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4691 results found
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Invoice Discount Column - Show it on copied-to Bills
We like the discount column on Customer Invoices.
We love being able to copy Customer Invoices to Bills.But what happens to the discount when we copy a customer invoice to a supplier bill? It appears in the total but it doesn't appear anywhere on the bill and it's impossible to edit or remove unless the entire discounted item is removed and added.
I've spent many confused hours wondering why the bill doesn't add up.
Even a flag to state that there is a hidden discount would be an improvement.
10 votesAppreciate the detail and how this impacts your flow, Robert.
It'd be good to get some more understanding of the scenarios in which you're finding you often need to copy an invoice to a bill - Welcome any feedback on this to share back with the team too.
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Mileage/Tracking Report - Ability to see employee mileage within the tax year
We need the ability to see how many miles an employee has travelled within the tax year. This is so that we can follow HMRC guidelines in respect of the pence per mile that is paid to the employee. Currently the rules state that up to 10,00 miles can be reimbursed at 45p per mile and thereafter this rate is reduced to 25p per mile.
This could also include the ability to set a default rate to avoid any errors made by the employee and to then generate an alert once the employee exceeds 10,000 miles and automatically reduce the default rate to 25p per mile.
We need the ability to see how many miles an employee has travelled within the tax year. This is so that we can follow HMRC guidelines in respect of the pence per mile that is paid to the employee. Currently the rules state that up to 10,00 miles can be reimbursed at 45p per mile and thereafter this rate is reduced to 25p per mile.
This could also include the ability to set a default rate to avoid any errors made by the employee and to then generate an alert once the employee exceeds 10,000 miles and automatically reduce the…
28 votes -
Xero Me - GPS tracking
Ideally looking for the ability for GPS tracking in the XeroMe time clock feature would be a big winner
39 votes -
Payroll Audit Trail - Posting of email payslips
Can we have an audit trail, even if similar to invoices/bills, where we can see the who, date & time of the payslips being sent out for a pay calendar?
This helps to know the payslips have been sent out and that there is an audit trail for this.26 votes -
Projects - Create Spend Money from a Project expense
When adding a actual expense within a project it should open a spend money transaction in Xero and have the ability to save photo of the receipt as normal spend money. Or alternative within the XERO app be able to select a project when inputing a receipt, the current setup is double handeling because you purchase somthing and you have to enter it in xero then in the project.
1 vote -
Bills - Refresh option on bills to pay page and a recent invoice list
When emailing bills to Xero as I am working from my email account and Xero at the same time, the page has to be refreshed by clicking into one of the other tab options all the time and back again. It would be great if there was a button that just said refresh so I am not wasting time jumping from drafts screen to one of the other tabs such as all and then back to the drafts.
Additionally we process all of our invoices into draft format firstly. When doing this sometimes they are out of order. It would be great if there was either a recent section on the screen, or the option to filter them by the date/time added.
When emailing bills to Xero as I am working from my email account and Xero at the same time, the page has to be refreshed by clicking into one of the other tab options all the time and back again. It would be great if there was a button that just said refresh so I am not wasting time jumping from drafts screen to one of the other tabs such as all and then back to the drafts.
Additionally we process all of our invoices into draft format firstly. When doing this sometimes they are out of order. It would…
1 vote -
Short term cashflow - Option to include payroll
Very simply, short term cashflow does not include a range of items the biggest and most important of which is payroll. I think if you are selling this feature you should be very wary of the need for a disclaimer if the feature fails to be accurate, and decisions could be made on false information if for example the biggest expense item being wages is not included.
Granted it should be something people take great care when making financial decisions and should note the issue, many don't have great financial literacy which is part of why xero was created in the first place, I just see this as a deal breaker in terms of actually using the feature at all. It needs to actually work.
Very simply, short term cashflow does not include a range of items the biggest and most important of which is payroll. I think if you are selling this feature you should be very wary of the need for a disclaimer if the feature fails to be accurate, and decisions could be made on false information if for example the biggest expense item being wages is not included.
Granted it should be something people take great care when making financial decisions and should note the issue, many don't have great financial literacy which is part of why xero was created in…
16 votes -
Repeating invoices - File attached to generated invoice/bill
added documents to a repeating sales invoice template, copy into the repeating invoice
30 votes -
Reports - Add "Transaction Modified Date" column in Reports
In Account Transactions reports, you should be able to add a column for "modified date". This would be extremely helpful when reconciling between information submitted to HMRC and the information in the nominal. I am no QuickBooks fan, but this is one feature that they have that Xero does not.
