1621 results found
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Reconciliation | Find & Match - Payruns and superannuation payments
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 -
Batch Payment - SSV file type option
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 -
Bills - Open .doc attachments natively in Xero (without downloading)
Please make a change so that a .doc attachment (eg against a payment) can be opened without having to downloading it
1 vote -
Project reports - Filter by invoice status
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 -
Customer statements - Change how Credits and Overpayments are reflected
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 votesHi 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?
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Go Cardless | Notification of Direct Debit failure
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 -
Inventory - Report for item rentals
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 -
Quote - Add a tick box when converting from quote to invoice to keep quote date
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 -
Invoices/Bills - Ability to enter total amount first before entering the item lines
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 -
Invoices - Allow 'Positive discounts' for commission
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 -
Bills - Auto populate Description from Reference field
When you create a new transaction you have 2 fields which identify the nature of the transaction - "Description" and "Details".
I find myself constantly copying one to the other. It would be really useful if Xero could auto-copy description across to details, and if you don't want it the same you can overtype the details.
Having content in both fields helps identify the item, and usually the same content will do.
2 votesAaah I see, thanks for the extra detail, Rick. Have slightly updated the title of your idea and we'll start to get a sense of the interest from your idea here.
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Customise debit note template
Ability to add a company logo to the debit notes and customise fields.
3 votes -
GoCardless in Xero: Expand direct debit auto-match
I have used both the old & new GoCardless/Xero integrations. I thought the old one was great from an automation perspective if you were able to automate contact creation and this would automatically match the direct debit with the contact.
Unfortunately, the new integration is quite restricted and an auto-match will only be done if the DD mandate is created directly from an invoice in Xero. This makes things very difficult from a scalability perspective and makes the new GoCardless/Xero integration unworkable. I've worked some businesses who have 30+ new customers a week and, once the migration from the old…
6 votes -
Projects | Time Entries: Ability to sort by time started
Projects>Time entries
Currently only one view, in order of entry.
We enter start and end times for tasks.
Would prefer to have the ability to sort the time entries page by time started. That way a user can more readily identify parts of their day not yet entered.5 votes -
Remittance - Ability to include Check number
Remittance Advice - Show check number for vendors to be able to reference.
2 votes -
Sales invoice - Create project while entering an invoice
Make it possible to create a new project while entering a supplier invoice in a similar way that you can create a new contact if the one you want isn't there. At the moment if we are entering a batch of invoices and there is one that hasn't had a project created we have to create a new one in Projects first before we can continue.
2 votes -
Check Register: Hide previously printed checks
When printing newly created checks it would be nice to have the ability to easily select all for just those new checks by marking all previously printed checks as having already been printed instead of either having to check the box next to each check you want to print or by doing a search by date (if you print checks once daily) to be able to then select all to print.
3 votes -
Invoice Payment - Automatically asking customer to register Auto pay
I will like an option that will force customer to register to Auto Pay.
All our customers agreed to use Auto Pay and most of them "forgets" or "don't see" the Auto Pay checkbox option. So, what happens, they pay thinking they have subscribed to Auto Pay.
This option will make our billing management so much easier.
A quick fix to that issue could be the following:
When they select the button "Set up auto pay", then the Auto Pay checkbox should at least be already selected.8 votes -
Bills - Allow the ability to enter .01 instead of having to enter 0.01 in Total field
Fix the Bill Total field to allow regular number input ability.
Specifically, allow the ability to enter .01 instead of having to enter 0.01 which is very unnatural. So, disable/remove the logic that requires the Bill Total entered to start with a number.
Use Case
- We get numerous invoices with a $0.01 total where the product may be an allocation or new line incentive. I constantly get a Bill Total mismatch because I enter the Bill Total as .01 which results in $1.00 bill total instead of the expected $0.01 bill total.
Secondary to this primary fix - Allow…
1 vote -
Online Invoice | stripe - Allow customer to save their card on file when making payment
I'm invoicing through Xero and I want to allow customers to save their card on file in my stripe account when they pay an invoice.
This way, we can bill them again in the next cycle. We deal with metered pricing, so the value of the invoice is different each month based on usage.
7 votes
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