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1015 results found
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Quotes- Ability to approve quotes
Hi there,
Most clients cannot accept 'DRAFT' quotes, and not all clients like to be emailed through Xero (how you turn it non-DRAFT currently).
Please can you add the same functionality as an invoice where you can accept, save and export it so we can email non-DRAFT quotes to clients and keep communication on our systems/in the format they like?
THANK YOU
1 vote -
Xero - Sync multiple Xero organisations to an external invoice program
Be able to sync multiple Xero organisations to the one external program (for us it's Splose) to allow invoicing from one program to split to appropriate Xero organisation.
2 votes -
Timesheets: Daily approvals
Weekly Payroll calendars and get paid monthly.
It would be advantageous if timesheets can be submitted daily and approved daily.
Reason: approved cannot remember hours staff worked last 30 days. approver has to make a note of hours and then refer to notes when approving timesheets submitted.44 votes -
AU Payroll - Hide Long service leave balance from ineligible employees
I would like to be able to select only certain employees and add LSL balances on their payslips rather than everyone in the organisation.
My point is, when we set a new employee we started calculating their LSL from day one but we do not necessarily want them to see the balances until they reach 5 or 10 year mark working for the company.
In this case, calculation of LSL is accurate as in 10 years times hours of employees can change btw full time/part time and so on.
I would appreciate an option to select individual employees to display…8 votes -
Invoicing - Move Delete Button
Is it possible to move the delete button away from approve button in Sales Overview.
When approving invoices, have too be very careful with delete button right beside approve.Cheers
Gene5 votes -
Billable Expenses - Tickbox to remove outstanding expense from multiple bills at a time
If an item has been billed manually or your stuck with some items in billable expenses you have to open every bill and remove the client from the items that are have not been billed.
Could you add a tick box selection in the Billable Expenses - Outstanding so that you can then select a remove billable expenses from multiple bills in one go.5 votes -
Invoicing - Allow Item and Description-only lines, with no Qty or Unit Price
When choosing item code and description, I want the ability to leave the rest of the fields blank. Classic invoicing had no problems with it. The new invoicing wants to populate QTY, UNIT PRICE and AMOUNT. Makes the invoice look unappealing.
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241111 New Invoicing 2025-031 Draft Invoice Copy.jpg 124 KB -
241111 New Invoicing 2025-031 Data Entry Draft Invoice.jpg 137 KB -
241111 Classic Invoicing 2024-136 Invoice Copy.jpg 99 KB -
241111 Classic Invoicing 2024-136 Data Entry Invoice.jpg 129 KB -
Screenshot 2024-06-18 142006.jpg 97 KB -
Screenshot 2024-01-31 144249.png 23 KB -
Invoice INV-DJM2756.pdf 90 KB -
Invoice INV-DJM2754.pdf 92 KB -
Invoice INV-DJM2737.pdf 94 KB
496 votesThanks for all your feedback here, everyone. The way you add description only lines in new invoicing is a little different to classic and we wanted to explain in hopes it'll help with how you're using new invoicing.
When entering a description only line, you can enter text in the description field of the line. If you add detail to any other field the line will be treated as a 'financial' line and you will need to include Qty, Unit price, Account and Tax rate.
When an inventory item is added this uses the item code field and the line is treated as 'financial', so it's not possible to use inventory items as description only lines in new invoicing atm.
We appreciate this is how many of you here have been making use of inventory and our product team are closely monitoring the feedback we're getting on this. Though we don't… -
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Fixed Assets - Bulk edit
To allow multiple Fixed Asset Changes to be made at once and also selecting multiple Assets to Register at once.
Purpose: To save users time. Especially when dealing with large Asset Registers and users have to edit it one by one.
105 votes -
Projects Reporting | Ability to report on multiple projects
Pull a report per bank account(s) with transactions indicating to which accounts the transactions were reconciled to
Projects; how to group similar projects together when pulling reports
Projects; report to see project expenses grouped by similar account allocations
11 votes -
Tax - Ability to calculate and report tax for multiple jurisdictions
GST - where an entity trades in different tax jurisdictions, allow the file to create the ability to manage GST for different countries (different GST codes) in separate GST accounts and not all consolidated into one GST account.
eg if an entity trades in Australia and New Zealand, you can have an Australian GST account and a NZ GST account to make reconciliation and completion of BAS easier.17 votes -
Invoicing - Option to Add Multiple New Lines at once (5, 10, 15 or 20)
When using Classic version of invoicing, there was an option to Add a new line and then a drop down option to Add 5, Add 10, Add 20 lines.
