4777 results found
-
Invoices List - Show totals of items selected
On an invoice search from 'All' or 'Paid' Invoices - it would be useful to able to select any or all invoices, and see the £ total of the items selected. This function exists in the Invoices 'Awaiting Payments', and 'Drafts'. On the 'Paid' invoice section, you can select the invoices but it does not show you the total £, only number of items selected. From the 'All' section there is no ability to select any invoices. It would be great if in all sections where you wanted to you can select any / all invoices and it calculates the…
11 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.12 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?
-
Bills - Ability to zoom in on a bill that's been uploaded.
There used to be a feature that you could zoom into a bill that had been uploaded when putting the information into Xero ( when the bill shows at the left of the Xero page ) This has gone and now I have to keep popping bills in and out to see details. Please could it be re-instated
1 vote -
UK Payroll - Option to choose a date to send EE payslips
The option to choose a date to send EE payslips would be a huge help , when you are running multiply payrolls this option would be invaluable. I may run a payroll on the 10th of the month yet payday is 30th so need to remember to log in and send payslips on the 29th. Takes a lot of time up.
11 votes -
AU Payroll: Hide zero balance leave types from Leave Balance report
Leave Balance Report - Updates need to be made to this report to make it more user friendly:
- exclude zero balances - there is no filter to exclude zero balances on a per employee or per leave type basis? once a leave type has been used in a payrun once it is forever on this report even if the balance is nil and no one in the organisation has a balance in this leave type?
- Include total in units column as well as amount column when sorted by employee or leave typeAnd while changes are being made....…
1 vote -
Projects | Sales invoice - Option to choose Task Total or Timesheet entry for each task
Choosing bill Task total or Time sheet entries for each task in a project when preparing a customer invoice.
12 votes -
Contacts - SAP field
SAP Field- ability to add a field for SAP# that is searchable and exportable.
2 votesHi Andrea, if you'd like to have a field to enter your SAP # into you could look to save this as the Item Code for inventory you set up in your org. You can search items from products and services in Xero , and export your inventory items so you'd be able to export all item codes if this is where you save your SAP #.
If you're looking for the step further of being able to scan inventory into the system - this isn't something we're looking to develop for and you can see more on this from the idea here
-
NZ Payroll: Automate Sending Payment File to Bank
When payrun is done in Xero, the payroll payment file will be automatically sent to the bank (without authorisation). This could save the time of exporting payment files and import payment files to the bank.
1 vote -
Reconciliation - Add project without adding details
At the moment to enter a project number when reconciling, you have to enter details every time. Can you add the project drop-down box into the bank rec screen for every transaction
12 votes -
AU Payroll - Flag when terminated employees are included in a draft pay run
Could we please have a flag for a terminated employee who has been paid in an unscheduled pay run (but included in the current pay run).
Xero continues to create a standard pay for the terminated employee despite the employee having been terminated.
If the employee was flagged as having been terminated it would prompt the processor to check and potentially eliminate the risk of overpayment.5 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…
2 votes -
Timesheets - Ability to customise their own workplace tasks on the timesheets
Ability for employees to choose tasks carried out via drop down menu.
It would be great if companies had the flexibility to customise their own workplace tasks on the timesheets. This way when employees are filling in their timesheets they can choose the task / tasks they have done for that day and then input the respective hours for each task.
8 votes -
Contract management
Create a full document management suit that links into invoicing including agreed increases reminders and renewals. Look at a integrated solution with online signing ability like Videosign: https://www.videosign.co.uk/
6 votesAppreciate the idea, Stephen. Being quite honest this isn't something we're looking to expand to anytime soon.
That said always good to track the interest and get a sense of this interest in this specifically.
However, in the meantime I'd highly encourage exploring connections through our Xero App store.
-
Bills | Outstanding bills - Link & access for suppliers to view outstanding bills
At present customers can use a link to view invoices on line and to create an account so they can view and pay any other outstanding invoices.
Can the same be provided to suppliers to they can check if their invoices have been processed and show the expected payment date?2 votes -
Bank Reconciliation - Make Files button available without clicking 'Add details'
Show the document button on the reconciliation page without having to click "add details" so documents can be dragged and dropped
14 votes -
Payroll - Recognise and adjust pay rate based on Timesheets
Given that there is already a link between Pay Runs and Timesheets, it would be very helpful if the Pay run could recognise what days have time entered on the timesheet then it would recognise if an employee worked on a Public Holiday and then by default record 1.5 times and add the lieu day to alternative holidays.
This is something that my clients miss regularly as they expect Xero Payroll to do this for them.11 votes -
Projects - bring Expenses through when Duplicated
Projects - when duplicating a project, expenses need to follow through as well.
7 votes -
Xero Expenses - Default to today's date for receipts if date is missing
If Xero Expenses' OCR reader doesn't find a date in a photo/receipt, it sets it as 19 Feb 2022 (from reviewing a number of Expenses in my organisation submitted in December 2022 that don't have visible dates).
It would be more helpful to set the date as the day the Expense was initially created.
The submitter is likely to have incurred the Expense on the day they take a photo of the receipt.As it currently is, if a period isn't locked and the Approver isn't checking dates, they may inadvertently post entries to the wrong period, even a historical/filed…
2 votes -
Sales invoice - Edit tax rates without removing payment
It would be great if we could edit the tax rate without reversing the payment allocation. Sometimes, when completing the VAT reconciliation before sending to HMRC, I spot errors in tax rates and I can't edit it without reversing the payment allocation. You can edit the account it is posted to but not the tax rate.
3 votes -
Xero Accounting app | iOS - Give IO + draft users ability to create purchase orders
Please provide invoice only + draft users with the ability to create purchase orders from the mobile app
4 votesThanks for raising this, Amy.
I've done some testing to check around this and can confirm - While not currently available for iOS devices when using the Xero Accounting app, this is possible on and Android device with the mobile app, or when using Xero on a desktop.
There are some complexities adding to iOS and with a very little usage from IO users there are no plans at present to develop this there. However, it'd be good to get a better sense of the interest, and we'll start to track this through the idea, here. 🙂
- Don't see your idea?