441 results found
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Xero Me (AU) - Remove rejected leave items from view
Remove rejected leave items from view. As currently they are front an center even if related to a historic time for all employee when in desktop version of Xero Me.
14 votesHey all, 👋 thanks for your support on this idea and sorry for the late update. I’m popping in to switch it across to delivered for our AU users!
Just before the end of the year, we rolled out the option for employees to archive their rejected leave requests in Xero Me web.
Thanks again for your feedback 😊For voters from other regions, if this is still something you’d like to see feel free to make a copy of this idea and pop the region in brackets.
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Bank Account | Imported statement balance - Ability to edit
In the case of no transaction in a bank account, we can't import a blank CSV and so the statement balance date stays the date of the last import transaction.
I wish that we could modify the statement balance date to today's date even if no transaction occurred since the last import.
12 votesHi team, back again to confirm that this has now been rolled out to all regions.
As note in my last update the new Bank Reconciliation Summary report now gives you the ability to enter a Bank statement ending balance.
If you don't have an imported statement balance or the imported statement balance doesn't match your actual bank statement you can enter an amount and Xero will calculate the balance out by based on your input.
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GST return - Include number of transactions in the GST Audit report
Item Count for Purchases , Income and No GST Transaction seperately and then total on end as it Count it as item number already.
1 voteHi Guramit 👋 The new New Zealand GST experience is now available to everyone. As noted previously, the Transactions tab now shows the number of transactions in each section displayed on screen. 😁
Thanks for sharing where you'd like to see change in Xero.
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Report - Show Opening & Closing Balance, Total Debit & Credit for All Accounts in Columns
To have a report that can check the information of opening balance, total debit, total credit, and closing balance during the date range for the all the accounts in columns.
1 voteThe Account transactions report in Xero can give you the information you're asking here, Jiin Chiang.
If you don't want to see all the account detail you could 'Summarise by Account'
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Invoices in other currencies - Compliance with HMRC's guidance (for UK businesses)
HMRC's guidance on invoices in currencies other than GBP, found at https://www.gov.uk/guidance/foreign-currency-transactions-vat-and-tour-operators lists specific requirements that need to be met when creating an invoice in a currency other than GBP, namely:
1. "the total net value of goods and services at each VAT rate" needs to be shown in GBP (as well as in the foreign currency)"
2. "the amount of VAT, if any, at each rate" needs to be shown in GBP (as well as in the foreign currency)"
3. the currency conversion for VAT purposes needs to be calculated in one of the following two ways:
- "UK…3 votesHi all, apologies we've not responded here before now. Checking in with our team on this our current invoice templates do accommodate what's needed here.
With the standard invoice template you can select to 'Show currency conversion as' 'Net amounts with tax totals', which display a currency conversion table with the net amounts and tax grouped by tax rates or tax components. A base currency equivalent is also included. You can see more information on displaying currency conversion on Xero Central.
We also provide a highly customisable DOCX invoice template that can be used to provide more detail if you choose.
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Quotes - View all outstanding/back order items for all of a customer's quotes
When entering a quotation, is it at all possible to do a selection per customer so that we can print out a "back order"list from the quotation. This will enable us to see the customer's name and description for all outstanding orders. Then we dont have to go into each and every quote seperately?
1 voteHi Elize, returning to your idea here I wanted to highlight the Receivable Invoice Detail report where we have common formats for All quotes detail or Outstanding quotes detail. You could run these report with a filter for the specific contact you're wanting to see this information for. 😊
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Analytics Plus - Fortnightly expense predictions in short-term cashflow
The short-term cash flow projection should allow 2 weekly/fortnightly expense predictions (instead of just weekly and monthly predictions). The current absence of this feature currently results in incorrect cashflow forecasts (e.g. we pay wages every two weeks, so the timing of our wages prediction is always incorrect).
2 votesThanks for your feedback, it's good to hear how you're using short term cashflows.
Predictions within Short-term cash flows should be generated for recurring amounts based on the last 3 months.
Our tool looks for weekly, fortnightly and monthly payments - the dates, amounts and contact have to be fairly consistent each time for a prediction to be generated.
If you do find you're not seeing predictions you'd expect to appear for fortnightly payments do raise a case with our team of specialists so we can take a deeper dive into why this may not be showing in Short-term cash flows. Thanks
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Reconciliation - Edit imported bank statement CSV directly in Xero
For manual reconciling, the bank statement file can be generated using a CSV template and requires inputting details like the Date, Description, and Reference. However, users, especially those with high monthly transactions, may want to change/edit the descriptions after the file has been uploaded and reconciled.
Currently, to do so, the bank statement needs to be deleted and re-uploaded, which means unreconciling previously reconciled items and repeating the entire process. If there are many to be amended, this process may need to be repeated multiple times. It would be beneficial if we could directly edit the contents of the bank…3 votesHi team, with the new Bank Reconciliation report you can now enter a Bank statement ending balance.
This means, if you don't have an imported statement balance or this doesn't match your actual bank statement balance you can enter the balance yourself, update the report and Xero will show the Calculated balance out by amount.
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Navigation bar - Ability to bookmark most used features
Have a ribbon/menu across the top of the screen with the ability to pin a “button” that links to your most frequently used windows - eg bills to pay drafts window , or the reconcile window of the most used bank feed, or a report you run daily
1 voteHi Kristen, touching back on your idea here there are many shortcuts that enable you to navigate to the features you use most. See all the shortcuts available from Xero Central. You'll also find for Bills to pay particularly we've added the ability to set a default view 😊
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UK Payroll - Ability to add note on an individual employee payslip
Payslip Notes - ability to write a note on an individual employee payslip not just one generic note for everyone.
