- or
542 results found
-
Bills - Email incoming bills to Xero to create a task list
My suppliers send me invoices by email.
I would like to be able to forward that email to a (unique) email address at xero that can preprocess that bill and put it in a task list of draft bills so accounts payable can then check them and put them into xero formally for payment.
I envisage this working just like tripit.com - there I can email an itinerary document from say an airline or hotel and it will automatically parse the contents, work out the flights, departure times, arrival times, etc and create entries in tripit for me.
I would hope that xero could also parse invoices for:
- match supplier with existing supplier where possible (much like rules based matching of payments)
- create entries for line items on the invoice
- determine GST for each line item
- work out the due date
- create a draft bill for review and approval (and perhaps completion of anything that could not be worked out
- put the attachment from the email and perhaps the forwarded email itself in the attachments to the draft bill
Thanks
Andrew.My suppliers send me invoices by email.
I would like to be able to forward that email to a (unique) email address at xero that can preprocess that bill and put it in a task list of draft bills so accounts payable can then check them and put them into xero formally for payment.
I envisage this working just like tripit.com - there I can email an itinerary document from say an airline or hotel and it will automatically parse the contents, work out the flights, departure times, arrival times, etc and create entries in tripit for me.
I would…
1 voteHi everyone, this is now possible with either the email to bills feature, or if you've set up and connected Hubdoc to your organisation you could send documents through this.
-
1099 Reports - Multiple changes
The 1099 functionality is not all that helpful currently with the way US laws are.
From what I understand about 1099-Misc, there are three key things that determine whether or not you must provide for a regular vendor (there are lost of odd rules for attorneys and the like so I'm just writing about your regular vendor.)
1) Usually only applies to payments >= $600
2) Usually excludes Corporations
3) Usually excludes payments made by credit card or 3rd party network like PayPal due to 1099-KFrom the IRS Website: Form 1099-K. Payments made with a credit card or payment card and certain other types of payments, including third party network transactions, must be reported on Form 1099-K by the payment settlement entity under section 6050W and are not subject to reporting on Form 1099-MISC.
In fact from PayPal's website: Starting in 2011, PayPal is required by the IRS to report the sales of goods and services for customers who, in a single year receive more than $20,000, AND 200 or more payments.
I understand in Xero I can create rules based upon Groups (but have to first create at least one of your own groups...can't just use Everyone without having created a least one group) and can select the account code paid from and then specify the box the amount should go into on the 1099. But what it doesn't distinguish is whether a company is a Corporation or not (there is no field in the Contact area to clarify who is/isn't so have to manually go through and create a group for all non corporations.) Also, it doesn't have a way to exclude any payments made by credit card or 3rd party network like PayPal to accommodate the 1099-K exclusion. I haven't come up with a good work around since can't exclude certain bank accounts (PayPal, Credit Cards, etc). I'm also not clear if debit card purchases are considered to be credit cards and should be excluded as well. And what about the instance where a vendor is paid by check one month and credit card the next. Under the IRS rules only the checks if >=$600 would need to be reported if not a corporation so would need an intelligent way to separate the two.
Also, it would be awesome if there was a way to create the W9 and W8BEN forms in Xero based upon the information entered in the contact so far and send a link to your vendors to complete/verify the information so you knew at tax time the basic information was 100% current/correct in Xero. (W9 – http://www.irs.gov/pub/irs-pdf/fw9.pdf and W8BEN – http://www.irs.gov/pub/irs-pdf/fw8ben.pdf)
The 1099 functionality is not all that helpful currently with the way US laws are.
From what I understand about 1099-Misc, there are three key things that determine whether or not you must provide for a regular vendor (there are lost of odd rules for attorneys and the like so I'm just writing about your regular vendor.)
1) Usually only applies to payments >= $600
2) Usually excludes Corporations
3) Usually excludes payments made by credit card or 3rd party network like PayPal due to 1099-KFrom the IRS Website: Form 1099-K. Payments made with a credit card or payment…
1 voteHi everyone, we appreciate feedback and conversation on how we could improve Xero's 1099 reporting over the years.
Some time on from when this idea was first shared on Feature Requests - We've made lots of updates to Xero's 1099 and I'd like to round back on some of the ideas raised here.
👉 Majority of account types can now be selected in the rules set up
👉 We released Contacts Management which allows you to update a contact's W9 business classification, and a checkbox to automatically add them into a 1099 contact group, and select this group in your rules. If they're a corporation, don't tick the checkbox, and they won't appear in reports.
