4582 results found
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Bills - Show bank details in Bills to Pay screen
It would be good to be able to see the bank account details (BSB and Account number) on the new bill screen when entering invoices to be paid. By having the contacts bank details on the entry screen you can easily check that the bank details in Xero match what is on the invoice. This would save time of having to go and open the contact to check that the details match - not to mention save time of having to download the invoice so you can view it while checking against the contact. Being able to look at the…
24 votes -
AU Payroll - Merge duplicate employees
Employee - Merge Function
I cannot believe that there is no merge function for duplicated employees. Most payroll systems have this function. The error occurred between integration with time and attendance software and Xero.
7 votes -
Sales Invoices - Edit the Unit Price and Quantity of a paid/part-paid invoice
Ability to edit the unit price and quantity of both paid and part-paid invoice.
Purpose: Users can easily change the unit price and quantity, especially when their customers often ask for these changes.
38 votes -
Reporting - Switch layout between left-right and right-left
When you download a P&L / BS report (whether old or new templates), and include comparative periods, there should be an option to choose left to right, or right to left. If i have downloading for Jul-22, with 12 months of comparatives, i want the oldest month to be on the left, and Jul-22 to be all the way to the right. That is typically how all excel financial models are built, and the basis of these models is historical financials.
17 votes -
AU Payroll - FTE report
A report which calculates the staff FTE based on number of hours each staff member works each week/38
16 votes -
AU Payroll - Option to not automatically approve leave requests submitted on behalf of employee
Have the ability to create a leave request on behalf of an employee without approving it as Payroll Admin, and then submit the request to the Leave Approver for that employee.
2 votes -
AU Payroll - Allow ordinary hours to reduce below 0
Xero should reduce Ordinary hours below nil when leave requests are input for the current/previous weeks if the total leave exceeds normal ordinary hours. Eg FT employee 38hrpw is off all current week on leave in addition to 7.6hrs for a day last week not previously processed. Currently, in this situation Xero will not reduce Ordinary hours below Nil and would pay the employee 45.6hours as leave. A manual adjustment is needed to reduce Ordinary hours to minus 7.6hrs to correctly pay the employee.
3 votes -
Invoice - Export invoice link
To include invoice link in column fields when exporting invoice details.
Reason: During times of audit, we will need to extract the invoices and it has to be done 1 by 1.
With this function made available, we are able to provide the links to the auditors in 1 click of a button.14 votes -
Customer Transaction Report - including payments or credits against invoice.
A report is needed that shows invoices with the payment or credit against the invoice. zThis is needed so an analysis report of the customer is available. Please note the attached file.
1 vote -
Reconciliation | Find & Match - Set a range for search
While performing a task of Bulk Income Reconciliation , I have to add Invoice one by one likewise 70123 , 70124, 70125 and so on. This is very time consuming task.
Could we have range over there so that we can directly select all and reconcile the same.6 votesHi there 👋, for the example you've provided here you could enter "701" into the search field which would search all unreconciled invoices that include this detail in the Invoice Number field.
While not a definitive range this'd enable you to focus on a group of invoices in a sequence - Would this suit for what you're after here?
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AU Payroll - Allow directors fees to be picked as an ordinary earnings rate
ATO Category pay items of Directors Fees should be able to be the Ordinary Earnings Rate for employees. Currently only the ATO category Ordinary Time Earnings can be the Ordinary Earnings rate for employees.
Whilst adding a zero Ordinary Earnings Rate solves the problem, it leaves the processing of pays open to input errors unnecessarily8 votes -
Quote report - Filter by accepted date
Accepted Quote Report
Great to see that we can now look at a report for accepted quotes but the report is not filterable by the accepted date - please can this be added to the date search for quote reports within Quotes through Receivable Invoice Details and Summary reports.
At the moment the report isn't right as you can only search by due date and created date which is no good - the accepted date needs to be a searchable date or the quote filtered by accepted quotes is useless if you ant to see what quotes have been accepted…14 votes -
AU Payroll - Support for Superstream Alternative File Format
We need to be able to export SAFF (ATO super compliant files) to Superannuation clearing houses. I am unable to upload a file as Xero is not SAFF compliant.
10 votes -
Expenses - Show payments applied to a claim
Xero does not show the correct balance due in expenses if a bill has been part paid
2 votes -
Invoice Payments - Send itemised receipts
Businesses need the ability to provide customers with itemized receipts so customers can process their insurance claims/tax deductions etc.
Xero currently does not allow this - and it is very frustrating.1 voteHey Jacquie, while there's no specific feature for this, you could create an advanced invoice template using DOCX that looks like a combined invoice/receipt. You could then switch themes when the invoice is paid, and resend the invoice. Hope this helps 👍
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Short-Term Cash Flow - Split payments on Bills
Hi
Client is wondering whether there is a way to split bills in the cash flow prediction to show half the bill being paid on this day and the remainder on another day. Currently you can tell it that we estimate to pay the bill in full on this day but can't see an option to split the bill.
Look forward to hearing from you.
Thanks
2 votes -
UK Payroll - Timesheet filter for custom date range
I pay my staff on a monthly basis, but at the moment timesheet reporting can only be done weekly. Would it be possible to add a filter to be able to look at a custom date range.
4 votes -
Xero Projects - Time tracking browser extension
I use Xero projects for freelancing and invoicing my clients and I track my time with the time tracker. For that, I need to open Xero or my app which takes time. Freshbooks had a time tracking extension which really worked great and I miss it so much. Is super easy and I can pause/ start the counter with just one click.
4 votes -
VAT - Ability to track late claims for Non-MTD filing orgs
Track late claims on VAT returns submitted in Xero but not filed direct to HMRC through MTD.
This is needed in order for VAT groups to be able to prepare returns in non-submitting companies which can then be consolidated.
The only alternative if the VAT group stays on Xero is to run journal reports and manually find late claims, in all non-submitting entities in a VAT group, which is a very manual process.
5 votes -
Chat - Insights and actions
I'd like to see a chat /conversational interface like ChatGPT where we can ask it questions like
What was our profitability last month?
Where is our biggest opportunity to cost cut?If I want to get profit to $*** with the same revenues what areas should I focus on cutting the most?
The goal here is to have conversational chat with Xero to dig through the data that's there and find action items to improve the business finances.
3 votesHi team, coming back across your idea here I wanted to share a new AI tool that we've launched that is currently in beta Just Ask Xero (JAX).
Currently JAX can automate some tasks and answer your questions ab out using Xero. We're continue to develop on JAX capabilities so you can stay up to date with what's coming next with JAX through our releases page here.
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