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348 results found
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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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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.
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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.
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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 -
Button to tick as "RECONCILED" multi-selected ledger a/c transactions on same a/c and sum to exactly 0.00 in functional currency
Such a "Renconcile" button and also its related "Show unreconciled only" checkbox would then ALSO need to be on: Charts of account enquiry and any report filter that lists ledger account transactions, and similarly any data tables exported (to likes of DataSights etc).
The "show/hide unreconciled" checkbox should also be something that we can choose to default centrally yes or no before we even enter the reports and enquiry screens. And then, we can choose on a specific instance to tick/untick what has then defaulted (this would make it even more efficient).
Envisaged usage: mainly on unlocked B/S a/c's but…
1 voteAppreciate the detail you've shared in your post, Jeremy. Taking a quick peep it doesn't look like you've raised a case with our specialists just yet.
What you're asking appears to be quite a different way of reconciling in Xero to what we offer, I'd recommend getting in touch with Support through Xero Central so we can get more understanding of your business flows 1-1 and see if there are options we can suggest that'd improve things for you here.
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Attach receipts to an invoice within Xero
This is the most tone deaf response I have ever heard to a feature request, ever. The fact that it has responses switched off suggests that it is known just how wrong the answer is.
The request for files (receipts etc) be pulled through to an invoice is nothing like attaching standard terms, as the patronising response suggests.
It's quite the opposite. Yet not such an outrageous request that it should be shot down like this.Sorry I have to cut and paste the topic this way but seems the only way to respond to an issue that has been…
0 votesHi David, I'm sorry to hear your frustration and appreciate my recent update on the original idea you've shared from is not our community were hoping for.
I understand that inserting files within the branding template is not going to be a solution for all situations but with many customers interested we wanted to include this in our update for those that it could possibly help.
As shared on the idea this is not something we have plans for changing, and though it's not possible to comment on an idea that is Not in pipeline other community members will still be able to vote and we can continue to track the trend in this. I can assure you if there is any change that would help everyone there we will make sure to post an update.
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