4900 results found
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Invoicing: Email receipt from within Invoice
At present, using Xero's Invoicing templates, you cannot send a "Receipt" from the Invoice -> Email screen. It prints as "Tax Invoice" with a zero balance. You have to click into the payment applied and send a "Receipt" from there.
If Xero labelled a paid Invoice as a 'Receipt', then surely we could use 'Receipt' templates - as you cannot unless using an advanced docx template with custom coding.
Secondary to that, Email templates - not being able to have a 'Receipt' template means that our "Receipts" go out with Xero's "View Full Invoice and Pay" message at the bottom…
8 votes -
New invoicing - Ability to cancel out of draft sales invoice
Cancel a Draft Invoice from Invoice Screen (rather than delete which loses the invoice number). Another user made this same suggestion and the Xero response was to hit the delete button and they then closed down the comments/voting option. However, her point was that if you cancel out of the invoice then the invoice number you cancelled out of is still usable, whereas hitting delete means the invoice number is no longer usable. Why has the cancel button been completely removed and only the delete function is now there.
8 votesAppreciate you raising this again, Tom. While it's possible to Delete a draft invoice as new invoicing has autosave built in it's not possible to just cancel out without saving once a contact has been entered.
We'll keep track of the specific interest for this here, and I have merged the original idea that was created around this in with this one.
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Bank Reconciliation - Option to Save a draft reconciliation for completing later
Reconciling funds - I need to be able to save Reconciling items while I'm half way through reconciling.
eg - I receive large amounts via bank statement - eg $16,000. That $16,000 will be made up of 10 holiday home bookings. Then I break down each booking into cleaning, credit card fees, our company commission, Airbnb commission, etc etc. Sometimes there may be up to 80-100 lines of items. Currently I can not save and it is really frustrating as it can take an hour to do and then if I have to leave or can't reconcile I need to…8 votes -
Contacts - Show date on files added to contact
Files added to contacts - can we please show date against when each file is added to a contact ? Add a column to the attached screen to show Date Added
8 votes -
UK Payroll - List contacts in alphabetical order, by Surname
It would help if the list of emplyees were sorted in alphabet order, by Surname. Also, a BACS report that just shows the employee, amount to be paid, and the total at the bottom.
8 votes -
UK Payroll - Notification for cancelled leave
I have had a few scenarios where an employee requests leave and then I have gone into Xero and there are no requests. The employee has cancelled the request, but I have no visibility on this and so I have to reach out to the employee and check so could a notification be sent if an employee cancels a leave request before it is approved? Or if the leave request was left in Xero, but with a 'cancelled by employee' status or something? It is important to have visibility in some form.
8 votes -
Xero Me - Live Timesheet Entry
Live timesheet entries will be awesome, instead of having to wait a whole fortnight to check entries from Xero Me(only when submitted), we can check them daily or on a regular basis.
8 votes -
Reconciliation - Flag any transaction for Review
We need a way to flag a transaction, either a sales, bill or account transaction that can then be pulled into a report for review before finalising BAS's etc.
Whether that be a spend money that you are awaiting a Tax Invoice for, a bill that is in dispute, or a sales that need follow up.
Could it be in the Bank Reconciliation menu where you can then pull the "discuss" notes into a report and the query notes could be there?
8 votes -
Fixed assets: Capital Works Depreciation Schedules
We need more flexibility in depreciation schedules to add Second Hand Capital Works Assets for rental properties.
When you buy a second hand rental property, the capital allowances available under Div 43 needs to be calculated on the original cost, however, the total amount remaining to be claimed will be less than this original amount. Fixed Assets in Xero does not currently allow for this. We need to calculate the depreciation on a straight line basis based on the original cost, not what we paid for it and we need to be able to include an opening written down value,…8 votes -
Repeating Invoice - Update template if contact email address is changed
Repeating Invoice - Update repeating invoice if contact email address is changed
Cant add vote to original post since status changed to "Not Planned" so escalated!8 votes -
Bank reconciliation - Allow the user to select One, Multiple or ALL bank accounts to show on the reconciliation screen
Bank reconciliation - Add Bank Account Filter. Allow the user to select One, Multiple or ALL bank accounts to show on the reconciliation scr
8 votes -
Fixed Assets | Depreciation - Update depreciation rate
Would like to add the feature to change the depreciation rate of an asset (not retrospectively) for the book value. would assist in writing off remaining balance of assets and the like. (Xero AU)
8 votes -
Dashboard - Add staff calendar to Dashboard
There is a good calendar in payroll that I would like to add to my dashboard so I can keep up to date with daily requirements and also see availability of staff including when they will be on leave from my dashboard
8 votes -
Sales - Ability to request remittance from customers
How many times have we received a payment from a customer and not known which invoices they have paid? Or followed up an outstanding invoice that they have listed as paid in their system?
