4584 results found
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Xero Accounting app - Add numerical discount to mobile app invoices
Add numerical discount to invoicing in the mobile app. This is a feature on the browser, currently the mobile app only allows a % discount.
When you go from browser to app having applied a £ discount on the invoice. The app converts it into a % and show different amounts.
2 votesHi team, appreciate your feedback and wanting consistency between the web and mobile functionality.
While I can confirm our product team are aware and across the idea here we want to be honest that we don't have immediate plans for developing the ability to add amount discounts within the Xero Accounting app.
We'll keep tracking the votes and interest through this idea and update you if there's any news to share.
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NZ Payroll - Multiple employee bank accounts change in allocation of payments.
When an employee has set amounts to be paid to multiple bank accounts, if there are insufficient funds to pay the amounts Xero allocates to the lowest amount not the order of the bank accounts. This means that payments like rent can be short paid. It would be good to have a flag notifying you of this and an easier way to reorganise the payments.
1 vote -
Dashboard - Link to a Calendar
Option to link bill due dates to a calendar, ie iCal, Google, Outlook etc. We use a scheduling program called Flight Schedule Pro for bookings and it has this useful feature.
16 votes -
New invoicing - Show warning if repeat template has been deleted
The Classic version of Invoicing used to inform you on the view of an invoice that was created from a Repeating Invoice when the Repeating Template had been deleted.
The new version does not give you this information resulting in confusion and wasted time.
Please see screen shots below.
This is causing us a major headache as we have lots of Repeating Invoices that have to be cancelled and if a user isn't sure new invoicing doesn't help but allows you to go through the process of trying to delete the template again which results in an error.
Please fix…5 votesHi Chris, we appreciate you raising this message with us. It's something our team have added to their backlog but want to be open that we don't have active plans for changing for the time being. We'll continue to monitor the feedback here and I'll share if there is any progress.
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New invoicing - Hide Tax Rate column
In New Invoicing we can now hide the tax amount column. As this is for organisations that are not registered for tax, the Tax Rate column is also redundant so would it be possible to hide that too? We are set up as No VAT Scheme so both these columns just get in the way and it seems odd that we can mask one but not the other when you only ever need both or neither.
While we're at it, could we do the same in Billing?
Thanks
5 votes -
Payment Services - Add Alipay as a payment service
Proposal: Integrating Alipay as a Payment Option in Xero
Overview
Introducing Alipay as a payment option for Xero invoices will provide significant benefits for businesses engaging with international markets, particularly China. As China is Australia’s largest trading partner, offering a seamless payment method like Alipay will enhance cash flow, improve payment experiences, and reduce barriers for Chinese customers to pay invoices.Key Reasons to Integrate Alipay:
China is Australia’s Largest Trading Partner
China accounts for a significant share of Australia’s exports and imports. For businesses that trade with Chinese companies or customers, Alipay is often the preferred or only method…
2 votes -
Financial Settings - Ability to adjust time settings
Adjust time settings in Xero for accurate timestamp reporting during BST
1 voteHi Candice, timestamps in your org are set by the timezone set in the organisation's financial settings. From your idea here, would you want to be setting this manually or based off another setting somewhere?
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New Invoicing - Copy invoice to keep existing email
Thank you for delivering to keep the existing contact when copying an invoice. Now when you email the invoice the email address is not populated from the contact file. You have to go and look it up to send the copied invoice.
Please refer to the contact details and pre-populate their contact email addresses.
Thanks
5 votesSorry Lynne, It's a bit hard to troubleshoot and get the detail to understand why your contacts details like email aren't coming through to your copied invoice. I've just tested this with Draft and approved invoices being copied and the email of the contact was bought through each time as expected. I'd recommend raising this with our specialist through the Contact Xero Support option in Xero Central for closer inspection.
Thanks for also checking on this, Olga - that message on defaults application is related to the Sales defaults saved against inventory items or the contacts record but doesn't apply to the contacts personal details. These should be applied when copying an invoice.
To explain a little more - The reason defaults aren't automatically applied is because the line item fields will be prefilled with the information from the existing invoice that the new one is copied from.
We understand…
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Dashboard - View exceeded credit limit
Hi, It would be great to see customers who exceeded their credit limits on the dashboard. We push sales invoices from third-party app therefore we don't see alerts if someone has no credit limit left. If we could see a list on the dashboard we could act immediately. Thanks
5 votes -
Bills to Pay - Sort Draft Bills by order date/time created
Hi,
We would like draft bills to be sortable by order inputted.
