4723 results found
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workshop expenses
Track workshop expenses
1 vote -
Many of our Contacts now use a Portal to submit queries statements etc It would be good to have a section similar to the E mail section on t
Many of our Customer and Suppliers now insist we use their portal to submit queries statements remittance advices etc.
It would be useful for there to be a portal element like the E mail contacts in the Contact record. If this could be visible and actionable from the header it would be nice so we can click it and go straight to their portal from the contact.2 votes -
Invoicing - Receive Deposits on future sales before raising an Invoice
Record deposits on a quote or future invoice sale without raising the invoice value against a customer.
We manufacture a product and then install for a customer - with a deposit of either 50/50% or 30/30/30/10% at the point of approved sale. We are happy to create an invoice number but with a deposit on each sale this creates a "negative balance" and we do not want to create a sale until the final invoice has been agreed at installation. ie. a negative receivable.
2 votes -
Customer cash allocation report
The ability to quickly review the customer receipt allocation to invoice for error or intentional misallocation is an essential tool for ensuring the accuracy of customer statements as well as the detection of fraud. In my view this is an essential internal control tool. I have recently had to review 3 months of cash allocations due to the detection of fraud which with the right report could have been achieved within a day. The reality was 3 days work having to click down on each statement line where if the statement line showed the allocation the entire statement could have…
1 vote -
You need some decent support people
You need to have better support people and those who understand basic english. All they do in the first instance is copy and paste information from the website. Its been more than 24hrs and your people still have not been able to explain a payroll issue to me or how to fix it. Xero profiles need to say how many years they have been working in Xero not that they have spent a number of years in roles not relating to Xero or bookkeeping. I have no interest in the personal bios of Xero support people. That does not fill…
1 voteApologies, Lisa. Taking a look I see there was a technical issue on our end where your recent case with Support wasn't getting to someone at the right time to call you.
I see our team have since responded with more detail to hopefully help resolve your question. We do our best to support our customers but can see how this wasn't the greatest experience for you.
I will remove your post from product ideas here, however please do reply back through your My cases if you need any more help and understanding around this payroll question, we'll make sure to get someone in touch at a time that suits. Thanks
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New Invoicing | Contact details - ABN
New Invoicing - Show ABN details with Client details in the "To" section of the invoice. All other information is there for reference, excluding the ABN.
To view the ABN details, you need to leave the invoice screen and go to Contacts.6 votes -
History & Notes - Full detail of action
Can we drill down into the history lines by date to see the actual changes/edits or whatever was done for individual invoices? This would enable a clearer picture for future scrutiny.
My client couldn't work out what had been done and neither could I . All the history said was 'edited' by an employee.6 votes -
NZ GST - Include Payment due date on finalised/filed
Where have the GST due dates gone from the new GST Return layout?
Also would it be viable for Xero to default no GST for transactions up to a certain date considering some businesses are registered from any point during a month.
6 votes -
Xero Projects - Auto attach files from Expenses to Project
Automatically add expense receipts associated with an Expense Claim to a Project that converts to an Invoice within a Project. Currently, the Expense Claim description is the only info added automatically to a Project when the claim is associated with the Project. Ideally, we need the receipts associated with those Expense Claims also added automatically from the library to the Project without having to search in a long list of library receipts for a match when creating a customer Invoice for expense reimbursement. When we have 100+ receipts at any given time in the library, then we have to search…
8 votes -
GST - Ability to transfer refund to an associated tax payer
We would like the ability to transfer a GST refund to another tax payer. It can be done if we file online at IR and we would like Xero's GST return to file automatically with this feature. We have associated groups and have refunds that we want to offset against another tax payers GST to pay.
15 votes -
Expenses | Navigation - Hold filters when processing expense claims
Currently, when filtering expenses by name, the settings reset to default each time an expense is opened and closed.
Please update it so that the filter settings remain active, eliminating the need to reapply them for each expense viewed.
Also, please add a date filter setting
3 votes -
Bills - View file attachments on a separate browser tab
I work with 2 screens - when entering a bill it would be really useful to be able to view the xero transaction on one screen and view the attachment on the second screen. Currently the bills sometimes have such small print you have to really zoom in and move around the screen to be able to read it. I am aware you can open it as a separate document, but this wastes as much time trying to zoom etc. Many people now work with 2 screens so I think this would be a really useful function.
2 votes -
Budget - Select multiple tracking options when creating budget
Selecting Multiple tracking Categories in one Budget
I work in an NPO and we have a very complex system, we have 4 departments and in our department we work on many different projects which run over different year periods. we also have donors that donate to more than one project with donations overlapping financial year periods.
we have created two tracking categories, Projects and Donors. Under each category there is multiple options, For example Marketing team - school project and marketing team University project.
We would please like to be able to 1 create budget for each department by selecting…
8 votesHi team, if I understand correctly it sounds like you'd like to create a Budget that consists of multiple options within a single tracking category? Atm, it is only possible to create a filtered budget by one option within each tracking category.
It's not something we have plans for atm, however I'll slightly rename your idea here and we'll get a sense of the interest from the community in this.
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Sync products from xero to stripe
I would like to use Mailerlite with stripe and xero to sell my products. When I log into stripe my products catalogue is empty. I need my products in stripe to be able to use the Mailerlite landing page to sell my products
1 vote -
Customise Executive Summary report
We would like the switch option to be introduced to the Executive Summary
1 vote -
Quotes - Autosave
Autosave feature for quotes would be amazing. So often I will be logged out and lose information if I forget to save during a quote. A simple phone call can be a distraction, and it is so frustrating when I have to start all over again.
1 vote -
UK Payroll - Salary Sacrifice segregation on Gross to Net report
Currently the Salary Sacrifice is just deducted on the Gross to Net report. Where as on the TB the amount is added. It would be good if this could be segregated.
5 votes -
NZ GST - Zero rated GST for asset accounts
At the moment Zero Rated GST can only be applied to Revenue items on the Chart of Accounts. When we deal with a property sale between GST registsred parties, the sale is also zero rated for GST purposes. We need the option to apply the 0% GST rate to asset codes as well as revenue codes. At the moment, we have to do a manual workaround.
20 votes -
Accept Lightning Payments
Xero can currently accept online payments however most methods have quite large fees and can result in chargebacks. BTC lightning payments have lower fees (almost nothing) and no chargeback risk. The ability to offer customers this would be great.
There are a few SDK's to implement end-to-end lightning payments that are apparently pretty good such as this one:
https://breez.technology/sdk/1 vote -
Bills | NZ - Manually adjust GST for each line
Ability to edit GST line by line on bills in order to agree balances to supplier invoices (Due to rounding issues)
19 votes
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