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363 results found
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VAT - Reference if transactions has been included in a return
It would also be helpful if there was something that would show whether an individual transaction has already been included in a VAT return submitted and show which VAT return it was included in. For example in the account transaction report there could be a column that shows which VAT return the transaction was included in. In the individual transaction there could be a note below showing which VAT return it was included in.
2 votes -
Bills - Option to add credit card surcharge
Nowadays everyone include a credit card surcharge when paying a bill. However when the bill is recorded originally, it is without the surcharge. When applying payment to the bill, if we are in the bill screen and we apply an amount higher than the original invoice it records as an overpayment and creates a credit note. There should be an option like in the bank rec screen where it allows us to type in the surcharge so that the surcharge takes the same character as the original invoice. Currently, I have to manually adjust the original invoice to include the…
2 votesThanks for raising your idea here, Carine. Can understand wanting a simpler option to add a credit card surcharge when adding a payment directly from the Bill.
Understand it's not the flow you're looking for here, but one option would be once the payment comes into your bank account you could use Find & Match to select the bill and in the second section you could use the Bank fee option for the surcharge like you mentioned.
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Bank Feed - Support First Citizens Bank(FCB) Commercial Advantage feeds
Xero has some feeds for First Citizens but apparently not for FCB Commercial Advantage customers. It's worth noting that Commercial Advantage is for FCB's bigger customers albeit We're a $5MM revenue entity so we're not really that big. And Commercial Advantage is accessible nationwide (USA). Furthermore, FCB is not a regional bank anymore. I mean, they bought Silicon Valley Bank after the collapse so I think it's safe to say they've got some size to them. And the real kicker is that I currently download our statements in a Quicken format from FCB so they obviously could set up a…
2 votes -
Ability to mark multiple invoices as paid at the same time. Bulk Payments on invoices.
We often get cheques or direct deposits from companies that are covering 5-10 different invoices. CSV functionality would be overkill for what I need.
Right now I have to go into each invoice and mark them all separately as paid, and put a note that cites the total deposit amount so that we can keep track of the bank transactions.
On the customer's invoice page, I would like to be able to click a checkbox button for the invoices that are included on the cheque, and mark them as paid under one transaction.
With this check box functionality, you could…
2 votesHi team, it sounds like batch deposits would meet your needs here. From the Awaiting payments list view you could select up to 50 invoices to batch together as one payment. When the cheque or deposit appears in your account you could then just select the one transaction to reconcile.
While you can only batch 50 invoices at a time, you may like to add your vote and support on this idea, Peter. It's not something we have in planned development atm but if there's any change we'll update you all there.
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UK Payroll - Ability to attach file to leave request
Add an option to upload a copy of the Sick Note / Fit Note to the leave
1 vote -
Invoice-
automatically create a credit note if a customer is paying on multiple invoices and will have an overpayment.
1 voteHi Jodie, while Xero won't automatically create the credit note for you. If you are reconciling a single payment to multiple invoices, you can use Find & Match choose all the invoices, and then in section 2. choose 'New transaction' receive payment. When the screen opens the transaction to enter detail use the drop down next to 'Received as' to select Overpayment.
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Expenses - Option to 'Query' in addition to Approve or Deny
Expenses - Claim query function. Rather than just approve or deny, an option to query with a note to the submitter about the details of the claim or to add a better/proper receipt etc
1 vote -
Customer Transaction Report - including payments or credits against invoice.
A report is needed that shows invoices with the payment or credit against the invoice. zThis is needed so an analysis report of the customer is available. Please note the attached file.
1 vote -
Balance Sheet - Bank Account assignment with tracking categories
When using Tracking Categories on the balance sheet, we should be able to assign specific bank accounts to specific columns (or tracking categories). it would just be a feature where the balance "as of date" just displays in the column, regardless of all the prior transactions.
