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1155 results found
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Invoice Date items & repeat invoice
What Xero management fail to appreciate that having this feature they will obtain a substantial number of customers who need this feature and many more that are using QuickBooks. If anyone know of an alternative please share on this channel. I'm exploring Thriday to make this feature available soon.
0 votesWhen you say invoice date items - is this for the ability to add dates to each line of your invoice, Sam?
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NZ Payroll: allow employee to edit hours in leave request
Payroll functionality around multi day leave requests.
A number of employees work 4 days , and xero divides the days into 5.
The problem is when a leave request for lets say a day and half sick leave - they cannot manually enter 12 hours (8 +4) or 10.5 (7 + 3.5) unless they do Seperate Leave requests per day.
I have a collegue doing 2 weeks of working 6 hours and taking 2 hours each day on annual leave. I ended up having to make his leave request because I am admin.
I had to obtain pre-approval since the…5 votes -
Manual Journals - Automate process of journaling income allocations for stakeholders
why can't we set up income allocations by %, not jnl , as every time you change something , you need to redo your jnl, update work papers etc. There must times when finals have been sent out ( Urgent) and this has been over looked
This is a rather backwards step, esp when a trust could have 10 beneficiaries and need to do jnls ?!
Would also affect partnerships, they would be the easiest to fix as majority would be a 50/505 votes -
Xero Analytics | Short-Term Cash Flow - Change payment dates from within Short-Term Cashflow Screen
While reviewing the short-term cash flow report, a client may realise that there is a bottleneck and spread out some bill payments by changing the payment dates. It would be great to be able to do this from within the Short-Term Cashflow (on the same screen that the issue is identified) to see the results immediately and the improvement in cash flow.
7 votes -
Timesheets AU - Allow employee's to add notes in 'Total hours worked' earning rate
Inside Xero Me, when you set your Timesheet type to "Start and end times" you can add notes for working days.
It would be great if we could add notes when we have our Timesheet type set to "Total hours worked".
As an employee, not being able to add a note & select an earning type is inconvenient and can cause confusion which leads to slower timesheet approvals
18 votes -
UK Payroll - Option to backdate SMP after a pay increase
Allow users to change weekly SMP amount after a payrise to allow simple updates to extra SMP owing without having to delete all previous payruns back to the maternity leave start date.
3 votes -
Find and Recode - Option to change invoices/bills back to draft
Is it be possible to add a section to 'find and recode' where you change status from approved back to draft? It would really help if hubdoc imports a number of documents incorrectly - tthen the fix can be done on bulk transactions
2 votes -
New invoicing - View Item Code and Tracking columns on saved invoice
Unless I'm missing something, I can't seem to see the Item Code or Tracking Code fields on a saved invoice? They are there in Edit mode, but not when viewing a saved invoice? We don't need to include these columns on the invoice sent to clients, but do need to be able to see them for internal use without having to go into edit mode. Until we can do this, we won't be able to switch to the new invoicing.
5 votesHi team, apologies we haven't updated this idea sooner. Our product team made a change to the approved grid view a fem months ago, where now you'll see Item code and Tracking as separate columns once the invoice is approved to make it easier to review your information. We appreciate your feedback here and sharing through product ideas.
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Projects - Improved reports & data fields for estimating
When developing a quote via Projects, we can add in an estimated cost and then enter a margin to give an estimated expense. However we cannot then retrospectively see what the original supplier cost is and therefore profit expected. Neither does it offer a field to enter who the supplier is. The Project financial reports have a header to show 'estimated cost' but it does not populate this field. The only time a cost is shown is if it is entered as an actual expense.
Ideally we would want to see estimated costs, the margin added and the supplier during…
5 votes -
AU Payroll - Superannuation Authorisation Message - Resend authorisation code
Adding a "Resend authorisation code" link on the approval page for a batch.
Purpose: To make sure authorisation code is sent for an approval, in case the code hasn't been received.
5 votesHey community - we've delivered this idea 🎉
If the nominated authoriser hasn’t received the SMS, you can Resend a new code from within the Pending Approval super batch.
