4204 results found
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Sales Invoices - Bulk Delete
It is all too easy to accidentally upload a batch of sales invoices to Xero from the wrong period. It can then take absolutely hours to delete these as Xero does not have the functionality to remove these en masse.
132 votesHi Sarah, when importing invoices to Xero, these should come in as drafts. You can Delete draft invoices in bulk from the Draft List view. 🙂
Would be good to better understand the way invoices are coming into your organisation if there's a step I'm missing here?
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Reporting - Report on Paid expense claims
Be able to view a report of expense claim details of expenses that have already been paid
2 votes -
Invoicing - Automatically delete draft invoices when merging invoices
I would love if when we merged Invoices into 1 from drafts it doesn't leave the draft that I need to manually go back and delete. This can cause double ups of Invoicing.
3 votes -
AU Payroll - Calculate future leave balances for employees
For permanent employees, all XERO business customers should be able to calculate their future leave balances. This will allow a business owner to know if they can approve the leave or not, or what conversation to have with a team member.
I hope this idea is backed and implemented.
69 votes -
History and notes report - Ability to search results by contact on invoice
Ability to run the history and notes report and search by contact so users don't have to search through all notes.
6 votes -
Invoice/Bills: Notifications - Reminder Invoice/Bill becomes due
To have an option to set up e-mail notifications to receive a report when an invoice payable becomes due
Purpose: To easily be reminded when invoices/bills due through email.
148 votes -
Account Transactions - Remove Awaiting Payment status from unallocated overpayments
In the customer under account transactions it shows the list of invoices and payments. Against unallocated overpaymentsit shows the status of 'Awaiting Payment' why? we are not awaiting the payment it is shown there.
Awaiting allocation maybe.
Anyway this caused confusion for our sales guy who had goods arrive for a proforma customer, he saw 'Awaiting payment' and thought they had not yet paid so he did not ship the goods, (Accounts were not in to tell him) He did not see the words overpayment or even if he had, he was not accounts so would he understand it? He…
2 votes -
Reporting - Option to exclude specific account codes
Can we please have the option to EXCLUDE fund codes from I&E reports rather than include? We add new fund codes regularly and with 17 schools this means I need to edit the layout of so many reports each month. If we could simply exclude the ones we don't want I would not need to edit the layouts
1 vote -
invoice template custom column
Able to add on new column for below items:
1.Serial Number for each item
2. Unit number for each product (eg. set, nos, sqft.etc.)
3. Headline (can be drop box) in description1 voteHi Carmen, appreciate your needs here. It's not possible to include fields on an invoice template that don't exist in Xero. Right now we have a few separate requests for a reference at the line item level, and the ability to add unit of measure when invoicing from Xero that you could add your vote too.
In relation to your 3rd point around a 'headline' would this be similar to being able to include a title like on Quotes - similar to this idea?
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AU Payroll - Keep a record of date/time timesheet was entered
Add an automated time record of the time that the timesheet entry was recorded. We can then ensure that our team are entering their timesheets throughout the day as they work on files.
3 votes -
Billing - Pay subscription fee directly through Xero
This is actually from My Xero, not Xero HQ. How about to include bank transfer to Xero bank account as a method to make a payment of delayed subscription fee?
When 'Pay now' option cannot be selected at the time of overdue Xero subscription payment, we need to 'Édit payment details' and wait for Xero to process Direct Debit under the situations that the Direct Debit is selected as the payment method. The account is 'locked' while the payment is overdue.
If a bank transfer to a Xero bank account would be possible, and it would be processed in a…
2 votes -
Expenses - Simplify assigning expenses to customers or Projects
It shouldn't be so difficult to assign expenses to customers or projects, an expense or spend money item shouldn't need to be edited to add it to a customer or project.
Simplifying this process could be as simple as an extra column that can be enabled on the Account Transactions view and if a transaction isn't assigned to a project or expense then it can be simply clicked in the column and the customer or project selected.
Additionally Bank Rules should be able to include the option to assigned to customers or projects, if we have a client that charges…3 votes -
Dashboard | Account Watchlist - View annual budget figures
I need an account watchlist for annual budget, the budget should be for one year accounting period.
17 votes -
AU Payroll: Allow allowances to contribute towards other leave rates
With separating the All purpose allowances. Is there going to be a selection for SICK LEAVE and RDO in the future? (Currently Contributes to Annual and Overtime) only. There is a lot of room for error when you have 50 employees and you have manually adjusted the rate for every single employee!! I'm sure we are not the only company that has RDO and Sick Leave where the all-purpose allowances need to be included in the base rate. Could you please Add this option to the allowances pay item. We are unable to continue with STIP Phase 2 unless this…
18 votes -
NZ and AU Payroll - Send link for easy onboarding of new employees
Send a link to on board new employees info ie TFN, bank accounts, super account and all personal particulars to get them ready for a pay run.
86 votes -
Remittance Advice - Include all lines on the bill
Please have all lines be included in a remittance so clients can have full details.
3 votes -
Lock Dates - Option to edit invoices due dates within a locked period
Hi there, it would be great if we were able to edit the due dates of invoices that were created in a now locked period, our business (and I'm sure many others) have invoices with due dates that often change.
We do not need to change anything other than the invoice due dates so if this could be added even as an optional feature for a locked period that would be very useful.
3 votes -
UK Payroll - Ability for Payroll Admin to delete approved holidays
Ability for Payroll Admin to delete holidays. When an employee books the wrong day or is off sick during a period of pre-booked holiday and wants his/her holidays cancelled, the payroll admin should be able to delete the holiday but cannot.
3 votes -
Xero Tax - Accreditation for tax authorities in Portugal
Currently, it appears that Xero is not authorised by Portuguese tax authorities for use with a company in Portugal. As we run a business in the UK using Xero, it would make sense to also use the same accounting system in an authorised fashion in Portugal.
Could this be done?2 votes -
NZ Payroll - Add bereavement Leave as a permanent leave item
Have Bereavement Leave as a permanent leave item when a new employee is setup.
4 votes
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