Additionally, when paying loans, if a tracking category is assigned for balance sheet tracking purposes using columns, the Bank Balance that is transferred to the note becomes a Liability on the balance sheet. This is crazy. You're essentially reducing the Note liability balance & then increasing it by the same amount as a negative…
1 voteIt does sound like you've set up the Balance sheet in a bit of a niche way to track what you're after here, Sal. Appreciate you wanting more flexibility on how you filter tracking and being able to add a secondary filter for bank account.
I want to be open that this isn't something that we have plans for. We'll continue to track interest from your idea here, but would need to see quite a bit of community support to look at making a change for this in the report.
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AU Payroll - Use multiple pay items for employees annual salary
Currently in XERO if you use more than one Ordinary Time Earnings Pay Item per employee the Annual Salary Calculation on the Payslip is incorrect. Using more than one is useful as there are some employees I like to apportion to 2 x areas. Example: It might be 1 day a week on Admin 4 days on Production. Whilst we can do this currently in XERO, as noted above the Annual Salary is incorrect. So - either - separate the Salary field from the Pay Item or change (fix) the way XERO calculates the Annual Salary. Note I am aware…
1 vote -
Balance Sheet Report - Title showing as "CASH BASIS"
Balance Sheet Report Title is always "CASH BASIS"
At the top left of the report it always says "Balance Sheet - Cash Basis" even when you choose Accrual. And when the file is downloaded, it always says Cash even if the report is Accrual. Note that in the actual report, it DOES indicate correctly whether it is accrual or cash.
1 voteGreat to hear, and thanks for returning to confirm resolved for you, Ann 😁
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Invoices/Bills - Additional options/filters when viewing invoices/bills
- There should be an option so that we can arrange bills/invoices according to suppliers /customers when processing bills/invoices just like in dext .And next option should be included in both archive and during processing bills/invoices.
- Split and merge option should be included when processing bills/invoices. 3 There should be a filter for credit note, overpayment and prepayment in archive invoices.
1 voteHi Uzair, a few ideas shared in the one post here. It's really best if we can keep each idea separate so we can gather interest in each and keep you updated of change to the product that might resolve what's being asked.
In relation to your post here we have a couple of existing ideas you may also like to add your vote for and follow for any updates.
- Bills to pay - Filters to apply when editing bills (e.g Approve & view next)
- Bills - Merge multiple bills from one supplier
In relation to invoices, you'll find when approving invoices you can Approve and view next or Approve and add another.
From the draft tab in invoices you can also select multiple invoice and use the Copy to option to create one invoice from a collection of invoices which might help when looking to merge. This way once…
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new invoicing
New invoicing - Not user friendly
I am sure that there are some great features with the new invoicing but I cannot see them!!
On the new invoicing screen, where do you see the exchange rate and the payment status of an invoice or if a credit note was applied to an invoice.
The Classic invoicing working well and if it isn't broken then don't fix it!
1 voteHi Celeste, appreciate your feedback here. Each of the points you've shared should be visible within new invoicing.
If you're entering a multi-currency invoice the exchange rate is shown at the top right of the invoice, and you should see the status of the invoice i the top left beneath the blue banner e.g Awaiting Payment, Paid etc.
I've attached an image of this for your reference.
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Lock dates - Allocate past years overpayments to invoices outstanding after accounts are closed
Hi, Please can we have the ability to allocate past years overpayments to invoices outstanding after the accounts are closed. These accounts do not form part of the main ledgers, being personal accounts, therefore the allocations should be made possible, as they were in Microsoft MOA. This would tidy up much of the personal accounts for customers and suppliers.
I look forward to a favourable response.Supplier Accounts - Also, are you looking at being made available, statement histories for the suppliers as asked for several years ago and Xero said they were working on it? This is very much…
1 voteHi Iris, it sounds like you're using Lock dates here and would like to allocate credit from an overpayment that was created in a locked period to an invoice after the lock date.
Atm, if you'd like to allocate credit you could either remove the lock date to do this, or apply a refund to the original overpayment and recreate and apply the overpayment for a date post the lock date. We'll continue to track the interest of this here, however want to be open that we don't have plans to change the behaviour of lock dates currently.
