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4572 results found
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Invoices - Populate Description when importing with Item Code
When bulk importing invoices, I want everything to have the same item code and description.
BUT when they import, the item description does not pull through.
And the item code needs reclicking to make it pull through.
Therefore, you have to go into every invoice individually.
It should be updated so that when you import invoices, everything pulls through correctly.
3 votes -
Permissions - User Roles to Submit and Approve Quotes and Purchase Orders
It is really basic, the permission control is not flexible and give more options. How about to give multiple choosing box for permissions. I want to create a user and give him permission to create and print quotations and a purchase order permission to create and submit for approval. Because the purchase approval permission i want to give to the manager levels only.
58 votes -
Batch Payments - Customise Batch Payment Printout
On our batch payment printout auditors want someone to sign them off and say they've randomly verified bank accounts. Is there any way to customise the batch payment printout to include:
1. Random bank accounts verified (with tick box)
2. Signature area
3. Name of Person Signing off
Thank you4 votes -
UK CIS - Audit history of emails sent out from CIS Contractor
It would be really useful to be able to view the email content/date/time/recipient, etc of the emails sent to CIS Subcontractors when we send the monthly CIS Statements via Xero to them.
19 votes -
AU Payroll - Employee Payroll Details Report
The report should be able to generate Employee Name (First & Last in separate columns), DOB, TFN, Bank Details provided, Super Funds & Address.
We need various information like from time to time for reporting purposes but we cannot get it without having to click in to every single employees - which is hectic
82 votes -
Contacts - Export contact group
Very simple fix. Add 'Group' as a column header on CSV export download of contacts. When I download all the contacts, ive no way of knowing which group they are in, or if they are not in a group.
42 votes -
Bills - Filter and view bills by tracking category
The ability to filter bills to pay by tracking category and select invoices for batch payments by tracking category to enable businesses with multiple locations/businesses within the one Xero account to manage, approve and pay bills based on the location/business the bill is applicable to.
94 votes -
NZ Payroll - Generate invoices from pay runs
Automatically generate payment invoices when creating payroll.
The current help article suggests creating spent money entries on the fly when reconciling.
It would be better to be able to generate accurate payment and separate code tax invoices when the payday is filed.
The advantages are that:
- the payment is reconciled to where it is created ensuring it is correct,
- the invoices are easily selectable into batch payments from payable invoices which correctly connects to bank batch payments,
- payments to IRD could be raised to different contacts for each payment type allowing the right references to be attached to payments to IRD.
- contacts and accounts are consistent for the payable invoices,
- At tax time the tax invoices can be easily selected and paid as a batch payment,
- Reports correctly show tax liabilities between raising and paying,
- Cashflow analysis system is more accurate.It could be added to the pay employees option drop down as 'generate invoices' or be a setting that allows these to be created automatically when the payroll is filed. While you are at it you could do the same thing for the GST payments.
Automatically generate payment invoices when creating payroll.
The current help article suggests creating spent money entries on the fly when reconciling.
It would be better to be able to generate accurate payment and separate code tax invoices when the payday is filed.
The advantages are that:
- the payment is reconciled to where it is created ensuring it is correct,
- the invoices are easily selectable into batch payments from payable invoices which correctly connects to bank batch payments,
- payments to IRD could be raised to different contacts for each payment type allowing the right references to be attached…5 votes -
AU Payroll - Change reply-to email for payslips
Hello. Keen to have the Auto reply email address that is used for invoices to also be used for payslips. I use a different email to log in to Xero than the one I want staff to reply to.
36 votes -
Bank Reconciliation - Improve date recognition for auto-suggestion
Reconciliation - when you have multiple payments of the same amounts over several days... Always selects the Invoice to the newest payment.. even tho the invoice date is the same as the first payment? seem like the system allocates backwards?.. We get lots of the same payments and Invoice totals and we have to always manually select/search for the invoice as the Auto reconciliation seems to not factor in Invoice date to Payment date as an option.
3 votes -
Invoice reminders - Automatically send invoice overdue notification to designated email address
So far I know Xero only have features of sending overdue invoice reminder to customers, but in absence of the feature I mentioned. This feature is good for the operation.
