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4710 results found
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Email to Bills - Ability to email CSV files as well as PDF
Presently, to create a draft bill in Xero from a bill that has been received in the csv format, the csv bill has to be imported manually. It would be easier to be able to email the csv bill to the unique bills email address and have a draft bill created in Xero.
4 votesHi team, while not a direct solve for CSV file types as asked for here, I wanted to quickly share on the recent uploads feature we've released in bills.
You can now simply select your files or drag & drop them, and Xero will automatically create draft bills with key details pre-filled and the original document attached ready for approval. 🙂
We don't have any direct plans on expanding our supported file types at this time, but we'll continue to track the interest ans share if there are any changes planned for this. Thanks
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UK Payroll - Option to select when Employers NI is cleared against allowances
Currently Xero is set up to nil off both the Employer NI Expense GL and Liability GL as soon as payroll is run because employers NI contribution is always setoff against HMRC allowances.
However, it is important to have employers NI contribution cleared only when remittances are made to HMRC and when HMRC send allowances (which is always a month accrued). The allowances are setoff against the employers NI expense GL.
This treatment will allow the accountant to respond to remittances made to HMRC in terms of employers NI and allowances received from HMRC accordingly.
It will also allow the firm to know the total employers NI contributed or total allowances from HMRC so far in the year without going through the payroll report. And provides adequate reconciliations of HMRC allowances.
It is recommended that the current employers pension setup in Xero payroll where both the liability and expense are provided for should be adopted for employers NI setup.
Currently Xero is set up to nil off both the Employer NI Expense GL and Liability GL as soon as payroll is run because employers NI contribution is always setoff against HMRC allowances.
However, it is important to have employers NI contribution cleared only when remittances are made to HMRC and when HMRC send allowances (which is always a month accrued). The allowances are setoff against the employers NI expense GL.
This treatment will allow the accountant to respond to remittances made to HMRC in terms of employers NI and allowances received from HMRC accordingly.
It will also allow the…
2 votes -
Invoice Templates - Make a separated option for Quantity and Unit Price
Please could you allow the ability in Invoice settings for invoice templates, to show only the quantity and not the unit price. Separating these would allow to show how much of a material is used.
2 votes -
Expenses - Feature to identify if a transaction is tax deductible
Create a feature to identify whether an expense is tax deductible or non-tax deductible under Bill, Expense, and Journal. This will be extremely beneficial to the SME Accountant when preparing tax computations.
5 votes -
Reporting - Text justification options
It would be great if we could adjust the justification of text in financial statements. Yes, each to his own is accepted but some like the left indent and some like the evenly justified (which just looks neater). Here's to hoping it can happen.
5 votes -
My Xero | Organisation - Make the whole box clickable rather than just name
This is a minor User Interface bug that has been bugging me for years.
Basically, almost every time I go to the my.xero.com Organisations page I end up clicking and waiting then realising I haven't clickedin the special place that works. The user interface here is misleading. Whenever your mouse curse enters the large box containing the name of one of your companies, that whole line highlights. But the only place you can click to actually get it to go to that company's dashboard is the text of the company name.
Everywhere else in xero, you can click in the box and don't have to lcikc the actual text, so 95% of the time your intuition is being trained one way, and then whenever you need to switch companies, it is betrayed.
I realise there are other links to the right, like Access and the subscription Info, Upgrade and Transfer buttons, but that's no excuse for highlighting the whole row and then not making it clickable.
The best solution, would be to let the whole box go to that company's dashboard, but thecheap and dirty solution would be to turn off the highlight onenter for that row.
This is a minor User Interface bug that has been bugging me for years.
Basically, almost every time I go to the my.xero.com Organisations page I end up clicking and waiting then realising I haven't clickedin the special place that works. The user interface here is misleading. Whenever your mouse curse enters the large box containing the name of one of your companies, that whole line highlights. But the only place you can click to actually get it to go to that company's dashboard is the text of the company name.
Everywhere else in xero, you can click in the…
3 votes -
Contacts - Multiple reference numbers for one Contact
it would be great to be able to have multiple reference numbers for one contact, so that way if you have multiple jobs for one company, it can be under the same name. instead of having to make up multiple contacts for the same person.
3 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.
