4185 results found
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Invoices - Support Pay Now with Foreign Currency
The Pay Now option is not visible on the online page of an invoice when the currency of the invoice does not match the organisation's default currency. This is especially annoying when Payment Services such as Stripe are set-up as they can easily process multiple currencies.
Moreover, as it is not (or poorly) documented that Payment Services are not usable when using a foreign currency, it just seems to be a bug. I contacted support who responded with the following:
"The Pay Now button on an invoice only shows if the currency of the invoice or payment account is the…
4 votes -
Invoicing - Assign a default Due Date and Currency per Invoice template
To allow default settings for individual invoice templates. For example rather than set a default due date or currency for ALL invoices, allow individual invoice templates to be set there own due date timeframes , ie 7 days or immediate payment terms and also the same for currency.
The more standardised we can make our templates, the less likelihood of user error.
9 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!
10 votes -
Contacts - Option to choose column to sort by
Sorting bills or invoices under contacts by bill/invoice number or date or due date or reference, etc., Previously I believe that this was possible, now the only column is date and that's pretty annoying when looking for a particular bill number, etc.,
3 votes -
Payable invoice detail report - Add Projects column
Payable invoice detail report - Add additional column for 'Project'
3 votes -
NZ Payroll - Import past earnings
When setting up new employees from another system, it would be great, if we could import the past earnings information.
9 votes -
Contact Bank Activity Graph
Reinstate the bank activity graph for contacts (clients) which used to enable us to see all bank activity for all bank accounts on the client contact page. Give us back our credit control eyes!
10 votes -
Invoices - Bulk send receipts for paid invoices
If you receive a lot of payments on the same day (20th of the months) would be useful to select the paid invoices all at once and send the receipt to all clients at the same time rather than have to open every single transaction and send the receipts individually
Alternatively could be a feature on invoices were you choose to send receipt automatically upon payment received.
23 votes -
Bills - Capture energy usage data when inputting utility bills
Capture energy usage data such as electricity kwH and gas MJ, or actual CO2 emissions when inputting utility bills. This would be beneficial for SMEs who may need to calculate carbon emissions - increasingly being asked for this by larger clients with net zero targets and/or are calculating their Scope 3 emissions.
3 votes -
AU Payroll - Option to select non reportable allowance
Could Xero start looking at a drop down box on the allowance to have one as Not Reportable (alongside the other catagories eg. Meals, Tools, Car), and to have it out for STP reporting? or another checkbox down the bottom along with the withholding tax, super, and W1 questions?
Instead of going through the long winding process of creating an ordinary earning, remove as deduction and do a reimbursement as per https://central.xero.com/s/article/Process-special-pay-items-like-living-away-from-home-allowance41 votes -
Dashboard - New updated "look" and Shortcuts to main features
I would love to see a newer updated "look" similar to what Freshbooks or Quickbooks Online has. They have a very streamlined look. I like how they have the tabs on the side that say "invoice" and "expenses" without having to go through the dropdown menus.
3 votesHi team, while not a solve for an updated 'look' of the dashboard we wanted to make sure everyone on this idea was aware of some of the shortcuts that can help you get around and create transactions from many screens.
The '+' icon next to Search in the blue banner enables you to create a range of different document types, similarly there are shortcuts that can be entered in Search from the blue navigation bar that will take you to different features such as bank accounts, the files library or reports. See more on these in our help article here.
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Inventory - Increase character limit for products description
50 characters is often insufficient to identify separate products in (particularly) technical book names or descriptions especially where there are different versions of the same book (hard/soft covers, multiple language versions)
7 votes -
Bank Transfer - Attach file/Split Transfer/Add Tracking/Amend
Bank Transfers - they are great and easy - but it would be awesome if we could just improve them in the following ways - some of these suggestions incorporates other suggestions - but thinking if you are working on improving this functionality - it would be great to do it all at once. Currently when you create a transfer from the Bank feed - you can only select a bank account and enter a reference - it would be great if you could also, add tracking code(s) on that screen too (as currently if you need to attach tracking…
22 votes -
Purchase Order - Order Confirmation/acknowledgement
To add a function where you can input order confirmations for purchase orders. To enable quick review of what PO's have & haven't been confirmed.
12 votes -
VAT excel export - Date column should default to date format
Dates should default to date format when exporting the VAT return to excel.
Currently when exporting the VAT return to excel that dates automatically default to either text or general format. This means you can't filter the dates by oldest to newest as the filter selection defaults to A-Z.
Changing the date to date format via format cells does not fix the issue. The only way I have found is to manually update the dates using the =DATEVALUE(x) formula and paste these new values over the old ones. This can be very tedious when working with a lot of late…
4 votes -
AU Payroll - Exclude team pay rates from timesheets
When you invite an employee to xero me for the purpose of submitting their timesheet, there is a drop down menu for the payrate. In this drop down, it shows 'Self' payrate (the payrate of the person submitting the time sheet) and also 'Team' payrate, a list of all the different payrates of the company. Why would you want an employee to be able to see the different payrates of the team?
This seems like a flaw in the system to me and an employee should only be able to see the payrate that applies to them.
3 votes -
Contacts - Add Sales Tax Exemption field to import/export file
Please include the Sales Tax Exemption field as a column in the Contact csv template/import.
The new auto tax feature appears to utilize this field, and having to go to each contact through Xero, one at a time, to edit and update this field is very time consuming. Too many clicks to update a field for every customer contact a client has.
Tax affects all customers. It would be beneficial when rolling out new features such as this to consider what needs to be done to make such a feature truly work and be efficient. The ability to do mass…
3 votes -
History & Notes - Include deleted statement lines in the History and Notes report
Under Advanced, History and Notes; add a option to view who deleted statement lines.
7 votes -
Report - Produce Dividend vouchers in Xero
Dear All,
i have the following suggestion. I think it would make sense to allow the production of a Dividend Voucher in Xero also by in-house accountants, rather than only by an accounting firm that is a Xero partner.
Many thanks and kind regards, Andrea
12 votes -
Reporting - Allow Memo Accounts for non-financial information
We would like to be able to capture non-financial (eg head count) and statistical numbers (eg Order Book) in Xero and add it into Xero reports alongside the existing financial information for management reporting
Currently it seems that accounts that are added automatically appear in the Chart Of Accounts.
Could another Account Type be created that allows memo accounts to be created outside the CoA?4 votes
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