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Projects - Prefix For Project
Instead of manually keying in the Project number, it would be good to have a prefix running number for projects.
9 votes -
Xero Me - List earning rates in alphabetical order
We have several earnings rates Eg. Normal Time, Saturday, Sunday, etc and for each earnings type, there are several rates. We have these set up in Xero and they display in Alphabetical order under 'Pay Items'.
However, when staff are completing their timesheets in Xero Me, all of the earnings rates are out of order (in fact they are in no particular order!) which makes it very hard for employees to complete their timesheets correctly. We have over 45 staff and approximately 30 earnings rates, therefore having them in random order in Xero Me causes many timesheet errors.
I am suggesting that XeroMe Earnings Rates are listed in alphabetical order.
We have several earnings rates Eg. Normal Time, Saturday, Sunday, etc and for each earnings type, there are several rates. We have these set up in Xero and they display in Alphabetical order under 'Pay Items'.
However, when staff are completing their timesheets in Xero Me, all of the earnings rates are out of order (in fact they are in no particular order!) which makes it very hard for employees to complete their timesheets correctly. We have over 45 staff and approximately 30 earnings rates, therefore having them in random order in Xero Me causes many timesheet errors.
I am…
1 vote -
Quotes - Include reference in quote acceptance email notification
Ability to include the reference with quote acceptance email. Currently the email notification only has the account name and quote number.
1 vote -
Invoice templates - Set defaults for show/hide fields
When creating/editing an invoice with the new style, you can select fields to show/hide. We would like to be able to change these and set the changes as default - at the moment you have to go in and select the ones you would like to see every time you are editing an invoice. The main one for us is the discount column - we would like to see this on every invoice. Having this functionality to show/hide is good, but just don't want to change this every time.
13 votesHi everyone, we appreciate your feedback on the show/hide fields option. As you may have seen in other updates we're working on a new line item grid that will encompass a few enhancements we know our customers want to see, and will also include an improvement to the behaviour of the show/hide fields so the options you select will be retained. I'll come back to confirm when this is released.
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Xero Tax - Accreditation for tax authorities in Portugal
Currently, it appears that Xero is not authorised by Portuguese tax authorities for use with a company in Portugal. As we run a business in the UK using Xero, it would make sense to also use the same accounting system in an authorised fashion in Portugal.
Could this be done?5 votes -
Bills - Categorising hire purchase or loans from aged payables
Having the option of when adding a purchase invoice which is for a hire purchase or a loan agreement, then Xero automatically removes the aged payable balance from the listing and posts to a Hire Purchase/Loan nominal code to avoid having HPs/Loans in the payable listings - I know that this is a feature that other accounting systems have, such as FreeAgent.
1 voteI know it's been some time since you first started this idea, Harry. There's been lots of discussions from other users on Xero Central about recording Hire purchase transactions, and if you're using Xero's Fixed Assets you'll find steps on how to do this in our article here.
There's no logic in Xero to automatically detect where a transactions is for hire purchase or a loan, however if you've set up a liability account that you can record these sort of transactions to, it's a simple process of choosing this account when recording the transaction in Xero.
Tbh we don't have any immediate plans for changing how this works in Xero for the short term.
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Invoices - Support Pay Now with Foreign Currency
The Pay Now option is not visible on the online page of an invoice when the currency of the invoice does not match the organisation's default currency. This is especially annoying when Payment Services such as Stripe are set-up as they can easily process multiple currencies.
Moreover, as it is not (or poorly) documented that Payment Services are not usable when using a foreign currency, it just seems to be a bug. I contacted support who responded with the following:
"The Pay Now button on an invoice only shows if the currency of the invoice or payment account is the same as your organisation's base currency."
Our default currency is AUD, but most invoices are in USD, in general payments are collected directly in Stripe, but it is essential for us to be able to create a USD invoice in Xero and get it paid directly as it is possible in AUD.
Thanks!
The Pay Now option is not visible on the online page of an invoice when the currency of the invoice does not match the organisation's default currency. This is especially annoying when Payment Services such as Stripe are set-up as they can easily process multiple currencies.
Moreover, as it is not (or poorly) documented that Payment Services are not usable when using a foreign currency, it just seems to be a bug. I contacted support who responded with the following:
"The Pay Now button on an invoice only shows if the currency of the invoice or payment account is the…
4 votes -
Invoicing - Assign a default Due Date and Currency per Invoice template
To allow default settings for individual invoice templates. For example rather than set a default due date or currency for ALL invoices, allow individual invoice templates to be set there own due date timeframes , ie 7 days or immediate payment terms and also the same for currency.
