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2029 results found
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Xero Projects - Charge out Rates by staff member not by Task
It seems like a ridiculous hack to have to duplicate tasks for various staff members or charge out rates. eg TASK1(apprentice), TASK1(trade assistant), TASK1(Tradesman)...TASK2(apprentice) ...and so on.
The inability to organise 'tasks' into groups/ headings within a project is another obvious flaw and means that 'tasks' could functionally only really be used as 'major cost centres' rather than granular tasks, but even at a very top level breakdown, having those 'tasks' would get unwieldy very quickly.
I know that Xero Projects is a light weight add on, but that is also part of its appeal. So many other offerings eg.…
48 votes -
Xero Accounting app - Ability to enter negative lines in an invoice
I would like for there to be the option to add a minus figure into a sales invoice in the Xero App - the same as the browser version.
24 votes -
Short term cashflow - Option to include payroll
Very simply, short term cashflow does not include a range of items the biggest and most important of which is payroll. I think if you are selling this feature you should be very wary of the need for a disclaimer if the feature fails to be accurate, and decisions could be made on false information if for example the biggest expense item being wages is not included.
Granted it should be something people take great care when making financial decisions and should note the issue, many don't have great financial literacy which is part of why xero was created in…
17 votesThanks for your feedback here, everyone. To confirm, if you're using Xero Analytics Plus the dashboard can predict payroll expenses if they’re reconciled as spend money transactions or bills, and are regular in amount and frequency. To manually include payroll expenses, add them as upcoming money out transactions.
We don't have any planned changes for how these type of transactions are represented in Short term cashflows in the near term. If there are any updates made we'll share this with you here.
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Payment services - Auto Calculate Credit Card Fee or online payment fee and show on Invoice
To make the credit card fee or online payment fee visible in the invoice.
Purpose: Vendor/customer will be able to see how much exactly they’re being charged.
34 votesThanks everyone, we understand the interest for being able to pass on credit card and payment service fees to your customers.
Atm, as some of you have noted - if you're using or set up Stripe as a payment service for your organisation you'll have the ability to pass processing fees onto your customers. This'll be included in the Invoice total when the customer clicks on the Pay now button in your invoice - you can read up on and follow steps on this here.
- You can also use an advanced invoice template to show this on the invoice to your customer.
Outside this service, while not automated there are ways to represent and pass on fees to your customers;
- Add detail to your invoice payment terms so this is clear to your customer
- If there is a default fee that'd be charged you might like to set this up…
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Spend Money - Add multiple lines
Would be good to have in Spend Money option to insert multiple lines like in Bills & Invoices
4 votes -
Quotes - Send quotes by WhatsApp
As with invoices could you add this function to quotes as well to make things easier
4 votes -
Bills - Attachment files in overview instead of opening bills
We enter bulk bills into the system and can only attached a copy of the invoice after authorised. To upload these signed invoices are time consuming having to open each bill and then drag or attached the copy invoice.
It would save us so much time if these invoices could be attached directly to the bills in purchase overview instead of having to open every bill.4 votesHi team, appreciate it's been a while since this was first raised here. Recently we released some changes to the list view of bills where you can now 'Quick view' your bills from the list view without having to open each individually.
You'll find by clicking on the eye icon in the list it'll open up a side view of the bill where you can also add attachments 😊
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User roles - Restrict Users from updating contact details
Restrict users from updating contact details. updating contact details, address and attention field, updates all invoices/bills previously posted for the contact. Not all users should be able to do this function.
6 votes -
Contact | Branding to be applied for all transaction types
Ensure that the branding theme that is assigned to a customer is used to send POs, statements, credit notes, quotes etc ... not just invoices.
5 votes -
UK Payroll - Combined report for CIS deducted and suffered
Can we have both CIS deducted by clients and CIS that we deduct from sub-contractors on the P32 report. I use the P32 to tell me what I need to pay across to HMRC but then have to do a separate calculation for CIS that I've deducted from subbies. The way Xero handles CIS deductions from sales invoices is difficult enough already!
11 votes -
Invoicing - Show attachment option at the top of the page
The button to view attachments was at the top of the page in classic invoicing but is at the bottom in new invoicing. Our sales transactions are imported from our point of sales software via API. Every sales invoice has an attachment and we now have to pointlessly scroll down to the bottom of every invoice before we can view the underlying report. Please put the attachment button back in an accessible place!
16 votes -
Invoice reminder - Show the list of those contacts that have reminders turned off
Currently there is no easy way to review the on/off status of invoice reminders for Customer unless they have an outstanding balance, and even then this is only on screen and not exportable, so either a way to filter the Customer list for those which have invoice reminders turned off, or just a report that can be run with a column for the reminders status (on/off and number of reminder sent) would be useful for better credit control review.
28 votesHey team, thanks for sharing how we can improve Invoice reminders and make these more powerful for use in your business.
Our product team has kicked off some research around Invoice reminders. It'd be great to get your input - We've got a quick form here where you can sign up to be part of the process.
