4812 results found
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Payroll: Show employee leave balances when approving leave
When a leave request comes in for approval and the employee can take leave in advance (the box is ticked), it should show you how many hours the employee has available. This amount should be the number available minus the leave balance that has already been approved in the system. The leave balance report is only useful when employees can't take leave in advance in their first year. It's a challenge each time (especially leading up to Christmas) to calculate leave that is available before approving the request because you have to review how much leave has been approved in…
169 votes -
Bank Rules - Ability to set Date as a criteria
It would be great to have the date of bank transactions as a criteria field when creating a rule. When we are paid by the ESFA, the amounts we receive at the beginning of the month have a different nominal to those received later in the month. In Sage we could set a rule as 'between 2 dates'
2 votesHi Sarah, when a bank rule is applied it'll use the date of the statement line to apply to the transaction it creates so you don't need to set this within the rule itself. Or are you saying you'd like to set the date of the transaction that's going to be created when the bank rule is applied?
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Reports - Accounts display in GL account number order on reports
The ability to have accounts display in GL account number order on reports. It boggles the mind that this is not an option already!
88 votesHi everyone, it'd be good to know if there are there any specific reports that you'd find this particularly helpful in?
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Batch Payments - View paid bills as a batch, instead of individual bills
View paid bills in the batch payment total insstead of each bill paid under the paid tab of the pay bills function.
2 votes -
Aged receivables - Add tax columns
Reports - Aged Receivables: I would like to be able to include the VAT rate/VAT rate name as a column in the aged receivables detailed report to avoid manually checking each invoice in the list
1 voteNot possible with the aged reports, but perhaps the Receivable Invoice Detail report could be just as useful, Luke?
You'll find you can add the tax columns you're after, and there's lots of flexibility to set this report up in the way you need to only view certain transactions (such as those awaiting payment)
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AU Payroll - Superannuation Payment: Filter by Week Ending not Due Date
It would be great to be able to filter by the PAYROLL DATE not just the DUE DATE for Superannuation Payments.
This would make it a lot easier when creating smaller super batch payments.
Currently, we pay our 100 staff's super each month (30 days after) and this means I need to manually click next to each individual payment line. I can multi-select all, but that will select every single line for all months.8 votes -
Reconciliation | Bank Rules - show account
While in Dashboard and in a bank account, if I have a bank rule being used and you see it on the right with the vendors name, please add the gl acct in that same box so I can look at each gl account before I hit OK and save. Some vendors are used with different expenses so not seeing the particular gl acct makes me do extra steps by click on details and checking there.
2 votes -
Remittance Advice - Show sales invoices allocated to bills as a Contra
Be able to send a remittance to a supplier when sales invoices have allocated as part of the payment
3 votes -
Receivable Invoice Summary Report - Group by Contact group
We recently converted from Quickbooks Desktop and are trying to reproduce a "Sales by Customer" Report that sorts descending by gross invoice amount but groups the contacts within the contact group together. In Xero, I cannot figure out a way to accomplish this.
6 votes -
Bills - Auto update status for future planned payment once paid
Direct Payments - Change of status - Scheduled to Paid
Currently within 'Manage direct payments' the Status doesn't change on future dated payments once they've been paid. ie. Once a scheduled payment is made change the status to PAID.
1 voteThanks for the confirmation, Michael. While it's not something we have direct plans around atm I've slightly updated the title of your idea and we'll keep an eye on the interest for this. If there's any change we'll share this with you, here.
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Xero Accounting app - Automatically assign the next Purchase Order number
When using the Xero app from your phone, to have the Purchase Order numbers auto generate the number.
Currently, we have to look back and previous purchases to find the last used PO....unless you have a great memory. And then, while creating a new purchase order, we have to enter the new number.
Currently, we also need to select as an optional detail, the order number. It would be nice if the app created a new PO number, sequentially from the previous PO issued.
The two attachments show when creating new PO, the first screen. Then I need to add…2 votes -
Bank Reconciliation - Option to switch Spend Money to Receive Money
Bank accounts that do not have bank feeds - Spend money should have a reverse function in case a spend money is used when it is supposed to be a receive money.
10 votes -
Invoicing - Full invoice preview
When the invoice has been approved and need to be emailed, the side by side view is great but I would like to see the invoice amount ex VAT, not the total of the invoice and it would be good to see all the body of the invoice as well, not just saying there are more items, you cant even click on it to see
2 votes -
Short term cashflow - Ability to edit repeated transactions
Hi
I would like a feature in the short term cash flow where when a repeated manual entry transaction is made that you can edit only one instance like a repeated meeting in outlook.
An example is that i have made a regular Money In transaction yet i cannot remove a single instance when the actual invoice is created and i am overstating incoming revenue.
Thanks4 votes -
AU Payroll - Make multiple draft pay runs
Ability to draft future payruns - ie more than 1 darft payrun. Especially at Christmas time. I would like to draft up future payruns before Igo on leave, but still have the ability to adjust this week payrun for overtime etc. At the moment I can't move forward until I complete current payrun. or i have to do un unscheduled payrun to fix it. Very time consuming
8 votesThank you for your feedback in product ideas, everyone. With our payroll products being regional changes are generally developed in each separately.
We have slightly changed the idea here to reflect the desire for this in AU Payroll, and have created a separate one across here for NZ Payroll.
While there are no plans for developing this within our AU Payroll product right now, we'll continue to track the interest from you all here, and update if there is any change planned.
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NZ Payroll - PAYE Finalisation Notification
PAYE Finalisation Notification to prompt in the Notification bell when it comes due or when it will be coming due
2 votes -
Sent check box checked by default after approving an invoice
It would be nice to have an option in the invoices settings to have approved invoices automatically marked as sent.
This would be mainly for users that send their invoices with another program, so the invoices they enter in Xero are always sent.1 vote -
AU Payroll - Show the number of notes in the Employee 'Notes' Tab
It would be good to see the number of notes in the Notes Tab (perhaps in brackets, for example: 'Notes (2)'), so you can see at a glance, if there are any notes for the Employee and if yes, how many.
1 vote -
Dashboard - Show BAS PAYG GST running totals in watchlist
To allow a box on the dashboard to show a running BAS/PAYG/GST total so we can get an idea of where are finances are up to coming up to these payment deadlines. Would be helpful for small business.
8 votes -
Xero Accounting app - Ability to send statements from the mobile app
Sending a activity statement or outstanding statement from the mobile app
49 votes
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