450 results found
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Contacts - View accepted Quotes
When you view a contact, you are able to see outstanding invoices and quotations from this contact. But it will be helpful to see quotations that have been accepted by this contact to make invoicing easier.
3 votesHi community, as shared in my last update you can view both draft and accepted quotes from the Activity on a Contacts record.
I've attached an example I created in the demo co. 🙂
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NZ GST: Widen the GST Audit report
Widen the display of the GST Audit report. When viewing the GST return I also check the GST audit report. When viewing the GST audit report I cannot see the date on the left side without scrolling to the bottom and using the scroll bar to move the report from side to side. It will not show all the columns at once.
6 votesHi everyone, our new New Zealand GST experience is now available to all users.
As noted in my last update there is no longer a GST audit report. The transactions tab provides options to toggle different columns on or off.
The new experience also auto scales the page to fit information in one screen, so no more need to scroll. Thanks for all your feedback and contributing to the idea here.
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Invoices - VAT/GST/Sales Tax number on customer invoice preview
To show the customer's VAT/GST/Sales Tax number on the preview version of the customer's invoice, instead of having to download the PDF to check if it is there (after loading it via Xero Contact).
1 voteHi Kyle, the product team have been working on improving this area and have released a new invoice preview for the PDF. This will display any details you have included in the selected invoice template, so should display the customer's VAT/GST/Sales Tax number if you've included that. We hope this helps!
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Xero Me: Hide personal leave balance when requesting leave
In Xero we have the ability not to show the personal leave balance on payslips. But this is made redundant where the employee can apply for leave on the Xero Me app and see their personal leave balance there instead.
For consistency, there should be an option to not show the available personal leave balances when employees are applying for leave - either on the Xero Me app or if on the web browser.
8 votesHi Cassandra, sorry we've not responded here sooner. You should now find when a leave balance is hidden on payslips, it's also hidden in Xero Me 'Leave Balances'
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Files - Move the Upload File option to the top of the page
Please add the upload files / upload from library feature to the top of the list, I add my statements to my suppliers each month and have to scroll all the way down through years of documents to get to the upload feature.
1 voteHey! This function has changed and the 'Upload file' button is now toward the top of the screen 🥳
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AU Payroll: Define default leave types
Currently under employees leave tab you can assign default leave types, but you can't define what the default leave types are.
Perhaps there is a simple checkbox for leave items in the payroll settings that allows you to choose.
Currently I have 4 leave types set as default, when I only really need two.6 votesHi everyone, I'm changing this idea to Delivered! 🥳
Leave types can be defined as default when a value in the 'Normal Entitlement' field in Payroll settings is entered.
To remove this leave type from being added each time a new employee is entered, you can:
- Click into Payroll, then select Payroll settings
- Click Pay Items tab, then Leave
- Click on a Leave Type that you'd like to remove as a Default Leave Type
- Remove the number of units the employee is entitled to each year under 'Normal Entitlement'
- Click Save
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Report Settings - Option to set defaults for cover page & content page
for blue xero, we have to continually tick COVER PAGE, CONTENT PAGE, and other functions. Please allow us to set a permanent setting so we can generate the reports more quickly
4 votesHi team, while not completely obvious this is already possible from Xero HQ.
In Xero HQ, when opening a report template there is an Options button which contains Publishing defaults where you can choose to automatically include or exclude Contents page and Cover page.
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Bills - Duplicate all fields when copying a bill
There is presently a feature that enables copying a bill and transferring its details to a new bill. However, I have observed that this functionality omits the "Permit Number," necessitating manual duplication. It would be advantageous if this copying function could accurately duplicate the specified bill in its entirety, without any omissions.
2 votesHey everyone! We're pleased to announce a changed we've made has addressed your idea here.
Using the Copy button when viewing a Bill in Quick View will now copy all fields (including the reference)!
