4769 results found
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Contacts - UK specific address fields in contact record
At present when editing a contact, the fields are in USA format with Zip code and State - it would be much better for the UK if we could see Postcode and County
3 votes -
AU Payroll - Assign hours worked from a timesheet to projects
At the moment I am adding employee costs (wages) into xero projects.
We have an option with bills to assign a project to that bill be awesome to be able to assign hours worked (with cost) to each of our projects in the timesheet section, and to set per line be good.
eg;
Monday project 1 - $250
Tuesday project 2 - $300
wednesday project 3 - $25021 votes -
Invoice - Ability to have recall/undo sent invoices
It would be a huge benefit to be able to recall an email (with invoice attached) sent in error to the wrong client.
An invoice has now gone to the wrong client and my manager will now have to have an embarrassing conversation with the competitor, due to my mistake.
43 votes -
AU Payroll: super maximum contribution base
Employers are only required to pay superannuation guarantee up to a quarterly threshold (maximum contribution base). At the moment Xero doesn’t cap the super at this level, and will allow super above the cap to be booked. (In fact, to limit the super at the cap requires a work-around adding 2 lines, one with 0% super and another with the fixed amount up to the cap.). Employers can easily overpay their employees’ super. This functionality needs to be built into Xero.
76 votes -
Contacts - Integrate with details registered on the Companies office
Part 1: Integrate with Companies office NZ (or similar) so that when I enter the name of a new contact it looks for the details of the company published on the companies office / NZBN. This could reduce data entry and validate that the name entered is a real company, accepting it wouldn't cover other entities.
Part 2: When a company status changes (e.g. goes into liquidation) you could show Xero users a warning, could do the same for company name & address changes etc..
1 vote -
Expenses: Option to disable mileage claims
Turn off the mileage claims option in the Expense Settings .. currently one cannot do this ... we have never used this option, and it's a pain when we use the Xero expenses app as it adds another layer to inputting an expense.
10 votes -
Batch Payment - Ability to 'Bundle' Source Documents with Batch Payment Summary Report
It would be great if there was an option to automatically attach the supplier source invoices to the batch payment summary report.
For example, where an SME has an in-house accounts person raise the batch payment for approval, you would have the option to not just download the batch summary report but include the attached files as well (i.e. the supplier invoices).
Currently you have to down load the batch payment summary and attach the invoices separately. Whilst accounting practices may have document manager packages that can do this for them, SME owners may not and this feature would be…
2 votes -
receivable invoice summary report - list payment amounts and dates on
list payment amounts and dates on receivable invoice summary report
2 votes -
Purchase Orders - Include payment terms
Would be extremely helpful to be able to include the Suppliers Payment Terms as an addtional field on the Purchase Order Template.
7 votes -
Repeat template - Option to update template from Draft invoice
The repeating invoices that go to draft should have an option of saving for the next repeating invoice for that client. If you dont edit the invoice before it goes to draft eg: to increase an annual charge, then it does not save for the next time that repeating invoice comes up. Either that or give an option for a repeating invoice that has been delited to repeat again.
7 votes -
Quarterly subscription review - for size of business
A regular check to ensure you are using the correct subscription for the size of your business. we downsized but without checking our subscription and have been paying for a subscription for more staff than we have. A quarterly reminder email to remind clients to check their subscription is correct for their needs.
5 votes -
Create supplier prepayment from bill
Suggest being able to turn a bill to pay directly into a prepayment or better yet a part prepayment.
The Bills to Pay function doesn't work well (at all?) for prepayments - if a draft bill is received there is no workflow to set it as a prepayment recognised by Xero (although you can set the account to debit as a prepayment). Suggest adding "Record as prepayment" to the bill options drop down.
Even better would be the functionality to record the bill as a part prepayment, many of our bills are for annual service delivery, therefore the bill will…
7 votesHi Matthew and Anthony, appreciate perhaps not as streamlined as you'd like here there is the ability to apply a prepayment to a bill.
In Xero, you would enter the bill to recognise the expense, payment itself would generally be recognised through the bank account when reconciling which is where you can create a prepayment and then apply the credit to the bill.
Alternatively, if you'd like to do this from the bills screen, you could use the create icon (+) in the top blue navigation and select Spend Money when redirected you'll want to switch the 'Spent as' to Prepayment from Direct Payment.
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Invoicing - Add the Xero organisation name to the subject of emails sent from 'Ask a Question'
It would be super useful to add the xero organisation name to the subject line of emails sent from recipients of online invoices so firms with multiple xero organisations can see straight away, which xero organisation the contact belongs too, when they submit an email query via their online invoice link.
2 votes -
Xero Me | Expense - VAT from image analysis
It would be great if the receipt analysis tool on expenses was able to identify weather a receipt is a VAT receipt or not based on the inclusion of a VAT number or a VAT amount itemised.
3 votes -
Reports - Automatically save CIS reports submitted to HMRC
Would it be possible to up date the CIS feature to have the reports that are filed through Xero to HMRC be automatically saved into the filed with HMRC section so that you can see the original return that was submitted if you have had to update it. Returns are not saved on HMRC if they are submitted through Xero.
5 votes -
Purchase Orders - Copy to Spend Money or Transfer
Open up Purchase orders to be copied to a Spend Money or Transfer.
Also make all transaction screens the same. The transfer screen still looks like it's from the 90's.
1 vote -
Product sales - Linked purchase/sale with COGs reporting per Item
We are a design firm that sells non-inventory goods - we might purchase a faucet from a wholesale vendor, want to mark it up for profit and then re-sell to our clients. This cannot be a unique scenario for other Xero users. Everything we order is one-off because every design is different. On the back end, I would like to seamlessly connect the client purchase to the vendor purchase - see my cost of goods AND profit for each item. I don't want to have to manually enter a marked up price for each item I sell. On any given…
1 vote -
Projects - Default sales tax from contact when creating invoice via a project
This is functionality that used to exist and has just disappeared 01/01/24. When creating a sales invoice from a project it would be useful if the sales tax to apply could continue to default from the customer's record. This prevents mistakes when invoicing customer's in different countries.
1 vote -
Email to Bills - Automate scanning of AWS invoices
AWS Service Invoices must be very common - that is, lots of businesses receive AWS invoices. And yet, the automatic bill scanner cannot parse them; it cannot find the total, or VAT, or anything like that.
I attach a redacted JPG sample, but am happy to provide full PDF ones when not on a public forum.
Please improve your bill scanner to handle these - thank you!
1 vote -
AU Payroll - Retain Holiday Groups for multiple years.
AU Payroll: Retain Holiday Groups for multiple years.
Queensland has many regional holidays depending on region & our employees are scattered across regions. While I can setup a regional Holiday Group that takes most of its holidays from the Qld state based group - this group survives only one year.
Please create holiday groups that at least retain the base Qld state based holidays each year .... so the only addition required is to add in the 'show day' based on region.
OR the ability to refresh the groups by re-emulating the Qld holidays once more & once per year.
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1 vote
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