4576 results found
-
Branding - Ability to customise bill template
Invoice templates are editable, but bill templates are not.
Would like to be able to add searchable fields to a bill without removing those that are already there.32 votes -
Sales Invoice - Auto allocate Overpayments based on Invoice date
Just an idea that might help a lot of businesses.
We generate a lot of invoices over the span of one month, the feature of bank rules are amazing, but ineffective if the payment is a overpayment.I would like to have a way for Xero to have a Global setting to auto allocate overpayments to the oldest invoice for customers.
Currently overpayments will go to the customer account and just lay there until manually allocated to an invoice.
With bank rules it will automate the process by adding payments as overpayments to the customer account and then auto allocating…
18 votes -
AU Payroll - Allow non employees to submit timesheets through web and Xero Me
Create timesheet availability to Contractors set up in Xero payroll as Non employee.
Currently this is only available to employees.Require the ability to process timesheets to pay Subcontractors for hours worked on site so Super is taken into account but PAYG is not applicable.
Currently not available to STP2 category Contractor 'Non Employees'22 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 -
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 -
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 -
Quotes - Add payment link
Add a payment link to quotations so clients can pay on a quotation as well as an invoice.
Purpose: This would allow clients to pay on the quotation sent.
32 votes -
Xero UI - Unify date selectors
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 -
Inventory - History and Notes to show the PO's that make up the Quantity on order
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 -
Cash Coding - Auto suggestion or bank rules for cash coding
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 -
UK Payroll - Export payment file in CSV format
UK Payroll: Payment file csv format
Lloyds bank doesn't accept .txt format. It would be great if we could download a csv payment file to upload the employee pays to the bank.61 votesHi team, we have an exciting opportunity for a few customers to meet some of our Xero team who are working hard to improve payroll for you.
You'd get a chance to tell us your honest experience with using Xero for payroll, as well as get a tour of the Xero London office!
If you're interested and are available on Monday Sept 30, 1:45 - 3:15pm, and could come meet the team at our Xero London office - Share your details with us through the form here.
We have a limited amount of spaces, but if you don't manage to get invited this round our team may reach out when our n ext opportunity arises.
-
Bills - Move the New Bill button to the top left, to match the Invoices screen
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 -
Sales Invoice - Bulk Approve and Email
Please add the ability to bulk approve and email invoices simultaneously.
8 votesHi 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.
-
Xero Me app: Allow allowances to be entered on timesheet
Xero Me app no longer allows entry of allowances. Previously employees have had ability to enter their hours and any allowances attached on their templates but apparently since the change to STP2 they have stopped this ability which is crazy. Seems to be no point in using Xerome.
Seeing we have just spent hours ensuring our clients have mapped the allowances correctly to STP2 categories not sure why this has been removed. Pls vote to have returned.10 votes -
Short Term Cash Flow - Filters for invoice status
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 -
Include dates on cheques under date to comply with CPA requirements.
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 -
Hubdoc - share and upload documents from device drives
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
- Don't see your idea?