4322 results found
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Bills - Upload bills with New Bill and shortcut keys
When you go to add a bill it does not give option to upload.
Can shortcut keys not go on top to show add new bill upload new bill? it would be much handier3 votes -
Invoicing - Remove credit card logos from invoice PDF
For businesses that only leverage ACH bank transfers as a form of payment, allow users the ability to remove all credit card logos from the invoice. It's not currently possible to remove the Visa and Mastercard logos from your invoices, when using Stripe as a payment service.
3 votes -
Report - Option to remove account codes when publishing
Remove all account codes check box upon financial statement publishing
We need this check box added when we publish our EOFY financial statements - a similar box already exists to remove all decimal places yet we have to manually go to the trading statement, income statement, balance sheet and equity accounts and manually turn off account codes on each page.
A simple box to remove all account codes when publishing just like the decimal place box would be fantastic
Please fix this
15 votes -
Chart of Accounts - Export to include organisation name
I’ve noticed that when we download reports from Xero in Excel, the file name usually includes the company name. However, in the case of exporting the Chart of Accounts, the exported Excel file is missing the company name.
Could you please inform the development team to ensure that the company name is included in the file name when exporting the Chart of Accounts in Excel or PDF?
Thanks for your support!
2 votes -
Bills - Awaiting payment bill highlight in a different colour.
Hi Xero,
It would be great if the status of bills/invoices that are partially paid could be highlighted in a different color and labeled as 'PARTIALLY PAID' or something similar.3 votes -
UK Payroll - Employee 'Known As' Name Field - Please Add to Employee Record
Please can Xero add an Employee 'Known As' Name Field to the Employee Record, and show this alongside the legal name, on the Employees Homepage (& when running payroll) with the ability to sort alphabetically by this 'known as' name in both places.
Nearly half of our employees go by names that are not their legal name. e.g. Annie = Kit Yee, Kate = Catherine, or go by their middle name instead of their first name.
This issue is making running payroll ever more difficult and the potential for error incredibly high, as often the legal name bears no resemblance…8 votes -
NZ Payroll - Edit the layout of employees payslips
We have multiple employees that have various deductions from their wages. This is causing the pay slip to spread accross two pages which is concerning as they may miss important information like messages at the bottom of a pay slip.
There needs to be the either:
1. The ability to change the payslip layout
or
2. Have two or three template options to choose from.Currently the whitespace at the top of the payslip could be utilised. The required business and employee information is great but could be in a better layout. Move the business information to the left, employee…
2 votes -
Reconcile Period - Add Last Reconciliation Date for Quick Reference
When using the Reconcile Period feature for clients with multiple bank accounts, it is time-consuming to click in and out of each account to check if reconciliation is needed. It can also be difficult to remember which account you left off on, especially when reconciling at different times throughout the month.
Displaying the ending date of the last reconciled period next to "Reconcile Period" and/or on the dashboard would provide a quick overview of the last reconciliation for each account, improving efficiency.
3 votes -
Bank Rec | Coding bank fees - Tab through fields
When reconciling an item that comprises an invoice plus a bank fees adjustment, it would be great to be able to use TAB to select the contact, account etc when completing the adjustment part of the transaction, like you can when coding literally anything else. Almost every time I go to code the bank fees adjustment, I type in the contact, hit tab, belatedly notice that nothing has been selected, face palm myself, then have to go back, type the contact in again, hit RETURN and then TAB, for both the contact and for the account type. When creating any…
2 votes -
Customer Payments - Payments on Account, instead of Overpayments/Prepayments
You can only allocate payment on accounts to a customer ledger on Xero by clicking 'Overpayment' which is very long winded. Please can this be simplified to select the customer and then allocate straight as a 'payment on account' and then this can be allocated to the invoice once this is uploaded.
In addition, if there is money out that gets contra'd against money received from a client, there is no way of coding this to the customer ledger.
