-
Email to bills - Use contact defaults
if a contact has a specific account code assigned - allow the invoices to pull this across when it's emailed to Xero Bills. Otherwise time and productivity are down going into each single invoice to allocate
4 votes -
Sales Invoices - Edit the Unit Price and Quantity of a paid/part-paid invoice
Ability to edit the unit price and quantity of both paid and part-paid invoice.
Purpose: Users can easily change the unit price and quantity, especially when their customers often ask for these changes.
4 votes -
Organisations Settings: Ability to have other language in Xero
Ability to use other languages (apart from english) in Xero.
Purpose: To make Xero can be more user friendly to people who speak and use other languages.
5 votes -
UK Payroll - More options for Gender
Add other gender options for personal settings, non-binary & intersex
2 votesThanks for confirming, Andy - Really appreciate the screenshot. 🙂
I've checked in with our Payroll team where this detail is saved.
We appreciate wanting more options for gender when entering personal details, and in some regions such as AU & NZ this is optional.
Currently, in order to ensure successful payroll filings with HMRC in the UK, we need to match the schema they provide. That said, our team are reassessing how this fits in Xero so I'll shift this Idea to 'under review' and can share any updates that come. -
AU Payroll - Add notes in timesheet
Ability for employee to add notes in timesheet. Detailing works performed.
5 votes -
Xero expenses to payroll
Once expenses are approved it would be fantastic to have an option to "send" this to their next approved payslip rather than having to manually add this to the payslip.
Seems madness this isn't implemented already - what is the point in doing everything in Xero if you need to faff around making adjustments for details that are already in the system.
Employee's submit expenses - so you know who needs reimbursed already.
4 votes -
Bills - Enter a bill as already paid
It would be great to have the ability to mark a bill as already paid when being entered.
We use the bills email address for employees with company credit cards to submit receipts/invoices for purchases however, when these go into bills and before they can be reconciled, they get mixed up with bills actually needing to be paid. This is also the case for invoices we receive that are then direct debited, before the amount is deducted from our accounts, it's easy for these to be confused for bills that need to be batched and paid. If multiple people are…
4 votes -
Aged Receivables Reports - Send Statements
It will be really great from the Aged Receivables Reports to be able to send Statements to Customers without having to leave the page and come back to it.
A flag, on the Aged Receivables Reports, of when last a statement was sent will also be very useful.
3 votes -
Sales Invoice/Bill - Multiple payments for a single invoice
Entering multiple payments to an Invoice in Xero. Currently it exits the invoice when you enter a part payment in the payment section. I often want to enter several payments for cash received and card payment received on several days and have to keep going back into the invoice for each payment.
4 votes -
Reporting - Show currencies on aged reports
Ability to show source currency on aged reports
4 votes -
Contacts - Sort customers/clients by surname
Option to sort customers/suppliers by their surname.
Purpose: This feature will make it easier for users to find their contacts in Xero.
3 votes -
UK Payroll - Adjust dates for holiday year
We should be able to adjust the holiday year to the UK tax year as that seems to be very common. ( There is already a discussion topic for this but I cannot see it on this list.
We should also be able to show holidays in days not hours.
We should be able to calculate holiday hours for employees that do not do a 5 day week. The hours taken on holiday need to be overwritten every time a PT employee books time off.4 votesAppreciate you posting in Product Ideas, Bruce - To make it nice & clear what members are adding their vote for, and in order for us to share the feedback to the right people and places, it's best to have only one idea per thread.
I've update the title here to reflect the first idea you've mentioned.
You'll find another has been started for the ability to show holiday allowance in days not hours that you clan support, and you're welcome to add another for calculating holiday balances a for employees that work less than 5 days.
-
Sales Invoice - Show supplier
Having the option to show client or supplier on invoices.
Purpose: Eliminates the need to go to contacts tab each time to look up the phone number to contact the person while going over the invoices. Also for the delivery person to be able to reach the receiver at point of destination or to make an arrangement for receiving as well.
2 votes -
Remittance
Enable Remittance advice from clients to be uploaded when reconciling payments received from clients via Find & Match
3 votes -
Inventory - Reserve inventory for consignment or pre-sales
Ability to reserve inventory (through invoices or some other format) to account for pre-sales or consignment of goods
Purpose: Make some inventory reserved so it cannot be sold through other channels
1 vote -
Inventory - Bundle multiple products together within tracked inventory
Bundle multiple products together within tracked inventory.
Purpose: To track sales for individual items that are sold together as a bundle at a different cost than the individual items.
3 votes -
Purchase Order - Report that shows invoice against PO and remaining balance
A report that shows all purchase orders with invoices against them and balance remaining.
3 votes -
Contacts - Allow multiple addresses for a single contact record
Ability to create and save multiple addresses for a single contact record
Purpose: Allow customers to map customer & supplier details against a single contact record
2 votesHi everyone, wanting to update you all of the teams work here.
We're currently investigating work required for delivering the ability to create and save multiple addresses for a single contact within Xero.
As we confirm more detail around this we'll share with you all here.
-
VAT - Automatically calculate VAT using the Marginal Scheme
Ability to automatically calculate VAT using the marginal scheme.
Purpose: To easily show correct VAT amounts when VAT is only charged on the Margin between Purchase price and Selling Price.
3 votes -
Customer Statement - Show in a foreign currency
Statement of Account able to toggle difference currency since we have set a exchange rate should be able to tabulate base on the exchange rate
3 votes
- Don't see your idea?