4140 results found
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Payroll AU | Reports - Payroll Activity report to show leave entitlements in draft payruns
Before posting a payroll, when you run the "Payroll Activity" report, include the leave entitlements about to be posted not just the pay items.
So when you download a report to do a final check before posting payroll you can check ALL payroll activity not just half of it !
1 vote -
Projects - Add Project Start Date and the Name of who started it.
Projects- Add date project is started in xero and the name of who started it. This will help us to be able to determine how many days a job took from order date to completion.
We will also be able to tell who started the project if we need further information about it. Something like the 'History and Notes' in the Invoices, where there is a record of who generated the 'Project' and on what date and who makes changes along the way would be perfect. We currently have a project that we are not able to see when it…1 vote -
Inventory - Run Inventory List report by stock codes in Foreign Currency
Generate inventory list report in FC by stock codes as it's very important if you have businesses in various countries with different FC to know an item costs EUR *** in Europe vs USD in USA instead of all in GBP
2 votes -
Permissions | Invoice Only - No access to contact detail
Restricting the Invoice only access so only the contact name can been seen but no further financial information can be seen
4 votes -
Files - Drag & drop a file to attach to a transaction
Just like the "Drop or click to upload files" area below this text box, I'd like an area within each transaction that I can use to upload an invoice or receipt. Rather than clicking the add document button and searching through the file hierarchy.
6 votes -
Bank Reconciliation - Automatic payment allocation to oldest invoices first
If you have multiple invoices for the same client, a feature that allows you the option to automatically apply bank transactions receiving money from the client to the oldest invoices first moving closer to date would be mighty helpful. At the current moment, we have to manually split out each transaction to the invoices when reconciling bank transactions; it stands to reason that if you have a client with multiple invoices and they pay off in chunks, you would want to apply payments to their oldest debt first; having this as a selectable option for a contact / bank rule…
1 vote -
Recent Bill Report - ability to set custom date range
Issue - When accessing the Recent Bill Report from the contact screen the automatic date range is the most current month. If you require anything longer this requires multiple steps to rectify.
Purpose - To show relevant recent bills depending on the contact/entity, not just the bills in the current month.
Solution - Have an option to set a custom date range that automatically loads when clicking this report. This custom date range could vary from entity to entity.
1 vote -
Quotes - View all outstanding/back order items for all of a customer's quotes
When entering a quotation, is it at all possible to do a selection per customer so that we can print out a "back order"list from the quotation. This will enable us to see the customer's name and description for all outstanding orders. Then we dont have to go into each and every quote seperately?
1 vote -
Payroll AU - Reports for Timesheet Approver
As an approver of timesheets i see there are couple of issues which can make the process water tight.
1.Ability to see approved time sheets (siimilar to leaves). Currently once the timesheet is approved for an individual there is no way to check what has been approved
2.Ability to run a report for all employees that have been approved or alternatively ability to allow access to certain reports to the approver.
1 vote -
Quotes - Create one invoice from multiple quotes
Ability to consolidate multiple quotes in to a single invoice
1 vote -
AU Payroll - Submit Leave Request via SMS
Provide the functionality to receive leave requests by SMS notification.
1 vote -
UK Payroll: Automatically send payslips when pay run is posted
To save remembering to do manually, Xero could automatically send payslips as soon as the payrun is created/clicked.
1 vote -
Projects Reporting - Include tracking
Projects - ability to use tracking categories when using the project reporting. At present when project data is entered into xero there is no report that can be filtered using tracking categories
25 votes -
Contacts - Show attachments for transactions in the contact overview
Under the Contact, where Xero shows the current account balance and further down the screen we can see all invoices etc for that contact. When I scroll down the list of invoices I'd love to be able to see a little icon that tells me how many files I have uploaded to each invoice. The only way to tell currently is if I click into each invoice and then I can see the number of files attached per the little file icon at the top.
8 votes -
Invoices: Display Business Registration Number on invoices
We have received several requests from Clients that their business registration number need to appear on their Invoices.
I presume this is a new legal requirement
Could this be added to be visible on Invoices7 votesHi Belinda, when you say from your clients would it be clients orgs that you're helping manage or customers that you regularly trade and are sending invoices too from Xero?
If the first - It is possible to include the Registration number on your invoices using an advanced template - see more on this here.
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Purchase Orders - Option to move back to Draft status
Purchase orders should be able to go from approved back to draft inside XERO so that integration to other stock systems does not fail when changes are made in 3rd party stock management systems.
1 vote -
Dashboard - Show Current/Actual VAT liability
Similar to other "snapshots" available on the Dashboard, for any VAT registered business it is important to know liabilities at the click of a button. Please can Xero support look into an "add-on" for VAT liability total shown on the dashboard
30 votesHey everyone, just a quick update on this one, as it was shifted to delivered in error.
Whilst we have refreshed the VAT dashboard widget with a new look, it does not display your current VAT liability - apologies for the confusion.
We’ll be opening this idea back up to votes and feedback from the community.
As the team have confirmed this is one they’re exploring, we’ll pop it in ‘working on it’ for now.
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Inventory - Airtable Integration
It would be great if there was Inventory integration with Airtable (Airtable.com) to keep proper adjustment of our inventories. It’s a much easier to use system, for small business, that needs less support.
1 vote -
Invoices - Add Pay Now option to Invoice screen
Customers receive an email with "Pay Now" option to pay online with Stripe.
Customers will, instead of clicking Pay Now, just call up with CC and ask to pay invoice.
Having the Pay Now button in the invoice screen would make this so much easier to process.Just let me pay an invoice using credit card from within the invoice screen
2 votes -
User Role: Invoice Only - Ability to add tick box options for setting up a new invoice only user
We need to give a user the 'Invoice only (sales)' permissions but do not want them to view invoices created by other users or ANY sales figures such as 'total awaiting payment' or 'total overdue'.
It would be incredibly useful to have tick box options for main permissions when setting up a new Invoice Only user. These permissions should include:
- View sales totals
- Approve invoices
- View invoices created by other users
- View Invoices awaiting payment tab28 votes
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