22 results found
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Dashboard - Posting Payments/Receipts direct from the Dashboard
When posting a payment /receipt against an "already entered" Bill or Invoice, it would be good to be able to do this from the Dashboard. This link could be added to the "+" on the Dashboard and could take you to a search facility to search for the Bill or Invoice. This would also save time having to search under Bills to Pay and Invoices awaiting payment.
Yes, payments and receipts are automatically matched in the Bank Rec, but it would be good to be able to post the payments/receipts without having to wait for them to appear in the…2 votesHi 👋 your idea is being looked into by our Community team. We will be in touch soon to update you once your idea has been reviewed.
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NZ Payroll - Ability to add a description field to pay template deductions
Will it be possible to have "description field" in the Deduction field of the Pay template? That can be changed or updated directly on the pay template. For example, to add the ending date for staff loan deductions.
3 votesHi Denise 👋 We've found another idea that actually looks similar to what you've requested. If you agree, let us know and we can merge your idea into this one to gather support for the idea in the one place.
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batch payment
Increase the viewable Items per Page to remove the 200 limitation on Batch Payments
Currently the Items per Page maximum is 200 (in Bills and in Invoices). Please increase this amount. This would allow us to pay more than 200 invoices on a single Batch Payment rather than having to be split over multiple Batches. Thanks.
2 votesHi 👋 your idea is being looked into by our Community team. We will be in touch soon to update you once your idea has been reviewed.
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Stripe - Exclude Surcharge from Stripe Fee Calculation
I was wondering if it was possible to get surcharge not added into the total charge that stripe uses to get their processing fee. I always thought that the surcharge total would be like the money that they took their charge from which is why I added the surcharge anyway. It ends up being that stripe adds the surcharge in with the base charge on the customer invoice and then takes out their processing fee. I don't think that is right though. It should be a way for stripe to only charge their processing fee to the base cost of…
2 votesHi 👋 your idea is being looked into by our Community team. We will be in touch soon to update you once your idea has been reviewed.
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Bills - Facilitate Online bill payments for Metro Bank
Facilitate Online bill payments in Xero for Metro Bank
1 voteHi 👋 your idea is being looked into by our Community team. We will be in touch soon to update you once your idea has been reviewed.
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Thumbnail images in files inbox
It would be great to look down the list of files in the Xero Files inbox and see a thumbnail image of what the PDF is, so that non-relevant ones or replicas can be deleted in bulk.
When files are forwarded, often the attachment is loaded to the inbox along with multiple other files which turn out to be logos from the email signature, and it is time-consuming to have to open every file to find out whether it is relevant or not, and delete individually.
1 voteHi 👋 your idea is being looked into by our Community team. We will be in touch soon to update you once your idea has been reviewed.
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Report tracking categories in invoices and bills
Reports eg Transaction reports, should be able to be summarised by tracking category. Currently if a bank transaction is spread across a number of tracking categories, the transaction report will report this as 'multiple categories'. This is very unhelpful.
1 voteHi 👋 your idea is being looked into by our Community team. We will be in touch soon to update you once your idea has been reviewed.
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Lloyds Charge Card Bank Feed
The charge card bank feed from Lloyds CCDM to be implemented into Xero. Currently a manual statement has to be uploaded.
1 voteHi 👋 your idea is being looked into by our Community team. We will be in touch soon to update you once your idea has been reviewed.
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ability to invoice and email on a cash sales account without the balance being revealed
The ability to email an invoice on a customer sales account without the balance of the account being available to the recipient.
1 voteHi 👋 your idea is being looked into by our Community team. We will be in touch soon to update you once your idea has been reviewed.
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To make the suppliers` Contact Groups visible on the Bills to Pay screen
That would be great to make the Contact group field visible on the Bills to Pay screen to let us filter to certain contact groups when we are preparing a payment file.
We use the contact groups for example to mark suppliers that are paid by Direct Debit, so this would be a useful feature to filter them out and do not pick their invoices up for a BACS payment.
We also have another group of suppliers within the contact groups that we pay at once on the same day of each month so we would be able to easily…
1 voteHi 👋 your idea is being looked into by our Community team. We will be in touch soon to update you once your idea has been reviewed.
