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4697 results found

  1. Lock Dates - Multiple Lock Dates.

    Currently there are two options: "Stop all users (except advisers) making changes on and before" and "Stop all users making changes on and before".
    It would be great to have an option where two dates can be entered without one overriding the other.

    Here is my issue:

    I have been trying to put lock dates for different purposes.
    i.e. I want to stop ALL users (including advisors) from making changes on or before 31 March 2022, but I also want all users EXCEPT advisors to not make changes on or before 31 March 2023.…

    3 votes

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  2. Offer First-In-First-Out (FIFO) accounting within Tracked Inventory as an option.

    Purpose: Established US Companies tend to use FIFO for inventory valuation, so Xero would widen its scope of clients by offering the option. Plus, the option adoption would make reporting of its current US clients so much more straightforward.

    21 votes

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  3. I need the option to auto reverse repeating journals to be available. This is neccessary for accruals.
    Auto reverse is available on regular journals but not repeating.

    4 votes

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  4. We need the ability to search by reference within Account Transactions. The new search bar in the top appears to search reference fields, but not the search field under Account Transactions.

    21 votes

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  5. When you look at the PAID invoices it shows years of invoices and would be nice if you could archive previous years. If a person is no longer affiliated with your company and they had previous invoices they cannot be archived but the person can be archived.

    7 votes

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  6. Get payment link for inclusion in external email

    Makes sending invoices easy if able to create a link that can be sent via email.

    2 votes

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  7. Can we get multiple date entries for manual journals?

    2 votes

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  8. There is a weird issue when entering in text in the 'Descripton' box in a Quote.

    Once the text is entered if you then leave the description box and then click back into it, all the text in that field is highlighted.

    This is a little problem when you want to delete one character as it deletes the whole text.

    If you Control V the text back....it hasn't copied the text to put it back in.
    So, you lose all the text entered.

    I understand you can click a few times to stop it highlighting the whole text.

    But, it…

    3 votes

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  9. When reviewing a VAT return documents, the ability to see the invoice without having to go in to bills to pay to find the invoice and review it was great. How about adding a next and previous button to the top of the screen when you left click on an invoice within the VAT return?

    At the moment we have to click the x in the top right corner and then left click on the next invoice to review. when review large VAT return with many transactions you can get lost and end up clicking in to an invoice you…

    2 votes

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  10. My team member complained about the privacy of Xero me Overview page.

    The page lists the payslip information on default. It is considered a risk of privacy exposure when people open Xero Me in the office area.

    Maybe it would be good to add a funtion in Xero Me overview page to Hide the payslip information.

    2 votes

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     ·  1 comment  ·  Payroll  ·  Admin →
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  11. Can we have the option to toggle or remove the contact name from the description column (ie in Account Transactions) so it is not duplicated and the description contains only the description now that we have the option to add Contact as a separate column which is a great new feature?

    19 votes

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  12. To automatically reduce the RDO accrual when an employee has taken paid leave such as annual leave

    7 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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  13. In Projects

    When invoice is created from Projects ( I have Six Staff) It automatically orders this in name order and has mutiple date entries from the Latest date entered.
    I then have to ferry each date up the page to order these chronologically so i have the earliest date and each staff member for this date (before starting to add matarials etc)
    To make it easier for my clients to read what is entailed for each day.
    We need a button to convert invoice to date order as on big jobs this takes me over half an hour ??

    13 votes

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  14. Currently when updating a draft invoice to approved some of the fields self populate (From, date, reference and tax inclusive total).
    Can the description field be done the same way instead of copying and pasting?

    1 vote

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  15. 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!!!

    2 votes

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  16. Is there any way to have an invoice email that is generated automatically based on the 'Item' (business > products and services) record selected from within the Invoice?

    We send invoices specific to individual contractors each month. These contractors ('Item' within invoice) have unique purchase orders and work order numbers that remain constant each month.

    Currently the email generated is a generic email which does not automatically populate the purchase order / work order number.

    Is there any way Xero can create an email template per 'Item' (business > products and services) record to minimise our risk of error and…

    2 votes

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  17. Currently the 'attach files' function in the Products and Services (Inventory) only allows attachment of files outside of Xero. It cannot attach files from Xero inbox.
    Currently, my client will send documents directly into Xero inbox. I have to open the document, download it and save outside of Xero and attach files to Products and Services. Just too many steps. Would appreciate it if your team can look into this.

    3 votes

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  18. It would be great to be able to export a report of all notes on employees contact. We use the notes section to record notes about attendance issues, conversations, warnings given.

    2 votes

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    1 comment  ·  Payroll  ·  Admin →
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    Thanks for your idea, Kylie!

    You might've noticed that we've recently added a new button to the Payroll menu - Payroll History.

    This report keeps track of all the changes recorded in your Payroll History tabs and can be filtered by employee. You can then search 'Notes' to view all of an employee's notes in full on one page.

    Whilst this page can't be exported, you can print the resulting page, or copy the values to a blank excel sheet.

    Let me know if that solves this one for you, and I'll shift it to delivered 😊

  19. Hi, requesting an improved memo setting within payroll. Can we have more setting for memo? for an example a font, format (bold, italic, strike and understrike) and repeating memo.
    Example, a quite unique bonus system for a certain employee and we would like to show her the description for the bonus. we would like to put it on a smaller font size with italic format.

    1 vote

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    0 comments  ·  Payroll  ·  Admin →
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  20. to generate a report that shows the unpaid and paid bills per project , and another report shows the unpaid and paid invoices per project. if there is one report which can show all of these information that will be great

    18 votes

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