4731 results found
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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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UK Payroll - Ability to customise pension letters on Xero
For some clients we use Xero's Postponement and Eligibility letters. This has proved very useful but currently the letters cannot be customised.
We have a client for example who pays a higher employer contribution percentage than the standard. The letters however, only show the standard percentage's despite the settings being different to the standard. We also have a client who has asked for their company logo to be added to the letters.
After speaking with Xero Central I was informed that the letters currently cannot be customised and don't pull from the pension settings.
If this could be looked into…
23 votes -
AU Payroll - Show total hours in draft pay slip
Add total hours to the Pay Employees screen to make sure hours entered are the same as hours worked when Timesheets aren't used.
14 votes -
Notifications - Pop up when navigating away from pages with unsaved changes
When using the back arrow or clicking on the x - can we have a message to say...
Leaving the Page? Changes you have made may not be saved. Leave / Cancel.
This is to omit leaving a page without saving your work.
2 votes -
Reporting - Filter Inventory reports by Tracking
Please add ability to filter inventory reports by tracking codes, so you can see quality purchased and sold by tracking code.
33 votesHi team, while not available in the Inventory reports directly you could run the Receivable or Payable Invoice Detail reports where you'll find your can group and filter by Item and Tracking which should help you get a picture of quantities purchased and sold by category 🙂
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Global Search - Sort results by Date, Total, or Status
The ability to sort Search Results by date / total / status
21 votes -
AU Payroll - Multiple Earnings Rate in Payroll
Streamlining " Multiple of Employee's Ordinary Earnings Rate" .
I have a client who has 14 employees and 4 Ordinary Earnings Rate for each employee as their business trades 7 days a week. Each Employee is on a different Ordinary Earnings Rate. The current system on Xero requires you to create and select Multiple of employees ordinary earnings rate in the payroll settings and calculate and enter the multiplier % for each earnings rate for each employee in order for the ordinary earnings rate to be calculated and for the annual leave and carers/personal leave to be calculated. This is…47 votes -
US - Send W-9 request from Organization email rather than Bookkeeper/Accountant email
The new W-9 Request feature is nice. However, it would be even better if there was a way to send the request using the Organization's email address rather than the Bookkeeper's or Accountant's email address. Contractor's might disregard the email request if they don't know who the Bookkeeper or Accountant is and don't recognize the sender's email address.
1 voteHi Lara, while not a complete solution for what you're after as you still need to send from an external email provider - I wanted to share a recent update we've made so you can now link directly to your email client from the W-9 in both Contacts and 1099. We've also provided an email template which you can easily edit to adjust any details you'd prefer such as adding the organisation title. See more on this in our help.
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Bills - Allow invoice number duplication when importing
When importing bills from a csv file, Xero will currently treat all lines with the same invoice number as one transaction, even if the separate lines are from different suppliers. The system should ideally not ignore the fact that the supplier name is not the same. Would be good to assume that the bill is posted against the correct supplier, even if it happens to have the same invoice number as another supplier's invoice.
4 votes -
Cash Flow - Include future dated paid invoices
The cash flow currently picks up bills to be paid on a specific date in the cash flow but if you set up a payment in advance and mark as paid in Xero, the bill disappears all together from the cash flow.
The manual workaround is to "Add upcoming money in or out" but I would have expected Xero to pick them up as payments already set up on the bank account.
5 votes -
Reports - Reduce empty spaces
Custom reports- why there such a large gap of blank wasted space between the account names and the first column!! We create month x month reports ie 12 months of columns wide, so it is very frustrating when you create a PDF with all those columns on it and there is that great wasted space before the first column!!!
4 votes -
Conversion balances - Add a field for notes/description
It would be really helpful if there was a way of adding a description/note to conversion balances. For example, if a creditor balance relates to a specific loan, it would be useful to be able to note this somewhere. Currently, reports only show 'conversion balance' as the description for the transaction and it isn't possible to add a description to the conversion journal. It makes it difficult to keep track of historic debtors and creditors and this information needs to be kept elsewhere, duplicating work.
3 votes -
Report Templates include a Signature
Having the option to include a digital signature in the report templates, the ability to paste an image into the text section would suffice for this. Useful for the statement of disclaimer where the firm needs to sign off every report. Currently the only way to do this is by exporting the report to a PDF manager and pasting the signature in.
43 votes -
Find & Recode - Ability to change multiple accounts at once
It would be great if we could have an option to use find & recode to change to several accounts at the same time (similar to cash coding), rather than having to use the function over again each time. For example, if a client codes many transactions to general expenses, it would be useful to have a single screen where you can change the coding, with a column for "Current Account" and a second column for "New Account".
3 votes -
New Invoicing - Add Client expense on the fly
in the old invoicing, you can create a new Client Expense on the fly. You cannot with the new invoicing page
5 votes -
AU Payroll - Tracking Categories for Annual & Sick Leave reporting
In order to monitor expenses by venue, tracking categories in Payroll - giving staff the ability to log their time worked by venue - makes total sense. However, when staff take A/L or S/L, there is no ability to use a tracking category, so all these transactions go to the default 'unassigned'. The time involved in searching what makes up this 'unassigned' amount in a payroll of 35+ employees across 9 venues is astonishingly time-consuming, yet vital to the overall expense reports. Would love to have some time and effort put into this issue please Xero.
28 votes -
Budget Variance Report - Remove arrows
It would be nice to have the ability to add/remove the arrows from Variance Reports. Some clients don't like them and only want to see the dollar value.
14 votes
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