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4802 results found
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AU Payroll - Xero Me Payslip only access
Have an option in settings to only allow employees to access their payslip and not create. Our employees enter their timesheets into a job management system which is synced to xero for actual payroll and timesheets however on occasion they accidentally create a payslip in xero me and it creates a heap of issues down stream
3 votes -
Invoices - Ability to show recurring invoices within the Contacts page
Be able to see recurring invoices set up for a client on that client's page. So many times I think to myself "I'm pretty sure I set that up, but did I?" and then I have to go and search in the repeating invoice tab. It would be good to be able to see recurring invoices just on the client page.
23 votes -
Contacts - Ability to bulk Archive contacts (Export/Import)
The ability to bulk archive Contacts via exporting a CSV, deleting contacts and then re-importing those that should stay.
4 votes -
Chart of Accounts - Add visualisation when adding new account
It would be helpful when setting up new GL accounts in the COA if the screen would populate somewhere (even a drop down would be helpful) with the existing COA so you can see in same screen what’s already there and where your new account would fit logically
1 vote -
NZ Payroll - Invoice for PAYE owed to the IRD
Would be great if, at the end of the month, Xero automatically generated an invoice for PAYE owed to the IRD
2 votes -
Invoice - Set defaults for adding Billable Expenses
When creating a new Invoice and you want to add some billable expenses that you have assigned to the contact in the Bills section, I want to be able to give my clients an itemized bill, the new invoicing option is defaulted to add all items as one line.
We default to all invoices as itemized, Yes I can select this as an option but would like the ability to select the other as the default option.
Maybe Xero could create a custom option cookie that would allow customers to select some default settings that make there Xero work better for them and that cookie could be stored on their computer as well as a cloud file on Xero if they change computers.When creating a new Invoice and you want to add some billable expenses that you have assigned to the contact in the Bills section, I want to be able to give my clients an itemized bill, the new invoicing option is defaulted to add all items as one line.
We default to all invoices as itemized, Yes I can select this as an option but would like the ability to select the other as the default option.
Maybe Xero could create a custom option cookie that would allow customers to select some default settings that make there Xero work better…2 votes -
New invoicing | Send - Rich text editor format
Please change the editor in the email copy, when sending an email & creating an email template, to a rich text editor. It would be useful to be able to bold/highlight particular lines especially when invoices are late & reminders are being sent
20 votesHi everyone, while we appreciate and initially provided a solution for the idea here within the new invoicing email modal, we wanted to return as after further testing this feature has needed to be removed.
That said, we know being able to add basic formatting to your emails is important to some of our customers and while the tool bar has been removed you can still add basic html formatting to your emails to bold, add italics or underline text within the invoice emails you send to customers.
- Bold = <b> and </b>
- Italics = <i> and </i>
- Underline = <u> and </u>
We understand not all customers are familiar with these tags so I've added an example image that shows the different tags that can be added and how these will show instantly within the email preview so you can make sure you email looks as you expect.
If we make any further plans around adding a tool bar back into the email window we will be sure to keep you updated of this here.
Hi everyone, while we appreciate and initially provided a solution for the idea here within the new invoicing email modal, we wanted to return as after further testing this feature has needed to be removed.
That said, we know being able to add basic formatting to your emails is important to some of our customers and while the tool bar has been removed you can still add basic html formatting to your emails to bold, add italics or underline text within the invoice emails you send to customers.
- Bold = <b> and </b>
- Italics = <i> and </i>
- Underline = <u> and </u>
We understand not all customers are familiar with these tags so I've added an example image that shows the different tags that can be added and how these will show instantly within the email preview so you can make sure you email looks as you expect.
If…
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Receivable Invoice Detail report - Add the Project Name
Add the Project Name to the Receivable Invoice Detail report
2 votesThanks for sharing your idea in the community here, Trevor. We don't have plans for adding Projects to other reports in Xero at present but we'll start to get a sense of the interest for this in your idea here and share if there are any changes.
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Projects - Add a Customer Sales Order to the Project
Xero Projects - have the ability to add a Customer Sales Order to the Project, and this defaults on the Invoice Reference field when we invoice the project at the end of each month.
