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Xero Accounting app - Create delivery/service docket
We need to be able to create a service docket via the Mobile app so that service crew can create and issue a service/delivery docket to customers when they are out doing the service. The packing slip option is not available apparently and, besides, its not the right name for what we do.
2 votes -
Chart of Accounts - Export Chart of Accounts with current & last financial year balances including zero balances
It could be useful to export the chart of accounts with current and last financial year balances including zero balances to see which account codes are not in use. Helping to simplify chart of accounts.
3 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.
32 votes -
AU Payroll - Link deduction pay item to bank account
Please create a deduction for payroll that can be linked to a bank account. Currently deductions can only be managed via balance sheet and/or by adding reimbursement to enable it to be transferred via EFT. Quickbooks and some other payroll software have this ability and it makes life so much easier and clearer for the emlployee too.
5 votes -
Branding - MergeField for name of the branding theme
Make available to the DocX template a field containing the Template Name, so that its easier to identify which DocX template is being used.
1 voteThanks for your feedback, Andrew and apologies it's taken a little to round back to you here. I see what you're saying and how a merge field would enable an optional for those that do v's don't want this shown 🙂
Being open we don't have any plans atm, so perhaps static text could help with things for now, however we'll get a feel of the interest here and let you know if there's any change planned.
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Xero Accounting app - Order outstanding bills by due date
Please enable ordering of Outstanding bills by due date, not alphabetically.
Currently, if one wants to see bills ordered by due date one has to access the "Purchases" tab at the bottom of the screen, then hit "Bills" at the top of the screen. The "Outstanding bills" screen — accessed from the (default) Dashboard screen — displays bills ordered alphabetically and it should order them by due date, or at least make it user-selectable
2 votes -
Sales Invoices - Reference field for each line item
It would be great if the Reference field was moved to the body of the sales invoice so that you could add item line referencing with the option to enable the referencing to print on the sales invoice.
For example, a plumbing business completes work for a customer that has multiple rental properties. If the reference field was in the body of the sales invoice, they could add the applicable property address here so that they and the customer could differentiate what work was completed at each property for the invoiced period.
Currently, you would have to invoice separately for each property or add a line item with only the description field completed for the property name.
A reference column would be much cleaner - with the option not to print (as with the current invoicing options).
It would be great if the Reference field was moved to the body of the sales invoice so that you could add item line referencing with the option to enable the referencing to print on the sales invoice.
For example, a plumbing business completes work for a customer that has multiple rental properties. If the reference field was in the body of the sales invoice, they could add the applicable property address here so that they and the customer could differentiate what work was completed at each property for the invoiced period.
Currently, you would have to invoice separately for…
21 votes -
Pricing Plan - UK Payroll only subscriptions
Xero Payroll only subscriptions!
It would be great to be able to open a payroll only Xero subscription for clients who currently don't need/use Xero for bookkeeping. For example, I have a small client who employees a few people but I only provide year end accounting services to which I use the Ledger subscription to complete the year end accounts. I currently utilise Sage payroll online for the monthly payroll reporting but if I could integrate this into Xero without the need for a main subscription, this would help me keep everything in one place. Even if Payroll could be added to partner only plans, that in itself would be ideal.
Xero Payroll only subscriptions!
It would be great to be able to open a payroll only Xero subscription for clients who currently don't need/use Xero for bookkeeping. For example, I have a small client who employees a few people but I only provide year end accounting services to which I use the Ledger subscription to complete the year end accounts. I currently utilise Sage payroll online for the monthly payroll reporting but if I could integrate this into Xero without the need for a main subscription, this would help me keep everything in one place. Even if Payroll could be…
12 votes -
Xero Me - Decimal hours for timesheets in Xero Me
Xero Me App
When an employee is trying to enter the hours worked it only provides an option to do hours and minutes for the day worked, yet on the desktop it can be done simply as a decimal. For example we do 7.6 hours normal working hours with 0.4 hours going to an RDO bank for every day (except on an RDO).
It just seems really silly to have to adjust it to an equivalent of minutes instead of the hours total, be it whole or decimal for each and every day. Can this be fixed to work exactly like it is on the desktop?
The other start & finish time option the app has doesn't help much either. it would be so much easier to have the app and the desktop with the same options.
On the desktop it also has the option to create a template for the working week, we have created a "standard week" which autofills the most common weeks work to speed things up. Any additions or adjustments we need to make are easily changed from here.
As it stands with the app, having to scroll up and down for the required minuted to reflect the hours worked each day is not practical and it's the sole reason why we don't use the app at all for our timesheets.
Can this minor adjustment be done to have all platforms for entering timesheets like for like?
Thank you.
Xero Me App
When an employee is trying to enter the hours worked it only provides an option to do hours and minutes for the day worked, yet on the desktop it can be done simply as a decimal. For example we do 7.6 hours normal working hours with 0.4 hours going to an RDO bank for every day (except on an RDO).
It just seems really silly to have to adjust it to an equivalent of minutes instead of the hours total, be it whole or decimal for each and every day. Can this be fixed to work exactly…
16 votes -
AU Payroll - Option to select salary to include/exclude in Super
I work in the payroll team at a business where the majority of our employees are on salaries that include super. This means every July, I have to go into every person's pay template and recalculate what their new salary is (because xero works only on an excluding super basis).
