4776 results found
-
eInvoicing - Ability to create Credit Notes (or negative invoices)
Currently we can send invoices using eInvoicing through the PEPPOL network, however we can't send credit notes for any changes to these invoices. It would be good if credit notes (or at least negative invoices) would be enabled in Xero so any invoice changes could also be sent through the eInvoice system.
2 votes -
Invoice - Include payment dates in Invoices and Bills exports
From "business" then "bills to pay" or "invoices" and click on "export" from a search result, the payment dates are missing in both the Invoices and Bills export files. Only the invoice dates and due dates are exported. Please add payment dates to the reports. Thanks.
13 votes -
NZ Payroll - Ability to export Leave Liability report to excel
That Leave Liability Report is able to be exported to Excel. This would avoid double handling when I am creating graphing for the CE
17 votesHey community, just a quick update to let you know the team are currently working on this! No exact timeframes are available just yet but we'll pop back when we have more news to share 🗞️
-
Bills - Approve when importing bills
While importing bills from QB in bulk, it would be a great time-saver if Xero could automatically Approve the bills while being imported. Currently they go to the Draft folder.
1 voteHi Dan, if you're a Xero Partner you could look into using the Conversion toolbox when setting up a clients org which'll allow you to import invoices and bills as any status.
Otherwise, via a normal import to an organisation bills will always import with as draft. You'll be able to bulk approve imported draft bills from the list view of the Draft tab - select all the bills you'd like and click the Approve option
-
General ledgers - Increase capacity to download
can you please increase the capacity for downloading general ledgers because at the moment it seems very limited. Often we have to send large files and the capacity at the moment is insufficient
1 vote -
Projects Financials | Bills assigned - Include reference column
Reports: Project Financials
Include the ref of bills and invoices as an optional column on this report. At present the only way to include this information is to re type it into the description of each line on a bill or invoice, which is not efficient.3 votes -
Xero Me - Historical leave requests
Managers who have the ability to approve leave in Xero Me should be able to view historical leave requests they've approved so they can anticipate when staff are away. Currently, they cannot do this unless they have Payroll Admin access and a Xero account on a web browser. Not all managers are finance people and need to have this access.
14 votes -
Invoices - Set 'copy to' same as 'reply to' email address
I have multiple clients for whom I perform varying tasks. I log in and work on their accounts with my practice email.
When sending invoices on clients' behalf, or paying bills to clients' suppliers, the copy invoice or remittance advice goes to my practice email as I am the logged in user. The person/company who needs this copy is my client (whose email is the 'reply to').
At present I have to then log into my emails and forward the copies to my clients manually, (as filters get confused) and ensuring it is the correct client if I have been…
5 votes -
Email Templates - Option to select different font for outgoing emails
Ability to have options to select different fonts for outgoing emails.
Purpose: To make users outgoing emails more presentable when they send it to their customers/clients.
21 votesHi everyone, we've released a new send modal for new invoicing in Xero. As part of this update you now have a rich text editor that allows for small formatting changes such as bold, italics, underlining and the ability to insert emojis.
You'll also find other improvements like the ability to cc and bcc emails, and have more visibility of your emails and the PDF of the invoice with a preview on the left of the screen.
While this is limited to new invoicing at present, we will look into surfacing this to other areas of the product over time. We'll let you know of any further change for this, here.
-
Bank Feed | Manual Imports - Support for OFX v2
We have started working with a new bank and they use OFX v2. It seems Xero only supports v1.
Would be great if Xero can support this new version of OFX.4 votesThanks for raising, GD. May I ask which bank you're using that supplies OFX V2? May help when sharing back with our Banking team. 🙂
-
Reports - Chart of Accounts lines that make up the figures in the year-end accounts.
atm if a client asks what is included in a figure in the accounts, I can only manually deduce that, or generate a spreadsheet analysing all the Trial Balance into the headings (the tagging screen is quick reference for generating this) but surely it should be possible to run a report.
1 vote -
Reports - Set a default comparison period on reports
I use the P&L report (a custom one) a lot and regularly compare the current period I'm analysing to the same period the previous year. I have set this as the default in my custom report.
However, it's frustrating that as soon as you change the date you're analysing, Xero changes the comparison period back to the previous month or previous quarter etc. I want it to stick to my default of the equivalent period the previous year but I'm told this is not currently possible by Xero support so here I am!
The only way to resolve this is…
1 vote -
Lock Dates - Allow standard users to set lock dates
I would like clients who prepare their own BAS to be able to lock periods - as this is good practice for obvious reasons. Currently if they are a Standard user they are not able to access this area to lock periods. If I make them an Advisor they have access to unlocking prior years and make changes (been there done that - never again).
Please have the option to give standard users the ability to lock periods (i.e. the first lock period date, but not the second date), or provide a solution to address the above issue.1 vote -
AU Payroll: Add negative reimbustments to pay templates
I want a negative Reimbursement line item in the Employee Template.
This can be done in a Payrun, but cannot be done in the Employee Template screen.
With STP 2 we have some payroll reimbursement entries that need to be processed every pay. They need to be positive and negative entries so that the Wages Payable account does not go out of balance. This can be done in a payrun - why not in the Employee Pay Template. Please see the screenshots.2 votes -
VAT return -Side navigation or contents pages
VAT Return - transactions by VAT Box
Hi our company VAT return is currently over 400 pages long. Reviewing it is not easy when you have the box 1 figure on page one. I then scroll to about page 65 to get to the box 4 numbers after scrolling past it 2 or 3 times.
It would be amazing if there was a navigation panel to one side that I could click and it would take me to the page of the vat return relevant to the box number I want to review.2 votes -
Invoices: Option to only show item code in item column
Invoice setting: There should be the ability to remove the Item Name from the Item column when creating or editing invoices.
Currently it is not possible to show only the items code.5 votes -
AU Payroll: Include date of leave in Leave Transaction report
It would be helpful if the leave transaction report had a date column so that when you download the report to excel you can sort it by date. It is very frustrating that the date is just in the description and cannot be sorted.
2 votes -
Projects - Ability to assign expense to a contact and project
I have clients with multiple projects and multiple contractors billing for each project. If I want to sort the cost of the contractors by contractor, to evaluate the individual profitability of each person working on the project, then I have to create an estimated expense for each contractor. Easy enough - their contracts have the maximum hours they're expected to be billing my client.
But if I forgot to assign each bill to a tracked expense before I on-bill that expense, then once the hours that the contractor has worked have been on-billed, I can't assign them to a tracked…
1 vote -
UK Payroll: Combined report for CIS deducted and suffered
Can we have both CIS deducted by clients and CIS that we deduct from sub-contractors on the P32 report. I use the P32 to tell me what I need to pay across to HMRC but then have to do a separate calculation for CIS that I've deducted from subbies. The way Xero handles CIS deductions from sales invoices is difficult enough already!
8 votes -
User Role | Invoice Only Users: Ability to remove and amend invoice amounts
Hi Xero.
Currently, User's with Invoice Only Access can only approve invoices and bills. However they are unable to remove a payment (or part thereof) from an invoice.
This is a problem if the User accepts a payment, then realises that there is an error on the invoice, as they are then unable to remove the amount and fix the invoice.
It would be great if these User's could have this ability without having access to the business bank accounts5 votes
- Don't see your idea?