👉 As per IRS guidelines, any payments made via a credit card or third party network are reported on a 1099-K form.
👉 At this time we don't have plans for developing the ability to print 1099 forms - but you can join a request for this here
With the updates above, we're going to close the request here being too broad for members to understand exactly what they're adding a vote to, and share insights with product. Welcome to join other 1099 ideas that have been raised, or start one if you have a new idea so community can add their support, too.Hi everyone, we appreciate feedback and conversation on how we could improve Xero's 1099 reporting over the years.
Some time on from when this idea was first shared on Feature Requests - We've made lots of updates to Xero's 1099 and I'd like to round back on some of the ideas raised here.
👉 Majority of account types can now be selected in the rules set up
👉 We released Contacts Management which allows you to update a contact's W9 business classification, and a checkbox to automatically add them into a 1099 contact group, and select this group in your rules. If they're a corporation, don't tick the checkbox, and they won't appear in reports.
👉 As per IRS guidelines, any payments made via a credit card or third party network are reported on a 1099-K form.
👉 At this time we don't have plans for developing the ability to…
4587 results found
-
Invoices - Tag, Colour Code, or Otherwise Categorize Invoices
It would be really useful if there was an options to tag or colour code invoices in the list view, so that at a glance we could see invoices grouped together for any given reason.
For example most of my invoices are paid via direct debit, so I'd love a way to tag/colour code the invoices that have not yet signed up for the debit system, so that I can see at a glance how many I am still missing and who I need to follow up on.
2 votes -
New invoicing - Remove option to Edit Item
New Invoicing - Remove the edit button in the item list. It is inconvenient and makes completing an invoice with multiple items harder than the new invoicing already is.
2 votesAppreciate customers use Xero in different ways, Meradene. Want to be open that we don't have any plans to remove this option, but we'll begin to get a sense of the interest of this from the idea here.
-
New invoicing - copy to keep original invoice date
For setting dates on new invoicing:
- when using the "copy to draft invoice" function, keep original date from copied invoice and not default to current date.
- be able to type date using all numbers and not having to type month name (slows me down)8 votesHi Rebecca, I've just amended the title of your idea for your first request. In terms of the second when you're mentioning the input of dates. You should find you can currently enter dates in number format, however you'll need to make sure you keep the '/' or '.' to separate day month and year, alternatively you may find shortcuts help you cut down the time needed to enter your dates here.
-
Accounting for savings pots within one bank account
I am "one man band company" and use Mettle Bank in the UK. It offers the the facility to put money into "pots" so that I can save for things such as Corporation Tax, VAT payments etc. This is basically a bank account within a bank account and one which I find very useful. The downside is that there is no obvious means to keep track of what is in each pot within Xero and complicated by the fact Mettle does not stream the total in each pot via the connection only the total amount with the bank account itself. Within the Mettle app the balance that is displayed is the cash balance between the total in the bank and what is in the pots which I find very useful as that is the amount of "unallocated" cash I have available. What would help is an automated means of keeping track of the transfers in and out of the pots even though they can't be reconciled and a display of the total in the "pots" and the unallocated cash the sum of which will match the total in the bank account. I've looked at using the tracking facility but that doesn't seem to be appropriate. If this can already be done, can you tell me how please.
I am "one man band company" and use Mettle Bank in the UK. It offers the the facility to put money into "pots" so that I can save for things such as Corporation Tax, VAT payments etc. This is basically a bank account within a bank account and one which I find very useful. The downside is that there is no obvious means to keep track of what is in each pot within Xero and complicated by the fact Mettle does not stream the total in each pot via the connection only the total amount with the bank account itself.…
1 voteHi Neil, perhaps worth engaging your accounting advisor on, however from the sounds you could create 'suspense' accounts in your chart of accounts to reconcile these amounts from your bank account too. Effectively when you make you create a transaction that is related to the amount that's been allocated to a pot you could then make a payment on the transaction to that 'pot' account in your organisation. This way you could run the Account Summary report to keep a constant track on the amounts you have unallocated in your pots.
-
Au Payroll - Overtime report
Overtime Report by employee in one easy to read report
Managerment required a report to analyse overtime per employee over the course of a year - in one report. Only option in Xero is to run report employee by employee. (which would be incredibly time consuming)
A simple report would be -
- Rows would be list of employees
- Columns would be all the overtime categories,
- values would be sum of hours worked (or dollar value or both)
- parametres would be between two given dates.I could find no such useful report in Xero - instead I had to download the activity report into XL which was over ten thousand rows, then spend over half an hour deleting non overtime rows and format it in order to run a pivot table to get said report.