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Custom Titles for Prepayments
Invoice Settings - Branding Themes - Prepayment title
Why can't we alter what shows on a prepayment? We have several customers who mistakenly pay us twice for invoices, this is made worse when we send them the prepayments (of the double payments) which say "Tax Invoice" suggesting this is money owing to us. Why can't we change the title to "Credit Note" or similar, so that our customers know that they've overpaid without us needing to manually contact each customer.
It should be a fairly easy fix, seeing that most types of invoices, quotes, drafts, etc have the ability to…1 voteHi 👋 your idea is being looked into by our Community team. We will be in touch soon to update you once your idea has been reviewed.
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Timesheet quantities
Timesheets - aside from just having an employee enter hours worked against each, it would be good to have a customizable timesheet that other fields could be recorded against the day that are not hours driven. For example - for one day have the employee enter 5hrs of time worked but also another field for a quantity driver - eg; enter quantity of 3. We have one client with a large number of employees that are remunerated via an hourly rate plus a quantity driver. The current workaround is the employee to submit the timesheet but also send a separate…
1 voteHi 👋 your idea is being looked into by our Community team. We will be in touch soon to update you once your idea has been reviewed.
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Fixed Asset Reconciliation report - Hide accounts
I would like to be able to hide accounts on the Fixed Asset reconciliation report so that I don't have a page full of Fixed Assets accounts that have no assets attached, and haven't been used for years.
1 voteHi 👋 your idea is being looked into by our Community team. We will be in touch soon to update you once your idea has been reviewed.
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Accounts Payable - New Bills/payee's highlighted in Batch Payment Summaries
Accounts Payable - New Bills/payee highlighted in batch payment summary
I review the batch payment summaries for our organization after they have been approved by managers but I would like some further controls - it would be great if there was some indication on the batch payment summary that this was a first time bill payee and/or if Xero could check for duplicated bank account numbers in the batch payment summaries.
1 voteHi 👋 your idea is being looked into by our Community team. We will be in touch soon to update you once your idea has been reviewed.
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Tracking Summary Report - Allow editing of report layout (e.g. filtering by account code)
The current Tracking Summary Report is quite inflexible. I'm unable to filter by Account Code, edit the report layout, nor save as a custom report. It would be good if this report design could be refreshed to include these features, and to bring the report inline with the newer style reports.
1 voteHi 👋 your idea is being looked into by our Community team. We will be in touch soon to update you once your idea has been reviewed.
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pdf security
Please enhance security for all PDFs produced by Xero to prevent editing and stop potential fraud and theft.
Xero should have a setting to password protect the PDF from editing, which the administrator can control.
This should be a default setting that can be changed.1 voteHi 👋 your idea is being looked into by our Community team. We will be in touch soon to update you once your idea has been reviewed.
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quotes to invoice should have option to change order in xero app
quotes to invoice should have option to change order in xero app
1 voteHi Davinder, we'll need a bit more information to review your idea here. When you say change the order can you share some more detail - is this to change the order of the items within the invoice?
Also, please share as much detail as you can about the benefit you'd find in having this feature. Thanks
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Plan - Free option for new entrepreneurs
I'm unfortunately recommending many new small business owners (mostly solopreneurs) with limited financial resources to use Wave Accounting free version for their bookkeeping.
I mention to each of them to transition to Xero once their business will have overgrown Wave free version.
I'd love to recommend new entrepreneurs to get started on Xero immediately, but when they have very limited financial resources it makes more sense to use a free accounting software than the $25/month Xero offer.
I'd love to see a similar offering from Xero so I would recommend solopreneurs to get started on Xero and to start paying…
1 voteHi 👋 your idea is being looked into by our Community team. We will be in touch soon to update you once your idea has been reviewed.
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while generating the quotation, we would like our company details to appear on the continuation pages as well. Currently, only the UEN numbe
while generating the quotation, we would like our company details to appear on the continuation pages as well. Currently, only the UEN number is being displayed. Additionally, we would like to include page numbers for easier reference by our customers.
1 voteHi 👋 , just to get a better sense of what you'e asking here. It sounds the Quotes you create may be quite large and span multiple pages - Are you asking for the ability to enter a custom header that would appear across each page of your quote?
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Invoices - Add an option to assign expenses to particular invoices.
I'd like to be able to assign particular expenses to an invoice. Currently I can mark an expense as invoiced but it would be much better if we could select which invoice it's actually been included on.
1 voteHi 👋 your idea is being looked into by our Community team. We will be in touch soon to update you once your idea has been reviewed.
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