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Projects - See all unpaid bills linked to a Project invoice
When I assign supplier invoices to a project then charge the client those amounts and get paid, at the moment to then go and pay those supplier invoices after being payed by the client I have to note down all the invoice numbers then go into bills to pay and find all the invoices to create a batch payment. it would be helpful to be able to pay the bills attached to the invoice through the project tab or even be able to select an invoice in the bills tab and have it show all the bills attached to that…
1 vote -
Quote/Invoicing - Job Workflow
BETTER WORKFLOW FOR QUOTES/DELIVERIES/INVOICING:
If we could get the actual flow for how the paperwork per Job can be produced!1.I always start with a QUOTATION: this doesn't always need to be sent to a customer at all as it could be raised by way of a telephone conversation, etc,et. This is logged as a Job manually in a Workbook.
2.If the customer agrees and some do use PO numbers then when we go to accept/confirm, this is when we need the ability to enter Their PO number or some other confirmation that can be proved, this may take the…1 vote -
AU Payroll: Include Working Holiday Maker field on Taxes tab
Under the new STP Phase 2 screens there is no-longer options on the 'Tax' tab to select Working Holiday Maker, rather just 'Australian resident' and 'Foreign resident'.
I understand on the 'Employment' tab you now need to make this selection, however, I've already had many users reach out confused thinking they need to select 'Foreign Resident' now.
My suggestion is to do one of the following:
Add Working Holiday Maker as an option and have it link back to the Employment tab if selected.
Add a text note in the 'Tax' tab section explaining the requirement to return to the…
1 voteHi Kielan, thanks for the idea. While we appreciate your feedback for where to select Working holiday maker, we want to be upfront that we don't have direct plans for making these changes in the foreseeable future.
As you’ve mentioned there is a placement to accomplish what you're asking here by selecting Working holiday maker in the employment tab under Income type.
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Hubdoc - Use consistent naming for transaction types
Just wanted to feedback some issues found during brief testing of Hubdoc (as potential replacement for Dext; we'll not be proceeding at this stage) ... here's what we found:
- different naming conventions - “Credit Note/Refund” equivalent (not sure what it is?) not as intuitive
- for multi-line entries, it doesn’t tell you what the remaining balance on a bill is (it does provide running total of lines entered but requires external 'calc' action)
- clunkier on mobile phone - have to log in each time whereas Dext is just snap and go
- no option to do multiple page…1 voteAppreciate your feedback, Rich. It really helps if each idea you is raised separately. This way others know exactly what they're adding their vote for here in community, our product teams can get a sense of interest in a particular feature and we can keep users updated if there are plans made specifically for that functionality.
In terms of your ideas here I see you've titled your idea to reflect the first point you've raised, it looks like there are a few existing ideas that relates to items you've mentioned, otherwise you're welcome to start a new idea for each other point. Thanks
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NZ Payroll: To be able to backdate a change in employees pay
I would like to have the ability to reflect a new increase from the agreed-upon date. Often, salary reviews occur after the financial year-end and need to be backdated. However, Xero does not allow for backdating when other payroll systems do. You have to make a note of the actual start date, which isn't reflected in any reporting, making it not very useful.
Additionally, there should be the ability for an advanced support person to modify information, enabling them to roll back a change. I recently encountered an issue where third-party software changed the review date of a salary to…
1 vote -
Inventory - Report for item rentals
We are a meadery that often sells mead in kegs. This idea would also apply to breweries.
I use a "Keg" inventory item to track the physical keg shells. I use a separate item for the product inside the keg. So an invoice for one keg will show two items: the mead itself and the keg. This helps me keep track of our physical kegs on hand, weather they are full or empty.
When a client returns a keg, they receive a credit note for returning the keg. In addition to getting their deposit back, this keeps my inventory correct.
…
1 voteHi Kent, I know it's sometime since you started your idea here. However, coming back across it now it sounds like you could use customer Smart Lists or the Inventory Item Details report to view customers that you have sold specific items too within a period.
- Don't see your idea?