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4621 results found
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Contacts - Export Statements to CSV
The facility to export statements to CSV files has been removed
We need this option back!5 votes -
Repeat invoicing - Automatic attachment placeholders
Automated File attachments for repeating invoices.
Is it possible to add a feature where attachment placeholders can be saved with a repeating invoice.? So that attachments can be bulk uploaded at some future time and they are included in the draft invoice using file name matching. "[contactname][year][month].csv" for example. Even better if this could done with all the attachments extracted from a single uploaded monthly zip file. The zip file could also perhaps contain a txt file with a simple filename to invoice matching array for a more flexible approach. I know that adding attachments is easy via the SDK but if this sort of function was built into the UI I can see it saving a lot of people some time/effort.
Automated File attachments for repeating invoices.
Is it possible to add a feature where attachment placeholders can be saved with a repeating invoice.? So that attachments can be bulk uploaded at some future time and they are included in the draft invoice using file name matching. "[contactname][year][month].csv" for example. Even better if this could done with all the attachments extracted from a single uploaded monthly zip file. The zip file could also perhaps contain a txt file with a simple filename to invoice matching array for a more flexible approach. I know that adding attachments is easy via…
1 vote -
Xero Expenses - Ability to populate with a contact's default tax rate
When an expense is raised, supplier gst tax rate should override the expense item tax rate. If the supplier coded gst free purchases, then expense items should default to gst free, not the default gst tax code of the expense ite.
1 vote -
Multicurrency - Automatically update prices for currency invoices
When generating quotes or invoices in foreign currencies, the amount should get automatically converted based on the current conversion rate. At the moment this needs to be done manually as the system just changes the currency without actually converting the value. This can be quite tedious if there are a large number of items or prices in an invoice.
3 votes -
Projects - Ability to set a default tracking category
Number of fields for projects is really poor, I need a tracking category added to projects so for example we can have four different types of projects which I want to categorise in the initial project set up. When costs and revenue are then allocated to this project it's also automatically allocated to the tracking category associated. At the moment I'm having to manually allocate to every transaction. Would be made easier if like sage they had a copy above function but we don't even have that either, so clicky!
2 votes -
Contact - Ability to add date of birth
I have multiple clients who have members. They like to keep their members date of births on file, so they can send them birthday emails, or if they are over a certain age can get a discounted membership. It would be great to have either a dedicated date of birth field, or like some other accounting softwares a few open fields, that we could name per file, for additional required details, like date of births, member types, allergies, voting member etc. I'm sure these fields could be useful for other types of businesses as well.
2 votes -
Hubdoc multi-organisation search option
It would be useful if we could search for invoices/suppliers/amounts/Invoice references in all organisations listed within our Hubdoc portal. Meaning one search bar that searches all organisations, no just the one that is open at the time.
2 votes -
Contact | Activity - view reference of transactions
Implement a feature to make it easier to ensure purchase bills are paid only after the corresponding sales invoice has been settled by the client. Ideally, this could be achieved by adding a visibility feature, such as a dedicated column (along with the already existing Type, Reference, Issue date, Due date, Paid date, Paid, Due, Total, and Status) in the ‘Activity - Bills’ tab of a contact. This would eliminate the need to manually search for each sales invoice or purchase bill reference. This column could be optional, as the others are.
1 voteInteresting idea here, thanks for sharing. Will be good to get a sense of the interest and other businesses that process sales and payments in this manner. Being open it's not something we have plans for atm, but we'll start to track the idea here and let you know if there is any plans made.
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VAT - Override VAT box figure and delete Adjustments
VAT In the VAT boxes you have to "adjust" the figure rather than entering the relevant amount. Why can't you just enter the figure and move on. It would be much easier. Also you can't delete what you've done in a box or re-start the entire return. In my view it makes Xero a sub-standard product.
1 vote -
Xero Accounting app - List contact transactions in Date order, newest first
When going into a contact in the web version oif Xero the paid and unpaid invoices/bills are listed in date order with the newest first. This is not the case in the Android App version and it is really annoying having to scroll through (in one case) 200 invoices to get to the most recent.
Can the App versions please go newest first like the web version..
4 votes -
Fixed Asset report - Include add asset serial number and warranty
Ability to include serial number and warranty on Fixed Asset reports
4 votes -
Invoice report - Ability to view adjustments to tax
Would like to be able to find and recode transactions in bulk or have a report somehwere, where we can search the "include Adjustment to Tax" amount on any transactions. There is currently no way to find transactions that have this and to correct we have to find the batch payment, undo, edit the invoice, approve and re-batch. Not ideal.