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hubdoc
I wonder if it is possible to implement the following simple change to Hubdoc. Currently, when an invoice is downloaded from Hubdoc, the file name is complied as <supplier name><date><amount>. It would be much better to replace <amount> with an invoice number. It often happens the payment batches are being sent to authorisers outside Xero, so an ability to provide a list of sorted files would be great. It also makes an invoice search outside Xero much easier.
1 vote -
Bank Reconciliation - Add notes and attachments when reconciling
To be able to add notes, to explain why Xero has imported an amount to the feed with a different date to the actual bank statement for example. I have to be able to explain to our accountant why the Xero bak balance is different to the bank statement. It shouldn't do this anyway but it does and I have no way of logging this date error. And add attachments (ie actual bank statements) to a published bank reconciliation, you can upload docs to any transaction but not the actual reconciliation??
3 votes -
Xero mobile app - Take photos of receipts and auto fill data
Allow the Xero app to take photos of receipts at the time of purchase. To reduce the number of steps to get a photo of a receipt attached to a transaction.
Ideally then when reconciling credit card transactions, the receipts will already be in Xero and they would pop up as a suggestion, based on the date of the transaction with the date the photo was taken.
It would also be ideal if you could view the receipt whilst coding, like it does when you are viewing a draft bill to pay.
3 votesHi Lauren, this is possible with the Xero Expenses through the Xero Me app. When you enable receipt analysis, you can take a photo and Xero will pull the detail out of the receipt to enter into the fields of your expense - Find out more on this here.
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AU Payroll - Long Service Leave for Casual Victorian employees
Requirement to have flexibility in how Long Service Leave is recorded for Victoria for casual employees who have taken multiple periods of parental leave and unpaid leave so small business is able to record number of weeks and entitlement due date and be able to accrue the entitlement of .80 weeks per year of service (and have that show on their pay). At the moment we are unable to show the employee the entitlement in weeks - only hours. The hours paid per week will be variable depending on when they take the leave so having this flexibility in Xero…
8 votes -
New invoicing - Permanent Price Update on Invoice
I'd like to suggest a feature enhancement for the invoicing system. When adding new line items from our saved parts catalog, it would be incredibly useful if we could update the price of a product directly on the invoice, and have that new price saved permanently to the in our inventory product code. This way, we can ensure that our part prices are always up-to-date without the need to manually update them in multiple places. This would be really helpful for business that have a lot of different part numbers or product codes from multiple suppliers.
6 votesThanks for sharing, Steven. Not something we have plans for just atm.
Out of interest would you expect existing invoices where you have used this item to be updated with the price as well or only subsequent invoices?
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Reporting - Remove Unrealised Currency Gains opening balance from Gains and Losses report
Foreign Currency Gains and Losses - remove opening balance from P&L account 498
Revaluation of the open positions is calculated from invoice/bill issued date to the report date and it is correct. Not sure where from opening balance are coming and are impacting the P&L balances.2 votes -
Bills to Pay - Feature to save Supplier Statements
Description:
I would like to suggest the incorporation of a new functionality in Xero that allows users to save supplier statements within the system. This feature should not post any transactions to the chart of accounts but instead, save the supplier's name, balance, and date as a memo associated with the statement. This information should be viewable within the supplier's profile.Implementation:
The saved statement details should be accessible in a dedicated section of the supplier's profile, providing a historical record of statement balances on specific dates. Furthermore, these statement details could be utilized in the Aged Payables report,…11 votesHi team, as shared earlier - we made an update to Contacts a little earlier this year so you can now upload and save a Suppliers statement as a file directly to the contacts record in Xero.
It's also possible to add notes within the details when editing a contact which are visible on the right of the contacts record once saved.
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Bills to Pay: Display check information
BILLS TO PAY - Please provide column for at the upper right corner for the check voucher number and check number and check date so it's easy to sort it and for easy tracing.
3 votes -
Branding - Merge field for Credit Terms on Custom DOCX Statements
To allow for the statements in the docx set up to have a field for terms. The due date whilst it prints on the statement it is helpful to the client to see their terms
3 votesHi all, not having any response since my last update we're going to move this idea to delivered. If terms are generally the same you could use Advanced branding and add your payment terms to the docx template as static text so this would be included when sending statements to your customers with that branding applied.
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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
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