- or
542 results found
-
Email to bill - Enter a bill as already paid
It would be great to have the ability to mark a bill as already paid when being entered.
We use the bills email address for employees with company credit cards to submit receipts/invoices for purchases however, when these go into bills and before they can be reconciled, they get mixed up with bills actually needing to be paid. This is also the case for invoices we receive that are then direct debited, before the amount is deducted from our accounts, it's easy for these to be confused for bills that need to be batched and paid. If multiple people…
21 votes -
AU Payroll - Amend leave requests
Allow employees to edit/cancel approved leave if it's not yet been taken. Any changes should be resubmitted to the approver.
10 votes -
Bank Reconciliation - Show Total of selected transactions
When manually reconciling a bank clearing account, you have to manually add up the credits that you have ticked to make sure that they add up to the debit that you are reconciling to.
It would be great if there was a figure showing the total of all items ticked.
It would work exactly the same as when preparing a batch payment in the Purchases module where the total of all bills ticked is shown at the top.
It would save SO MUCH time if we could have a similar total showing in the bank transactions screen - there…18 votes -
Purchases - Ability to apply a deposit
Deposits on Sales and Purchases - will this ever be possible in Xero? The workarounds are fine if you have a few deposits to keep track of. But what if you have many? Like my Art Gallery client where most art is sold on a 'layby' system. The layby isn't recorded as a sale until it is fully paid. The customer makes multiple payments. There is no way to directly link the payments to a pending sale. They all coded on-mass into a prepayment liability account. The only way to keep track of payments is a spreadsheet which is…
3 votes -
Contact Record - Add Description column to Activity page
Ability to add "description" column on the individual contacts page. We often need to look through a supplier/customer to quickly see what types of purchases/sales we make, so having descriptions on this page is needed. Currently we have to run a report which is an unnecessary long way around.
13 votes -
Expenses Report - Ability to view unapproved expense claims
Xero Expenses - Currently there is no report to get information on expense claims needs approving. (by staff member, period etc) It would be useful to have a report which can be filtered rather then logging in to screen and view all. Thanks!
13 votes -
AU Payroll - Add the name of the leave approver to connected app notification
Please can you send the name of the 'leave approver' to Finlerts LeaveCal integrated app. We get leave approval email notifications via their Xero add on and it would be really helpful to know the name of the person that approved a staff members leave application.
There has been cases of team leaders with leave approval permissions authorising their own leave so this would help us monitor these situations.3 votes -
Contacts - Add the File icon back to the Contacts transactions list
Under the previous Contact view, there was a book icon to show if there was an attachment to a bill. Now there is an icon to allow copy bill to draft bill. I can't imagine any time I would use this, but value being able to see if a bill has an attachment. I have to open the bill now to find if there is an attachment or go back to the Purchases section and create a report there.
15 votes -
Bills - Give approvers access to limited suppliers
Xero access - Limited permissions for approver
In the process of bills approvements we need the approvers to have limited access to suppliers (if they can access xero currently access allows them to see everything on the system). For example:
approver A has limtied access to supplier B
Approver C has limited access to supplier Dapprover A could not see information regarding supplier D and approver C could not see information on supplier B.
This would help us to avoid having an extra software that handles approvals when everything could be done through xero.
2 votes -
Manual journal - Change default tax treatment
Manual Journals - Ability to to set Tax Defaults in Financial Settings like you can for sales and purchases. This will enable the user to set it to Tax inclusive and every time a new journal is created it will be tax inclusive instead of no tax.
12 votes -
Xero mobile app - Take photos of receipts and auto fill data
Allow the Xero app to take photos of receipts at the time of purchase. To reduce the number of steps to get a photo of a receipt attached to a transaction.
Ideally then when reconciling credit card transactions, the receipts will already be in Xero and they would pop up as a suggestion, based on the date of the transaction with the date the photo was taken.
It would also be ideal if you could view the receipt whilst coding, like it does when you are viewing a draft bill to pay.
3 votesHi Lauren, this is possible with the Xero Expenses through the Xero Me app. When you enable receipt analysis, you can take a photo and Xero will pull the detail out of the receipt to enter into the fields of your expense - Find out more on this here.
