4688 results found
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Bank Reconciliation - Match payment to more than 50 invoices
I would like to see the limitation of receiving payment on 50 inovices be increased or removed completely. I Have a trucking company that issues hundreds of trip invoices to it's customers and the limit of receiving payment on 50 invoices at a time doesnt work for them.
4 votes -
AU Payroll - Toggle to hide Annual Salary on individual employee's payslips
We would like to have the option to show annual salary for a particular staff's payslips only and not to all employee's payslips.
7 votes -
Account Transactions Report - Hide Archived Accounts
The attached post indicates that Xero has delivered the ability to hide archived files by unticking the "Show Archived" box in the account transactions report and then saving it as a custom report. I have tried this, but it doesn't work. Every time I go into my custom report which should have the Show Archived box unticked it is always ticked and the archived accounts are showing. Could you please look at this again.
8 votesHi Sally, appreciate the image back to the earlier update you're referring to here. Is it possible that the custom report you're using was saved prior to the update and needs updating with any new setting changes and then saving again to hold these for future use?
If you're still finding the same behaviour, I'd highly recommend raising a case with our team of specialists at Support so they can dive into why settings you've saved in a custom report aren't being applied. Thanks
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Sales Invoices - Allow to have column for backorders
To have a column of back orders/negative items within the Sales Invoices.
Purpose: Users can easily enter back ordered items rather than doing extra steps of adding 1 more item in their inventory.
98 votesHi team, we know some of our customers find using inventory(Products and Services) in Xero a little restrictive atm. Related to the idea here - Exploring the ability to record negative inventory, or back order of stock in Xero is in our product teams plans. They have a bits of work to get through first, but we'll shift this idea to Under review and keep you updated when this progresses.
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Reporting - Summary view of all bank account transactions with comments in the 'Discuss' tab
It'd be nice for there to be a 'Summary' view in Xero where the client can go to see and address all transactions with 'Discuss' comments.
It'd be nice to send the client a link directly to this view, or to be able to send a notification (with automated reminders) directly from Xero prompting the client to address these comments, WITH a link that takes them right to this view.
In this view, it'd be nice to...
(1) see which user posted each comment,
(2) be able to upload support directly into each transaction (which then stays with the transaction…4 votes -
UK Payroll - Automatically assign employee number when bulk importing new employees
There is a new feature on Xero Payroll that creates employee numbers automatically on employee creation. A great new feature, it gets my vote. It would be good if this worked for bulk import, e.g. by setting the employee number field in the import as blank. (When I tried this it didn't work).
2 votes -
Invoices - Invoice Import Tax Default Option
When you import a tax invoice file you get to select when the invoice amount are either Tax Exclusive or Tax Inclusive.
The default radio button option is always set as Tax Exclusive.
It would be nice to be able to change this default setting so that the default option can be set to tax inclusive. I know it's a minor thing and while it might not save a lot of time, if all of your tax imports are GST inclusive, having the option to have this set as default so you don't have to remember to change it would…4 votes -
Bills - Show Bill payment reference
When suppliers are paid, the payment is given a reference, and this is then used to file paperwork. We can no longer see the payment reference when reviewing paid supplier invoices. Please bring this back.
3 votes -
AU Payroll - Add Seasonal Worker option for income type/tax scale
Xero needs to have an option in either Income Type or Tax Scale for employees on the Seasonal Worker Program, ie PALM Workers, so that the system automatically taxes them at the flat rate of 15%.
At the moment I have approx 33 such employees and I must adjust their tax in every single payrun.
The ATO have a specific code (W > P) that should be used for these workers under STP Phase 2 reporting. I refer you to the table at the following website page: https://www.ato.gov.au/Business/Single-Touch-Payroll/In-detail/Single-Touch-Payroll-Phase-2-employer-reporting-guidelines/?page=5#Tax_treatment
4 votes -
Projects - Connect and sync with Xero Me
It would be excellent if employees could add the time used in a project to their timesheet via Xero Me.
They have the assign project/s showing in their timesheet where they can add the hours used on it.
