4774 results found
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UK VAT - Ability to enter VAT-only invoices
VAT Only Transactions - Xero to remove needless restriction to have VAT amount less than line total. This will allow posting zero net with VAT amount to 20%EXP VAT code with a total equal to the VAT total without having to reply on VAT on imports tax code.
1 vote -
search for an item on an invoice
It would be helpful if we could search all invoices for an item. eg. Paper. Headphones etc
then it would bring up all invoices that have paper or headphones included in them.1 voteHi Dawn, is this within the description that you'd like to search? Alternatively, the Receivable invoice details report might be useful where you can filter by Item Code across all invoices in a given date range.
Alternatively we have an idea for the description field search that I can merge you in with across here.
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Invoices/receipts - 'Next' option when viewing attachments
When you've uploaded multiple receipts/invoices to a transaction it would be useful to have a "next" button to go through all the uploads rather than having to X out and click individually into each attachment. For example expenses. This will save time reviewing
1 vote -
Super - block duplicate super funds from being added to employee record
Please make it impossible to add a duplicate identical super fund to an employee's record.
1 vote -
When cancelling doc packs, allow option NOT to email the client
If I send a document pack to a client who then decides they want to sign the paper version, I then need to cancel the document pack to remove it from my 'to be signed' list and an email is sent to the client to inform them of the cancellation of the pack. Without fail, every client then asks me why I have cancelled the pack and will it stop their tax returns from filing, or they ask why I am sending them the document pack again, as they never fully read the email. This is a complete waste of…
2 votes -
Projects - Remove the 100 character limit for Tasks
When creating tasks in Projects, we are currently limited to 100 characters. Removing this limitation would be extremely beneficial. I frequently handle percentage billing for a client, and this process requires creating tasks for each billable line item when generating quotes.
Here’s the detailed process and the challenges faced due to the character limit:
Creating Quotes and Tasks:
- For each quote, tasks need to be created for every billable line item.
Invoicing:
- When it's time to create an invoice, I have to open the original estimate.
- Each line item from the estimate must be copied and pasted into the invoice…
2 votes -
Xero Inventory Plus - Allow access to XIP regardless of user role
Xero Inventory Plus should be an option, similar to Expenses and Projects, for any/all users regardless of roles. I need everyone on my team to see where our inventory stands.
3 votes -
Tracking - Ability to import categories
Please can you set up an upload template for tracking categories
81 votes -
Lock Date - Allow for data to be entered before lock dates, but without affecting existing balances
I’m moving from an existing system to Xero, so need to enter my new data into Xero for the current financial year which the accountant then files with HMRC. But at the same time I need to import my older data without affecting the current filings. All the accountant can do is to lock the accounts from a date backwards, which means I cannot enter my old data.
All I want is to be able to lock financial years, enter the old data and then use Xero to identify if the accountant needs to make any future adjustments.3 votes -
Bills - Pay Bill electronically from within Xero
Ability to automatically pay supplier bills from within Xero, withouth having to login to online banking.
Purpose: To make it easier to pay bills, rather than having to jump between two different platforms.
481 votesHi everyone, appreciate there are more regions users would like to see us adopt solutions for and we'll keep you in the know of any progress, here.
In the UK, we have some updates with the bill payments method with Crezco. You now have more control of your cashflows with the ability to schedule bills to be paid at a future date using direct bank transfer. This'll help avoid potential bank charges for same day transactions, and missing due dates. Along with this you'll also be able to stay up to date with your payments with real-time payment status in Xero. Meaning you don't have to log into your bank to check the status of each bill payment. With an overview of all payments made using direct bank transfer, you have an accurate record of which suppliers have been paid, and when.
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NZ Payroll Reducing balance for all Statutory deductions
Work and Income deduction as a reducing balance under statutory deduction. Work and Income have provided a total amount and a weekly amount to be paid there needs to be a function added to provide the reducing balance, this function is available in other statutory deductions.
1 vote -
pension exclusion
Be able to change an employee/director to be excluded from the pension at any time.
At the moment, if a director is not excluded from the pension scheme straight the way, the payroll has to be rolled back to when the director was assessed. This is fine for small payrolls but would be very timely on the larger payrolls.1 vote -
arrow through manual journal
I use repeating journal entries a lot and hence all the fields except debit and credits are filled out. Might be good to be able to use the keyboard arrows to quickly go from one row to the next in a column field and even be able to go from credit cell to debit cell by just clicking on the left arrow button.
1 vote -
UK Payroll - Option to add dates and reminders into the Overview Calendar
Could the user have access to the calendar in payroll to allow them to manually input other dates that are important but not automatically fed into the calendar and also set up reminder alerts?
Sage allowed you to this which was really useful if you had to remove/add a benefit on a certain date.
4 votes -
Chart of Accounts - Increase Account Code Limit
Chart of Accounts Account Code Limit
Today 4:40 PM
Specialist has replied
CX0015142241
Chart of Accounts Account Code
Current Limit is 10 characters for entering a Code.
Requirement is up to 15 characters. Example 12-345-6789-000How soon can this be implemented?
2 votes -
Sales Invoices - Ability to collect an electronic signature
It would be great to send an invoice to a client to be signed electronically, and on signing, the signed invoice is automatically attached to the invoice in Xero.
56 votes -
Contacts Merge - Options to open contact record in a separate browser tab when searching
When merging contacts, you start typing the name of a contact you'd like the currently open contact merged into, and a list of similarly named contacts appears (including the contact you're getting rid of by merging it). I'd like to be able to open each of these in another tab from this list, so I can look and see which one I actually want.
3 votesSimilarly to the CTRL-click, from the list view you can use the mouse by using the left click + scroll button together to open a contact in a separate tab.
That said, appreciate if you're in a contacts record, this does mean opening another tab to search from the main contacts list.
To be honest, we don't have any immediate plans for developing the merge within a contact. It's something we'll continue to track here though, and I'll update if there's any progress to share.
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Fixed Assets (New) - Importing assets
The importing of assets from csv files via the new module does not work. I keep getting invalid file type.
Yet using the same csv file in the old fixed assets module works perfectly well.
Why was this bug not picked up in testing before releasing? Please ensure this is fixed before the old module is retired.1 voteAppreciate you raising this here. While the team do lots of testing before releasing new features sometimes there can be odd issues that pop up that could be niche or specific to a device or browser.
It would be good to get a bit more detail so we could better understand and take a closer look into what may be causing this issue when trying to import Fixed Assets in the new module.
Could you please raise this with our specialists at Xero Support through the Contact Xero Support link at the bottom of the page here in Xero Central? If you can share the file that you were importing when you ran into issues as well as any detail about the error you're getting that will help the team investigate. Thanks
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Automatically enter the Project into the timer
If im in a project and i start the timer i still have to tell it which project im timing (find or choose a project) Seems logical for it to automatically populate the field with the project im currently in...
1 vote -
Statement Import - Allow importing where amounts are in separate Credit and Debit columns
IMPORT of CSV with CREDIT / DEBIT COLUMN
Please add a function to allow import of CSV where debit / credit is marked in a separate column to the amount instead of +/- signs only.
My bank outputs transactions in the following format:
E.G.
Transaction 1 CR 1231.12
Transaction 2 DR 543.00The above denotes a credit of 1231.12 and a debit transaction of 543.00.
The CR/DR or words Debit/Credit are contained in a separate column.
Thanks
1 vote
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