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4594 results found
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Remittance Advice - Send from the new Direct Bank Transfer screen
Add a send remittance button once a payment is made via the new Direct Bank Transfer Feature.
I previousley made batch payments via Wise and once the payments went through there was a button to send remittances. This feature is not available when using the new Direct Bank Transfer option. You have to maunally send each remittance advice from the banking screen which is a poor use of time and there is the chance that a remittance advise will be missed or sent twice.
16 votes -
Shopify - Bank Feed for Shopify
Bank Feed for Shopify
I know that there is a Shopify Xero integration but i need a Shopify Xero bank feed only. Is it possible to get one set up?2 votes -
Instagram link
I would love to link the practice to Instagram for clients to find us. I have more followers there than FB. I also get more inquiries from IG.
1 vote -
Multiple filter on Cash coding field
We are require the Date filter under Cash coding option. also Please create a multiple Filter under cash coding field.
1 vote -
Financial reports - Insert blank rows
Insert blank row in customised financial reports to separate different groups..
9 votesHi Karen, could you edit the report to create groups that would show this separation?
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Batch Payments - Add bill date to transaction screen
In the batch payment transaction screen you have the individual supplier name, bill reference, due date and payment amount but it would be helpful to have the bill date as well
1 vote -
Export audit (IAF) files
Our bookkeeper needs an audit file (IAF) to make our annual report. Currently downloading an IAF file is only possible for Singapore clients and not for Xero Global clients. Would be very useful if this would be available for everybody.
1 vote -
AU Payroll - Setting up a Director in payroll
AU Payroll - Setting up a Director in payroll
When setting up an Employee in payroll that is only being paid Directors fees, you're not able to add their info directly in the Employee tab. Instead, you need to add the directors' fees pay item to their pay template, while also setting up a 0 rate in the ordinary earnings rate.
It would be great if you could pull the Directors fees through to the Employee tab, rather than having to create a 0 rate to allow setup.1 vote -
GST period settings - Allow for non-standard periods
When a client changes their GST taxable periods (e.g. 2-monthly to 6-monthly filing) they often need to file a return for a non-standard number of months to align with their balance date (e.g. 4-month GST return). It would be nice to be able to change the GST period settings in Xero to allow for the non-standard GST return to be filed directly from Xero.
3 votes -
Invoicing: Email receipt from within Invoice
At present, using Xero's Invoicing templates, you cannot send a "Receipt" from the Invoice -> Email screen. It prints as "Tax Invoice" with a zero balance. You have to click into the payment applied and send a "Receipt" from there.
If Xero labelled a paid Invoice as a 'Receipt', then surely we could use 'Receipt' templates - as you cannot unless using an advanced docx template with custom coding.
Secondary to that, Email templates - not being able to have a 'Receipt' template means that our "Receipts" go out with Xero's "View Full Invoice and Pay" message at the bottom of the email. The buttons to view online also say "View Invoice".
As nuanced as wording can be, hopefully you can appreciate that the difference between "Invoice" and "Receipt" is quite distinct and this issue causes unnecessary confusion for customers.
At present, using Xero's Invoicing templates, you cannot send a "Receipt" from the Invoice -> Email screen. It prints as "Tax Invoice" with a zero balance. You have to click into the payment applied and send a "Receipt" from there.
If Xero labelled a paid Invoice as a 'Receipt', then surely we could use 'Receipt' templates - as you cannot unless using an advanced docx template with custom coding.
Secondary to that, Email templates - not being able to have a 'Receipt' template means that our "Receipts" go out with Xero's "View Full Invoice and Pay" message at the…
6 votes -
CIS - Email annual statements
At the moment I cannot email end of year CIS statements through Xero to contractors like I can for monthly CIS statements.
It would be very helpful to have this facility as I have to download PDF for EACH contractor (which can be very time consuming) and email individually at year end.
This is a requirement as a CIS main contractor, so should be automated and easier for us to do this. Thanks
9 votes -
Expenses - restrict tracking categories
Currently, all our tracking categories are available to those entering expenses, however, the majority are not relevant to expenses (although they are required for invoicing so we cannot remove them from the list). We would like to be able to chose which items in the categories are available and which are not, just like we are able to with the GL accounts.
1 vote -
Purchase Orders - Make all fields mandatory
Purchase Orders - It would be most helpful when generating a purchase order, that all fields are made compulsory so that people can't save the purchase order until all fields have been completed. Thanks
1 vote -
Xero Files - Flag duplicates in files
I currently use Xero Files to store documents. Most of the documents are PDF's but some are Excel spreadsheets. Unfortunately, Xero Files doesn't recognise duplicate documents so, when uploading to Xero, it's necessary to compare the Xero file with my personal file in order to determine which documents need to be uploaded. It would be good if Xero Files recognised duplicates so all documents could be selected for upload with Xero simply flagging the duplicates with an option to either "skip" or to "skip all".
1 vote -
Sharing Economy Reporting Regime Report (SERR)
The ATO has announced a Sharing Economy Reporting Regime Report (SERR) where all Sharing Economy businesses also known as 'EDP operator' (electronic distribution platform) also known as "Intermediary" are required to report twice a year. When will this Report be prioritised by Xero?
1 vote -
Reporting - Profit and Loss format to show EBITDA
Can we please have a few new GL Account categories so that the P&L can be printed in the standard format to show EBITDA, EBIT, Profit before Tax and Profit after Tax.
Should be a fairly simple addition to the available categories, to add Interest, Depreciation and Tax as categories would enable this.
This could also help with the enhancement of the Cashflow Reports.28 votes -
Batch Email feature for queuing send of invoices
When creating invoices there should be a box that when ticked adds the invoice to an email cue. So that at the end of the day you can send the invoices you made and ticked that day to customers. It's really annoying having the invoices separated into several different sections and then having to go and select each individual customer to then send the emails to.
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…
4 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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Quotes - Create repeating quotes
I note there are repeating (aka recurring) invoices and bills.
I would like repeating quotes as well because every year, we issue a quote to some of our clients for maintenance agreements or hosting agreements. It is basically the same quote every year except that the amounts are adjusted for CPI9 votes -
Banking - Make bank deposits from Undeposited Funds
When we receive checks from customers we record them to Undeposited Funds until they are actually deposited at the bank.
This should be a much simpler process in Xero: show a list of checks waiting to be deposited and let me select the ones to deposit. Xero should print me a deposit slip and record the transfer from Undeposited Funds to the specified bank account.
17 votes
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