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Invoices/Bills - Separate field for posting date and invoice date
Ability to have separate fields for posting date and invoice date.
Purpose: To make users can ensure the expense is recorded in the appropriate month (posting date), and the due date is properly calculated (invoice date).
8 votes -
Global Search - From Every Screen
Have the ability to use the search function, regardless of what you are currently looking at.
Right now, whenever you are in the Report section or the Fixed Assets section, you do not have the ability to search. You have to go to a different page, and then you're allowed to search.
6 votes -
UK Payroll - Export payment file in CSV format
UK Payroll: Payment file csv format
Lloyds bank doesn't accept .txt format. It would be great if we could download a csv payment file to upload the employee pays to the bank.4 votes -
Batch Payments: Show customer names in Bank Reconciliation instead of 'multiple items'
Ability to display customer names when users reconcile batch payments.
Purpose: It saves users’ time from having to open the payment individually to check the customer’s name.
8 votes -
Profit & Loss - Filter Tracking Report by second tracking category
Filter Compare Tracking Report by second tracking category - run the compare P&L report with the P&L down the left and the categories across the columns but then be able to filter the transactions within this report by the second tracking category.
5 votes -
AU Payroll: Payment Summary Details Report needs to show dates
When running the Payment Summary Details report for a previous financial year, the report does not show the dates of the financial year the data belongs to. The report is titled Payment Summary Details as at Today's Date. For example: it should show Payment Summary Details reporting period 1st July 2017 - 30th June 2018. For audit purposes, there is no way of determining the date range the reported data relates to.
7 votes -
Reconciliation: Find and Match - add filters for date ranges
In the Find and Match screen, add a filter for a date range rather than having to scroll thru all the outstanding transactions.
5 votes -
AU Payroll - Timesheets for Employees on Salary
Ability to see timesheet function for employees who are on salaries.
Purpose: To make the employees can keep track of their hours without affecting the pay runs.
6 votes -
Quotes - Adding images for each item
Ability to add images for each line item in quotes.
Purpose: Users’ who are selling products can easily send the picture of the product through Quotes.
7 votes -
Inventory - Include supplier’s name and link back to supplier contact list
Ability to have a supplier name and link back to supplier contact list from the inventory.
Purpose: Users can easily have information from which suppliers that they’ve purchased their inventory from, and can easily update any changes within inventory and supplier.
5 votes -
Navigation - Return to previous screen after editing a transaction
Ability to return to the previous screen after the user edited a transaction.
Purpose: To make users easily continue working on the previous page rather than having to navigate from the different page again.
6 votes -
Purchase Order - Delivery Date Function
Ability to add a delivery date to the purchase order for each line item.
6 votes -
Sales Invoice - Revert Approved invoice to Draft
Revert an approved invoice that's not been sent back to a draft. Especially helpful if accidentally approved.
6 votes -
Payroll reports - Format that can be imported to Now Pension
Ability to create custom reports
4 votes -
Invoices/Bills - Ability to copy multiple bills into one invoice
Converse of the ability to copy multiple bills into one invoice.
3 votes -
Payroll | Instant data refresh
Payroll doesn't refresh data unless you scroll up and down inside an employees pay all the time
Can you fix this ? Even if you had a button which you could hit to pull changes
into pay amounts quicker
It takes a long time waiting doing the payroll when putting in hours and different rates for each employee each week for the amounts to change and pull through properly6 votes -
Customer Statements Link to Invoices
Hyperlink Invoice Numbers on Customer Statements (including PDF) to Invoices in Xero, or to External Invoices if the Invoices were imported via API.
4 votesHi Gayo, interested to better understand how this would help your business?
Perhaps the Invoice reports in Xero are a better use for this?
Generally you can drill into the transaction from the report directly.
Is there a reason why you'd like this on the customer statement specifically?
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Cash Coding rules for Transfer
Morning
It would be really handy if we could create a rule under cash coding for transfers, the way you can with spend money and receive money.
Thank you
5 votes -
UK Payroll - Auto updates for national Insurance category (NI)
It would be great if Xero could implement an automatic change/suggestion to change to category A after an H-category employee doesn't meet the criteria anymore.
One of our employees just had his birthday and I noticed the category doesn't automatically update and there's no flag to say they might now be ineligible for a certain code.
I imagine there are more companies with the same problem where it's gone unnoticed that the National Insurance Category hasn't automatically updated as nearly everything else does and it's easy to miss a birthday!5 votes -
Sales Invoice - Mark as shipped or processed
Ability to mark an invoice as "shipped". I want to use repeating invoices, but it's an administrative nightmare having to use an external method to track which orders have been shipped to the customer. It's not like you can even download just the invoice header information into a spreadsheet and use that. The export option downloads all of the lines, as well.
An invoice could have a field like "physical item to ship" or "requires processing after payment" that could be used to filter for "unprocessed" items.
A tracking number would be useful, too. Setting it to "shipped" would send…
5 votes
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