4897 results found
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Batch Email feature for queuing send of invoices
When creating invoices there should be a box that when ticked adds the invoice to an email cue. So that at the end of the day you can send the invoices you made and ticked that day to customers. It's really annoying having the invoices separated into several different sections and then having to go and select each individual customer to then send the emails to.
2 votes -
Xero Expenses - Adjust width of Categories field
Expenses, the Categories field should be wide enough to display the text on the website. Note that the mobile app works fine.
Or there should be the ability to nest categories.
As a web developer, widening the Categories field should be trivial. Apparently not according to Xero support....3 votes -
Projects - Job Card Creation
Job Car Creation with Check list for empployees
Having the Ability to do all things in one app without intergration would be ideal and more cost effective and productive.
Simple
1.Creating Jobs
2.Add Customer
3.Add Vehcile/Vessel
Port & Starboard - Model Numbers, Serial Numbers
Generaor Model Number, Serial Numbers
4.Add Fault Description
5. Engine Hours
6.Trailer Brand
7. Trailer Details - VIN, Model Number, GTM, ATM, Overall Length, Overall Width, MaterailEverything needs to revolve around job Numbers
1 vote -
Invoice - Show delivery address under business name
In the Standard Invoice template - the delivery address currently shows in the middle column, rather than under the name of the business. This is confusing if a business has multiple locations, with one centralised billing address. It means that the centralised billing office can't easily see which location the invoice is for/items were delivered to.
It would be better to show the delivery address under the name of the "To" so it's obvious which location the items were delivered to with the name and the corresponding details of address and contact person.6 votes -
Customer statement - add customised due dates
Customer statement - with a customised due date option.
The option to be able to email customer statements directly from Xero with a customised due date. Eg. Selecting email customer statements to 30th June and only invoices that are due up to the 30th June are generated and emailed (rather than everything that is invoiced on their customer card which in our case could be up to 12 months in advance).
5 votes -
Bills - Enter Tax Amount instead of calculating from a tax rate
Enable tax AMOUNT instead of the rigid tax rate in Bills.
If you consider a Zoom phone bill, there are 3 different taxes that apply to the bill (1 Federal + 2 City). Tax rates simply DON'T WORK, Xero is too rigid.
Why not offer a simple tax AMOUNT box where we can type a USD amount, instead of forcing some tax rate?
And it's exactly the same for INVOICES.
The ability to set a tax AMOUNT rather than a tax rate is indispensable.1 vote -
Report templates - Add Project reports
Ability to add project financials rerporting into an advisor template report
Being able to build a management report template that includes project financials seems like a no-brainer. but you can't do it at template level. You have to start with the existing template for a managmeent report and build a report from scratch for each client.
You can't even take an existing template and add in a project report.3 votes -
Invoices - Checklist templates to print and attach
allowing users to create proffessional comprehensive mechanial & electrical checklists, printable files attachable to jbs cards
job card creations with details on faults
parts sheets for parts used & ordered1 vote -
AU Payroll - Wage Withdrawals Sole Trader Tracking
Track Sole Trader Wage Withdrawals
1 vote -
Nab BookKeeper Intergrations
Intergrating with Nab Bookkeeper
1 voteHi Zachary, appreciate you sharing your feedback on how you'd find Xero even more powerful for your business.
Being upfront we don't typically develop integrations ourselves. However we have a Developer Centre where interested parties can get information if they'd like to develop an integration with Xero.
I'd recommend connecting with Nab bookKeeper to see if this is something they'd be interested in building and you're welcome to share the link above.
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Sales Tax - Support negative tax rates
Withholding tax (WHT) in Saudi Arabia (-5%). Allow option to add negative tax rates in Xero.
1 vote -
Show all accounts in Financial statements
it is great to have all accounts appear in the financial statements. It is useful to monitor all accounts at once
1 voteHi Aisyah, sorry we've not responded to you here sooner. Could you share more detail to help in interpreting your idea here? Is there a specific report you're running where not all accounts are showing?
Earlier this year we release an enhancement to be able to show a nil balance in reports - I shared an update on this here. Does this achieve what you're in need of here?
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New invoicing | Email template - show as tax inclusive
EMAIL DESCRIPTION OF INVOICE-SHOW GST INCLUSIVE PRICE-When selected "Include action to online and detail summary" for the email template, the email that is sent shows a description of the attachment (invoice) in the body of the email, but it has each item GST EXEMPT then the GST is listed at very bottom. It iss very confusing for some customers.
1 vote -
Quotes - More Filter options for the Overview screen
A user that has limited access but needs to be able to filter from the main screen not just start date and end date - it needs further drill down options
1 vote -
AU Payroll - Leave liability reporting
We cannot see/create leave liability in our reports and/or our balance sheet.
I wonder how a true business value is going to be shown on balance sheet without this liability.To be frank and honest, it is not an idea, but quite basic necessity.
91 votesFirstly, thank you for all the support and detailed input on this idea. We know an automated Leave Liability Report could be a valuable tool for accurately reflecting a business’s financial position in AU Payroll.
While it’s not something we’re planning to build in the immediate future, we’ve seen some useful suggestions from the community, such as using manual journal entries or tracking in spreadsheets, though we recognise these aren’t perfect solutions.
We appreciate the time and thought you’ve put into sharing your feedback. While we’re moving this idea to Not in pipeline for now, we’ll continue to monitor its traction and share any updates if plans change.
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Reconciliation - Flag any transaction for Review
We need a way to flag a transaction, either a sales, bill or account transaction that can then be pulled into a report for review before finalising BAS's etc.
Whether that be a spend money that you are awaiting a Tax Invoice for, a bill that is in dispute, or a sales that need follow up.
Could it be in the Bank Reconciliation menu where you can then pull the "discuss" notes into a report and the query notes could be there?
8 votes -
UK Payroll - Search for employee by National Insurance number
We would like a function to be able to search employee's by national insurance number.
2 votes -
AU Payroll - Reinstate order of payroll activity summary report
Sometime in the last week, the order in which data is presented in the Payroll Activity Summary report has changed from
- Earnings
- Tax
- Super
- Net payable
- Actual paid
to
- Earnings
- Net payable
- Actual paid
- Super
- TaxPut it back, please, it makes no sense to have something other than Wages less Tax equals Payable. Also reinstate the highlighted total lines in this report and in the Payroll Employee Summary, I'm ashamed to send this to my client with their IAS, it's not readable enough.
The two screenshots I've attached are…
7 votes -
Cash coding - Apply existing rule
In cash coding you can choose to set a bank rule. I think it would be nice to be able to choose an existing bank rule to add to. I.e. we have a meals expense rule that has a few restaurants selected. It would be nice to add additional restaurants to the existing meals expense rule instead of creating a new one.
2 votesAppreciate not exactly what you're asking here, Christanne - However, it may be worth reviewing the criteria of your existing rule to see if there's a small change that could be made so it's suggested for a broader range of transactions?
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Sale tax report- Filter for tracking categories
The sales tax report needs a filter for tracking categories for those filing under different store operations.
3 votes
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