- or
No existing idea results
- ~ No ideas found ~
4829 results found
-
Purchase order - Ability to attach PO to the invoice
Attach the raised purchase order to the invoice rather than creating supplier invoice from it. Upload the created purchase order in Xero - against the supplier invoice uploaded to Xero awaiting authorisation
21 votes -
Invoice Payments - Collect GoCardless "ASAP" instead of on Due Date
It would be really good to have a tick box on the Invoice creation page similar to "GoCardless: Collect ASAP" which would cause the payment to be collected ASAP as opposed to on the Due Date of the invoice.
For customers who already have a mandate set up via GoCardless, using "+0 days" for Repeating Invoices or "Today" for standard invoices as the Due Date resolves the problem in a way - the money is collected ASAP.
But for customers who do not have a mandate set up, things get even more complicated.
We generally set the Due Date of an invoice to +1month to give customers a reasonable time to pay before the invoice is considered overdue, even if in reality we want the payment ASAP. This means that if the customer kindly signs up to pay via GoCardless soon after receiving the invoice, we still have to wait until +1month for the payment to be taken. If they had paid in some other way on the same date, we'd potentially get the payment much faster.As for the situation where a customer signs up for GoCardless after the Due Date of the invoice, GoCardless support told me that although a DD mandate for future bills would be created, no payment would be taken for the original invoice! I find that hard to believe and I really hope they were wrong, but if that's correct then it means that if we were to set the Due Date to say 7 days or 14 days instead of 1 month after the invoice date, to help reduce the length of time we have to wait for a payment to be taken, the chances of the customer setting up the mandate with GoCardless before the Due Date are significantly reduced.
So, although it won't resolve the potential problem of customers signing up for GoCardless after the Due Date, a "Collect ASAP" tick box would at least help get payments sooner rather than later. Essentially, with that box ticked, Xero's systems would see that a GoCardless signup had been completed and then set the collection date via the GoCardless API to +4 (or +5 days to be safe) as opposed to whatever was on the invoice itself.
It would be really good to have a tick box on the Invoice creation page similar to "GoCardless: Collect ASAP" which would cause the payment to be collected ASAP as opposed to on the Due Date of the invoice.
For customers who already have a mandate set up via GoCardless, using "+0 days" for Repeating Invoices or "Today" for standard invoices as the Due Date resolves the problem in a way - the money is collected ASAP.
But for customers who do not have a mandate set up, things get even more complicated.
We generally set the Due Date of…10 votes -
Xero Projects - View transaction contact and date from project tabs
It would be useful to see the Date and Contact Name associated with each invoice and expense that is shown in Projects, rather than clicking to view each one each time.
This is particularly important now that we have realised that those with Projects access but not Standard User access to Xero cannot view the invoices or expenses to see that detail.
2 votes -
Fixed Assets - Change behaviour to recognise new asset when account type updated on existing transaction
An Information message to advise implications of editing the "Account Type" when posting a bill for a Fixed Asset.
"If an approved bill or spend money transaction is edited, and the account code is changed to one with a Fixed Asset account type - a draft asset won't be created". ie- it does not automatically update the transaction to include the item on the fixed asset schedule. Unless the item is manually added to the fixed asset register, it will not be included in subsequent depreciation runs.Ideally the system should be designed to fully complete the edit or should not allow the account codes in question to be edited at all.
An Information message to advise implications of editing the "Account Type" when posting a bill for a Fixed Asset.
"If an approved bill or spend money transaction is edited, and the account code is changed to one with a Fixed Asset account type - a draft asset won't be created". ie- it does not automatically update the transaction to include the item on the fixed asset schedule. Unless the item is manually added to the fixed asset register, it will not be included in subsequent depreciation runs.Ideally the system should be designed to fully complete the edit or should…
13 votes -
Invoices - Option for 'Tax point' field in invoices
The need to have an occassional tax point date that is different from that of the invoice date has arisen, usually found in the retail sector, and there is not currently an ability to add the field to the sales invoice form. Can there be the ability to have this feature added, albeit a hidden one? Currently the work around is to create an invoice outside of Xero and send that version to the client, causing additional workload. We have been seeing this from vendors for years but the workaround there is entering in the tax point as the invoice date. That does not work for sales invoices.
The need to have an occassional tax point date that is different from that of the invoice date has arisen, usually found in the retail sector, and there is not currently an ability to add the field to the sales invoice form. Can there be the ability to have this feature added, albeit a hidden one? Currently the work around is to create an invoice outside of Xero and send that version to the client, causing additional workload. We have been seeing this from vendors for years but the workaround there is entering in the tax point as the invoice…
5 votes -
AU Payroll - Ability to send Leave taken to a balance sheet
As per this post 3 years ago I have the same challenge.
https://central.xero.com/s/question/0D51N00004DBrgFSAT/annual-leave-ledger-code-setup-in-payroll
Can Australia be configured the same as NZ by having ability to send Leave taken to a balance sheet leave liability account?
18 votesHi everyone, thanks for your input and comments on this idea, we can see it's been a while since we've provided you with an update, so just wanted to touch base.
We've reviewed your idea and have moved it to Gaining Support status. Now it's up to the community to get behind and support it.
