4812 results found
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UK Payroll - Employee 'Known As' Name Field - Please Add to Employee Record
Please can Xero add an Employee 'Known As' Name Field to the Employee Record, and show this alongside the legal name, on the Employees Homepage (& when running payroll) with the ability to sort alphabetically by this 'known as' name in both places.
Nearly half of our employees go by names that are not their legal name. e.g. Annie = Kit Yee, Kate = Catherine, or go by their middle name instead of their first name.
This issue is making running payroll ever more difficult and the potential for error incredibly high, as often the legal name bears no resemblance…9 votes -
New invoicing copy and merge
In old invoicing, when you used Copy and Merge into a new invoice, it kept each of the original invoice's items together in order, including the first line description. In the new Invoicing, it groups together all of the like items from each invoice which is incorrect. This needs to be addressed.
9 votesHi Lisa, it'd be good to get a closer look at some of the invoices you've copied and merged from and to, so we can get a better look at what's going on for you here.
I've just tested creating invoices with Copy and merge from the list view using the same inventory items, however these are created as separate lines on the new draft invoice.
If you can raise a case with our team of specialists through the Contact Xero Support option at the bottom of this page, they can get more detail to investigate and confirm.
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eInvoice - Ability to add this to a contact record
eInvoice option should be able to be set in a clients contact card much like the Xero to Xero network key or as an option where these options are when emailing the invoice.
Include files as attachments
Include PDF attachment
Send me a copy (Email Address)
I feel that the new changes have made things slower for Clients and bookkeeper's
Some of the updates are not as straight forward.9 votes -
Short term cashflow - Option to include draft invoices
Option to include draft invoices in the short term cash flow
9 votes -
UK Payroll - SMP advance
UK Payroll - allow employers who have received SMP advance funding to enter the amount received so that the SMP paid is not recovered, and the correct amount owing to HMRC shows on the Taxes and Filings page.
9 votes -
Projects - Include supplier name in Tasks & Expenses
When in Projects - Tasks & Expenses - it would be really handy if the supplier name was included.
When adding bills, I have to remember to add the supplier name in the bill description before adding the bill info.
Attachment 1 - shows bills in projects without manually typing in supplier name when adding bills
Attachment 2 - shows bills in projects with manually typed supplier name9 votes -
AU Payroll - Pay Contractors in payroll and include GST
Hi,
It would be great to be able to pay contractors (who are paid Super) in Payroll and have an option for GST. I feel the Contractor payments aren't user friendly for most small business as they have subcontractors and contractors where only GST is added and no PAYG tax is deducted.9 votes -
Projects - Repeating projects
Would it be possible to set up repeating projects? IE if I do the same work for a client each month to save me keep setting up a new project could I choose for it to be a repeating project?
9 votes -
Aged Receivables - Include credit limit
We would like to see the credit limits included in the Aged Receivables Details, as well as in the Summary. This way, when we are working with detailed reports, it will be easy to see if a customer has exceeded their limit without having to run a separate report.
The amount could be placed as an extra column on the total amount of each client in the report.9 votes -
New invoicing - "add last items" adds last PAID items
I'm invoicing for June, and I'm clicking "add last items" so that I can copy and paste the descriptions, and it added the items from the last paid invoice and not the last invoice - I know because the last invoice had line items for May, and it added the line items from April. The May invoice for the client I'm invoicing is still open but the April one is paid and closed.
I just want the thing to do what it says on the box.
(I'd also like for there to be fewer than 7 different font/size/colour in the…
9 votes -
Invite user: bulk-invite user to multiple organisations
i would like to add a user with same profile to a number of organisations at the same time rather than individually access each company in Xero
9 votes -
New Invoicing | History - record when invoice has been copied
History needs to show when an invoice has been copied and which invoice it has been copied from and to.
9 votes -
Xero Projects - Auto attach files from Expenses to Project
Automatically add expense receipts associated with an Expense Claim to a Project that converts to an Invoice within a Project. Currently, the Expense Claim description is the only info added automatically to a Project when the claim is associated with the Project. Ideally, we need the receipts associated with those Expense Claims also added automatically from the library to the Project without having to search in a long list of library receipts for a match when creating a customer Invoice for expense reimbursement. When we have 100+ receipts at any given time in the library, then we have to search…
9 votes -
Xero App store - Connected apps price and feature comparison
I am trying to find an app to help with cash flow forecasting. Xero could not have made it harder to compare. Why does the app overview page not say anything about the cost of the app? It only says free trial is available, however, I want to see what the ongoing cost is, before I even consider giving it a go. With Xero increasing costs so often and by an outrageous percentage, I find the lack of transparency of connected apps cost rather disingenuous. Xero needs to make it easier to not just search but also to compare features…
9 votesWe appreciate for many small businesses having more information about connected apps pricing is important when making and choosing solutions for your business.
While this isn't currently available, it's something our team are looking into surfacing through the Xero App store.
There's a bit of work to go into it, but we'll keep you updated of any progress for this here. 😊
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Quotes - Ability to archive quotes
I am trying to archive legacy quotes - I have followed your instructions but when I highlight the selected quotes, there is no option button for archive?
We want our quotes section to a more true reflection of the current business activity but at the same time do not want to have to delete legacy quotes. There is a need to archive similar to Inventory feature.
9 votes -
Quotes - Create repeating quotes
I note there are repeating (aka recurring) invoices and bills.
I would like repeating quotes as well because every year, we issue a quote to some of our clients for maintenance agreements or hosting agreements. It is basically the same quote every year except that the amounts are adjusted for CPI9 votes -
Login - Account Settings - Log in to - BUG FIX
Please fix the Account setting for the Log in to preference so that it works as advertised.
Currently the option to log in to "The organisation I was last in" does NOT work as advertised. It will log me in to a seeminly random organisation from the list of my organisations.
I believe that it is logging me into the "Last organisation that ANYONE was in"9 votesHi community, returning back to this idea and connecting with product we've found users in the same situation have often accessed Xero from a saved bookmark.
If you're still running into the same and have saved a bookmarked URL to access Xero we'd recommend removing this, and going to my.xero.com, or login.xero.com to login to Xero.
If the issue persists it's really best for our specialists at Xero Support to investigate further. You can reach them by raising a case through Xero Central.
With issues like this being best looked into with our support team directly we'll close this idea. Please feel free to respond to let others know if the method above helps. Thanks!
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Xero Projects - Show Supplier Name for un allocated expenses
Currently Unallocated Expenses in Xero projects just show the item line description Which can make assigning to an estimated expense difficult especially when you have "Delivery Charges" I propose a change so that once an expense is allocated to a project and falls into the unassigned it shows the name of the supplier
9 votes -
Xero Accounting app | Tablet users - Screen Rotate
I have the a tablet and use a cover with a keyboard, it would be so much easier to use the app if the screen didn't default to portrait mode and activating the screen keyboard. Please allow the Xero app to rotate to landscape so that I can use the cover keyboard.
9 votes -
Financial reports - Insert blank rows
Insert blank row in customised financial reports to separate different groups..
9 votesHi Karen, could you edit the report to create groups that would show this separation?
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