For example:
Monday
Ordinary hours- Idea court project: 4.5h
Ordinary hours- Flower street project: 3hTuesday
Ordinary hours- Idea court project: 7.5hWednesday
Ordinary hours- Flower street project: 5h
Ordinary hours- Cloud avenue project 2.5hAnd so on. Then of there is overtime they could add that as same way then the ordinary hours.
Also when the assigned employee adds the hours…12 votes -
Invoice Report - Including account, date paid and method of payment
I want a payment report of invoice payments made into my bank account, the report would show date of payment, method of payment and actual .
29 votesHi Donald, I've updated the title of your idea to make this simpler for others that are interested to find.
Though we don't have a report that'll show the payment method atm, you could run the Receivable or Payable Invoice Detail reports to view much of this information.
Once you've customised the report as you like, you can save as Custom to easily access that view anytime.
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UK Payroll - Automatically detect payroll payments during reconciliation
Payroll/Wages Payable Reconciliation
It is quiet difficult in Xero to find out wages payable error done because there is no system of matching wages payment with the payroll journal at the transaction allocation stage.
e.g. as we get the suggestions to allocate a payment received against an invoice, it should be similar with the wages.
If there is any over/under payment it will be detected at the transaction allocation stage as there won't be any matching payroll transaction existing. This feature is there in MYOB. This is the only reason where I find MYOB better than Xero.
Sometimes client does…5 votes -
Projects - Expense Date to be shown on the invoice
Add an expense date to a project
When you enter expenses under projects, a date is required. We would like that date to appear on the invoices.
8 votesWhen you say you'd like the expense date on the invoice - would you expect this to be visible just in Xero, or o your customer as well?
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Contacts - Add 'invoice description' to Supplier & Customer activity feed
I would like to ask if there is a possibility of having on suppliers' and customers' activity bar (please see attached screenshot, what I mean) and one more column - bill/invoice description? I used to work with QuickBooks, and they had this feature, which was very helpful.
6 votes -
Payroll UK - Amend previous RTI submissions
It would be great to be able to change an existing payrun (without using an unscheduled one) and submit an additional FPS relating to that month. Also being able to submit an additional FPS relating to a month that has already been submitted and no changes made, but sometimes HMRC pulls through the data incorrect their end and they need just an additional FPS submitted to pull it through correct but this is not possible currently.
16 votes -
Invoices/Bills - Don't update contact address for existing invoices
Currently, if you change the address of a contact, old invoices and bills will show the new address and not the old address.
It would it be good if the old documents can keep the old address. It is because having the old address is a piece of evidence to show where the goods have been delivered to. It is important to show that to the tax authority and auditors where the goods are delivered to determine the GST/VAT type, etc.
pls look into this. thank you.
75 votes -
Branding - Enable SKIPIF function in advanced DOCX templates
Please enable the Microsoft Word function SKIPIF for use in docx invoice templates. Currently, we can use the "IF" function in customized invoices to skip item records according to its ItemCode, but as noted by another user in the Microsoft Office discussion, a blank row will still appear for records that meet the filter test. Read a detailed discussion of the issue here: https://answers.microsoft.com/en-us/msoffice/forum/all/microsoft-word-mergefield-code-to-skip-certain/3414ecba-e0c9-46aa-90bb-b5a205d25f5a?page=1
3 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 -
Files - Drag & drop a file to attach to a transaction
Just like the "Drop or click to upload files" area below this text box, I'd like an area within each transaction that I can use to upload an invoice or receipt. Rather than clicking the add document button and searching through the file hierarchy.
17 votes -
AU Payroll - Ability to remove leave types incorrectly assigned
Need to be able to remove a leave type for employees. Ie an employee is entitled to 4 weeks annual leave p.a.. They have renegotiated their contract and are now entitled to 5 weeks AL p.a. I've set up a new leave type to accrue 5 weeks p.a. for this employee and asked that they use this option when submitting future requests. I have changed the AL 4 week code to No Calculation for this employee, however it still appears as an option when they request leave. I would like to remove this as an option because they continually inadvertently…
15 votes
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