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4710 results found
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Files - Allow uploads to client organisations
Changes to Xero that have not improved the program
How do I upload files from Xero Files (documents scanned to Xero etc) to my client it no longer allows this - previously you could access either Xerol Files or your own files from your drive - am I missing something ? Also you can no longer just print invoices you have to download them _ why this is a total pain - the joy of Xero was always click and print or email ??? Please put it back many thanks Kate Milne long time user and Xero fan!!!!
2 votes -
Bank Reconciliation - Bank 'statement details' screen covers invoices
There has been an ongoing BUG in Xero, on the bank reconcile screen, when you select more details about the transaction, it covers the invoices. If you have invoice references in the details, you have to close that then select the invoices in the reference. Xero should not cover the invoices, but display the details along the side, see CASE BUG CX0013467462 for full details and screenshot.
4 votesAppreciate your screenshot and can see what you're meaning here, Craig.
While this is not a bug we appreciate this is not ideal and understand why you'd like to be able to view these to items at once. Currently these are two separate features in the Reconcile screen which is why they work in isolation and the More details view can be open and closed while working with Find & Match.
We don't have immediate plans for changing this behaviour, however I've shared with our team and we will let you know if there's any change planned.
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Timesheets: Allow non-employees to submit timesheets for reimbursement
I think it would be great to have a submit for approval option in timesheets on the web version just like you can with invoices and bills. I am a third party bookkeeper and therefore Xero Me isn't really an option because, I am not an employee so I can't really use Xero me and if a timesheet is submitted by an employee, it has to be sent to me for approval for editing to ensure it comes through to payroll correctly for processing as an approved timesheet cannot be edited in payroll. Not all staff are tech savvy and not all payroll and awards are straightforward so a bookkeeper is involved to ensure payroll is processed correctly. Currently, my client would like to approve the timesheets digitally before I process the payroll as they are on the road most of the day, so them using Xero Me is a great option, but a non-employee, like a bookkeeper can't use it. We are trying to streamline our payroll processes however the current set up isn't working for us and it would be great to have more than one option for submitting timesheets for approval.
I think it would be great to have a submit for approval option in timesheets on the web version just like you can with invoices and bills. I am a third party bookkeeper and therefore Xero Me isn't really an option because, I am not an employee so I can't really use Xero me and if a timesheet is submitted by an employee, it has to be sent to me for approval for editing to ensure it comes through to payroll correctly for processing as an approved timesheet cannot be edited in payroll. Not all staff are tech savvy and…
6 votes -
Quotes - Add CIS
Be able to use CIS nominal codes on quotes so CIS is displayed
41 votesHi community, there was a brief window in which users were able to unintentionally code line items to CIS codes. However, there is more complexity in calculations for CIS and work that's needed to reflect this appropriately.
Thanks for starting an idea in this, we'll begin to track the appetite as a possibility for future work. -
Statements - Auto populate the current date when searching customers statements
Hi it would be really good if when searching for client statements in xero that the date in the 'and' box populates to the current date rather than one month previous, as its quite annoying having to change that to the current date all the time. I would think most people would prefer to be able to see the most up to date figures.
1 vote -
Payment Services - Add Zeller as a payment option
Zeller is a far better payment option to Stripe. It would be great to have this as an integrated 'PAY NOW' option
1 voteHi Terry, we don't have any plans for extending the payment services we offer with Xero in the near term. However if you have a payment service that doesn't currently integrate with Xero you can see if they have a custom URL with placeholders that can be applied to your invoice template in Xero.
We have a bit of information on this here, however you'll also need to touch baser with Zeller to request the custom URL that you can include, from them.
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AU Payroll - Employees - Emergency Contacts and Emergency contact report
Ability to add employee’s emergency contacts and export it.
Purpose: Users can have their employee’s emergency contact in case they need to contact them.
56 votes -
New Journal Report - View file attachments from source transaction
Currently there is no definitive link between posted documents and the Journal Report. Having the Document reference will simplify examination of the audit trail.
6 votes -
UK Payroll - Pay employees directly via Open Banking
With the advent of Open Banking, it would be great if when you submit the payroll, it could also utilise OB to physically make the payment to the employee also. This would help automate the whole payroll process.