1 vote -
Purchase order - Compare purchase order amounts raised with budgeted accounts
For Purchase Orders:
1) Able to assign departmental head for approval ( email goes to manager for approval and they can click and approve ) . Can create a approval level all from Xero to email.
2) Able to see budget against PO , once budget uploaded approver or procurer can see department or nominal account budget before approval.
1 voteAppreciate your idea, Sadan. Sort of 2 different requests in the one here.
We have an existing idea for being able to assign a user that can approve purchase order that you may like to join and vote for.
I'll slightly update the title of this idea to reflect the request to compare with budgeted amounts. We don't have any plans for this right now, but will get a sense of the interest to begin with through this idea.
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Trust Account Management - South Africa Legal
South African Law is in desperate need of a simple Xero based Trust Account Management system.
Xero is so easy to use for the Business transactions, a similarly user friendly option for Trust Account Management would be a dream.
1 vote -
AU Payroll - Change status of timesheet
Amend status of timesheet - I accidentally ran a Pay Run without having approved the timesheet. The status of the timesheet then was Approved, and didn't become 'Processed'. An 'Approved' staus meant I couldn't change the calendar setting s etc for the employee. It becasme a challenge to do what was necessary to get the status to 'Processed'.
2 votes -
User role - Read Only access to reports only
To be able to add restrictions to the Read Only permission for users so that bank account details are not available but allow users to only have access to reporting, income/expenditure transactions etc.
54 votes -
AU Payroll - Monthly payroll tax report
An automatic monthly payroll tax report would be fantastic. I've noticed Xero cannot do an automatic calculation of Payroll Tax like MYOB can. MYOB allows you to select pay categories (pay items) to exclude and run a monthly payroll tax report.
75 votesHi community 👋
Thanks for sharing and supporting this idea - while I don't have an update specific to this one, I thought you might be interested in the following:
Our AU Payroll team are testing some changes to Payroll reconciliation. The idea to have an automatic monthly payroll tax report is highly associated with payroll reconciliation and we feel that voters here would also have an interest in payroll reconciliation. They would love to hear from you!
They’re aiming to conduct some 1 on 1 interviews between 6 Feb - 16 Feb 2024, the interviews will last 45 minutes.
The purpose of the session: Participants will be asked to help with testing a prototype concept designed to enhance the AU payroll reconciliation process.
They aim to discover:
- Whether this conceptual solution meets your specific Payroll needs, and if it adds value to your Payroll reconciliation process?
- Whether this conceptual solution addresses your key struggles during Payroll reconciliation? What enhancements would you like to suggest?
If that sounds like something you’d like to get involved with, you can book here 👉 form removed since we've received enough interest.
- Heads up! Participants must be users of Xero AU Payroll, with experience of completing payroll reconciliation for 1 or more clients during EOFY
Hi community 👋
Thanks for sharing and supporting this idea - while I don't have an update specific to this one, I thought you might be interested in the following:
Our AU Payroll team are testing some changes to Payroll reconciliation. The idea to have an automatic monthly payroll tax report is highly associated with payroll reconciliation and we feel that voters here would also have an interest in payroll reconciliation. They would love to hear from you!
They’re aiming to conduct some 1 on 1 interviews between 6 Feb - 16 Feb 2024, the interviews will last 45 minutes.
The purpose of the session: Participants will be asked to help with testing a prototype concept designed to enhance the AU payroll reconciliation process.
They aim to discover:
- Whether this conceptual solution meets your specific Payroll needs, and if it adds value to your Payroll reconciliation process?
- Whether this conceptual…
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Bank Feeds - Bank feed form status for all users
When a bank feed form is uploaded, you can see the status of this - currently if one person has uploaded bank feed form, no one else can tell. Would be great if it just showed "bank feed form uploaded and being processed" or something
11 votes -
Customer Statement - Filters in statements page and option to exclude customers
The ability to mark customers to exclude from sending statements, or add more filters ( including customer groups) in statements page, which will help to find correct group of clients to send statements. This will simplify collections process.
12 votes -
Xero Accounting app - Save a Quote as a PDF
Hi, it would be good of we could save a quote as a pdf using the mobile app instead of having to login to the desktop version to do it.
4 votes
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