4561 results found
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Project Reporting - Detailed Invoice Lines
To show the invoice line detail in project reporting rather than a consolidated invoice line.
You have to allocate each individual line on the invoice to a project but on the project report it consolidates to just one line which doesn't make sense when you put the level of detail at the invoice that it doesn't pull through that detail to the project reporting.
6 votes -
Branding - Set defaults for different types of transactions
I already submitted and someone closed off my ticket incorrectly.
I want the ability to have a default template for INVOICES and a different default template for QUOTES.
Someone submitted this as already existing here https://central.xero.com/s/article/Set-default-invoice-quote-templates?userregion=true
But the default invoice template set for the contact will override the organisation’s default template when you add an invoice, quote, customer
3 votes -
Delivery Order
Most our clients require Delivery Order. The current packing slip does not cover the clients company requirement.
15 votesHi Gloria, could you give detail on what is missing in the packing slip that doesn't quite suit your clients needs here?
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Purchase Orders - Import associated files from Unleashed
We use Unleashed (UL) for all of our purchases and sales. The team uploads associated files, proformas, invoices, and receipts directly to the UL PO.
When the PO is completed and 'pushed' to Xero, the associated documents are lost. I then have to login, find them, download from UL, and then upload them into Xero.
Is there anyway that these files can be pulled with the rest of the information?
1 vote -
Invoice - Allow Excel formulae in invoice fields
In due date fields (and why not other fields), allow Excel formulae with invoice fields as variables into the formula to drive the default value. The existing constant value is a valid excel formula so would be backward compatible.
2 votes -
Reporting: Profile based defaults for settings and reports - Based on client files and user
Ability to set default reporting options (default to show account numbers, specify no. of results per page, your own date preferences), along with favourited reports - but have it linked to your Xero user profile rather than the client's file.
I work on multiple files a day and don't want to change their file settings - but manually changing to my preferred reports every time the page refreshes is exhausting.
2 votes -
UK Payroll - Smart Pension Integration
Integration between Xero Payroll and Smart Pension would be great!
32 votes -
AU Payroll - Support for prorated salary
I had a situation recently where we increased an employees salary but they wanted to reduce their working hours by 80%. The salary is based on 1 FTE. There is no way to actually do this in Xero Payroll. If I put the FTE salary in (to recognise the actual approved salary increase) and set working hours to 8 hours a day 4 days per week the 1 FTE salary is paid out in full over the year. But it should only be 80% of that. So I had to enter 80% of FTE and reduce the actual work hours…
6 votes -
Sales invoice - Ability to combine or merge multiple invoices to one
Our new system separately invoices every job we complete. This gets loaded into xero invoices, ATM you can copy these individual jobs and they can be put on to one invoice, great.
However Xero wont let you add more jobs to this invoice by the same copy facility.
It only gives you the option of a customer name not an invoice number.
I would like to be able to add jobs daily to this invoice and send my customer one invoice at the end of the week/month.11 votes -
Dashboard | Customise Cash in and out - Include Transfers
Currently the "Total Cash In and Out graph" on dashboard shows the total cash received and the total cash spent through all of the bank accounts in Xero. This graph excludes transfers between bank accounts as don't they affect the overall total.
It would be nice to be able to customize that graph to exclude certain transactions. Ie. if a shareholder loan is made, this would show up as cash in.
5 votes -
Bills to pay: Pay supplier bills via electronic funds transfer (EFT)
To deposit a payment directly to a supplier's bank account is an important method to process bill payment for any business. I believe that you know EFT 80 Byte File Layout mandatories in Canada, but the batch file export from Xero does not meet the requirement. You should have a plan to service EFT ASAP.
8 votes -
NZ Payroll: Notes on Time Sheets
We have just moved onto Xero Payroll and it would be very helpful if employees could add notes to their timesheet each day.
15 votesHi everyone, an update to my earlier message:
This change was specific to users of the Australian payroll.
Apologies, and we'll shift this idea back to 'Submitted' so we can continue to track and share if there are developments in New Zealand Payroll.
However, at the moment this is not in the team's plans.
- If you operate across multiple regions, and are interested in reading more, I've updated this idea. which is specific to AU.
Thanks for your understanding.
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Account Transactions - Add a description to a Batch Deposit
It would be really great if we could add a description to a Batch Deposit, instead of it coming up automatically as "Payment: multiple items"
I know we can add a reference but being able to put your own description would also be great too.Cheers Janice Nuttney
1 vote -
Expense report - Ability to export with attache files
I need the ability to be able to print an expense report to provide to a client that includes all of the supporting documentation. All of the receipts are captured via Xero Expenses app but I can't print a report that includes them. To provide that information to my client...I had to screen shot every receipt and them insert them into a Word document. This isn't a workable solution. Please add this report.
5 votes -
Projects - Notification or reminder of invoices and projects due
Ability to set reminders/notifications to raise next invoice in Xero Projects
When raising the quote, which details the scheduled dates that the customer will be invoiced, it would be useful if you could set a reminder/notification on the project to tell you when to prepare and send the next invoice out.
5 votes -
AU Payroll | Lock ABN in Organisation settings once STP filed
I would like Xero to automatically lock the ABN on a client's file after the first STP event has been lodged. This will prevent clients changing the ABN when they change the entity's structure and reporting STP incorrectly across two ABNs. Undoing this mess is a nightmare.
33 votesThanks for your feedback so far, everyone.
We're currently looking at ways we could help fix double counting for issues at the ATO that have been made due to changes made to an organisation's ABN/Branch number and it'd be great to get input and further feedback from some of you here to help us understand and solve these issues.📝If you're interested in participating in this research and would be available to connect (this week) on 24th or 25th November 2022 - Please click through and complete this short survey. Thanks 🙂
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Account Transactions Report - Running Balance calculation
Currently the Account Transactions Report calculates Debits minus Credits which means a positive Running Balance shows in brackets and a negative Running Balance shows without brackets. This is totally contradictory to the usual accepted Accounting Rules. Can this be changed so that the Running Balance is calculated as CREDITS MINUS DEBITS please ?
2 votes -
Contacts List - View if a contact has a CIS verified status
It would be productive to see if a contact is registered for CIS/verified and their status on the contact account page - where the group info is listed.
Otherwise the only way you can see this info is by clicking edit the contact. And include a signal/sign on the contacts page next to each CIS registered contact so that they can be identified easily.2 votes -
Timesheets AU - Keep default pay template earnings rates in pay runs generated from timesheets
Xero feature to add pay items by default to payslips even after timesheets are approved.
The issue we face now is that once a timesheet has been approved , if we go back into the payslip, those defaults item disappears and we need to manually pick those from the drop down list.
It would be great to have that feature where earnings rate items are saved even after the timesheets are approved.This will also save us time in choosing, extra pay items such as commission, vehicle claims, bonus etc. from the list.
3 votes -
Branding - Edit templates using Google office suite
Invoice branding is only possible using Microsoft. Would it be possible to make this happen using Google OS also?
I know there are hundreds of millions of Google users worldwide many of which will be Xero users since your software is excellent software.Thanks for listening.
2 votes
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