4901 results found
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Run IAS without GST accounting method
Currently there’s no functionality in Xero to run an IAS without the GST Accounting Method set up.
Suggest a feature request that allows you to prepare the activity statement regardless of the entity being registered for GST or not.2 votes -
Invoicing - Ability for customers to update their email addresses
It's not possible for customers to update their own email address eg if we send an invoice or statement to an old email address and they want to change it. Would be good if customer could update it and we just verify it. Or some kind of automated form they get to speed updating it.
5 votesAppreciate how enabling your customers to update their own contact information would be helpful and save steps to keep accurate information and interact with your customers.
We don't have any direct plans around this atm, however we'll continue to track the interest this idea builds through the community and share if there are any updates.
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US - W8 Requests for 1042 reporting
Dear Community,
as we now have the W9 Request Feature with the 1099 Reporting, I would please request the same for the W8 Series for the 1042 Reporting. I know the forms are much more complex, but I experience that clients, even though reminded about the importance of gathering the W8s. Many completely disregard the Withholding requirement w/o the form.
Please let me know what you think.
Regards,
Sebastian
2 votes -
UK Payroll - Allocate Employers NIC cost to more than one account
A number of my client are service businesses and as such all of the payroll costs should be posted either to a Cost of Sale account for Operational staff or Overhead for support staff. I can achieve this for all costs except for Employer NIC cost, which has to be manually moved. It would be beneficial if the NIC could go to an NIC GL dependent upon the type of basic pay chosen.
3 votes -
UK Payroll - Search bar for finding employees in a pay run
I think it would be really helpful to put a search bar for employees in a pay run. It's really time consuming to scroll down list of employees especially if you have lots of them. It's under employee dropdown. Thanks!
4 votes -
Dashboard - Ability to add sticky notes/notes
To have notes in the Xero Dashboard.
Purpose: Users within the Xero org can leave the notes and easily remind one another.
166 votes -
UK Payroll - Seperate PAYE within Payroll to support Tronc
In UK hospitality, Tronc (tips) systems require a different PAYE to your normal payroll. It would be very useful if Xero could accommodate more than one Payroll, including PAYE reference and employees could have a job with each.
A pay run should be able to be created with each PAYE separately, and each would have its own coding to the balance sheet. e.g. Net Wages, and Net Wages Tronc are different numbers in COA.
As things stand I've had to create a second company, paying for a payroll which does not integrate into our main company in any way so…
6 votes -
Reconciliation - show the full statement line
The most important information in the statement line is usually at the end of it, the bit that is always hidden. I've been asking for this since 2019. Its a bit frustrating to see that the statement lines in the Reconciliation tab are now showing some kind of machine-generated guess about what the purchase is, when people have been asking for ages for the full statement line to be shown. Can anyone explain why Xero is so reluctant to do this simple thing?
29 votes -
Xero to Xero - Share invoice reference number
Please add the invoice reference field when sending an invoice from Xero to Xero via a network key.
4 votes -
Profit & Loss report - Show columns for all tracking options (incl. ones with nil balances)
For the new format of the Profit and loss report, only show the tracking categories that actually have a balance. Therefore do not show with nil balance.
Currently have to adjust the report to remove the relevant columns which is time & $.The old version did this automatically!
69 votesThanks for your feedback on this idea, community. We appreciate you sharing how important consistent Profit & Loss formatting is for your workflows.
As noted by some, currently you can export the report to Excel in order to make adjustments outside Xero as needed.
To confirm, currently, if a tracking option doesn't have transactions in the period, there won't be a column for that option and there isn’t a way to show it on the report.
Being open, we don’t have any plans for changing the current behaviour and capabilities of tracking columns within the Profit & Loss report. We value your feedback and will keep this in mind as we evaluate future reporting enhancements.
That said, there are a few comments within the thread that reference the ability to show accounts that have a nil balance - Earlier this year we released an option within multiple reports to enable…
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Contacts - Add fields for Primary/Secondary/Other contacts
PRIMARY & SECONDARY/OTHER CONTACTS
Thanks Grace - it would be great rather than editing and reentering information if there was a field titled "Primary Contact" and Secondary Contact for eg where we could just update that field using a drop-down box as opposed to re-entering customer information. It would definitely save a lot of time. Maybe something to add in the future?
PROCESS
I wanted to confirm that if I follow your instructions where I have 2 parties for eg Primary Contact = Grace Wife and other contact = Tom = Grace's Husband. If I wanted to make Tom =…6 votes -
Projects - Allocate recurring bills to a project on set up
Allocation to Projects
Can a feature please be added where a recurring bill is allocated to a project on set up? At present this can only be done manually after the recurring transaction has been created. We have over 100 recurring bills per month where we'll have to do this manually month-on-month in perpetuity.
9 votes -
Invoice - Ability to have recall/undo sent invoices
It would be a huge benefit to be able to recall an email (with invoice attached) sent in error to the wrong client.
An invoice has now gone to the wrong client and my manager will now have to have an embarrassing conversation with the competitor, due to my mistake.
71 votes -
Tax Component Calculation - Xero should be calculating the sum of each tax component rounded for each line item.
Xero calculates tax per line based on the total tax value of all components then rounds this figure. It is later split between tax components.
Xero should be calculating the sum of each tax component rounded for each line item.
Image attached shows how Xero calculates a different value for two equal tax components due to this simplistic method it is using to calculate tax. What is the point in having the ability to set multiple tax components if this is not taken into consideration when calculating the total tax value per item.
2 tax rates, both set at 9%…
4 votes -
AU Payroll - View Pay Run per Employee
It would be great if there is a way to quickly view all the pay runs for a specific employee, without the need to go through 'Pay employees' under the 'Payroll' section and opening every pay run individually.
2 votes -
Account transaction report | Grouping - Ability to show opening & closing balances
Reporting - Account Transactions - Group by Contact Group - Aged Receivable Transactions
When I run the Account Transactions new report with Grouping as Contact Group, the option to add opening and closing balances is blocked. Is it possible to enable this so that we can use the report in lieu of a monthly activity statement for the Group.
20 votes -
Payments - Future dated remittance
Be able to send a remittance for a future payment. Currently you can only send remittances a day after the payment has been made when the bank feed has been updated. We have suppliers who wont process our payments without a remittance meaning we run the risk of our account being stopped or alternatively we have to generate a remittance using word which is just duplicating work.
You should be able to generate a remittance for any payment set up and not have to wait 24 hours after the payment is released form the bank account.
15 votes -
Checks - Bulk upload check
Bulk upload of check data into registers for printing using excel or third party. Not the same as paying via check bill payment.
5 votes -
Send invoice - Drop down to select email address
I normally send invoices to the main accounts email address and the person who actually ordered the service to let them know work is completed and invoiced. This was well supported in classic invoicing with a drop down list of the previous 6 invoices enabling to easily pick the appropriate person who ordered. This feature is not available in new invoicing and it is time consuming to search email address of the ordering person and copy to new invoice email, if this feature can be reinstated will be appreciated!
13 votes -
Invoices - Permanently delete invoices.
Ability to delete invoices permanently in Xero.
Purpose: To make the lists of invoices looks cleaner, as the voided invoices will not be listed there. Especially for the ones that’s created accidentally.
181 votes
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