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4694 results found
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Invoices - Ability to show recurring invoices within the Contacts page
Be able to see recurring invoices set up for a client on that client's page. So many times I think to myself "I'm pretty sure I set that up, but did I?" and then I have to go and search in the repeating invoice tab. It would be good to be able to see recurring invoices just on the client page.
23 votes -
Chart of Accounts - Add visualisation when adding new account
It would be helpful when setting up new GL accounts in the COA if the screen would populate somewhere (even a drop down would be helpful) with the existing COA so you can see in same screen what’s already there and where your new account would fit logically
1 vote -
NZ Payroll - Invoice for PAYE owed to the IRD
Would be great if, at the end of the month, Xero automatically generated an invoice for PAYE owed to the IRD
2 votes -
Invoice - Set defaults for adding Billable Expenses
When creating a new Invoice and you want to add some billable expenses that you have assigned to the contact in the Bills section, I want to be able to give my clients an itemized bill, the new invoicing option is defaulted to add all items as one line.
We default to all invoices as itemized, Yes I can select this as an option but would like the ability to select the other as the default option.
Maybe Xero could create a custom option cookie that would allow customers to select some default settings that make there Xero work better for them and that cookie could be stored on their computer as well as a cloud file on Xero if they change computers.When creating a new Invoice and you want to add some billable expenses that you have assigned to the contact in the Bills section, I want to be able to give my clients an itemized bill, the new invoicing option is defaulted to add all items as one line.
We default to all invoices as itemized, Yes I can select this as an option but would like the ability to select the other as the default option.
Maybe Xero could create a custom option cookie that would allow customers to select some default settings that make there Xero work better…2 votes -
AU Payroll - Leave liability reporting
We cannot see/create leave liability in our reports and/or our balance sheet.
I wonder how a true business value is going to be shown on balance sheet without this liability.To be frank and honest, it is not an idea, but quite basic necessity.
80 votes -
Add the Project Name to the Receivable Invoice Detail report
Add the Project Name to the Receivable Invoice Detail report
2 votes -
Projects - Add a Customer Sales Order to the Project
Xero Projects - have the ability to add a Customer Sales Order to the Project, and this defaults on the Invoice Reference field when we invoice the project at the end of each month.
2 votes -
Pricing Plans - Option for a more basic version of Xero
We signed up several years ago, and were really happy with the software as it was. Now we keep update after update, and price rise after price rise. Our cost has now doubled in 5 years. I know there's fancy "features" added to it now, but I don't need them. All I want is the version from a couple of years ago. Accounting, payroll for 5, Classic invoicing, old style reports, old style bills page, old style contacts, no cashflow analytics.
Why not just make the older version available as a basic package for say £25 a month. No fancy bells and whistles. Just basic, and easy. Then the people who want the bells and whistles can pay more for them.
We signed up several years ago, and were really happy with the software as it was. Now we keep update after update, and price rise after price rise. Our cost has now doubled in 5 years. I know there's fancy "features" added to it now, but I don't need them. All I want is the version from a couple of years ago. Accounting, payroll for 5, Classic invoicing, old style reports, old style bills page, old style contacts, no cashflow analytics.
Why not just make the older version available as a basic package for say £25 a month. No…
7 votes -
2 factor stripe
Activating a bank 2-Steps-Verification process or bank one-time pin when processing payments using stripe integration.
1 vote -
New invoicing - Calendar to remain stagnant when moving through months
When you open the calendar to input a date (e.g., expense claims), the calendar box changes shape/moves around when you click the arrow to go back over previous months because the number of days in each month varies. The calendar shouldn't move around because you must keep repositioning the cursor to find the arrow again.
As someone mentioned in another comment, allow the ability to use the mouse scroll to go back and forth.
3 votes -
Fixed assets: Capital Works Depreciation Schedules
We need more flexibility in depreciation schedules to add Second Hand Capital Works Assets for rental properties.
When you buy a second hand rental property, the capital allowances available under Div 43 needs to be calculated on the original cost, however, the total amount remaining to be claimed will be less than this original amount. Fixed Assets in Xero does not currently allow for this. We need to calculate the depreciation on a straight line basis based on the original cost, not what we paid for it and we need to be able to include an opening written down value, even though it was acquired in the current year.For example: client buys a 20 year old house as a rental property on 1 October 2022. The original capital works cost $100,000, however, only $50,000 is remaining to be claimed over the remaining 20 years at 2.5% on the original cost, (i.e. $1,875 in the first part year and then $2,500 per year thereafter.) If we register the asset as a new asset purchased this year, Xero does not allow us to put in an accumulated depreciation amount of $50,000.
We need more flexibility in depreciation schedules to add Second Hand Capital Works Assets for rental properties.
When you buy a second hand rental property, the capital allowances available under Div 43 needs to be calculated on the original cost, however, the total amount remaining to be claimed will be less than this original amount. Fixed Assets in Xero does not currently allow for this. We need to calculate the depreciation on a straight line basis based on the original cost, not what we paid for it and we need to be able to include an opening written down value,…6 votes -
New Invoicing - After adding payment, return to the same invoice, not the Sales Overview
Currently after adding a payment, the page goes to the Sales Overview - Invoices. It would be good if (possibly just as an option) it returned to the actual invoice I was adding a payment to.
