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1155 results found
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Subscription - Allow downgrade any time (effective at the end of the subscription period)
It is ridiculous that you are forced to set a calendar reminder to come back and downgrade a Xero Subscription in a month's time.
A client may need to increase their subscription purely to account for the crossover period of one staff member leaving and a new one starting and whilst we have no issue paying the additional for the one extra employee, to make it impossible to downgrade for a month after that upgrade is a pathetic cash grab by Xero.
Make it possible to downgrade the file immediately and have it take effect from the future date.7 votes -
Invoice Branding - More Customisation and font options
I think the invoice customisation in Xero needs a major overhaul. Many of my clients have spent considerable amounts on graphic design, but the customisation process (downloading a Word doc, editing, and uploading) is a nightmare. The standard Xero invoices are really dated (such as the Mastercard or Visa logos, the payment slip footer, font choices etc), which means the better option is to upload a customised invoice. The problem I have is that most of the fonts I've tried seem to be unavailable once uploaded to Xero, with most reverting to Times New Roman, and that's an issue…
34 votes -
History and Notes - Export functionality for History & Notes
Ability to export contact activity or notes in a readable format eg PDF or Excel (dates/detail)
20 votesHey community, just popping in with a quick update to let you know that export is now available in the History & Notes Report 🎉
As part of an update that also released for Payroll history this week, you'll now see an export button in the top right corner of the History and Notes report, and can choose between a PDF or Excel export of your full, filtered set of results.
Thanks again for sharing your votes and feedback, for more information, check out our support articles for History and Notes and Payroll History.
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Gocardless - Reoccurring payments without customer alert
Allow us to select 'reoccurring payment' in a repeating invoice for Gocardless in Xero.
When Xero generates a repeating invoice that is setup for auto collection from Gocardless, it is classed as a new payment each time and sends the Gocardless customer an email everytime.
In Gocardless when subscriptions were done through its own systems, they were classed as reoccurring payments and therefore as per BACS rules, the customer does not need to be informed everytime payment is taken.
We have over 400 monthly payments and growing, we can't keep emailing customers everytime we take their approved monthly payment, it…
6 votes -
Sales Invoices | Imported from WFM - Assign Contact Currency default
WorkflowMax has no understanding of foreign currencies. We now have WFM clients that are being invoiced in either Australian or US dollars as opposed to the standard NZ dollars.
Before sending the invoice from WFM, we set up the contact in Xero to have the following information:
Under Financial Details: Currency = US Dollar
Under Sales Defaults: Sales GST = Zero Rated and Branding Theme - US Invoice
Please see two attachments showing the settings.When we send the invoice (Approved) from WFM to Xero, the GST and Branding Theme are correctly picked up but the Currency setting…
2 votes -
Sales invoices - Provide link to view unpaid invoices
email with 1-click link to list of unpaid/open invoices...
When invoices are sent from MYOB, the email includes a link to a webpage which individually lists all unpaid/open invoices. This a great feature especially for accountants when they get a statement and find they are missing an invoice (this link would also be a great option to add this link to statements!!).
Essential to not require signin or Xero to access
5 votesIs there a particular reason you'd specifically not want the user to login to Xero to view this information, Ben?
Currently as you may be aware, there's an option to include a link so that your customer can view outstanding invoices they have with you - See more here
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Bank Feeds - In-app alerts for current and historic outages
If Xero or a partner organisation should encounter issues which may lead to data integrity issues, we should receive an email alert or some kind of notification.
e.g. issues with Bank Feeds whereby there are duplicate or missing transactions. This has occurred a few times and we have only discovered, retrospectively, about the issue.We don't use Xero each day and certainly don't visit the Status page every day, such issues may well not come to light... by the time we visit the Status page a problem is quite likely to have been resolved and the status shows as OK,…
9 votesHi everyone, while not an alert as such, currently we're looking into enabling customers the ability to send us an alert if you're having trouble with a bank account feed in your organisation. This'd help us quickly identify issues with a particular feed. I'll round back to share more as this shapes out.
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AU Payroll - Import Leave Requests into Xero via csv file
Ability to import leave requests using CSV files.
Purpose: To save users time from having to manually create a request to the employee, and approve it. This will also help if they’re using a third party that allows them to export CSV.
22 votes -
AU Payroll - Support for prorated salary
I had a situation recently where we increased an employees salary but they wanted to reduce their working hours by 80%. The salary is based on 1 FTE. There is no way to actually do this in Xero Payroll. If I put the FTE salary in (to recognise the actual approved salary increase) and set working hours to 8 hours a day 4 days per week the 1 FTE salary is paid out in full over the year. But it should only be 80% of that. So I had to enter 80% of FTE and reduce the actual work hours…
6 votes -
NZ Payroll - Annual Leave option to add in Days instead of hours
Would be easier for employees & team leaders approving leave if annual leave is able to be requested in days and half days. Or to have the option to select either days or hours when requesting annual leave through the Xero Me app.
