4794 results found
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GoCardless integration - Warning if invoice exceeds GoCardless transaction limit
Currently if an invoice is sent to GoCardless for DD collection, and it exceeds the transaction value set by GoGardless, the DD isn't collected, but no error message is sent by either Xero or GoCardless.
Need to improve visibility of errors in Xero, so alternative collection arrangements can be made.
6 votes -
Notifications - Screen to maintain settings for notifications
I think it would be great to have a screen to manage notifications settings.
This could present a long list of notifications for different things (e.g. for me the important ones are activity statement due soon, STP filing overdue).
For each item, the user could select if they want it active, how they want to be notified (e.g. header line, or in a widget), and whether to be emailed (very helpful for people like me who only log in once or twice a week and do a days work).As a side note, the first of my important ones was…
2 votes -
Sort statement run by payment type
It would be great if you could sort a statement run by payment type. Some customers pay through GoCardless (DD) and others pay by EFT. it would be helpful if these could be filtered in the statement screen as customers paying by DD generally do not need a statement.
2 votes -
Draft Invoices don't show on contact page anymore
Previously draft invoices would show up on the contact page for each contact. They don't show up any more? Hopefully this is not a new feature (bug) with the new invoicing? Creating a new invoice for a contact without being able to see a draft invoice already exists without having to go back to the draft invoice page is not efficient/
2 votesHi there, are you still noticing this behaviour? Having a test in the demo org, Draft invoices are shown in the Activity tab for a contact in both the All and Invoices tabs for transactions. If this is not the same behaviour that you're getting I'd recommend raising a case with our Xero Support team through Xero central who can get more detail to take a closer look into this with you 1-on-1. Thanks
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Inventory - View Inventory Item details report from 'View all transactions' section of an item
The "View all transactions" link from a specific product/service should display the Inventory items details report just for that specific product/service. Currently it shows all products and just for the current month. So really isn't doing what is implied in the link.
1 vote -
Xero Support - Ability to download support conversations
Xero support is first class. It would be useful to have the ability to download support conversations.
1 voteThanks for the feedback, Steve I've passed along your compliments to our support team too.
Out of interest is there anything in particular you'd like to be able to download your support conversations for? e.g would you be wanting to share these somewhere else or file them somewhere to have on hand? This'd be great to share back with our team.
For the time being, as you might've found (though a little manual) - you can copy & paste the detail of a support case internal an external document such as Google Docs or MS Word.
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New invoicing | Contact - Wrap full contact name(rather than truncate)
OLD vs NEW XERO INVOICING
Customer Name search - this is when adding customer name on customer/contact field when creating a new invoice
In the old version, the dropdown displays the full hospital name along with the contact email address. However, the new version only shows a truncated name (around 26-30 characters) without the email address. It would be better to retain the old version feature for this especially when there are multiple contacts but different departments, as it was easier to find out whether correct department was chosen and not to make additional right click just to be sure…
1 vote -
Pay Item Subject to PTX & Workers Compensation check box.
In the same way that there are tick boxes for "Exempt from PAYG withholding", "Exempt from SGC" & "Reportable as W1" on Pay Items, can we have a check box for Subject to or Exempt from PTX & Workers Compensation so that a report can be generated for Payroll Tax & Workers Compensation calculations.
1 vote -
timesheets
It would be great if Xero Me would automatically blank out the approved leave, and public holiday hours, within an employee's timesheet (manually overwritable of course) so that they cannot (or are warned not to) double up their hours. e.g. they have annual leave approved, to have a Friday off, but they can also enter paid hours on their timesheet for that same Friday, thus enabling double pay for that day.
1 vote -
Profit & Loss - Ability to hide lines
On the P & L reports, there quite often extra lines at the bottom which aren't required this yr, but may be next year. which we don't need ie: Net loss/ profit before beneficiary dist , nor do we need before tax etc as a loss, just need the bottom line ( net Profit /Loss). Companies also have the same issue. Is there a way to "hide" these lines? if not , can we add this as a suggestion please. Don't want to delete, just hide or disable as necessary
6 votes -
Bills - Copy transaction lines to a new line
It would be great to be able to copy lines when processing spend money and bill transactions. I need to split costs from a single bill or credit card transaction to locations. Being able to copy data entered to a new line and then change the value if needed and apply the location would save time and limit tedium. Thank you
2 votes -
UK Payroll - Timesheets for employees on Annual Salary
Overtime needs to be recorded on Timesheets and be included in pay runs for employees on a fixed annual salary.
We've been using Xero for 5+ years. It's brilliant in so many ways, and this basic functionality is missing, or rather, I expect is poorly coded.
We have a number of employees on a fixed, 5 day per week, annual salary, which is divided by 12 to generate their pay every month. However, it's not uncommon for them to work overtime: additional hours here and there and sometimes whole extra days.
Currently, the flaw (I really think this is a…
7 votes -
Invoices - Ability to batch print packing slips
Batch print packing slip
We are able to batch print invoices through the awaiting payment page, but having the ability to batch print packing slips would be great. Having to click in and out of invoices to print the packing slip for multiple entries daily takes quite a bit of time. Can this feature be added?
18 votes -
Projects - Set opening balance for projects
Just brought on a new client on Xero that runs large number of projects. At the moment, Xero does not provide a facility whereby we can bring forward opening blalances for ongoing projects.
1 vote -
Report - Contact created date
Report to see when a customer account was opened/set up. When conducting customer credit account reviews it would be handy if there was a report to see what date a customer account was set up. So you are only reviews accounts that have been opened for a year. At the moment the only way to see when an account was set up is to look at the notes/history on each individual account.
1 vote -
Report on Customer Sales details including items sold and cost.
Create a function that reports on Sales Customer Detail. The report would show the customer and each product/item they have purchased in the period you nominate. There would be a heading with the customer's name columns consisting of: 1. invoice number, 2. date, 3. quantity, 4. item, 5. description, 6. cost. This allows sales personnel to track customer's current supplies and what they have purchased in the past and how much they paid. There would be a total at the end of the report for the period you nominated.
1 vote -
Option to disable rounding in Xero
I still don't understand why Xero rounds any amounts? Could we have an option to disable all rounding in Xero. I have just left MYOB after 10 years, they never did anything like this. I moved to Xero on advice from my accountant, starting to regret this! Leave it as an option for whoever is rounding stuff (very werid), but please give me a checkbox that totally disables rounding. Please!
21 votes -
Show credit note number on the invoice when printed as PDF
It would be great is the credit note number that was applied to an invoice is displayed when sending the invoice to the client. This will allow the client to see what invoice has been used if they have multiple.
1 vote -
New invoicing - Ability to set a default BCC email
Is there a way to edit the email template when invoicing to add a standard email address in the BCC field? by doing this Trustpilot gets the email details to send out reviews?? i cant find an option for this feature
obviously you would put your unique Trustpilot email address into the the BCC template field
1 voteHi Andrew, there's no way to set a default BCC email when sending from Xero atm. It may be something we look at in the future. For now, we'll begin to get a sense of the interest for this here. Thanks
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AU Payroll - Add YTD figures on payslips for recurring reimbursements
Add YTD figures for (recurring) reimbursements on an employee"s Payslip, such as non-reportable travel allowances (paid as reimbursements).
I followed a Xero direction to process non-reportable travel allowances as reimbursements, as it ws creating discrepancies in our BAS (even though include in W1 was not checked).
For an employee not to be able to see their total YTD renumeration on their payslip, including these reimbursements, is disappointing (particularly as it won't show on their EOFY payment summary).
1 vote
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