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4692 results found

  1. Ability to have an alert in Xero when a Quote has been accepted

    14 votes

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  2. If I already have a bank feed setup for an account and then go to add another bank feed, the system skips the screen where I choose the bank. I have bank accounts at more than one bank and unless I disconnect every feed I have setup, Xero skips the bank choice screen and ASSUMES it's at the bank I already have a feed for.

    2 votes

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  3. Ability to have a ‘Print now’ option in Invoices, so the invoices can be printed in one click.

    Purpose: To save users time from having to open the PDF and click Print again.

    89 votes

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  4. Customers receive an email with "Pay Now" option to pay online with Stripe.
    Customers will, instead of clicking Pay Now, just call up with CC and ask to pay invoice.
    Having the Pay Now button in the invoice screen would make this so much easier to process.

    Just let me pay an invoice using credit card from within the invoice screen

    6 votes

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  5. Instead of having to scroll through the account transactions / bank statements to get to the bottom in order to change the page number you are on. Either having this bar at the top as well or also having this bar move wiht you so you can always change the page as needed.

    61 votes

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  6. Bulk download of invoice PDF files (not export csv)

    Currently after doing a search, what I understand the current process is:
    - Going under Paid / Unpaid tab under Invoices
    - Checkbox all and select print
    - But this clumps ALL the invoices into a single PDF file instead of one file per invoice number
    - Using an online tool to split the invoices. If your invoice is more than 1 page long, you'll need to manually merge them back.
    - Alternatively, manually clicking each invoice link, hitting the Print PDF button. Going back and repeat every invoice.

    What I…

    19 votes

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    Thanks for stepping out the process for others here, Vicky. You're correct in the way this currently works. 

    It'd help when sharing back with the team if you could share more detail of why you'd like the ability to export in bulk but create individual files. What would this help your business do? 

  7. At a quick count there at least three different date selectors used in Xero. This makes it clunky for users and some date selectors are functionally outdated. Examples, the date selector used in Invoices (best) vs the one used in Reports (worst) vs the one used in Leave.

    Use the same date selector(s) across the entire product. One that allows for:
    - Keyboard entry of date(s), multiple formats eg 23/08/23 as well as 23 Aug 2023 (Invoices does this)
    - Shortcuts like 'This financial year' etc - where applicable
    - Quick year jumps (unlike the date selector in Reports -…

    3 votes

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  8. When you look at an inventory item, it shows that you have that item on order, but it doesn't show you in the history and notes, what PO that the item is ordered on. All it shows in the history is the Bill's and the invoices.

    IT needs to show in the history the PO that the goods on order are ordered on.

    3 votes

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  9. Suggest Bank rules. When Xero suggests a Contact & Account during the reconciliation we should also have an option to make that a rule so they can use it in cash coding as well. If that is not possible then have the suggested transactions auto fil on cash coding or have a check box like in the reconcile screen to show suggestions

    1 vote

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  10. 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.

    14 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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  11. Streamlining " Multiple of Employee's Ordinary Earnings Rate" .
    I have a client who has 14 employees and 4 Ordinary Earnings Rate for each employee as their business trades 7 days a week. Each Employee is on a different Ordinary Earnings Rate. The current system on Xero requires you to create and select Multiple of employees ordinary earnings rate in the payroll settings and calculate and enter the multiplier % for each earnings rate for each employee in order for the ordinary earnings rate to be calculated and for the annual leave and carers/personal leave to be calculated. This is…

    45 votes

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     ·  28 comments  ·  Payroll  ·  Admin →
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  12. On the Bills page, the New Bill button has been moved top right. More distance to travel = more time wasted. Need to look harder to find it too because it isn't where it was and the New invoice button still is. No - the new colour doesn't help that much as I am colour blind. Could you please move the New bill button back to top left of the screen like the New invoice button ?

    When I enter a bill where there is an outstanding credit, I go and Allocate credit. Great but after doing that the screen…

    2 votes

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  13. Please add the ability to bulk approve and email invoices simultaneously.

    8 votes

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    Hi Brett, separate actions in them self but it is possible to Approve multiple invoices at once from the Draft tab. When actioned you'll see a message from which you can 'View invoices' and multi select to Email. 

    Being open this isn't something we have plans for right now - Is there a common scenario, or specific reason you'd like these actions as one? It'd be good detail to share back with the team. 

  14. Having the option to include a digital signature in the report templates, the ability to paste an image into the text section would suffice for this. Useful for the statement of disclaimer where the firm needs to sign off every report. Currently the only way to do this is by exporting the report to a PDF manager and pasting the signature in.

    42 votes

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  15. It would be helpful to be able to track who accepted a quote in the history and notes. The customer could have emailed the quote to another party within their organization who accepted the quote on their behalf and we have no way of showing accountability for this.

    11 votes

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  16. One day I added a foreign currency because I needed the rate for a single transaction, but now all of the detail reports show three foreign exchange columns checked all the time, when I don't need them and don't want them. There is no way to turn off foreign exchange organization wide, nor to get rid of the columns. I am aware that I can make custom reports for account transactions, but the fact is that I use right click to open the account detail in a new tab from an existing report such as a balance sheet or income…

    14 votes

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  17. Being able to filter on the Short-Term Cash flow would be very helpful. For example, if I create an invoice but haven't sent it yet, it's included in the projected income, but if I can tell the report to only show invoices that have been "Sent" it would only include invoices that have actually been sent to the client.

    2 votes

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  18. Xero needs to include the field indicators on their printed cheques like all the other Canadian compliant software companies.

    Right now Xero directs Canadians to have their printer include the field indicators on the preprinted stock, but this makes alignment very difficult and most printers won’t. Even the companies that they suggest to provide the stock do not include it.

    2 votes

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  19. Why can't you open a document , press share and the doucment filed into Hubdoc in the same way you can with Xero Files where want to push into Hubdoc initially?

    Also you can seem to add PDF file types (that are not photos taken previously and stored in your phone gallery) with or without downloading the PDF document onto your device first - why is that?

    Is Hubdoc a proper document storage facility?

    2 votes

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  20. For Ledger only clients, who dont need or use the dashboard, there should be an option on the dashboard edit to identify the client as a "Ledger Only Client".

    2 votes

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