As we do our research, the team might reach out with surveys or even chat with some of you directly. We'd be super grateful for your involvement in shaping the future of Invoice Reminders at Xero!
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Projects - Drag and drop feature for assigning expenses
I would love to group select untracked expenses in Projects then drag and drop them into their expense category
If the untracked expense could sit in one column and the expense category in another that would be amazing so you can easily reference the category then drop accross from column to column
4 votes -
Invoicing - Increase the character limit for terms on quotes using Standard-type branding themes
Increase the character limit for invoice and quote terms for the standard invoice template.
Currently the limit is 1000 characters and that is not enough. Please please look into this! It is so important to be able to have terms in the body of the invoice and very useful to be able to use the terms section for this.21 votes -
New invoicing | Files - support .eml file type
The Classic Invoicing allows .eml (downloaded emails) to drag and drop into invoices from downloads. The new invoicing DOES NOT allow this. Please reinstate this function to the new invoicing as it is an essential part of loading invoices (uploading (drag & drop) downloaded emails providing instructions and authorization evidence for auditors). Kelly, please confirm that this function will be continued in the new invoicing. Thank you.
1 voteAppreciate you highlighting this, Gemma - Understand what you mean with the .eml file upload within new invoicing.
I see you recently connected with our specialists at Xero Support on this who directed you here, however this would be best for us to investigate deeper with you. I've re-opened your case and our team will be in touch directly soon so we can get more insight into this one.
So, while I'll move the idea here to Not planned we're definitely interested to explore this further but best done 1-on-1. 🙂 Thanks
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Bank reconciliation - Automated Reconciliation Using Client Account Number
Xero should automatically recognise a Xero client account number in any bank transfer and allocate those funds to existing invoices in that client's account. This should either just occur automatically when a client payment matches the total on their statement, or alternatively, any payment should simply be allocated to the client's oldest invoices.
Currently, when customers pay us for invoices that we have sent them, we search for their name in the “Match” function during the bank feed reconciliation. We then select the invoice(s) that match each payment and reconcile these.
There are two major problems with this workflow:
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5 votes -
new invoicing
New invoicing has to go, it is aboslute rubbish and does not work, The new reporting si so bad and hard to work along with the latest change I will likely leave. And no one at xero wants to talk to you, and one reply i saw was basically gaslighting every one into a tough ti..ies it is changing. keep old invoices, and work on weaknesses like inventory for small businesses.
2 votesSorry to hear you're not liking some of our changes in Xero, Fiona. I've made sure to share your feedback here with the team but want to be honest that we will be retiring classic invoicing in September and we will move the idea here to not planned. However, that said we are committed to continuing to build on new invoicing.
I understand you've seen some of our responses elsewhere and as you may have seen some of the ideas on the site that relate to changes that you'd like to see I encourage you add your vote and join these for any updates. If there's not an existing idea for a particular change you'd like to see please do add it, our product team are taking on board all feedback we're receiving on this.
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Projects - Ability to assign expenses to individual tasks
It would be great to have a way of linking expenses on a project to an individual task so your invoices and quotes are much more streamlined and broken down into the tasks (especially when working on larger projects with many tasks and expenses)
Something along the line of:
when entering an estimated expense/expense into the project as well as having all the current tabs, having a another tab to 'assign to task' . When generating a quote/invoice you will then only have the task name and it will have combined the hours and materials listed.14 votes -
Bank Feeds - Square bank feed integration
Please please please Xero can you work on a proper Square bank feed integration so we don't have to keep using Amaka or other 3rd party connection apps!!!
Why can't we connect Square as a bank account with a feed similar to Stripe?!?! We are in 2024, square has been around for 15years!!I have so many issues with Square! And it is one of the most widely used payment processors!
A recent example -
A client has a coffee van and uses it to take payments for cups of coffee. I had to setup the Amaka integration so that…27 votesHi everyone, thanks for sharing your feedback on a direct bank feed for Square. We understand that using a third-party integration isn't always seamless and that a direct feed, like the one for Stripe, would make life easier when reconciling your payments.
As noted by others here, the current solution is to connect an app from the Xero App Store to bring your Square transactions into Xero, or you can continue to manually import these.
Right now, building a direct bank feed for Square isn’t in our plans. We're continuing to monitor the interest in this idea, so please keep adding your votes and comments as it helps us see the demand.
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New invoicing - Ability to cancel out of draft sales invoice
Cancel a Draft Invoice from Invoice Screen (rather than delete which loses the invoice number). Another user made this same suggestion and the Xero response was to hit the delete button and they then closed down the comments/voting option. However, her point was that if you cancel out of the invoice then the invoice number you cancelled out of is still usable, whereas hitting delete means the invoice number is no longer usable. Why has the cancel button been completely removed and only the delete function is now there.
8 votesAppreciate you raising this again, Tom. While it's possible to Delete a draft invoice as new invoicing has autosave built in it's not possible to just cancel out without saving once a contact has been entered.
We'll keep track of the specific interest for this here, and I have merged the original idea that was created around this in with this one.
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