8 votesThanks for the community help on the idea here.
As shared messages can be added to either all staff payslips or individual employee's pay slips.
From within the draft pay run, next to the employee name, click the Memo button + to add a personal message on the employee's payslip. 😊
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Inventory - Import more than > 1000 items at a time
Need to be able to add way more than 1000 codes at a time
21 votesHi team, we have now released an update to the import of items so you can now import up to 6000 items in one go! 🎉
Thanks for sharing your interest in this with us, here. 🙂
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Invoices/Bills - Additional options/filters when viewing invoices/bills
- There should be an option so that we can arrange bills/invoices according to suppliers /customers when processing bills/invoices just like in dext .And next option should be included in both archive and during processing bills/invoices.
- Split and merge option should be included when processing bills/invoices. 3 There should be a filter for credit note, overpayment and prepayment in archive invoices.
1 voteHi Uzair, a few ideas shared in the one post here. It's really best if we can keep each idea separate so we can gather interest in each and keep you updated of change to the product that might resolve what's being asked.
In relation to your post here we have a couple of existing ideas you may also like to add your vote for and follow for any updates.
- Bills to pay - Filters to apply when editing bills (e.g Approve & view next)
- Bills - Merge multiple bills from one supplier
In relation to invoices, you'll find when approving invoices you can Approve and view next or Approve and add another.
From the draft tab in invoices you can also select multiple invoice and use the Copy to option to create one invoice from a collection of invoices which might help when looking to merge. This way once…
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Contacts - View accepted Quotes
When you view a contact, you are able to see outstanding invoices and quotations from this contact. But it will be helpful to see quotations that have been accepted by this contact to make invoicing easier.
3 votesHi community, as shared in my last update you can view both draft and accepted quotes from the Activity on a Contacts record.
I've attached an example I created in the demo co. 🙂
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NZ GST: Widen the GST Audit report
Widen the display of the GST Audit report. When viewing the GST return I also check the GST audit report. When viewing the GST audit report I cannot see the date on the left side without scrolling to the bottom and using the scroll bar to move the report from side to side. It will not show all the columns at once.
6 votesHi everyone, our new New Zealand GST experience is now available to all users.
As noted in my last update there is no longer a GST audit report. The transactions tab provides options to toggle different columns on or off.
The new experience also auto scales the page to fit information in one screen, so no more need to scroll. Thanks for all your feedback and contributing to the idea here.
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Invoices - VAT/GST/Sales Tax number on customer invoice preview
To show the customer's VAT/GST/Sales Tax number on the preview version of the customer's invoice, instead of having to download the PDF to check if it is there (after loading it via Xero Contact).
1 voteHi Kyle, the product team have been working on improving this area and have released a new invoice preview for the PDF. This will display any details you have included in the selected invoice template, so should display the customer's VAT/GST/Sales Tax number if you've included that. We hope this helps!
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Xero Me: Hide personal leave balance when requesting leave
In Xero we have the ability not to show the personal leave balance on payslips. But this is made redundant where the employee can apply for leave on the Xero Me app and see their personal leave balance there instead.
For consistency, there should be an option to not show the available personal leave balances when employees are applying for leave - either on the Xero Me app or if on the web browser.
8 votesHi Cassandra, sorry we've not responded here sooner. You should now find when a leave balance is hidden on payslips, it's also hidden in Xero Me 'Leave Balances'
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Files - Move the Upload File option to the top of the page
Please add the upload files / upload from library feature to the top of the list, I add my statements to my suppliers each month and have to scroll all the way down through years of documents to get to the upload feature.
1 voteHey! This function has changed and the 'Upload file' button is now toward the top of the screen 🥳
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AU Payroll: Define default leave types
Currently under employees leave tab you can assign default leave types, but you can't define what the default leave types are.
Perhaps there is a simple checkbox for leave items in the payroll settings that allows you to choose.
Currently I have 4 leave types set as default, when I only really need two.6 votesHi everyone, I'm changing this idea to Delivered! 🥳
Leave types can be defined as default when a value in the 'Normal Entitlement' field in Payroll settings is entered.
To remove this leave type from being added each time a new employee is entered, you can:
- Click into Payroll, then select Payroll settings
- Click Pay Items tab, then Leave
- Click on a Leave Type that you'd like to remove as a Default Leave Type
- Remove the number of units the employee is entitled to each year under 'Normal Entitlement'
- Click Save
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Report Settings - Option to set defaults for cover page & content page
for blue xero, we have to continually tick COVER PAGE, CONTENT PAGE, and other functions. Please allow us to set a permanent setting so we can generate the reports more quickly
4 votesHi team, while not completely obvious this is already possible from Xero HQ.
In Xero HQ, when opening a report template there is an Options button which contains Publishing defaults where you can choose to automatically include or exclude Contents page and Cover page.
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Short Term Cashflow - Include repeat transactions
Short Term Cashflow Tool Improvements:
- Able to add recurring money in money out entries
- Able to print Graph and money in/out list to PDF
- Able to review past transactions (old dates)12 votesHey community - the team have been working on the ability to include repeating transactions in Short-term cash flow, and I'm happy to announce that it's being released today 🎉
Since this idea was updated to reflect the first point in the description, I'm switching it over to delivered.
As mentioned in our last update, if you're interested in print/export functionality for Xero Analytics Plus you can add your vote to the idea here
I can’t see any other ideas about the ability to review past transactions but can confirm that's not currently planned. If it’s still important to you feel free to start a new idea for it.
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