4692 results found
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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 -
Contacts - Record invoice payments from the contact screen
have a button that allows you to be able to create a payment/receipt from the contact page - so you don't have to go out of the contact to process
5 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 -
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 -
Reporting - Show one line per invoice on the Aged Receivables Detail
desarrollar el informe de Aged Receivables Detail para que por linea por factura.
adjunto encabezado deseado.
1 vote -
Account Transactions report - Ability to see uploaded document in for bills assigned to a Tracking Category
We regularly use Tracking Categories to allocate bills to Projects. The Account Transactions report is great for showing bills and payments by Project. However, each line has to be individually accessed to see the underlying uploaded document.
Accountants regularly ask for these receipts which need to be individually downloaded and we have to manually create a spreadsheet linking each receipt.
This would be hugely easier if the Excel export of the report allowed a field for a URL linking to the uploaded document, like all good receipt tracking apps allow.
1 vote -
Sales Invoice - View tracking as a column
Our company recently combined all departments onto one Xero account. It would be great to be able to see a 'Department' column on the Business - Quotes / Business - Invoices / Business - Purchase Orders pages so that we can see which departments have raised which quotes etc.
In general, it would be great to be able to customize the overview/summary views to tailor it to which columns are relevant to our business.1 voteHi Janice, appreciate the suggestion in community here. Although each of these areas have a similar page, being open they would each be developed by separate teams and it'd be good to understand the interest in being able to see tracking for each separately to be considered by product.
I've slightly changed the title of your idea here for Sales invoices. We have one for Bills across here you may like to support, and you're welcome to create others for each area of Xero you'd like to see this in.
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Xero to Xero - Share item codes
We operate two Companies on Xero - the manufacturing company sells to the retail company - so we use the Xero to Xero function for this.
I understand from the support articles that item codes are not transferred from Xero to Xero transactions. Is there any way to enable this, if we were to use the same item codes in each company? When the sales invoices are shared and received as draft purchase invoices the Item codes and COGS/expenses codes have to be re-entered - we would process about 500 per annum with up to 50 lines per invoice -…1 vote -
Remittance - Remove option to Send after creating batch
Remove option to send remittance advice when posting batch payments
1 voteIs there a specific reason you'd like to remove this option from your organisation, Ben. For example would this be for certain user roles, or based on your business processes would you want to remove this for everyone?
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Fixed Asset Module - Automate Asset Type
When items get posted into fixed asset module from bills, why isn't the asset type automatically fed from the account it was posted to? This just creates unnecessary work having to assign them manually!
3 votes -
Bills and Invoices: Shortcuts to scroll up or down page
The only way of moving (using the keyboard) within an invoice or a bill table at the current moment is by using the enter or tab key. These two keys allow you to move horizontally.
Many times I found myself wanting to move vertically instead! Could we have one key that will do just that?
A similar feature is already present in 'cash coding' and makes the experience of reconciling way smoother. What about invoicing and bills?
5 votes -
Reports: Edit header of reports
Editing the header of generated reports
5 votes -
Invoice: Add 'Select Branding Theme' to print PDF button
Invoice - Add ability to "Print PDF" button to select which Invoice Branding Theme to print regardless of the Branding Theme assigned to the Invoice.
Use Case: Business has products which are legally required to be sent to a third party. White the invoice being sent to the customer is a full invoice, a reduced version is included for this third party. With current functionality, we have to Edit the Invoice, Change the Branding Theme, Print the PDF and then edit the Invoice and revert the Branding Theme back to our standard.
Unlike the "Invoice Options" dropdown button, I'm suggesting…
6 votes -
Payroll: Accruable earnings pay item
Accrued Earnings Payroll item in Payroll
We need to record a Project Incentive Payment as an accrual on payslips. These accruals vary per project with some accrued hourly, daily or weekly and are paid at the end of the project.
The Accrued Earnings payment would be setup in Payroll Settings, with a running total displayed on payslips.
6 votes -
Sales overview - Ability to view % increase overtime
Sales Overview screen needs improving to show percentage increase in invoices sent, month on month. Attached is an example to show how it needs to be drastically improved to be like. Companies basically could raise capital off this screen - come on Xero! Please improve the screen to be like this example.
1 vote -
Branding - Support Page Numbers on all DOCX templates
At the moment the Page number function and number of Pages function kill the statement and Quote Templates.
1 vote -
NZ Payroll: Include field for employee number
Include a new filed in payroll employee data with employee number. Employees will have a unique indentifier in xero. When running a pay history report the customer number to appear on this report as well as any other payroll roll reports. Businesses are using automated payslip and messaging services for payroll and this info is required for these software's.
5 votes -
Projects - Multiple Timers
Projects - It would be helpful to be able to open multiple timers at once. Sometimes I work on one project and then get interrupted to work on another. I would like to be able to open a new timer without having to save and close the time on my original timer. I could then come back to the original timer and resume time recording after closing and saving the new timer.
4 votes -
Quote - Ability to create template in Quote section
Please consider adding templates in your quoting section , this is a simple but extremely helpful and time saving tool to have when quoting , saves huge time and at the end time is money.
The inventory items in the templates need to automatically update with latest prices when utilized.
Really hope you consider this …
9 votes -
Sales Invoice | Advanced Template - Option to add 'QuantityTotal' field to invoice template
Would love there to be a total qty function at the bottom of invoices
2 votes
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