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4904 results found
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Batch payments - Print Receipts
The ability to print receipts for batch payments is desperately needed.
Currently there is no way to print a receipt for batch payments. There is only the ability to email receipts or print deposit summary. Deposit summaries do not contain the level of detail that a receipt does.
Currently, to print receipts for payments recorded in a batch deposits you have to email the receipt to yourself first. The problem with this is, when you enter your email address in the blank field it then automatically updates the customers contact details with your email address, so you have to then go to there contact page to delete the email address. This process is very time consuming.
Please add a dropdown box for receipts with the option to print or email them. Alternatively, add a separate button to print receipts.
The ability to print receipts for batch payments is desperately needed.
Currently there is no way to print a receipt for batch payments. There is only the ability to email receipts or print deposit summary. Deposit summaries do not contain the level of detail that a receipt does.
Currently, to print receipts for payments recorded in a batch deposits you have to email the receipt to yourself first. The problem with this is, when you enter your email address in the blank field it then automatically updates the customers contact details with your email address, so you have…
4 votesThanks for your idea here, Laurie. Appreciate the detail in your post and why you'd like to see this.
Its not something we have direct plans for atm, but we'll continue to track the interest here and share any updates.
While not the ideal solution, for the time being to avoid updating your contacts record when you click send receipt from a batch payment, you could uncheck the recipients but have the option to 'Send me a copy' checked.
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Brand Templates - Interactive
Ability to create invoice templates interactively via Xero rather than through a word (.Docx) file.
This would allow ease when creating invoice templates for myself as well as clients
3 votes -
Reports - Option to export as CSV
Currently all reports can be Exported to PDF, Excel or Googlesheet. Please add an option to export to CSV. This file would not have report headings, just column headings.
When exported data is to be imported into another system it is time wasting to have to remove the heading lines and convert the file to csv.
Seeing that Xero requires all it's import files to be in csv, it's odd that this is not an option for the reporting side of things.7 votes -
Aged Receivables - Include credit limit
We would like to see the credit limits included in the Aged Receivables Details, as well as in the Summary. This way, when we are working with detailed reports, it will be easy to see if a customer has exceeded their limit without having to run a separate report.
The amount could be placed as an extra column on the total amount of each client in the report.10 votes -
New invoicing - Increase size of item code display
The item code on the New invoicing shows much smaller that it was on the Classic Invoicing. Example attached shows how much harder it is to read. Can this be enlarged?
5 votes -
Direct Bill Payments - Review previous payment runs
Whilst being able to set-up a payment run directly within Xero is great and saves time, it can be tedious and difficult when trying to reconcile it on the bank.
There are two things Xero should add:
There is seemingly no way in the bills screen to review previous payment runs. Something that at least would make it easier to check back at what was included in that payment.
It should also put all payments from one payment run as one batch payment in the bank rec screen. Otherwise no time at all is saved in reconciliation as you still need to go back through the find and match options.
Whilst being able to set-up a payment run directly within Xero is great and saves time, it can be tedious and difficult when trying to reconcile it on the bank.
There are two things Xero should add:
There is seemingly no way in the bills screen to review previous payment runs. Something that at least would make it easier to check back at what was included in that payment.
It should also put all payments from one payment run as one batch payment in the bank rec screen. Otherwise no time at all is saved in reconciliation as you still…
2 votes -
Bill payments - Support Co-Operative bank
Currently the bill payments from Xero option does not support the Co-operative Bank (business). I would like this to be extended to the co-operative as soon as possible. The co-op bank tells me that they support token.io - can you consider supporting this?
2 votes -
Xero Expenses - Ability to Add Item Code
It is essential to be able to add an Item code along with the Account on the expense claim. We are tracking item codes and reporting them to our management.
2 votes -
Invoices/Quotes - Customise link to view online, rather than showing the full URL
It would be great if you could customise what text is displayed with placeholders on the client end, for example, for the [online quote/invoice link] options, I'd rather they could be displayed simply the other end, instead of the long web link which looks a bit spammy...ie 'please access your quote here' - and it's 'here' that links - as a normal hyperlink would
3 votes -
AU Payroll - Warning or prevent adding second SGC line to a pay template
When adding second line items in super. If (I did this so I know it is easy) you add a second SGC line for a fixed amount as well as a statutory amount it would be great if xero asked a warning question 'are you sure you want to add a second SGC contribution. OR if just isn't allowed. My understanding is a employer additional contribution would be the correct line item if employer and salary sacrificing if employee (pre or post tax). This will avoid an accidental overpayment of SGC.
