4814 results found
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New invoicing - Ability to add Account Code within the invoice
It would be helpful and efficient to be able to make or add an account code straight from the "account code" dropdown in the bill/invoice/journal without needing to go to chart of accounts to make a new one. Currently, users still need to go to the chart and then go back to the bill/invoice/journal but since this refreshes the page, it erases all the data already filled up in the invoice.
21 votesHi team, I'm pleased to share that we are moving this idea to In development. We know ease of being able to create new accounts while you invoice is useful to our customers and our team have a focus on this.
I'll be back to share when this is ready and shipped to you all 🙂
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NZ Payroll - Show the "Timesheets to Approve" section in Payroll Overview (NZ)
Show the "Timesheets to Approve" section in Payroll Overview (NZ).
We already have this in Xero AU.6 votes -
Bills List - Add a Description column
How do I adda column showing the "Description" to the columns of Bills...??
5 votesHi all, while we don't have any plans for adding description as a column to the bills list you may find it a bit easier to view the bill details now using the quick view option.
From the list view you'll see an eye icon that allows you view all details of the bill without having to navigate away from the list screen.
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Products and Services / Inventory - Custom Fields
It would be nice to have a few custom fields, attached to a product or service.
20 votes -
Contacts - Option to exclude contacts from marketing notification
it would be great if there was a tick box for being to select if a contact wants to be excluded from marketing contact. if there was a tick box, it would be handy to be able to generate a report showing those who you can contact and those who have opted out, and being able to export that data to excel. i know xero is a finance platform rather then a direct crm however it just seems that for small businesses especially this would be a great tool and as xero does generate reports and exports to excel anyway…
5 votes -
Cash Coding - Add a bulk transfer option
Ability to do a bulk transfer (to another account) from the cash coding screen - as we have to do this one by one currently
8 votes -
AU Payroll - Choose when Employees have access to payslips in XeroMe
From the moment you post a payrun, and this can be 1 day or 10 days before payment is made, employees have access to their payslips. To pull an ABA from the payrun, you need to post the payrun first. I process payroll for over 30 business's. Part of that process, as I am sure it is for any agent or employee bookkeeper, you generally need to get an approval (even the filing for STP makes you verify that an authorised person has checked it). This approval is an email to the client with the payroll information (including ABA file)…
7 votes -
Contacts - Generate Statements with different currencies
Right now it's not possible to run the statements for a contact having different currencies. The statements will show the outstanding amount owed according to the default financial setting currency of the contact. It would be nice if we invoice a customer in different currencies to be able to produce one statement showing the balance even if it convert the other currencies to the default currency. Or produce different statements selecting the different currencies each time without having to go change the default currency in the contact each time.
3 votes -
Bank Reconciliation - Automatically populate the Why field on account transactions
My request is to allow us to have a CSV column with data in it that will automatically populate the "Why" field with the bank account description content. I have a client with hundreds of different payees and recipients and each has a different description. Very few are consistent each month, and those are covered by the bank rules, but that is only about 5% of her transactions. She wants the same description in the ledger as is on the bank statement. It is very tedious for me to copy and paste the bank description into the"why" field for each…
3 votes -
Contacts- Edit a file name
Love the new contact view. It makes it easier to manage the clients.
Is is possible to be able to rename the files in Xero that is linked to a contact?7 votes -
Quotes - Ability to set default for Discount by % or amount
While it's nice to be able to enter a fixed value discount in our business we use % discounts only. We find the new quote discount field feature that requires a % for the discount or it defaults to $ amounts is causing us to make errors. This is especially confusing as it use to default to % and the invoice still does. I have a couple of suggested updates:
- Create a site wide setting to choose whether your default is $ or %.
- Include a dollar symbol when it is a fixed amount discount to highlight it's…30 votes -
Bills - Automatically calculate Unit Price from a Quantity and Line Total
I have a bill to enter from a supplier with around 40 line items.
The supplier does not list unit prices on their invoice, so i do not have accurate unit prices to enter for each line item to match the line item total.
This means i have to calculate and enter each line item unit price individually in order to match each line item total.
If i could enter the line item total and qty, with xero automatically calculate/enter the unit price, this will make entry of these bills significantly quicker.4 votes -
AU Payroll - Ability to hide Payroll accounts from employees with Standard user permissions
It was bought to my attention after using xero for over 2 years that depending on how you pay your staff using multipayment or individually that when you reconcile if your staff have access to contacts then they will see the payments made.
This is a concern for me that they can see the amounts whether your reconcile as a bulk amount and allocate to them or a generic contact - if you use the cash coding area then xero creates a dummy payee called unknown which again can be seen by your staff with standard access.
They can also…
6 votes -
Purchase Orders - Include payment terms
Would be extremely helpful to be able to include the Suppliers Payment Terms as an addtional field on the Purchase Order Template.
12 votes -
AU Payroll - See employment type and typical hours
When I review payroll I want to know if the employee is casual, part-time, full time or contractor.
I want to know the typical hours worked in the payslip cycle so as to determin whether overtime entitlements apply.
3 votes -
UK Payroll - Show annual salary on payslips
I am advised that UK XERO does not have functionality to show annual salary on payslips. Does anyone know a workaround for this?
4 votes -
Ability to print blank cheques
I would really like the ability to print blank cheques. Right now, when you preview the cheque there is not an option for it to be blank. If it was blank, I could have some cheques ready for those times we need one quick, and then I could enter it in Xero after. I am really hoping your team can add this feature, I can't be the only person that would benefit from this. I look forward to hearing from you.
3 votes -
Bank Reconciliation - Repeating spend & receive money transactions
The ability setup repeating spend and receive money transactions would be helpful.
Thank you
153 votesHi team, we appreciate your engagement in the idea here however we want to be open that we don't have any plans for developing repeat spend or receive money transactions atm.
If you have the suggest previous entries option turned on in your bank account, you may find that overtime Xero suggests create transactions based on your previous reconciliations.
Alternatively, you could look to create bank rules for these scenarios where Xero will pick up commonalities in your rules to your statement lines and help with reconciliations.
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UK Payroll - Bulk import staff holiday entitlement
UK: We need a facility to upload the staff's holiday entitlement at the start of each new holiday year, in bulk.
3 votes -
Bank Rules - Set Payee when contact name shown within the description field
I want Xero to automatically set contact names when importing transactions from bank feeds, but this doesn't happen on of my several 'bank feeds' where the 'payee name' is blank and the actual payee data appears in the 'description' field instead.
This means that the option to set the contact name directly from the payee field (when using bank rules) doesn't work and I have to manually enter the contact name for every transaction when reconciling the account transactions. Extremely tedious and labour intensive!
When I edit section 2 of the bank rule the choices on the picklist are 1.…
2 votes
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