13 votes -
Batch Payments - Use to make part payments for bills
Bill Payments - be able to create a make payment for a set amount which is a part payment of a supplier statement and send remittance for a part payment for multiple bills on a statement
Client/business receives multiple bills from supplier, and pays 30 days after end of the month, they may want to pay installments of say $5,000 off the statement which will be applied against multiple bills including a part payment. At the moment there is no way to create this payment and send a remittance to the supplier, we have to wait until the payment appears in the bank feed to reconcile against the bills. We should be able to stipulate an amount of the payment when creating batch payments.
Bill Payments - be able to create a make payment for a set amount which is a part payment of a supplier statement and send remittance for a part payment for multiple bills on a statement
Client/business receives multiple bills from supplier, and pays 30 days after end of the month, they may want to pay installments of say $5,000 off the statement which will be applied against multiple bills including a part payment. At the moment there is no way to create this payment and send a remittance to the supplier, we have to wait until the payment appears…
2 votes -
Contacts - Activity - Invoices - Description
When you view invoices under activity within a contact it would be immensely helpful to see the description of the invoice as a column because it is very complicated and frustrating to have to open each invoice under a contact before finding the one you are looking for.
2 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 -
Invoicing - Longer Reference field
It would be better is the invoice reference could allow for input of longer names, without scrolling, so it's all on one line on the invoice.
Currently, the invoice number character length and the invoice reference character length are the same, which seems odd, as usually the invoice number is just a few characters, but the invoice reference can be long (project name, case name etc)13 votes -
Products and Services - Add "In committed quotes" and "Quantity on order" to the columns in the main page & reports
This will allow a more accurate look on the stocks pre-ordered as well as incoming stocks. Instead of having to click each item to see it.
Even in the reports, it's great to see it so we can just generate a quick report about it.
2 votes -
Projects | Quotes - Add project title to reference field
I think the idea of Xero Projects is great. However, it requires a lot of hand-holding and reentering information to go through a project life cycle.
Here are my top 10 improvements I think would make a FAR smoother experience.
Pull through items quoted into the project as tasks once 'started'. This should be a bare minimum. At the moment tasks have to be manually added to any project.
Push the project title into the reference tag so it displays in the Xero invoice list (otherwise there is no high-level description of what the job is for an invoice). Or have Xero display the project title—this would be better.
Pull through the project name to the invoice (like the quotes do) so that the invoices have some reference. The title idea above would be a workaround for this same issue.
Seeing as you have to manually add the tasks to the project, and there is no way to add a description to the task at this stage, it would be good if the tasks used the default descriptions already added to Xero when creating an invoice. Currently, I have to delete the tasks and re-add them to generate the default descriptions.
Have a timer displayed in the browser tab (like Toggl does) for easy time checking.
Display the time for tasks using a consistent unit of measure ie 0:43m (not 71.76—whatever that is?) let's just stick with minutes for time stuff, eh?
Add a nice and simple way to 'close' a project (like the 'start project' from draft. (not buried in the ellipsis). This has a 'feel good' element to it, completing a task. Asana does this with a lot of flair when you tick off a task.
Have a more digestible report showing how many hours per staff were worked per day. (Toggl does this well.)
Increase Xero logout time to a day. Having to relog-in multiple times a day is frustrating.
I think the idea of Xero Projects is great. However, it requires a lot of hand-holding and reentering information to go through a project life cycle.
Here are my top 10 improvements I think would make a FAR smoother experience.
Pull through items quoted into the project as tasks once 'started'. This should be a bare minimum. At the moment tasks have to be manually added to any project.
Push the project title into the reference tag so it displays in the Xero invoice list (otherwise there is no high-level description of what the job is for an invoice). Or…
3 votesThat's a few points you've listed, Nicholas. Sorry it's taken a while to respond to you here, and do appreciate the feedback.
It's best for each point you've raised to be recorded as separate ideas so the community know what they're voting for, we can get a clear sense of interest in what customers are wanting to see, and we can keep you updated if a particular idea progresses.
We have a few ideas that have been started and appear to relate to things you'd like to see too, I've adjusted the title of your idea here to represent your point on adding the project title to the Quote reference but for the others I'd recommend starting new ideas for each of these so we can start to track the interest from the community.
- Projects | Connect Quotes and Deposits
- Projects - Keep timer on all pages
- Projects | Task Invoice - Show detail of time associated to task
- Login - extend login time (As you'll see from my last update on the idea this isn't something we have intentions of changing, However you may find the detail I've shared in the update useful to understand why)
That's a few points you've listed, Nicholas. Sorry it's taken a while to respond to you here, and do appreciate the feedback.
It's best for each point you've raised to be recorded as separate ideas so the community know what they're voting for, we can get a clear sense of interest in what customers are wanting to see, and we can keep you updated if a particular idea progresses.
We have a few ideas that have been started and appear to relate to things you'd like to see too, I've adjusted the title of your idea here to represent your point on adding the project title to the Quote reference but for the others I'd recommend starting new ideas for each of these so we can start to track the interest from the community.
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GST Audit Report - Page number to appear at top and bottom of screen
GST Audit Report Page number selection to also appear at the top of the screen as well as the bottom of the screen. This would be beneficial to the user so they do not have to scroll down to the bottom of the screen to select what page they wish to review/go to. saving time for the end-user.
7 votes -
Xero Me - Live Timesheet Entry
Live timesheet entries will be awesome, instead of having to wait a whole fortnight to check entries from Xero Me(only when submitted), we can check them daily or on a regular basis.
6 votes
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