450 results found
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New Invoicing - Ability to add file from library
New invoicing add file from library
85 votesHi everyone, we appreciate you engaging with us here and your patience while we got this developed in new invoicing. We have now released the ability to attach a file from your file library, and you'll see this option when you click 'Attach files' at the bottom of the invoice. Thanks
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Allocate Contact Groups from Contact Page
Allocate Contact Groups from Contact Page
At the moment you have to go into each individual contact to allocate a group, it would be beneficial to be able to allocate the group from the contact page.
1 voteYou can add contacts to groups from the main Contact list page, Jane 😊
Simply select the contacts you'd like to add to a group then click the Add to group option on the left header.
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Sales invoice - Adding lines to invoices
When invoicing it should automatically add more lines as required rather than having to manually add extra lines.
2 votesHi there 👋, like mentioned (Thanks Freya) when using new invoicing and you enter any data in the current line a new line will automatically be added below so you don't need to manually add new lines 🙂
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Assign costs from bill to mulitple rental properties
I get a monthly insurance bill for all my rental properties. Would like to associate the cost of each to the appropriate property.
1 voteHi Coleman, this is possible with the use of Tracking. You could set up one of your tracking categories as properties and list each of your properties as an option. Then when you're entering documents in Xero you can assign each line of your bills, invoices and other document types to the property it relates. 🙂
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Sales Tax Adjustment at Filing
Add a quick option to create a manual journal entry to adjust the sales tax amount paid when reporting and filing sales taxes.
My state (and others, I assume) forces me to round up to the nearest dollar the amount of sales tax I owe when I file, which results in the filed number being different than what's in my "sales tax" account in Xero. I then have to add a manual journal entry to adjust that amount - usually debiting from one of my product categories.
It would be nice to have the option to do this automatically when…
2 votesHi team, returning to confirm that we've now released an improvement so you can handle variances in the Sales tax amount payment and make sure this matches what is owed to the state. You'll find you can now record an adjustment when marking a State sales tax report complete. See more on this in Xero Central.
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Utilise the Xero support team to write the XERO Customer Requirements specification for XERO 2.0
Having developed and managed both hardware and software development products for many years, Xero has the best product support I have seen.
They are all very knowledgeable of the Xero product and the customers that continually moan at the short comings of a very poorly designed product.
My advice, is to utilise the product support team to write the customer requirement specifications of the Xero product, using the Product Idea portal and the "competition" as the starting point of Xero 2.0. Then the development team can write the software and then let the product support team alongside Xero customers "test"…
3 votesReally do appreciate the feedback, David and it's great to hear you've had such good experiences with our Xero Support team.
While we can't run every single feature that our product teams deliver through our support team, this is a very regular occurrence. Our product teams will often engage other teams internally to understand the pain points of users that they are trying to solve for and in many cases they may release features internally with Xero staff to test and feedback on features before they are released externally.
Just as you noted there are also other measures of testing that our teams have in place to evaluate the performance of features before they are delivered.
Our product teams will continue to evolve their thinking in how we test, and review features before they are released so we can build and deliver products that create positive customer experiences.
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3 votes
Hi team, you can already set up a loan as a bank account, or as a non-current liability in Xero. We have some help on this in Xero Central.
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New invoicing - Bring back "add last items"
Can we please bring back the 'add last items' for an invoice?
This saved us A LOT of time on regularly customers.
Not sure why it was removed.4 votesHi everyone, i can confirm that '+ Last items' is available when you add a contact in new invoicing and is shown beneath the contact name. The items added will be for the last invoice that was approved for that contact.
The only exception here is if you have the Invoice only Draft role in which case this feature is not available.
We're looking at slight improvement to where this is placed on the invoice to make it more noticeable. However, if you have the right permissions and still aren't seeing this option where you'd expect it to appear when invoicing, please raise a case with our team of specialists who have tools to get a closer look and see why this option mightn't be appearing for you. Thanks
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UK Payroll - Remove YTD bank holidays from payslips
There is no reason to keep the previous bank holidays on every payslip.
I can’t seem to get rid of previous bank holidays from showing on current/future payslips. Why are bank holidays from the Easter and the King's Coronation still appearing on payslips May 2023 onwards?? Doesn’t look very professional. This is all on the YTD earnings line. Why isn't there an option to remove it? Clients are not very happy.
12 votesHi everyone, returning now a few weeks on from our last update, we’re going to move this idea to ‘Delivered’ with the change the team made to Payslip PDFs. We have now combined all previous earnings as one YTD line so that your employees only see the most relevant information 🥳
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Quote to be reflecting on the customer facing side as "Accepted" once it has been
Once a quote has been accepted by the client it would be great if that acceptance was reflected on the customer facing side of the quote. This would allow them to click on the original link sent to them to confirm that their quote is now reflected as "accepted" so for clients who manage multiple quotes and may have to refer back from time to time they are easily able to do so and have a record on their end that their booking (in our case) is confirmed.
