4773 results found
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Billable Expenses - Assign to repeating invoices
I want to assign the customer to repeating invoices like software subscriptions that we pay for our clients. I have those bills in as repeating invoices but I have to assign the customer to them every month. It would be nice to be able to assign the customer on the repeating invoice and save that time each month.
3 votes -
Credit Card charge report
Allow Xero user to add additional columns to "Transaction report" so that a report can be sent to each credit card holder in the business confriming where the items on their statement were coded in Xero. This report would accompany their credit card statement each month.
It proactively ensures coding and subsequent department, management and board reporting is correct. This saves time, effort and unnecessary republishing of reports.
(This request came about after assistance from Xero Support)
Colums needed are: Related Account and $ value in that account1 vote -
Inventory - Add a Location and use on Packing Slips
Inventory - We are considering switching to Xero from Sage50, but have come across the issue of not being able to add an inventory item's "Bin Location" to the packing slip. We could include the bin location in the description of the item, but we don't want this to appear on the customer invoice. We only want the item's location to appear on the Packing Slip for the warehouse operatives to locate the items easily.
5 votes -
UK Payroll - Show warning when a pay run which includes employee(s) leaving date is reverted to draft.
We have a 2 year old issue where we changed an employee end date then reverted a payrun. HMRC has not recognised the revertion or that the resubmission is the same data so we have a duplicate that we haven't been able to sort out.
To avoid this pain for others, could there be a pop-up warning if someone tries to revert (or otherwise change) a payrun where an included employee has an end date set? Or if the end date has been changed? The details of how it works can be as is easiest to implement.
See case CX0012556638…4 votes -
bridging letter soc2
We require a bridging letter to the SOC Type 2 report to cover the period 1 November 2023 to 30 June 2024 for audit purposes. When querying Support I was referred back to the generic link to download the above report. How do I obtain a bridging letter for the remaining period?
1 vote -
Hubdoc - Add an Audit Trail
HubDoc - Audit Trail
We desperately need an audit trail for documents in HubDoc. We need to know who viewed a document when, who published when, who archived it and when, etc.
9 votes -
New Invoicing - Change pop up location for message "default contacts have been applied"
Please change the location of the pop up message "default contacts have been applied". When creating a new invoice, the pop up message appears in the bottom left, but I'm trying to look at my contact info and enter data. The pop up box lingers too long and covers the information I need to enter, interfering with the data entry! This is frustrating every time when creating multiple invoices and I have to "x" the pop up message away each time, which then causes extra steps and takes longer. Data entry is all about efficiency and less steps/clicks..you have created…
1 vote -
AU Payroll - Specify leave approver
Ability to specify a set approver for a specific employee for when they submit leave requests.
Employees who are nominated as a leave approver should only be able to approve leave for the specific employees who have them nominated as their approver.
Alternatively, employees who have the "Authorised to Approve Leave" checkbox ticked should only be able to approve leave by employees in the same Employee Group.
Only payroll admins should be able to approve leave for all employees.
293 votes -
Xero Accounting app - Ability to switch between organisations when using different email address
Ability to switch between organisations on the Xero phone app. I presently work for several businesses and upload receipts/invoices as go. I presently would need to login and out to be able to do this as I have different email accounts for some of the businesses I work for. I am told that I can only do this if I use the same email account across all clients, this is not possible with in house email accounts.
6 votes -
AU Payroll - Add a separate lock date for payroll
AUSTRALIA PAYROLL - Can we PLEASE have a separate Lock Date for Payroll. I have had many incidents where I have prepared an Activity Statement ( PAYG), and the client reverts a pay run to draft, makes a change AFTER THE ENDOF MONTH AND IAS CREATION, and then we have to re-calculate and re-submit IAS for signature.
The lock date is unable to be added as the ACCOUNTS are still being reconciled, but the payroll is complete.
This will also be extremely helpful at EOFY.
3 votes -
Invoicing - Remove UTM tracking parameter from online invoice links
At present when you create an invoice and then use the triple dot menu and "get Link" option you are presented with a overlay which gives you the Invoice link that you can give to the customer. But this link includes an extra querystring parameter utm_source - I want a setting that stops this being added to any links.