It's the most common complaint I hear from our employees that it would be way easier if they could just put in 1 day instead of working out the hours they want to take off.
22 votes -
Invoicing - Option to copy different parts of invoice when select option to send to self
Copying part of a sent invoice perhaps just invoice number and amount to my e-mail would avoid a problem I had.
My e-mails were hacked and a monthly rent invoice I had sent was copied the next month with amended bank details.
I no longer send copies to my e-mail although now I have to concentrate more so I know which ones I have sent.
This type of fraud has happened to someone else I know - we are more careful with our e-mail security now.2 votesI'm sorry to hear that your email was hacked, Joanne. As you may have seen in other ideas on the site we are working to develop the History & Notes so you'll soon be able to see detail of the email an invoice has been sent too. Doesn't ideally solve for what you're asking here, so we'll continue to track this separately and update if there's any news of having more control of what you can send with the send to self option.
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Xero Me - Payroll Authorisers to NOT include advisers
Please adjust the Leave Authorisers in Xero Me to be the employees in the business with Payroll Admin &/or the Authority to Approve Leave.
Currently all user with PAyroll Admin are available for selection - which includes ALL advisors.
As an accountant - we are having to revoke our access to a client's payroll to ensure that the staff in the client's business cannot select the accountant's staff members to approve their leave.15 votes -
Purchases Overview - ALL Unpaid
Make it easier to just see a list of all unpaid bills by having a selection option rather than having to search All and filter by paid date
3 votes -
AU Payroll - Custom pay calendar length
I would like to pay my employees for a specific period:-
example 17 October to 26 October and would like to reflect these exact dates on the payslip. It would be great if I could to customise the dates within a pay calendar?
16 votes -
UK Payroll - Save and Next option for Timesheet approval
Save and Next option for Timesheet approval.
Rather than having to go back to the beginning for each and every timesheet approval you should be able to save and view next in the same way you can with bills.
4 votes -
Contacts - Sort by Date Added
On the main Contacts page, please display newly added contacts first or enable a search for recently added contacts. I have Zapier auto importing contact details and this would make things easier. Thanks!
1 votePositive news for you all here, thanks for your contributions to this space. As part of the development and recent changes in Contacts we've enabled the ability to sort by the date a contact was created in Xero! - Take a look here
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Projects - Visual Dashboard for Projects overview and at a glance review
XERO Projects could do with a massive update!
Similar to the main dashboard XERO Projects could also do with a dashboard where you can see a quick overview of what is due in the coming weeks, what is overdue, what is assigned to me, or what is assigned to staff I manage. What projects are in draft status and what projects are 'in progress'. Projects with amounts that need to be invoiced and projects where allocated hours to tasks have been exceeded or amounts allocated to estimated expenses have exceeded.
In other words a dashboard that gives a…
32 votesAaah I see, thanks for the clarification, Emma. Understand the difference between what you can get with the existing reports and what you're in need of.
I've shared with our Projects team. We're continuing to add Projects and while there's no plans at present I'll let you know if anything surrounding this is explored we'll share with you here. 🙂
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AU Payroll - Changes in Employee Superfund ABN, USI number etc
AU - Compulsory Employee Super When a Employee Superfund changes ABN, USI number, merges with another fund.
The only solution at moment is to export the employee data into a file and save it. Then deactivate the Superfund. The problem is if you have a query on these past transactions you cannot do it through Xero. If you a subjected to an audit you cannot generate report for the data prior to the date of the changes made to the super fund. If you have been through an audit this creates a lot of work. Also, if you lose this…
9 votes -
Fixed asset register - Include rules for tax treatment of amortization where different to accounting treatment
Most companies have different treatment of accounting depreciation and tax allowances on the same assets. Having these setup and maintained in Xero would be a game changer.
Also: make FAR export dates sync up with regional settings - it's enormously frustrating having a FAR download in MM/DD/YYYY when one works in example DD/MM/YYYY
22 votes -
Chart of Accounts - Ability to add custom fields
Provide the ability to add Custom Fileds to Chart of Accounts entries. Perhaps 3 each of the following field types... Date, Text, Number (to 2 decimal places), Logical Fields (Tick Boxes).
3 votesHi John, to better understand how these custom fields would help - could you explain where you'd expect them to appear or how you might use them?
For example, would you expect to be able to report on these? It sounds like you'd like them to be visible when entering an item such as posting a journal, or adding a line to an invoice however it'd be good to know how you expect these to differ to the fields that are available in those as well.
For example when adding an invoice you can enter an issue and due date, writes a text description and enter a price with 2d.p.
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