The invoice overdue days could be set by us and automatically send the notification to our preset email address once the overdue day came. So that, our customer services staff can easily be notified all the overdue invoice and doing their followup tasks.3 votes -
Bill - Show Supplier bank account when creating a bill
When you are entering a Bill to Pay, the Creditor bank account number that you have stored on their contact comes up as a window at the top, so you easily compare with the bank account number with the bank account number on the invoice. This can prompt you to check if the bank account number has been changed and you can make a phone call or follow your company guidelines regarding changing of bank account details to avoid Cyber Crime. I believe this is really important for users and will save me a lot of time. I deal with supermarkets and they have a lot of change of owners.
When you are entering a Bill to Pay, the Creditor bank account number that you have stored on their contact comes up as a window at the top, so you easily compare with the bank account number with the bank account number on the invoice. This can prompt you to check if the bank account number has been changed and you can make a phone call or follow your company guidelines regarding changing of bank account details to avoid Cyber Crime. I believe this is really important for users and will save me a lot of time. I deal with…
2 votes -
Invoice - Add Preview option to Repeating invoices
Repeating invoices do not have a preview or print to pdf option so that I can make sure my invoices look correct. Please add
7 votes -
Reporting | Groups - Option to sort in alphabetical order
In the old reports, once the account was added to a subgroup, the account code would automatically be in alphabetical order. However, this is manual for the new reporting.
A good function would be to automate this in the new reports as well (per the old reports) rather than dragging and dropping manually.
19 votes -
Contacts - Better explanation for BankAccountNumber when importing
Better documentation for BankAccountNumber needed.
The documentation for importing contacts is not clear, specifically how to include banking details.
First time users, such as myself, could be greatly assisted if the documentation for the BankAccountNumber was described as <bsb><space><account number>.
I did a large number of documentation and Google searches before it clicked that the BSB and account number are both specified in the BankAccountNumber field. This is not obvious.
Thank you.
4 votes -
Xero Projects - Charge out Rates by staff member not by Task
It seems like a ridiculous hack to have to duplicate tasks for various staff members or charge out rates. eg TASK1(apprentice), TASK1(trade assistant), TASK1(Tradesman)...TASK2(apprentice) ...and so on.
The inability to organise 'tasks' into groups/ headings within a project is another obvious flaw and means that 'tasks' could functionally only really be used as 'major cost centres' rather than granular tasks, but even at a very top level breakdown, having those 'tasks' would get unwieldy very quickly.
I know that Xero Projects is a light weight add on, but that is also part of its appeal. So many other offerings eg. WorkFlowMAX try to take over the whole management of the business and have certain limitations or lack of flexibility that make them not be a good fit for our business.
For the per user cost of Xero Projects which has a mobile app with a decent enough implementation of timesheets, it seems strange and somewhat illogical to not have the ability to easily on-charge labour at a specified rate or markup.
If labour was treated just like 'expenses' that would make more sense in most cases.
Why should a 'task' have a charge out rate that is unrelated to the labour cost of the staff member performing the task?
If a project is on a fixed price quote then all you need to calculate is the real labour cost of the staff member and if is billed as 'tasks and expenses' as it is referred to in Xero Projects it really should be 'Labour and Expenses' (which is all it is anyway).
For invoicing this could either be added in as a single labour line item against a task as an aggregate amount of the various charge out rates, or it would be useful to have the option to invoice it broken down by staff member.The only decent work around I can think of is to manually enter charge out rates at time of invoicing with the 'Display hourly rate time as: Time entries' option selected...
Each staff member just needs to have an attribute of a 'charge out rate' set up in the same dialog box as their calculated cost/hr. Then that can be used as a selectable option at time of invoicing.
There is no need to even re-think the logic of 'tasks' having a charge out rate, just add this in an an optionIt seems like a ridiculous hack to have to duplicate tasks for various staff members or charge out rates. eg TASK1(apprentice), TASK1(trade assistant), TASK1(Tradesman)...TASK2(apprentice) ...and so on.
The inability to organise 'tasks' into groups/ headings within a project is another obvious flaw and means that 'tasks' could functionally only really be used as 'major cost centres' rather than granular tasks, but even at a very top level breakdown, having those 'tasks' would get unwieldy very quickly.
