4583 results found
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Repeating invoice for a customer group
The ability to create a repeating invoice to a customer group
15 votes -
NZ Payroll - Add a Payday filling notification when contractors IRD numbers are not included
Client has just realised that they hadn't entered an IRD number into Xero Payroll details for one of their contractors on withholding tax. Xero Payroll allowed the submission of payday filing to go through without error or notifying the client of the missing information.
6 months later, client is contacted by contractor to say IRD don't have any record of withholding income or tax withheld on behalf even though the details were submitted and tax paid on to IRD. Without the IRD number, IRD was unable to allocate it to the contractor's income records.
I don't think this should be…
1 vote -
Bank Reconciliation - Bulk deleting statement lines from bank feeds.
Sometimes small businesses use personal bank accounts or credit cards for business expenses. In order to ensure quick book keeping and reconciliation of business expenses, it is necessary to remove items of personal expenses from these bank feeds. By doing this only those transactions from personal bank feed that are relevant to the business are imported. Personal expenses have to be manually deleted.
Can the system not allow us to select a bunch of personal transactions and remove them instead of having to manually remove each line item. This will dramatically reduce the time spent by Accountants in reconciling Personal…1 vote -
Bank reconciliation - Increase area for description when reconciling
It would be useful if the cell size was bigger when entering a Spend Money or Receive Money transaction. The area to type in is only two thirds the size of the cell in the Description box which restricts the amount of information visible. Only two lines of text are visible at a time.
1 vote -
Invoice Templates - Drag and drop invoice designer
How come the process of designing invoices is so painful? It would be great to have a built-in drag and drop invoice designer. I realise it won't be easy but it's mad that our only option is to design them in Word. There are so many sites that allow similar functionality, albeit for non-finance related areas like marketing.
27 votes -
AU Payroll - Support for international SMS in Automatic Superannuation
Until this month, this was not an issue. However this month Xero has taken away the ability to send the superannuation SMS authorisation code to international numbers. What happens when you change a number or move overseas but still work for the company. Why take this away? Without discussion with your customers. If it's not broken, why is Xero trying to fix it?
9 votes -
Credit Note - 'Accept and Next' Button for credit note entries
Bills has an 'Accept & Next' Button. It would be great to have the same feature for Credit Notes.
1 vote -
Reporting - Run Income and Expenses by Customer report by Due Date
I need to be able to run the "Income and Expenses by Contact" by Due Date rather than by Invoice Date, i.e. I would like to be able to select a date range and then there could be a drop down selection indicating whether these dates are Invoice Dates or Due Dates.
We are a SaaS company with monthly subscription invoices, and what I am trying to achieve by running the report by Due Date is to report by the usage month which the invoice relates to.
E.g. an invoice for August's usage would be auto generated on 25 July,…
1 vote -
Invoicing - Allow users to edit the same invoice at the same time without duplication
We have problem with Xero, For one user Xero approving and then editing same invoice on same time, When it is editing on same time it is adding same line items twice on the invoices resulting invoice amount is double. Any one having same issue ? How to solve this issue ?
1 vote -
Products and services - View 4 decimal places
The old Xero version of Products and Services was really useful, as would show individual pieces costs to 4 decimal places.
The new version only shows 2 decimal places - we would really like to be able to see the 4 decimal places again!The old version was also more user friendly, as you could 'tab' shortcut from one section to another when making adjustments. The new version you need to use your mouse and select everything which takes much longer.
Would you be able to update this?
8 votes -
Pricing Plans - Add Xero Expenses to the Basic/Starter plan
to be able to add expenses app without having to upgrade the subscription to standard- most traders dont use Xero and we keep as managed client- but they just want the expenses app to keep receipts out their vans - ability to have expenses without the rest of the cost of upgrading to standard - lets keep costs down for folk.
11 votes -
Projects - Ability to add Project Stages
Ability to add additional stages for projects and also manual start and end dates that can be used in reports.
29 votesHi Kevin, we'll get a sense of your idea for multiple project stages here, welcome to add another for start & end dates that we can track too. 🙂
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Payment services - Square Payment Terminal integration
I would like the Square terminal (The portable device) to link payments to Xero invoices and automatically log them as paid as in the square link that goes out with email invoices
5 votes -
Sales Invoice - View contact vat number
When Posting a customer invoice it would be very useful to be able to see customer address and ROI vat number so I can apply the correct vat code. ATM I have to go to contact details for that information then back into invoice posting
3 votesHi Gillian, understand it doesn't accomplish all of your idea here. However you can view a contacts address from the invoice. If you click on the 'To' field once you've added the contact you'll be able to view their email, postal and delivery addresses and telephone.
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Contacts - Sync Xero contacts with phone device
Customers are constantly baffled why my phone doesn't recognise their number. It's quite a drag to explain that although their number is in my phone (xero contacts), caller id is not able to access the information. I understand there's some way to sync google contacts with a premium subscription, but surely in 2022 this should be a basic feature.
6 votes -
Customer Statements - Filters by 'Has email address' and 'account balance'
When sending customer statements, we have a mix of clients who have email, and some who still get sent statements in the post.
It would be amazing if we could apply filters, like in excel, to the send statement screen, so i could say filter out all clients who have a balance greater than $0, but also who has an email address, so we can process statements, then reapply the filter to give all those without an email so we can then print all the statements needing printing.
At present we can sort by email or account balance but not…
1 vote -
Checks - Scanned signatures on paper checks
We write paper checks for some of our clients using a blank check style format. It would be nice to be able to insert a scanned signature on the signature line on the check style. This would enable the authorized signature to print on all checks printed.
18 votes -
UK Payroll - Template timesheet to upload into Xero
We must be give an option or some kind of template to upload hours in Xero if there are hourly employees and number is huge. Doing manually is quite a challenge and time wastage.
So this option must be available even if not using time sheet.16 votes -
Chart of Accounts - Profit & Loss Appropriation Account
the Profit & Loss Appropriation Account should be mandatory for all companies
2 votes -
Chart of Accounts - Ability to add custom fields
Provide the ability to add Custom Fileds to Chart of Accounts entries. Perhaps 3 each of the following field types... Date, Text, Number (to 2 decimal places), Logical Fields (Tick Boxes).
3 votesHi John, to better understand how these custom fields would help - could you explain where you'd expect them to appear or how you might use them?
For example, would you expect to be able to report on these? It sounds like you'd like them to be visible when entering an item such as posting a journal, or adding a line to an invoice however it'd be good to know how you expect these to differ to the fields that are available in those as well.
For example when adding an invoice you can enter an issue and due date, writes a text description and enter a price with 2d.p.
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