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4615 results found
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Reports - Option to use pay periods dates rather than payment date
I would prefer that the dates displayed on the Payroll Activity Details & the Payroll Employee Summary reports are the beginning and of the pay period.
I have found that some of my clients get confused with the way those reports are currently issued, using the payment date.5 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.
181 votesHi team, I know it's been sometime since this idea was initially raised and we wanted to update you all here.
We appreciate and understand why some businesses would prefer the acceptance of a Quote be sent to the organisation's reply to email address, rather than the user that initially created the Quote.
While our product team have reviewed and are attentive to your interest in this, we want to be upfront that this is not something we currently have direct plans for changing the behaviour of.
Our team will continue to review this idea and when we're in a position to assess notification and communications for Quotes, we'll share if there are any updates around this, here.
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Business Snapshot - Filter by tracking category
It would be good to be able to filter the Business Snapshot by tracking category and show only income/expenses for each Tracking Category on the dashboard e.g by Department/Region/Product etc.
5 votes -
Lock dates - Warning if user enters a date in a prior / locked period
It would be good if there was a warning if an adviser user inadvertently enters a date in a prior accounting period which has been locked. For example year end is 31 Dec 2022 and a current year bill is entered as 17/11/22 instead of 17/11/23
5 votes -
Foreign currency - Change exchange rate behaviour
Re: Handling of Mutly-currency/translating foreign currency amounts into the functional currency
Multy currency is currently not fully supported in xero.
A foreign currency transaction should be recorded initially at the rate of exchange at the date of the transaction and then, at each subsequent balance sheet date, foreign currency monetary amounts should be reported using the closing rate.
This is true in xero only for Bank accounts, accounts receivables and payables set in foreign currency but not for other account.
As a result users are required to input periodical manual adjustments at each balance sheet date.We ask Xero to take in consideration such issues, to review them and take action now.
Re: Handling of Mutly-currency/translating foreign currency amounts into the functional currency
Multy currency is currently not fully supported in xero.
A foreign currency transaction should be recorded initially at the rate of exchange at the date of the transaction and then, at each subsequent balance sheet date, foreign currency monetary amounts should be reported using the closing rate.
This is true in xero only for Bank accounts, accounts receivables and payables set in foreign currency but not for other account.
As a result users are required to input periodical manual adjustments at each balance sheet date.We ask Xero to…
91 votes -
Reports - GST late filing adjustments
would be so much easier if the only amounts that show on the GST late file reports are amounts where the GST treatment has ACTUALLY changed. doing something as simple as changing a code in a filed period can create hundreds of pages of "late claim" adjustments but they are just in and out entries..... this also makes it harder to determine which entries have actually changed.
8 votes -
NZ Payroll - Add bereavement Leave as a permanent leave item
Have Bereavement Leave as a permanent leave item when a new employee is setup.
8 votes -
Invoices: Receive a notification when customer has viewed invoice or quote
To receive a notification when customer has opened or read quote or invoice. That way you know they have been received and there is less emphasis on following up.
39 votes -
Invoices - invoice a percentage of a task
Having the ability to invoice a percentage of each task in a project.
Our company invoices as a job progresses e.g 20% of one task is completed the first month, and then 50% has been completed the following month.
At this stage, I am only able to apply a 'discount' to alter the amount invoiced (while still maintaining the full contract amount on the invoice as a reference to clients). When doing this, it also marks that task as invoiced and I am unable to further invoice. The only alternative to this, is invoicing for a project amount and still applying the discount.
This is a very convoluted way to invoice and causes messy reporting.
Is this something we cna look at adopting in XERO projects?Having the ability to invoice a percentage of each task in a project.
Our company invoices as a job progresses e.g 20% of one task is completed the first month, and then 50% has been completed the following month.
At this stage, I am only able to apply a 'discount' to alter the amount invoiced (while still maintaining the full contract amount on the invoice as a reference to clients). When doing this, it also marks that task as invoiced and I am unable to further invoice. The only alternative to this, is invoicing for a project amount and still…14 votes -
Permissions | Ability for Manage users to assign Payroll Admin
If a staff member has Manager User access to a client file this doesn’t allow them to add users to a file with Payroll Admin unless they have Payroll Admin permissions.
It would be good if people are allowed to MANAGE the access without necessarily having themselves.
Can this idea please get implemented as it will avoid adding administrators with Payroll Admin permissions to our large client list when it isn’t required.40 votes -
Statement - Include invoice description
Ability to have the invoice description on statements sent to customers.
