4812 results found
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Sales Invoice - Bulk Download of PDFs in separate files
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…
23 votesThanks 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?
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AU Payroll - Option to run unscheduled pay runs without processing leave
Unscheduled payruns - the ability to not include pending leave. When processing bonuses etc, Xero automatically puts in the up coming leave even though it is not appropriate to be included in this unscheduled payrun and should be in the standard payrun. Because we pay monthly this only exacerbates the situation. To have the option to not include the leave in that payrun would help with this.
32 votes -
Repeating Invoices - Schedule a specific time for repeating invoices to be generated and sent
Ability to schedule time for repeating invoices to be generated and sent.
Purpose: To make repeating invoices are generated and sent to the contact/supplier/customer’s preferred time.
85 votes -
AU Payroll | Payroll activity summary report - Select a group of employees
When generating the Payroll Activity Summary report, it would be good if I could select certain employees.
Currently you can only choose an individual or all employees.
63 votesHiya everyone, as you may have seen we've released a new version of the Payroll Activity Summary report for AU and UK versions of Xero payroll. While it's still not possible to select multiple individual employees to run in this report, what you can do is run the report for an Employee group.
At this time we don't have plans for developing the ability to select and run the report for multiple employees, however we'll continue to track this here and update if there's any progress.
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Bank Reconciliation - Add filter to show Deleted status
Issue - Bank Transactions Auto Deleted by Xero System
Hi Xero, i would like to suggest, please add 'Deleted' status in filter function. Because recently i just imported approximately 10,000 transactions into xero and it stated there 150 are duplicates and auto deleted by xero system, which is not duplicates actually. To find one-by-one, page-per-page really become troublesome for us in Statement Lines section and require lots of time. Also i have tried to open the one i just imported in Statements section, it keeps showing error code 500.
Therefore, the other workaround would probably to find deleted transactions using…
4 votes -
AU Payroll - Toggle to hide Annual Salary on individual employee's payslips
We would like to have the option to show annual salary for a particular staff's payslips only and not to all employee's payslips.
7 votes -
Account Transactions Report - Hide Archived Accounts
The attached post indicates that Xero has delivered the ability to hide archived files by unticking the "Show Archived" box in the account transactions report and then saving it as a custom report. I have tried this, but it doesn't work. Every time I go into my custom report which should have the Show Archived box unticked it is always ticked and the archived accounts are showing. Could you please look at this again.
8 votesHi Sally, appreciate the image back to the earlier update you're referring to here. Is it possible that the custom report you're using was saved prior to the update and needs updating with any new setting changes and then saving again to hold these for future use?
If you're still finding the same behaviour, I'd highly recommend raising a case with our team of specialists at Support so they can dive into why settings you've saved in a custom report aren't being applied. Thanks
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Repeating invoices - File attached to generated invoice/bill
added documents to a repeating sales invoice template, copy into the repeating invoice
38 votes -
Invoices - Invoice Import Tax Default Option
When you import a tax invoice file you get to select when the invoice amount are either Tax Exclusive or Tax Inclusive.
The default radio button option is always set as Tax Exclusive.
It would be nice to be able to change this default setting so that the default option can be set to tax inclusive. I know it's a minor thing and while it might not save a lot of time, if all of your tax imports are GST inclusive, having the option to have this set as default so you don't have to remember to change it would…4 votes -
Bills - Show Bill payment reference
When suppliers are paid, the payment is given a reference, and this is then used to file paperwork. We can no longer see the payment reference when reviewing paid supplier invoices. Please bring this back.
3 votes -
AU Payroll - Add Seasonal Worker option for income type/tax scale
Xero needs to have an option in either Income Type or Tax Scale for employees on the Seasonal Worker Program, ie PALM Workers, so that the system automatically taxes them at the flat rate of 15%.
At the moment I have approx 33 such employees and I must adjust their tax in every single payrun.
The ATO have a specific code (W > P) that should be used for these workers under STP Phase 2 reporting. I refer you to the table at the following website page: https://www.ato.gov.au/Business/Single-Touch-Payroll/In-detail/Single-Touch-Payroll-Phase-2-employer-reporting-guidelines/?page=5#Tax_treatment
4 votes -
Dashboard - Business Overview Graphs
It would be nice to have a business overview dashboard similar to QuickBooks. The existing Xero dashboard is designed for bookkeepers and doesn’t have any valuable insights for business owners. Perhaps it would be better to have two different tabs on the dashboard, one for bookkeepers, and another one for business owners.
P.S.
Numbers of the screenshot are from a demo account7 votes -
UK Payroll - Automatically detect payroll payments during reconciliation
Payroll/Wages Payable Reconciliation
It is quiet difficult in Xero to find out wages payable error done because there is no system of matching wages payment with the payroll journal at the transaction allocation stage.
e.g. as we get the suggestions to allocate a payment received against an invoice, it should be similar with the wages.
If there is any over/under payment it will be detected at the transaction allocation stage as there won't be any matching payroll transaction existing. This feature is there in MYOB. This is the only reason where I find MYOB better than Xero.
Sometimes client does…5 votes -
Sales Overview - Bulk "Void" button for invoices
Can you introduce a "void " button please on the invoice listing page. We have dozens of invoices that have not been paid as customer cancelled order but we cannot void them in bulk. We would like to use the checkbox next to the listing of invoices and select "void" to do them all at the same time rather than one by one which we do not have time to do.
36 votes -
VAT late claims report
Hi,
Something that would be very helpful as an accountant, is the ability to run a report for a given date which shows all the transactions where the VAT was claimed/paid on a later return. I know that the VAT reconciliation report doesn't work with MTD.
Happy to discuss to help with this.71 votesThanks for sharing and supporting here, everyone.
For those that aren't already across, though manual at present you could run the Account Transactions report to manually reconcile against your filed VAT returns.
We appreciate the process could be more automated. Though this isn't something we have immediate change planned around atm, we'll update you here if there's any news.
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Branding - Enable SKIPIF function in advanced DOCX templates
Please enable the Microsoft Word function SKIPIF for use in docx invoice templates. Currently, we can use the "IF" function in customized invoices to skip item records according to its ItemCode, but as noted by another user in the Microsoft Office discussion, a blank row will still appear for records that meet the filter test. Read a detailed discussion of the issue here: https://answers.microsoft.com/en-us/msoffice/forum/all/microsoft-word-mergefield-code-to-skip-certain/3414ecba-e0c9-46aa-90bb-b5a205d25f5a?page=1
3 votes -
Invoices - Add a notification when the repeating invoice ends
Get notified when a repeating invoice ends.
2 votes -
Repeat template - Option to update template from Draft invoice
The repeating invoices that go to draft should have an option of saving for the next repeating invoice for that client. If you dont edit the invoice before it goes to draft eg: to increase an annual charge, then it does not save for the next time that repeating invoice comes up. Either that or give an option for a repeating invoice that has been delited to repeat again.
7 votes -
Expenses - View draft expense claims before submission
ability to view and edit the whole teams draft expenses where all members can upload there expenses from devises and the one admin member can edit and submit for approval by the approver.
7 votes -
Foreign Currency - Ability to turn off
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…
17 votes
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