-
UK Payroll - Be able to download payslips by employee group instead of one big batch of all employees
When you're in the pay run screen, you can only download ALL payslips as one PDF file. We need to be able to download payslips by employee group so they can be sent to the individual managers of the employee groups for review/approval.
17 votes -
Expense claims - Choose which fields are optional
Adding a feature in Xero that allows finance admins to designate specific fields on expense claims as mandatory or optional would ensure consistent data entry, improve financial tracking, and streamline the approval process.
Key Benefits:
Enhanced Compliance: By making certain fields mandatory, such as business function or event tracking, admins can ensure that all necessary information is provided, reducing the risk of incomplete or incorrect submissions.
Improved Data Accuracy: Mandating specific fields ensures that critical data, like cost centers or project codes, are always captured, leading to more precise financial tracking and reporting.
Flexibility: Different organizations or departments may have…
12 votes -
AU Payroll - Disable timesheet and leave request notification emails
As an employee, I receive an email every time a leave request was approved.
My boss receives an email every time a leave request is submitted and every time a timesheet is submitted.
It would be great to disable these email notifications11 votes -
Purchases Overview - ALL Unpaid
Make it easier to just see a list of all unpaid bills by having a selection option rather than having to search All and filter by paid date
3 votes -
Invoice - Ability to transfer name and address directly to Label Printer
Label printing. It would be so much easier if having entered the name and address on an invoice we could then print the name and address directly onto a label writer (something easily done using Sage software). We are a publisher, selling books via a website to people who usually only ever make one purchase, so we don't want to create an unnecessarily massive contact list. At the moment we have to type their name and address onto the invoice, then type it all over again on the label writer software, thus doing the same thing twice with the…
3 votes -
Contact | Activity - view reference of transactions
Implement a feature to make it easier to ensure purchase bills are paid only after the corresponding sales invoice has been settled by the client. Ideally, this could be achieved by adding a visibility feature, such as a dedicated column (along with the already existing Type, Reference, Issue date, Due date, Paid date, Paid, Due, Total, and Status) in the ‘Activity - Bills’ tab of a contact. This would eliminate the need to manually search for each sales invoice or purchase bill reference. This column could be optional, as the others are.
1 voteInteresting idea here, thanks for sharing. Will be good to get a sense of the interest and other businesses that process sales and payments in this manner. Being open it's not something we have plans for atm, but we'll start to track the idea here and let you know if there is any plans made.
-
Expenses Payments - Auto-Populate Approved Amount
Generally working in Xero is very efficient. However, when paying approved expense claims (and recording the payment) I have to constantly switch between keyboard to type in the payment amount (which is displayed in a cell above) and the mouse to select the payment date and payment account. I can't imagine a scenario when the amount paid is not the amount approved. Why is this cell not pre-populated with the approved amount? If it was it would halve the time it would take me to register payments against expense claims.
2 votes -
New Invoicing - Populate Tracking column from settings in contact's Sales Defaults
Hi, the new version of invoicing will increase my work load. at present when you open an invoice to approve it, it is easy to select the tracking categories, as it is linked to the client profile. in the new version it does not and you have to go through the list in a drop down!
Also we have an issue when we change the invoice date. for example and Invoice raised on the 5th Feb should be paid on the 6th March. If we change the invoice date from the 5th to the 4th, it does not change the…
3 votesThanks for your feedback on the idea here, with the way new invoicing works once you add a contact, any sales defaults saved for that contact in their record will be applied.
Adding a Qty or Price for a line will trigger Tracking defaults saved for them to be automatically applied. Similarly this applies to the any default saved for Due Date. If you have saved a due date that is driven by the invoice Issue date you should see this update if you change the Issue date on the invoice.
If this is not behaviour that you're experiencing please do raise a case with our team of specialists so we can take a closer look into this with you.
-
Inventory - Warning of item code duplicate
Item code duplication notification prior to adding all the purchase and sales details or if it is duplicated make it editable while entering invoices without having to go out and into the inventory tab.
1 voteThanks for your feedback, Sue. Not something we have immediate changes for but we'll begin to get a sense of the interest from your idea here.
- Don't see your idea?