4328 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 -
UK Payroll - Holiday Leave Balances
I would like if xero could include and show statutory days in employees overall leave balance.
2 votes -
Budget - Attach file
It would be great to have a background worksheet that you could attach to each budget cell to clarify how the numbers were obtained
4 votes -
Invoicing - Mandatory contact details
Set a particular contact field (e.g. account number) as a mandatory field, so that an invoice cannot be issued without that field having been added to the customer account.
9 votes -
Dashboard - Widget for overall cash balance
Overall Cash Balance widget for Xero Dashboard. I actually love the Overall Cash Balance widget for the app. Can we have that as an option for the Xero Dashboard for the web version as well? It's handy to be able to log in and instantly see the total cash for my business.
4 votes -
NZ Payroll - Ability to display annual earnings on payslips
Apparently this functionality is enabled on the AU payroll system, but not NZ!
Essentially, it would be great if an employee's annual salary figure could be displayed on their payslips. Given that this is already an option within Xero Payroll for Australia, surely this is an easy addition for Xero Payroll for New Zealand.
3 votes -
Quotes - view contact address
Why is it that customers address details are not shown on the invoice and quotation listings. this is causing time issue problems
These were shown in the classic view in invoices but not in quotations
I’m my mind this is a retrograde step and needs reviewing3 votesHi all, appreciate the interest around this. Being able to view a contact's address would be built separately for invoices and quotes.
We have an existing idea for this in new invoicing that you may like to add your vote and join across here - you'll see this is something we're actively working on.
I'll slightly adjust the title of your idea here to reflect the Quote side of things and we can keep you updated if there's any change for this. Thanks
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AU Payroll - Revert to the "Pay Employees" page after a pay run has been filed
Please automatically revert to the "Pay Employees" page after a payrun has been filed. At the moment after a payrun is filed with the ATO we are taken back to the "Post Payrun" / "File" page. You then have to click on "Close" to be taken to the "Pay Employees" page. Why the extra step?
4 votes -
Shopify - Multicurrency support
Xero and Shopify integration - Currency should not be an issue to connect both apps, foreign currency should be taking into consideration. A company can be having sales in different currency to different country. Xero and shopify please look into this issue to ensure the integration doesnt limit by the based currency for both apps.
4 votes -
Invoice - Option for customers to add a tip
Allow customer to add a tip to invoice when paying.
10 votes -
AU Payroll | Timesheet - Ability to add allowances
When operating tracking income and expenses in two areas, payroll allows for the primary tracking category when setting up the employee and the time sheet allows the secondary tracking option to be selected.
Currently the timesheet option only allows for the 'hours worked' to be allocated to the secondary tracking option. Any allowance can only be added at the pay run which means it cannot be added to the secondary tracking category.
Can we have the ability to add allowances as an option in the timesheet?
140 votes -
AU Payroll - Customise and edit details on dashboard
Payroll Overview Dashboard - Can you please make this editable so that it can be customised to what details we want to see at an easy glance? Also the Calendar populates all 'holidays/public holidays' regardless of what state/country you're in. This should be customisable so that you can opt to only have your relevant holidays shown.
1 vote -
Short term cashflow - Filter by project
I would like to evaluate cash flow by project. To be able to see when cash was received and payments made for each project. It will be a useful tool to manage a project and decide when to invoice and to know when we are funding projects from our own cash. At present there isn't a report which I can run to see cash flow by project. Could you please consider building one. Thank you.
1 vote -
Global Pay Run - Create Spend Money transactions
When posting a pay run, Xero should automatically create spend money transactions with all relevant details and links to the pay run.
Currently, this is done manually by creating spend money transactions for each transaction and there is no link to the payslip.
This will save a lot of time in reconciling a pay run and improve the connectivity within Xero.
4 votes -
Billable expense - Automatically autofill account and project code in invoices
Currently after we assigned billable expenses to a customer and subsequently when we create a new invoice with the billable expenses, noted that the tracking category named Projects as well as account code are not auto-fill. We need to fill in manually which is time-consuming, imagine there are 100 items in the invoice.
It will be very helpful and save time if the account and project code will be auto-fill in the invoice. We really appreciate your support and looking forward this can be implemented. Thank you!
9 votes -
Sales Invoice - Select and send multiple invoices on a single email
Send multiple invoices together on one email to the same customer with one 'pay now' button (e.g. for Stripe payment) rather than sending multiple emails which seem like spam to clients !
42 votes -
Email Settings - Ability to have separate reply-to email address
Ability to have separate ‘Reply-to’ email addresses within the same Xero organisation.
Purpose: Users can easily change the email address that they’d like to use when sending email from Xero, rather than having to go through settings to change it.
347 votesHi everyone, we thoroughly appreciate your input and letting us know your appetite for being able to set the Reply to address for your Xero organisation, here in the idea. As many will have seen with new invoicing, our team have begun testing and making small change to the send experience. While we've been able to make these changes when developing other areas of Xero, we want to be upfront that we don't have a timeframe of when we'll upgrade the email settings page just yet, but this is something we will get to in time - when we do our team will also review the Reply to address options as part of this. So, though there is no movement to share on this just yet please know we will let you know here as soon as there is.
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Chart of Accounts - All Debits as Positive & all Credits as Negative Values
Pls can you consider providing an option to view all Debit balances as positive values and all Credit balances as negative values (in brackets) on the Chart of Accounts as well as accounts on the Dashboard?
That way it's immediately obvious if a balance is owing TO the business or BY the business, without having to first determine if an acc is set up as an asset or a liability on the Chart of Accounts.
6 votes -
BAS - Export lodgement confirmation
Once an activity statement (BAS or IAS) has been lodged via Xero, when we generate the activity statement and export to PDF or Excel can it include the lodgement confirmation details, including date and time lodged, person/user that lodged, any lodgement confirmation numbers etc.
This information is shown in Xero, but not on the report when exported.3 votes -
UK Payroll - Notifications to disappear for all users once action has been taken
At the moment when one staff member accesses notifications on the main Xero dashboard and actions it i.e tax code changes the notification will not disappear for all users on the Xero subscription. It would be a good idea that this could disappear for all users once actioned to completion to ensure that work is not duplicated by two or three other staff checking that same notification.
14 votes
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