4779 results found
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Invoice - Copy existing invoices with just one click
Dear Sir/ Madam,
Would it be possible to add an icone with user set up action on the top right corner of the invoice page?
I would like to have a one click button to copy existing invoice to the same client.
At the moment I need to click invoice option/ copy to/ and copy to do this.Best regards,
Taisiya1 vote -
Bills - Supplier to send Bills direct to Xero
Ability to send Suppliers a Unique Email that sends invoices directly to Bills to Pay, rather than them send them to our business email address and we forward via Dext Email as we are now, Saving time when multiple Suppliers send Invoices and we then have to forward them on,
1 vote -
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.
1 vote -
Multicurrency - Change behaviour of Unrealised Gains/Losses with Bank Accounts
Xero has a gap in handling Fx gains/losses.
It is great at both Realised and Unrealised on bills and invoices but it drops the ball on Cash at Bank. It treats it all as Unrealised, which is where the flaw is.You can have an empty currency bank account which has a residual functional currency balance and has movements on the TB every month due to revaluation. This is clearly nonsense.
I have also been told to ignore the exposure column on the Fx report as it is meaningless.For Fx gains/losses Cash is a document in exactly the same…
9 votes -
2 votes
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Account transactions - Show full edit history in audit history
When someone edits a transaction, we should be able to see what changes were made in the notes section. It isn't helpful just to know that a transaction has been edited, we need to be able to track what changes have been made for auditing purposes.
2 votes -
Search suggestions - Most recently reconciled transactions
To quickly get to your most recently reconciled transaction/s (to quickly correct errors that you see as you press OK while reconciling), click the search bar and have the most recently reconciled transactions linked there ready to go.
Instead of having to go through the bank statement or account transactions and then locate the transaction that needs updating2 votes -
VAT return - Simplified client view for VAT Return
VAT Return -
a client view would be useful, which would exclude invoices that are reversed out via prepayment / accrual reversals, or invoices that are reclassified. These inputs and reversals confuse the client, and aren't necessary. However, inclusion in the accountants view is obviously useful.2 votes -
Bank Reconciliation: Automatically recognise and remove duplicate statement lines
Imported bank statements - propose for Xero to spot "duplicate" transactions as to remedy this situation I had to process a large number of lines one by one across a number of different accounts
6 votes -
Bills - Copy Repeating Bill
Would love the ability to copy an existing repeating bill instead of having to open another window with all the features that the new repeating bill should have and having to manually add them all.
16 votes -
Sales Invoice - Collate lines of a single invoice when exporting
When exporting invoices if an invoice has multiple lines in Xero it also appears with multiple lines on the exported Excel.
Can we have some way to collate the invoice lines onto one line on the excel?
Currently when exporting a bulk amount of invoices we have to manually combine lines on the spreadsheet for the same invoice. This can take a lot of time and often lead to mistakes as manual calculation is needed to get the correct invoice amount.
2 votesCan you provide more detail of your reason for needing to export invoices from Xero, Balraj?
We don't have any plans for changing the format of the export right now, however it sounds like this is a common action for you, and it'd be good to better understand the use case that we can share with the team.
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AU Payroll - Activity details report on date leave taken (not paid)
Is it possible to change the annual leave or personal leave displayed on the payroll activity details report to be the actually leave dates that the employee has taken. Currently the dates next to the annual leave or personal leave line is the pay date (which for reporting purposes is misleading as the employee didn't have leave on these dates).
3 votes -
Payments - Add support for the US FedNow instant payment system
The new (as of July 2023) FedNow system is going to allow bill/account/request payments at a nominal fee in the United States. Are there any plans by Xero to add native support for this network?
1 vote -
Projects - Ability to see who has closed a project
Projects - Ability to see when and who closed a project
1 vote -
Sales Invoice - Mark as shipped or processed
Ability to mark an invoice as "shipped". I want to use repeating invoices, but it's an administrative nightmare having to use an external method to track which orders have been shipped to the customer. It's not like you can even download just the invoice header information into a spreadsheet and use that. The export option downloads all of the lines, as well.
An invoice could have a field like "physical item to ship" or "requires processing after payment" that could be used to filter for "unprocessed" items.
A tracking number would be useful, too. Setting it to "shipped" would send…
28 votes -
Banking | Manual import - Option to reverse Credits and Debits columns
A common problem importing bank files is the reversal of Debits and Credits. This is especially common with Credit Cards.
The "fix" that Xero recommend is to modify the file with a spreadsheet editor. This is only possible with CSV files and is error prone.
A setting to reverse credits and debits when importing bank files would be immensely useful when your credit card provider statement has it's debits and credits reversed.
Or maybe allow a bank to be treated as a Liability?
4 votes -
Quote - Button to Accept from email received
Create a accept quote button/link within the quote email template so clients can hit the button within their email client to accept quotes instead of having to view it online or missing it within the attached PDF quote.
7 votes -
Loan Interest Calculations
Ability to manage our loans in Xero. We should have the option to enter the interest %, term, opening balance, simple/compound interest and repayment period (monthly, annually, end of term etc.)
24 votesHi Jason, have you read our help on how you can set up and manage a loan on Xero?
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AU Payroll - Automatically accrue RDO hours
Automatically accrue RDO hours after a certain amount of hours logged.
Job management systems push 80 hours over as a timesheet in Xero.
We would like the total combined hours logged (ordinary hours, annual leave, RDOs, personal leave and public holidays) in excess of 76 hours to automatically be converted to RDO hours.
E.g: If I log 80 hours ordinary time, I accrue 4 hours RDO.
E.g: If I log 78 hours ordinary time, I accrue 2 hours RDO.
E.g: If I log 80 hours annual leave, I accrue 4 hours RDO.
E.g: If I log 72 hours ordinary time…23 votes -
NZ Payroll - Add set Tax Rates when creating pay items
Have tax rates added to Pay Items and or a way to add employee tax rate to unscheduled pay runs so you don't have to edit tax rate when processing.
This will ensure correct tax rate is applied to all employees every time a pay is processed, whether is a normal pay run and or unscheduled pay (bonus etc)
1 vote
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