2 votes -
New invoicing | Files - support .eml file type
The Classic Invoicing allows .eml (downloaded emails) to drag and drop into invoices from downloads. The new invoicing DOES NOT allow this. Please reinstate this function to the new invoicing as it is an essential part of loading invoices (uploading (drag & drop) downloaded emails providing instructions and authorization evidence for auditors). Kelly, please confirm that this function will be continued in the new invoicing. Thank you.
1 voteAppreciate you highlighting this, Gemma - Understand what you mean with the .eml file upload within new invoicing.
I see you recently connected with our specialists at Xero Support on this who directed you here, however this would be best for us to investigate deeper with you. I've re-opened your case and our team will be in touch directly soon so we can get more insight into this one.
So, while I'll move the idea here to Not planned we're definitely interested to explore this further but best done 1-on-1. 🙂 Thanks
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Depreciation - Manual adjustment
It would be really useful if you could manually adjust depreciation on an asset by asset basis, where depreciation has been changed outside of the Xero product. This could be where depreciation has been run within the product for management accounts, but been adjusted by another accountant outside of the product when running the year-end. The manual adjustment would be great for aligning the submitted accounts with the accounts in Xero.
17 votes -
Project Reporting - Sort by invoice/bill date, rather than assigned date
Currently when you filter all project reports by a date range it pulls the report based on when you assigned the invoice/expense to a project. Please update the report to pull by the invoice/bill date similarly to all other reports in Xero. This is crucial so you can compare your project reports to all other financial statements to confirm accuracy.
6 votes -
Bank Reconciliation - Column to show which user reconciled transaction
Bank Reconciliation - Having a Reconciled By column.
It would be very helpful to have a column in the bank account transactions screen that shows who reconciled the transaction. I have a client who thinks they are helping by reconciling their own transactions only to get most of them wrong. If there was a column showing the reconciler then I would very quickly be able to ascertain the transactions i need to review by running a history and notes report for that period.3 votes -
NZ GST Return- Ability to only show a single line per invoice on the Transactions report
When running the GST Transactions Report, each and every line from each invoice is reported separately, creating a ridiculously large report.
Perhaps there could be one single line per invoice, reporting the total GST for that invoice? Like it used to be?Thanks
3 votes -
Investing in AI
I think the time has come to invest in AI, as a accounting software leader (Xero). Many people invest their money in AI software, like accountants, to do better / more accurate and faster budgets, forecasting (cash/accrual) mixed with different scenario's, transaction reconciliations and presentations of data/information and graphs. This usually in excel; outside the accounting software, where mistakes are likely to happen. I am not in IT, or software development/integrations, so I do not have an idea what this type of investment would cost, but my gut feeling is it would be worth it.
7 votesLike your forward thinking, Johan.
As Freya mentioned there is some AI going on in Xero already with the way Xero makes suggestions to help you reconcile your bank account.
We recently shared some insights with our customers on our approach to generative AI with Xero and you can read more about this on our blog.
Later this year you'll see Just ask Xero (JAX) be introduced and I'll round back to share once this is available.
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Sales Invoicing - Automate 'send me a copy' on invoices
Automate 'send me a copy' on invoices.
Have the option to automatically select 'send me a copy' ticked when creating invoices/repeating invoices.
125 votes -
Projects - Ability to assign to estimated expense category from the bills screen
When assigning a bill line to a project, it would be good to also be able to select the Estimated Expense category from this same screen rather than having to manually add from within the Project. Or at least be able to bulk assign from the Projects screen.
4 votes -
Invoice/Bills - Notification when draft invoice automatically created
Send an email when a draft invoice (or bill) is created automatically.
When a draft invoice is created automatically, I want to be notified. By definition/design, it needs human attention before getting approved and issued. So I would like a human to be told it has happened.5 votes -
UK Payroll - Unscheduled pay run in advance should only stop updates to staff included in the run.
UK Payroll - when an unscheduled pay run has been posted for a period it stops any updates to salaries even when a full payroll hasn't been posted. It makes sense that a full run would stop updates but only people included in an unscheduled pay run should be barred from having updates applied. For instance, with an unscheduled run posted I can't adjust starting dates or salaries for staff, and these may have changed after the unscheduled run was posted.
2 votes -
Find and Recode - Option to change invoices/bills back to draft
Is it be possible to add a section to 'find and recode' where you change status from approved back to draft? It would really help if hubdoc imports a number of documents incorrectly - tthen the fix can be done on bulk transactions
2 votes
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