56 votesThanks for your feedback on the thread. Though not useful for all, we did bring attention to the reports that could help some people in the forums here.
We'll continue to consider this and other ideas for customer statements as the platform evolves.
Again not a full resolve but another option that could be handy for some is the inclusion of the Outstanding bills link when sending individual invoices to your customers. Through this, persons of a contact will be able to view and get detail of the invoices they have outstanding with you at any given time.
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GST Audit report - Include narration from bank statement
DEAR XERO. CAN YOU PLEASE CHANGE THE GST AUDIT REPORTS SO THAT THEY SHOW THE ACTUAL NARRATION THAT IS ON THE BANK STATEMENT INSTEAD OF THE PAYEE NAME. WHEN RECONCILING TRANSACTIONS XERO ADDS IN A SUGGESTED PAYEE NAME WHICH OFTEN GETS ACCEPTED, OFTEN ITS INCORRECT. THIS IS THE DETAIL WHICH SHOWS ON THE GST AUDIT REPORT. IF I AM CHECKING THE REPORT I NEED TO SEE WHERE THE ACTUAL PAYMENT WENT, FROM THE BANK STATEMENT - NOT WHERE SOMEONE HAS INADVERTENTLY SAID IT WENT WHICH MAY OR MAY NOT BE CORRECT. THERE IS A LOT MORE INFORMATION ON THE BANK STATEMENT NARRATIONS THAN JUST A PRESET PAYEE NAME.
DEAR XERO. CAN YOU PLEASE CHANGE THE GST AUDIT REPORTS SO THAT THEY SHOW THE ACTUAL NARRATION THAT IS ON THE BANK STATEMENT INSTEAD OF THE PAYEE NAME. WHEN RECONCILING TRANSACTIONS XERO ADDS IN A SUGGESTED PAYEE NAME WHICH OFTEN GETS ACCEPTED, OFTEN ITS INCORRECT. THIS IS THE DETAIL WHICH SHOWS ON THE GST AUDIT REPORT. IF I AM CHECKING THE REPORT I NEED TO SEE WHERE THE ACTUAL PAYMENT WENT, FROM THE BANK STATEMENT - NOT WHERE SOMEONE HAS INADVERTENTLY SAID IT WENT WHICH MAY OR MAY NOT BE CORRECT. THERE IS A LOT MORE INFORMATION ON THE BANK…
20 votes -
Credit Notes - Create for Contact Groups
Allow credit notes to be created for contact groups in the same way invoices can be.
4 votes -
Invoices - Assign billable expenses in bulk
Is would be helpful to be able assign different expenses from one bill to different customers, in one batch. At the moment you have to do it individually and then go back into the assign expenses section to do it again for each assignment, which for a bill that relates to multiple customers takes a lot of time.
9 votes -
Bank Reconciliation - Automatic payment allocation to oldest invoices first
If you have multiple invoices for the same client, a feature that allows you the option to automatically apply bank transactions receiving money from the client to the oldest invoices first moving closer to date would be mighty helpful. At the current moment, we have to manually split out each transaction to the invoices when reconciling bank transactions; it stands to reason that if you have a client with multiple invoices and they pay off in chunks, you would want to apply payments to their oldest debt first; having this as a selectable option for a contact / bank rule would be great.
If you have multiple invoices for the same client, a feature that allows you the option to automatically apply bank transactions receiving money from the client to the oldest invoices first moving closer to date would be mighty helpful. At the current moment, we have to manually split out each transaction to the invoices when reconciling bank transactions; it stands to reason that if you have a client with multiple invoices and they pay off in chunks, you would want to apply payments to their oldest debt first; having this as a selectable option for a contact / bank rule…
10 votes -
Quotes - Create one invoice from multiple quotes
Ability to consolidate multiple quotes in to a single invoice
11 votes -
E-Invoicing - Notification when bills have been created
I would like to receive a notification when draft purchase bills are automatically created when using e-invoicing. Otherwise, i wouldn't know it was there to be paid.
15 votes -
Purchase Orders - 'Pick Up' option for Delivery field
I would like to have the option of raising a purchase order and selecting 'Pick Up' from the delivery field.
4 votes -
Account Transactions Report - Show Invoice Date and Paid status
On the Account transactions report bank accounts or other accounts it would be great help to have the invoice date as well and paid unpaid status
4 votes -
Invoicing - Automatically delete draft invoices when merging invoices
I would love if when we merged Invoices into 1 from drafts it doesn't leave the draft that I need to manually go back and delete. This can cause double ups of Invoicing.
6 votes
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