Thank you to everyone who showed their support on this idea, as this is what drives improvements like this. 🙂
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Short Term Cashflow - Include repeat transactions
Short Term Cashflow Tool Improvements:
- Able to add recurring money in money out entries
- Able to print Graph and money in/out list to PDF
- Able to review past transactions (old dates)12 votesHey community - the team have been working on the ability to include repeating transactions in Short-term cash flow, and I'm happy to announce that it's being released today 🎉
Since this idea was updated to reflect the first point in the description, I'm switching it over to delivered.
As mentioned in our last update, if you're interested in print/export functionality for Xero Analytics Plus you can add your vote to the idea here
I can’t see any other ideas about the ability to review past transactions but can confirm that's not currently planned. If it’s still important to you feel free to start a new idea for it.
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AU Payroll - Edit posted pay runs
You should be able to edit any payrun that hasn't been 'filed' regardless if it was the last one or not. I enter several unscheduled payruns and I've noticed an error in one but I can't fix it because it wasn't the last payrun posted. The "work-around" Xero recommends is to File it and then re-post a counter fix. This feels redundant and unnessary extra work. Essentially its saying I can post an inverse of the original to cancel it out which isn't a tidy way of doing work.
1 voteHi Jamie, just coming back across your idea here. In Xero Payroll as of right now if you've a posted pay run that you need to make adjustments to, you can revert this to draft and make the required changes.
The only time we wouldn't recommend doing this is if the pay run's been filed with the ATO.
Once it's been filed we'd recommend using unscheduled pay runs to make any changes. This is because reverting a filed pay run to draft will cause issues in the reporting to the ATO.
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User Roles: Invoice Only users are able to view paid invoices under contacts tab
Currently it is not possible for a user with the Invoice Only access to view paid invoices under the contacts tab. It doesn't make a lot of sense that they can view all of the invoices however when in contacts can only view invoices that are unpaid.
10 votesSorry for not updating you sooner here, team. We've just released an update for Invoice Only roles in Contacts. What you can see will now be dependent on the level of access the user has.
- Invoice Only Draft will no longer see the I Owe and They Owe columns,
- Invoice Only (Sales) will only see They Owe, and
- Invoice Only (Purchases) will only see You Owe.
This change applies to sorting on the page as well.
Thanks everyone.
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Profit & Loss - Show Invoice Numbers
Currently there is no functionality in Xero to populate the invoice number in the Profit and Loss report while the reference field is filled out. Would like to have the invoice number to be shown as well for easy reference and checking.
3 votesHi team, as noted in my last update you can click on the figure in the Profit & Loss which drills down to the Account Transactions report.
You'll find that you can adjust the report settings to add 'Invoice Number' as a column so you can see both pieces of information on the report.
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UK Payroll - Change holiday to hours
When booking more than one days holiday Xero does not allow you to edit the hours taken. Xero assumes everyone works a 5 day week. So if a part time employee who works 5 hours a day 3 days a week totalling 15 hours books two days holiday Xero assumes they will be taking just 6 hours when it should be 10. There is not an option to amend the hours taken like there is if you just book 1 day.
12 votesHi community, with the recent change in UK Payroll to introduce working pattern templates so now you can now create default work schedules for employees, ensuring their pay and leave are calculated correctly. You can have up to 100 templates with up to 13 weeks of entries.
Working patterns provide visibility around earnings rate calculations and will eliminate the need to amend miscalculations manually.
We appreciate your interest in this here. Thanks
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AU Payroll - Include terminated employees in pay runs for backpay
When processing backpay for employees where they have a Termination Date currently involves either an Unscheduled Pay run for a period the employee was employed or undo the Termination date, and run a payrun, then Terminate again.
Both of these are very time consuming, particularly when there are some 40 employees over an 18 month period that need to be included who have a Termination date.
It would be useful to have a function in a payrun to "include terminated employees" which keeps all the previous data, but includes them for the backpay without having to manual update each, just…3 votesHi everyone, it's currently possible to have terminated employees included in unscheduled pay runs, that are prior to their termination date.
