4145 results found
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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.
3 votes -
Sales - Add customer purchase order and issue invoice from it
Sales - how to add customer purchase order received in Xero and issue invoice from that purchase order. This way it will be easier to track PO received from customer vis a vis the invoices issued.
8 votes -
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
5 votes -
Batch Deposit - Include over/pre payment when creating batch
Batch Deposits: allow adding over-payments and pre-payments to a batch deposit from the Invoice > Awaiting Payments tab.
Currently a bank deposit that includes over-payments or pre-payments will not match recorded batch deposits because over-payments and pre-payments cannot be added to batch deposits. This causes a lot of wasted time communicating with client accounting staff to understand how to reconcile the variances.
41 votes -
Tracking - Increase tracking options limit
Hi there, we have been using tracking options for our projects and we have now reached the maximum number and reached the limit for it, but we don't want to delete the previous projects<. Just want to know, if we can increase options limit to numbers. Thank you.
Limin Kaka Luo
Thee Group5 votes -
New invoicing - Change payments window from vertical to horizontal
On the new invoicing screen - when adding payment. Can the box run horizontally as opposed to vertically then we will be able to use the tab function to move between boxes?
Also I think reference is an essential box and needs to visible here (and you don't have to click + to get it) when entering a payment, but also on the bank reconciliations screen where you have to "Add details" for that box to appear.
All we want is efficient workflow.1 voteHi Audrey, appreciate your feedback however I do want to confirm that in it's current form you are able to tab between the fields of the Payment window. If you'd like to enter something in a field press enter and this will open the selection, then tab to get to the next option. This includes reference - once highlighted press enter and this'll open the reference field for you to enter detail
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AU Payroll - Add employee invited to Xero Me in Audit History
I love the Payroll Audit History on each employee, though I noticed it doesn't include history on the Employee Xero Me invited. It would be great to have a similar thread to when invoices are sent : date & time of sending and which email it was sent to.
Employees frequently state they "didn't receive the invite", it makes the conversation easier if we can say, "we did, please check ___ email's inbox and junk for an email received at ____ time on ___day"2 votes -
AU Payroll - Ability to generate timesheet report for hours paid vs hours submitted
We are wanting to create a report for timesheet information for hours worked submitted by employees, that have been reviewed by their managers, i.e. rejected and unapproved overtime worked. The timesheet report only lists the paid hours. We would like to know the hours submitted by employees on their timesheets, versus the hours that were eventually approved and paid for. Are we able to create a custom report for this, to work out unapproved (as revised by the approver) overtime hours per employee, for a specific time period. This information is needed to do the BOOT test each year for…
4 votes -
New Invoicing - Time stamp in History & Notes
In the classic invoicing history, we can see the date and timestamp, this is not available in the new invoicing - see attached screenshots.
We use this time stamp a lot for trouble shooting - like what time or XPM and what time was the invoice approved. This helps if there is an integration problem or double up, or payment query.
71 votesHi community, to keep you updated of progress in this space. Our product team recently released an update so you can view more detail in history such as where an issue or due date has changed or total amounts of the invoice have changed and who these were made by. We have more improvements coming for history and notes in new invoicing and will share more as it's made available, here.
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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.4 votes -
Xero HQ | Reporting - Exchange Rates used over a period that is exportable to Excel
Dear Xero HQ, appreciate if we could have the function to Export a Report on the Exchange Rates used for a period of time (in Excel Format). Thank You
28 votesHi 👋 - Is there a specific purpose this report would help with?
Also to better understand the idea would this be on a client basis or across all clients that are managed by a practice?
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Bank Reconciliation - Optimise mobile browser experience for 'Find & Match'
I occasionally log in on mobile to reconcile my bank feeds, via my browser (Firefox, but the problem existed on Chrome as well when I used that). Whenever you reconcile a payment and the auto-focus moves to the next payment, if there's not an invoice suggestion for the amount, the page zooms directly to entering 'Name of the contact' taking up the whole screen. You have to then pinch the whole view repeatedly to zoom out enough to see the option for 'Find & Match'.
Why would manually entering a name be the default, and not 'Find & Match'? I…2 votes -
Management Report: Be able to save individual reports
Management Report: Be able to save individual reports in the management report as custom reports. Currently only the pack can be saved as a custom report. If I have edited the profit and loss I cannot save this specific report to be used in other management packs.
1 vote -
Bcc quotes
Bcc Quotes and Invoices.
Our quotes and invoices do not show on our CRM when sent from Xero as we cannot Bcc them. Come on xero. Add Bcc for quotes and invoices
1 vote -
Allow access to XIP regardless of user role
Xero Inventory Plus should be an option, similar to Expenses and Projects, for any/all users regardless of roles. I need everyone on my team to see where our inventory stands.
1 vote -
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 vote -
Payroll - Assign multiple tracking categories to employees
When an employee works for multiple tracking categories within the business... Now, there is only one category that we can apply to in an employee card...however, sometimes, they work for more "tracking categories" ..it would be handy if we could select more category options while processing pay runs..
7 votes -
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 available38 votes -
New Invoicing remove # from Invoice number
Why is there a # in the invoice number field? I think only USA use this and it's annoying to everyone else.
1 voteHi Claire, I do want to confirm that the '#' symbol is only shown on the view of the invoice in Xero. You'll see once saved or approved only the symbols entered within the field are shown in the Invoice Number column on the list view and this field will show depending ono the branding styles applied to the sent invoice.
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UK Payroll - Employees work pattern to auto populate timesheets
Can Xero Auto populate the timesheets section from the standard hours, that you can then review and update there.
Can the standard hours set on the employees account auto populate the times sheet so when reviewing you are only working through and making the alterations and not adding them all in when this is very repetitive. It is currently faster to run a draft pay run and go into every payslip and make alterations which is frustrating.
Thanks
2 votes
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