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4640 results found
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Projects | Time Entries: Ability to sort by time started
Projects>Time entries
Currently only one view, in order of entry.
We enter start and end times for tasks.
Would prefer to have the ability to sort the time entries page by time started. That way a user can more readily identify parts of their day not yet entered.5 votes -
Reporting - Import report template
The ability to import report templates for financial reports
8 votes -
Cash coding - Ability to add invoices to cash coding
When you are in cash coding it would be useful to be able to add an invoice to the line before it is reconciled.
If clients do not use the bills function then attaching an invoice to a transaction is time consuming and fiddly.15 votesHi Simon, checking in on your idea here. Would this be to be able to view invoices that have been entered (like Find & Match) or to create invoices from cash coding?
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Reconciliation | Ability to add tracking for "minor adjustments"
Tracking codes cannot be defined for "Minor adjustments", normally used when an invoice payment is incorrect by a small amount. These minor adjustments should be recorded against a P&L "rounding" account, but then when running a P&L across different Tracking Codes there are then always "unassigned" entries.
To that end an ability to define a tracking code at point of creating the minor adjustment, or to edit one in from the "rounding" account.4 votes -
Sales Invoices | Imported from WFM - Assign Contact Currency default
WorkflowMax has no understanding of foreign currencies. We now have WFM clients that are being invoiced in either Australian or US dollars as opposed to the standard NZ dollars.
Before sending the invoice from WFM, we set up the contact in Xero to have the following information:
Under Financial Details: Currency = US Dollar
Under Sales Defaults: Sales GST = Zero Rated and Branding Theme - US Invoice
Please see two attachments showing the settings.When we send the invoice (Approved) from WFM to Xero, the GST and Branding Theme are correctly picked up but the Currency setting in Xero is ignored. In Xero, the currency of the invoice must be manually changed from NZ dollars to the foreign currency the customer is using. Xero should also use the Currency setting specified and then the invoice can be sent without doing any further changes.
WorkflowMax has no understanding of foreign currencies. We now have WFM clients that are being invoiced in either Australian or US dollars as opposed to the standard NZ dollars.
Before sending the invoice from WFM, we set up the contact in Xero to have the following information:
Under Financial Details: Currency = US Dollar
Under Sales Defaults: Sales GST = Zero Rated and Branding Theme - US Invoice
Please see two attachments showing the settings.When we send the invoice (Approved) from WFM to Xero, the GST and Branding Theme are correctly picked up but the Currency setting in Xero…
2 votes -
Remittance - Ability to include Check number
Remittance Advice - Show check number for vendors to be able to reference.
2 votes -
Invoice Payment - Automatically asking customer to register Auto pay
I will like an option that will force customer to register to Auto Pay.
All our customers agreed to use Auto Pay and most of them "forgets" or "don't see" the Auto Pay checkbox option. So, what happens, they pay thinking they have subscribed to Auto Pay.
This option will make our billing management so much easier.
A quick fix to that issue could be the following:
When they select the button "Set up auto pay", then the Auto Pay checkbox should at least be already selected.8 votes -
Blank Reports - Apply common date formats
I am having some difficulty with "Blank Reports". I designed a small divisional report which included only a small percentage of my P&L accounts. I tried to select a date range which is offered but doesn't work - the only date range that works is the current financial year. If you want to look at last month, last quarter etc - no luck.
When I brought this to the attention of Xero, their response was that feature isn't available - then why is it a report option. Their suggestion was to modify the P&L format which has date options that work - the problem here is they don't allow you to delete lines.
As Accountants and Business Managers we may want to design specific report for various divisions, projects etc and select only certain lines that are available in either the P&L ( as is my case) or maybe the Balance Sheet which I haven't delved into yet
Thoughts ??
I am having some difficulty with "Blank Reports". I designed a small divisional report which included only a small percentage of my P&L accounts. I tried to select a date range which is offered but doesn't work - the only date range that works is the current financial year. If you want to look at last month, last quarter etc - no luck.
When I brought this to the attention of Xero, their response was that feature isn't available - then why is it a report option. Their suggestion was to modify the P&L format which has date options that…
1 vote -
AU Payroll - Show opening balances for annual leave on payslips
AU pay slips - show opening balance for each leave type on a pay slip i.e.
- Annual Leave
- Personal / Carer's Leave
- Long Service Leave
3 votes -
Financial Statements | Schedule in Notes - Ability to change column headers
I would like to put fixed asset categories (plant and machinery, motor vehicles etc) as the columns, and have Cost, Depreciation, NBV - bfwds and cfwds etc in the rows underneath. See attached.
As far as I was aware it was standard to have the fixed asset note in this format so was surprised this was not already a functionality,
5 votes -
Bills - Allow the ability to enter .01 instead of having to enter 0.01 in Total field
Fix the Bill Total field to allow regular number input ability.
Specifically, allow the ability to enter .01 instead of having to enter 0.01 which is very unnatural. So, disable/remove the logic that requires the Bill Total entered to start with a number.
Use Case
- We get numerous invoices with a $0.01 total where the product may be an allocation or new line incentive. I constantly get a Bill Total mismatch because I enter the Bill Total as .01 which results in $1.00 bill total instead of the expected $0.01 bill total.
