4130 results found
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expense claim linked to contact
Since we ultimately want to see how much each employee is spending and since employees must be set up as a contact - We should be able to link the employees User Id to their contact. This way all the expenses submitted will show up as spend money transactions under the contact for each employee.
Obviously right now the employee could choose themselves as the contact when they submit the expense report but more often than not, they will not.
Having the contact linked to the user id will be particularly helpful for reconciling credit cards since the contact info…
2 votes -
Global Pay Run - Add Pay Run to Xero Me
Kindly include payroll in Xero Me for Singapore version
1 vote -
Verify GST number and NZBN against IR and co office register
Verify GST # and NZBN against the register.
1 vote -
Xero Me - Add an optional Reference field for expenses
Xero Me - By adding a reference number field as an optional input you can more easily trace and reference expenses loaded onto the system via the Xero Me app on your phone. At present such a bill has no reference number.
1 vote -
Billable expenses - trace back to a billable expense that is connected to a sales invoice
To be able to trace back to a billable expense that is connected to a sales invoice.
I know on the billable expense it states the sales invoice reference number it's connected to (and is a clickable link to take you to the invoice) but on the sales invoice it just mentions billable expense, not a reference or more detail or a link to lead you back to which expense it is.
This would be extremely useful.1 vote -
Multiple Report Styles
Multiple Report Styles
It would be great to have multiple report styles for reporting where different logos and different names can be added for reporting. For example we have 2 companies using the same Xero HQ where one company does the accounting work and the other company compiles the reports so we need to publish reports with 2 different report styles and logos.
Thanks
1 vote -
xero me files
I use Xero Me to upload expense receipts and assign to a client. I rename the photo of the receipt so that it should be traceable. The expenses are then visible when I create an invoice for that client. All good so far, however, there are two things that could be improved:
There is no option to add the receipt file to the invoice when the expenses are added. Very often clients want to see the original invoice when expenses are charged back at cost.
The expense files are saved in the fie library, however, the names I have given…
1 vote -
Text in pop-ups is fuzzy - make sharp
The text in pop-ups such as the attachments pop-up on an invoice is very fuzzy compared to the text of the window it overlays. This badly needs to be fixed; I can barely read it - honestly, I thought I needed to get my glasses upgraded until I realised it was JUST the pop-up, and my eyes are automatically straining in a futile attempt to make the fuzzy text clearer which is giving me headaches and can trigger migraines.
To make it very clear the degree of the problem, I zoomed in, took a screenshot, and without changing the size…
1 vote -
API - Add quote sending
The Xero API will let you send an invoice by email - https://developer.xero.com/documentation/api/accounting/invoices/#emailing-an-invoice
There is no equivalent functionality for Quotes, each needs to be send manually. This endpoint should be added in as well.
8 votes -
Contacts - Add EORI number field to contacts
EORI numbers are required for all European customers especially when invoicing/shipping goods. It is an extension of their VAT numbers. Please can XERO create a new field on the contacts for this. We are recording this currently in the new notes or "FAX" number so it shows quickly. Are Fax numbers still necessary?
7 votes -
Mobile app - Support US Auto Sales Tax
Including the AUTO lookup feature for sales tax in the Mobile App would make the product usability much better in states such as Colorado. To create invoices at "pop-up" events in various tax jurisdictions is crucial so you don't have to remember to continuously load new rates for complex destination /home-room rule situations. The "usability" of the app would be increased rather than being tethered to a computer to manage.
2 votes -
Customer Invoice Report - Ability to view separate columns for Credit Notes and Payment applied to invoices
The existing Customer Invoice Report has a "Paid" column. This column shows the payments allocated to an invoice. This column excludes any credits allocated to the invoice.
The new Receivable Invoice Summary report has a "Payments/Credits" column. This column shows the combined amount of payments AND credits allocated to an invoice.
I need to be able to run a report of invoices that shows ONLY payments allocated to each invoice. This is a crucial need for us. We need to know what amounts on invoices were paid by customers (i.e. payments) and what amounts on invoices were not paid by…
19 votes -
Bills - Edit paid bills without removing payment
It would be beneficial to edit any feature of a bill without removing the payment.
3 votes -
Lena days
Who is Lena Days and why are all emails coming from this name?! Incredibly unprofessional
1 vote -
API - Email Credit Note over API
Credit Note - Email credit note over API same like you can email an invoice
3 votes -
Reporting - Rollover current/GST account codes to Opening Balance account
Would like to see Current Account codes rollover each year to an Opening Current Account Balance (same with GST codes, Tax codes, HP's, Bank loans) - like P&L items do to Retained Earnings code. And show the Opening Balance on the Trial Balance.
Currently Xero Trial Balance shows Current Account codes (& all of the above codes) with accumulated Opening Balance & current year movement.
However the report formatting in the advisor standard reports appears to be driven off movements in the current year (so we can't journal the closing balances from last year to an opening balance code -…8 votes -
UK Payroll - Auto updates for national Insurance category (NI)
It would be great if Xero could implement an automatic change/suggestion to change to category A after an H-category employee doesn't meet the criteria anymore.
One of our employees just had his birthday and I noticed the category doesn't automatically update and there's no flag to say they might now be ineligible for a certain code.
I imagine there are more companies with the same problem where it's gone unnoticed that the National Insurance Category hasn't automatically updated as nearly everything else does and it's easy to miss a birthday!154 votes -
Hubdoc - Prevent Hubdoc publishing supplier bills before Xero lock dates
Please stop Suppliers Bills from being published in Xero if the bill date is prior to the period lock date!!!!
I only found out last night that Hubdocs will still publish a supplier bill with a date prior to the Xero lock date, this is crazy and I'm unsure why anyone would want Hubdocs to do this.
If you could add the option in Hubdocs to stop bills from being published in Xero prior to the lock date that would be awesome as it will ensure the integrity of end of period reports.
4 votes -
Ability to generate Reports from Expense Reporting submissions by date/employee selection
Would love to be able to create expense report for review that lists all expenses for an employee or selection of employees by DATE of expense to review for overlap. Would also like to be able to search the expenses by the tag that the employee uses? I feel like there is something missing with the expense reporting feature that allows for error, for oversight, and over payment. (Like duplicate submissions, similar submissions, the ability to see how many employees submitted expenses on that given day for check/review for over spending. Bouncing from employee to employee for comparison or review…
1 vote -
pay run reversal
An option to do a reversal of a current pay run as currently there is no option to allow this. I had a pay run today and the client had not let me know that there was a change to their pay run until after it had been lodged with the ATO. I subsequently went to the portal and found that both pay runs had been processed as was out to the actual amount in Xero.
1 vote
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