4770 results found
-
Reporting | Tracking - Ability to select all when you search
When using the search function to filter reports, the "Select All" function disappears - it would be very helpful to have this function available whether using the search. Attached for demo.
2 votes -
Sales overview - Add a Sent column onto the Draft tab
1) When creating a draft invoice, and draft invoice is emailed out, it would be good to see from the 'home' page in the 'draft' folder, which invoices have been emailed. This could simply be an icon of an envelope, for example, that shows on the right hand side when the invoice has been emailed (yes even in draft form).
2) When viewing an invoice, a 'previous/back' and 'next' button to move to the next sequential invoice number (either forward or back) would be great, rather than having to back to 'draft' or 'awaiting payment' folder and then selecting next…6 votesHi Katrina, coming back across your idea here I notice there are 2 distinct ideas wrapped into the one.
We try to keep one idea per thread to make it clear for others to know what they're voting for and be able to share this information back with our product teams.
When you say next and back buttons - would this be when only viewing an invoice (not taking any action)? Reason being, is that there are Save and Approve options from the drop down that'd allow you to move onto the next invoice in the list or add a new one - More detail on this here
I'll slightly adjust the title here to reflect your first idea, but are welcome to start another if the current approve and next options are sufficient and we can get a feel for the interest around that separately.
-
Organisation Settings: Option to one-click copy ABN to clipboard
The ability to copy with one click an entity's ABN without spaces so that it can be pasted in ABR
2 votes -
Invoices - Option to create folders for past year invoices
This folders would be to keep each years invoices separate for the customers that still owe from the year before
1 vote -
Batch Payments - Use cursor arrows to navigate and edit
Currently when editing a batch payment we can only tab across to the next cell, it would be good if we can use the arrow keys to move around and edit instead of using your mouse to get to the cell below, or the previous cell etc.
5 votesWe appreciate how this could be more intuitive. To confirm how this currently works - Within the body of a batch payment you can use Tab to navigate forward through cells, pressing Enter will enable you to edit the cell and then pressing Enter again will confirm the cells contents(highlighted).
When the cell is highlighted you'll be able to use the keyboard arrow keys to navigate up, down and across within the body of your batch payment.
-
Cash summary - Edit name of account
Cash Summary
The new cash summary report is pulling through the Reporting Name instead of the Name for income and expenses, as a result the Cash Summary doesn't read well e.g. Interest paid we have usually changed the Reporting Name to just the bank name only as in our financial statement formats it appears under the Interest heading so 'Interest" had been roved in the report name, So in the report it just shows as Bank Name but doesn't say that it is interest. The Old Cash Summary report is preferrable.2 votes -
Xero organisation | Org settings - Customise text to black or bold
Please add ability to make type face in the Xero account transactions screen black or more bold. An elderly user has asked me to post this request. The light type face is difficult to see. They are managing all other aspects of Xero so would be great if this option could be added.
2 votes -
AU Payroll - Director allowance remuneration report
Now that directors fees are considered allowances, they don't show up in the employee remuneration report because that is for OTE only.
I would greatly appreciate being able to include directors on the remuneration report because the board asks for total remuneration on a monthly basis.6 votes -
Reconciliation: Import spreadsheet file that allocate invoices against bank deposit in XERO
I would like to be able to Import a file from a spreadsheet for a bank deposit received. We currently receive 1 bank deposit which will pay 200 invoices over 10 Sales Accounts.
We currently Import a Spreadsheet file to upload our sales invoices.
I would like to be able to Import a Spreadsheet file to upload the bank deposit received for 200 plus invoices, this would save a lot of manually typing invoice numbers in when processing the Deposit in XERO.1 vote -
Invoice Reminders - Ability to pause and resume
Have a function that allows Invoice Reminders to be paused over holiday periods (to prevent clients receiving invoice reminders on Christmas Day, Easter etc). Would delay the reminders sending them out after the "holiday" dates had lapsed.
1 vote -
Projects | Invoice - Auto select 'item' on 'time / expense' when creating an invoice from projects
When generating a task based invoice automatically by clicking on 'time and expenses' I really need the ability to automatically have the item self populate or asigned to the task. At the moment as soon as we manually select an 'item' for the task the other fields disappear (description, qty, unit price) rendering the invoice useless and removing any time savings from the feature. Not having this feature really slows down our invoicing process big time!
2 votes -
UK Payroll - Employee Details export in bulk with correct date format
Purpose: to be able to move payroll from one Xero company to another quickly and without errors.
When exporting employee details from payroll in order to bulk upload them onto another company's payroll, it is not possible to do a bulk export. You have to instead individually download each employee. This is fine if there are only 10-20 employees, but any bigger and you are opening yourself up to missing employees and making mistakes. Any other exports currently available do not give all the information needed to then import directly into a new payroll.
Perhaps the main frustration, however, is…
9 votes -
Reconciliation - Remove split option from reconciliation
Xero split - id like to see this removed. It's completely non user friendly and painful. We should be able to process a payment I
Of choice regardless of receipt or payment. Please Xero work on this area. Other accounting package makes it so East
Y. Xero is difficult and I cant see why it needs to be1 vote -
History and Notes: Prompt user when there are unsaved changes to notes
Prompt if Changes have not been SAVED
What I would like is, after entering data in the Notes (or Items on Invoice, Purchase Orders etc..) If there are changes to the Invoice/Notes (or any update screen) on the screen BUT if the user does not click SAVE then the changes are lost.
If the invoice/purchase order/notes etc... have had changes and SAVE is not clicked, it would be helpful to have some sort of reminder available that auto prompts you
'Changes have been made do you want to save these?'
or something similar so any work entered, but not SAVED…
3 votes -
Bills - Bulk delete payments
When bills have had payments added on incorrectly from a non-bank account (i.e. enabled payments to account)
enable a function to remove payments in a bulk action6 votes -
Invoicing - Bulk update invoice numbers
Hi There,
The ability to change invoice number sequencing in bulk for invoices that have already been approved
3 votes -
AU Payroll - Report showing one line of detail for every pay run paid
Currently, Employee summary gives a a lone total only for the period entered. A report showing one line of detail for every payrun paid, would be very beneficial when processing government claims, or providing information to employees for Centrelink instead of the the cumbersome Activity report, or multiple payslips.
7 votes -
UK Payroll reports - Format that can be imported to Now Pension
Ability to create custom reports
9 votesHi everyone, returning to the idea here. For UK Payroll, pension fillings can be exported in CSV format and manually updated to be compatible with the different pension providers. We don't have plans for creating other specific file formats in the near term.
-
UK Payroll: Integrated support for Scottish Widows workplace pension
With the payroll linking RTI with HMRC (UK), it would be really helpful if the pensions could do the same, not just with Scottish Widows but more providers.
This would really streamline the whole payroll process and save so much time.
2 votes -
Sales invoice - Auto fill sales person
Option to Auto Fill Account, Tax Rate, Sales person for all rows. It gets quite time consuming to manually add for each line (even if it is a button at the top of the fields allowing auto fill of all, that would greatly help)
1 voteSounds like you 've used one of your org's tracking categories for 'Sales person', Neilson.
While not possible to set a default for all invoices you might find adding defaults for contacts useful when entering your invoices here?
- Don't see your idea?