4328 results found
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Xero Expenses - Ability to Add Item Code
It is essential to be able to add an Item code along with the Account on the expense claim. We are tracking item codes and reporting them to our management.
1 vote -
AU Payroll - Specify employee timesheet hours
It would be wonderful if there is an option where employees can add R&D work hours in timesheet where the employers can filter the R&D hours separately for each employee
3 votes -
Repeat Credit Note
Ability to create recurring credit notes for both suppliers and costumers.
12 votes -
New invoicing - View total Net GST position
- New invoice screen – in needing to see the NET Total GST position, this appears to be no longer available. How can calculating it manually be avoided now?
3 votes -
Add Logo & header/footer
I have setup a custom report to generate timesheets for different projects as we need to provide these to customers, along with the invoice.
Currently, I have to export and then copy and paste and tweak it, to fit into either a PDF or Excel so I can add our company logo and details.
It would be great if we could add a Header and/or Footer with text and enable the organisation's logo to be displayed when printing to PDF.
4 votesHi Emily, if you are a Xero Partner you can set up report styles which will allow you to add a logo to your reports. Appreciate the other portion of your idea on being able to edit the header and footer of a Projects report which is not possible atm - out of interest is there a specific projects report that you are running in relation to your idea here. This helps when sharing back with our product team.
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New Invoicing - Keep Invoice Options to copy invoice and retain all the data
We create multiple invoices with deferred income. Currently I can approve the sales invoice then under "Invoice Options" copy to a new invoice and all the data is pulled over. I can then adjust the nominal ledger to the balance sheet and approve that, then again from the "Invoice Options" I can add a credit note to the P&L. I can then copy again to create a new sales invoice for the date when the income is due to the P&L and create that and once again add a credit note to credit the balance sheet. I realise this might…
2 votesThanks for sharing your feedback and the detail on how you use invoicing here. Just to make sure I understand fully and can share back with the team - when you say you want to retain all the data. It is currently possible to copy an invoice to a new draft invoice for the same contact, however is it that you are wanting the contacts defaults to be applied to the new invoice?
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Bills - Add a payment processing status
Payment processing - when we make a bulk payment on the bills screen they should be sent to a separate tab so that its easy to see when payments are being processed. This would remove the risk of duplication of accidentally processing bulk payments twice.
1 vote -
NZ Payroll - Show date leave was applied for in the leave request
Can the date leave was applied for and approved be added to a leave request?
4 votes -
Lock dates - Allocate past years overpayments to invoices outstanding after accounts are closed
Hi, Please can we have the ability to allocate past years overpayments to invoices outstanding after the accounts are closed. These accounts do not form part of the main ledgers, being personal accounts, therefore the allocations should be made possible, as they were in Microsoft MOA. This would tidy up much of the personal accounts for customers and suppliers.
I look forward to a favourable response.Supplier Accounts - Also, are you looking at being made available, statement histories for the suppliers as asked for several years ago and Xero said they were working on it? This is very much…
1 voteHi Iris, it sounds like you're using Lock dates here and would like to allocate credit from an overpayment that was created in a locked period to an invoice after the lock date.
Atm, if you'd like to allocate credit you could either remove the lock date to do this, or apply a refund to the original overpayment and recreate and apply the overpayment for a date post the lock date. We'll continue to track the interest of this here, however want to be open that we don't have plans to change the behaviour of lock dates currently.
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Shopify - Bank Feed for Shopify
Bank Feed for Shopify
I know that there is a Shopify Xero integration but i need a Shopify Xero bank feed only. Is it possible to get one set up?2 votes -
Xero Me - Upload timesheet templates OR apply default template
Hi,
Our employees work standard hours each day, but in addition to this there are often additional items on their timesheets, such as overtime, trip and overnight stay bonuses.
The use of timesheet templates simplifies this process by automating the inputting of their standard hours, though due to the remote nature of their work timesheets are being submitted through the mobile application which does not allow the uploading of templates.
Can the ability to upload templates be added to the mobile app or a default template be added when creating a new timesheet?
4 votes -
New Invoices - New Contact search address by postcode
As the new invoicing is no longer optional. I believe this issue must be addressed for all customers in the United Kingdom.
When adding a new contact upon invoice creation, allow us to search for the address via postcode like we used to. This could be achieved by postcode search ABOVE Billing Address, then auto-populate the billing address based on the input post code.
Note there were many issues with the search results which must also be addressed (See: https://productideas.xero.com/forums/939198-for-small-businesses/suggestions/46289185-contacts-improve-uk-postcode-lookup)
OR alternatively allow us to simply input the full address as one line and YOU automatically digest it and…
16 votes -
Reporting - Unrealised Gains and losses report for tracking category
Running Unrealised Gain and losses report for tracking categories
2 votes -
Inventory - Checkbox to include/exclude from customer's Discount %
It would be great to apply the Customers general discount (as set on their Contact Card) to only specified product items, not all product items. e.g. I don't want the Customers discount applied to say my Freight or Labour product items, but I do want to apply it to other products items we are selling.
I would envisage a Tick Box on each Product card that we can tick, or untick, for the Customers Discount to be applied to it (by default it would be ticked to apply the Customers Discount).
3 votes -
Batch Payments - Add bill date to transaction screen
In the batch payment transaction screen you have the individual supplier name, bill reference, due date and payment amount but it would be helpful to have the bill date as well
1 vote -
AU Payroll - Setting up a Director in payroll
AU Payroll - Setting up a Director in payroll
When setting up an Employee in payroll that is only being paid Directors fees, you're not able to add their info directly in the Employee tab. Instead, you need to add the directors' fees pay item to their pay template, while also setting up a 0 rate in the ordinary earnings rate.
It would be great if you could pull the Directors fees through to the Employee tab, rather than having to create a 0 rate to allow setup.1 vote -
Find & Recode - Reverse Find & Recode
The ability to reverse batches of Find & Recode. Currently not available and can pose a risk to Xero files with higher volumes of transactions.
23 votes -
GST period settings - Allow for non-standard periods
When a client changes their GST taxable periods (e.g. 2-monthly to 6-monthly filing) they often need to file a return for a non-standard number of months to align with their balance date (e.g. 4-month GST return). It would be nice to be able to change the GST period settings in Xero to allow for the non-standard GST return to be filed directly from Xero.
3 votes -
CIS - Email annual statements
At the moment I cannot email end of year CIS statements through Xero to contractors like I can for monthly CIS statements.
It would be very helpful to have this facility as I have to download PDF for EACH contractor (which can be very time consuming) and email individually at year end.
This is a requirement as a CIS main contractor, so should be automated and easier for us to do this. Thanks
9 votes -
Purchase Orders - Make all fields mandatory
Purchase Orders - It would be most helpful when generating a purchase order, that all fields are made compulsory so that people can't save the purchase order until all fields have been completed. Thanks
1 vote
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