57 votes -
Sales Tax Audit Report - Include Customer Tax ID numbers
VAT reporting in the EU includes ICP reporting for sales to other EU countries (aka pre-Brexit EC Sales reporting). Part of the reporting requirement is to supply the customers VAT number on the ICP return. The customers VAT number is supplied at the time of invoicing and is included on the invoice and in the customer contact details so is an existing field in Xero. To meet the ICP reporting requirements, every invoice is opened manually to find the customers VAT number which is entered against each customer on an export of the Sales Tax Audit Report spreadsheet off Xero, a very time consuming task.
VAT reporting in the EU includes ICP reporting for sales to other EU countries (aka pre-Brexit EC Sales reporting). Part of the reporting requirement is to supply the customers VAT number on the ICP return. The customers VAT number is supplied at the time of invoicing and is included on the invoice and in the customer contact details so is an existing field in Xero. To meet the ICP reporting requirements, every invoice is opened manually to find the customers VAT number which is entered against each customer on an export of the Sales Tax Audit Report spreadsheet off Xero,…
15 votes -
Reconcile - Multiple invoices in different currencies paid in one payment
When you have two or more invoices in multiple currencies from the same payee, you are currently unable to reconcile them to one payment.
23 votes -
Xero Expenses - Ability to combine multiple photos to one receipt
Be able to take more than one photo on the phone app and combine to one receipt, to be used for multiple page receipts or long receipts that do not fit into the one photo
72 votes -
Inventory - Create a purchase order from the Item List
It would be an idea to be able to add to a purchase order by simply ticking the item from the stock list while you are checking stock levels. This would save time typing in every item after you have checked it.
5 votes -
Invoices: Bulk add attachments to many invoices
Add attachments to draft invoices in bulk. E.g add the same attachment(s) in a single step to multiple draft invoices
22 votes -
Invoice Reminders Report - Date and email sent to
Provide a report on who the automated invoice reminders have been sent out to, to know when the final reminder has gone out and payments not made can then be chased manually.
10 votes -
Purchase Orders/Quotes - Remove Deleted PO's and Quotes from Sales & Purchases Overviews
PO's and Quotes that have been Deleted are marked as Deleted but continue to be displayed in the Sales and Purchases Overviews. There is no need to continue to display deleted items in the Overviews. They should be removed.
10 votes -
Bank Reconciliation - Summary Report with Imported Statement Balance for all banks
Can the new bank summary report have the option of adding in the imported statement balance for each bank account. This would provide a quick way of checking which accounts need more work rather than having to check each reconciliation report for each bank account when there are multiple bank accounts (I have 10+ and it is arduous having to run each reconciliation report just to check the balance)
8 votesHi everyone, while not a direct solve for the idea here we wanted to share a recent release that improves customers ability to confirm their bank balances using the new Bank Reconciliation Summary report.
With the new report you'll now find you can enter a Bank statement ending balance. This means where an imported statement balance has not imported, or doesn't match your actual bank statement balance you can now enter an amount and update the report. Xero will then calculate the balance out by based on the amount you've entered in this field.
Currently this is still on a bank by bank run report, you can switch between banks you have in your organisation from the Bank account field.
If there are any plans to develop a view across all banks at once we'll let you know here.
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Reports - Wrap text in the Profit and Loss report
This is so customers can wrap the text in the report columns which would help shrink the column size.
17 votes -
Products and Services / Inventory - Custom Fields
It would be nice to have a few custom fields, attached to a product or service.
18 votes -
Branding - Create custom templates using Apple Pages
The ability to use Apple Pages to create invoice and quote templates.
We, in common with countless other businesses worldwide use Apple computers, iPads and iPhones, as such we are disadvantaged as we are unable to create templates using any Apple software programs. Please address this for us as soon as possible so that we can make full use of Xero capabilities. This feature would no doubt make Xero more attractive to new Apple based users also.
2 votes -
Reporting - Hide or Archive system accounts
Hide or Archive System Accounts when not needed. We are a Cash Accounting based business so have no A/R, A/P, or other accounts related to Accrual Accounting. I
It would be most useful to tidy up our chart of accounts to be able to hide the system accounts related to Accrual Accounting so that they don't clog up our reports etc.2 votes
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