The links currently look like this:
https://in.xero.com/XXXXXXXXXX?utm_source=newInvoicingGetLinkButtonAnd I want them to look like this:
https://in.xero.com/XXXXXXXXXXThey are long and ugly looking with the UTM parameter and current I have to remove this manually from every link. I also think adding…
5 votes -
Repeating Invoices - Copy option
Repeating Invoices - ability to copy existing repeating invoice.
Reasons:
- Temporary Discount rewards (Scenario 1 below)
- Previously agreed future price changes
- Similar fee package for another client on a recurring basisScenario 1
- Client signs an ongoing recurring contract Monthly Fee = $1,000 (for illustration purposes):
- Client sends us a referral, so we discount their fee 10% for the next 4 months (update current recurring amount to $900)
- After 4 months client's fee will return to the previously agreed amount (create brand new recurring invoice, keying all the same information in, but removing the…11 votes -
Invoice payments - Email notification when payment received
When a payment is made into the business account an email notifcation is sent automatically.
15 votes -
Account transactions report - Show description of transaction line
Account Transactions Report
It doesn't make sense that you can separately select the 'Contact' column and the 'Description' column, but that the 'Contact' details show in the 'Description' column.
It feels like the 'Description' column in the Account Transactions report is wrongly pointing to the 'Contact' data!
If the 'Description' detail is not available in the Account Transactions report, this column should be withdrawn from the options available for selection.
It would be great to get this issue fixed.
113 votesThank you for your engagement on this idea. To help explain a little on how this works in the Account Transactions(AT) report - what shows in the Description field when running the report is dependent on the type of account you're running the report for.
For example, when running the AT report for a bank account, transactions will show the Contact name in the Description field. This is because the detail that is entered on each description line in the body of a transaction relates to the account the line item is coded to.
To see the detail, you'll need to run the report for the account code, not the bank account. This is also how the report works for some other accounts such as the system sales tax account, Account Receivable, and Accounts Payable.
If you're trying to find the account a bank transaction or system account line has…
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mileage claims by person by period for HMRC P11D
Report required to summarise mileage claims by person over a period of time
HMRC require P11D reporting on company mileage claimed for each individual each tax year as a benefit in kind. We enter mileage claims through the expenses system, the dates and the miles, Why can't we have a report that will summarise by person the number of miles claimed in each tax period. We do not use the Xero payroll, as this is processed by an external bureau.
We need a simple report please.1 vote -
UK Payroll - Payroll specific tracking
Why can't the payroll be separate to Xero? I can't allocate Employee Groups because I've already got two tracking categories in use!
2 votes -
Batch Payment - Allow the "Reference" field in bill payments to overwrite the reference field in the batch payments file
Currently when creating a batch payment, the bank payment details fields (Particulars / code / reference) are all drawn from the payee's Xero contact details page.
payment of some bills require an invoice number in the bank payment reference field (rather than just an account number), and this also helps to track which invoices are paid for companies with frequent / varied billing + auditing bank transaction list records.
It would be great if either:
a) For a specific bill, Xero reads the invoice number and places this into the "reference field" within the bill payments screen (usually works) AND…2 votes -
Manual Journals - Formulas in Journal Entries
Allow journal entry fields to have a formula or calculation. it would be much easier when doing manual journal entries.
2 votesHi Josue, Xero has an inbuilt calculator that enables you to enter simple formulas that'll auto calculate when you move the cursor to the next field.
Does this accomplish what you're in need of here?
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Invoice - Edit invoice without removing the payment
Ability to edit invoice without having to remove and redo all payments on that invoice
27 votes -
Please bring back the ability to send a remittance to those companies that were paid.
Please bring back the ability to send a Remittance Advice to those companies that were paid.
1 voteHi Barbara, trying to better understand your idea as it's currently possible to send a remittance for bills paid. We have some help on how to do this in Xero Central.
Can you give a bit more detail of what you're in need of here?
- Don't see your idea?