4177 results found
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Projects - Lock staff pay rates
The ability to 'lock in' previous periods pay rates in Projects. Currently, when uploading any pay rate changes per member of staff, this cascades back to all hours worked on projects which skews figures.
30 votes -
Unassigned account Code
We need to be able search for items which have no account or account code allocated to them in error. There is no way to search for 'unallocated Accounts' under account transactions.
2 votesHi Charlotte, appreciate your idea however need a but more information to categorise and share with the right team. Is there a type of document you're looking for this information in? For example sales invoices, or bills?
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Xero Projects - Edit Default Work Week
Ability to change the default work week for entering and viewing time entries in Projects.
Purpose: Allows us to easily view employees time in the work week that we use for an outside Payroll.
2 votes -
Inventory - Allow changing of an item's Inventory Asset Account
For tracked inventory items, there's no way to change the inventory asset account which can be inconvenient. As the inventory grows, they are put under new different classifications so I want to add a new inventory asset account for each. However, I cannot change it in the item's inventory asset account when it is already tracked. It would be very helpful if this will be allowed. Or at least a way to delete a tracked item if there's no transactions/bills, but only adjustments.
2 votes -
Bank Feed | Chase - support for Certificate of Deposit (CD) accounts
As a bookkeeper, I want Xero to support bank feeds for my company’s Certificate of Deposit (CD) savings accounts. My financial institution (Chase) sends data on my CDs to the Xero feed, however, Xero ignores the CD accounts in feed. CDs are supported by other FinTech companies with similar feeds, and should be a low effort feature for Xero to implement.
2 votes -
UK Payroll - Add pay element nominal codes to employees records rather than at Company level
As we don't have the ability to turn off automatic posting of payroll, can you add nominal codes for ER NI & ER Pension, other analysis fields to employees records rather than at Company level to allow easier analysis and posting of payroll journal.
There is a field on the employee record to enter the nominal code for their wages cost so why can't there be more fields for different codes?4 votes -
Practice Manager | Costs - Drop down for standard costs
When entering a cost create a dropdown selection menu of standard costs that are setup in settings. Current system requires a prompt to type in the correct cost to appear and fill out preset cost and charge figures.
Also include a drop down to select staff member entering the cost. This would be a time saver for mileage and expense claims so you could filter a disbursement report quickly and submit to save double working.
1 voteAppreciate your feedback on how this would help when entering costs, Stewart. We don't have plans for this right now, but we'll start to get an idea of the interest here.
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AU Payroll - Set default leave types (paid out/not paid out)
Currently, when you assign a leave type to a new employee, for all leave types other than annual leave and personal leave you have to go into that leave type on the employee card and manually change the leave settings to what should be the default for all employees. For example, RDOs should always be paid out on cessation of employment, but the default setting is "not paid out", and I cannot change the default setting, only each individual's settings.
I should be able to set what the default settings are, to reduce the likelihood of stuffing it up.
7 votes -
Invoice - Send void invoice email
A feature that allows an email to be sent for a voided invoice to the client so they have confirmation the invoice is voided as verification.
This can be as simple as taking the invoice template / previously generated pdf and branding "VOIDED" or "CANCELLED" on top of it.1 vote -
Bank Reconciliation - Links to bills to pay on reconciliation page
I feel on the bank Reconciliation page, there should be links to both "Invoices owed to you" and "Bills you need to pay" I feel this would make navigation quicker and simplify the reconciling process.
1 vote -
Quotes - Feature for customer to select which items to accept
It would be great if when a customer receives a quote, it were possible for them to select which items they wanted from the quote and to deselect the ones they didn't want.
13 votes -
Notifications - Make audible alerts optional
Please make audible alerts to "messages", tips, etc optional.
I wear earphones and work across multiple devices and it is quite irritating to hear "bloop" when working across multiple tabs.We don't need more vapid sounds in our lives!
2 votes -
Reporting | Current Financial Year by month - actual and budget
This report is great, I love it but we need to be able to customize it more. When you try and add columns it gives a message saying that you have to delete the total column first, then you need to manually add a total column which isn't the end of the world, but you can't select the the new total column in and of the formulas, like if I wanted to add the variance column (Which I would love to) but I can't.
16 votes -
Banking - Make bank deposits from Undeposited Funds
When we receive checks from customers we record them to Undeposited Funds until they are actually deposited at the bank.
This should be a much simpler process in Xero: show a list of checks waiting to be deposited and let me select the ones to deposit. Xero should print me a deposit slip and record the transfer from Undeposited Funds to the specified bank account.
18 votes -
Allow Tagging on Transfers Money Transactions on the Reconcile Screen and Allow Find and Recode to add tagging to Transfer Money Transaction
Allow Tagging on Transfers Money transactions on the Reconcile Screen and Allow Find and Recode to add tagging to Transfer Money Transaction.
1 voteHi David, when you say 'tagging' would this be to add tracking?
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VAT Return - Transaction Visible VAT Rate identifier
Reviewing VAT Returns
I don't know if it is just me, but when I am reviewing VAT returns and looking at the transactions, as I scroll down the screen I can lose track of what VAT rate I am looking at if there are lots of transactions.
Would it be possible to add a column or a header that states the VAT rate on the transaction schedule that remains visible on the screen as you scroll?
Scrolling up and down to check or locate specific VAT Rates wastes a lot of time.
Thanks
Sarah
1 vote -
Recon on accounts
Can you recon your accounts once and next time it is the same I have alot of recons that are always the same How do you keep it for next time to recon
1 voteAssume you are referring to reconciliation, Alletta? While it may help to make sure auto suggestions are turned on in your org, perhaps Bank rules would fit your purpose here?
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Reporting - Add report fields
Customising and adding Employee Details Fields so that Employee Details Reports can be produced providing all required information and important information regarding the employee can be kept. For example, licence numbers, certifications etc.
1 vote -
NZ Payroll - 63 days leave liability report
Hi There, curious to know, does Xero provides report 63 days payroll liability report. This is needed to accrue for the liability at the end of each tax year, since IRD allows this accrual to be accounted, with one condition, if the company has paid the staff with in 63 days from the end of each tax year. I know, this report is availabe by the other payroll software. Can this report be extracted from payroll reports.
thanks
Murli Vasu
SBA Albany1 vote -
Reporting - Flag when actual Retained Earnings doesn't match to the report value
A flag which shows when the profit & loss figure plus brought forward retained earnings does not add up to the retained earnings on the reports. This is usually due to a mapping issue where a figure is causing a transposition error. It only seems to flag if you opt to include a statement of changes to equity. Seems like there should be a more obvious flag for this issue to ensure it is not missed.
Also perhaps a reconciliation between the profit & loss figure in the company accounts versus the Xero business, appreciate this is likely to be…3 votes
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