37 results found
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Price Field Default Cursor Position
When I create a new invoice and Tab through the fields filling them out, a few days ago, the PRICE field used to default to the price being highlighted, so you could immediately start typing a price.
Today I start doing some invoices and all of a sudden, the cursor now defaults to the end of the 0.00, so when I start typing, I get the price of 0.00440, instead of $440. What a pain in the butt honestly.
After some searching, I see others complained about this months ago.
No idea why our system just started doing it today…3 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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MFA - Move cursor to code field automatically
When I login to Xero, I enter my email address and password and am taken to the second page (MFA).
I'm then asked for the authenticator code, but I have to click into the field to enter the code.
Xero knows that there is an almost 100% likelihood that the first (and only) thing I am going to do on that page is enter the MFA code.
Xero should automatically have the cursor in that field so that I can type the code without clicking into the field.
40 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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Giving Statements for Year End
It is crucial to be able to print or email statements to multiple or all contacts with received money transactions at once showing each received money transaction for the contact in a time period on individual/separate pages by contact. This is really needed functionality because any nonprofit entity needs to send giving/donation statements at year end. I have tried multiple reports and statements. I can create an Account Transactions report showing all the clients and the received money entries, but it doesn't allow me to separate contact on their own page. The functionality under Business and sending statements would be…
3 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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Customer based pricing tiers
Offer multiple price lists for each inventory item, such as Cash Sale Price, Trade Account Price, and Bulk Price, so that you can assign a pricing tier to each contact.
This would improve the accuracy of quoting and invoicing while minimizing the need for manual workarounds to adjust prices. Speeding up the whole process.
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 Send over due reminders from invoices page
Please set up an option on the invoice page to send over due reminders. It is very cumbersome and time consuming being required to open the invoice
click email
click edit
Click the correct email template
click send
find the tiny box that says sent (make this bigger and green)A more efficient method is to have a column on the invoice page with a heading that says "send over due reminder" with a tick box next to each invoice.
We can then tick all the over due invoices, it will automatically populate the over due email. Have an icon…
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 download timesheets
we have option to download pay slips of employees but, there is no option to download timesheets it would be easy to have a option to download timesheets.
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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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.
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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BAS / Activity Report to show more (like the old version GST calculation page)
BAS - G3 GST Free sales & G14 Purchases GST Free Expenses.
It would be great if the new BAS reporting (Activity Statements) showed a GST calculation Worksheet, like the old reports used to. Showing more than just the 5 G figures that it currently does show.
This would make it easier when reconciling the BAS, instead of having to scroll through all of the transactions on the transactions page to find GST free figures.
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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download CSV for multiple employees
Currently, there is no functionality on xero payroll to download CSV for multiple employees details (clicking the three dots to download a CSV) is designed to work for individual employees. However, it would be great to have the ability to generate the report for all employees, both current and historical, in one go instead of one by one. This will save on time and make the payroll reporting experience less tasking.
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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Leave approvers – would any business want their external advisor approving leave for their team!
Employees select who approves their Leave when they make a request – our accountant as an external advisor is on that list who knows nothing about our leave and would not be authorised to approve it.
Can we have a check-box in User Settings so we can reduce the Leave Approvers list and thus improve employee user experience.
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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Inclusion of Original Currency and Base Currency Values in Ageing Reports
There is no indication of the original transaction currency per row, reducing transparency and accuracy for businesses dealing in multiple currencies.
Purpose:
Better Decision-Making
Understanding ageing in both base and original currencies helps businesses evaluate true exposure and prioritize collections/payments more accurately.Audit and Compliance:
For audit trails and compliance, showing both currencies makes it easier to justify reported amounts and FX differences.
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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XPM allow multi customers to be invoiced on one invoice
XPM - add the facility for one invoice to be raised for mulitple customers.
We have one holding company for mulitple companies, that wants only one invoice for them all1 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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xero mobile app - Product & Services to be selected from Bill or Expenses
On the Xero mobile app it would make life easier for small entrepreneurs who are always on the go to update products purchased and update their inventory from a receipt that they capture on mobile app. This feature is only available from a desktop computer where persons need login from their computer to enter Bills or expenses for the purchases of inventory products. At the moment this is possible through the Sales invoices. Please make it available through purchases as well
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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Bilsl - Work through the PDF (existing classic feature - please keep)
Bill entry - keep the ability to tab through and edit through the PDF of the supplier's bill.
Note this is a request to keep this beautiful feature when it comes time to upgrade Bill Entry. The ability to have a PDF in mid screen while tabling and data entry literally 'through' the PDF and seeing the fields change is a huge time saver and contributes to accuracy and speed - this is something that maybe overlooked when the team starts to 'upgrade' billing as per invoicing et al.
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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Keep report preference settings
Can the report preferences be set to stay the same until changed?
I am catching up on prior months and any enquiry everty time defaults to current period and I have to change the date every single time.1 voteIs this within an individual report, Maresa? If so, you're able to set up the report with the filters as you choose then save the report as Custom this way you'll have access to that report anytime with the same setup. If you'd like to set this as the org's default this is also possible 🙂
LMK if this accomplishes what you're after by replying to my update.
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Reporting - Run customer/supplier activity report for a range of customers.
Add the feature to run customer/supplier activity report for a range of customers.
Xero team quote "this is already possible however it exists within a different report. You can run either the Receivable or Payable Invoice Detail or Summary reports, where you'll be able to filter and select the contacts you'd like to run the report for."
But it is not we required. Receivable only show outstanding receivable , not all transaction during the selected period for that customer.
We would like to have some sort like customer movement report with selected filter of a range of customer.
1 voteHi there, appreciate you trying the report we shared in your last post. Taking on board your recent feedback, it still sounds like this is something you could get with Xero's existing reports.
For example in the Receivable Invoice Details report, you could Group by Contact, select the Date Search to run by Due date, and add a filter for Status to only show invoices that are Approved or Sent, excluding those that are Paid.
Alternatively the Aged Receivable Details report will offer similar information on only the invoices that are outstanding at the date the report is run.
Keen to hear if either of these achieve what you're needing. Just reply to my update to let us know 🙂
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Upload Delivery order to Xero
Can you add a task bar for upload of Delivery order so that we can link invoice with delivered DO documentation.
1 voteHi Gary, when you refer to a delivery order is this being entered in your org as a quote at present? Alternatively, would attaching as a file to the invoice suffice?
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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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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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