If you're experiencing any issues with this, reach out to our specialists at Support who can help 1-1.
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Banking | Account transactions - Show attached files
Whilst reconciling bank transactions it is often useful to look at the account transactions tab. When doing so it would be really nice to see the files link as an entry so you can easily see the transactions associated with a bank transaction
16 votesHi everyone, I wanted to share that the file icon will show against all Account Transactions that have been created with an attachment 📂. Clicking on this icon will allow you to quickly preview the attachments. Invoice/Bill payment transactions will show the file icon when files have been attached to the payment transaction. As this is an Account Transactions list only, to see if the individual invoices/bills have attachments, you can head to the invoice/bills lists.
A separate idea has been raised for the Account Transactions Report to Show Files icon & number attached which you can add your vote to if that’s something else you’d like to see.
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UK Payroll - Calculate hourly for leave/sick days
UK Payroll: Leave / Sick Days
Xero payroll nearly always miscalculates sick pay and absence deductions if staff are paid an annual salary for two reasons;
1) It works on average number of days in a month when month vary in working days every month and recalculates an inaccurate hourly rate from which it deducts absence (sometimes this is in favour of the employee but more commonly isn't) meaning that it often deducts too much from them and has to be manually recalculated.
2) It does not have the capability to deal with part-timers so if you have someone who…11 votesHi everyone, I wanted to confirm with the release of working patterns this is now possible 😊
Working pattern templates create default work schedules for employees to ensure they are paid and accrue leave correctly, as part of their salary and wages settings.
You can now;
- Create or select from working pattern templates
- Add working patterns manually or using the template
- Setup multiple weeks of a working pattern
Thank you for your support and contribution through the idea here.
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User roles - Hide supplier balances from users with 'Invoice Only User Sales (Quoting & Invoicing)' permissions
With in the Invoice Only User - Sales (Quoting & Invoicing) the user can still view all of your suppliers and the amounts you owe them via the contacts tab. If you want to give someone access to raise and sent sales invoices then they shouldn't be able to see all of your suppliers and especially shouldn't be able to see what you owe each of them!
1 voteHi team, we've made the change and this is now live. Now, what's visible for a user with an Invoice Only role will be dependent on their level of access. Invoice Only Draft will no longer see the I Owe and They Owe columns, Invoice Only (Sales) will only see They Owe, and Invoice Only (Purchases) will only see You Owe. This change applies to sorting on the page as well.
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Inventory item list report - Ability to view all transactions
Browse all transactions on the "Inventory item list" report, it will also be helpful to reveiw in & out movement and can double check with other source.
2 votesHi all, rounding back on the idea here as noted in my last response you can use the Inventory Item details report to view the information you're in need of here.
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Report templates - Annual accounts templates up to do date and in line with legislation
The Trust - Annual Accounts Xero SPFR template for trusts > Notes to the Financial Statements > 1. Reporting Entity states "Legal or Trading Name is a trust established by a trust deed dated [insert field: trust deed date], and subject to the Trustees Act 1956." this is incorrect as the Trusts Act 2019 passed on 30 July 2019 has replaced the Trustee Act 1956. Xero have advised "While the team is aware the templates may need updating given current focus being on the expiration of old reports they do not have the capacity to give it a priority at…
2 votesHi team, templates have now been updated to refer to the new legislation. Thanks for your contribution and sharing in product ideas, here.
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AU Payroll | Payroll Activity Detail Report - Export all data to Excel, not just PDF
Currently, when the Payroll Activity Detail report downloads to PDF, it includes deductions (including those that are not salary-sacrificed super) and reimbursements. However, when the Excel report is downloaded, those lines are missing. Please include everything that's in the PDF version in the Excel version.
2 votesHi all, as previously shared both reimbursements and deduction pay items will appear on the PDF and CSV exports of the Payroll Activity Detail report.
If these pay items are visible in the pay run, but aren't pulling through to your reports, please reach out to our support team for some troubleshooting. 😊
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