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4658 results found
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User roles - Limit user from seeing historic data
User role - Limit access to user based on year of transactions. I.e. can only view transactions from 2023 onwards.
5 votes -
Account Transactions report | Batch deposits - Use Payment Reference
In the account transactions report, the reference for batch deposits (of invoices) should be the payment reference.
Currently, the individual invoice numbers are presented for batch deposits when you run account transactions.
49 votes -
Contact overview - Show all persons on a contact record
Could the 'overview' page of the contact show all the contacts/persons associated with a Contact Account, not just the 'first' one?
We have 2 or 3 contacts/persons on most of our accounts, it would be nice to be able to see their names/emails on the company overview page, rather than having to click into 'Edit' to find these details.21 votes -
Sales Invoices - Ability to specify a % of invoice held on retention
We would like to indicate a specific percentage of retention money held by our client on our sales invoices to them. This retention is then payable to us after a specific amount of months.
We also need a way to keep track of the total amount of retention held by a client
38 votesHi community, in lieu of having a direct feature for this I wanted to highlight the option shared earlier on in this thread (Thanks Peter!) for those it may help.
As mentioned, currently you could enter a separate line on the invoice, with a negative amount for the retention value, and code this to a 'customer retentions' account in the Balance Sheet. You could also add a comment in the Description field, indicating the cumulative retention value.
The Account Transactions Report can then be used to manage the values being carried forward.
Being open, this isn't something we have planned for development at this time, however we'll continue to gather the interest here, and if there's any changes we'll let you know.
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Projects - Bulk update project expenses to 'mark as invoiced'
In project records the ability to select multiple or all expenses entries (by using the existing select tick box) and bulk update 'mark as invoiced' status.
13 votes -
AU Payroll - Permission - Function to allow leave authorisers to view Leave Calendar
It would be great for those Approving Leave, to also be able to View the Leave Calendar that is currently available to Payroll Admin users in the Overview Window. Those approving leave need to know who else is on leave for the requested period, which we currently replicate in our Email Calendars, however it would be great to take this step out, it will reduce time and eliminate errors.
53 votes -
Invoicing - Make it compulsory to assign to a project
Ability to make it compulsory to assign project to invoice.
2 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 -
Navigation - Return to previous screen after viewing/editing a transaction
Ability to return to the previous screen after the user edited a transaction.
Purpose: To make users easily continue working on the previous page rather than having to navigate from the different page again.
101 votes -
Bank reconciliation report to show contact reconciled to
Bank reconciliation - A report that will show each bank transaction and then which invoice it has been reconciled against, as a way of having a quick way to check something has been reconciled incorrectly. Currently, the only way is to view each transaction through the account transaction report.
8 votesGood to hear you're aware of how you can run the Account Transactions report to view this information, Catherine - Is there a reason or something missing from this report that would help you when reviewing transactions?
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AU Payroll - Allow Xero users to approve timesheets
Please allow timesheet approval as a sub option to payroll admin in the user set up, similar to "invoice only" option in the business and accounting setup. We have employees on labour hire contracts that need to submit their hours to the client supervisor for approval so that we can get paid. We want to be able to add the client rep without giving them full access to payroll. The only current work around is to add them as as a "Contractor - Non Employee" in Xero Payroll
5 votes -
VAT 201 Report (ZA) - Separate column for invoice number
VAT201 Report (ZA) - A SARS requirement is to have sequential invoice numbers. The invoice numbers are not displayed on the VAT201 report, only the customer reference number, if there is no reference number, then the customer invoice number is displayed. Can we please have a column for the customer invoice number or only have the customer invoice number listed.
18 votes -
Customised Document Reference Number as well as automation of this feature.
Document reference number could be modified & next number is shown is recommended.
Eg.
- Invoice number could be customised into "INV yymm-***", same goes to payment, receipt, credit note so on.
- to shown next number under the reference number.2 votesHi Casey, coming back across your idea here I was hoping to better understand. As you may be aware it is possible to change and customise the sequence of invoice numbers as well as other document types from within the Invoice Settings page - Or is it something a bit different you're after here?
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Organisation Settings - Setting up a UK company with a non-GBP base currency
We have a UK based client who have a presentational and functional currency in USD. There is no possibility of setting up this company correctly on Xero, as Xero only lets UK organisations use the base currency on GBP to link easily to taxonomy.
It would be very helpful if this could be set up.
16 votesHi Jonathan, when you say presentational and functional currency is USD - does the organisation pay taxes in the US? If so it would be recommended that you pick US when setting up the org.
Alternatively, if US is one of the currencies that the org regularly deals and transacts in but pays taxes in the UK it would be recommended that you select UK and the client is on an org that includes multi-currency in it's plan.
We appreciate customers would like to see more capability with currency in Xero - most recently we have added the ability to run the newer Profit & Loss, Balance Sheet and Budget Variance reports in other currencies an org uses.
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Contacts - Option to turn off debtors statements
It would save us so much time if there was an option to turn off debtor statements per contact just like we have the option to turn off invoice reminders. That way when sending statements we can bulk send without having to send them one at a time.
34 votesInteresting idea - we'll continue tracking interest here. 🙂 In the meantime I did want to highlight how you can send multiple statements at once and may help some here.
While it's not possible to set a default for each contact, you can currently send statements to multiple users at once -
From your Contact lists either select all, or just the contacts you'd like, select the 3 menu dots in the top right of the page where you'll see an option to 'Send statements'.
- When clicked this will take you to the statements screen where you can further refine the lists of contacts you'd like to send a statement too
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Invoices - Create APCA or ABA files from recurring invoices
As a DE User we would like to be able to upload a file to the bank creating the direct debits associated with subscriptions or payment plans. (The converse of the supplier payment batch file.)
The functionality exists already, including the space for the client's BSB and Account number; and the capacity for "strip invoicing" so this should be a relatively quick and easy job.7 votes -
Proforma Invoice - Ability to apply part payments before converting to invoices
Ability to create a separate proforma invoice function which allows you to make part payments against the proforma invoice, before being able to convert it to a sales invoice.
Purpose: Users can easily manage part payments before sending their sales invoices to their contacts.
109 votes -
Advanced Inventory - Assembly Inventory
Ability to have/add assembly inventory in Xero.
Purpose: Users who are selling parts of the whole inventory can easily manage this in Xero.
109 votesHi everyone, thank you for all your valuable insights of how we could improve Xero inventory to suit your business.
Atm, we don't have direct plans for providing capability to track assembly inventory within Xero, however our product team are doing some early testing of concepts for being able to bundle inventory in Xero.
Quite related to your interests here, we wanted to provide you the opportunity to be a part of this,
If you'd be interested in giving some time to share back with our team on their concepts please answer a few questions through our form here.✍️
This will be a limited pool, however we'll be back to share outcomes of this work with you all here.
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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.
4 votes -
New Invoicing - Keep leading carriage returns and spaces in description field
The 'new invoicing' option automatically removes any leading carriage returns and leading spaces in the invoice description field.
This did not occur in the classic version and wonder why it was introduced.
To enable the details of the invoice to be easily read, it is sometimes necessary to separate line items on the invoice and to indent the actual description.
Can this 'feature' be removed?14 votes
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