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4587 results found

  1. Add end date to Bank Rules

    Can we have the option to add an 'end/final date' to a bank rule.

    4 votes

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  2. Batch Deposits: allow adding over-payments and pre-payments to a batch deposit from the Invoice > Awaiting Payments tab.

    Currently a bank deposit that includes over-payments or pre-payments will not match recorded batch deposits because over-payments and pre-payments cannot be added to batch deposits. This causes a lot of wasted time communicating with client accounting staff to understand how to reconcile the variances.

    51 votes

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  3. Allow remittance advice to be sent by email to a customer when they have paid an invoice

    6 votes

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  4. 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…

    4 votes

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  5. Before we had start/stop times, employees were able to add different pay rates (ie Saturday Penalty Rate). It would be excellent if this option could be included with the start/stop time version in Xero Me.

    108 votes

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    36 comments  ·  Payroll  ·  Admin →
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  6. When a customer accepts a quote via the link the email is sent to the users email address - suggestion is to have it sent to the REPLY TO email address and / or the USERS address.

    182 votes

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    Hi team, I know it's been sometime since this idea was initially raised and we wanted to update you all here.

    We appreciate and understand why some businesses would prefer the acceptance of a Quote be sent to the organisation's reply to email address, rather than the user that initially created the Quote.

    While our product team have reviewed and are attentive to your interest in this, we want to be upfront that this is not something we currently have direct plans for changing the behaviour of.

    Our team will continue to review this idea and when we're in a position to assess notification and communications for Quotes, we'll share if there are any updates around this, here.

  7. Using the dashboard search, we are no longer able to search by account number and must instead use names. Account numbers are used by thousands of businesses across the country and it's one of my most common client questions.

    We can search by account number in the contact screen, please extend this to the dashboard search

    48 votes

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  8. I would prefer that the dates displayed on the Payroll Activity Details & the Payroll Employee Summary reports are the beginning and of the pay period.
    I have found that some of my clients get confused with the way those reports are currently issued, using the payment date.

    5 votes

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    3 comments  ·  Payroll  ·  Admin →
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  9. It would be good to be able to filter the Business Snapshot by tracking category and show only income/expenses for each Tracking Category on the dashboard e.g by Department/Region/Product etc.

    5 votes

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  10. It would be good if there was a warning if an adviser user inadvertently enters a date in a prior accounting period which has been locked. For example year end is 31 Dec 2022 and a current year bill is entered as 17/11/22 instead of 17/11/23

    5 votes

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  11. Re: Handling of Mutly-currency/translating foreign currency amounts into the functional currency

    Multy currency is currently not fully supported in xero.

    A foreign currency transaction should be recorded initially at the rate of exchange at the date of the transaction and then, at each subsequent balance sheet date, foreign currency monetary amounts should be reported using the closing rate.

    This is true in xero only for Bank accounts, accounts receivables and payables set in foreign currency but not for other account.
    As a result users are required to input periodical manual adjustments at each balance sheet date.

    We ask Xero to…

    91 votes

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  12. Have Bereavement Leave as a permanent leave item when a new employee is setup.

    8 votes

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    1 comment  ·  Payroll  ·  Admin →
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  13. Given that the HMRC reminders are non-customisable, sporadic and could be taken away at any time, could we please develop email reminders for VAT submission deadlines in Xero?

    62 votes

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  14. The option to manually or automatically create an overdue statement for late paying customers

    300 votes

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  15. To receive a notification when customer has opened or read quote or invoice. That way you know they have been received and there is less emphasis on following up.

    39 votes

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  16. Having the ability to invoice a percentage of each task in a project.
    Our company invoices as a job progresses e.g 20% of one task is completed the first month, and then 50% has been completed the following month.
    At this stage, I am only able to apply a 'discount' to alter the amount invoiced (while still maintaining the full contract amount on the invoice as a reference to clients). When doing this, it also marks that task as invoiced and I am unable to further invoice. The only alternative to this, is invoicing for a project amount and still…

    14 votes

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  17. If a staff member has Manager User access to a client file this doesn’t allow them to add users to a file with Payroll Admin unless they have Payroll Admin permissions.
    It would be good if people are allowed to MANAGE the access without necessarily having themselves.
    Can this idea please get implemented as it will avoid adding administrators with Payroll Admin permissions to our large client list when it isn’t required.

    40 votes

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  18. being able to sort by description on find and recode

    119 votes

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  19. Ability to have the invoice description on statements sent to customers.

    56 votes

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    Thanks for your feedback on the thread. Though not useful for all, we did bring attention to the reports that could help some people in the forums here. 

    We'll continue to consider this and other ideas for customer statements as the platform evolves. 

    Again not a full resolve but another option that could be handy for some is the inclusion of the Outstanding bills link when sending individual invoices to your customers. Through this, persons of a contact will be able to view and get detail of the invoices they have outstanding with you at any given time. 

  20. DEAR XERO. CAN YOU PLEASE CHANGE THE GST AUDIT REPORTS SO THAT THEY SHOW THE ACTUAL NARRATION THAT IS ON THE BANK STATEMENT INSTEAD OF THE PAYEE NAME. WHEN RECONCILING TRANSACTIONS XERO ADDS IN A SUGGESTED PAYEE NAME WHICH OFTEN GETS ACCEPTED, OFTEN ITS INCORRECT. THIS IS THE DETAIL WHICH SHOWS ON THE GST AUDIT REPORT. IF I AM CHECKING THE REPORT I NEED TO SEE WHERE THE ACTUAL PAYMENT WENT, FROM THE BANK STATEMENT - NOT WHERE SOMEONE HAS INADVERTENTLY SAID IT WENT WHICH MAY OR MAY NOT BE CORRECT. THERE IS A LOT MORE INFORMATION ON THE BANK…

    20 votes

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