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4786 results found
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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
23 votes -
User role - Invoice only user to issue payment by cheques
Invoice Only : User role - I would like more options assigned to this role. So they can issue payments by cheque. Similar to an accounts payable role. Currently, this user cannot issue cheques, even though Xero states this user can pay bills.
2 votes -
AU Payroll | Report /summary - Total days work per employee each year
Would be great if we can get a report /summary of total days an employee work per year. This will be extremely useful with calculating long service hours per employee at year end.
9 votes -
Bank Reconciliation - Add notes and attachments when reconciling
To be able to add notes, to explain why Xero has imported an amount to the feed with a different date to the actual bank statement for example. I have to be able to explain to our accountant why the Xero bak balance is different to the bank statement. It shouldn't do this anyway but it does and I have no way of logging this date error. And add attachments (ie actual bank statements) to a published bank reconciliation, you can upload docs to any transaction but not the actual reconciliation??
4 votes -
Report preferences - Ability to set Comparison periods
Report preferences need more details, eg Comparison periods (to the Date or to the period), apply to custom reports, Apply to Users rather than to Organizations.
6 votesGreat to hear you find the Report preferences handy, Andrew. So the team can get a pulse of what they should expand this feature to next, it's good to have a separate idea for each new element you'd like to see developed into this. I've slightly amended the title of your idea to reflect Comparison periods, but you're welcome to start new ideas for the other elements you'd like to set blanket application of. Thanks!
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Bills - Option to email customers to confirm supplier bill is accepted
Upon capturing a supplier bill in Xero, is it possible to have Email option to send an acknowledgement to the supplier for accepting the bill? Email option is there in Invoice, same way can we have the feature enabled in Bills as well?
3 votes -
Lock Previous Year End Accounts & "Compare with" Custom Dates
When changing the year end for a client, it would be nice if previous year's could be locked in dates, fixed assets, etc.
Once the year end is changed, it seems to amend the dates for the previous year in all reports too, if (for example) the new year end means the current "year" runs to 13+ months (such as when the year end is extended): it's hard to get the comparative period in any popular reports to show the previous year as it was filed.
And especially in the TB, I can't get it to show a period for more than a year.
It seems this could be fixed either with customisable comparative periods, or by locking dates post-filing? (Which would help with the Fixed Asset issues too).When changing the year end for a client, it would be nice if previous year's could be locked in dates, fixed assets, etc.
Once the year end is changed, it seems to amend the dates for the previous year in all reports too, if (for example) the new year end means the current "year" runs to 13+ months (such as when the year end is extended): it's hard to get the comparative period in any popular reports to show the previous year as it was filed.
And especially in the TB, I can't get it to show a…2 votes -
Find and Recode - Find transactions before lock date
At the moment, if dates are locked, you can't see transactions in Find and Recode prior to that date. I often use Find and Recode to check the previous coding of contacts/accounts and in order to see them I need to unlock dates and then relock them again. It would useful if they could still be viewed despite dates being locked but perhaps those prior to the lock date are greyed out to show they can't be changed?
3 votes -
Invoicing - DOCX merge field for Payment Currency on Paid invoices
When I send a paid invoice pdf to a customer I would like it to show the original currency and also the currency they paid in. I'd also like it to show the exchange rate of the payment, rather than the Xero calculated currency. At the moment this field isn't available in the docx merge fields.
3 votes -
Invoices - Add account overdue pop up
To have an account overdue notice pop up on invoice screen once customer name is entered. If a customer has an outstanding account - the reminder and amount overdue to pop up as a bit of a warning to the owner whether they should be continuing to do business with this customer, or at least until the account is settled. (I believe reckon account have this feature available and at my previous employment we found this to be most useful)
3 votes -
Bank account - Drag & drop option to change order of bank accounts
It would save so much time if there was the ability to drag and drop the bank account order in the bank accounts screen (so it changes the order in the drop down menus). It is very cumbersome clicking the bank accounts up one step at a time especially when you have over 30 bank accounts!
3 votes -
AU Payroll - Submit Casual Rate timesheets during the week and also the weekend
As you’ve found, right now it’s not possible to submit timesheets using the casual rate during the weekday and then also to be able to submit timesheets for the casual rate that applies on the weekend.
2 votesFrom your idea it sounds as if you'd like employees to be able to submit timesheets with start & end times and different earnings rates, Nathan? This isn't possible atm.
However, an option here where you're dealing with multiple earnings rates for an employee is to get them to submit timesheets using the 'Total hours worked'. This'll let them;
- record the number of hours worked per day, including partial hours
- record time spent at different earnings rates and tracking categories if used.
Your employees may need to edit the timesheet setting, by opening Xero Me, going to Timesheets > Settings and selecting 'Total hours worked'.
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Invoicing - Follow up email after payment
It would be useful to be able to send an email to a customer xx days after an invoice is paid.
This could be used for all sorts of things from offering discounts on new orders to reminding them to leave a review for your service. A bit more of a CRM style feature but would help with business workflow and keeping actions in one place.
2 votes -
AU Payroll - Pay run history to show number of employees in each pay run
When looking at the Pay Run / Pay Run History page, please add number of employees in each pay run to the overview. We report on this each pay period and would make more sense to be shown here then having to click into the pay run or
2 votes -
Contacts - Form to request & capture details of a new customer or supplier
I have a client who is wanting to set up a vendor and queried about the ability to send a form to the potential vendor with information required directly from Xero
Unfortunately this is not an option at this time but I am wondering if this is something other businesses would use and how helpful this would be27 votes -
AU Payroll - Shearers tax scale
Currently you are able to select the tax scale Horticultural/Shearers but there is no default tax rate attached. Apparently if employee falls under this scale you need to select for reporting to ATO which means you have to then manually calculate tax when you do the pays which is not possible if you have multiple employees knowing which employee wants what rate as they all do not use the default. This also leads to errors if not picked up it doesnt calculate automatically. May I suggest that we urgently attention to have the default ATO tax scale rate included with the option of selecting withholding variation (yes/no) allowing the ability to enter a varied rate which is then picked up for each individual employee and calculcated correctly. The need for answering tax free threshold is then redundant also in this case and should be greyed out. This is a critical upgrade needed now. otherwise we have no option than to revert to just using withholding variation instead of marking employee as shearer.
Currently you are able to select the tax scale Horticultural/Shearers but there is no default tax rate attached. Apparently if employee falls under this scale you need to select for reporting to ATO which means you have to then manually calculate tax when you do the pays which is not possible if you have multiple employees knowing which employee wants what rate as they all do not use the default. This also leads to errors if not picked up it doesnt calculate automatically. May I suggest that we urgently attention to have the default ATO tax scale rate included with…
19 votes -
UK Payroll - Report that shows all employee's current Hourly Rates
In Sage, we used to be able to run a report that allowed us to export all our employees hourly rates, so yearly pay rises were easy to plan from.
There isn't a way to do this in Xero - so my suggestion is to have a payroll report, similar to the employee details report, that allows you to see all employees hourly rates.10 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 always have two parts - the expense for the current period and the prepayment for the next.
Extra points for including the ability to calculate the divison between periods!
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…
11 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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Contacts - Import with contact Group
To provide the option to import new contact(s) to an existing group.
Purpose: Users can easily put the imported contacts into the existing group once the file is uploaded into Xero.
126 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).
3 votes
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