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4747 results found
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Quotes - Auto update quote number when revised
It would be useful if the Quote number automatically updated when it was revised.
Rev 1, 2 ect.8 votes -
Contact - Save and add another
When entering multiple contacts, it would be good to have the option to "save and create new contact" as well as the "Cancel" and "Save and Close" option after entering the information. Currently you have to press Save and Close, go back to Contacts, then select New Contact.
5 votesDo you often find yourself adding multiple new contacts at a time, Karen? While we don't have plans for a save and add another atm, you could either import contacts, or use the create new icon (+) in the blue navigation menu to streamline this process a little more. 🙂
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Journal Import - Add field for tax basis
Journal Accrual or Cash Basis default setting and journal import column.
Default journal setting in is Xero is to post on a cash basis - apply a settings to select which basis is the default method (Cash or Accrual)
Import journals on accrual basis - add an extra column to the import template to state if the journal is accrual or cash basis or a default setting if blank.
5 votes -
Repeating Invoice - Add dynamic dates to the repeated invoices
As it stands the "template" is largely superficial, whereas a template should be meaningful.
When I think of invoice templates, I think: unit prices, quantities, etc... much like your "repeated invoices" except the repeated invoices don't include dynamic dates. Monthly billing for a team is a nightmare.
So either expand the templates to include meaningful features, or add dynamic dates to the repeated invoices. Preferably the second option so I don't have to constantly rebuild invoices for my team.
31 votes -
Batch Payment | Remittance Advice - Create for batches that include an overpayment hin there
Please allow remittance advices to be sent to clients from a batch payment even if it contains an overpayment. There is something fundamentally wrong for there not to be an option for this. A batch payment of 100 invoices with an overpayment of 1 is not cause for there not being an option to send a remittance advice to my clients. I've had to search the page and manually extract it onto an excel file and then send to suppliers. Very time consuming especially if you make large batch payments for over 50 different suppliers.
56 votes -
Notifications - Ability to view all notifications received (especially tax code change notifications)
Currently you can only see new notifications when they pop up in the menu. As soon as you click x, they disappear and cannot be accessed any more. It is useful to be able to look at old notifications - particularly for tax codes so that changes to tax codes can be double checked
7 votesAppreciate you raising the idea here, Sally.
It'd be great to understand when you say "dismissing" notifications, would this be by clicking the "x" icon in the top right hand corner of the notifications pop-up, or within the notification feed? Thanks
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Invoices | Projects - Include project field on invoice summary screen
Can we include the Project field on the invoice summary screen - to help us manage whether a project has been allocated to an invoice but also manage potential duplicates.
2 votes -
AU Payroll - Prompt Payroll Admin to update leave accruals when changing pay calendars
When a company changes their payroll frequency to a new calendar there is no prompt to adjust the leave accrual.
For instance, I recently changed my client from Fortnightly to Monthly Calendar.
I adjusted each employee to the new calendar.On their Leave tab in the set-up of the leave accrual it asked the question:
Hours a full-time employee works in a Fortnightly pay period
When I changed the calendar to monthly this question changed to:
Hours a full-time employee works in a Monthly pay period
There was however no prompt to adjust the answer, the previous answer just transferred over, resulting in an incorrect accrual, which needed to later to fixed.When a company changes their payroll frequency to a new calendar there is no prompt to adjust the leave accrual.
For instance, I recently changed my client from Fortnightly to Monthly Calendar.
I adjusted each employee to the new calendar.On their Leave tab in the set-up of the leave accrual it asked the question:
Hours a full-time employee works in a Fortnightly pay period
When I changed the calendar to monthly this question changed to:
Hours a full-time employee works in a Monthly pay period
There was however no prompt to adjust the answer, the previous answer just transferred…3 votes -
AU Payroll - Add Parental leave pay item
Have a paid parental leave pay item so that a balance can be input and 'drawn down' on. The employee and the employer have clear visibility on how much time has been taken and how much is left.
Since STP PH2 compliance has come in, paid parental leave has just become an earnings pay item and not a leave pay item.
The workaround of running the Payroll Activity Summary or Transaction Listing Summary report to keep track of the earnings processed for the employee, is onerous and not available to the employee.
5 votes -
Dashboard - Show total of unsent invoices in 'Invoices owed to you' section.
The Dashboard panel "Invoices owed to you" shows the number and total of
* Draft Invoices
* Awaiting Payment
* OverdueHaving a fourth line showing Unsent invoices would quickly notify users of those approved invoices which haven't yet been sent, whether intentionally or in error.
4 votes -
Cash Coding - Ability to attach file
It would be nice to have the option to attach files when using cash coding on the bank. To attach a file, I have to go back to the bank recon tab, find the entry and then attach the file. This wastes a lot of time. A small attach file icon or the option to attach a file on the drop-down will save a lot of time.
13 votes -
Projects - Track labour costs without generating an invoice
I would like to track labour costs in project without invoicing them. The invoicing is done differently. It goes per bag packed, but I would like to know how much on labour it costs to pack the bags. Thank you.