We are using AutoEntry to post invoices but Xero changes the order that the invoices are being entered.2 votes -
UK Payroll - Extend SSP without reverting pay runs
SSP EXTENSION; There needs to be a way of extending SSP
Most people who are off sick are not aware of when they will return, it is often necessary to be able to extend SSP. It is not acceptable to have a process that requires reverting payroll. I am still trying to get almost £5000 back from HMRC because Xero reported the variance in April as an additional payroll & the YTD figures have not corrected the issue. Reverting payroll should be the very last resort & not used for something as standard as stat sick leave.2 votes -
AU Payroll - Superannuation end of quarter reminder
Would be great if Xero could trigger an automated (email and/or text) reminder to the superannuation payment approver 10, 5 and one days out from the superannuation due date each quarter.
A similar reminder feature already exists in XPM for Activity Statement Lodgements - reminders can be turned on.
Xero also has the ability to automate reminders to Customers around bill payment.
Xero has the email and SMS of the superannaution approver already on file.
Advantage of these reminders:
Super gets paid on time - we're all human and life can take over and sometimes things get missed - a…
154 votes -
currency column in tracking summary
For the line items in the Tracking Summary, please include a currency column! Historically this was available. Calculating commission now takes WAY longer. Seems like it should be an easy fix.
2 votes -
Prepaid Expense Manager
My Idea: Somewhere to enter a prepaid annual or longterm expense (ie Insurance) that can first go into a Prepaid Expenses asset account and then set to either expense at regular intervals until "used up" or able to manually expense as periods come to a close. This manager would help keep track of all prepaid expenses in one place and would keep a running balance for each item. Viewing options would include being able to filter/sort by item (ie 2023 Insurance Premium), or by type (ie software subscriptions) or by expense account (ie Insurance Expense).
5 votesHi team, while we don't have a direct feature that would automate the entire process, there is a way to record and do this in Xero.
You could set up an account for the expense in your Chart of accounts, and reconcile the original payment to this account. You could then set up a repeating bill or invoice template to auto generate and you'd make payments on it to the same account to reduce the balance over a period of time.
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Add the new functionality to add an overdue amount to an invoice
I'd like to recommend add the new functionality in Xero to add an overdue amount to an invoice.
Thank you
2 votesHi Anna, when you say overdue amount would this be when sending an invoice to a customer and only showing the amount left to pay? If so, this is already possible with the email the customer receives and you can adjust the body of the invoice email to include the Amount due placeholder.
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UK Payroll - List contacts in alphabetical order, by Surname
It would help if the list of emplyees were sorted in alphabet order, by Surname. Also, a BACS report that just shows the employee, amount to be paid, and the total at the bottom.
8 votes -
Projects - Repeating projects
Would it be possible to set up repeating projects? IE if I do the same work for a client each month to save me keep setting up a new project could I choose for it to be a repeating project?
8 votes -
New invoicing - Move branding field to right and make consistent with Quotes
Please be consistent with the location of the "Branding Theme" field.
You have placed the "Branding Theme" field in different places, in the Quotes page it's on the right and in Invoicing it's on the left. Can you please put it in the same place consistently. As a user you learn where fields are and automatically go to them, so this is annoying.
My preference would be to keep it on the left.
Many thanks,
Rachel2 votes -
Bank - Change name of receive/spend money transactions
It would be most helpful if we could edit "receive/spend money" with "Bank receipt/payment", where "Bank" is replaced by the name of the bank, i.e. HSBC or Barclays, etc.
If more than 1 account with the same bank, HSBC Vat a/c or HSBC Paye a/c, etc....2 votesHi Bid, trying to better understand the purpose of your idea here and how it would help you when using Xero.
When you say you'd like to change the name of spend or receive money - Is there a place or flow you're using in Xero that causes confusion when looking at these transaction types?
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AU Payroll - Line item breakdown of payslips - YTD
Hi, It would be great if payslips line items match the 'pay template' pay items or alternatively, for pay items that have a YTD amount to be shown on all payslips (with the Nil or $amount for the current pay period as applicable with the YTD) to breakdown 'Other Previous Earnings'.
This will also assist tracking multiple pay items where it can vary each pay cycle, coding and tracking STP rates and categories, YE finalisation and review. Many thanks.35 votes
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