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4725 results found
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Creating budget in petrol service station business
I'm in a petrol service station business and would like to create a budget using litres sold/purchased as petrol prices fluctuate monthly.
1 vote -
AU Payroll - Automatically accrue leave on additional pay items
Have the option to accrue leave on other pay items. ie. Saturday rate has to be set up with its own rate per employee as each employee is on their own rate for Saturday and isn't a "mutplication of the ordinary rate". This also needs leave to accrue on it.
Spoken to Xero adviser and they don't have a set up for this yet.31 votes -
Subscriptions / Billing - Report on dormant organisations that are being paid for
In regard to client monthly charges being oncosted via billing, would it be possible for you to run a report of any other files that are dormant. Files that are being paid for and not used?
2 votes -
Statements screen - Add invoice number
When showing a list of statements to send (from Business - Invoices - Send Statements) from Send Statements, can the invoice number be shown on the screen so sorting can be done on invoice number. Also the date of the invoice would be handy as well to give an idea of when first looking at the front screen as to how old they are. It would make choosing and sending quicker and more efficient.
2 votes -
NZ Payroll - Payday filing email reminder
NZ Pay Day Filing Reminder
To avoid missing the pay day filing requirement of two days within pay day, where an email reminder notification would be handy to pick up when a pay run has not been posted to the IRD, or if it were to be showing as an error, as the IRD penalty for missing this timing is steep.
4 votes -
Tracking - Increase tracking options limit
Hi there, we have been using tracking options for our projects and we have now reached the maximum number and reached the limit for it, but we don't want to delete the previous projects<. Just want to know, if we can increase options limit to numbers. Thank you.
Limin Kaka Luo
Thee Group27 votes -
Find & Recode - Use with inventory Item Codes in invoices and bills
It would be good if we have an option to recode item codes in bulk within invoices or bills using fine and recode option
3 votes -
Projects - Increase maximum amount of digits allowed for Estimated Expense fields
Restricted to entering 9 digits before the decimal place in estimated expense unit price/total fields.
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 -
Salary - restrict access to view salary entries
Stop staff viewing salary information via the contact or the account code, this is a MASSIVE problem and is costing real money right now. I am sure we are not the only business for whom this is a huge problem!
1 voteHi Damien, we'll need a bit more information on your workflow to best understand your needs here, and this would be best raised with our support team directly as a start.
It doesn't look like you've been in touch with our specialists at Xero Support yet, so I'd recommend raising a case with them through Xero Central where they'll be able to get more detail of your processes and if there's any recommendations they can make to help you to censor sensitive information from your staff.
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Bills - AI reconciliation of supplier statements
AI automated Supplier Statement Reconciliation! To allow business to match the invoices in their bills to pay with the invoices shown on their suppliers statements to ensure none are missing and everyone is paid on time without delays. We are currently looking to outsource to external parties not related to xero to do this so it is possible to implement. But to have it centralised and available within xero would be great. By automating this process allows for focus towards other accounting and business aspects.
Perhaps displayed in a similar way to the bank feed reconciliation screen. If we can email into xero supplier statements (so thy don't go into the draft bills) and they are like the 'bank feeds' that the AI then automatically matches the invoice numbers from the statement to the invoices in our bills to pay. Goes green when matched for easy 1 click reconciliation, or stays showing so we can check to see what is missing.
OR even something much more simple with a statements tab where we can see the statement then have a section where we can search/filter by supplier and have tick boxes to select the invoices to match against the statement. When done it marks that statement as reconciled - again similar to the bank feeds reconciliation concept
AI automated Supplier Statement Reconciliation! To allow business to match the invoices in their bills to pay with the invoices shown on their suppliers statements to ensure none are missing and everyone is paid on time without delays. We are currently looking to outsource to external parties not related to xero to do this so it is possible to implement. But to have it centralised and available within xero would be great. By automating this process allows for focus towards other accounting and business aspects.
Perhaps displayed in a similar way to the bank feed reconciliation screen. If we can…
26 votes -
Sales invoice - Don't auto update email of contact
Is it possible for cash sales/one off payments to chose not to save an email address? Every time I do a one-off cash sale for a new/random customer, the email address automatically saves into the Cash Sale contact file. But the next cash sale invoice is going to a different email address, so while I can input the new email address, the one prior is printed on the invoice! It is getting very tedious having to go into the contact file, delete the previous email address and get back into the new invoice to reprint it every time I do a cash sale - which is a lot!!
