4776 results found
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Invoice payments - Pay now Paypal branding for debit card option
Square & Paypal payment texts.
Currently if I add square and paypal payment options to my invoice the Pay Now pop up at the customer end is confusing. The 3rd option which is a Paypal guest passthrough for credit/ debit cards does not have paypal branding. So customers might be confused by options 1 and 3 and I might have to pay more for paypal fees when not needed.
2 votes -
Bank Reconciliation - Overpayments should appear in the Find & Match
Overpayments should appear in the Find & Match for Customers.
If a customer pays their correct amount owing, but an overpayment on their account hasn't been allocated against an invoice, it is impossible to reconcile.
Users have to go into Contacts, check if there is an overpayment, allocate the overpayment against an invoice then go back into the Bank Reconciliation page.
Users should be able to tick the invoices being paid and the overpayment that was used to reconcile in Find & Match.14 votes -
Notification | Send to REPLY TO email when quote accepted
When a customer accepts a quote via the link the email is sent to the users email address - suggestion is to have it sent to the REPLY TO email address and / or the USERS address.
168 votes -
UK Payroll - First NEST pension filing when changing over to Xero
As an existing Nest pension employer - we moved our payroll from an external supplier - in house to our existing Xero account. However, after repeated error messages - "Pension filling rejected by pension provider. Download and read the error report to learn about the problem." and 3 hours on the chat/phone/email with Nest saying ot was a Xero issue - I eventually got the response from Xero support below - it's a known error with the first submission! How have they either not fixed it - or at least offer help and guidance to everyone who all those who…
1 vote -
AU Payroll - Timesheets filter
Under Business Menu/Timesheets - it lists all staff weekly summary. It would be great if we could have a filter in this screen to be able to choose teams etc
1 vote -
Email Settings - Contact Name Placeholder to include additional person
It would be great if the Contact Name placeholders could populate the name of the individual person receiving the email rather than just the primary person for a contact.
ex. I have a contact name for a child with the primary person being Parent 1 and additional person being Parent 2. Would love if the Contact Name placeholders could address the email to each Parent 1 and Parent 2 independently instead of just addressing Parent 1 in both emails.
3 votes -
Bills - Bulk approve and bulk edit accounts on draft bills
I forward invoices to Bills via the email feature.
I then batch process these at regular intervals.
There could be 50 to 100 bills here.
I have set default purchase contacts for all these contacts yet none of these drafts use that until I go into the bill for manual approval.
This wastes a lot of time as I have to go through each bill 1 by 1.Allow me to bulk edit the accounts on Draft Bills and / or use the default account setting for that contact.
This simple change would save me hours and I would get…
8 votes -
Xero Me | Expenses - Add stops for Mileage Reimbursement
Add the ability to add stops to mileage reimbursement. This way a person can add a round trip or add stops between the round trip to collect all mileage for the 1 trip.
13 votesThanks for the idea and adding your interest here, everyone. In lieu of a direct feature to accommodate this atm, you may find duplicating the claim to record each part of a trip useful in cutting down the data entry. We'll let you know if there's any change planned here.
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Invoice reminders - Option to send copy to self
It would be useful if copies of invoice reminders could be sent to myself, so we have evidence of the detail of the reminder that was sent.
Also, if invoice reminders get a reply, such as the person no longer works at a company, if would be helpful if those responses could be directed to my email. Also would be useful if we could get Read receipts on them.39 votes -
W-9 Management - Ability to sort and filter
There needs to be a way to sort and filter the list by W-9 status
1 vote -
Fixed assets - Add mid year
Fixed asset register - We used to be able to add fixed assets in the middle of a financial year and enter an accum dep to date value within the entry of the draft assets themselves. Now we are restricted to the beginning of a financial year. This is a backward step. Why has the extra functionality been removed?
1 voteHi Catherine, something doesn't sound quite right there. Is it possible there is a lock date set up in the org ? I'd recommend raising a case with our specialists to get a closer look into your org and the asset you're trying to create and help determine what's preventing you from adding the asset on the date you'd like.
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Xero Tax (UK) | Unincorporated association
I need to prepare a ct600 tax return for an unincorporated association.
As it has no company number and XERO corp tax doesn't let you go past Go without a company number it is not possible to do this and I'm back to paper filing.
Please can this be addressed.1 vote -
Invoicing - Add optional donation
Allow charities to add an option for customers to make a voluntary donation when paying their invoice.
When making a payment through the pay now link, they would be able to add an additional amount as a donation, if they choose to.
3 votes -
History & Notes - Include deleted statement lines in the History and Notes report
Under Advanced, History and Notes; add a option to view who deleted statement lines.
4 votes -
Xero Me | Timesheets - Ability to choose different earnings rate
Before we had start/stop times, employees were able to add different pay rates (ie Saturday Penalty Rate). It would be excellent if this option could be included with the start/stop time version in Xero Me.
97 votes -
Customer Statement - Send an overdue invoice statement
The option to manually or automatically create an overdue statement for late paying customers
279 votes -
Multi Currency - Exchange Rate Import and Export
Please look into the idea for Importing and Exporting exchange rate from Xero for the ease of update if default XE Rate is not used by the organisation and the export function to generate exchange rates used for the period.
13 votes -
AU Payroll: Leave requests for part time workers that dont work standard hours
When multiple days are requested the ability to adjust the hours for leave application so it matches the ordinary hours for particularly days.
184 votesThanks for your feedback and interest in the idea here. We appreciate the desire for being able to enable employees to make these changes themselves.
While this is something the team will continually review as they keep developing Payroll for Australia, we want to be open that this is not in the direct plans atm.
If there are any changes or progress for developing this we'll be sure to come back and update you on this, here.
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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
1 voteHi 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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Notification - Include Link on New Expenses Claim
The Notifications bell alerts for new Expenses to review, however clicking on the notification only brings up the same message as a popup. The popup does nothing but display the same text.
It would be great if the notifications actually provided a link to take you to the Expense that needs reviewing, rather than having to navigate through the menu system to find Expenses to Review.
Screenshots provided of current notifications.
1 vote
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