4177 results found
-
AU Payroll - Recurring leave request
We have 2 employees that will be taking 1 day LSL every week in the new financial year and it would be very helpful if there was a way to add in this type of leave request as a recurring request for the same day each week. Rather than having to add in 1 day leave for each occasion.
20 votes -
AU Payroll - Add Public Holidays (and all other forms of leave) to the Leave Transactions report
Add Public Holidays (and all other forms of leave) to the Leave Transactions report not just Annual Leave and Personal Leave.
Why this isn't already the default behaviour astounds me!
4 votes -
Export | Select which Sales Invoices/Bills to pay to Export to excel
To be able to only export a selection of sales invoices (or customers) and / or bills to pay (suppliers). Now you can only select on date or name via the search option. This will make it easier to send a selection of sales invoices and bills to pay in excel to customers or suppliers. (see file attached).
1 voteHi Marit, as shown when you've picked selected invoices and click the Export option only the one's you've selected will be exported. It sounds like you may want to search by a different term / field? If so can you share a bit more detail here to help when sharing your feedback with the team? Thanks
-
UK Payroll - Employee Contact Details
Payroll Employee Contact Details would be good to see a column for terminated employee showing date left and employee number
2 votes -
Products and Services - Add "In committed quotes" and "Quantity on order" to the columns in the main page & reports
This will allow a more accurate look on the stocks pre-ordered as well as incoming stocks. Instead of having to click each item to see it.
Even in the reports, it's great to see it so we can just generate a quick report about it.
4 votesHi team, we appreciate the value some businesses would find in being able to report on values of items that have been committed in quotes or quantities on order from purchase orders. While this isn't something we have plans around right now, we'll continue to track the interest for this from your idea here and share if there are any plans made.
-
VAT reconciliation - Show which VAT return transactions are submitted on
Like Sage I would like every item to have the VAT return Date and month it was recorded on attached to it and if/when it was adjusted which return the adjustment was submitted on as well.
17 votes -
Bank Reconciliation - Status terms need to be changed
After a transaction is matched with the online download status should be matched or cleared. Once the reconciliation report is completed the status should change to reconciled. A transactions status should not be deemed reconciled until account is actually Reconciled with the bank statement.
4 votes -
AU Payroll - Track Contractors superannuation contribution owed
Invoices submitted by contractors - Xero should have a tick box where we can tick 'I need to pay super on this invoice' and it tracks and records contractor super owing.
7 votes -
Bank Reconciliation - Add calculations into split section of Cash Coding
The Reconcile section split allows you to add, subtract, multiply and divide in the amount cell. The Cash Coding split section does not. I would like the Cash Coding split section to allow for the calculations so that you don't have to hop back and forth between Reconcile and Cash Coding in order to get all of the transactions in. This would save a lot of time for manual entry items.
2 votes -
Batch Payment | Remittance - Selective download/send by supplier
I would really love to have a button where I can download a remittance advice for one certain supplier only in a batch payment transaction.
6 votes -
Search Engine Optimisation - More intuitive
I would appreciate the Search engine to be reverted back to how it was. The new "upgraded" search is close to useless. When I search for clients, I expect all relevant clients to come up. I don't want to type in the whole client name, just to get their details to show up. Previously I could type in a few letters and the search would come up with an amazing list of relevance....
1. Contact listed first
2. Invoices listed next
3. Bills listed thereafter
4. then lastly bank transactionsThese searches used to come up with appropriate information and…
23 votes -
Report - Staff member monthly billing
A report to see how much each staff member is billing out per month. There are similar reports like the write on/off report but it doesn't seem entirely accurate.
4 votesHi Eilish, is there are particular way your staff are recording how they bill customers through your Xero organisation atm? - e.g are you using Projects, or Tracking?
As you noted there maybe a report that we an suggest that'll fully serve your needs in this here.
-
Contacts - Add decent length text field to Financial Details section
I would like to add information such as the date their bank details were changed on Xero and whether independent verification of the new details has been done (and how). This is becoming more important as the number of phishing invoices increases. If possible, the capability to attach a relevant document (eg notification from supplier of bank change) but if not possible, then a decent character length text field (as a comparison, the current Reference field is way too short and doesn't allow puctuation).
2 votesHi Sarah, while we don't have plans for expanding this field directly within a Contact atm, perhaps adding a note to the contacts record with this extra detail would suffice?
-
Xero Accounting app - Send remittance advice
Add the ability to send remittance advice from the mobile app.
I find do most of my nightly accounting on the couch in my living room with this app - brilliant - but still have to go into the office just to do the remittance! Annoying.
Couldn’t we just do it from the app please?
1 voteThanks for sharing, Guy. We're continuing to improve the app to provide more common feature our customers would want on the go. If there is any news of sending remittance I'll share an update with you here.
-
UK Payroll - Salary Sacrifice segregation on Gross to Net report
Currently the Salary Sacrifice is just deducted on the Gross to Net report. Where as on the TB the amount is added. It would be good if this could be segregated.
6 votes -
Invoicing | Contact - Default address based on GPS
Hi,
My business often delivers the same or similar services to repeat customers. It would be useful if Xero could default the contact address based on GPS Location, and then even propose default invoice items and pricing to make the invoicing process easier. This reduces the risk of invoicing mistakes and adds efficiency into the process for invoice creation. Also helps with contact payment process improvement.1 voteInteresting idea here, Nathan. Can understand how this could increase efficiency for businesses that are invoicing on the go. It'll be good to get an idea of the interest from community through your idea here. Not something we have planned right now but I'll let you know if there's any change.
-
UK Payroll - CIS Suffered Report, Correct Xero to allocate credit notes correctly
IDEA - CIS suffered report to calculate the CIS suffered correctly.
ISSUE - If you apply a credit note to an invoice that has both CIS labour and CIS materials, Xero does not calculate the CIS suffered correctly. Even though the credit note is coded to the correct nominal code, Xero doesn't recognise this. This causes the CIS suffered report to reduce the deduction amount which is incorrect. This means the figure you submit to HMRC is lower than it should be. Meaning less of a refund of CIS suffered than it actually should be.
5 votes -
Demo Company - Clear ALL, don't reset, optional data reload and cloning
This idea has been raised again and again but XERO isn't listening!!!
The demo company is a great idea, but it makes no sense to automatically reload all the "duff" data every 30 days.
It's VERY simple to achieve a very useful and flexible feature, by....
1) Be able to clear all the data in the Demo Company
2) Make the 30 day reload of useless data optional
3) Enable cloning of an existing organisationWe need to be able to test imports, features etc. and be able to return the "demo company" to EMPTY and if required to restore…
18 votes -
Contacts - Search newly registered addresses
When adding a contact, the "search address" works fine most of the time, but can take some time before new addresses are added to the search data base and require manual entry (usually cut and paste from Google Maps.) Could this feature not be linked with an API to the likes of Googles address infrastructure to utilise their rapidly adapting data base?
3 votesThanks for the recent feedback here, team. This helps when sharing back with our product team. I've slightly amended the title of your idea.
We don't have any immediate plans for changing the current base results are pulled but we'll keep an eye on the interest here and I'll be sure to update you if there's any news.
-
Reconciliation - Auto search in find and match screen
when searching for an invoice number in find and match while doing reconciliation, it would be useful not to have to hit enter every time, especially as i can only search one invoice at a time. it all adds up to excess clicks when doing large batch reconciliations
1 vote
- Don't see your idea?