1 voteWe appreciate you reaching out regarding adding a second SGC line on a pay template.
We've reviewed your idea and have now made it available for other members to vote or add their support to the idea. We'll keep you updated on the idea's progress.
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Bank Accounts | Account Transaction - show related account codes
It would make a quick check of allocations so much easier if the dashboard for bank accounts allowed you to customise the "account transaction screen" so you could toggle between options like you can under reports - account transactions. By enabling account codes to show in the "cash book side" would help us identify misallocations so much quicker and the data is there ...
3 votes -
Products and services - View average cost as a column
Products & Servicesw - Add Avergae Cost Column
Suggestion - Add the option to show and hide the average cost of a product.
3 votes -
BAS - Add a GST calculation worksheet
Please include a "GST Calculation Worksheet" in the Activity Statement report for the new BAS experience based on the same format of the GST Calculation Worksheet which is included with the previous BAS experience.
29 votesAppreciate the feedback on the use you found with the previous worksheet.
With the newer BAS while there is no GST calculation worksheet, you can run a Custom Date report to get YTD figures, which can be accessed through the Activity Statement dashboard.
Being open we don't have plans of adding the worksheet to the new BAS report at this stage, however we'll continue to get a sense of interest on this here and share if there's any change.
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New Invoicing - Move the "add last items" option
Move the "add last items" in the invoicing screen. Half the time the Billable items button comes up first in its place, but then moves to a lower point on the screen. The problem is if you click on it before it moves to the lower point on screen or just as it does, you end up with the last invoiced items on the invoice that you don't want.
3 votes -
Invoicing - Adding Direct Debit tab to columns in Awaiting Payment
It would be really useful to be able to have a column in the 'awaiting payment' section where you can mark the group (i.e. Direct Debit) so when you're setting up Telleroo payments / batch payments, you can easily see which one's are Direct Debit suppliers without either running a payables report or clicking into the supplier to see which group they belong to
19 votes -
Payroll (NZ & AU) | Timesheet - Show Ordinary Hours & Leave
When approving timesheets it would be ideal to have separate lines underneath Ordinary Hours with Leave requested, on which days and hour amounts and to be able to approve there instead of having to go to a different screen.
Can be hard to double check and remember correct days the leave was taken and also to ensure daily and weekly hours are met.
*Simple layout idea attached
15 votes -
AU Payroll - Superannuation - Salary Sacrifice warning when an employee reaches 75 yrs of age
Add a warning feature to Xero, when a employee has (or will have) reached 75 years of age and is no longer allowed to salary sacrifice into their superannuation.
1 voteWe appreciate you reaching out to suggest adding a warning for salary sacrifice super contributions when an employee turns 75.
We've reviewed your idea and have made it available for other members to vote to show their support for the change. We'll keep you updated!
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AU Payroll - Notifications for leave and timesheets
For the payroll drop tap it would be good if we could have notification numbers next to say leave request and timesheets. Like the notifications of expenses.
This helps to keep track on all leave submissions and what's approved.1 voteThanks for sharing your idea regarding notifications markers for leave and timesheets, much appreciated!
We've reviewed your idea and now it's up to the community to get behind and support it. Other members will now be able to review, vote for it and share additional detail about how your idea could improve their experience with Xero.
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New invoicing - Simplify process for allocating Credit
When the Allocate Amount pops up to allow for Pre-Payments to be allocated to an Invoice, I find I am going between Mouse, Tab, Numeric repeatedly. We have a large number of Clients who pay weekly and build up a number of Pre-Payments. It would be a lot easier to just use the mouse. Allow for a Double Click in the box containing what is available, or Double Click in the amount allocated, or something - but there has to be a simpler method.
3 votes -
Fixed assets - Pooling assets for NZ version
Fixed Assets - Tax Pooling Depreciation. Australia has a feature to put assets into pools and calculate depreciation. This would be very useful in NZ
5 votes
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