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2255 results found
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Xero Me - Employees able to Add Kilometers
Employees cannot enter the number of kilometers to be claimed back in timesheets. A fix is to use the unit Hours instead of Kilometers. However in the Xero Me app they are only allowed to enter up to 24 Km (hours).
More than 24 units are allowed to be entered directly into Xero but not through the Xero Me app.10 votesInteresting to hear how our customers are using some of our features to meet their needs. Not really being the original purpose of this feature, we want to be open that this isn't something we have plans for at this time.
If you're in need of recording tracking for employee's, we'd recommend exploring the use of Xero expenses through which you can record and track employee mileage. With expenses being available with Xero Me now this also means you'd be able to record this via the app.
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Xero to Xero - Share item codes
We operate two Companies on Xero - the manufacturing company sells to the retail company - so we use the Xero to Xero function for this.
I understand from the support articles that item codes are not transferred from Xero to Xero transactions. Is there any way to enable this, if we were to use the same item codes in each company? When the sales invoices are shared and received as draft purchase invoices the Item codes and COGS/expenses codes have to be re-entered - we would process about 500 per annum with up to 50 lines per invoice…1 vote -
Inventory - Receipt goods in Xero
receipt goods in Xero
8 votesThanks for posting, Peoples Coffee.
While we'll track the interest of this here, I to be open that we don't have plans to expand Purchase Orders for this capability in the near term.
You may find this discussion where a community member has explained a little more.
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xero mobile app - Product & Services to be selected from Bill or Expenses
On the Xero mobile app it would make life easier for small entrepreneurs who are always on the go to update products purchased and update their inventory from a receipt that they capture on mobile app. This feature is only available from a desktop computer where persons need login from their computer to enter Bills or expenses for the purchases of inventory products. At the moment this is possible through the Sales invoices. Please make it available through purchases as well
1 voteHi 👋 your idea is being looked into by our Community team. We will be in touch soon to update you once your idea has been reviewed.
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Xero Me: Upload PDF to Xero Files from app
Client request to be able to upload a PDF to Xero me into the Portal please
4 votes -
Xero Accounting app - View custom reports
Allow custom reports to be displayed in the Xero Mobile App?
4 votes -
Xero Projects - Add a date to an estimated expense
Add a Date to Estimated Expenses in Xero Projects - Useful Feature in order to plot project Cashflows
4 votes -
Xero Accounting app - Customise description when adding a receipt
There should be the option to overwrite or set 'default' descriptions when using the Xero app to upload receipts. When it says 'What was it for', a list of suggestions appears. At present it only shows the following options, none of which are applicable for a lot of businesses. Even a small adjustment to show 'Purchases' or 'Materials' would be useful
10 votesHi Jamie, just to confirm is your idea here for the Xero Accounting app or Xero Expenses?
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Xero Me - split accounts on expense
Can we have added the ability to split an expense new claim over more than one account from within Xero me, or at least be able to edit this from within Xero once claimed submitted.
19 votesHi team, sorry we've not updated you here sooner. You'll find you can itemise expense claims using the Xero Me app on Android and iOS.
You'll find this option at the top of the screen;
- On Android this looks like an arrow that splits
- On iOS there is the word 'Itemise' followed by an arrow that splits
When you click this option you should see the ability to add multiple items to a single claim where you can set the Account and Tax rate for each item within the claim.
Thanks for sharing on this with us, and contributing to ideas in the forums here.
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Xero Projects - Show Supplier Name for un allocated expenses
Currently Unallocated Expenses in Xero projects just show the item line description Which can make assigning to an estimated expense difficult especially when you have "Delivery Charges" I propose a change so that once an expense is allocated to a project and falls into the unassigned it shows the name of the supplier
9 votes -
Xero Accounting app - Organisation Switching in "Share/Context" menu
Introduce the ability on the Xero Mobile app to switch between "organisations" in the context menu of the operating system.
I have 4 different Xero entities that I need to upload receipts to, and to have to go into the app each time change the organisation before I can upload is time consuming.
2 votes -
Hubdoc - Full integration with Xero files
I can email my receipts to Xero, when will Xero be integrating the same sort, file, and account application features that Hubdoc has so that I don't have to use Hubdoc at all?