It would be great to have a button to request remittance advice from a customer for a particular deposit. We have a list of customers for many of our clients where we manually send these requests via email. It is time-consuming and inefficient, though it would be great to have the automation of sending the request straight out of Xero from the Bank Rec screen!
8 votesAppreciate no direct feature for this at present, Grace and we'll begin to get a sense of the interest in this here. In the meantime, perhaps including the request in the invoice Terms and Conditions could be a good indicator that this is something you request of your customers when sending the invoice or reminders?
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Email templates - Remove the organisation name
As you’ve found, right now it’s not possible to only show the organisations logo or to remove the organisation name from the email. This would help in customizing what is shown to recipients/clients.
The best way to get your voice heard is by adding your thoughts to our Xero Product Ideas. Xero Product Ideas is a Xero website where our customers can share and support ideas for change.
I’ve included a link to the Xero Product Ideas page where you can view and support current ideas or create a new one to share your thoughts.
8 votesHi team, the organisation name and logo shown on the invoice email is taken from the organisations details page. You can add your organisations logo on this page which will appear on emails sent from your organisation.
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US Sales tax - 1099s: W9 submissions should create an actual document
So we send a W9 request and a vendor completes it, great. But this doesn't create a digital W9 form, it just modifies the information in the vendor's 1099 contact page. So if an auditor requests a copy of a vendor's W9, we have nothing to give them. And it's possible to override the changes made by the W9 submission, so there's no way to verify - say a year later - that the information on their contact page aligns with the W9 information they submitted. The lack of static documentation makes this feature almost useless for us as most…
8 votesHi there
While we don’t create an exact replica of the form we’ve worked closely with our compliance team to make sure that if you are audited we can supply the information needed. We also cater for the event of W-9 information being overridden and needing W-9’s from previous years.
In terms of getting the information for an audit - while we don’t offer a self service option at the moment - if you need it you can submit a request to our support team and we’ll provide what you need for an audit 😊
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Xero App - Show Product & Services on mobile app
On the Xero mobile app, it would be great to be able to search Products & Services. If a customer wants a price on an inventory item, I have to create an invoice or quote, then add an item to see a price. A Product & Services link off the Dashboard would be very helpful.
8 votes -
UK Payroll - Activity Details report with a row per employee
A CSV/Excel file with headers Employee, Gross, Net, NI, giving essentially the same data as the Payroll Activity Details report, for a payrun, but in column format with one line per employee for ease of reference.
We have more than 30 employees and the Payroll Activity Details report is very long and cumbersome to reference.
8 votes -
Bank Reconciliation - Linked hierarchy bank accounts
Can we please have a Parent and Child relationship on the accounts to ease cash allocations. At the moment we are getting 1 payment that covers multiple accounts.
We work with Schools and get payments from Councils and Academy's. These payments go across multiple schools and payments are currently allocated 1 invoice at a time.
It would be helpful to have a Parent account / Hierarchy account or to put the Council/Academy name within the individual school account on Xero and put the Parent/Hierarcy name within the "Find & select matching transactions" - "Search by name or reference"
8 votes -
AU Payroll - Superannuation Payment: Filter by Week Ending not Due Date
It would be great to be able to filter by the PAYROLL DATE not just the DUE DATE for Superannuation Payments.
This would make it a lot easier when creating smaller super batch payments.
Currently, we pay our 100 staff's super each month (30 days after) and this means I need to manually click next to each individual payment line. I can multi-select all, but that will select every single line for all months.8 votes
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