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
-
Run a report on a monthly basis to pay my employees expenses
If employees are putting their expenses onto Xero Projects then you should be able to pull a report and pay their expenses from it. Otherwise they are going to have to duplicate work by putting it on Projects and then submitting an expense claim.
4 votesMaybe a case of understanding your workflows here a bit better, Rachel. Currently when entering an expense through Xero Expenses you can assign to Projects so these'll attach and show against your Projects in Xero - Would be great to get more details if there's something in here which requires duplication.
-
Bank Rule - Ability to default to 'All conditions match'
Since the change to the updated Bank Rules page, it now defaults to 'Any Conditions Match'.
I have to change this to 'All Conditions Match' literally every. single. time. I create a bank rule, otherwise it defaults to matching almost all transactions.
This is a disaster waiting to happen.
11 votesThanks for sharing back on the change, Alan. It's difficult to make changes to suit everyone's needs, and changing the default from 'All' to 'Any' was carefully considered as part of the recent updates to Bank Rules.
This was something users told us would be helpful as many more users create 'loose' rules to capture more statement lines.
Currently there aren't any plans to change this back. What would be more useful would be the ability to set your own default, but for now we'll begin to track the interest of this here.
-
Inventory - Fully integrate Locate inventory ERP
Inventory - Fully integrate Locate Inventory into the Xero platform so users have a fully functioning ERP and inventory management system.
30 votes -
Fixed Assets - Run depreciation from 6th to 5th of a month
Be able to run depreciation from 6th to 5th of a month for businesses that have a financial year end of 5 April.
Whilst you can do this for a 1st year of trading, we have found that you are unable to run it for any year after and after checking with xero, you are unable to run depreciation if the fixed asset start date is not the 1st of the month.14 votes -
Xero for personal use
My main business uses a Xero subscription moderated by a by a book-keeper.
Is there are means to add personal non-business expense bank feeds into Xero under the same licence so they can be separately and privately monitored?
26 votesHi everyone, we appreciate the feedback we've received from customers that would like to use Xero to manage their own personal finances.
We want to be open that we don't have plans for developing a specific product for personal use - However, if you'd like to use a Xero business organisation for monitoring your personal finances, you could follow this process for getting set up:
- Set up your 'personal finances' organisation.
- Edit the Chart of Accounts, adding accounts that you would like to use (eg Salary & Wages, Groceries, Insurance Expense), and delete any unnecessary accounts.
- Add your personal bank accounts and import your bank transactions.
You could then use Tracking to create Categories like Income & Expenditure Goals and add the items that you'd like to track, as options within the related category.
The Tracking Summary Report will give you an overview of these 'goals'.
For customers in the UK we have recently launched Xero Simple aimed at supporting non-VAT customers prepare for MTD IT. You can check out more about this on our Blog.
Hi everyone, we appreciate the feedback we've received from customers that would like to use Xero to manage their own personal finances.
We want to be open that we don't have plans for developing a specific product for personal use - However, if you'd like to use a Xero business organisation for monitoring your personal finances, you could follow this process for getting set up:
- Set up your 'personal finances' organisation.
- Edit the Chart of Accounts, adding accounts that you would like to use (eg Salary & Wages, Groceries, Insurance Expense), and delete any unnecessary accounts.
- Add your personal bank accounts and import your bank transactions.
You could then use Tracking to create Categories like Income & Expenditure Goals and add the items that you'd like to track, as options within the related category.
The Tracking Summary Report will give you an overview of these 'goals'.
For customers in the…
-
Files - Allow file emails without attachments
Ability to accept emails that have no attachments in Xero Files.
Purpose: Users can upload their email invoices/quotes easily into Xero.
27 votes -
Global Search - Ability to search Projects
Why can't you search for project number using the magnifying option top right main screen?
3 votes -
CIS report - Ability to include tracking
When running the monthly CIS report it would be helpful to include the tracking category, to be able to work out the total liability per department to pay out of each bank account to HMRC
4 votes -
Reports: Include bank accounts in Cash Summary report
Hope the cash summary can select Bank Accounts so that I will know the cash movements within particular bank account.
8 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
20 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 🗞️
-
AU Payroll - Monthly calculation based on hours worked in month
Update the monthly payroll to calculate based on the number of work hours in the month, rather than taking the yearly salary / 12 / number work hours. Given that each month has a different number of work days, the pay rate changes every month and this is a compliance issue.
9 votes -
Expenses Payments - Auto-Populate Approved Amount
Generally working in Xero is very efficient. However, when paying approved expense claims (and recording the payment) I have to constantly switch between keyboard to type in the payment amount (which is displayed in a cell above) and the mouse to select the payment date and payment account. I can't imagine a scenario when the amount paid is not the amount approved. Why is this cell not pre-populated with the approved amount? If it was it would halve the time it would take me to register payments against expense claims.
2 votes -
Income & Expenditure Report - Add funds brought forward & carried forward rows
Adding "Funds Brought Forward" row for "Income & Expenditure Report", and a "Funds Carried Forward" at the bottom.
3 votes -
Projects - Display Project Number manager fields within invoice
Customer purchase order number field.
Why is there no field for customer po number?
8 votes
- Don't see your idea?