4895 results found
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NZ Payroll - Customise Cash Summary Report
Xero Payroll Journal non-cash option for the Cash Summary
Currently all transactions from the Payroll Journal will pull through to the Cash Summary Report. The information that pulls through doesn't differentiate what has being paid from a bank account or non-cash.
Suggestion to add a functionality in Xero Payroll and exclude certain items from the Payroll Journal from automatically showing in the Cash Summary Report.
2 votes -
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 -
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 -
AU Payroll | Employee - Add multiple email addresses
Add a second email address for an employee, for their payslips to be sent too - i.e. if payslips need to be sent to an employment agency each pay run, their email address can be added and payslips automatically sent here each pay run, rather than manually downloading payslips to send outside of Xero.
27 votes -
Cash coding - Filter and Search
Filter/Search in Cash coding screen.
Please create the ability to filter or search for names or words in the cash coding screen. When you have a big catch up client with 2000 entries this would save so much time.
59 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 -
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 -
Xero Me - GPS tracking
Ideally looking for the ability for GPS tracking in the XeroMe time clock feature would be a big winner
39 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 -
Find and Recode - Search by Date Last Edited
Find and recode should be able to search a date range by who has recently edited transactions within that date range (I.e User 1 edited 3 transactions between 1/7/22 - 30/6/23 on the following dates).
I work on a file where several people attend to different parts of the bookkeeping process, so being able to see who has edited what transactions within a certain date range would be hugely helpful.
1 vote -
NZ Payroll - Process timesheets for future periods
Allow a timesheet to be created for the week ahead of the pay week. This allows employees with standard hours to enter their hours in advance. It also allows managers to run payrolls in advance if circumstances need it
13 votes -
AU Payroll - Adding the USI to the Add Employee Superannuation Membership
When adding a new employee's super fund, being able to add the fund by entering the USI number.
If that can't be done, at least show the USI next to the super fund name so we can make sure we are selecting the correct super fund.
Currently to make sure I am selecting the correct super fund in Xero when adding a new employee, to confirm the USI I need to go to my organisation, settings, payroll settings, superannuation and then, because I can't sort alphabetically or search for a fund name or USI, I basically have to add a…
45 votes -
Inventory Items: Merge items
Ability to merge inventory items.
Purpose: Users can easily merge the inventory items when they accidentally created the new same items in Xero.
85 votes -
Bank reconciliation - Apply bank rules automatically by default
Ability to automatically apply bank rules by default.
Purpose: To save time from having to manually choose to turn-on bank rules.
79 votesHeya team, with some of the exploration our team were doing we shifted this idea to Under review a few months ago. However, reassessing current priorities as many here may also be interested in our team are currently in the depths of work for enabling the ability to view more statement lines and providing search on the Reconcile screen.
While this may be something we consider developing for later down the line, it's not something we have plans for atm and we'll shift back to Submitted to continue monitoring the interest here. Thanks
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Report - Contacts not used within a time period e.g 12 months
A report to run to identify suppliers and customers that have not used in the last 12 months, so we can archive some contacts.
12 votesNot a capture all but maybe a step in the right direction for now that could help, Maureen - Smart Lists could help you get a view of the customers that you've not sold items to recently.
You could run a New Smart List to view Any customers who have Not Purchased Any items In the last year - Find out more on Smart lists here.
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Spend Money - Add multiple lines
Would be good to have in Spend Money option to insert multiple lines like in Bills & Invoices
4 votes -
Reporting - Tick box to hide account codes when publishing
There is no functionality in Xero to 'Hide account codes on all pages' as we have "Hide decimals on all pages'.
Can we have this functionality - at present we need to check each page before publishing to ensure that there are no account codes showing.
3 votes
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