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4675 results found
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Emailed bills - Save as Draft without needing to click Log In for each one
When I am emailed a bill from a vendor who also uses Xero, I click the link and open that bill in a browser. Usually, I am already logged in to Xero in another tab in the same browser. Usually, there will be multiple bills to open this way.
For every single bill, I have to click to log in to Xero to save it as a draft in one of the organisations I have access to. It's a small thing, but I'd like to not have to do that if I'm already logged in to Xero in another tab, either from being logged in to the organisation who is receiving the bill or from having already had to log in to Xero to save a different bill to that organisation.
When I am emailed a bill from a vendor who also uses Xero, I click the link and open that bill in a browser. Usually, I am already logged in to Xero in another tab in the same browser. Usually, there will be multiple bills to open this way.
For every single bill, I have to click to log in to Xero to save it as a draft in one of the organisations I have access to. It's a small thing, but I'd like to not have to do that if I'm already logged in to Xero in another tab,…
1 vote -
NZ Payroll - Support for voluntary employer Kiwisaver contributions
With the current financial climate, employees are suspending their KiwiSaver contributions. The Inland Revenue (IR) allows the Employer to continue with the company's contribution voluntarily.
At this stage, it is not 'officially' possible for the employer to contribute to KiwiSaver if the employee is on a Savings Suspension in Xero.The employee is on a Savings suspension, then the company cannot contribute either. Also, when on a savings suspension Xero requires an expiry date, IR does not always provide a date; instead, advising us when to recommence the KiwiSaver.
If the employee's KiwiSaver is kept active their contribution cannot be changed to 0%
The only workaround is adding a new pay type for Superannuation to the Pay Template, with a % of Taxable Earnings for the Calculation Type. However, when the Payroll is processed this will not get automatically disclosed to IR, therefore it has to be updated manually with IR with each time.
I suggest adding another choice in the Contribution Option; ‘Employer only contributions’. This option will lock the employee contributions fields at 0% and keep the employer fields active.
With the current financial climate, employees are suspending their KiwiSaver contributions. The Inland Revenue (IR) allows the Employer to continue with the company's contribution voluntarily.
At this stage, it is not 'officially' possible for the employer to contribute to KiwiSaver if the employee is on a Savings Suspension in Xero.The employee is on a Savings suspension, then the company cannot contribute either. Also, when on a savings suspension Xero requires an expiry date, IR does not always provide a date; instead, advising us when to recommence the KiwiSaver.
If the employee's KiwiSaver is kept active their contribution cannot be…
3 votes -
Invoice - Ability to move "Pay Now" button to custom part of email body
Invoice - Ability to move "Pay Now" button to custom part of email body.
Currently as first part of email, "PAY NOW £***" is displayed in the message preview in quite a confronting manner. Ability to move it to any part of the email body would make our organisation seem friendlier.
23 votes -
eInvoicing - Provide PDF copy of bill
When using E-Invoicing - the customer does not get a PDF copy of the bill. How do you provide supporting documents?
4 votes -
Invoicing - partially copy invoice
Hi Community, we need to have the option to copy part of the invoice when we are doing it, and then, copy that on the same invoice we are working, many times we need to invoice the same things to the same client but separate it by levels or offices into the same invoice, we can save a lot of time with this function when we are writing a big invoice.
Thanks2 votes -
Projects - Keep timer on all pages
Hi - could the Timer appear on other Xero pages, not just the Projects page? So when the timer is started, it stays on the screen when we move between Dashboard, Business, Accounting etc. That would be great. Thanks.
4 votes -
User role - Permission to create Spend or Receive monies
The Receive Money function should be made available to users who do nothing else except literally receive money - ie sales people. This is especially relevant in small countries where cash is king and non electronic transactions are still in majority. I have one user who only needs to receive cash but I can't give them that function without making them an Adviser.
4 votes -
AU Payroll - Support for overseas employees taxed as AU residents
Can we please add an ability to add a new employee who is still an "Australian Resident for Taxation Purposes" but residing overseas for twelve months? Can't presently add an international address.
7 votes -
Activity Statements - Ability to generate comparatives for BAS and IAS
Are you able to generate comparatives button on the BAS's and IAS's for the previous period and the same period last year, like there is for tax returns? This would be a handy tool to use when reviewing.
6 votes -
Detailed Account Transaction - Add Transaction number
I exported the Detailed Account Transaction Report. Additional column I need is the transaction number so I could group or filter the specific transaction/s that I want to conduct further analysis.
Thank you.
6 votesJust to check, when you say Transaction number would this be the journal ID or the transactions reference number, Archie?
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Contact - Add field for payment terms (e.g cash on delivery, late payer)
I want to be able to flag COD clients, so the sales team know to collect payment at the point of sale.
8 votesHi Sharon, recently we released a new feature in Contacts that will enable you to add a note for a contact that can be visible from a contacts record - Right hand panel meaning you could add any detail about contacts that you receive payment from at the time goods & services are supplied in this field.
Is this enough to solve your needs here? 🙂
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Sales Invoices - Add freight charge field
Ability to add freight charge fields in the sales invoice.
Purpose: To easily show the freight cost to the customer rather than having to edit the line items.