I know that Xero Projects is a light weight add on, but that is also part of its appeal. So many other offerings eg.…
46 votes -
Xero to Xero - Send the attached files on the invoice
When sending invoices from Xero to Xero it doesn't attach the actual invoice in the draft bill as an attached so we don't have this invoice for record keeping purposes and can't even see if there's VAT or No VAT charged on the invoice as it is not attached to the bill. This needs to be added.
9 votesThank you for all sharing how we could keep improving your use of Xero and it's features. For those that haven't explored yet - we recommend considering if eInvoicing can serve your needs in this space. It's available now and incorporates even more functionality than Xero to Xero offers.
As we're developing new invoicing, our product team are looking at development to build the Xero to Xero network into new invoicing as well as considering enhancing it's functionality by allowing customers to include attachments when using this feature to send invoices. Right now we'll move to Under review and I'll be back when there's more news on this to share with you all.
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Organisation Settings - Allow seperate branch codes for STP and TPAR
Xero provides for only one ATO Branch code to be recorded for an organisation in Settings / Organisation details. Also, Xero does not require a branch code to be recorded for Single Touch Payroll (STP) which would be resulting in a number of cases where the ATO is contacting clients and practitioners regarding incorrect branch codes for STP and requiring correction of STP filings which is time consuming and complex.
Some businesses have different branch codes for different ATO reporting obligations. For example, a business may have a branch number of 001 for Single Touch Payroll but 003 for Taxable Payments Annual Report. I recommend Xero:
- Provide organisations with the ability to record different ATO branch codes for different reporting obligations
- Make it mandatory for STP branch code to be entered when setting up STP
Xero provides for only one ATO Branch code to be recorded for an organisation in Settings / Organisation details. Also, Xero does not require a branch code to be recorded for Single Touch Payroll (STP) which would be resulting in a number of cases where the ATO is contacting clients and practitioners regarding incorrect branch codes for STP and requiring correction of STP filings which is time consuming and complex.
Some businesses have different branch codes for different ATO reporting obligations. For example, a business may have a branch number of 001 for Single Touch Payroll but 003 for Taxable…
12 votes -
Bank reconciliation - Find and Match transactions to show Minor Adjustments variances
A setting in the backend to turn on/off to find and match transactions within a certain amount (i.e.-/+0.05).
These are usually (if not always a rounding adjustment). It's currently a 4-step process to add a minor adjustment.
Also, selecting minor adjustment or bank fee, can the difference auto populate in the amount field?!!
5 votes -
Xero Expenses - VAT on mileage claims through expenses
Many are complaining about no VAT option on mileage claims through expenses. I can see why this would be timely to implicate as the fuel element changes and is different depending on fuel type and engine size.
But think for those that want to, we should at least have a VAT drop down. We could then create a new tax rate for each rate or even employee using expenses.
For example I have a director with a vehicle >2000cc Diesel I believe using the HMRC company car fuel rates this equates to 19p inclusive of VAT. Using the 45p for the first 10,000 miles the VAT is 3.1667p per mile. So I have created a code '7103 Mileage RK 45p' in the chart of accounts and added this to mileage under expenses so that RK knows which code to add to his mileage. Under code '7103 Mileage RK 45p' I have shown a default VAT of 7.037% of the 0.45p to give me the VAT of £3.1667. Obviously we could ask the employees to put in the fuel amount at 20% inclusive and the balance of the 45p at zero but not sure too many employees would do this.
The problem is with doing all this, still no VAT gets posted because there is no drop down for VAT and/or the VAT isn't coming through from the VAT default for the new code I have set up. I can't even adjust VAT via the bill option. Only option via the bill is to void it.
There are so many ways in which XERO could get this to work but to have no options but to make a manual adjustment via the VAT returns or journal seems a little wrong.
Also I have noted that I can't seem to run a nominal and add in columns 'Quantity' and 'unit price' so that I can create an excel download and easily work out the VAT without having to drill down to in to each transaction to see if 45p was used 5p for passengers or 25p. Can we have this added also to nominals? Thanks
Many are complaining about no VAT option on mileage claims through expenses. I can see why this would be timely to implicate as the fuel element changes and is different depending on fuel type and engine size.
But think for those that want to, we should at least have a VAT drop down. We could then create a new tax rate for each rate or even employee using expenses.
For example I have a director with a vehicle >2000cc Diesel I believe using the HMRC company car fuel rates this equates to 19p inclusive of VAT. Using the 45p for…
89 votes
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