4692 results found
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New Invoice - Cursor Default Position
In the old Invoicing, when creating a new invoice the cursor would default to contact field so as soon as the screen opened you could start typing to bring up the contact. With the new Invoicing you have to click on the screen in the desired field to be able to type anything.
Please fix this, it is extremely frustrating.
3 votes -
AU Payroll - Add portable long service leave report
Portable Long Service Leave Report - need a quarterly report that meets the Victorian Portable Long Service Leave requirements.
32 votes -
Invoicing - Move Delete Button
Is it possible to move the delete button away from approve button in Sales Overview.
When approving invoices, have too be very careful with delete button right beside approve.Cheers
Gene5 votes -
New Invoicing - Include org name in PDF document name
New Invoicing - have the document name of invoice include who it is from.
PDF will show INV-02335OrangeCross.pdf
INV-[inv number]_[organization ref max 10char].pdfGreat for me as an exporter of invoices but more importantly as an importer
3 votes -
Stripe - Improve ACH bank transfer to include current balances/overpayments
I am writing to bring your attention to some significant process issues related to payments on invoices that I've encountered after using the Stripe service for just one month with only two transactions. As a new user, I believe these issues warrant your immediate consideration to improve the service for all your customers.
ACH Payment Process Concerns
Overpayment IssuesOne of the main problems I've encountered is related to overpayments when using the ACH process to receive payments from our customers. The current system does not seem to account for outstanding balances beyond the single invoice being paid, which can…
2 votes -
New Invoicing - Allow fields to be populated in any order
New invoicing forces you to populate fields in order and I cannot set the tracking code until the description / amount et al are filled.
Please can the ability to populate in any order just classic invoicing
37 votes -
Ability to mark multiple invoices as paid at the same time. Bulk Payments on invoices.
We often get cheques or direct deposits from companies that are covering 5-10 different invoices. CSV functionality would be overkill for what I need.
Right now I have to go into each invoice and mark them all separately as paid, and put a note that cites the total deposit amount so that we can keep track of the bank transactions.
On the customer's invoice page, I would like to be able to click a checkbox button for the invoices that are included on the cheque, and mark them as paid under one transaction.
With this check box functionality, you could…
2 votes -
Make reference field editable even if the only available option now is "Remove and redo".
Make reference field editable even if the only available option now is "Remove and redo". Often when viewing the account register questions arise that could be prevented by being able to edit the "Reference" field. Currently, the only way to add a reference is "Remove and Redo" which can be quite the process.
3 votes -
Files - Create bill credit notes from files folder
You should be able to create a Bill Credit note directly from the FILES folder of your profile. This way when you go in to check the Credit note, you can create it straight away, rather than have to go out, in to Bills, and then have to create it from there.
OR when you send an 'invoice'/attachment through to your draft bills, you should be able to change it to be a bill credit note rather than a bill2 votes -
UK Payroll - Save and Next option for Timesheet approval
Save and Next option for Timesheet approval.
Rather than having to go back to the beginning for each and every timesheet approval you should be able to save and view next in the same way you can with bills.
3 votes -
Invoicing - Create a Credit Note from a Paid invoice
We raise an invoice to a client.
They pay it.
Then for some reason, something changes.
We need to raise a credit note against that invoice!I know I can create a new one from scratch but I want the history with this particular invoice and all the other details that I have already typed into it.
What I DON'T want - is to delete the payment, create the credit note, delete the allocation of the credit to the invoice, then reapply the original payment.
It is not an option within Xero to 'copy to draft' and create a negative…
4 votes -
UK Payroll - Option to select/deselect 'Other Previous Earnings' feature on payslips
Remove the feature of 'Other Previous Earnings', or an option of allowing us to choose whether to have this feature. Grouping all previous pay items into 'Other Previous Earnings' in the same financial year is confusing and our employees won't understand what it is for. Please get rid of it!
24 votes -
New invoicing - "Add billable expenses" not available
Previously we were able to "Add billable expenses" to a "Copy to draft invoice". However, this feature is no longer available/showing up as an option when creating the draft invoice. Instead I have to save the invoice as a draft and re-open, then I'm able to add the billable expense.
6 votes -
AU Payroll - Fast click Superannuation directly from payrun
Could you please consider adding the feature of adding and processing auto superannuation payments from each finalised payrun (eg button next to "File" that would prefil the contributions in the payrun and further to authorisation). A number of clients are asking for a payday super feature, and adding this feature directly from the payrun will minimise the number of "clicks" and processing time. This also would be a hot topic if moving to compulsory payday super.
3 votes -
New invoicing - Option to "approve and print packing slip"
New invoicing - please add "approve and print packing slip" as a drop-down option
2 votes -
AU Payroll - Customise User Permissions
We need the ability to further customise User Permissions. For example, a company could have 3 bank accounts and one credit card, all of which need reconciling, but I want two employees to share responsibility. So, employee A can do two bank accounts, and Employee B can do 1 bank account, and one credit card, and each can only see what they are responsible for. Secondly, we should be able to set up a Finance Manager who has certain permissions again separate from all other options. For example we may have a Purchasing Officer with authority to purchase goods/services up…
6 votes -
Contact record: suppliers and customers list by page
On the Suppliers list, if you want to get to the next page you need to scroll down to the bottom of that page. Could there be a next page toggle at the top of the page as well as the bottom. This also is applicable to Customers.
3 votes -
Login - Auto-focus on the Multifactor authentication (MFA) page would be an amazing tweak
When the multifactor authentication (MFA) page pops up the field to enter the code needs to autofocus with the cursor on page load so that the user can just start typing their code from their phone or app without needing to click on the code field.
It's such a small tweak that saves a mouse click when a user is probably already holding their phone in their hand ready for the page to load. I know that I often start typing the code from my phone without looking at the MFA page only to discover that the code field is…
5 votes -
Payroll - Employee birthday report
Would be really useful to be able to run a report of employee’s birthdays.
10 votes -
Reports | Budget Variance - Add line highlight
As someone who is colour blind, I find the Budget Variance Arrows are similar / same colour which makes viewing budget variance at a glance a challenge.
It would be great to have an option to have lines highlighted a colour if above/below budget instead. Even better if this colour option was customisable.
5 votes
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