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4713 results found
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Bill Payments - Use supplier account number as Payee reference
Option to use supplier account number as Payee reference when making Open Banking payments by direct bank transfer.
Currently the Supplier account number is not displayed anywhere.
It defaults the Payee reference to the Bill reference which is fine when paying single bills to a supplier. However, if I want to make a single payment to the supplier for multiple bills (group by Payee option), we would want to enter our Supplier Account number as the Payee reference. See attached.
9 votes -
NZ Payroll - Ability to only split payments on salaries
As some employees split payments between multiple bank accounts when they're paid, it would be good to have an option where this only happens when processing a salary payment, not reimbursing expenses. Had one where there were only expense reimbursements done (no salary/PAYE etc.) but the payment was still split and majority went to IRD. Perhaps a checkbox when entering the second bank account in that says "only split on taxed earnings" or something like that to avoid having to go and delete then re-add the additional account every time.
2 votes -
AU Payroll - Ability to swap primary and secondary bank accounts for employees
I have an employee with two bank accounts - Bank Account 2 currently has a dollar amount going to it, and Primary Bank Account has the balance. The employee would like to swap which one is getting the dollar amount and which the balance. I'd like to do this with a button.
Instead I have to do it manually, copying and pasting field by field.
2 votes -
AU Payroll - Block duplicate super funds from being added to employee record
Please make it impossible to add a duplicate identical super fund to an employee's record.
1 vote -
Shopify - Connect 2 stores to one Xero Organisation
We have 2 Shopify stores, one for our wholesale customers and one for consumers, however, unfortunately, we cannot connect both to Xero, which is extremely annoying and causes a lot of work for us behind the scenes. Connecting both will mean a more streamlined experience and make our Xero world much easier.
2 votes -
Quote - Create repeating Invoice from quote
Currently, to invoice from a quote = a standard invoice. There needs to be an option to create an repeating invoice also. This is consistent with the request to change a standard invoice into a repeating invoice also.
6 votes -
Invoice - Prefix in Date Format YYYYMMDD-01
Invoices - Prefix in Date Format
It would be great we could choose an invoice prefix in a date format that automatically updates each day. For example 20231123-01, 20231124-01 02 03 etc.
I track my invoices by the date in which I send them so this feature would save me alot of time instead of having to manually update the date in the invoice prefix each day.
9 votes -
Xero Analytics Plus | Short term cashflow - Ability to set date range (e.g a year)
Xero Analytics Plus cashflow to show a year not just 90 days.
The current cashflow upgrade from Xero only shows up to 90 day which is weird as in reality you need to forecast for the year. Is this going to be extended to a year like all the other cashflow apps ?49 votes -
Purchase orders - links existing bills to purchase orders
Please provide bills allocation to purchase order option. converting purchase order to bills is not that useful as we received multiple invoice from different suppliers. sometime some supplier send us wrong invoice and without P.O allocations to bills we were unable to catch that kind of mistakes. which result in wrong payment.
benefits of that option:
it will be easy to see if trade/supplier invoiced more than our purchase order (agreed price). as right now there is no way we can see that information in xero.
implementations way could be:
Purchase order should be zero after allocating bill to it or show balance amount (like credit note in bills right now shows zero balance) or something similar to it.
and bill should be zero after payment is made or allocated to that bill as it is already doing.Please provide bills allocation to purchase order option. converting purchase order to bills is not that useful as we received multiple invoice from different suppliers. sometime some supplier send us wrong invoice and without P.O allocations to bills we were unable to catch that kind of mistakes. which result in wrong payment.
benefits of that option:
it will be easy to see if trade/supplier invoiced more than our purchase order (agreed price). as right now there is no way we can see that information in xero.
implementations way could be:
Purchase order should be zero after allocating bill to it…
27 votes -
UK Payroll - Exclude employees/directors from pension at any time
Be able to change an employee/director to be excluded from the pension at any time.