41 votes -
Manual Journals - Setting to turn off "Show journal on cash basis reports"
As default, can you please turn off the check box "Show journal on cash basis reports"
For users that rely on the 'Cash Summary' report, non-cash journals create significant difficulty getting a true read on the cash position of the business, a key requirement for this report. Thanks33 votes -
Invoicing - Ability to turn off auto suggestions
What happend -
I imported invoices with an invalid account number. When I went to review the imported invoices in draft, the new invoicing AI technology selected suggested account codes for me, almost to fast for me to notice the account code was blankWhy this is important -
The "review draft invoices after import" step is critical in getting it right - I should be able to review exactly what I imported to see where the mistakes are. I can see this being an issue with integrations where invoices are imported via the APIWhat Xero can do - …
22 votes -
Invoicing - Repeating invoice with annual increase
Repeating Invoices - automatic price increase
We have several client contracts which include 5% price increases per annum. It would be great if you could create a repeating invoice and specify a percentage to increase the amount by on its next repeat
12 votes -
New Invoicing - Add Total at Top
Add a total invoice amount at the top of the screen like the old invoicing format. It's a pain to open an invoice and have to scroll all the way to the bottom to find the total amount of the invoice, especially if it's a long invoice. The old invoice format shows the invoice total at the top of screen
6 votesWhile we don't have any direct plans for adding a total back at the top of the invoice, it'd be good to get a sense of the interest if this is important to others in community here, too.
Though I appreciate it's not a solve for the idea. To help speed up getting to the bottom of the page on those lengthier invoices, Julie you may find using the 'end' button on your keyboard helpful 🙂
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Batch Payments - Export file in a Santander-compatible format
The repsonse to my support case was to be told to post the bug here... seems a weird request, but sure...
"The best way to get our product team to consider this would be to create a new product Idea on this, which is submitted to our product team who then go ahead and make changed based in priority."The santander batch file does not follow the santander format. In the past Santander used to accept the file anyway but they have now started rejecting it.
Bills > Make Payment > Pay from (santander), Method = Create Payment File
Batch…5 votes -
New invoicing - Retain formatting and special characters in Contact 'To' field
It's good to see you have extended the period before removing classic invoicing because I still need to revert to classic for certain features that are missing from the new system, namely:
- The ability to copy invoices to Bills and PO's - this is an important feature that I use regularly
- Send invoices via Xero network - again this is a feature that has been useful especially for invoicing between subsidiaries.
- Save and continue feature, I don't like the auto save feature because it continues to update the history and notes while I am still adding details to the invoice…
5 votesAppreciate your feedback here, Helen. We already have existing idea that we've added your vote to for the first 3 points you've shared. You'll receive any updates of progress for these separately. I'll just adjust the title for your idea here to reflect your last point around the formatting of a contact name. We'll let you know if there is any change planned for this, here.
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NZ Payroll - Sick leave entitlements to automatically accrue when employees are included in any future pay run following their entitlement.
As a Chartered Accountant, I’ve observed an issue in Xero’s handling of sick leave entitlements that I believe warrants improvement. Currently, if an employee is not included in the pay run closest to their sick leave entitlement date, the entitlement does not accrue. This creates a significant gap in compliance with employment obligations and adds unnecessary administrative burden to correct.
To enhance the functionality and flexibility of Xero's payroll system, I think that sick leave entitlements should automatically accrue when the employee is included in any future pay run following their entitlement date. This adjustment would ensure compliance with employment…1 voteThanks for your feedback of how Xero handles sick leave entitlements, Natalee.
I've made sure this is shared back with our product team, and while we can understand the reason for change you'd like to see here, we want to be open that this isn't something we have planned in the immediate future.
Right now, if an employee isn't included in the scheduled pay run when their leave anniversary date falls, you'll need to do a manual leave adjustment to grant the employee the missed entitlement.
If there's any news of change for this, we'll update you here.
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Invoicing - Option to add outstanding amounts to subsequent invoices at the bottom.
Could you enhance customer accounts by automatically adding outstanding amounts from previous invoices to the next issued invoice as a separate line item called 'outstanding fees'? This ensures customers can pay the full amount due, not just the current invoice.
4 votes -
AU Payroll - Two employees on Grow plan, or the ability to tack on employees
The new Grow subscription only allowing for one employee is really tough for accountants operating in the micro-business space, as many of the small businesses that I have been working to get onto Xero are either married couples or two business partners who need exactly two payroll employees, with no intention to grow beyond that number.
Having to jump from Grow to Comprehensive just to add a payroll user is prohibitive for a lot of my clients, and knowing that this is the case is stopping me from recommending Xero as a product where it would have been a no-brainer…
7 votes -
Repeating Invoices - Use updated inventory Unit Prices on repeating invoice templates
When you update the inventory selling price of an item you expect that this is reflected when a repeated invoice is generated. This is not currently the case. The price is ONLY updated when you edit the repeated invoice. Please have an option box on the repeated invoice that allows inventory price updates on generation. Currently waste hours and hours and make mistakes every time an inventory item changes price. Logged support cases about this for years but trying here now. Huge time saver.
22 votes
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