4710 results found
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Xero Me: Upload PDF to Xero Files from app
Client request to be able to upload a PDF to Xero me into the Portal please
4 votes -
Email Template for Payslips
We need to change the subject line for our payslip email template to include the word Confidential so that we meet our ISO standard
13 votes -
Project - Automatically import individual time entries from projects to payroll timesheets
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.
15 votes -
Reports - Cashflow reports being able to handle larger figures
Were clients have figures in the New Xero Cashflow report of $1,000,000 and $10,000,000. The cashflow can only handles this by reducing the months on the report. An Idea to get arround this would be to do what larger company's do in a prospectus. State in a subtitled that all figures are in millions and omit the last 3 zeros.
1 vote -
AU Payroll - Import Leave Requests into Xero via csv file
Ability to import leave requests using CSV files.
Purpose: To save users time from having to manually create a request to the employee, and approve it. This will also help if they’re using a third party that allows them to export CSV.
23 votes -
Published report | Copy & edit - Date not refreshing in Compilation Report
When I prepare Financial Statements, I copy and edit a published set of Financial Statements from the previous year. But it is annoying that in the now draft Financial Statements, the date in the Compilation Report does not refresh to current date. So I either manually edit the date or add a Comp Report from My Xero. Either way is a pain. Any better ideas?
5 votes -
Contacts - Being able to re-assign contacts in "All" to "Customers" or "Suppliers"
We have imported all our contacts (a mixture of customers and suppliers) into Xero but they have all gone into the "All" category and there is now no way of assigning them to the "Customers" or "Suppliers" categories. It seems like a crazy restriction that not even the Xero people can fix for us. My suggestion is to allow us to move them out of All into one of the other categories.
11 votes -
Reporting- Customize Columns (Add/ Remove any column from Company fields or Contact fields)
Allow any field from the company or contact field to be added to report columns. e.g. Company account ID so once a report is downloaded we can use Vlookup and consolidate data from several different reports, Company City, or State so we can evaluate sales based on geography. The currently available columns in the Reporting are very restrictive and do not allow a business to make smart decisions as data is scattered or not available easily.
1 voteHi Lynx, appreciate raising your idea in community. While we don't intend to make every field of a contacts record visible in every report appreciate your detail around the Location and Contact Account Number that you'd like to be able to view. Are there any specific reports you'd find this most useful in?
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Sales Invoice - Print each customer's payment term on tax invoice
Does Xero have any plan to put the payment term feature showing on tax invoice in near future? Currently, we setup on each customer record. But the payment term is not printed automatically for each customer. Hope to see this feature soon on all printed invoice.
4 votesHi Emily, there's no way or immediate plans for enabling differing payment terms per contact on invoicing atm.
Right now, if you have differing payment terms for different sets of customers, they way to represent these differences would be through the use of invoice templates.
You can then set a default branding/template to be applied to each of your contacts which'll be auto applied when you raise and send an invoice for them.
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Quote - Bigger space for terms
When creating quotes, there is not enough space to add our Terms and Conditions in the relevant field. There are nowhere near enough characters. Please can you increase the size of that, and also allow us to have smaller text there too. We have long terms and it's very important we get them in.
9 votesHi team, while we don't have plans to increase the space directly within the Quote on Xero there are two ways you could go about adding larger terms to your Quotes. You could;
- Attach the (externally created) file with the full T&Cs to each quote as it is created, and then include it as an attachment
- Use an advanced invoice template for your invoices/quote etc - making the document the second page of the advanced template.
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CIS Return - Notification of change
Need a warning message when a CIS Return has changed from the original amount submitted, to enable the user to know that an amended return neds to be submitted.
19 votes -
XeroMe - Timesheet One-Touch "Tap n Go" Widget
Timesheet Tap n Go Widget for Mobiles
The Xero Me app is fine for leave and payslips, but it's not the best for end-user timesheet input or management. Sure it works and links to the pay system, but from an end user experience it's behind other timesheet apps as users have to log in to then manually enter times.
However, with a one-touch "tap n go" widget employees could put on their mobile devices (they already download Xero Me ) so they simply tap to input (check-in) the current time and tap to end (check-out).
This is a common feature…
6 votes -
Projects - Report that can export project deadline as a field
Projects module has functionality to enter a deadline date but none of the reporting options can export a column with it.
5 votes -
Xero Accounting app - Invite users in an organisation directly from the Xero App
Enable to invite a user into an organisation via the Xero App interface.
9 votes -
Sales invoice - Edit tax rates without removing payment
It would be great if we could edit the tax rate without reversing the payment allocation. Sometimes, when completing the VAT reconciliation before sending to HMRC, I spot errors in tax rates and I can't edit it without reversing the payment allocation. You can edit the account it is posted to but not the tax rate.
4 votes -
Xero Accounting app | Invoice - Ability to reorder/sort invoices
Please could you enable the option of re-ordering an invoice on the mobile app. Sometimes invoices need to be changed or additions to be made to specific dates. For example, if I want to amend my invoice and add a charge , I would like to be able to press a re-order tab, to make all items billed live, so I can move then up or down the invoice. It is not a new idea, a lot of payment software have this as standard.
5 votes -
Payable invoice reports - Ability to filter individual lines or sections rather than whole report
The ability to customise a bills report so that each line (or different sections) can be filtered for description, account code, contact etc, rather than the whole report
1 voteHi Paul, can you share a bit of detail of why you'd find it useful to filter only particular sections of the report, and perhaps an example of the way you see yourself being able to use this sort of function in the report?
We don't have any plans at this stage for multi-tiered filtering but it'd be good to better understand your needs behind it?
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Bank Rules - Create new Account from a Bank Rule
This feature was included in the old user interface for Bank Rules, and with the new interface that was rolled out, this feature is no longer available. Instead, I'm forced to go to the COA screen to add a new COA code, then refresh my Bank Rules screen to then be able to choose that account. The time this adds, on top of the already manual process to add bank rules, really adds up. I'd love to see this ability again.
7 votes -
Management reports - Ability to include VAT return reports
The new custom report pack looks great but it would be good to be able to export the VAT return within the same pack. Can the VAT reports be added to this functionality? I think it would be helpful for many people.
I regularly look at a profit and loss, balance sheet, aged receivables detail, aged payables detail and the VAT return reports monthly for all clients and it would be great to export these together, and would save a lot of time.
9 votes -
UK Payroll - Ability to link Salary Sacrifice on the pension filings
When An employee has a salary Sacrifice an option to directly link it.
In my case its for his pension so an option to link it directly to the pension so it appears on the pension filings.10 votes
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