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4898 results found
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MFA - Allow setup of Multi-Factor Authentication on first Login
Currently, when you invite a brand new user to Xero who has never used Xero before:
1) on first log in you need to register for Xero & set password
2) on second log in, it asks you to set up multi-factor authentication (MFA)It would be great if MFA could all be set up in the first log in as it creates confusion for the new user on the second log in. Its also easier for accountants when helping clients to set up new log ins if it could all be done at once, rather than Register > log out > log in > set up MFA
Currently, when you invite a brand new user to Xero who has never used Xero before:
1) on first log in you need to register for Xero & set password
2) on second log in, it asks you to set up multi-factor authentication (MFA)It would be great if MFA could all be set up in the first log in as it creates confusion for the new user on the second log in. Its also easier for accountants when helping clients to set up new log ins if it could all be done at once, rather than Register > log…
2 votesHi 👋 your idea is being looked into by our Community team. We will be in touch soon to update you once your idea has been reviewed.
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AU Payroll - Automatically transfer PAYGW and Superannuation liabilities to separate bank account
My small business client came up the idea that when we download the aba file for our payroll, it would be great to have the option to pay total PAYGW & super liabilities into a nominated bank account.
This sets aside the money ready for the BAS'es, IAS'es and super.2 votes -
AU Payroll - Show total hours in draft pay slip
Add total hours to the Pay Employees screen to make sure hours entered are the same as hours worked when Timesheets aren't used.
17 votes -
Projects - quote for a number of visits a year - NOT time specific visits.
In Projects I would like the option to create a quote, track and invoice my client where the charge is per "session" Currently Tasks are either fixed price (which does not allow me to quote for a quantity of the same item over the course fo the project) or they are hourly based and my client does not wish the time spent to be shown on the quote or invoice. My situation is that for example my client approves 40 weekly sessions over the course of a year at £250 per session. Neither I nor my client wishes to show the time duration of each session. However I do need to be able to track and invoice the sessions on a monthly basis as completed. It appears that the only current workaround is to create 48 identical "fixed price" (one for each session) as items on the project and quote which seems very clunky.
In Projects I would like the option to create a quote, track and invoice my client where the charge is per "session" Currently Tasks are either fixed price (which does not allow me to quote for a quantity of the same item over the course fo the project) or they are hourly based and my client does not wish the time spent to be shown on the quote or invoice. My situation is that for example my client approves 40 weekly sessions over the course of a year at £250 per session. Neither I nor my client wishes to show…
5 votes -
Reports - Automatically save CIS reports submitted to HMRC
Would it be possible to up date the CIS feature to have the reports that are filed through Xero to HMRC be automatically saved into the filed with HMRC section so that you can see the original return that was submitted if you have had to update it. Returns are not saved on HMRC if they are submitted through Xero.
6 votes -
Invoices/Bills - Don't update contact address for existing invoices
Currently, if you change the address of a contact, old invoices and bills will show the new address and not the old address.
It would it be good if the old documents can keep the old address. It is because having the old address is a piece of evidence to show where the goods have been delivered to. It is important to show that to the tax authority and auditors where the goods are delivered to determine the GST/VAT type, etc.
pls look into this. thank you.
83 votes -
Chart of Accounts - Bulk delete archived codes
Could an enhancement be made so we are able to delete archived codes in bulk, either at practice level or client level, rather than having to do individually? would be helpful
2 votes -
Invoices - Create APCA or ABA files from recurring invoices
As a DE User we would like to be able to upload a file to the bank creating the direct debits associated with subscriptions or payment plans. (The converse of the supplier payment batch file.)
The functionality exists already, including the space for the client's BSB and Account number; and the capacity for "strip invoicing" so this should be a relatively quick and easy job.8 votes -
Sales Invoices - Allow to have column for backorders
To have a column of back orders/negative items within the Sales Invoices.
Purpose: Users can easily enter back ordered items rather than doing extra steps of adding 1 more item in their inventory.
107 votesThanks for the on-going support in this idea, everyone. We're pleased to share that work in inventory and purchase orders is moving along well.
As noted in our last update, work for negative inventory is in progress, and our team are looking at how this flow works through to sales invoices for backorders. We'll share more as soon as there's news.
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Account Transactions - Option to print receive / spend money transactions
Can you pl provide payment voucher/ receipt for Receive/ Spend money,
sometimes we need to provide printouts as proof.8 votes -
Xero Me | Expenses - Remove Employee from 'Nothing to review'
It would be useful to be able to remove employees who are no longer working for the company from the Xero Expenses app. It's annoying having their names pop up under the "Nothing to review" section as it's easy to continue to file expenses under their name even though they no longer work for the company.
5 votes -
Purchase Orders - Ability to Void/Archive purchase orders
At the moment, you can only delete or mark as billed purchase order numbers. However, you cannot see the purchase orders after deleting them. It would be useful to have an archived section in purchase orders.
We have found that we need to go back an see old purchase orders that did not get billed, whether it is to compare it to the purchase we actually made to see why we didn't go through with the original purchase order.
52 votes -
AU Payroll - Show 'actual' leave balance in employee record
Make it so that an employees actual current leave balance is shown on an employee's record under the leave tab. Not just the balance with future leave applied. It's frustrating to have to download an employees pay slip to view these balances.
14 votes -
Xero and Shopify inventory integration -Direct link for live stock levels
Would be great if you could link cirectly to the live stock levels inside Shopify so if I generate an invoice and sale from Xero then the stock level reduces and adjust accordingly. There does not seem to be functionality that does this currently.
23 votes -
Repeating invoices - File attached to generated invoice/bill
added documents to a repeating sales invoice template, copy into the repeating invoice
42 votes -
Reports - Ability to add custom KPIs to Executive Summary report
Ability to add KPIs to executive summary report e.g. Purchases/Sales percentage for the hospo industry and wages/sales % - these should be at 30% or lower so it would be great to add these into the executive summary report
14 votes -
Contact | Note that Purchase Order Required
The ability to flag a customer as "purchase order required". We have a growing number of customers who won't pay us unless we put a purchase order reference on the invoice. It would be good if we can have a flag in the customer that says they require a PO and therefore when we raise an invoice to them it pops up a reminder message.
13 votesAppreciate the feedback here, everyone. As noted in my last update - we released a notes feature in the contact record that enables you to add editable notes (up to 4000 characters) that are visible when viewing the contacts record.
At this stage, we don't have any plans around pop up notes similar to what's being asked on this idea, however understand this is really what's needed to help solve for your idea here.
For now, we'll shift the idea back to submitted and continue to track the interest. If there are any other developments that could help achieve what you're asking we'll share this with you all, here.
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AU Payroll - Assign hours worked from a timesheet to projects
At the moment I am adding employee costs (wages) into xero projects.
We have an option with bills to assign a project to that bill be awesome to be able to assign hours worked (with cost) to each of our projects in the timesheet section, and to set per line be good.
eg;
Monday project 1 - $250
Tuesday project 2 - $300
wednesday project 3 - $25022 votes -
NZ Payroll - Show Leave type reset date on payslips
Show the next Annual Leave and Sick Leave anniversary dates on payslips so employees know when their next entitlements are due.
3 votes -
Add employees to tasks in bulk
Ability to add staff members to tasks in bulk rather than having to do them individually to each client.
2 votes
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