It seems to ridiculous that all this info is in Xero and should be reportable within seconds, instead it took me an hour. Furthermore - having to repeat all this every time I want an update.
thanks
KristenOvertime Report by employee in one easy to read report
Managerment required a report to analyse overtime per employee over the course of a year - in one report. Only option in Xero is to run report employee by employee. (which would be incredibly time consuming)
A simple report would be -
- Rows would be list of employees
- Columns would be all the overtime categories,
- values would be sum of hours worked (or dollar value or both)
- parametres would be between two given dates.I could find no such useful report in Xero - instead I…
1 vote -
AU Payroll - Long Service Leave's Liability calculated and 'live' for reports within Xero
LSL liability calculations are currently handled externally to Xero.
It would be nice to have a system which could automatically track LSL on staff, similar to asset depreciation.5 votes -
Purchase Orders - Expand column width to show longer PO numbers
The PO number space under Purchase Order View is limited, we cannot view our full PO number, refer to picture
Please extend the column, else Xero should restrict the maximum allowance length for PO number format.
7 votes -
Customer Statements - Consolidated statements for a group of Contacts
We have dozens of parent companies with underlying subsidiaries who place separate orders for separate locations, all under the parent company's credit line/name. These all split into different contacts in Xero when they come in from our order processing system. We need Xero to support hierarchies/parent-child relationships/nested orders, so that all purchases can be aggregated to the parent company, both for tracking overall credit use and for sending consolidated statements that include all purchases from all "children". We work with BigCommerce who has a BundleB2B feature that allows these kind of parent-child hierarchies on the client-facing side, but we can't use it because Xero can't support that structure. Please consider accommodating. It's extremely time consuming to have to pull & send multiple statements for one company every month, and have to manually add up all their spending to determine if they've exceeded their credit limit.
We have dozens of parent companies with underlying subsidiaries who place separate orders for separate locations, all under the parent company's credit line/name. These all split into different contacts in Xero when they come in from our order processing system. We need Xero to support hierarchies/parent-child relationships/nested orders, so that all purchases can be aggregated to the parent company, both for tracking overall credit use and for sending consolidated statements that include all purchases from all "children". We work with BigCommerce who has a BundleB2B feature that allows these kind of parent-child hierarchies on the client-facing side, but…
7 votes -
Repeating Invoice - automatically calculating days of the month in the qty field
Repeating Monthly Invoices:
Can we have a feature where monthly invoices have the ability to automatically calculate the days in that month based on the date in the "next invoice date". Therefore it doesn't need to be manually changed. Eg Monthly repeating invoice. next Invoice date - 1 November 2024. Qty - 30
4 votes -
Xero Projects - Have an option to "mark all untracked expenses as invoiced"
We have a large project with countless numbers of invoices assigned to the project. I would like an option to be able to "mark all untracked expenses as invoiced" so that we can see what has already been invoiced to the client and so that we can work out more accurate profitability figures. At present, each individual invoice needs to be marked off separately and this can take hours to mark them all off, particularly if the project is large.
Xero currently provides an option to "Mark all times as invoiced", so having the option of "Mark all expenses as invoiced" seems logical.We have a large project with countless numbers of invoices assigned to the project. I would like an option to be able to "mark all untracked expenses as invoiced" so that we can see what has already been invoiced to the client and so that we can work out more accurate profitability figures. At present, each individual invoice needs to be marked off separately and this can take hours to mark them all off, particularly if the project is large.
Xero currently provides an option to "Mark all times as invoiced", so having the option of "Mark all expenses as…2 votes -
History & Notes - Give access to Standard user
It would be nice to be able to give access to the History and Notes to Standard users. Right now it's only visible for Advisors while I believe this is a feature that could be useful to Standard users as well.
1 voteThanks Guillaume that's good context to know. We don't have any immediate plans around this at present but we'll begin to track the appetite here and share if there's any plans made.
-
Add VAT to Stripe fees that automatically feed into Xero
When the Strip transaction fees come across for UK customers, the VAT box states 'NO VAT'. All Stripe fees are VATable so the VAT box should be '20% VAT'
Currently have to go into each transaction to change this manually.2 votes -
Expenses - Rename "Mileage" claim to "Trip KM's" for countries that use metric system
It would make sense to rename "Mileage Claim" to "Trip KM's" or something like that.
