4692 results found
-
AU Payroll - Extend 90 day limit for payment date
Xero Payroll restricts the payment date to no more than 90 days after the end of the payroll period. This isn't a legal or taxation limitation, but does restrict the occassions where clients are paying payroll in less regular intervals (such as paying their entire salary annually).
3 votes -
Navigation - One-click Copy for commonly copied text fields
I would love to be able to one-click copy text fields that are commonly manually copied, such as:
- Invoice/Bill total
- Invoice/Bill number
- Customer ABN
- Customer email
- Customer address
- Supplier BSB/account number
- Payment/batch total
This click would copy the unformatted number/text to allow pasting into another app, such as Internet Banking, Excel, Calculator, email etc.
When paying a bill via Internet Banking, I need to manually copy the total via Ctrl-C, then paste into Internet Banking and manually remove the comma.
When pasting into Windows Calculator (which also won't accept commas) I need to paste into Notepad first to edit the…2 votes -
AU Payroll - Xero Me Payslip only access
Have an option in settings to only allow employees to access their payslip and not create. Our employees enter their timesheets into a job management system which is synced to xero for actual payroll and timesheets however on occasion they accidentally create a payslip in xero me and it creates a heap of issues down stream
3 votes -
Invoices - Ability to show recurring invoices within the Contacts page
Be able to see recurring invoices set up for a client on that client's page. So many times I think to myself "I'm pretty sure I set that up, but did I?" and then I have to go and search in the repeating invoice tab. It would be good to be able to see recurring invoices just on the client page.
23 votes -
Sales Invoice - Show Subtotal Breakdown before VAT
Layout of invoices with subtotal breakdowns for various VAT rates. To be able to present multiple subtotal amounts before various types of VAT are applied to the invoice. I have included an altered pdf file as an example of what you would want to see on the invoice.
3 votes -
NZ Payroll - Invoice for PAYE owed to the IRD
Would be great if, at the end of the month, Xero automatically generated an invoice for PAYE owed to the IRD
2 votes -
Invoice - Set defaults for adding Billable Expenses
When creating a new Invoice and you want to add some billable expenses that you have assigned to the contact in the Bills section, I want to be able to give my clients an itemized bill, the new invoicing option is defaulted to add all items as one line.
We default to all invoices as itemized, Yes I can select this as an option but would like the ability to select the other as the default option.
Maybe Xero could create a custom option cookie that would allow customers to select some default settings that make there Xero work better…2 votes -
Add the Project Name to the Receivable Invoice Detail report
Add the Project Name to the Receivable Invoice Detail report
2 votes -
Projects - Add a Customer Sales Order to the Project
Xero Projects - have the ability to add a Customer Sales Order to the Project, and this defaults on the Invoice Reference field when we invoice the project at the end of each month.
2 votes -
New Invoicing - Make it work with Projects
The new invoicing doesn't work properly with Projects! A disaster for me this morning - trebled the time it takes to do my weekly Projects invoices. When it falls over because it can't find the GL Code to use, and doesn't even have subtotal and total fields....did someone forget about that when they were adding all the new empty space on the screen and screwing the work flow up?
3 votesHi Karen, this does sound like odd behaviour and would be good to get a closer look into. I see you've also come into our Xero Support team and they've suggested booking a time to connect and share screen so they can see the behaviour occurring for you. If you can respond to them through your My Cases they can investigate this with you 1-on-1. Thanks
-
Pricing Plans - Option for a more basic version of Xero
We signed up several years ago, and were really happy with the software as it was. Now we keep update after update, and price rise after price rise. Our cost has now doubled in 5 years. I know there's fancy "features" added to it now, but I don't need them. All I want is the version from a couple of years ago. Accounting, payroll for 5, Classic invoicing, old style reports, old style bills page, old style contacts, no cashflow analytics.
Why not just make the older version available as a basic package for say £25 a month. No fancy…
7 votes -
Demo Company - Clear ALL, don't reset, optional data reload and cloning
This idea has been raised again and again but XERO isn't listening!!!
The demo company is a great idea, but it makes no sense to automatically reload all the "duff" data every 30 days.
It's VERY simple to achieve a very useful and flexible feature, by....
1) Be able to clear all the data in the Demo Company
2) Make the 30 day reload of useless data optional
3) Enable cloning of an existing organisationWe need to be able to test imports, features etc. and be able to return the "demo company" to EMPTY and if required to restore…
9 votes -
2 factor stripe
Activating a bank 2-Steps-Verification process or bank one-time pin when processing payments using stripe integration.
1 vote -
New invoicing - Use persons name from Contact record (rather than contact name)
We would like to see customers contact person's name appearing on the invoice we send. One customer can have different people/contacts for different projects/invoices. Currently we can only pull out the PRIMARY contact's name to the invoice, which means if we would like to add a different name, we have to REMERMBER to edit customer's primary contact to a different person. It is very time consuming and easy to forget too.
Is there any ways we could simply add a contact person against each invoice instead of against each customer? It could be any extra fields we can use, even…7 votes -
New invoicing - Calendar to remain stagnant when moving through months
When you open the calendar to input a date (e.g., expense claims), the calendar box changes shape/moves around when you click the arrow to go back over previous months because the number of days in each month varies. The calendar shouldn't move around because you must keep repositioning the cursor to find the arrow again.
As someone mentioned in another comment, allow the ability to use the mouse scroll to go back and forth.
3 votes -
New invoicing - Option to Approve and Copy Invoice
It would be amazing to have an option on the approve drop down to be approve and copy!
4 votes -
Batch Payments - Use to make part payments for bills
Bill Payments - be able to create a make payment for a set amount which is a part payment of a supplier statement and send remittance for a part payment for multiple bills on a statement
Client/business receives multiple bills from supplier, and pays 30 days after end of the month, they may want to pay installments of say $5,000 off the statement which will be applied against multiple bills including a part payment. At the moment there is no way to create this payment and send a remittance to the supplier, we have to wait until the payment appears…
2 votes -
Inventory - Shipping in Inventory cost price
When I order Goods for inventory the cost of shipping is charged by the seller to me and itemised on the bill. From my perspective, this forms part of the cost of the products purchased on the same bill.
The COST price ought include specifically the shipping on inwards inventory (averaged over all the items on a bill) to calculate the cost price when the items are entered on inventory items.How I do it today : I make a complex calculation of all overheads including shipping which is manually added to the cost price plus profit margin to make…
5 votes -
History & Notes - Login - Timestamps for login history
Audit trail of logins to Xero - there seems to be a series of different visual aids and short screen reports showing when a user last logged in, however from an audit perspective, it would be ideal to have a report that can be run for set periods showing when users have logged in. The information to run this type of report is there from the History and Notes report and the Assurance Dashboard. However a report that shows a time/date stamp would be ideal as evidence in cases of fraud/performance management
14 votes -
Contacts - Activity - Invoices - Description
When you view invoices under activity within a contact it would be immensely helpful to see the description of the invoice as a column because it is very complicated and frustrating to have to open each invoice under a contact before finding the one you are looking for.
2 votes
- Don't see your idea?