4692 results found
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Navigation - More quick links to speed up data entry
I migrated from QB Desktop to Xero last year, and whilst Xero produces the accounts etc perfectly well I find processing book-keeping data takes me around 20% longer than it used to. Here are a few ideas which would speed this up:
1. Have a button to scroll to next or last invoice, bill, journal etc rather than having to look at a transaction, then go back to the list to see the next transaction.
2. Allow a default bank account to be set up for e.g. payments, receipts etc
3. Able to use + - buttons to increase /…3 votes -
Bill Payments - Use supplier account number as Payee reference
Option to use supplier account number as Payee reference when making Open Banking payments by direct bank transfer.
Currently the Supplier account number is not displayed anywhere.
It defaults the Payee reference to the Bill reference which is fine when paying single bills to a supplier. However, if I want to make a single payment to the supplier for multiple bills (group by Payee option), we would want to enter our Supplier Account number as the Payee reference. See attached.
7 votes -
Bills to Pay - Ability to filter by Contact Group
Xero is very limited by only allowing 200 invoices to show on the page on the awaiting payment screen - a filter to exclude some clients based on the client type would be helpful
e.g. creating a client type for direct debit payments would help reduce the number of invoices.55 votes -
Payroll - Add or edit breaks in timesheets
There is no functionality to retroactively add or edit break times into an employees submitted timesheet. It would be good to be able to edit or add a break time on the timesheet if they forget before approving it.
7 votes -
licence start dates
We are a SaaS business and need to be able to put licence start and end dates into fields which can then be extracted automatically onto our FP&A software (free text is not acceptable due to errors that have happened). Is there any plan at XERO to bring in additional fields to help SaaS businesses like us with this or is migrating away from XERO the only option with XERO? QuickBooks Advanced have this but we love XERO
1 vote -
Inventory - Auto-Sum feature in the default purchase cost price field
When adding a new item to your inventory it would be very helpful to have the sum ability in the cost of item tab.
for myself it would help when a supplier has the price less vat.
It would allow me to input 123*1.15 and get the answer inputted automatically, just like you can do when inputting a item on a invoice.
1 vote -
a negative gross profit x a negative net sales = a large INCORECT gross profit
Mathematically a negative x a negative = a positive. But when this is gross profit @ 312%, it does not represent the business financial position.
1 vote -
AU Payroll - Be prompt when payslips have already been sent and the ability to record a message for the payslip after payrun as been posted
Whether or not you agree that emailing payslips should be considered by employers as a mandatory procedure once the payrun is logged, there are some basic improvements that should be adopted regardless of your opinion. If payslips have already been sent the the first improvement is to prompt the user that payslips have already been emailed if a user revisits the pay-run options window and clicks on email payslips. If the pay run has already been posted, the second improvement is to still provide access to an individual's payslip to record a message before emailing.
1 vote -
Xero to Xero - Import Name/ABN and contact with invoice
XERO To XERO - IMPORT NAME/ABN AND CONTACT ACROSS WITH INVOICE
It would be helpful when a supplier who is also on Xero - sends us an invoice that their business contact details are also imported with the invoice. It would make it easier than going back and entering the Contact name , address and ABN numbers.2 votes -
Bank Reconciliation - Recap transaction option prior to reconciling
Please add Recap Transaction found in MYOB.
The feature allows you to see which accounts will be affected (debited or credited) by a transaction you're about to enter. Seeing what effect a particular transaction will have on the accounts allows one to know the outcome of transactions with accuracy. This is a powerful feature that can prevent incorrect entry of all kinds of transactions. See attached screenshot from MYOB5 votesAppreciate not the exact feature you're looking for here and will be good to get a sense of the interest of this here. In the meantime, I wanted to make sure you can find this information once reconciled. Those with the Standard or Adviser roles can run the Journal report to view recent impacts to accounts and the user that made each change.
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Quote - Ability to have quote reminder
Add feature to automatically follow up on quotes / send quote reminder *days before expiry or *days after quote issued — as there is with invoices. This feature comes standard with most other quoting interfaces.
464 votesHi everyone, totally get wanting to get an update from us on the idea here. Having a fair amount of interest from users I can say that Quote reminders are defintiely on the teams radar, however with current focus largely on new invoicing we do not have any immediate plans for this in the next 6 months.
I can assure you, though we mightn't be able to provide updates as frequently as you'd like to see, our product teams are heavily involved in the forums here and our community team often connect to share trends, discuss developments and externally communicate changes that are coming across Xero products. It's important to us to continue developing Xero to streamline payments and help our customers get paid sooner, and your idea here does sit in this realm.
When the teams resources open up and we can consider new development in Quotes like being…
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Contacts - Export Statements to CSV
The facility to export statements to CSV files has been removed
We need this option back!5 votes -
Invoice payments - Email notification when payment received
When a payment is made into the business account an email notifcation is sent automatically.
17 votes -
Bill Payments - Schedule an email remittance advice for a future bill payment
Can there please be a function to schedule an email remittance advice at the same time as scheduling a future bill payment. I schedule all bill payments throughout the month but have to record which dates I am scheduling different bills to paid in my calendar so I can remember to send a remittance advice on that day. Would be much more time efficient if could schedule a remittance advice to be automatically sent the same day the payment is made / bill is paid.
29 votes -
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.
316 votes -
Repeat invoicing - Automatic attachment placeholders
Automated File attachments for repeating invoices.
Is it possible to add a feature where attachment placeholders can be saved with a repeating invoice.? So that attachments can be bulk uploaded at some future time and they are included in the draft invoice using file name matching. "[contactname][year][month].csv" for example. Even better if this could done with all the attachments extracted from a single uploaded monthly zip file. The zip file could also perhaps contain a txt file with a simple filename to invoice matching array for a more flexible approach. I know that adding attachments is easy via…
1 vote -
UK Payroll - Salary Sacrifice segregation on Gross to Net report
Currently the Salary Sacrifice is just deducted on the Gross to Net report. Where as on the TB the amount is added. It would be good if this could be segregated.
1 vote -
Xero Expenses - Ability to populate with a contact's default tax rate
When an expense is raised, supplier gst tax rate should override the expense item tax rate. If the supplier coded gst free purchases, then expense items should default to gst free, not the default gst tax code of the expense ite.
1 vote -
Manual Journals - Import additional lines into an existing manual journal
Since system allows to import manual journal with up to 300 lines cap, it would be of high value to have a feature to import additional lines into the existing manual journal (especially that we found an instruction on how to do that, but there is no functionality withing the Xero product)
Or as another alternative, if there is an option to merge existing manual journal entries than it will work perfectly as well.1 vote -
Multicurrency - Automatically update prices for currency invoices
When generating quotes or invoices in foreign currencies, the amount should get automatically converted based on the current conversion rate. At the moment this needs to be done manually as the system just changes the currency without actually converting the value. This can be quite tedious if there are a large number of items or prices in an invoice.
3 votes
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