4713 results found
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Accounting Data - Option to select what to export
General Ledger export from Xero file. Currently when you export the general ledger transactions from Xero and import into MYOB (which we use MYOB AO for our year end Financials) the transactions are the full audit history of the Xero transactions not just what shows in a general ledger report. If transactions have been edited in any way this creates multiple additional entries and reversals to sift through in MYOB. It would be great to have the option to exclude the audit history transactions and just have what shows in the general ledger report.
4 votes -
Projects - Assign bills to closed Projects
As an event company, we often receive bills months after the original project is "complete". I wish I could assign costs to "complete" projects the same way that I can assign invoices to "complete" projects.
38 votesHi Leah, when you've closed/completed a project it is still possible to add Bills and new Expense tasks to it.
From the bill you'll be able to look up and assign lines of your Bill, or within the project you can simply add an expense. The only transactions you can no longer add once closed are Billable expenses, Spend monies and time entries.
Is there a specific reason you need to enter the expense as one of these type of items?
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UK Payroll - Pension file to display gross earnings
PAPDIS file download to include total Gross Salary and not just the Salary with the £520 not pensionable deducted and the pension provider we use (Creative) expects this in their upload. EVery month I have to edit Gross Pensionable Pay for all employees to add the £520 on the PAPDIS CSV I download.
14 votes -
Quotes - Automatically add attachments when emailing
We have to disclose certain information when issuing quotes and it would be very helpful if we could choose a template that automatically adds documents to our quotes as instead we have to; create the quote; process it; go back into the quote; attach the files and then send this out to the client. We only have 1 business manager and this is very time consuming for them as their time could be spent elsewhere.
6 votes -
Invoices: Bulk update invoice all lines
It would be extremely helpful to have a 'master' input at the top of each column of a quote / invoice / bill etc so that the master input is then auto-populated under that column heading for all line-items of the quote / invoice / bill.
For instance, my sales code is likely to be the same for each item of a given invoice, and yet I need to input this code as many times as the number of line-items in the invoice - rather than just once. Same for eg tax code and, in my case, I have a…
24 votes -
Invoicing - Auto send receipt when payment applied to invoice
Allow XERO to automatically send a receipt to a client when an invoice is paid in part or in full.
102 votesThanks for all the feedback and detail on your needs in the idea here. As you'll see from each others comments there are different points at which businesses would want to be automating this process. Not really a one size fits all approach.
As noted in recent comments, we recently made a change for new invoicing flow where (like classic) you can now choose to Send receipt from the payment confirmation that's shown once you apply a payment to an invoice.
At this time we don't have plans for automating this flow however we're still attuned to the idea here and will be sure to share if there are any plans made toward this in the future.
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Xero Me - Change Expense claimant on Xero Me app
Change Expense Claimant in Expense Claims.
I have a delegate who adds most all of my expenses using XeroMe.They are not an employee rather a bookeeper at the accountant. At present using XeroMe all expeneses are created in their name and in Xero, it states them as an Employee and after saving or submitting you cannot change whom it is for.
In Xero on a laptop, you can change who a claim is for, why is this greyed out in XeroMe?
It should be the same.Also, it would be good to enhance Xero, where you can change the…
2 votes -
UK Payroll - Support for Operational Sick Pay
Give the option of adding company sick pay entitlement, which counts towards sick leave, and then when company sick pay is exhausted, revert to SSP.
8 votes -
General Ledger (detailed) - Quantity column
Hi there, would be awesome to be able to have a column in the detailed general ledger which has the quantities from what you entered in the quantity column when you reconcile the transactions. This is especially important when figured is used with Xero. As it takes a lot of time to go into each transaction and see what the stock quantities are to get the group total.
51 votesHi Maddy, may depend on how the stock is being recorded in Xero and reconciled with Figured - would the Inventory Item Details report be of use here?
You could group by Item name, include Expense, Inventory & Revenue accounts, as well as QoH movement to view the total # of units sold in the period you're running the report for.
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Xero Tax (UK) - Add Association of International Accountants - AIA as an accountancy body
Association of International Accountants - AIA should be added into accountants report section of statutory accounts.
Thanks
2 votes -
Xero Me - Clock in and clock out on timesheets
Xero Me - Needs spot in App to input the Earnings Rate and Tracking Category for the employee. Needs a start/stop button for clocking in/out so that when the employee starts the day they simply press start and the app records the time started. When they press stop it records the stop time until the start time is pressed again. This can be used for breaks and for start and finish of the day - these can be edited if someone forgets. Currently you have to type in times and this can only be done at the end of the…
43 votesHi community, though we appreciate the interest and would like to continue seeking feedback on being ale to clock in and out times on timesheets, to share an update from us here - this isn't something we have planned in the short term.
Our team will continue to review the ideas on these forums and I'll be sure to let you know if there are any changes for this to share. Thanks
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Fixed Assets - Allow Custom values in depreciation schedule e.g. 50%, 30%, 20%
Please update depreciation schedule to allow for custom percentages per year, for small business in SA it is allowed to depreciate 50% / 30% / 20% over three years but there is no viable way to implement currently.
12 votes -
Bank Reconciliation - Use Bank Rules to record fees
It would be wonderful if in Bank rules we could also include the fee that will be taken out.
Eg a deposit of $100 from Fresha attracts a $2 fee. The bank feed shows $98 . Is there a way to be able to bank rule this6 votes -
Bank rules - Attach files to a rule
Bank Rules - the ability to attach documentation would be very beneficial.
20 votesTo make sure I understand - Would this be to select certain files that are always attached when the rule is used, Jennifer?
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Reporting- Contact Cash Activity Report to show all contacts
Contact Cash Activity Report that shows all contacts and can show both individual transactions or a summary (total).
It would be more efficient than having to select each contact individually
2 votes -
Bills - Ability to edit or reinstate voided bills
Reinstate "Voided" bills and invoices
We have had an invoice created accidentally with sensitive payroll info, it was then voided without thinking and now that info is permanently in the xero file - we need to at LEAST be able to edit voided invoices (as you can at any other stage - ie maybe a "reinstate" so we can edit to remove this sensitive data, then re-void??!!15 votes -
Invoices: Automatically update issue date when draft invoices are approved
I frequently create draft invoices to keep track of work to be billed. When I send the invoice (at the completion of a production stage for example), XERO keeps the date of the first draft invoice, which can be weeks or even months old. I have a setting of 7 days as due date. Clients then receive an invoice with a long gone due date, which is extremely confusing, if I forget to update the issue date to today. It would make a lot of sense if XERO entered the date of the issue automatically! Apparently there is no default…
13 votes -
Invoicing | History - Show detail of action made
With the currect feature History and note report we are able to see which invoice for example has been edited - change name of invoice - reconciled etc. However we would like to have a more detailed view, for example if an invoice is booked in USD and someone will change the currency in EUR we are not able to see this change , we can see only that the invoice is edited by X person but we are not able to see the change. How can we have this feature?
26 votesHi everyone, while we still have more changes planned in this space I wanted to fill you in on the more recent changes in this space.
We have now added the ability to view the email an invoice was sent to in history, as well as adding timestamps for more insight into when an event was made.
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Customer statements - Export to Excel
Customer Statements download to Excel
189 votes -
Bills - Quick option to add a new Supplier Credit Note
When you enter a bill and save it as a draft or approve a bill up the top it gives you the option to enter a new bill but it doesn't give you the option to enter a credit note. Because I can click add a new bill I enter all my invoices first but if Xero gave me the option to enter a credit note I would use this very much. Right now I have 14 supplier credit notes to enter and that is not unusual and it is very time consuming having to go back to the bill…
5 votes
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