5 votesHi Amanda and Sandy, I want to let you know that you can upload your document or invoice directly into Xero Files without using Hubdoc, and you can assign it from there - See more on our article.
If you’re looking into publishing the document from Hubdoc to Xero files, you can do it too. And you can read more here.
In saying that, let us know if you’re actually after something else.
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Xero Expenses - VAT on mileage claims through expenses
Many are complaining about no VAT option on mileage claims through expenses. I can see why this would be timely to implicate as the fuel element changes and is different depending on fuel type and engine size.
But think for those that want to, we should at least have a VAT drop down. We could then create a new tax rate for each rate or even employee using expenses.
For example I have a director with a vehicle >2000cc Diesel I believe using the HMRC company car fuel rates this equates to 19p inclusive of VAT. Using the…
92 votes -
Xero to Xero - Share invoice reference number
Please add the invoice reference field when sending an invoice from Xero to Xero via a network key.
4 votes -
New invoicing - Option to use Xero Network
xero to xero Invoicing
We use the Classic Invoicing version on Xero to send Invoices to our inter-companies and clients who are also registered with Xero.
On 02 Sept 2024 this version will retire and only New Invoicing will be available.
We are not able to select "send via Xero Network" from the New Invoicing option (using our Xero Network Key).Are the technical teams still working on this to have the option available or will this option fall away?
Thank you
ChantelleMichael
Support specialist
Yesterday 5:05 PM
Hi ChantelleAs you’ve found, there’s no functionality in New…
210 votesHi everyone! Back to share that Xero to Xero is now live within invoicing. Thank you for all your valuable contributions and sharing in product ideas.
As mentioned in my last update, with the way that we've built this within invoicing we've been able to also enable the ability to include file attachments when sending via the network 😊
See more details on how to send via a single invoice, or multiple, on Xero Central.
Right now, this is live to all but Singapore organisations. We're still doing a bit of work to provide this capability to Singapore and I'll update again when available in this region.
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Xero Accounting app - Bill receipt analysis
I normally add a copy(email download or photo) of any bill when loading it to Xero. It is easy to do with emailed bills but lets say a coffee bill, can take a lot of time. (Taking a photo, email it, download it and add it)
It would have been nice taking a photo of the bill through the Xero app to load it as a bill, from your phone.
If a owner operator buy something it would make it easier just going into the app, go into bills, take photo and load it there and then...…3 votes -
Utilise the Xero support team to write the XERO Customer Requirements specification for XERO 2.0
Having developed and managed both hardware and software development products for many years, Xero has the best product support I have seen.
They are all very knowledgeable of the Xero product and the customers that continually moan at the short comings of a very poorly designed product.
My advice, is to utilise the product support team to write the customer requirement specifications of the Xero product, using the Product Idea portal and the "competition" as the starting point of Xero 2.0. Then the development team can write the software and then let the product support team alongside Xero customers "test"…
3 votesReally do appreciate the feedback, David and it's great to hear you've had such good experiences with our Xero Support team.
While we can't run every single feature that our product teams deliver through our support team, this is a very regular occurrence. Our product teams will often engage other teams internally to understand the pain points of users that they are trying to solve for and in many cases they may release features internally with Xero staff to test and feedback on features before they are released externally.
Just as you noted there are also other measures of testing that our teams have in place to evaluate the performance of features before they are delivered.
Our product teams will continue to evolve their thinking in how we test, and review features before they are released so we can build and deliver products that create positive customer experiences.
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Xero Accounting app - View VAT due
It would be extremely useful if we could view VAT on the dashboard of mobile phone app. Director only uses Xero on his phone so can never keep track of what VAT is due.
1 voteThanks for your idea here, Sue. Understand how different details would be helpful for different users on the go through the Xero Accounting app.
This isn't something we have plans for right now, but we'll continue to track the interest from your idea here.
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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?
25 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…
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Xero Mobile app - Ability to Delete/void invoices
Need to be able to void/delete invoices on mobile app. (Not have to do it via xero on computer)
VERY frustrating for clients who invoice daily from their phone and need to void or delete an invoice.9 votes
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