4328 results found
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Invoices - Option to send our own PDF invoices through Xero
We have our own PDF invoices we send our clients and much prefer these over the automatically generated Xero PDF version of invoice. I know we can upload these into Xero when in classic view but are these the PDF invoices sent with Automatic Reminders when selecting "Include the link to the invoice PDF" or is it the standard Xero PDF invoice that is sent? If not can this please be added as we much prefer our own invoices as much detail goes into them and we are not happy with the overall look of Xero PDF's. We have tried…
2 votes -
Contacts - Trigger Manual entry warning after save & close
When I am manually entering a contact bank account number, I find it disconcerting to be warned to enter the bank account number after I leave the BSB code field. But I HAVE to leave the BSB code field in order to move to the Bank account number field! Leaving the BSB field is not a mistake!
I think the warning would be better triggered if you attempt to click on 'Save & close' without completing both fields.4 votes -
1 vote
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Files - Add a Search option
It would be great if we could search in the files that are attached in the file library. Sometimes you need to find something that was attached a long time ago or by someone else and if you could enter a keyword search it would save trawling through them page by page.
26 votes -
Projects - Allocate account transactions as expenses
Be able to allocate an account transaction to a Project as an expense.
2 votes -
Projects | Quotes & Invoices - Show reference number
Include the option to show the invoice reference, instead of just the number, in the Quotes & Invoices page of the project
7 votes -
GL Payrun - Bulk upload payroll details
Hello,
I wanted to take a moment to share a suggestion that I believe could significantly simplify our payroll process. It involves the implementation of a bulk upload feature, which would allow us to handle payroll data in a more efficient manner. We will need a template that contains essential details for each employee. These details may include the employee's name, rate of salary, and various pay items relevant to their compensation. This would reduce the time and effort invested in processing payroll.
Thank you,Best regards,
4 votes -
UK Payroll - Option to select when Employers NI is cleared against allowances
Currently Xero is set up to nil off both the Employer NI Expense GL and Liability GL as soon as payroll is run because employers NI contribution is always setoff against HMRC allowances.
However, it is important to have employers NI contribution cleared only when remittances are made to HMRC and when HMRC send allowances (which is always a month accrued). The allowances are setoff against the employers NI expense GL.
This treatment will allow the accountant to respond to remittances made to HMRC in terms of employers NI and allowances received from HMRC accordingly.
It will also allow the…
1 vote -
NZ Payroll: Reinstate terminated employees after 30 days
Ability in payroll to reinstate terminated employees past the 30 days Xero currently allows. Many businesses have seasonal workers or students who just work holidays, being able to reinstate the employee with all their information would be much easier than having to add them as a new employee every time they are re-employed. Most other payroll systems allow reinstatement of terminated employees.
8 votes -
Reports - One custom report to flow through all xero reports
Need a way to format the 'xero standard report and then have that formatting flow through to all of the common formats. It takes WAY too long to create SO many custom reports and it is restricting on reporting. We should be able to format the way we want the P&L to always show and then have that flow through to all reports.
3 votes -
Xero Projects - Add a date to an estimated expense
Add a Date to Estimated Expenses in Xero Projects - Useful Feature in order to plot project Cashflows
4 votes -
Billable Expenses - Retain source currency when invoicing expenses
When we rebill a transaction to a client that was already paid, if the amount is paid in Euros, for example €5,000, when I issue the next invoice to this customer, the expense automatically shows up to be included in this invoice. The issue is, when I choose this transaction, even though my invoice is also being billed in Euros, the amount is automatically converted to GBP (my company a/c's currency) and then is converted back to Euros so the amount to be rebilled shows us as a different figure either positively or negatively in my favour depending upon the…
5 votes -
Bank Reconciliation - Show credit card number when reconciling
See card number when reconciling
There is no longer a card number on the bank statement line when reconciling.
This was really useful as we have multiple business cards connected to the same account and we need to know which employee made the transaction (which we identified through the credit card number)
3 votes -
Bill Payments - Add a different Pay To name, for paying bills through a Factor
Add a Pay-To Name that is different than the name of the Vendor. Explanation: I have a handful of Vendors who have hired out billing companies like Wells Fargo to handle their Accounts Receivable. In Xero I only get to name the Contact by the Pay-To Name which is very messy and meaningless when adding invoices and matching invoices to Vendors.For my business this is an urgent matter that needs to be addressed. *As a retailer, I only do accounts payable.
1 vote -
Dashboard - Ability to view NET figures
I would like to be able to see net owing on my Dashboard. Not having the ability to see a separate net figures means that without calculating vat, I can never see the true position of the business finances.
1 vote -
One Click Delivery Notes
We need to include delivery notes with orders. The current packing slip does not cover this requirement. I'd like to be able to select multiple invoices, and bulk print delivery notes for them all. The delivery note needs to be somewhat customisable.
The notion of having to edit an invoice and change the theme in order to generate a delivery note is completely impractical!
72 votesWhile only on an invoice by invoice basis atm there is a slightly simpler option that the team released that will help create a packing slip for invoices.
Would be good to get a sense of the interest for a bulk option and creating for multiple invoices at once.
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Purchase Order - Reject a Purchase order
Ability to reject a Purchase Order if the person made a mistake to redo it/. They need to get a notification if rejected.
2 votes -
Foreign Currency - Ability to turn off
One day I added a foreign currency because I needed the rate for a single transaction, but now all of the detail reports show three foreign exchange columns checked all the time, when I don't need them and don't want them. There is no way to turn off foreign exchange organization wide, nor to get rid of the columns. I am aware that I can make custom reports for account transactions, but the fact is that I use right click to open the account detail in a new tab from an existing report such as a balance sheet or income…
15 votes -
Contacts - Receive payment from customer contact page
I am on a customer page and it shows that they currently owe for two open invoices. I would like to be able to click on the button Open Invoices and have the option to receive payment for those open invoices without having to leave the customer page. Currently I have to go to 1. Business 2. invoices 3. Awaiting Payment 4. Scroll through ALL open invoices (no filter even?), 5. Select the invoices I want to receive payment on 6. Select Deposit. Why not just go straight to the customer's open invoices and receive payment?
4 votes -
Invoicing - Adding a payment refund
Sometimes clients pays an invoice but then if a refund is issued from that invoice to the same client, in Xero there is no option to add a refund on an invoice, you can only add a payment.
You can only add a refund on a CN but no always there is a CN available.
When a company has multiple clients and there is a large movement of funds, refunds and payments it is very difficult to keep track of these and a suspense account has to be used and therefore be reconciled at the end of the year. Is…13 votesHi Sara, along with Credit Notes, there is also facilities for Overpayment and Prepayments. Would these commonly fit the scenarios in which you're describing here where large amounts of funds are transferred and perhaps a business overpays their invoices to the business through which a refund is then issued?
Bein quite a tied in feature to the payments model I want to be open that we don't have any immediate plans for changing this or adding a new type of transactions that would directly add refunds to an invoice.
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