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4594 results found
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Expense Claims - Edit once approved
Ability to edit expense code and tracking code after approval and payment.
This is to make up for there being no data validation capability for coding.
The workaround is to run the Account Transactions report and run 'query tests' in Excel.
Once the errors are found, you go back and edit the transactions for missing tracking codes, etc.
With Expenses there is no ability to subsequently edit the transaction, though whihc measn you need to create journals which is inefficient and hard to audit.7 votes -
Invoice - Ability to create Sales Orders
Ability to create Sales Orders as well as Quotes and Invoices to make it easier to see what is on order but not yet completed and invoiced.
43 votes -
Sales Invoice | List view - Filter by Contact Group
Ability to filter draft invoices by Contact Groups.
We have a large number of customers who are moving toward shared accounting services (ie: centralised payment of our invoices). It would be great to be able to filter draft invoices by the Contact Group, or at the very least be able to see the contact group with the customer name on the draft invoice screen13 votes -
Contacts - Credit Hold to stop Quotes being raised
Ability to block Quotes being raised/sent if a customer has reached its credit limit. Another tick box like the one for Invoices except this is for Quotes.
1 vote -
Banking - Show account balance on statement import screen
When importing bank statements on the import screen, it would be great to have the account balance shown on the screen.
Yes it shows the latest transaction imported but some statements will have transactions for the same day shown after this transaction that may or may not have already been imported - you would have to go back to the bank statement screen to confirm the balance. Having the bank balance on the import screen would be a nice QoL adjustment.
Thanks
1 vote -
Statements - Attach outstanding invoices
It would be a time saver if copies of outstanding invoices were attached when emailing customer statements
31 votesHI team, while it's not possible to include links to all outstanding invoices when sending a statement I did want to make sure you're aware of the option to include a link to Outstanding bills when emailing an invoice to customer.
From this link your customer will be able to see a total and the individual invoices they have outstanding to pay with you - more on this here
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NZ Payroll: Generate and send payslips before posting pay run
Ability to email payslip before the pay run is posted. This way the employee can come back to the pay clerk with any feedback on hours or allowances before the pay run is completed and filed through to myir. The reduces the need to revert the pay run before the "final" posting and payment made to employees. Reverting the pay run impacts on IRD when IRD have begun their processing as they have to do a manual amendment to pick up any changes once the pay run is re-posted. I have advised by IRD they have to make manual amendments when we often revert and make changes to our large weekly pay run. e.g. post on an afternoon and revert in the morning after feedback... so while the reverting is seemless at the Xero end for users not so useful in keeping IRD happy.
Ability to email payslip before the pay run is posted. This way the employee can come back to the pay clerk with any feedback on hours or allowances before the pay run is completed and filed through to myir. The reduces the need to revert the pay run before the "final" posting and payment made to employees. Reverting the pay run impacts on IRD when IRD have begun their processing as they have to do a manual amendment to pick up any changes once the pay run is re-posted. I have advised by IRD they have to make manual amendments…
5 votes -
Export - Option to export data in CSV UTF-8
Export in CSV UTF-8 or excel file as opposed to CSV comma delimited. Or have the option to choose what format the file is downloaded in as opposed to it having to be csv comma delimited.
Reasoning: We utilise characters in our Xero that currently doesnt export out correctly e.g. "é’é¾ é¦™ç±³". This problem would be eliminated if we could export the file format as either excel or CSV UTF-8. Xero as a system supports the upload of these characters and displays them absolutely fine on the webpage, which is why we have decided to move to your system, but annoyingly it doesn't export this data out well.
Export in CSV UTF-8 or excel file as opposed to CSV comma delimited. Or have the option to choose what format the file is downloaded in as opposed to it having to be csv comma delimited.
Reasoning: We utilise characters in our Xero that currently doesnt export out correctly e.g. "é’é¾ é¦™ç±³". This problem would be eliminated if we could export the file format as either excel or CSV UTF-8. Xero as a system supports the upload of these characters and displays them absolutely fine on the webpage, which is why we have decided to move to your system, but…
2 votes -
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.
59 votes -
Invoices - Protect/Lock invoices from alterations (in addition to Lock Dates)
Our company's invoicing procedure comprises three steps:
(1) invoice generation by our own custom software and also pushed to Xero through the Xero API,
(2) direct debit payments manually added and processed via GoCardless (on their own website, not Xero's integration) for selected invoices, and
(3) invoice reconciliation in Xero. This process is jeopardized when any alterations are made to the invoices in any of the systems (our database, Xero, or GoCardless), causing inconsistencies and the need for corrective credit notes.We primarily use our custom software for invoice generation and management (90%) and occasionally create manual invoices in Xero (10%). The current Xero setup allows users to modify invoices freely (both our API generated ones and manual ones), but our aim is to maintain strict control over (specificall the API) invoice creation and updates.
The ideal solution would be an invoice locking mechanism which would prevent unauthorized alterations. We cannot revoke the invoice management role from certain users as they need to be able to create and manage manual invoices in Xero, therefor potential implementations could include:
API-generated Lock: Developers using the Xero API could be given the option to lock the invoice during generation to prevent front-end users from editing. Then only the API's invoice update endpoint could be allow to update the incoice.
Role-based Lock: Different locking/unlocking permissions could be assigned to specific roles in the system.
