- or
No existing idea results
- ~ No ideas found ~
4771 results found
-
New Invoicing - Not user friendly
There are so many disadvantages to the new invoicing. All my points have been covered in previous ideas so have voted for them. This note is to add my frustrations to everyone else's on this supposed "faster" way to invoice.
I have even had a customer say the GST was wrong and had to revert to the classic invoicing to fix then return to the new version.
This whole new version is not my favourite and I will be recommended to my clients to consider other software if these Xero "improvements" continue to disappoint. There are other improvements that disappoint also!!!
There are so many disadvantages to the new invoicing. All my points have been covered in previous ideas so have voted for them. This note is to add my frustrations to everyone else's on this supposed "faster" way to invoice.
I have even had a customer say the GST was wrong and had to revert to the classic invoicing to fix then return to the new version.
This whole new version is not my favourite and I will be recommended to my clients to consider other software if these Xero "improvements" continue to disappoint. There are other improvements that…
4 votesThank you for your feedback, Kathy - I've made sure your feedback here has also been shared with our product team and thank you for also adding your voice and votes to specific ideas across the forums here.
We will move the thread here itself to not planned, however we will continue to iterate new invoicing to keep improving the experience for all our customers.
-
1099s - Receive Money transactions to populate in 1099 report
If you pay a vendor too much and they send you a refund for the overpayment that is recorded as a Receive Money transaction, then the amount to be reported on the 1099 should be the net (amount paid less the refund received), but since Receive Money transactions don't populate on the 1099 report, the amount is incorrect.
4 votes -
Fixed Asset - Partial disposal of an asset
Would be good to have a function within fixed asset register that allows to part dispose of an asset and to revalue.
350 votesHi everyone, thanks for sharing your support for part disposal of Fixed Assets in Xero. Being transparent - current work for the team requires focus on upgrades to Fixed Asset technology.
However, we’re thinking of what comes next and partial disposal of an asset figures strongly in this. Please continue to detail your particular use cases here in Product Ideas.
As we continue forming the future of Fixed Assets in Xero insights from Product Ideas here will feed into the team's plans. -
Reports - Add Contacts report to show contact details and contact activity
Contacts report that shows contact details (name address etc) and Activity in last Financial Year.
This would assist in cleanups of multiple contacts / old contacts etc.15 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.
20 votes -
Branding - Option to Archive invoice branding themes
Branding Themes (in Invoice Settings) that are templates for Invoices, Statements, Purchase Orders, Quotes, Remittances, you name it, can only currently be 'deleted' when no longer required (ie, if a staff member resigns). BUT, individual staff themes have generally been attached to a transaction and once that 'theme' is deleted, you lose the history/audit capability. Being able to ARCHIVE instead will maintain the integrity of all the 'theme' template data it was use for.
6 votes -
AIA G702 & G703 Application for Payment
Access and use G702 & G703 Application for Payment forms for progress payment
1 vote -
Inventory - Export selected items, instead of the whole list
I would like to be able to bulk edit a select, small number of products and/or export them to CSV for editing and re-importing.
We have 4000 SKUs, and if I want to edit 20, a simple bulk edit feature would be very useful. The CSV is unmanageable and needs to be split up for re-importing. It makes a huge task when it needn't be.
1 vote -
Project - Show Days elapsed vs remaining
In Xero Projects --> Time it will show "Deadline 31 May 2024 80 days to go"
Instead could it show "56 days elapsed and 80 days to go", or a percentage of the days elapsed to give it a scale the same way the invoiced and timesheeted hours headings do.
You could treat the first day as the first time entry on the project, so no need to add a field to manually set the project start date.
3 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
7 votes -
Bank Feed - Connect SumUp as a bank account
It would be great to be able to connect a normal SumUp account like you can Stripe or PayPal not just SumUp POS.
13 votesHi everyone, thanks for your votes on this idea. While we're always interested in integrating with more banks, the most effective way to get a new feed established is for customers to request it directly from their bank. The more that SumUp hears from its own customers that a Xero integration for bank feeds is needed, the more likely they are to work with us to build one.
For now, you can manually import your SumUp transaction data into Xero using QIF, OFX, or CSV file types. You can find detailed instructions on how to do this in the Xero Central article below.
This idea is open for voting and comments, and we'll continue to keep an eye on the interest for this idea here.
-
Projects - Integrate with Google Calendar
Integrate Xero Projects with Google Calendar so you can allocate workload/timesheets to projects more seamlessly.
13 votes -
AU Payroll - Pay employees across multiple bank accounts
Employees have requested their net pay to be paid across more than four bank accounts, though this function is not available. Increasing the number of bank accounts would assist employees and those processing payroll.
6 votes -
Invoicing - Exempt flag for non-taxable lines
When using the new Avalara auto taxes, the options are now show every line item tax rate, even if it's except. This is not right. Tax Exempt lines should show Exempt, just like they did with the manual tax entry. My clients are confused why every line item shows a rate rate, even if it isn't being taxed. In the business AND accounting world this is not right. Only items that are being taxed should show tax rate.
5 votes -
Checks - Check Voucher reference line to agree to the bill reference field
It would be beneficial to be able to adjust the check voucher format.
When paying multiple bills on one check, just list the bills (1 per line) that this check is paying. The reference line on the check voucher should agree to the Reference field on the bill. It makes no sense to reference each line item on the bill. We can have over 25 line items on a bill. I hope this issue can be addressed soon.
2 votes -
Fixed Assets - Create as Draft if recoded from other accounts
Xero should create Fixed Assets as a draft if they are recoded from other accounts at a later date, rather than having to completely remove them and re-enter them as fixed assets.
7 votes -
Contact navigation - Left of screen (rather than top)
allow for contact navigation to left of screen more streamline
1 vote -
Manual Journal | Copy - Option to select debit or credits
Option to exclude debit and credit amounts when copying manual journal
1 vote -
Bank feeds - Allow direct bank feeds with Discovery Bank
Please allow bank feeds to be connected via Discovery Bank. This is one of South Africa’s largest and fastest growing banks used by businesses.
5 votes -
Analytics plus | Business Snapshot - Ability to change headings
It would be great to have the ability to edit Headings in Business Snapshot in Analytics-Plus as I work for a charity and having commercial terms (such as profit and loss) are not really helpful in a Charity setting.
2 votes
- Don't see your idea?