My suggestion: The ability to select whether a salary is including or excluding super per employee. Then every year when the statutory super amount goes up, I won't have to recalculate everyone's new salary for xero. This also means that an employee's payslip has the same salary as what is referenced on their employment contract
I work in the payroll team at a business where the majority of our employees are on salaries that include super. This means every July, I have to go into every person's pay template and recalculate what their new salary is (because xero works only on an excluding super basis).
My suggestion: The ability to select whether a salary is including or excluding super per employee. Then every year when the statutory super amount goes up, I won't have to recalculate everyone's new salary for xero. This also means that an employee's payslip has the same salary as what is…
29 votes -
Profit and Loss - Exported CSV to contain Account Transaction breakdown
Within the old Xero profit and loss report, there used to be a feature where you could add account transactions to a excel export of the profit and loss. The account transactions for a specific account would appear as a separate tab in the excel profit and loss export. Unfortunately, this feature seems to have been removed with in the new profit and loss. It would be great to see this feature reimplemented, as losing functionality of a report due to an upgrade is a shame.
2 votes -
Purchase Order - Make Recurring Purchase Orders
Simply the ability to create Recurring Purchase Orders (similar to the recurring purchase invoice) to select from so that information is prefilled ready to go for suppliers that we regularly purchase the same items from. Or you can use this as a template and add to or from with any other items as required.
47 votes -
UK Payroll - Automatically send payslips when pay run is posted
To save remembering to do manually, Xero could automatically send payslips as soon as the payrun is created/clicked.
3 votes -
Purchase orders - Ability to lock/stop editing once billed
Purchase orders should not be able to be edited after they have been billed (even part billed). It defeats the purpose of a purchase order.
We want staff to be able to issue purchase orders. Invoices are approved on those matching purchase orders. The same staff shouldn't be able to edit the original PO if it has been billed as then it doesn't match the invoice that's been paid/being paid.4 votes -
Projects - Assigning an expense to an estimated expense, and the basis for 'What you'll charge'
When editing an assigned expense in the project module, there are four options for 'What you'll charge': % markup, pass cost on, custom price and non-chargeable.
I think there should be a fifth option.
In the instance where the expense is to be tracked to an estimated expense (ie field 2 is completed), there should be the possibility of linking to the 'What you'll charge' amount that is already prepopulated into the associated estimated expense.
This would save a lot of time repeating steps.
4 votes -
Sales invoice - Export Contact account number
Hi,
I have seen several posts about the Account Number not being searchable/usable within the system or via exports. Contacts' names can vary easily from the different systems used by a company and even between departments: ABCco , ABC Company Ltd, ABC Ltd... - the account number can solve these format issues.
In my case i need to export invoices in csv to be then imported in another system, also the invoice standard template has this field (to be ticked or not) it does not get exported which is rather peculiar; that obliges our finance to maintain a mapping file in excel and run a formula which is far from ideal.
Will this get solved in the near future?Hi,
I have seen several posts about the Account Number not being searchable/usable within the system or via exports. Contacts' names can vary easily from the different systems used by a company and even between departments: ABCco , ABC Company Ltd, ABC Ltd... - the account number can solve these format issues.
In my case i need to export invoices in csv to be then imported in another system, also the invoice standard template has this field (to be ticked or not) it does not get exported which is rather peculiar; that obliges our finance to maintain a mapping file…9 votesIf I understand correctly, you're asking to export the contact account number when exporting invoices from your organisation, Christophe?
If so we don't have any direct plans for developing this at this stage. I'll change the title of your idea here slightly and we can get a sense of the interest from the community of this, here.
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Reporting - Include invoices due today as Current in the Aged Receivables, not Overdue
In the aged receivable reports (summary and detail) Xero currently assigns any invoice that is due today to the "< 1 Month" column. But an invoice that is due today isn't yet overdue, so it should still be in the "Current" column.
1 vote -
Reports - Group account transactions report by bank account
Reports - would love to be able to run an account transactions report that is able to be grouped by bank account as well, so we can see how each bank transaction has been coded, GST status etc from each bank account
4 votes -
Xero Files - Retain transaction attachments when removing files
When delete a file, do not automatically delete it from the linked transaction.
I have had a client delete many of their files from the file library, as she wanted to 'clean it up'. This has in turn deleted them from all the bills/spend money transactions etc and we now have lost access to all the source documents and will need to reenter them.
Even a warning that this would happen, would be better than just wiping everything.
2 votes -
Contacts - Search description across customer activity for products sold
Would it be possible to have the ability to search on a customers account for individual products that have been previously sold to them? We have customers that purchase various products from us and sometimes it will be months between each purchase. I have to open every invoice to see if the item is on there. Even if there was an update on the Products & Services page to list the products sold to each customer, I think it would help.
7 votesCurrently there are a couple of options for some here such as using Smart Lists to run a search to view all customers that have bought a certain item within a period.
Alternatively, you can run Inventory Item Details or Receivable Invoice Details reports could be useful where you can filter by a specific contact, item and/or description to understand what items and quantities of those items that have been bought by a contact with the in the timeframe of the report.
However if you'd like to see this option direct within the contact record, add your support to the idea here and we'll get a better sense of overall interest. 🙂
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