In the New version of invoicing, this option seems to have disappeared?
Please provide this option if this has not already been provided. I can only seem to add a new line after entering the first line of information.
I found the Add 5 and Add 10 lines really helpful when I'm copying similar job items down a list than having to tab across to get to the next line when…
40 votesHi all, we appreciate detail you've shared on the value to you in being able to add multiple lines to an invoice at a time.
As a step toward making this process easier, we've released a new line item grid in invoicing, in which you can now manually add singular rows to your invoice.
Our team are keen to continue monitoring feedback for adding multiple rows at once here, and while we don't have any plans for this at present, I'll update you if there's any news.
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AU Payroll - Split out YTD earnings on payslip
Split out the 'other previous earnings' section in the YTD section of an employees payslip between commission, annual leave etc
22 votes -
UK Payroll - Holiday balance on final payslip
When an employee leaves, it would be really useful for Xero to calculate how much leave they have left or have over used and then calculate and add/deduct the value from the final payslip. Currently, I have had to do the calculations manually, and then I add to add the holiday to the payslip and change his departure date to cover the leave period - a bit of a messy fudge.
25 votes -
Reconciliation - Manually mark as reconciled multiple items at a time
There are some cases where banks do not have feeds available and the items posted as received or paid from these banks must be reconciled on an individual basis which takes a lot of time!
We need a reconcile all or a tick box system down the left hand side to be speed this reconciliation process up. I have many clients with these manual banks and it's extremely time consuming marking everything individually as reconciled.15 votesHi team, this is already possible. However you'll need to enable the mark as reconciled option on the Account Transactions tab of the bank account. If you click on the '?' icon in the top right of the blue banner you'll see an option to switch this on. Once turned on you can check the lines you need and select the More option where you'll be able to bulk Mark as Reconciled or Unreconciled. 😊
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Fixed Asset - Ability to register multiple draft assets as one
On Drafts there would be say 10 lines which is actually all for the same asset.
Say I am building a product store. Using 10 different suppliers. Store, Erection, Floor, Building inside etc. I want to map all those together and register as 1 asset when done. This way the auditors see the whole store as one asset. Not 10 lines that I must show them. For instance "Thats the floor in that storage building"
14 votes -
AU Payroll - Edit text on payslips
It would be great to be able to edit text on a payslip. For example, one of my clients would like to hide the percentage of leave loading on their employees' payslip. Currently the payslip would read "Annual Leave - Leave Loading (17.5%, exempt from SGC)" for each time leave is taken, and they would like to hide the "(17.5%, exempt from SGC)" part.
8 votes -
Reconciliation - Bulk 'OK' for reconciling bank transactions
Ability to select multiple/all transactions during reconciliation.
Purpose: To save users time from having to reconcile the transactions one by one.
229 votesThanks for all sharing and supporting how bulk reconciling transactions and suggestions that have been matched to statement lines in your bank would help your business.
It's great to see the trust you've built in Xero's capabilities to match and help you save time from manually finding and creating transactions to reconcile your bank.
Along with building on the foundations of our platforms, the teams efforts at present have been on improving the ability to create suggested transactions for more statement lines in your org - With a lot of this being backend logics there's not a heap you'll see from the front side of things but Xero's reconcile engine is getting stronger and overtime you should find even less need to create transactions in your org, yourself.
With this work underway there is no development for being able to reconcile transactions that have the 'OK' presented option atm,…
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AU Payroll - Workers compensation
Workers Comp pay item leave accrual idea.
There is an option to "Accrue Leave for this Earnings Rate" when setting up the WC pay item.What would be good is the option to accrue for AL or PL separately as this alters according to state law eg in WA, AL is accrued but not PL on WC payments.
17 votes -
AU Payroll - Pay employees across multiple bank accounts
Employees have requested their net pay to be paid across more than four bank accounts, though this function is not available. Increasing the number of bank accounts would assist employees and those processing payroll.
5 votes -
Organisation Settings - Ability to set colour of organisation
Ability to set colour of organisation in the naivgational banner
Purpose: To help distinguish between clients, and avoid entering data incorrectly when working with multiple clients.
276 votes
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