2 votes -
Reporting - Set 'Working capital with other cash movements' report to be default for the Cash Summary Report
I need to include a Cash Summary report and bank summary report in standard management reports.
I need the Cash Summary report format - working capital with other cash movements. I never use the default report. It includes balance sheet items as expenses and has little meaning for the clients I have viewed this for.
At the moment, this can only be done on an individual client level and laboriously. This is not viable for my office.
1 vote -
Reporting - Restrict user access to the Edit Layout button in financial statements
We have spent a significant amount of time creating our financial statement templates using the report codes to ensure consistency and quality. Using Edit Layout can cause significant issues, including notes not matching the numbers in the balance sheet. As a result, we require the ability to remove access to the Edit Layout function for selected users.
This is a significant quality and risk issue.1 vote -
Expenses Report - Including billable expense assignment
Would really appreciate the ability to export expense claims for an individual employee for a defined period which shows which are billable to a client and those that are not.
Currently the Expense Claim Detail report only shows aged (unpaid) expenses and the Account Transactions Report shows all expenses whether paid, unpaid or submitted, but doesn't differentiate those that are general expenses from those that can be billed to Clients (Customers).
Hard to believe we are the first small business to request this functionality.
12 votes -
Xero Accounting app | Bank feed - Ability to refresh
Given that your bank feeds constantly don’t work, it would be great if they could be refreshed via the app, rather than having to login to a computer.
4 votesHi Tahnee, the process can slightly differ from bank to bank. Is there a specific bank connection you'd find this most useful for?
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UK Payroll - Email payslips before posting pay run.
Allowing the payslips to be emailed before posting to HMRC to check for any errors would be great. We have multiple users involved in the payroll data input and there are usually one or two errors as there are many expenses claims. Being able to do this would make life so much easier for us.
13 votesThanks for your interest and feedback on this idea, everyone. Currently, you can View Payslips from within the draft pay run by clicking into Options > View Payslips.
From here you could download and email the payslips from outside Xero.
Though no plans at present, if anything changes in this space, we’ll update you on this idea.
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Business Snapshot - Ability to show monthly and quarterly comparatives
In the Business Snapshot all of the comparatives are to previous year. In a startup this isn't meaningful as prior year balances are nil, but month-to-month or quarter-to-quarter comparatives would be super useful. In established businesses also, monthly and quarterly comparatives can be very useful.
17 votes -
Statements - Increase size of email template box when sending statements
Could you increase the size of the email statements UI - ie the dialogue box that opens when you email statements or activity and you can revise the template.
The font is tiny and the window is also tiny.
Or allow a zoom, or to enlarge the dialogue box.
I've made embarrassing typos....1 vote -
Bills | Awaiting Payment - Highlight the Planned date
Bills - Highlight the “Planned date” (in red or bold) as you select the date.
This would assist greatly when batching weekly and monthly payment batches and working alphabetically.
The Bills screen is very busy.
Thank you3 votes -
Quotes - Ability to send multiple quotes to one email address
The ability to send multiple (or up to 10) quotes to one email address
9 votes -
Prepayment - Automatic allocation when an invoice is raised
It would be great if you could automatically allocate prepayments to an invoice once the invoice has been created. Or at least receive notification that a prepayment exists so you can manually receipt it.
We are experiencing that clients have made extra repayments (prepayments) but when the invoice is created and sent to the client they pay the amount on the invoice and the prepayments are still sitting in the system, meaning we then have to issue a refund.
It would be helpful if the negative balance of the prepayment would sit under the clients name so when you are viewing the client details you can easily see there is a credit in Xero and XPM.
It would be great if you could automatically allocate prepayments to an invoice once the invoice has been created. Or at least receive notification that a prepayment exists so you can manually receipt it.
We are experiencing that clients have made extra repayments (prepayments) but when the invoice is created and sent to the client they pay the amount on the invoice and the prepayments are still sitting in the system, meaning we then have to issue a refund.
It would be helpful if the negative balance of the prepayment would sit under the clients name so when you are…
11 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'19 votes
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