4709 results found
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AU Payroll - Choose email address to deliver payslips
The ability to choose an email address which employees payslips are emailed from: eg payroll@...... Not personal email address
12 votes -
Dashboard - Add a privacy button
Please provide a privacy button on dashboard that can be toggled on / off
Quickbooks does this, why can’t Xero?
1 vote -
Branding - Feature to create CIS templates with company logo
It would be great if there was a function to add a template including a business logo for the monthly subcontractor CIS payment certificates - like the invoicing templates.
9 votes -
Sales report - By contact location
It's unfathomable to me that it is not possible to do something as simple as output sales by state or by province or by country or by city. These are discreet fields in Xero and we ought to be able to filter a sales or P&L report to just include sales for some regions or to summarize by state or country. Right now all I can do is export all transactions and run everything through excel, which is not the way this should work. Thanks.
32 votesHi team, while not a fully fledged report you may find Smart Lists within a contact useful at present.
From Contacts you can set up and get a list of customers that meet certain rules that you've set up - such as 'Location' is and setting this to one or more locations your customers are based.
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Navigation - Update the user interface
Not a major one but I feel the whole online site needs a facelift.
Information is not given in an easy to process way and this can make navigating the program more complicated than it seems to be.I recently transferred over from MYOB and where I feel the general program of Xero is better for ease of reconciling etc. some tasks can feel super overcomplicated and difficult to carry out due to poor layout and outdated visuals. This is something MYOB seem to have done well, Xero seems clunky and outdated in comparison, whilst having all the programming and…
3 votes -
Bills - Don't change the Description when editing the Item column on lines
When editing a bill, say the item column it removes the data that is on that line. Can this be avoided?
2 votesHi Robert, coming back across your idea here I want to be open that we don't have any plans for this. The Item field is driven by your inventory products and services, which is why it auto description and other fields with the contents saved for that item. If you have pre-filled the description column and need to change the item we'd recommend copying this so once you update the items you can paste your text back in the description column.
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Hubdoc - Bulk Configuration Extract
Bulk Configuration Extract from Hubdoc
The missing feature in Hubdoc as dealing with large volumes of clients becomes hard especially when we need to check settings for contacts individually
5 votes -
Invoicing | History - Show detail of action made
With the currect feature History and note report we are able to see which invoice for example has been edited - change name of invoice - reconciled etc. However we would like to have a more detailed view, for example if an invoice is booked in USD and someone will change the currency in EUR we are not able to see this change , we can see only that the invoice is edited by X person but we are not able to see the change. How can we have this feature?
25 votesHi everyone, while we still have more changes planned in this space I wanted to fill you in on the more recent changes in this space.
We have now added the ability to view the email an invoice was sent to in history, as well as adding timestamps for more insight into when an event was made.
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Sales Overview - Add column with invoice line details
add column in invoice overview. Hi, I was wondering if I can add a column in the program in invoices overview. When I used sage 50 account before, I could see a list of invoices and first few lines of what the include. Now when I go to a customer and would like to check how much I charged for particular job and I don't know when it was done, I need to open each individual invoice to see description. My invoices usually include one to three lines and would be very helpful to see in one of the column…
4 votes -
Contacts - Add screen scroll bar to allow better view when minimised
It would be good for the lower scroll bar to display when a screen is minimised (in contacts). Currently, if you minimise the screen (as I do when I am comparing entries in another external on-line tab, for example, with my HMRC account, or my on-line bank account) you can only see the left of the minimised screen. The information does not compact into a full but smaller screen, neither is there a scroll button to scroll the information to the right. So if I want to look at the amounts of a customer etc, the screen has to be…
3 votes -
History & notes - edit a note
Ability to edit a note that you have entered
6 votes -
Xero Analytics Plus | STCF - Options to export
Even though the above feature in XERO has great potential for add on value services to clients, example, 90 days cash flow projections, I am very surprised that no one asked, why cant we produce a report in PDF or Excel??? Isn't this an essential part of a report?
76 votes -
UK Payroll - Link payroll journal to pay run
I think it would be a good idea to facilitate the location of payroll reports. Please could you create a link to payroll journals within the payroll "journal reports".
Secondly, it would very useful to be able to amend a payroll journal report, if needed.5 votes -
UK Payroll - True Potential Pension - Workplace pension filing CSV download
We would like to suggest an enhancement to the Xero payroll software that could significantly improve its functionality for our company.
Currently, Xero offers download options for various pension providers, but we've noticed that True Potential is not among them.
We propose the addition of a CSV download option specifically for the True Potential pension provider.
Given that Xero already possesses the necessary data, incorporating this feature would eliminate the need for manual data entry and formatting, reducing the risk of errors and saving valuable time.
Benefits of this enhancement:
Accuracy: Automated data transfer minimizes the potential for mistakes during…
6 votes -
BAS (AU) - Monthly PAYG Income tax instalment
Xero doesn't currently have the option for reporting PAYG Income Tax Instalment on a monthly basis. Could Xero look into providing this option in the monthly BAS Activity Statement reporting.
65 votesAppreciate your input here, everyone. Our team has looked into this idea to better understand the needs and complexities involved, however they don't have any concrete plans for it just yet.
Rest assured that our eyes are on the ground monitoring your feedback and votes here, so please keep adding them in this thread. For the time being, I’ll move this idea into ‘Under review’ status. And if there's any movement, we'll make sure to come back here and let you all know.
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Contact defaults - Option to default to eInvoicing
would make sense to be able to tick a button for the specific client you know is registered and therefore it is sent an einvoice by default
14 votes -
Xero Subscriptions - Split PDF invoices by client (not subscription type)
It would be great if Xero can change the PDF format of partner monthly subscription invoices by customer rather than subscription type.
This way the PDF can be forwarded to our Xero Blue practice file as a draft bill and hopefully the AI will extract each customer subscription as a separate line item within the bill so we an easily assign each line as an expense to each individual client.
Then the billable expenses will come through correctly when we raise sales invoices in XPM that integrate with our Xero Blue practice file as a draft invoice.
Currently only the…
23 votes -
AU Payroll - Custom Fields for Payroll Items
Custom Fields for Payroll Items - eg Item is included in Payroll Tax or Workcover remuneration or CoInvest reporting
9 votesHey Jen, thanks for submitting your idea!
Just checking if you're referring to Custom Pay Items, which are already available in Xero Payroll.
If not, could you let us know some examples of custom fields you require, that aren't already available in Xero Payroll?
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AU Payroll - Bulk update Pay Items
Pay items bulk upload
can we please have a way of updating pay items in bulk
when items are imported via a different pay system the W1 area is not updated
and to do 100 items takes so much time as they have to be one indivually.
other items can be exported, updated and then imported back7 votes -
Organisation Settings - Display more than 5 organizations from change organisation drop down list
When a person has more than 5 organizations in their portfolio the 'Change of Organization' drop down list only shows the most recent 5 used. It would be helpful if ALL your organizations showed on screen to choose from. Or of course, having the option to reduce to the 5 normal.
62 votes
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