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4647 results found
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Xero Accounting app - Ability to send purchase orders
Send purchase order from mobile app
Frustrated as the platform needs tons of updates it’s terrible
Can’t mark off paid jobs
Can’t search for job name
No job name on invoicing why simple things that should be available61 votes -
Invoice - Ability to automate payment reference
It will be very efficient if there is a feature automating invoice payment reference i.e. Sales or Service Invoice numbers
1 vote -
Bank feeds - Send link to client to authorise
I would like to be able to send a bank/xero link to connect the AMEX credit card feeds or other banks that enable linking via internet banking, rather than having to add the client as a user in Xero first to be able to connect bank feeds via a link. This seems to complicate the signing of completed financials and tax returns sent from xero to the client for signature. It asks them to login (when their email is connected with a Xero account just so they could link internet banking) and many clients are finding it frustrating.
1 vote -
Transaction Entry - Alert to warn when a future date has been entered
have a warning come up when an entry is dated in the future to avoid posting to the wrong year
8 votes -
Projects - Bulk add Tasks
Ability to add the same task to all projects would save huge amounts of time when starting out with projects and general maintenance.
7 votes -
UK Payroll: Option to have regular earnings as days instead of hours
Please can we have the option in Regular earnings to have pay items that can be setup with day units and not hours so taht it shows on payslip as number of days x rate.
Thank you.
21 votes -
Fixed Assets | General Pool Write Off
Under current simplified depreciation rules, small businesses deduct the balance of the small business pool at the end of the income year if the balance at that time (before applying the depreciation deductions) is less than the instant asset write-off threshold.
Currently Xero's pool does not apply this rule & continues depreciating at 30%. It would be great to have a product update so the correct application of current tax rules applys to the pooling system in Xero.
132 votesAppreciate the traction this idea's gained - Thanks for your support, everyone.
Our Fixed Asset product team are working on upgrades to Fixed Assets platform and updating technology - Read more on this broader work on Xero Central
We understand how having an automated control to recognise and apply a write-off for general pooled assets where the balance is beneath the threshold would be useful, this is not in our roadmap right now.
That said, they have a close eye on ideas for Fixed Assets for when the time's right - we'll share any change on the idea, here.
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AU Payroll - Assign multiple tracking categories to pay items
Create the ability to allocate payroll items (eg Wages & Super) to multiple sets of tracking categories within payroll.
The only way that wages can be allocated to tracking categories is via timesheets or Journals (and only one set of tracking categories is able to be included in the timesheet).
This would be really helpful for many NFP's who require the ability to use two sets of tracking categories for all their expenses including Wages & Super (One set of tracking categories for departments and another for funding sources/grants).
96 votes -
UK Payroll - Change payroll journal date
The Payroll Journal dates are currently fixed to be the Pay Date, which is incorrect for any business that has hourly paid employees which must pay after end of month, when all hours are calculated.
Every month all of our P&L figures are wrong because of this. Nobody wants to have to waste time doing loads of manual journals every month, which have the potential for mistakes, when Xero has created a system which is supposed to automate this process.
Others have raised it but Xero never replied, see link at the bottom below.
The solution is:
Create "Payroll Journal Date" as a configurable field in payroll settings, so that organisations can choose this for themselves. It should default to the period end date for that payroll, because as long as it's paid by the 5th of the month, it is fine from a tax perspective.
OR if creating a new field is too much effort, simply change the journal date to always be the period end date, not the payment date.
Probably Payroll was developed to create journals on the payment date because nobody had considered hourly paid industries - most salaried jobs pay within the month. But for many industries this is impossible, so this should be standard functionality and we should not be left with messed up P&L.
https://central.xero.com/s/question/0D53m00007ptAKyCAM/can-i-change-the-date-of-the-payroll-journal
The Payroll Journal dates are currently fixed to be the Pay Date, which is incorrect for any business that has hourly paid employees which must pay after end of month, when all hours are calculated.
Every month all of our P&L figures are wrong because of this. Nobody wants to have to waste time doing loads of manual journals every month, which have the potential for mistakes, when Xero has created a system which is supposed to automate this process.
Others have raised it but Xero never replied, see link at the bottom below.
The solution is:
Create "Payroll…
12 votes -
Manual Journal - Add item codes
The ability to use item codes when completing a manual journal.
12 votes -
NZ Payroll - Alternate Holiday accrual
Change the Alternate Holiday accrual to days not hours. Legally when someone works on a statutory holiday they get to accrue 1 days alternate holiday, which is the hours that they would normally work when they take the day off, not the hours they worked on the stat day. It's misleading putting in hours instead of days, especially if every day if not an 8 hour day. Reports need to be run every time an Alternate Holiday is taken to ensure they still have that day available.
1 voteHi Mandy, this is something our team are working on at present.
