.
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AU Payroll - Allow to change settings for Decimal places for pay items.
pay rates rounding by 4 decimal points causing an underpayment of wages. EG: Base rate is 25.65 x 1.5 = 38.475000 but the award rate is actually 38.48. Need a solution for this ASAP.
11 votes -
NZ Payroll - Adjust hours automatically in 1st pay run to recognise employee start date
Xero defaults to full pay period hours for a new employee in the 1st payrun even if the employee start date (already entered into Xero) is part-way through a payrun. This doesn't make sense and is too easy to overpay a new employee in this way, if a manual override has not been done. Ideally, Xero would calculate the expected hours for a salaried employee based on the start date, but another idea would be to flash up a warning before finalising a payrun with employees that have a start date listed within the pay run period.
11 votes -
Dashboard - List prepayments separately from "Awaiting payment" list
List prepayments separately from "Awaiting payment" report in Dashboard.
At the moment, prepayments are lumped together with "Awaiting payment" reports in Dashboard. This gives a wrong view of the actual number of invoices that are awaiting payment. Please list prepayments separately on a different line.11 votes -
Sales - Search for Invoice by Description
This is NOT a duplicate of https://productideas.xero.com/forums/939198-for-small-businesses/suggestions/44961124-global-search-search-items-by-description.
I am suggesting that within the Invoicing section of Xero, where a Search can be initiated, a checkbox is required that will "Include Description" - allowing customers to search for an invoice by the contents of the description field.
I understand the performance impact on the overall system of putting this feature in the "Global Search" box, hence my suggestion to make it an "Optional" search via checkbox.
Because the invoice reference field was reduced to 255 characters (https://productideas.xero.com/forums/939198-for-small-businesses/suggestions/49018595-new-invoicing-remove-255-character-limit-for-ref), this would be the only way to be able to find…
11 votes -
New invoicing | Send - Find email
With the old Invoice system, the message will correctly prompt the email address for that contact. If I choose instead, to send the message to another contact email first, I simply clear the prompted address and begin to type the intended address and the full address is usually prompted after typing the 1st 3 letters. Is there a way we can make the NEW INVOICES do this? Surely this can be done in the new Invoice Format..???
11 votes -
Expense Claims - Edit after it has been paid
It would be good if you could edit some fields in an expense after it has been paid, without having to undo the payment and redo. It would be the the same as for Bills where you can edit some fields after they have been paid.
We pay our bills in batches so to undo a payment means you have to undo a lot of payments and redo.
The fields we would like to edit (like a tracking category, or unassigning an expense as billable) do not affect the payment details.11 votes -
New Invoicing | Contact - Change default selection on tab from "add new"
Currently trying to use the new invoicing, but I'll start typing a contact name then tab across before seeing the contact pop up, since I use this contact daily. Under the old invoicing, it would just find the contact once I hit tab. Under the new invoicing, a new contact is created. And since the invoice is saved immediately, this new contact is also saved, so once I finish with the invoice, I then need to go and archive the contact that was created.
Can we change the defaults or something to fix this?
It does the same thing with…11 votesHi community, appreciate your feedback. Currently our team are working on some improvements to the To field in new invoicing and the contacts card that appears when selecting a contact. We understand some of our customers make use of the keyboard much more than the mouse and in reviewing the flow when using Tab the team will be making a change to make selection of a contact and movement to the date field smoother. I'll come back to confirm the detail of the change when this is released.
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New invoicing - Issue date end of last month
In new invoicing the drop down issue date is today or tomorrow. I suspect "Yesterday" and "end of last month" would be helpful for lots of businesses who bill the day or month after a job is finished.
11 votes
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