2 votes -
Email to bills - Ability to add note that's included in History & Notes of the bill
We generally forward incoming bills for payment to Xero by emailing the bill to bills.b3xxxxxxxxxxxx@xerofiles.com) resulting in them getting queued in 'Draft' - which of course is a beautiful feature. At that point our finance manager will go through and process them to the point of Awaiting Payment (i.e. check them, allocate as appropriate, etc.).
On occasion there is additional information people in the business may wish to communicate to the finance manager about this (e.g. where it should be allocated to, or other descriptive information/special instructions).
Presently this requires a separate email to be sent to the finance manager, typically containing a copy of the invoice, explaining, etc. Then finance manager must remember this when processing that invoice.It would be nice to have the ability to incorporate free text in the email which would automatically appear in the History & Notes section, so it is attached to the bill all the way through. It could be just free text written in the body of the email with some sort of easy to type, unlikely to be found elsewhere, suffix (eg. '///')
To illustrate with an example:
I send a bill through from new vendor where allocation is ambiguous for anyone but myself, but I know it should be allocated to 'Marketing' .The bill is attached to a clean (no copy in the body) email ready to send to bills.b3xxxxxxxxxxxx@xerofiles.com
I go into the body of the email and type: '/// allocate to marketing please'
In the history and notes section for this bill there appears a time-stamped note showing the source and stating: 'allocate to marketing please'
Finance manager incorporates into her work process to check History & Notes prior to processing bills.
This would be amazing.
We generally forward incoming bills for payment to Xero by emailing the bill to bills.b3xxxxxxxxxxxx@xerofiles.com) resulting in them getting queued in 'Draft' - which of course is a beautiful feature. At that point our finance manager will go through and process them to the point of Awaiting Payment (i.e. check them, allocate as appropriate, etc.).
On occasion there is additional information people in the business may wish to communicate to the finance manager about this (e.g. where it should be allocated to, or other descriptive information/special instructions).
Presently this requires a separate email to be…7 votes -
Sales invoice - Ability to combine or merge multiple invoices to one
Our new system separately invoices every job we complete. This gets loaded into xero invoices, ATM you can copy these individual jobs and they can be put on to one invoice, great.
However Xero wont let you add more jobs to this invoice by the same copy facility.
It only gives you the option of a customer name not an invoice number.
I would like to be able to add jobs daily to this invoice and send my customer one invoice at the end of the week/month.14 votes -
Invoicing - Print voided invoices
I mistakenly issued some invoices and had to void them. That made our invoice number sequence non-consecutive. This is a problem for my accountant here in Romania because we need to file the voided invoices as justification on using non-consecutive invoice numbers.
I want to be able to print them as PDFs and the documents to be marked as voided.9 votes -
Sales invoice - Include inventory item details in billable expense
When creating an invoice for a customer and applying the “items” that were assigned to the customer it would be very helpful for Xero to apply all of the relevant information that was entered for the item to the invoice. Such as sales price, revenue account etc. Currently the billable expense information that is applied is the “cost price” only, which is not relevant on a customer invoice, and you must set the revenue account for each line item. All of the information is already entered in the inventory for the item.
16 votes -
Aged Payable/Receivable Report - Option to include CIS Deduction Value
Add CIS Deduction value to the Aged Receivables and Aged Payables reports. In the same way Outstanding VAT value is an option to include in the reports, also include CIS Deduction.
60 votes -
Hubdoc - Set rules when importing bills
The way that you can preset (and save) coding in spend money bank rules in Xero between "Fixed items" and "remainder items", it would be extremely useful to be able to do this with bills that are uploaded to Hubdoc.
You would then also be able to save the multiline configuration in Hubdoc so that when the bill autosyncs with Xero it has the desired split between fixed and remainder items.
Please see attached PDF. An example of this is where you have phone bill that has fixed business and personal items. The remainder of personal tolls, which differ in value each month can be coded to drawings.
The way that you can preset (and save) coding in spend money bank rules in Xero between "Fixed items" and "remainder items", it would be extremely useful to be able to do this with bills that are uploaded to Hubdoc.
You would then also be able to save the multiline configuration in Hubdoc so that when the bill autosyncs with Xero it has the desired split between fixed and remainder items.
Please see attached PDF. An example of this is where you have phone bill that has fixed business and personal items. The remainder of personal tolls, which differ…
3 votes -
Account Transactions - Tab through fields for data entry
Ease of entering - ability to tab into 'Description' field when in 'Amounts are' field.
Would be great to have the ability to tab to the 'Description' field and not have to double click
2 votes -
Cash Flow Projection - Ability to edit or amend cash flow prediction analytics function
Ability to update and amend or assist as a user the cash flow prediction analytics function. Currently the cashflow analysis prediction function doesn't pick up a number of our regularly occurring expense invoices and sales invoices (also sometimes it has them coded as monthly rather than fortnightly etc). Result is that for us the cashflow analytics is very inaccurate and then not usable and as user we are unable to amend or update. But think it could be a good tool if we could work with it somehow to update the AI and predictions
3 votes
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