4185 results found
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New invoicing - Enable ability to set a dynamic invoice date based on a fixed due date
I have invoices that have a fixed due date, e.g 4th of the month, and would like invoices to be generated, and dated, a fixed number of days (e.g. 7) before this.
WHen it's not near the end of the month then setting the invoice date and the due date to be 7 days after is fine. The issue arises when the invoice dates cross a month boundary as the varying number of days in the month makes this awkward. I either need to accept a movement in the due date or set the due date to be fixed and…
1 vote -
Hubdoc - Upload additonal attachments to transactions
It would be very useful if we could upload any supporting documentation for invoices or bills as attachments in Hubdoc. At the moment, I upload the invoice in Hubdoc and then have to add any supporting documentation in Xero directly.
1 vote -
Fixed Asset - Report Customisation
I would like to see the ability to customise the Fixed Asset Schedule. Currently it defaults to alphabetical order. In order for us to display the Fixed Asset types in a more logical order we need to name the fixed assets 1- Land, 2 - Buildings etc. We cannot add page breaks either which would be appreciated. We should be able to Edit the layout as we can with the other reports.
20 votes -
UK Payroll - Automatically include bank holidays and annual leave on Timesheets
Why can't Xero make editing a timesheet easier by automatically showing bank holidays and any days off that have been entered as holiday?
If the timesheet showed bank holidays or days where time-off has been allocated in a different colour or with an asterisk by the date then checking timesheets against time-cards would be much more straight forward.
4 votes -
User - Give users access to specific invoices/quotes
We need to give specific users access to specific sales.
We have made our employee have draft only sales access, but now we cant collaborate invoices and quotes there should be an option to give users access to specific invoices & quotes, not the total sales in and out5 votes -
Reports - Add report to identify lapsed customers (include last invoice date column)
We need a report that will give us a list of lapsed customers. We as a small business need to be in touch with customers who haven't had any transactions with us for 6 months or a year. It would be great to have a feature or report where we can easily find these customers. On our old accounting system, all of our customers had a " last invoice date" column so we could easily pull a report for any of these customers who hadn't been invoiced for 6 months or more.
7 votes -
UK Payroll: Option to have regular earnings as days instead of hours
Please can we have the option in Regular earnings to have pay items that can be setup with day units and not hours so taht it shows on payslip as number of days x rate.
Thank you.
21 votes -
Credit notes - Tick box to allocate full amount
Instead of tying in the amounts, what about adding a tick box next to the value where you can select the full amount shown and only if a lesser amount is to be used then have to type in the value.
13 votes -
AU Payroll - Assign multiple tracking categories to pay items
Create the ability to allocate payroll items (eg Wages & Super) to multiple sets of tracking categories within payroll.
The only way that wages can be allocated to tracking categories is via timesheets or Journals (and only one set of tracking categories is able to be included in the timesheet).
This would be really helpful for many NFP's who require the ability to use two sets of tracking categories for all their expenses including Wages & Super (One set of tracking categories for departments and another for funding sources/grants).
98 votes -
Xero Learning - Remove sequence recall questions
I recently encountered and failed a question about user invitation, which I have used many times without problem. Quite why the learning organisation has increasingly focused on sequence recall rather than book-keeping, is something of a mystery. Good software should be intuitive where there is no need to remember the exact order of clicking presented options.
1 vote -
Xero accounting app: Download PDF invoice from mobile devices
Make an invoice pdf downloadable from a mobile device.
I get invoices from a supplier via email but it's only viewable as a PDF on a desktop, this stops me from being able to send the invoice to Dext.
1 vote -
Projects - Report on nil activity projects
Ability to report on projects that have nil activity. Currently they do not show in the Project Summary Report until activity has been entered.
8 votes -
Products and Services - Add contact column to transaction report
In the Products and services 'Transactions' page I would like add a column so I can see who I sold a particular product to without going into every invoice separately.
5 votes -
Budget - Ability to lock a budget
If budgets could be locked once approved and also history of any changes made. This would be very helpful.
2 votes -
Xero Tax - Accreditation for tax authorities in Portugal
Currently, it appears that Xero is not authorised by Portuguese tax authorities for use with a company in Portugal. As we run a business in the UK using Xero, it would make sense to also use the same accounting system in an authorised fashion in Portugal.
Could this be done?4 votes -
Invoice - Ability for users with Invoice Only user role to add prepayments
Users with the Sales (quoting and invoicing)/ Invoice only role to record prepayments in Xero.
14 votes -
Reports - Fix report header formatting for reports longer than 1 page
When a report runs over a single page, the header formatting does not pull through to pages 2 forward. It pulls through the report name in small writing at the top of the page and leaves a large spacing at the top of page, as the attached screenshot shows.
This product idea is to fix this bug so that either the report name header formatting pulls through to all pages within the report (preferable), or at least the empty space is removed.
For example with the accounting policies section of the accounts, we would want the data shown in the…
13 votes -
AU Payroll - Recurring payslip messages
An option to enter a recurring message on payslips.
24 votes -
Projects - To do list / check list
It would be really helpful to be able to add yes / no, to do / complete or custom field options to tasks rather than time. Not all tasks get billed for the time spent, but all tasks have to be completed. Being able to check them off would be great. IF you can then have Job / Project templates even better, as a project can be created with these already on there
3 votes -
Bills - Show GST/PST amount per tax type/name
Sales Tax lines in Suppliers bills - CAD
When a bill is posted as draft, Xero displays the sales tax based on the percentage of the tax and not the tax type/name. This makes it harder to review and compare and confirm with the supplier's invoice which always displays the federal tax (GST) and provincial tax (PST) in separate lines. It is even more problematic when there are more than one taxable portion in the same invoice (a portion GST and another portion GST/PST). It would be great to show the tax type in the draft mode too.5 votes
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