The more standardised we can make our templates, the less likelihood of user error.
9 votes -
Billable expense - Automatically autofill account and project code in invoices
Currently after we assigned billable expenses to a customer and subsequently when we create a new invoice with the billable expenses, noted that the tracking category named Projects as well as account code are not auto-fill. We need to fill in manually which is time-consuming, imagine there are 100 items in the invoice.
It will be very helpful and save time if the account and project code will be auto-fill in the invoice. We really appreciate your support and looking forward this can be implemented. Thank you!
10 votes -
GoCardless - Notification of chargebacks on invoices
We need a way for Xero to know that there was a chargeback on an invoice through GoCardless so that the payment applied against the Xero invoice is removed.
There have been instances where a customer's bank did not accept the charge made against the bank account and GoCardless charged us back for the invoice. We didn't collect the payment, but Xero still has the invoice marked as paid. When reconciling AR this month, there was a few invoices that were charged back but were still showing paid.
20 votes -
Contacts - Option to choose column to sort by
Sorting bills or invoices under contacts by bill/invoice number or date or due date or reference, etc., Previously I believe that this was possible, now the only column is date and that's pretty annoying when looking for a particular bill number, etc.,
3 votes -
Notification - Reminder to employee to enter Timesheets
An option within the employee page, once selected, to send app notification reminders that timesheets are due by specific date/time.
136 votesHey folks, thanks for the idea and support here. We appreciate all the valuable feedback and ideas shared regarding timesheet reminders ⏰
We understand that the ability to easily remind employees to fill out timesheets would make things easier and save you time.
Our product team is currently investigating potential solutions for this but at this early stage there are no specific time frames available. We’ll be sure to let you know if there’s any change, though! -
Payable invoice detail report - Add Projects column
Payable invoice detail report - Add additional column for 'Project'
3 votes -
new invoicing
New invoicing has to go, it is aboslute rubbish and does not work, The new reporting si so bad and hard to work along with the latest change I will likely leave. And no one at xero wants to talk to you, and one reply i saw was basically gaslighting every one into a tough ti..ies it is changing. keep old invoices, and work on weaknesses like inventory for small businesses.
2 votesSorry to hear you're not liking some of our changes in Xero, Fiona. I've made sure to share your feedback here with the team but want to be honest that we will be retiring classic invoicing in September and we will move the idea here to not planned. However, that said we are committed to continuing to build on new invoicing.
I understand you've seen some of our responses elsewhere and as you may have seen some of the ideas on the site that relate to changes that you'd like to see I encourage you add your vote and join these for any updates. If there's not an existing idea for a particular change you'd like to see please do add it, our product team are taking on board all feedback we're receiving on this.
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NZ Payroll - Import past earnings
When setting up new employees from another system, it would be great, if we could import the past earnings information.
9 votes -
Contact Bank Activity Graph
Reinstate the bank activity graph for contacts (clients) which used to enable us to see all bank activity for all bank accounts on the client contact page. Give us back our credit control eyes!
10 votes -
Bills - Enter days for bills due
Hi
Please can we have the ability to change the settings on suppliers bills due date to move than 31 days of the following month. We have several suppliers where we do not need to pay until 60 days after the end of the month in which the bill is issued.
Thank you
2 votesThanks for sharing here, Karen. To just get a better understanding would this be when creating a new bill, or perhaps a repeating bill? It'll be handy when sharing back with the team.
You could set up defaults in your Contacts to auto enter the due date for example as 60 days after the end of the invoice month, or similarly with a repeating bill you could set this up in the template.
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Invoices - Bulk send receipts for paid invoices
If you receive a lot of payments on the same day (20th of the months) would be useful to select the paid invoices all at once and send the receipt to all clients at the same time rather than have to open every single transaction and send the receipts individually
Alternatively could be a feature on invoices were you choose to send receipt automatically upon payment received.
23 votes -
Reports - Add Business Snapshot report to management reports
It would be great to be able to add the Business Snapshot Report to the Management reports
10 votes -
Bills - Capture energy usage data when inputting utility bills
Capture energy usage data such as electricity kwH and gas MJ, or actual CO2 emissions when inputting utility bills. This would be beneficial for SMEs who may need to calculate carbon emissions - increasingly being asked for this by larger clients with net zero targets and/or are calculating their Scope 3 emissions.
3 votes
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