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4830 results found
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Report - Add/remove highlighting from main drafts report page
We used to have the option to add/remove highlighting in a text box directly from the main page of draft reports, however this feature was removed and now we can only Bold/Italics/Underline/Bullet point, but no highlight.
It would be great if we could add this function back in, so we didn't have to go to 'Edit Layout' to change add/remove highlighting anymore.
2 votes -
Reporting - Add 'Add Page Break' on 'Insert Content' drop down
Please add the ability to be able to add a page break from the 'insert content' drop down in draft reports, rather than having to go into 'edit layout to do this.
Currently the only option on this 'insert content' drop down is to 'add text block'
2 votesAppreciate you raising this with us, Natascha. Being completely open, having checked in with our product team while it might be something we revisit further down the track, we don't have any plans for enabling adding of page breaks from the Insert Content drop down in the near term. We'll shift the status to Not planned so others seeing can also understand.
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AU Payroll - Separate Leave Loading from Annual Leave on final pay
If in a 'normal' pay run an employee takes Annual Leave then Leave loading is shown as a separate line item - clear to the payroll person and the employee. However in a Final Pay run it does not show. Being consolidated with the leave sum is not obvious. Please keep to the 'normal' format, then it's clear to everyone
10 votes -
New invoicing - Default quantity of 1 for invoice lines
In the New Invoicing Template you have to enter a Qty for every line as the default Qty is "0"... In the classic version and what we are all used to it's "1".. As a ball park guess I'd say the use of Zero qty on a line is a lot less common than any other number from 0-9 and I'd guess most lines are a qty of x1.. If I wanted to default my qty's to Zero, I can not see the point in making invoices :)))) Come on who made Zero a default qty for invoicing??
26 votes -
Bills list - Move direct linkage to bill away from check box
Often I will be selecting the checkbox on a number of bills, and I will misclick and click on the surrounding whitespace of the checkbox. This currently is acting as a link and opening the bill for edit; which means if I just spent my time selecting a number of bills (Usually checking them off one by one while I review some details on another screen) that now my previous selections have now been lost.
Change the surrounding whitespace clickbox to select/unselect the checkbox rather than linking to the edit bill. At the very least, just make it not link to the edit bill. Thank you!
Often I will be selecting the checkbox on a number of bills, and I will misclick and click on the surrounding whitespace of the checkbox. This currently is acting as a link and opening the bill for edit; which means if I just spent my time selecting a number of bills (Usually checking them off one by one while I review some details on another screen) that now my previous selections have now been lost.
Change the surrounding whitespace clickbox to select/unselect the checkbox rather than linking to the edit bill. At the very least, just make it not link…
2 votes -
Client's financial year summary - Single Donation receipt(AU)
As a NFP receiving multiple donations from multiple donors, we require summary of donations/purchases made by the donor/client as a single receipt including each donation/payment's invoice number, date paid, individual amount paid, total amount paid. The summary will need to include the NFP's logo, ABN, etc.
2 votesAppreciate you raising this in the community. It's not something we have plans for developing at this stage, we'll track the interest from your idea here and update you if there are any plans made.
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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.
127 votes -
Checks - URL for a specific check
Allow linking directly to the details of a specific check (used to pay a bill). Something like: https://xero.com/check_id_goes_here
When we export checks from our ERP to Xero, we store the Xero check ID in the ERP. It would be very handy to be able to link from the ERP directly to the corresponding entry in Xero.
1 vote -
Attach Notes to the month column.
Attach Notes to the month column.
I produce monthly P&L custom reports and add explanatory notes for large variations etc., when I add a new month column, the notes are stuck to the column number rather than the month, eg. I add January, but the variation notes I entered for December are now on the January column and I have to unattach them then reattach them to the correct column.1 vote -
Purchase Orders - Update the Send Email options
Purchase Orders Send Email Features.