Currently, any new businesses that have started using Xero Payroll from 5 August 2024 will have the ability to set up employee leave entitlements to show alternate holiday leave in days. While we're still working on changes to enable this for existing organisations we'll keep you updated of when this is made available here.
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AU Payroll - Option to edit the Timesheet layout
It will be very useful for reporting if we are able to change the layout of Timesheet Details from a week ending to fortnightly while also able to choose the start date and end date without the dates with zero hours.
3 votes -
Journal Report - Showing user creating/editing journal
I understand the new journal report can add a column of "Posted by". it would be great if we can also add the "created by" and "edited by" in the report. We want to see a list of creator, editor and poster for each journal (with Journal details).
5 votes -
Invoice Branding - More Customisation and font options
I think the invoice customisation in Xero needs a major overhaul. Many of my clients have spent considerable amounts on graphic design, but the customisation process (downloading a Word doc, editing, and uploading) is a nightmare. The standard Xero invoices are really dated (such as the Mastercard or Visa logos, the payment slip footer, font choices etc), which means the better option is to upload a customised invoice. The problem I have is that most of the fonts I've tried seem to be unavailable once uploaded to Xero, with most reverting to Times New Roman, and that's an issue that dates back at least to 2020 and has been noted in posts by other users (see: https://central.xero.com/s/question/0D53m00005qPq3kCAC/how-to-make-custom-fonts-work-in-xero-invoices-custom-branding). Invoicing and client communication have a big impact on the way customers and clients perceive a brand, and it surprises me that it's so hard to try and customise invoices from Xero like this. I've looked at alternatives (Stripe, Invoice2Go, etc.) and while not perfect, they offer a much more professional look than the invoices produced from within Xero. For my own practice I choose not to use Xero's invoicing, but if Xero were to offer a better solution in this area I'd change in a heartbeat.
I think the invoice customisation in Xero needs a major overhaul. Many of my clients have spent considerable amounts on graphic design, but the customisation process (downloading a Word doc, editing, and uploading) is a nightmare. The standard Xero invoices are really dated (such as the Mastercard or Visa logos, the payment slip footer, font choices etc), which means the better option is to upload a customised invoice. The problem I have is that most of the fonts I've tried seem to be unavailable once uploaded to Xero, with most reverting to Times New Roman, and that's an issue that…
36 votes -
Invoices/Bills to Pay - Stop automatically scrolling down the page
When returning to Sales/Purchases Overview page ALL Invoices/Bills Xero automatically scrolls down a page moving past the first few lines.
Would it be possible to suspend this action please ?4 votes -
Tracking categories - Spread costs across tracking categories
We run a music festival of 10 concerts. Each concert is set up as a tracking category. It would be great to spread the direct and admin costs across evenly acoss all 10 concerts in a way that doesn't involve entering each invoice across 10 lines.
7 votes -
Projects - Prefix For Project
Instead of manually keying in the Project number, it would be good to have a prefix running number for projects.
7 votes -
Contact - Show total overpayment amount on Contact page
Fault on new contact page - when an invoice is paid using an overpayment is show £0 in the amount paid column! If an invoice is ONLY paid with an overpayment it therefore shows £0 paid £0 due. It should show the full amount paid by any payment method.
11 votes -
Inventory - Visible notes for users to see when using an item
We sell software from various vendors and many have rules relating to how their products are sold e.g. "Must include min of one license of X before customer can order any licenses of "Y" OR "Software Maintenance should be ordered with the licenses, otherwise it is ordered as a "Maintenance Upgrade" (with different pricing), and many other examples.
Updating these each time a new price list is issued must be done manually as Notes cannot be imported or exported making it very tedious.
Also, with Notes being at the bottom of the screen and needing to be expanded to see them, there is no way for users to know there is even a rule attached to any product without going in and looking at each.
These types or product purchasing or sales rules would also be relevant in many other sectors.
The ability to import/export notes (or rules) attached to products and being flagged or visible to internal users when adding the product to quotes or invoices would be a huge benefit to many users.
We sell software from various vendors and many have rules relating to how their products are sold e.g. "Must include min of one license of X before customer can order any licenses of "Y" OR "Software Maintenance should be ordered with the licenses, otherwise it is ordered as a "Maintenance Upgrade" (with different pricing), and many other examples.
Updating these each time a new price list is issued must be done manually as Notes cannot be imported or exported making it very tedious.
Also, with Notes being at the bottom of the screen and needing to be expanded to see…
7 votes -
Bills - Automatically create bill from finalised activity statement
Currently when paying activity statement obligations, you need to manually create a bill or split the payment to the various tax components. These amounts are already in the Activity Statement, so it would be useful to be able to create the bill from the finalised activity statement. This would help business to reconcile ATO payments, and to manage their cash flow as they can see when tax payments are due from their bills report.
8 votes
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