4183 results found
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Xero dashboard - Ledger Only Client dashboard
For Ledger only clients, who dont need or use the dashboard, there should be an option on the dashboard edit to identify the client as a "Ledger Only Client".
2 votes -
Xero Accounting app | Files - create new folder
Please help us to create folders with an iPhones to upload our bills, statements, etc for our monthly uploads. Thank you.
4 votes -
Receivable Invoice Summary - Date range 'Any' option
Previously, in old "Customer Invoice Report" there was a feature under "Dates" where we could select "ANY" which allowed Invoices created outside of your selected date range to be included in your report.
This seems to be no longer available in the new "Receivable Invoice Report" and any invoices created outside of your selected date range (but paid within that date range) won't show up on the report.
You can expand your date range but this has potential to re-list paid invoices from previous reports.
Can "ANY' be added as an option to Dates as it was in previous version?5 votes -
AU Payroll - Display specific employee details in a draft payslip
Display employee information such as Employment Basis, Employee Group etc next to the employees name when in a draft payslip.
2 votes -
Reconciliation - Send notification when transactions are waiting for reconciliation
For smaller companies, it would be helpful to have the option to receive a notification by email or text when there are bank transactions to be reconciled.
In larger companies, it's a daily routine to do the bank rec of course but not so in smaller companies so a notification would be very handy!5 votes -
Bank reconciliation - Automated Reconciliation Using Client Account Number
Xero should automatically recognise a Xero client account number in any bank transfer and allocate those funds to existing invoices in that client's account. This should either just occur automatically when a client payment matches the total on their statement, or alternatively, any payment should simply be allocated to the client's oldest invoices.
Currently, when customers pay us for invoices that we have sent them, we search for their name in the “Match” function during the bank feed reconciliation. We then select the invoice(s) that match each payment and reconcile these.
There are two major problems with this workflow:
We…
5 votes -
Reports - Keep negative accounts under the same category on balance sheet
I've noticed when an account gets a negative balance (such as an asset) that the balance sheet moves it to liabilities. I also noticed that, although I put "Other Income" at the end of the account list (with a account number of 7000) it still shows up in the income section. Proper accounting reports show "Other Income" and "Other Expense" at the bottom of the balance sheet. Additionally, if an asset account gets a negative balance for some reason it should NOT be moved to liabilities. Please fix this.
Thank you
4 votes -
Reporting - Report on number of hours billed
We are wanting a report to show the labour hours billed for a given period also the average hourly rate billed for the same period.
1 vote -
Invoice Discount Column - Show it on copied-to Bills
We like the discount column on Customer Invoices.
We love being able to copy Customer Invoices to Bills.But what happens to the discount when we copy a customer invoice to a supplier bill? It appears in the total but it doesn't appear anywhere on the bill and it's impossible to edit or remove unless the entire discounted item is removed and added.
I've spent many confused hours wondering why the bill doesn't add up.
Even a flag to state that there is a hidden discount would be an improvement.
11 votesAppreciate the detail and how this impacts your flow, Robert.
It'd be good to get some more understanding of the scenarios in which you're finding you often need to copy an invoice to a bill - Welcome any feedback on this to share back with the team too.
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AU Payroll - History of leave requests
REQUESTING LEAVE
Firstly, when an employee is submitting a leave application, they are unable to adjust the number of hours they are taking when submitting this leave when the leave period is for more than one day. This is problematic for part-time employees that may work different hours on different days of their working week.
RECORD/HISTORY OF LEAVE REQUESTS
Also, employees used to be able to see the number of hours taken but this is no longer the case - why is this?
LEAVE APPROVER ACCESS
And finally, my client has multiple entities that use Xero for payroll processing however…39 votesHi everyone, appreciate we haven't engaged directly in this idea sooner and reading through the detail of the original post here we do want to break this down a little to provide more clarity.
It's correct that currently it's not possible to enter a number of hours leave if the request spans more than a day. We have another idea that's gathering support around this and we'd urge those interested in this to join.
Similarly, we have another idea based around the permission to approve or decline leave request and provide read-only access to Payroll reports that you can support, here.
Understanding the importance around being able to see history of events in payroll, you may have noticed we've rolled out payroll history to the employee record-level and most recently you can now see a history of user activity in the Organisation, Calendars, Pay Items, Superannuation & STP Settings…
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Invoicing - Ability to copy multiple invoices without merging
A great new function in xero would be to copy several invoices to another client without merging them together. So that direct debits can be taken of varying amounts each month.
2 votes -
Repeating invoices - Create packing slip from template
There is currently no option to print a packing slip from repeating invoices options.
We need to be able to print a packing slip at the start of a hire before any invoice has been raised.9 votes -
Reports | Statement of Cashflows - add budget column
Can we please add a budget column to the statement of cash flows report. I find this report (once customised to reveal all account codes) very useful for showcasing cash received vs spend on taxes, assets, liabilities and business expenses. To be able to set a budget in the budget manager for cash flow will save hours preparing manual cash flow forecasts outside of xero.
27 votes -
Expense Claims - Edit once approved
Ability to edit expense code and tracking code after approval and payment.
This is to make up for there being no data validation capability for coding.
The workaround is to run the Account Transactions report and run 'query tests' in Excel.
Once the errors are found, you go back and edit the transactions for missing tracking codes, etc.
With Expenses there is no ability to subsequently edit the transaction, though whihc measn you need to create journals which is inefficient and hard to audit.9 votes -
Customer Support - More direct way to get help
The contact details / help required for Xero NOT our contact details should be on the first page. It should not be up to us the client to have to read through various lists of things. We should have the ability to immediately send an e-mail or in some circumstances be able to speak with a human being straight away.
A lot of times a two minute phone call will sort something out that takes several e-mails back and forth and this means a lot of wasted time.6 votes -
Projects - Filter Report by Manager
Be able to filter the project reports by project manager - ie who you have assigned it to
10 votes -
Permission - Ability to choose either or both Sales, PO, quotes and Invoice for Invoice Only user
Invoice only user role that allows you to pick and choose either or both Sales and Purchase orders. quotes and invoices. At the moment you can only have Sales or Purchase IO otherwise you have to make standard user which is not helpful.
43 votes -
Check Register: Add leading and trailing asterisks to amount fields
Improve security of printed checks by adding leading and trailing asterisks to amount fields.
Example $150.99***** and one-hundred fifty and 99/100****** dollars
Makes alteration of amounts more difficult.
7 votes -
Dashboard - Ability to change the columns from the standard two to three or four
Dashboard - Ability to change the columns from the standard two to three or four.
This would give me more flexibility to see all the data in one place without having to scroll down to see all our accounts.
32 votes -
UK Payroll - Reducible balance on employee loan items
Employee loans and advances should have the ability to add the gross amount starting date deduction amount this should then be reduced by each payment so the amount still owe can be seen at any time.
8 votes
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