At the moment, if a director is not excluded from the pension scheme straight the way, the payroll has to be rolled back to when the director was assessed. This is fine for small payrolls but would be very timely on the larger payrolls.2 votes -
Repeating Invoice - bulk update of amounts
We are a subscription based business, so it would be great to be able to bulk update repeating invoice amounts. Either by selecting all the ones we'd like to change or by pushing through new inventory/product/service price changes. At the moment we have to change every single repeating invoice and this takes hours and hours!
235 votesThanks for the feedback and great to hear the use you find in repeat templates in Xero.
While there's no way to bulk update templates atm, you may find updating your templates through export & import of invoices more helps quicken things up?
You could export invoices that have been generated from your template to CSV, update the amounts in the exported file, and then re-import.
This will create 'Draft' invoices in your Xero org from which you can create a Repeat template and then delete the draft. 🙂
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Multicurrency - Automatically update prices for currency invoices
When generating quotes or invoices in foreign currencies, the amount should get automatically converted based on the current conversion rate. At the moment this needs to be done manually as the system just changes the currency without actually converting the value. This can be quite tedious if there are a large number of items or prices in an invoice.
4 votes -
Inventory - Increase all item prices by a percentage
An option to increase the price for ALL products in the database by a percentage.
13 votesHi community, our product team have started exploring some improvements in inventory in Xero with the ability to bulk update the sales price of inventory items by a percentage being one they've set their eyes on!
For now, we'll shift to Under review and I'll be back to share more when there's news 😊
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AU Payroll - Restrict which earnings rate an employee can select in timesheets
Ability to restrict which pay items an employee can view in Xero Me to only those that apply to that employee. Without this ability employees sometimes choose pay items that do not apply to them. Most often this is picked up at the authorisation stage but why allow the possibility for error in the first place.
55 votes -
Hyperlinks
We would like to be able to share hyperlinks of transactions (any, bill, invoice...) to other people.
1 voteThanks for your response, Elsa. If the user has access to the organisation you could share the browser URL of the invoice or bill you're on. This contains a transactions ID. The user would need to be logged into Xero and then when they go to that link it'd open that invoice.
I guess the second part of your idea here when you mention the hyperlink - Is there somewhere specific or a method you're using that you'd want to share the link?
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Reporting - Report on Paid expense claims
Be able to view a report of expense claim details of expenses that have already been paid
9 votes -
Reconciliation | Suggest previous - Move to top of screen
The "Suggest Previous" check box appears at the very bottom of the screen. This poor interface feature required me to log a support ticket to find it -- after the feature was dropped from an update.
The time needed for me to reconcile tripled without this simple feature. More time was necessary by logging a support ticket.
May I suggest:
1. software updates maintain the existing settings, and
2. place the "suggest previous" at the top of the screen where Users have a chance to see it.1 voteHi Joe, the 'Suggest previous entries' option has always been located at the bottom of the Reconcile screen.
Appreciate why you may want to see this further up the page and we'll get a sense of the interest in this here.
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ApprovalMax - rejected bill email link - allow editing when it takes you to Xero
When we receive an email from Approval Max stating that someone has rejected a bill, it has a link to the bill in Xero. When you open the link, there's no way to edit/amend the invoice from this screen.
Please add an edit button.
Currently, from this screen, to edit the invoice, we need to go to:
Bills To Pay > Drafts > search for the invoice > then edit itToo many additional steps to edit the invoice, it should be easy from that first link.
1 voteHi Kelly, thanks for the screenshots. Seeing as this email is sent by ApprovalMax we'd recommend connecting with their support to see if this is something they can change or would consider extending their integration for. Many of our app partners designed and built their integrations with Xero themselves and are best placed to confirm how this works and make changes to it.
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Hotmail
Please enable Hotmail to be delivered to inboxes not their spam accounts when sending invoices
1 voteHi Aaron, spam filters are determined and set by your email provider. We recommend sharing this article with any of your hotmail recipients that are finding that their invoices are being directed to spam folders. They will be able to update their email settings to add @xero.com and @post.xero.com to their email safe senders list to ensure these get through.
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Xero App - Show Product & Services on mobile app
On the Xero mobile app, it would be great to be able to search Products & Services. If a customer wants a price on an inventory item, I have to create an invoice or quote, then add an item to see a price. A Product & Services link off the Dashboard would be very helpful.
7 votes
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