4692 results found
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Reports - When running the GL detail report on a Cash Basis, show the description of invoices & bills
As payments are applied to invoices or bills, you can't see the description detail on a cash basis report (no problem with an accrual detailed general ledger though).
The old general ledger (export function) enabled you to see the description on both accrual & cash.
Seems illogical?!
24 votes -
Xero Me: Allow employees to update bank details
It would be great if an employee could update their bank details and pay disbursements on their xero me app.
39 votes -
Invoices - Generate email delivery receipt
When sending an email from an email client, you have the ability to ask for a delivery receipt - for notification when the email arrives at the destination server. I'd like the same ability when I send an invoice by email from Xero.
Currently, in order to get an email delivery receipt, I have to send the invoice to myself via Xero (so that I have the links in the email correct) and then forward using an email client to the customer. Obviously, from an audit trail point of view, this is suboptimal.
2 votes -
VAT excel export - Date column should default to date format
Dates should default to date format when exporting the VAT return to excel.
Currently when exporting the VAT return to excel that dates automatically default to either text or general format. This means you can't filter the dates by oldest to newest as the filter selection defaults to A-Z.
Changing the date to date format via format cells does not fix the issue. The only way I have found is to manually update the dates using the =DATEVALUE(x) formula and paste these new values over the old ones. This can be very tedious when working with a lot of late…
4 votes -
Au Payroll - Exclude team pay rates from timesheets
When you invite an employee to xero me for the purpose of submitting their timesheet, there is a drop down menu for the payrate. In this drop down, it shows 'Self' payrate (the payrate of the person submitting the time sheet) and also 'Team' payrate, a list of all the different payrates of the company. Why would you want an employee to be able to see the different payrates of the team?
This seems like a flaw in the system to me and an employee should only be able to see the payrate that applies to them.
3 votes -
Contacts - Add Sales Tax Exemption field to import/export file
Please include the Sales Tax Exemption field as a column in the Contact csv template/import.
The new auto tax feature appears to utilize this field, and having to go to each contact through Xero, one at a time, to edit and update this field is very time consuming. Too many clicks to update a field for every customer contact a client has.
Tax affects all customers. It would be beneficial when rolling out new features such as this to consider what needs to be done to make such a feature truly work and be efficient. The ability to do mass…
3 votes -
Reporting - Report on the Quotes converted to Invoices
To have a report which shows the conversion date of a quote to sales invoice, i.e. showing the conversion date, quote number and sales invoice number.
1 vote -
Tracking categories by month
I think it would be useful to update the 'Tracking Summary report' and make it possible to open it by month
2 votesHi Melanie, would be good to slightly understand your idea here better - when you say you'd like to update the Tracking Summary report by month, would this be to add comparative columns or just run the report for a month date range?
The Blank report might also be useful here where you can add Tracking columns with the Layout editor and set up the report in the style you're after. Once all set up you could then save the report as Custom to easily access this when you like.
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Contact | Activity - View Account code
When you view a contact, and are on the activity view page, it would be great if the each line said what account the activity has been posted against. This way you could see all accounts impacted at once, and not have to click on each individual line item to see what account it is impacting.
2 votes -
Contacts - Send email confirmation when Contact Details updated
We often change email, name, address and recipients for the contacts we have in Xero. We always send an email from outlook to confirm, it would be REALLY useful if we could send an email from Contacts in Xero to confirm new contact details. Dear Customer, thank you for advising us your new contact details, this is what we have in our system now.. please check and come back to us if you would like to make further changes.. etc something like that.
2 votes -
Sales - Complete POS solution
Hi i can't believe you don't have a POS app tablets for use in cafes and shops. a quick google api for databasing while offline and it would be solid as. you only need to support a handful of thermal printers and cash draws. just look what vend is doing. it would be a huge product if deployed correctly
3 votesHi Douglas, while we don't have a POS app ourselves you'll find Xero integrates with many different POS solutions, including Vend. You can explore the range of these on our App store.
We don't have any immediate plans for expanding into this area atm, but we'll keep tracking the interest of this here and share if there's any plans made. Thanks
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Purchase Orders - Email notification for approved purchase orders
Set-up an email notification to alert users when their Purchase Order has been approved
16 votes -
Subscription - Automatic super in all AU Payroll plans
My suggestions is that automated super should be available if a Xero package offers payroll, like the starter package and the Standard package - its near impossible for clients to make direct super payments for employees (even for business owners themselves) without using this feature.
With the increases in subscriptions occurring in September I think an upgrade with automated super should be tabled for the lower subscription packages.
18 votes -
Invoicing - Ability to bulk update product details within draft invoices
For a food wholesaler, product prices can change weekly. Select each draft invoice & bulk change product prices
3 votes -
Recipient Created Tax Invoice - Calculate withholding tax and GST
I am a New Zealand sole trader and contractor for a company. I submit a timesheet, and they generate a IRD approved Buyer Created Invoice. They send me my payment with GST added, and witholding tax deducted.
There is no accurate way to extract the witholding tax from the final amount deposited to my account.
There is a hacky way, detailed here:
https://www.laurenson.co.nz/2017/09/accounting-for-the-tax-withheld/
But because Xero doesn't hold a high enough number of decimal places in the percentage field, the amounts are inaccurate by some cents each time. Which over the course of a year increases to a reasonable error.
…
1 vote -
AU Payroll - Hide employee personal details for payrun
In the age of outsourcing, it is impossible to outsource pay run function to an external service provider (especially if they are based overseas) since they can view employee's personal info such as their Tax File Number, Date of Birth, Bank account Details etc.
Once the subscriber or authorized accountant/bookkeeper has created an employee card, they should be able to restrict the access of outsourced partner to just doing the pay run. The outsourced partner should be able to just view the employee name to do the pay run. This feature should restrict their ability to change bank account details…
2 votes -
Invoices and Bills - Use cursor keys instead of mouse or tab
Include Alt+Key options for cursor positioning rather than having to use the mouse or Tab Key. eg Search, Save, Save and continue, Approve, Approve and add, etc
9 votes -
Packing slip - Option to add phone number and email address
Please add customer email and customer phone to the Standard Xero Invoice Template Packing Slip. It can just go below the main address.
Thank you
6 votes -
Purchases - Ability to apply a deposit
Deposits on Sales and Purchases - will this ever be possible in Xero? The workarounds are fine if you have a few deposits to keep track of. But what if you have many? Like my Art Gallery client where most art is sold on a 'layby' system. The layby isn't recorded as a sale until it is fully paid. The customer makes multiple payments. There is no way to directly link the payments to a pending sale. They all coded on-mass into a prepayment liability account. The only way to keep track of payments is a spreadsheet which is time…
3 votes -
Reporting - Show filters applied
When a report filter is selected, the filter should be displayed on the report that is displayed/printed. Eg if you use employee groups and you filter a payroll report by said group, the printed report should display the filter chosen
3 votes
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