12 votes -
AU Payroll - Split out YTD earnings on payslip
Split out the 'other previous earnings' section in the YTD section of an employees payslip between commission, annual leave etc
22 votes -
Sales invoices - View email of a contact that's viewed online invoice
The ability to see which contact has read an invoice when it's sent to multiple people
6 votes -
Reporting - Running scenario analysis with draft transactions
Dave Andrews asked a question.
Edited Tuesday, 15 August 2023 12:36 PMCan one create a report based on DRAFT information eg Draft invoice not approved
Can one create a report based on DRAFT information eg Draft invoice or draft bill (not approved and therefore not posted into the books of account).For example I would like to see what impact certain entries would have on a balance sheet or income statement but dont want to approve them only to see the impact and then subsequently void or reverse them if I am, say unhappy with the outcome ? I see there is a way to "save as a draft or published"report but get the sense it does not contemplate what I describe above. A "what if " type exercise is one way to characterise it. Thank you
Paul Hodges (Xero)
Hey Dave
Although you can include Draft invoices and bills in the Receivable and Payable Invoice Summary reports, you can't currently report on the effect un-approved items would have on your accounts.
You might like to share this idea with other users on our Product ideas site, as this is helps our Product team to consider future changes.
Tuesday, 22 August 2023 9:31 AMDave Andrews asked a question.
Edited Tuesday, 15 August 2023 12:36 PMCan one create a report based on DRAFT information eg Draft invoice not approved
Can one create a report based on DRAFT information eg Draft invoice or draft bill (not approved and therefore not posted into the books of account).For example I would like to see what impact certain entries would have on a balance sheet or income statement but dont want to approve them only to see the impact and then subsequently void or reverse them if I am, say unhappy with the outcome ? I…
2 votes -
UK Payroll: Record send dates of pension eligibility letters
The Pensions Act 2008 requires all employers to enrol their eligible employees into an auto-enrolment compliant qualifying workplace pension scheme, if they are not already in one, and pay specified minimum contributions. At the moment there is no way to check if and when the letter was sent to the employer. As this is a point on our audit checklist for all our clients would it be possible to add a field showing the date when the letter was sent out to an employee or ideally add it to a pension report.
21 votes -
Invoicing - Add a record of the invoice template under invoice History and notes
We should be able to see under each history which invoice template was used to send the invoice. This is a must for audit trail. Thanks Joana
3 votesHi all, appreciate the interest and rationale in wanting to be able to see under each history which invoice template was used to send the invoice.
We are working on improving new invoicing history that'll eventually include when branding of an invoice has changed.
However, we want to be upfront that recording the name of the branding template the invoice has been changed From and To is not something we'll be developing in the near term.
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Quotes - Choice to show VAT information
Quotes need the ability to either show the VAT content or not. Depending on the type of business you are dealing with at the time i.e domestic or Commercial. Generally domestic clients want to know the total cost including tax (VAT) whereas on a Commerical clients are not bothered as it is generally assumed or stated plus VAT.
3 votes -
Contacts - Show transaction history report
To be able to see a proper transaction report of either outstanding or all transactions from the contact screen. All it gives you at the moment is a list of invoices and notes etc with no structure. If you could get a transaction history from that screen and an aged breakdown it would be really helpful, which you could download, without coming out of there and having to go to reports. It's so frustrating.
3 votes -
Reporting - Sort account transactions by Date, not just by Status
Sort account transactions by date not just by status.
I think this is how the old reports were.1 vote -
Xero Accounting app - Link to Google Drive to upload multiple pictures
I’d like to be able to use Google drive on the app and be able to share links to any given file.
For example: Unit (apartment units) turnovers require multiple pictures (before and after).1 vote -
Customer Statement | History & Notes - Include Template Name
We use multiple Statement templates, each of them containing different stages of Credit Control progress. When sending these the Contact Notes are only updated with 'Statement', and not the Statement template name that would give historical context to a Contact on how we have progressed debt.
Can you update the Notes to include the Statement Template name, and include an option to make further notes against that activity?4 votes -
Xero Search | Items - search more fields
Can the magnifying glass search for anything entered so you can see where an item has been entered before, at present it only searches the information in the reference box. Sage & Quickbooks already do this and its very helpful as a book keeper.
4 votesIs there a specific field of an item that you'd generally search for, Janie?
Being open, we don't intend to allow for the ability to search 'any field' that data can be entered in Xero.
However if you can be more detailed in the terms you're searching this maybe something other in community want to see too and we can share with the team who develop Search in Xero.
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