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1629 results found

  1. Projects - Would be terrific if we could produce a report based on employee projects, for example to be able to see what staff currently have on, the $$ they have quoted for a period of time etc.

    12 votes

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  2. When a client opens an invoice or quote Xero shows the IP address of whom ever opened it and the time it was opened. This is especially helpful when multiple people have access to the invoices. It also shows that the client did in fact see the invoice especially when they claim they haven't. Handy tool for chasing payment

    2 votes

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    Thanks for your interest in how we can build Xero invoicing for you. Right now we want to be open we don't currently have plans for developing history to include the IP address of the user that views the invoice. We will continue to collect interest and monitor this here.

  3. It would be great that it would be possible to set a default branding theme for a particular currency. This way the payment details added to a theme tailored for a Currency will match the invoice currency without manually having to set the correct theme in the invoice.

    6 votes

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  4. After adding a bill to pay, there is an option to add another bill. I suggest another option, "Add another bill from this vendor". I often process more than one bill from the same company.

    3 votes

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  5. To import individual time entries from projects to payroll timesheets, at the moment this only comes through as a bulk time for the day, you then have to manually add the time to the particular pay item if you use more then one pay item. Very frustrating and time consuming, would be nice to have this automated.

    13 votes

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  6. Expenses search and sort.

    If you only have access as a user and not full access to the accounts, searching past expenses is a painful experience.

    What a painful thing searching for expenses in Xero is.

    Can't filter by date range, or search for a particular description, or search by account. And they're in some unfathomable order which you can't sort by date.

    Suggestions: Sort by date option to help answer questions like 'did I remember to file that expense 3 months ago'

    Filter on date range: 'Show only expenses between January and March last year'.

    Search on description: List…

    14 votes

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  7. It would be good if you did not have to enter the decimal place when entering dollar amounts. Just saves 1 extra key stroke but that adds up to a lot of keystrokes

    2 votes

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  8. The purpose of this development would be to add the wages payable & superannuation payable entries to the Match, Find & Select menu. This would allow you to see the payrun for the week or superannuation processed by the program and match as appropriate.

    The purpose of this development would be to allow users to see the payment and the actual information processed in Xero and potentially correct issues (e.g. reduce potential underpayment of superannuation/wages at point of reconciliation instead of months later).

    15 votes

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  9. I need Xero to have more payment file formats to upload bill payments into the bank. It is such a useful function, but it becomes too much manual intervention to add columns every time you export the file to match your specific bank's needs.

    It will be great to be able to upload a template that can pull the needed info, similar to a Sales invoice templates.

    3 votes

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  10. Sales Invoices Additional Line Level Text Field (2nd Description field)

    For businesses that need to record the date, reference (work order/docket number & job number) and also the full description of the items purchased for each line item as opposed to issuing separate invoices for each sale to that same customer through out the month.

    For example: Trucks pick up materials from the local quarry daily. The driver provides a work order that is sent to the office for invoicing. A draft invoice is created and each work order is added as line on the invoice until the invoice is…

    16 votes

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  11. Please make a change so that a .doc attachment (eg against a payment) can be opened without having to downloading it

    1 vote

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  12. Please can we have the option to drill down a project summary/project financial report to only include submitted/paid invoices and to be able to have the option to exclude draft invoices

    1 vote

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  13. Please look at amending the template for customer statements. Its terribly presented at the moment with overpayments being recognised under the invoiced amount section as a negative and balances not cumulating at the end

    5 votes

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    Hi Neilin, I know you've mentioned customising the template, however from the sounds you'd like to change the behaviour of how items within a customer statement is represented?


    If so it'd be good to understand more of the reason of why you're wanting to show overpayments as a positive? 

    If a customer has paid more than expected amount this amount is then a credit on their record and in turn draws down the total amount owed. 

    Alternatively you may want to be looking at recording as a prepayment? 

  14. If the company uses the Go Cardless payment feature, it would be good to have the fuctionality to know if a direct debit has failed

    7 votes

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  15. Ability to use BPay reference number for invoice reference number.

    Purpose: Users can easily have an option to utilise BPay reference number as their invoice number.

    19 votes

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  16. We are a meadery that often sells mead in kegs. This idea would also apply to breweries.

    I use a "Keg" inventory item to track the physical keg shells. I use a separate item for the product inside the keg. So an invoice for one keg will show two items: the mead itself and the keg. This helps me keep track of our physical kegs on hand, weather they are full or empty.

    When a client returns a keg, they receive a credit note for returning the keg. In addition to getting their deposit back, this keeps my inventory correct.

    1 vote

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  17. To add a tick box when converting from quote to invoice to keep quote date and not for it to default to today's date. Similar to the option to mark as invoiced or not. It would be great if the date does not default today's date if it is revised but stay on the original quote date. Once the quote is accepted and it is converted to an invoice, we please need the ability for the quote to stay on the original quote date and not to default to today's date.

    14 votes

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  18. When entering a bill or invoice, you enter the total at the top then add statement lines, would be great if it showed remaining amount to be charged/ reconciled to reach the desired total. This would cut down admin time when reconciling bills after entering gst amount could show the total remaining as the non gst amount so you do not need to calculate the remaining amount.

    9 votes

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  19. Allow discounts to be +, so we can add £% to an item where we are adding commission for example. Currently I have to manual amend each line. Unless I am missing a trick and there is another way?

    1 vote

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  20. Xero Projects - Needs Total Estimated Hours & Total Actual Hours (for Tasks) at top of Project. We quote projects based on hours and $ for each task. We would like to be able to easily see 'total hours' at the top of the screen for the project, and then total hours used, so we can see how many hours we have left to go on the Project (helps us to keep worked hours in check). At this point I would have to manually add up all hours for all tasks to get a total, which is tedious, and then…

    7 votes

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