4733 results found
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Bank reconciliation - Send automatic receipts
Send automatic receipts when reconciling payments received.
73 votes -
Payroll - Bulk import staff holiday entitlement
UK: We need a facility to upload the staff's holiday entitlement at the start of each new holiday year, in bulk.
3 votes -
Bank Rules - Set Payee when contact name shown within the description field
I want Xero to automatically set contact names when importing transactions from bank feeds, but this doesn't happen on of my several 'bank feeds' where the 'payee name' is blank and the actual payee data appears in the 'description' field instead.
This means that the option to set the contact name directly from the payee field (when using bank rules) doesn't work and I have to manually enter the contact name for every transaction when reconciling the account transactions. Extremely tedious and labour intensive!
When I edit section 2 of the bank rule the choices on the picklist are 1.…
2 votes -
AU Payroll - Email alerts when conversion balances are changed
PAYROLL CONVERSION BALANCES - SEND EMAIL ALERTS / WARNINGS
Xero sends email alerts when a bank account numbers is changed. Can it also send an email alert when an employee's leave conversion balances have been changed? This will alert fraudulent leave balance adjustments by unscrupulous staff / management.
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Employee payroll theft!
All hail Xero's payroll audit trail. It just saved my skin.An employee manager with full control and access has sneakily amended her accrued leave opening balances in her employee card - 2 times. 150 hours increased all up. It is impossible to detect something like that from…
2 votes -
Invoicing - Ability for customers to update their email addresses
It's not possible for customers to update their own email address eg if we send an invoice or statement to an old email address and they want to change it. Would be good if customer could update it and we just verify it. Or some kind of automated form they get to speed updating it.
5 votes -
UK Payroll: Allow leavers to access payslips after 14 days
Leavers can only access payslips 14 days after leave date. 14 days is not enough time as the final pay ay not have been processed at this time. So final payslips then becomes a manual process. If P45's could also be accessed that would be great.
20 votes -
US - W8 Requests for 1042 reporting
Dear Community,
as we now have the W9 Request Feature with the 1099 Reporting, I would please request the same for the W8 Series for the 1042 Reporting. I know the forms are much more complex, but I experience that clients, even though reminded about the importance of gathering the W8s. Many completely disregard the Withholding requirement w/o the form.
Please let me know what you think.
Regards,
Sebastian
2 votes -
Projects - Assign bills to closed Projects
As an event company, we often receive bills months after the original project is "complete". I wish I could assign costs to "complete" projects the same way that I can assign invoices to "complete" projects.
32 votesHi Leah, when you've closed/completed a project it is still possible to add Bills and new Expense tasks to it.
From the bill you'll be able to look up and assign lines of your Bill, or within the project you can simply add an expense. The only transactions you can no longer add once closed are Billable expenses, Spend monies and time entries.
Is there a specific reason you need to enter the expense as one of these type of items?
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Xero Me: Clock in and clock out on timesheets
Xero Me - Needs spot in App to input the Earnings Rate and Tracking Category for the employee. Needs a start/stop button for clocking in/out so that when the employee starts the day they simply press start and the app records the time started. When they press stop it records the stop time until the start time is pressed again. This can be used for breaks and for start and finish of the day - these can be edited if someone forgets. Currently you have to type in times and this can only be done at the end of the…
37 votes -
Xero Expenses | Labels - Enable filters and reports
Would love for Xero Expense Admin to be able to see Expense Reports listing the Labels, and being filtered/grouped by Labels.
For background, Xero Expense allows employees to put a Label. The Labels can even be pre-set in the organization's settings. But the Xero Expense Admin's don't have a way to report on on expense claims by Labels.
Reporting based on Labels would allow users to tag Xero Expenses for projects for instance.
44 votesThanks everyone - It's good to know how we can enhance Xero expenses for our customers. While we'll consider how we can develop labels in the long term, we don't have any plans for adding filters within expenses or reports for Expenses labels right now.
If there's any updates to share around this I'll definitely share with you all through the idea.
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UK Payroll - Mark P32 as paid
UK Payroll - it would be handy to be able to mark P32 amounts due as paid or dealt with. Just helps to visual see where you are in the list of reports and keep on top of due payments.
6 votes -
User Roles - Allow Invoice Only +Draft users to edit auto-created bills
Our users email received invoices to Xero and then go into the Drafts Folder to check/process the bill - but if we make their Role 'Draft Invoice Only', they can't see the draft orders that the system created from the emails.
This means that the users can't use the auto Bill creation process and have to enter them manually.
3 votes -
Find & Recode - Reverse Find & Recode
The ability to reverse batches of Find & Recode. Currently not available and can pose a risk to Xero files with higher volumes of transactions.
2 votes -
Expenses - Add inventory items
Critical to add the Inventory ITEM in the EXPENSE CLAIM so employees can add this on their company Visa charges
2 votes -
Invoicing - Option to email invoice as a CSV or PDF
It would be great to have the option to email a customer invoice as a csv or pdf or both. We are getting an increasing number of requests to send the csv version of invoices for our customers and this is currently quite a manual process to email the exported invoices.
5 votes -
Customer statements - Export to Excel
Customer Statements download to Excel
165 votes -
Invoice Payment: Stripe - Partial payments
Ability to have partial payments through Stripe.
Purpose: Users can easily set up partial payment in one invoice rather than having to create separate invoices.
146 votes -
Invoices - Include item code column in invoice CSV download
Is it possible to include a item code column when downloading Xero invoices. This information is already included in the PDF download.
9 votes -
Tax Component Calculation - Xero should be calculating the sum of each tax component rounded for each line item.
Xero calculates tax per line based on the total tax value of all components then rounds this figure. It is later split between tax components.
Xero should be calculating the sum of each tax component rounded for each line item.
Image attached shows how Xero calculates a different value for two equal tax components due to this simplistic method it is using to calculate tax. What is the point in having the ability to set multiple tax components if this is not taken into consideration when calculating the total tax value per item.
2 tax rates, both set at 9%…
4 votes -
Payroll - View Pay Run per Employee
It would be great if there is a way to quickly view all the pay runs for a specific employee, without the need to go through 'Pay employees' under the 'Payroll' section and opening every pay run individually.
2 votes
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