2 votesHi Caitlin, with the online quote link these are updated in real time. So if you send a customer a quote and it is accepted on their end this'll show on the online quote straight away.
Similarly if the quote is marked as accepted from within Xero, it does take a refresh if the online quote if it's open at the time however it'll also show as accepted on the quote. 😊
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Receipt Upload
Have an option that allows you to drag and upload receipts from desktop
5 votesHi team, we're going to move this idea across to delivered. As mentioned in my last update there are a few automated ways you could get your receipts into Xero.
You can;
- drag & drop your receipts into your files library, from here you could then create a bill from the file, or
- if you're using Xero expenses when you create a new expense claim you can drag & drop files from your computer directly onto the left hand of the screen
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AU Payroll - Create a report that shows when a salary change was actioned
Hi Guys, I'm not sure if this has been raised previously, but would like a payroll report that will detail employee salary changes and the date they changed.
4 votesHey team, if you'd like to see a report that shows changes made to payroll such as salary changes, you can use the Payroll History report.
It can be run for a specified date range and will show the date the changes were made, what the changes were, the employee affected and the user who made the changes.
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UK Payroll - Leave Summary Report
UK Payroll - need a summary report showing leave taken / remaining by employee for a given leave year - This is already available in AU payroll
77 votesHi team, as an update to my last post, we have now rolled out the Leave Requests report in UK Payroll. This report lists the details for leave requested, approved and taken, for all employees or can be run for a singular employee, and will help when planning rosters or work schedules. Payroll Admins will be able to find and access it through the Reports Centre found in the Accounting menu. We're aware that the Leave Requests report does not meet all of the requirements as outlined in the comments of this idea, and we have created a new idea for a Leave Transactions Report. We will track interest of this idea and keep an eye on this separately, so please do join and support if this is of interest to you.
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Account Transactions Report - Increase Volume Limit
Current volume limit is too low. I can't even run the account transaction report including all the account codes for the whole financial year. It's not ideal to run a few report and add together. Strongly recommend Xero increasing the volume limit for the report.
2 votesHI all, just looping back on my earlier update - Our product team made a recent recent change that has resolved an issue that was causing some users issues when trying to run and export the Account Transactions report. If you have any more trouble around this topic please do raise a case with our team of specialists and they can investigate to determine what's causing the trouble 🙂
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Unit price receipts - Default Rate
When managing the finances for rental properties it would be great if a default rate could be set up against the 'Account' for rent payments so that the Unit Price ie weekly rent, doesn't have to be entered each time (52 times a year)
2 votesHi everyone, as previously shared - depending on how these payments are being recorded in Xero, a repeating template could be set up or creating a bank rule to help identify and create transactions for you could help with reconciling these sort of payments.
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Create an invoice from the Billable expense report
It would be great if there was a way to create a new invoice from the Billable Expenses report.
2 votesHi Sharlene, you can use the '+' icon or enter /i in the search at the top of the screen to create a new invoice from any page. 😁
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phone assistant person
Hi xero team, all my friends are recommended to use Xero for my small buisiness, its so easy to ure and so on, but i found so hard to established. i still couldn't able to link my bank account. this message comes up when i tried to link, see in the attached files.
1 voteSorry to hear the trouble you were having with setting up, Ngawang. I hope you've managed to resolve this but if you still need any help our specialists at Xero Support will be happy to give you a hand. You can get in touch with them by clicking the Contact Xero Support option found at the bottom of most pages throughout Xero Central. We have some more pointers on getting help here.
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Reporting - Account transactions export format
The account transactions report when exported no longer has bold headings and is difficult to read - please change back ASAP!
2 votesHi team, we'll move this idea across to delivered. As noted in my last update exporting the Account transactions report to PDF contains bolding for all headings.
If you are having any issues with this I'd recommend raising a case with our Xero Support team through Xero central so we can take a closer look into what you're getting. Thanks
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AU Payroll - Public Holiday for Friday before the AFL Grand Final
Payroll - Victorian Public Holidays -
Please add:
Friday before the AFL Grand Final Friday 27 SeptemberI tried but was not able to manually add this as an extra Public Holiday
4 votesThanks for sharing in the idea here, Faye! While we don't have plans to change the current set up - as suggested when you choose to "Add Holiday" rather than selecting one of the drop down options, you can just type in the Holiday that you want to add.
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Bills - Create a recurring supplier invoice from a previously entered invoice
Add another option on the SAVE button for Supplier Invoice entry (and Sales I guess but we don't use XERO for our Sales) to enable a previously entered invoice to be copied from and then SAVED as a RECURRING INVOICE. There have been many times I would love to have had this option.
1 voteJust for anyone else coming across the idea here - You can use 'Repeat' from the Bill options in the top right of the Bill to create a new repeating bill template😊
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