It would be great if you could add a prompt that gives you the choice of saving the email address to the client file (or not).Is it possible for cash sales/one off payments to chose not to save an email address? Every time I do a one-off cash sale for a new/random customer, the email address automatically saves into the Cash Sale contact file. But the next cash sale invoice is going to a different email address, so while I can input the new email address, the one prior is printed on the invoice! It is getting very tedious having to go into the contact file, delete the previous email address and get back into the new invoice to reprint it every time I do…
10 votesThanks for your feedback, Carolyn. Appreciate the different use case and why you may not want information from a singular invoice to update the contact. We'll get an understanding of the demand for this here.
In the meantime, it'd be good to understand if recording as Receive money could help your flow here for cash sales so you don't have to enter contact details?
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Projects Invoice Summary - Show Invoice Number and Reference
Hi,
I would like to suggest a small but valuable improvement to the Projects section in Xero. Currently, in the "Quotes & Invoices" tab within a project, only the invoice number is displayed, which is useful for tracking. However, for many businesses, including ours, it would be incredibly helpful if both the invoice number and the reference field could be shown simultaneously in the project’s invoice summary view.
This improvement would enhance visibility and make it easier to track project-specific details without losing sight of important invoice numbers.
Thanks,
3 votes -
UK Payroll - Include tracking categories in Gross to Net report
To be able to file a Gross to Net report and subtotal by tracking category. It's the only way that we would be able to report per category of worker. This is built into Sage and really important for a lot of businesses.
10 votes -
Budget manager - Archive tracking budget if tracking is archived
Budget Manager - Ability to Archive old budgets that relate to archived tracking categories.
At present the budgets still appear within budget manager even though linked to an archived tracking category. It would be great that when you archive a tracking category that the budget is archived along with it or just the ability to archive old budgets in budget manager. At present you can only delete so you lose that history.1 voteWe're grateful for your engagement and letting us know the changes that matter to you.
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New Invoicing - Highlight relevant items when receiving 'account must be valid' warning
I recently encountered errors like "account must be valid" when updating invoices. It is important to list and/or highlight the relevant rows or item nos in the error message.
1 vote -
Fixed Assets - Allow dates to be entered in any format
In most areas of xero you can enter dates in any format, however, in the 'new fixed assets' this errors unless its in the one format Xero accepts.
Please make the date fields similar to the other fields in Xero, allowing any format e.g. 1/1/24, 1.1.24, 1-1-24, 1 1 24, etc
2 votes -
Expenses - Inbuilt calculator
The sum and subtract function in invoices is a great feature; it would be great to use it in expenses as well. I often have to itemise a gross expense total into separate items with different VAT treatments. It would be useful to subtract the itemised line amount from the gross total directly in Xero rather than using a calculator.
2 votes -
Tracking report - Category item count
Tracking category—I would appreciate being able to create a report that lists the number of times a particular tracking category is allocated in a particular time frame.
4 votes -
Subscription - Projects as an add-on
I am looking for an alternative to Quickbooks. As a solo consultant, I thought Xero would be the most appropriate fit for my business. Unfortunately, the fact that I need to subscribe to the top pricing plan at $115 per month in order to be able to bill for time is totally unrealistic. I thought Xero promoted itself as being a good fit for small business???? I don't need to track projects, I just need to be able to bill by the hour and invoice my 2 clients on a monthly basis. I'm sure I wouldn't be alone in these requirements.
Please consider making time billing an option in your basic pricing plan. I really like the way the rest of the package is so user friendly, which as a small business with limited resources and time is so important!I am looking for an alternative to Quickbooks. As a solo consultant, I thought Xero would be the most appropriate fit for my business. Unfortunately, the fact that I need to subscribe to the top pricing plan at $115 per month in order to be able to bill for time is totally unrealistic. I thought Xero promoted itself as being a good fit for small business???? I don't need to track projects, I just need to be able to bill by the hour and invoice my 2 clients on a monthly basis. I'm sure I wouldn't be alone in these…
3 votes
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