Secondary to this primary fix - Allow calculation in the Bill Total field, the same as the line entry does. I will say, I understand the logic for not having this field be able to calculate, but there are circumstances where it would be useful.
EG - A bill is offered with a payment terms discount and you want the invoice total representative of the Bill Total less the discount. CR Notes for Invoices/Bills is another common place where the Total field being able to accept calculations would be useful.
Fix the Bill Total field to allow regular number input ability.
Specifically, allow the ability to enter .01 instead of having to enter 0.01 which is very unnatural. So, disable/remove the logic that requires the Bill Total entered to start with a number.
Use Case
- We get numerous invoices with a $0.01 total where the product may be an allocation or new line incentive. I constantly get a Bill Total mismatch because I enter the Bill Total as .01 which results in $1.00 bill total instead of the expected $0.01 bill total.
Secondary to this primary fix - Allow…
1 vote -
AU Payroll - Duplicate pay items
Function to duplicate a pay rate category.
For example, we have 1st, 2nd and 3yr apprentices, all on different base rates of pay, plus they also have different rates of pay for day shift, night shift, working on site, working in the workshop etc. XERO doesnt allow me to only calculate super on ordinary hours when i have so many different pay categories as it cant determine just 'ordinary hours"... so for each of those rates i need to have sub categories.... Onsite day shift - OTE and Onsite day shift - ADDITIONAL HOURS Onsite night shift - OTE and Onsite night shift - ADDITIONAL HOURS etc etc. it means my pay categories go from 25 to over 50.... Being able to clik on a pay category and duplicate it, add the word "OVERTIME HOURS" or "ADDITIONAL HOURS" to it, and change the super to exempt would be heaps quicker than having to type each pay categoryFunction to duplicate a pay rate category.
For example, we have 1st, 2nd and 3yr apprentices, all on different base rates of pay, plus they also have different rates of pay for day shift, night shift, working on site, working in the workshop etc. XERO doesnt allow me to only calculate super on ordinary hours when i have so many different pay categories as it cant determine just 'ordinary hours"... so for each of those rates i need to have sub categories.... Onsite day shift - OTE and Onsite day shift - ADDITIONAL HOURS Onsite night shift - OTE…1 vote -
Organisation settings - Invite other users to demo company
Being able to invite users to the demo company so that we can see how the system we are setting up works.
10 votes -
Bank Reconciliation | Stripe - Add an option to set 'only match' with the reference
We integrate with Stripe for payments and we reconcile our Stripe payments every day to invoices that we generate automatically via a script. On average, we reconcile 50 to 100 invoices each day to Stripe payments. The issue we have with Xero is that the Xero algorithm looks at the amount, the name (customer), OR reference (invoice, order, etc) to match payments with invoices. Like many businesses, our sales price is the same across many accounts and we sell many of the same products over and over to the same customers so this renders the Xero algorithm useless for an exact match. IOW, when we reconcile payments to invoices, the vast majority of payments will match 2 or more invoices, sometimes as many as 20 or more. It would be WAY better if we could set the match to be more precise so we don't have to search. An option to ONLY MATCH the reference would save me hundreds of clicks each day.
We integrate with Stripe for payments and we reconcile our Stripe payments every day to invoices that we generate automatically via a script. On average, we reconcile 50 to 100 invoices each day to Stripe payments. The issue we have with Xero is that the Xero algorithm looks at the amount, the name (customer), OR reference (invoice, order, etc) to match payments with invoices. Like many businesses, our sales price is the same across many accounts and we sell many of the same products over and over to the same customers so this renders the Xero algorithm useless for an…
5 votes -
Online Invoice | stripe - Allow customer to save their card on file when making payment
I'm invoicing through Xero and I want to allow customers to save their card on file in my stripe account when they pay an invoice.
This way, we can bill them again in the next cycle. We deal with metered pricing, so the value of the invoice is different each month based on usage.
7 votes -
Bank Rules - Mix 'Any' and 'All' rules
When setting up bank rules there are times when the flexibility of a string search is great and ANY should be applied, but some times a amount limit is needed to distinguish different nature of the spend. EG small spend at a service station might be a drawing rather than a fuel item.
1 vote -
Permissions - Control user access to Xero Files
Adding security measures to the file tab - so only certain users can open and access that information
5 votes -
Account transaction report - Add YTD balance column
It would be so helpful to have a YTD column in the account transactions report. I run this report monthly for certain sales accounts to give to our marketing department and need the monthly amount and also the year to date amount however this report only allows me to show the period selected. This means I have to run 2 reports, one showing the monthly account transaction total and then one showing the year to date account transaction totals which I then combine in excel. Would also be good if there was a comparison to budget column.
5 votes -
AU Invoices: Generate invoice from approved timesheet
Hi Team Xero,
Is there any possibility of creating invoices from the timesheets?
3 votes -
Management reports - Ability to include VAT return reports
The new custom report pack looks great but it would be good to be able to export the VAT return within the same pack. Can the VAT reports be added to this functionality? I think it would be helpful for many people.
I regularly look at a profit and loss, balance sheet, aged receivables detail, aged payables detail and the VAT return reports monthly for all clients and it would be great to export these together, and would save a lot of time.
8 votes
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