4582 results found
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Hubdoc - Link bills uploaded from Hubdoc to Purchase Orders in Xero
We publish a large quantity of bills from Hubdoc to Xero. To implement a purchase order system we will need to be able to link these bills from Hubdoc to Purchase orders created in Xero. Otherwise Hubdoc is not really of use to us and will make the work load more.
15 votes -
Report needs to have matching data for Total Cash In and Out dashboard widget
Need the report linked from dashboard's Total Cash In and Out to MATCH to the data shown on a report.
Right now it opens up a Bank Summary report which includes transfers, but even after removing transfers from the equation, the numbers still do not match up on the cash flow widget. I can't verify the cash flow widget's numbers.
1 vote -
"Receive Payment" Right from the main menu
I would appreciate having an option in the + menu for quickly adding a customer payment. This small enhancement would save us precious time spent searching for customer names or invoices. I've included a screenshot from QBO showing how it looks.
1 voteAah I see where you're coming from - thanks for the added detail Hershel!
Find & Match won't help if you're needing to record the payment when entering the invoice. The only other consideration would be entering Receive money transactions, however these are a little different and won't appear on your clients customer statements.
Being upfront we don't have any plans for adding Receive payment to the '+' menu from the navigation atm, but we'll stay tuned in to your idea here and I'll let you know if this changes.
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UK Payroll | Working pattern - Allocate pay rate and allow multiple patterns per employee
I work for a company where our employees can work on multiple contracts with different pay rates and different working hours for example 2 hours tues and wed at £11.50ph and thurs at £11.75.
It would be useful if you could allocate an hourly rate to a specific working pattern and then be able to allocate multiple patterns to one employee
7 votes -
Manual Journals - Import additional lines into an existing manual journal
Since system allows to import manual journal with up to 300 lines cap, it would be of high value to have a feature to import additional lines into the existing manual journal (especially that we found an instruction on how to do that, but there is no functionality withing the Xero product)
Or as another alternative, if there is an option to merge existing manual journal entries than it will work perfectly as well.4 votes -
Starter Plan - Annual transaction count
Sales question:
we want to buy xero. We only do 100 transactions per year, but we have one month which has more than 20 invoices and 5 bills, (an event we organise). does the basic subscription do monthly transaction counts only or can it do an annual transaction count.8 votes -
Bank feed to account transactions match report
It would be good to have a bank feed to account transactions matching report which could show which bank feed entries have been reconciled to which account transactions without having to click into each entry. Something like the attached would be good to enable someone to spot mismatched bank entries
1 voteHi David, it's possible to run the Account Transactions report showing a 'Related account' column to see where transactions have been reconciled to. Would this suit what you're asking here?
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User permissions - Ability to bulk delete users
completing a cert IV in accounting and bookkeeping you have to become a user for approximately 10 different companies. Therefore once you have finished your course they sit in your My Xero, the only way to remove yourself as a user it to do each one, can you have an option to remove yourself as a user for multiple companies in one step.
4 votes -
Credit Card due dates
Given XERO is pulling in credit card transaction details can they pull in payment due dates to help manage timing of payments? Could be as simple as a "Payment is due" flag that a user can manually turn off if they want after paying.
1 vote -
Creating budget in petrol service station business
I'm in a petrol service station business and would like to create a budget using litres sold/purchased as petrol prices fluctuate monthly.
1 vote -
Subscriptions / Billing - Report on dormant organisations that are being paid for
In regard to client monthly charges being oncosted via billing, would it be possible for you to run a report of any other files that are dormant. Files that are being paid for and not used?
2 votes -
Statements screen - Add invoice number
When showing a list of statements to send (from Business - Invoices - Send Statements) from Send Statements, can the invoice number be shown on the screen so sorting can be done on invoice number. Also the date of the invoice would be handy as well to give an idea of when first looking at the front screen as to how old they are. It would make choosing and sending quicker and more efficient.
2 votes -
NZ Payroll - Payday filing email reminder
NZ Pay Day Filing Reminder
To avoid missing the pay day filing requirement of two days within pay day, where an email reminder notification would be handy to pick up when a pay run has not been posted to the IRD, or if it were to be showing as an error, as the IRD penalty for missing this timing is steep.
4 votes -
Find & Recode - Use with inventory Item Codes in invoices and bills
It would be good if we have an option to recode item codes in bulk within invoices or bills using fine and recode option
3 votes -
Projects - Increase maximum amount of digits allowed for Estimated Expense fields
Restricted to entering 9 digits before the decimal place in estimated expense unit price/total fields.
6 votes -
New Invoicing - After adding payment, return to the same invoice, not the Sales Overview
Currently after adding a payment, the page goes to the Sales Overview - Invoices. It would be good if (possibly just as an option) it returned to the actual invoice I was adding a payment to.
13 votes -
Bills - AI reconciliation of supplier statements
AI automated Supplier Statement Reconciliation! To allow business to match the invoices in their bills to pay with the invoices shown on their suppliers statements to ensure none are missing and everyone is paid on time without delays. We are currently looking to outsource to external parties not related to xero to do this so it is possible to implement. But to have it centralised and available within xero would be great. By automating this process allows for focus towards other accounting and business aspects.
Perhaps displayed in a similar way to the bank feed reconciliation screen. If we can…
26 votes -
Projects Invoice Summary - Show Invoice Number and Reference
Hi,
I would like to suggest a small but valuable improvement to the Projects section in Xero. Currently, in the "Quotes & Invoices" tab within a project, only the invoice number is displayed, which is useful for tracking. However, for many businesses, including ours, it would be incredibly helpful if both the invoice number and the reference field could be shown simultaneously in the project’s invoice summary view.
This improvement would enhance visibility and make it easier to track project-specific details without losing sight of important invoice numbers.
Thanks,
3 votes -
UK Payroll - Include tracking categories in Gross to Net report
To be able to file a Gross to Net report and subtotal by tracking category. It's the only way that we would be able to report per category of worker. This is built into Sage and really important for a lot of businesses.
10 votes -
Budget manager - Archive tracking budget if tracking is archived
Budget Manager - Ability to Archive old budgets that relate to archived tracking categories.
At present the budgets still appear within budget manager even though linked to an archived tracking category. It would be great that when you archive a tracking category that the budget is archived along with it or just the ability to archive old budgets in budget manager. At present you can only delete so you lose that history.1 vote
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