There are only 3 countries around the world that officially still use the IMPERIAL system (Miles). United States, Liberia, and Myanmar.
It's a term that doesn't come naturally to the rest of the world.
In the back of my mind, I feel that I need to do a "KM's to Miles" conversion calculation, for every trip entry. Even though I know that's not necessary.2 votes -
Sales Tax Report - Option to filter for tax types
We run two different VAT registrations for one company (UK and IE) so we have both UK and Irish tax types, we run our VAT returns for different periods for the two country's (UK is quarterly and Ireland is bi-monthly). The sales tax report needs an option to filter for certain tax types so we can run it for only UK tax types or only Irish Tax types. We also need the option for backdated / adjusted items after the return (as we cannot link directly to HMRC having both country's VAT running we don't get the same functionality as a UK company would), we need to be able to post the return to the ledger and mark items as included so that entry's after the filing date are flagged in the next return (the way that you can do in the Sage accounting products)
We run two different VAT registrations for one company (UK and IE) so we have both UK and Irish tax types, we run our VAT returns for different periods for the two country's (UK is quarterly and Ireland is bi-monthly). The sales tax report needs an option to filter for certain tax types so we can run it for only UK tax types or only Irish Tax types. We also need the option for backdated / adjusted items after the return (as we cannot link directly to HMRC having both country's VAT running we don't get the same functionality as…
3 votes -
AU Payroll - Option to set week ending date on Timesheet Detail report
The week ending period on the Timesheet Detail Report is Monday to Friday and cannot be adjusted.
Oaur pay week runs from Wednesday to Tuesday. We have to duplicate data on an Excel spreadsheet for reporting for management.
It would be very useful if the week ending period could be edited so we could use the reporting in Xero and save time processing payroll.
25 votes -
Profit & Loss - Show dividends/distribution/Income tax after net profit
Standard layout, which is the one that clients generate and use to check their profits, shows dividends paid, Income tax expense or distributions. This makes the client very confused as these are not part of the operating expenses. Clients do not need to know how to edit or prepare a new layout to take these expenses out. Also, we as accountants can't customize P&L for each of our clients.
This needs to be address urgently.
75 votes -
Projects - improve reporting
tihs item is listed as completed, and closed for comment. A shame as it is partially completed only. Project Reports | Option to custom reports
Please give us the option to also edit and custom project reports, I need to add fields, run reports by date and add calculation fields. Currently we have to export available reports and edit in excel, it would be great to do it in Xero.Either I have missed something or you still cannot add calculated fields? happy to by advised and corrected.
2 votes -
Projects - Display potential project margin and variance
To display the potential project margin % and variance from expected invoice and costs as baseline to compare with actual performance. OR allow the project report to be customised to add calculated fields. So staff can instantly see the potential of the project, and look to adjust if necessary before sending to quote or invoice.
2 votes -
Pricing plan - Add one off fee 'Read Only' plan
Have numerous SAGE systems not now in use but it would be useful to get into Xero but do not need a monthly subscription although it would be nice for a one off fee to get a xero (READ ONLY)
set of SAGE DATA in case any historical info required.38 votes -
Bank Reconciliation - Show current bank feed balance
Add the ability to display the current actual bank balance from the bank feed alongside the statement balance and Xero balance. This would help users quickly see their true available funds without needing to log into their bank separately.
Currently:We can only see the statement balance and Xero balance
Must log into bank separately to see actual current balance
No way to quickly verify available funds within XeroProposed Solution:
Add a "Current Bank Balance" column that pulls the real-time balance from the bank feed, similar to QuickBooks Online. This would:Display alongside existing balance columns
Update automatically with bank feed
Show actual available funds
Save time switching between platformsBusiness Benefits:
Improved cash flow visibility
Faster decision making
Reduced need for multiple logins
Better reconciliation reference point
More efficient financial managementAdd the ability to display the current actual bank balance from the bank feed alongside the statement balance and Xero balance. This would help users quickly see their true available funds without needing to log into their bank separately.
Currently:We can only see the statement balance and Xero balance
Must log into bank separately to see actual current balance
No way to quickly verify available funds within XeroProposed Solution:
Add a "Current Bank Balance" column that pulls the real-time balance from the bank feed, similar to QuickBooks Online. This would:Display alongside existing balance columns
Update automatically with…2 votes
.png){kind=link}
- Don't see your idea?