This is to request the Product team to please also update the Send Email settings for the Purchase Order to make work efficient and clear to multiple recipients if they are only on CC.
Attached the screenshot of the latest update Xero had made for Invoice Send Email in which the CC and BCC is in the sending option. It is very helpful for the multiple receiver where in the business communication, we need to CC multiple emails than putting every email in the sending to space.2 votes -
New invoicing - View all billable expense detail at once
Please squeeze all the information in a box as the old version? the new stupid design and layout really make our job harder. i have attached the pics of the comparison for your reference.
2 votesThanks for including the screenshot comparison, Xinrou. I've made sure to share back with the team and we'll let you know if any plans are made to improve this view, here.
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1 vote
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CIS - Resubmission Reminder/notification
At the moment Xero allows you to change a CIS invoice etc that effects the CIS return that you have already submitted. It doesn't tell you that it would need to be resubmitted or that your action will effect your CIS report. Would it be possible for Xero to alert you that your action will effect the CIS report already submitted and advise you to resubmit it.
2 votes -
Contacts - Add a Running Total column to the Activity tab
Add a running total column for outstanding invoices/bills in contact activity
An option to switch between the base currency and the billing currency (on the below screenshot). This will provide a view of the outstanding amount to be paid in the selected currency.
2 votes -
AU Payroll - Extend 90 day limit for payment date
Xero Payroll restricts the payment date to no more than 90 days after the end of the payroll period. This isn't a legal or taxation limitation, but does restrict the occassions where clients are paying payroll in less regular intervals (such as paying their entire salary annually).
3 votesHi team, while we appreciate the request here,considering compliance requirements for payroll in AU we want to be upfront that we don't have plans for changing the ability to set the payment date beyond 90 days.
For any employees that you may pay on an annual salary basis, we'd recommend setting the payment date 90 days before the employee's annual pay date.
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Bills - One-click Copy for commonly copied text fields
I would love to be able to one-click copy text fields that are commonly manually copied, such as:
- Invoice/Bill total
- Invoice/Bill number
- Customer ABN
- Customer email
- Customer address
- Supplier BSB/account number
- Payment/batch total
This click would copy the unformatted number/text to allow pasting into another app, such as Internet Banking, Excel, Calculator, email etc.
When paying a bill via Internet Banking, I need to manually copy the total via Ctrl-C, then paste into Internet Banking and manually remove the comma.
When pasting into Windows Calculator (which also won't accept commas) I need to paste into Notepad first to edit the number before pasting into Calculator.
When pasting into email, any formatting (such as font and background colours) are automatically pasted. I am forced to right-click and select the "Keep Text Only" paste option.Other services such as Stripe and GitHub already do the one-click copy very well. Samples in attached image.
I would love to be able to one-click copy text fields that are commonly manually copied, such as:
- Invoice/Bill total
- Invoice/Bill number
- Customer ABN
- Customer email
- Customer address
- Supplier BSB/account number
- Payment/batch total
This click would copy the unformatted number/text to allow pasting into another app, such as Internet Banking, Excel, Calculator, email etc.
When paying a bill via Internet Banking, I need to manually copy the total via Ctrl-C, then paste into Internet Banking and manually remove the comma.
When pasting into Windows Calculator (which also won't accept commas) I need to paste into Notepad first to edit the…2 votes -
Bank reconciliation - Allow the user to select One, Multiple or ALL bank accounts to show on the reconciliation screen
Bank reconciliation - Add Bank Account Filter. Allow the user to select One, Multiple or ALL bank accounts to show on the reconciliation scr
8 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 -
Bill Payments - Allow payments to be scheduled
When making a bill payment using open banking direct transfer from bank account, it would be nice to be able to schedule the payment - currently there is no ability to do that.
19 votesHi everyone, we have some updates in the UK 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 helps to 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.
We know there are users from others regions also interested in the idea here and we'll share if there are any updates for expanding similar functionality in other places.
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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
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