4656 results found
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User Access: Payroll - Payroll admin access only
Ability to give payroll admins only permission to staff.
Purpose: To make the staff have fully access to Payroll but not other parts of Xero.
30 votes -
AU Payroll - Set payroll deduction limit
We really need to be able to set a limit, be it based on number of instances or a dollar amount. Having to do it maunally at present is very problematic when you have a large payroll.
1 vote -
Reporting - By Contact Group
Cost analysis by group type, e.g. we have a group for DD suppliers. It would be useful to analyse how much we spend by group over a set period. We are looking at setting up other groups soon so this would be very helpful.
8 votesThanks for your idea here, Kerry. Can I ask if there's a speciufic report you'd like to be able to run by Contact group?
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Purchase Order - Edit default .pdf name
Allows the option to edit the file name of PDF upon creation for Custom Purchase Order Templates.
Purpose: provides further customisation and automation of Purchase Order templates.
4 votes -
Unallocated Credit, Prepayment and Overpayment Report
There needs to be a better report just for unallocated Prepayments, Credits and Overpayments.
I find the Receivable Invoice Summary isn't wait I'm looking for.
3 votesAppreciate noting that the Receivable Invoice Summary isn't what you're after. However can you give a bit of detail of what's missing or showing differently in this report to what you'd like to see, Shannon?
If it is the time saving of having to format the report each time, once you have it set up you can save the report as Customer and rename it so you can easily access and run the report filtered by only these source items any time.
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Expense Claims: Ability to add notes
Xero should add "Add Note" to Expense Claim just like we have it on Bills to pay. This would be helpful for requesters to provide additional information or make comment on their payment requests. Thank you.
9 votes -
Budget variance - Ability to show net and gross figures
To be able to run the budget variance to show either net or gross actuals and not just net as our imported budget is gross so the variance is always incorrect.
4 votes -
Invoicing - View invoice references when allocating credit notes
Reference column in the Allocate Credit to Invoice view.
Purpose: To save user's having to open the credit note to see what invoice to apply the credit to.
4 votes -
Statement report
Hi, It would be helpful to have following information on activity statement : Total Invoiced amount ( as on Invoice report) and all payment activities ( payment date and amount). Now we have to send two different documents for customers -Invoice report and the activity statement. Would be nice to have all required Information on one statement. Thank you!
7 votesHi Ruta, apologies for the delayed response. I can see what you mean and appreciate the example you've provided (Thanks!).
From the looks, although not an exact statement format, the Receivable Invoice Summary report would show the details you're in need of here.
Within this report you can include Net/Gross columns of the invoiced amounts and also have Payments/Credits shown in a separate column.
You'll also be able to filter the report by Contact so you could export for a single Customer if that helps too.
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Invoice - Assign a specific approver for each invoice
We have multiple people responsible for approving invoices depending on the project's PM - would it be possible to assign specific approvers for each invoice?
17 votes -
Invoicing | View outstanding bills - Simpler process to access
Title says it all, the current process requires a customer to full sign up with Xero (and be almost/forced to PAY) just to see an invoice history.
This should be accessible via a rotating link where the current "View all invoices" link is in the upper right -- or extremely simple login system that just takes an email and password.
5 votesHi Adam, understand that there can be confusion for a customer if it is their first time making use of the link and not already having a Xero account.
The need for the user to create a Xero login to access and view their outstanding invoices with you if for yours and their security in the information that can be viewed.
Appreciate you may like a simpler sign up process for them and I have slightly adjusted the title of your idea here for this. It's not something we have intentions of developing at this time, but we will get a sense of the wider interest from your idea here.
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Contact - Ability to customise contact thumbnail
Ability to add client logos in contacts. Use for thumbnails there and in Projects. Would demonstrate partnership with them when used in communications and emails.
13 votes -
Expenses - Automatically recognise and code expenses from repeat suppliers
It would be nice if expenses could learn and assign a specific account automatically to expenses from a regular supplier.
The process could be:
1) I take a photo of a receipt
2) The analyse feature reads the receipt and fills in the date, supplier and amountTHE NEW BIT:
3) Expeses realises this is a supplier I've analysed a receipt from recently and codes it to the account I coded it to last time2 votes -
Dashboard | Tax & Reporting - controlled by Subscriber/Partner
Having a Tax Reporting widget available where a Xero Partner is the subscriber rather than the file being set up on the website. This would allow accountants and bookkeepers who set up and share files with clients the ability to highlight 'important' reports we want our clients to look at on the dashboard and is also a useful shortcut for us as well
2 votes -
Dashboard - Ability to set up another users dashboard
We would like to be able to hide certain bank accounts on the dashboard so our employees who reconcile our bank accounts don't also see our payroll bank account (same with loan accounts, savings accounts etc) where the wages get paid from. I.e. the ability to edit the dashboard and 'hide' a bank account for certain employees/ Xero users. Currently as I understand, editing the dashboard is unique to the logged in user.
6 votesHi Heiko, even if you were to hide the bank account from the dashboard, if the user has permissions that enable them to access bank accounts they would be able to view this information somewhere else.
It sounds like you'd be interested in the idea across here asking for the ability to restrict access to bank accounts. Would this be correct?
If so, I'll merge to keep this feedback altogether.
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AU Payroll - Reset leave accrual on anniversary date
Set up leave so that it automatically tops up at the start of the year with a set amount.
I have an employee that has an arrangement of xhours per years to be used as they wish. At the start of each year this reverts back to the agreed hours. Any hours not taken during the previous year is cleared.7 votes -
General Ledger Detailed report - Include vat rate instead of %
It would be very useful to include on the General Ledger Detailed Report the VAT Rate instead of or as well as the VAT %. Then it would be possible to identify items that should be included in box 6 of the VAT return that have been entered with a No VAT code.
3 votes -
Reporting - Ability to view transactions including date of transactions & date created
Transactions posted after a period end affecting prior periods
Lock dates had not been set and as a result, there has been a few entries in to the last financial year.
How can I locate these entries?I have tried a transaction report, but there are no parameters that I could enter.
Ideally.Example -
Our year end is 31st August.
I would like a report that looks for transactions entered between dates 1/4/22 - 21/9/22 that have a transaction date up to 31.8.21 (last year end)In other accounting systems, you could take a unique reference number (URN) at…
10 votesHi Kellie, you might find History & notes useful for getting the insight you're after here.
Though it's not possible to filter by the transaction date - You can set a date range like you've mentioned to view activity that has occurred post your orgs year end and ability to filter by Item types so you just view the item types you're interested in.
Keen to hear if this helps.
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Invoice - Copy existing invoices with just one click
Dear Sir/ Madam,
Would it be possible to add an icone with user set up action on the top right corner of the invoice page?
I would like to have a one click button to copy existing invoice to the same client.
At the moment I need to click invoice option/ copy to/ and copy to do this.Best regards,
Taisiya1 vote -
Bills - Supplier to send Bills direct to Xero
Ability to send Suppliers a Unique Email that sends invoices directly to Bills to Pay, rather than them send them to our business email address and we forward via Dext Email as we are now, Saving time when multiple Suppliers send Invoices and we then have to forward them on,
1 vote
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