Possible types of locks could include:
Warning: A soft lock which, when the 'Edit Invoice' button is clicked, triggers a popup with a custom message warning against unauthorized changes.
Code: An organization-wide code known to authorized users which is required to edit a locked invoice.
Request to Access: Users can send a request to modify a locked invoice, which sends a notification to designated approvers in the organization.Preventing unauthorized or accidental changes to invoices is essential to maintaining a consistent and efficient invoicing process, especially nowadays when there are many connections between systems. I believe these suggestions, or any form of preventive mechanism, could greatly enhance Xero's functionality and user experience.
Our company's invoicing procedure comprises three steps:
(1) invoice generation by our own custom software and also pushed to Xero through the Xero API,
(2) direct debit payments manually added and processed via GoCardless (on their own website, not Xero's integration) for selected invoices, and
(3) invoice reconciliation in Xero. This process is jeopardized when any alterations are made to the invoices in any of the systems (our database, Xero, or GoCardless), causing inconsistencies and the need for corrective credit notes.We primarily use our custom software for invoice generation and management (90%) and occasionally create manual invoices in Xero…
3 votes -
Remittance Advice - Ability to include attachments when sending a remittance advice
Allowing attachments to be included when sending a remittance advice so we don't have to send them manually via email
67 votes -
UK Payroll - PAYE payment date set
Add a date option on the Taxes and Filings tab to add the PAYE payment date. This would easily show if the payment has already been set in advance without having to log into internet banking to double check.
2 votes -
Repeating Invoice - Automatic Application of Credits
Option to automatically apply or allocate existing credits to future repeating invoices. When the client receives the invoice, it will be marked as a PAID invoice because the credit has been already applied in Xero. But only if they choose to apply the existing credits instead of a refund.
Purpose: Saves time in manually creating an invoice to apply for the credits
52 votes -
MFA: Remember 'Trust this device' setting after 24 hours
I understand the ATO requires you to enter 2FA daily, but that doesn't mean the tickbox should uncheck itself every day.
If I tick trust this device on Monday and login using 2FA, I can then login without 2FA for 24 hours.
After that 24 hours, I need to login using 2FA again AND I have to tick the trust this device box again to get another 24 hour reprieve.
Let us tick the box or another box that will remember our choice ongoing. So each day I only have to login using 2FA again but my choice to trust that device for 24 hours is remembered.
I understand the ATO requires you to enter 2FA daily, but that doesn't mean the tickbox should uncheck itself every day.
If I tick trust this device on Monday and login using 2FA, I can then login without 2FA for 24 hours.
After that 24 hours, I need to login using 2FA again AND I have to tick the trust this device box again to get another 24 hour reprieve.
Let us tick the box or another box that will remember our choice ongoing. So each day I only have to login using 2FA again but my choice to trust…
11 votes -
Bank transactions - Ability to post payments without a contact
Require the ability to post net wages, loans, drawings without a contact. This information should not be accessible in the customer/supplier ledger/contact section.
5 votesHi Charlotte, can you expand a little on your needs or use cases for your idea here?
A wage would generally be connected to an employee in payroll. Managing a loan is a little different and we have suggestion of how to do this in our help here, and when it comes to drawings and introducing cash to the business this would generally relate to a specific shareholder and would be recorded as Spend or receive monies, if you'd rather not specify the contact you may want to set up a generic contact that you could code these sort of transactions too.
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Cheque Register: Option to use feature outside of Canada & US
Dear Xero,
Cheque Printing option should be available for versions outside of Canada & US It's a very key feature required to many organizations which should be added in xero. Hope to see this feature available to every version of Xero in the near future.
12 votes -
UK Payroll - Access to communal time off calendar for employees
UK Payroll- Access to a communal time off calendar for all employees.
As a smaller business we try to have one employee off at a time where possible- it would be hugely useful if they could access a shared leave calendar in the same place as they request leave & submit timesheets from. This would pull data from my admin overview calendar and stop me having to create external calendar in iOS and another in android which leads to missing data etc and wasted holiday requests. They could see if the leave they want is available prior to the request.31 votes -
Xero Projects - Standard mark-up on materials
In Xero projects we would like to add standard mark-up to materials. We are currently adding markup to each individual expense item added which is time consuming.
21 votes -
Contact | Merge - Retain contact and financial details
It would be really helpful when merging suppliers if there was an option to keep all contact and financial details with the updated contact. When an existing supplier joins Xero and starts sending Xero generated invoices that you can upload to Xero if the name is even slightly different it creates a new supplier. This could be as basic as Ltd vs Limited. When these contacts are merged all the existing information is deleted and needs to be re-entered. An option to keep all existing contact information would be great.
6 votes -
Bills - Enter multiple bills on one page.
Add a feature where you can capture bulk supplier invoices.
You can select your supplier from a dropdown, type the invoice number, type the description, select to add a file, select account detail (sales account) and type in your amount.
This will save much more time vs opening the supplier account, add new bill, etc, etc, or copying a recent bill and just typing over it ... it's tedious and time consuming the way it is set up now.1 voteHi Louleen, rounding back to your idea here. From what you describe it sounds like majority of the contents of the bills are the same? If so perhaps a repeat bill template could be an option. If you set this to create a Draft bill you could then just review and make any adjustments.
Also if you already have existing bills that need entering you can back date a repeat bill template and dependent on the cycle you set e.g 'repeats every x days' you could spin up multiple bills from one template at once.
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