57 votes -
NZ Payroll - Automatically calculate four-weekly ordinary hours
At the moment Xero Payroll calculates OWE by using information from the pay template only. Xero Payroll also recommends use of minimum hours as best practice, and allowing the hourly rate to lift if the average is higher than minimum hours. Works well. However, many employees have minimum hours and work more hours regularly, but they don't always work the same number, they might have periods of more work, and other periods of less. This means they don't actually have Standard Hours, and according to the legislation, OWE should be calculated from a 4 week average, not just taking "Standard Hours". By Xero Payroll not having the ability to look at a 4 week average, it is quite conceivable that an employee will not be paid out Annual Leave correctly. This would happen if the employee has worked a high number of hours in the most recent 4 weeks before taking AL, but the 52 week average is lower, and the standard hours are only set to minimum. There is currently no warning I can find about this, and even if there was a warning it would mean the payroll officer having to check work patterns every time AL is taken, and manually calculating if the 4 week average is higher than Standard Hours, or 52 week average. This is clearly not compliant with NZ legislation. I suggest there should be an option to tick a box where Standard Hours are not in fact standard - to request that Xero compares the standard template hours to 4 week average earnings. Not for all employees as some do have recognised Standard Hours.
At the moment Xero Payroll calculates OWE by using information from the pay template only. Xero Payroll also recommends use of minimum hours as best practice, and allowing the hourly rate to lift if the average is higher than minimum hours. Works well. However, many employees have minimum hours and work more hours regularly, but they don't always work the same number, they might have periods of more work, and other periods of less. This means they don't actually have Standard Hours, and according to the legislation, OWE should be calculated from a 4 week average, not just taking "Standard…
11 votes -
Projects - Assign one Invoice for multiple projects
PROJECTS if a client has multiple projects, can there be an option that you can bill all or some of these against one invoice.
30 votes -
Files - Automatic transaction creation for uploaded files
After uploading or emailing files to Xero, have it perform some sort of OCR and create a transaction, or spend money or something. It's almost like opening a beer and not drinking it. Please Xero at least 'take a sip'. Just left MYOB ofter 10 years, this is automatic in MYOB! I think the idea here is to make the computers do more work and we do less......right?
2 votesHi Scott, returning to your idea here I wanted to share a few different options depending on your needs that could help. As you may be aware we have Xero Expenses that has a capture element that will read your receipts that are uploaded to transcribe into the expense claim receipt, alternatively there is the ability to email to bills to capture and create a draft bill in your organisation, and we also have a new feature in bills that'll be rolled out to everyone soon where you can upload a file directly from your device to create a draft bill using the detail of your upload.
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Quotes - Packing slip template
When invoicing, there is a drop down arrow/menu next to the "Print PDF" button, where you can select 'Invoice' or 'Packing Slip'.
We need this feature to be available in the quote for printing a picking slip / delivery docket.
Is it possible to add this functionality?
20 votesThanks for raising and supporting the idea here, community. Being open this isn't something we're looking to develop into Quotes for the time being. However, if needed you could have two branding themes, with a different Quote template: one for the quote itself, and one for a packing slip.
You could then edit the quote, and switch the branding theme to the one you want to send out.
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Contact - Field for Business Registered Name
When creating a new contact, I need a space for the Business registered Name as well as Trading name.
22 votesAppreciate the interest shown on the idea here, everyone. Atm, we don't have any plans for adding a specific field for a Contact / Business Registered name.
While not a perfect solution as another user has shared, perhaps adding the name to the contact's address field could help surface this detail where required at present.
We'll continue to gauge interest in this, and share if there are any updates.
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Quotes - Don't highlight all text when selecting a field
There is a weird issue when entering in text in the 'Descripton' box in a Quote.
Once the text is entered if you then leave the description box and then click back into it, all the text in that field is highlighted.
This is a little problem when you want to delete one character as it deletes the whole text.
If you Control V the text back....it hasn't copied the text to put it back in.
So, you lose all the text entered.I understand you can click a few times to stop it highlighting the whole text.
But, it would be great if all the text in the Description box wasn't automatically highlighted just by clicking back in the box.
Accidental deletion of text, wouldn't occur then.
All other documents, billing invoices, sales invoices etc do not do this.
Please can Quotes be the same.
Thanks
There is a weird issue when entering in text in the 'Descripton' box in a Quote.
Once the text is entered if you then leave the description box and then click back into it, all the text in that field is highlighted.
This is a little problem when you want to delete one character as it deletes the whole text.
If you Control V the text back....it hasn't copied the text to put it back in.
So, you lose all the text entered.I understand you can click a few times to stop it highlighting the whole text.
But, it…
4 votes -
Reporting - Option for selective printing (similar to XPM)
Only option is to export documents from Xero. Can the Print option, like in XPM (see attached pic) be added
6 votesThanks for your engagement in this idea, everyone. Apolgies it's taken so long to update you here, and appreciate the confirmation of where you'd like to see this.
We want to be honest that we don't have any planned work for developing print options at the organisation level atm. If there's any changes to share we'll let you know.
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Bills - Add Transaction date
For the bill want 2 dates: one is the bill date, and one is the transaction date. we normally received the bills in the next month...if one date will affect the cost (as construction, use WIP), will be confused....
6 votesHi XinXiang, when you say 'transaction date' would this be the bills due date or the date it was created in Xero? Or would this possibly be the ability to set multiple due dates?
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