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4690 results found
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Reporting - Filter Inventory reports by Tracking
Please add ability to filter inventory reports by tracking codes, so you can see quality purchased and sold by tracking code.
33 votesHi team, while not available in the Inventory reports directly you could run the Receivable or Payable Invoice Detail reports where you'll find your can group and filter by Item and Tracking which should help you get a picture of quantities purchased and sold by category 🙂
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Global Search - Sort results by Date, Total, or Status
The ability to sort Search Results by date / total / status
21 votes -
AU Payroll - Multiple Earnings Rate in Payroll
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 incredibly onerous and to consider that this needs to be then be entered in again when the award rates are released.
Other than that, the current employer has to manually add the annual and personal/carers leave for each weekly payrun. Can Xero upgrade this please?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…47 votes -
US - Send W-9 request from Organization email rather than Bookkeeper/Accountant email
The new W-9 Request feature is nice. However, it would be even better if there was a way to send the request using the Organization's email address rather than the Bookkeeper's or Accountant's email address. Contractor's might disregard the email request if they don't know who the Bookkeeper or Accountant is and don't recognize the sender's email address.
1 voteHi Lara, while not a complete solution for what you're after as you still need to send from an external email provider - I wanted to share a recent update we've made so you can now link directly to your email client from the W-9 in both Contacts and 1099. We've also provided an email template which you can easily edit to adjust any details you'd prefer such as adding the organisation title. See more on this in our help.
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Bills - Allow invoice number duplication when importing
When importing bills from a csv file, Xero will currently treat all lines with the same invoice number as one transaction, even if the separate lines are from different suppliers. The system should ideally not ignore the fact that the supplier name is not the same. Would be good to assume that the bill is posted against the correct supplier, even if it happens to have the same invoice number as another supplier's invoice.
4 votes -
Cash Flow - Include future dated paid invoices
The cash flow currently picks up bills to be paid on a specific date in the cash flow but if you set up a payment in advance and mark as paid in Xero, the bill disappears all together from the cash flow.
The manual workaround is to "Add upcoming money in or out" but I would have expected Xero to pick them up as payments already set up on the bank account.
5 votes -
Reports - Reduce empty spaces
Custom reports- why there such a large gap of blank wasted space between the account names and the first column!! We create month x month reports ie 12 months of columns wide, so it is very frustrating when you create a PDF with all those columns on it and there is that great wasted space before the first column!!!
4 votes -
One Click Delivery Notes
We need to include delivery notes with orders. The current packing slip does not cover this requirement. I'd like to be able to select multiple invoices, and bulk print delivery notes for them all. The delivery note needs to be somewhat customisable.
The notion of having to edit an invoice and change the theme in order to generate a delivery note is completely impractical!
71 votesWhile only on an invoice by invoice basis atm there is a slightly simpler option that the team released that will help create a packing slip for invoices.
Would be good to get a sense of the interest for a bulk option and creating for multiple invoices at once.
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Conversion balances - Add a field for notes/description
It would be really helpful if there was a way of adding a description/note to conversion balances. For example, if a creditor balance relates to a specific loan, it would be useful to be able to note this somewhere. Currently, reports only show 'conversion balance' as the description for the transaction and it isn't possible to add a description to the conversion journal. It makes it difficult to keep track of historic debtors and creditors and this information needs to be kept elsewhere, duplicating work.
3 votes -
eInvoicing - Ability to create Credit Notes (or negative invoices)
Currently we can send invoices using eInvoicing through the PEPPOL network, however we can't send credit notes for any changes to these invoices. It would be good if credit notes (or at least negative invoices) would be enabled in Xero so any invoice changes could also be sent through the eInvoice system.
9 votes -
Report Templates include a Signature
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.
43 votes -
Find & Recode - Ability to change multiple accounts at once
It would be great if we could have an option to use find & recode to change to several accounts at the same time (similar to cash coding), rather than having to use the function over again each time. For example, if a client codes many transactions to general expenses, it would be useful to have a single screen where you can change the coding, with a column for "Current Account" and a second column for "New Account".
3 votes -
New Invoicing - Add Client expense on the fly
in the old invoicing, you can create a new Client Expense on the fly. You cannot with the new invoicing page
5 votes -
Budget Variance Report - Remove arrows
It would be nice to have the ability to add/remove the arrows from Variance Reports. Some clients don't like them and only want to see the dollar value.
14 votes -
Notification - When quote accepted
Ability to have an alert in Xero when a Quote has been accepted
14 votes -
Bank Account | Always have "Find Bank" feature when adding bank feed
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 votesHi Thomas, sorry we've not responded here sooner - Are you still experiencing this when adding a new bank account? If so, I'd recommend raising a case with our specialists at Xero Support to confirm why you're not receiving this option when adding a bank account in Xero, as this does sound like out of normal behaviour.
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Invoice and Bills - Include mandatory Reference Number Field
Currently you can add a bill / invoice without adding a invoice number or just typing a word or anything - example our debtors lady invoiced (Receivable invoice) a client and overwrited the invoice number (reference) to "Diesel R/Bay" so the invoice had no invoice number
4 votes -
History and Notes - Filter by action
Filter history and notes by Action and display sales invoice number. Enable the report to export the to Google Sheets/Excel.
17 votesFor filter by action - would you be after similar to the idea here where you could filter by the date a change was made?
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Sales Invoices - Ability to print invoices in Xero in one click
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 -
Invoices - Add Pay Now option to Invoice screen
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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