4696 results found
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AU Payroll - Ignore RDO accrual on annual leave
To automatically reduce the RDO accrual when an employee has taken paid leave such as annual leave
8 votes -
Invoices: Include quote number on invoices
It would be helpful if the quote number was automatically picked up and featured onto the converted invoice.
9 votes -
Invoice reminder - Show the list of those contacts that have reminders turned off
Currently there is no easy way to review the on/off status of invoice reminders for Customer unless they have an outstanding balance, and even then this is only on screen and not exportable, so either a way to filter the Customer list for those which have invoice reminders turned off, or just a report that can be run with a column for the reminders status (on/off and number of reminder sent) would be useful for better credit control review.
28 votesHey team, thanks for sharing how we can improve Invoice reminders and make these more powerful for use in your business.
Our product team has kicked off some research around Invoice reminders. It'd be great to get your input - We've got a quick form here where you can sign up to be part of the process.
As we do our research, the team might reach out with surveys or even chat with some of you directly. We'd be super grateful for your involvement in shaping the future of Invoice Reminders at Xero!
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Organisation Settings - Copy an existing company to create a new one in Xero
It could be helpful to have the functionality to be able to copy and existing company in Xero in order to create a new one with the same details. This would make setup of the new one much faster particularly when companies have multiple entities that do the same thing just in different states / Emirates / countries even. You can pretty much copy anything else within Xero so it would be beneficial to be able to just clone the company itself.
28 votes -
Xero Mail - Add email signature with company logos to sent emails
Ability to add email signature with company logos to all emails sent to clients.
23 votes -
Projects: Include labour costs from Gusto integration
I need to be able to track all my project expenses, including labor costs, for each project. All the labor data is already in Gusto, my payroll provider. Currently I have to create a report in Gusto then manually enter the data in Xero. I also have to manually maintain two lists of the same projects: one list in Xero, and one list in Gusto. I would like the Projects in Xero to synchronize (two way) with the Projects in Gusto. I would also like to be able to pull (or synch) the project labor cost from Gusto to Xero.
4 votes -
Xero App - Show outstanding balance on invoices instead of the total amount
I often take part-payments against customer invoices in Xero. But, when I use the app, the full sales invoice amount appears rather than the remaining balance. The app should show the remaining balance on sales invoices - when viewing the list of unpaid invoices.
1 vote -
Files - Allow file to be attached to multiple transactions
The inability to attach credit notes from a batch is becoming increasingly problematic. To clarify: multiple credit notes sent from suppliers under 1 PDF - there isn't the capability to transfer these into a separate folder and then attach each PDF multiple times when creating a credit note from a supplier. As soon as it is attached once it disappears! I have had multiple occasions where there are numerous credits in one PDF and am having to write all but one down in longhand so I can then create the Credits. There is not the function to attach these to…
3 votes -
Bank Statements - Support OFX importing with multiple statements per file
I am working with Société Générale (France) and we are not so lucky to have the automated bank transactions functionality. Our bank is combining both main bank movement and credit card movements in their OFX format.
This currently gives me the following error message in Xero : The file selected contains more than one statement which is not currently supported. Download a file with transactions for one account and try again.
My error message finds its cause in the fact that I have an export from the bank that contains both <bankmsgrsv1> and <creditcardmsgrsv1> transactions.
Why does Xero not allow…1 vote -
UK Payroll - Report that displays time off balance at a given date
Time Off
1. As a senior manager I want to export a report, in one operation, a table of employee name and hours left to book, I need this to chase employees who are not taking leave and know the financial risk we are carrying in the business from untaken leave e.g.Employee name | Hours not yet booked | Hours booked but not taken yet
Fred 80 16
Joe 16 8
and so on.....- Any chance we could have a quick panel of employee unapproved leave requests so I can quick go through this in the morning (at the…
31 votes -
VAT - Show Unreconciled Statement Lines for a VAT period when completing a VAT return
A note of outstanding, unreconciled statement lines before completing a VAT return.
Currently you click review and can see the VAT return; however, it would be useful to have a box that would flag if there any unreconciled transactions within the VAT period.
This would help to ensure no transactions are missed when completing a VAT return.
9 votes -
UK Payroll - Support for RSB Bankline payment files
Export in CSV format to upload Payroll Payments to RBS Bankline to save manually entering payment details.
5 votes -
Contacts | Quotes - View declined quotes for a contact from their record
Declined quotes to appear in the activity list of a contact - At the moment they do not and the only way to determine if a quote was raised previously is through a search through quotes.
Since it is an activity linked to a contact, fruitful or not, this should be linked to activity list of the contact.
7 votes -
AU Payroll - Filter superannuation payments screen
Multi select or more filter options when processing superannuation payments. This would expediate processing super payments for large employers. For example, you should be able to filter the super payment to show only last month super and select all and submit for payment. At the moment, if we want to process the previous month's super, we have to manually unselect each employee super that relates to the next month or quarter that we aren't required to pay yet.
11 votes -
Xero Expenses: Automatic receipt scan in web app
Add the ability to extract data from scanned receipts in the Xero Expense web app.
At the moment, both the mobile app and HubDoc can automatically scan receipts and extract data (date, amount, payee, etc). This doesn't work in the web app and Hubdoc cannot send documents to the Expense app.
We use a document scanner to scan multiple reciepts at a time and then batch upload to our expense keeping app (Zoho Expense). Drag and drop multiple receipts into Zoho Expense and the software will automatically extract the data from multiple reciepts at a time. This is more user…
15 votes -
Tracked inventory - Attach files to inventory adjustments
Ability to attach supporting file to tracked inventory adjustment entry
5 votesThanks for the response, Joanne. While it's not something we have direct plans for atm, we'll get a better of the interest around this here, and I'll share if there's any changes planned.
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History & Notes | Basic formatting options for notes
The ability to type a note in RED so that it stands out.
And also the ability to add a note to an invoice in red, such as PLEASE USE INVOICE NUMBER AS REFERENCE:1 vote -
Projects: Show total uninvoiced amount
Projects in progress list must show the total uninvoiced amounts also.
15 votes -
Invoices - Default due date set regardless of an integration upload
Default invoice due date / contact due date can be set when integrated with other products that fed the invoices in. Currently it is overriden with due date from integrated system
Setting due date so we can clearly see what is overdue is an excellent feature and would help significantly with accounts
1 vote -
Inventory - First-In-First-Out (FIFO) option in Tracked Inventory
Offer First-In-First-Out (FIFO) accounting within Tracked Inventory as an option.
Purpose: Established US Companies tend to use FIFO for inventory valuation, so Xero would widen its scope of clients by offering the option. Plus, the option adoption would make reporting of its current US clients so much more straightforward.
26 votes
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