4692 results found
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Go Cardless | Notification of Direct Debit failure
If the company uses the Go Cardless payment feature, it would be good to have the fuctionality to know if a direct debit has failed
7 votes -
UK Payroll - Breakdown of NIC on P32
I have been in dispute with HMRC over an amended FPS submission. Having the employee and employer NI contributions broken down would have been a great help to me.
6 votes -
Invoice Payment: Bpay integration - Using BPay reference number for invoice reference number
Ability to use BPay reference number for invoice reference number.
Purpose: Users can easily have an option to utilise BPay reference number as their invoice number.
19 votes -
Quotes - Make the Title Field searchable
Why can't we search quotes by title? It would be so useful and its so overlooked by the design team. I have loads of jobs for one client and I have to sift until I find it rather than search my the job name. Please Zero!
8 votes -
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 vote -
Reporting: New P&L Report - Include archived Tracking Category used in date range
"Compare Tracking Category" in the Old Format P&L Report includes columns for all Tracking Category Values USED in the date range; irrespective of whether the value is ACTIVE or ARCHIVED.
"Compare Tracking Category" in the New Format P&L Report is different: it includes columns for ACTIVE Tracking Category Values. This represents an incomplete view because ARCHIVED Tracking Category Values USED in the date range are not included.
Please can you enable reporting of USED Tracking Category Values in the New Format P&L Report before you remove Old Format Reports in July 2023.
Custom reports don't provide a viable solution due…
7 votes -
AU Payroll - Prompt to save on Employee Details tabs
Bring back 'Save' prompts when changes are made but not saved before you navigate away from the tab.
This was previously existing functionality and has now been removed.
5 votes -
Quote - Add a tick box when converting from quote to invoice to keep quote date
To add a tick box when converting from quote to invoice to keep quote date and not for it to default to today's date. Similar to the option to mark as invoiced or not. It would be great if the date does not default today's date if it is revised but stay on the original quote date. Once the quote is accepted and it is converted to an invoice, we please need the ability for the quote to stay on the original quote date and not to default to today's date.
14 votes -
Custom Reports - Add cashflow chart to custom report
I have successfully managed to create a custom report.
I now want to add on rows which give me the opening and closing balance each month to get a 12 month cashflow. Is there a way I can do this from the statement of cash flows (using the cash and cash equivalents at beginning and end of period)
When I try to add rows to my custom report it doesn't seem to offer to add, but only to group item is this something that could be considered.
I work for several charities and this report showing money in bank at…
1 vote -
TPAR report for Subcontractors
Produce a Tpar printable Tpar report per subcontractor so we have something to give them when they request details of the amount reported to the ATO
11 votes -
Invoices/Bills - Ability to enter total amount first before entering the item lines
When entering a bill or invoice, you enter the total at the top then add statement lines, would be great if it showed remaining amount to be charged/ reconciled to reach the desired total. This would cut down admin time when reconciling bills after entering gst amount could show the total remaining as the non gst amount so you do not need to calculate the remaining amount.
9 votes -
Invoices - Allow 'Positive discounts' for commission
Allow discounts to be +, so we can add £% to an item where we are adding commission for example. Currently I have to manual amend each line. Unless I am missing a trick and there is another way?
1 vote -
Bills - Auto populate Description from Reference field
When you create a new transaction you have 2 fields which identify the nature of the transaction - "Description" and "Details".
I find myself constantly copying one to the other. It would be really useful if Xero could auto-copy description across to details, and if you don't want it the same you can overtype the details.
Having content in both fields helps identify the item, and usually the same content will do.
2 votesAaah I see, thanks for the extra detail, Rick. Have slightly updated the title of your idea and we'll start to get a sense of the interest from your idea here.
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Quotes - Update default exchange rates in footer, when using custom exchange rates
I would like to suggest creating quotes in multiple currencies should be the same as setting the exchange rate. As currently when we choose another currency when creating a quote, while the exchange rate still appears as the custom rate, the exchange rate that appears on the PDF is the default rate. We should all be on the same page.
2 votes -
UK Payroll - Disable leave accruals for employees on leave
UK. We employ temporary staff who do not accrue leave while taking paid leave they have previously accrued. The only way to reflect this in Xero is to manually adjust the leave balance. I would like to be able to add a pay item of paid leave that does not accrue further leave.
3 votes -
Customise debit note template
Ability to add a company logo to the debit notes and customise fields.
3 votes -
NZ Payroll: Include TOIL leave in Leave Liability report
Payroll - Leave Liability Report to include Time in Lieu or Time Banked. For Companies that choose to offer Time in Lieu to their employees, this will be extremely helpful for reporting purposes. Also if it was available in Excel would be great. Thanks.
4 votes -
GoCardless in Xero: Expand direct debit auto-match
I have used both the old & new GoCardless/Xero integrations. I thought the old one was great from an automation perspective if you were able to automate contact creation and this would automatically match the direct debit with the contact.
Unfortunately, the new integration is quite restricted and an auto-match will only be done if the DD mandate is created directly from an invoice in Xero. This makes things very difficult from a scalability perspective and makes the new GoCardless/Xero integration unworkable. I've worked some businesses who have 30+ new customers a week and, once the migration from the old…
6 votes -
VAT - Ability to sort, filter and search from within tax rate or tax box
VAT - Ability to sort, filter and search what is in each tax box or tax rate when reviewing a tax return. This will help when reviewing a return before submitting.
15 votesHey community, thanks for your interest and feedback on this idea 💡
Did you know that the transaction reports on the VAT return can be exported to Excel format where these can then be sorted/searched and filtered to help review the transactions?
We don’t have any near term plans to expand functionality to develop the ability to sort, filter and search within the tax rate box of the VAT return. If anything changes in the future, we’ll update you on this idea! 📢
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Invoice - Show and calculate margins on sales quotes and invoices
Calculating both quotes & invoices, and showing a margin based on unit cost and price, and also setting a price based on a required margin.
Purpose: save time when checking and calculate the costs.
56 votes
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