4713 results found
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Financial Settings - Custom accounting periods/calendars
It would be great if it were to be possible to apply accounting periods Period 1 , Period 2 etc even if these fall into the calendar months or fall into 4/4/5 week pattern . It would make looking at transaction reports in a pivot far easier , it would avoid having to save data , fix it with additional columns and then review constantly . This would be a game changer . All companies work to months calendar or something else yet Xero doesn't have this functionality which is crucial to analysing data and preparing month end .
11 votes -
AU Payroll - Default pay templates for new employees
it is very difficult to manually add a " pay template " every time when a new employee is added, so is there any shortcut for that? because when we have more joining every day then it is very difficult to manually add every time ordinary rate and overtime rate and other things again and again in a pay template. please update XERo as soon as possible.
6 votes -
Bank Reconciliation - Upload files within the "Match" option
Upload AR Remittance Advices within "Match" option within Bank Reconciliations
I have noticed that when processing the Bank Reconciliation and matching bank deposits to raised AR invoices, the Remittance Advice can't be uploaded directly to the receipt under the "Match" option (see attached screenshot).
However, under the "Create" option (next to Match then clicking "Add Details") there is the option to Upload files.
Not being able to do this directly within Bank Rec matching means it is an inefficient process where I have to go back to the Customer account, look for the Invoice(s) that were paid and open it…10 votes -
Account transactions report - Include item code as a column
Add item code as a column option in the account transactions report
13 votes -
Bank reconciliation - Ability to move selected transactions to the following month.
It would be amazing if Xero could add the feature when doing a monthly bank rec to be able to choose certain transactions that are putting the month end balance off and may need to be excluded and put to the next month because of posting differences from bank statements. It would be a life saver!!
4 votes -
Analytics Plus - Optional add-on for CA/US plans
Any appetite/plans to offer Analytics Plus as a per month add-on like projects and expenses?
For my starter clients, it would be nice to offer the 90 days, instead of just the 7/30 days.
4 votes -
Customer Statement - Option to remove allocated payments
Customer Statements - the current statements show payments allocated to invoices. This is confusing for customers who make part payments. Can Xero please bring in an option to not include payment allocations as our customers only want to view their statements by looking at the amounts they actually paid, not the break ups
31 votesAppreciate wanting to see a direct option within customer statements that exist in Xero.
An option here would be to run the Customer Invoice Activity report where you can filter by Source to remove payment type sources such as 'Receivable Payment'. Once set up this could be saved as a custom report to be run with your filters at any time. 🙂
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Xero expenses - Ability to change sort order
Allow a simple 'sort' function to re-order the view of expenses that have been 'done'.
This should allow order by 'date of spend', by amount; category; etc
32 votes -
New Invoicing - Update total line amount when unit price is deleted
at the moment in the new invoicing system, if a price is deleted from a line and not replaced with 0.00 it is not automatically zero'd out so the the line total remains what it was before the price was removed. should automatically update as soon as the number is removed.
3 votes -
UK Payroll: Report on employee age
With ever changing minimum wage requirements (UK only) which are based on an employees age it would be useful to be able to have a 'one pager' report that lists the employee name and the current age. Their age is data which is already in Xero as part of the employee profile. A report would be useful to help payroll staff check who needs to move onto new wages / salaries based on age groups.
22 votes -
AU Payroll - Report on all pay items created in Payroll Settings
A report showing Pay Items (or any of the Payroll Settings) including all the fields associated with the pay item.
11 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.
21 votes -
Bills - Ability to set a default for 'Approve and Add Another'
When posting a bill, you must use the drop down menu to "approve and add another" because the button defaults to just "approve". If there was a way to change this it would save time when entering multiple bills at once.
10 votesThanks for sharing in community here, Lindsay. Sales invoices and Bills are developed quite separately in Xero and we have a separate idea for the same in Sales invoices across here that you may also like to support.
Atm, we don't have direct plans for this change in either area but we'll keep those interested in each idea updated if there's any news.
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Xero Interface - Dismiss / hide the setup guide
Please add the ability to dismiss/hide the setup guide without the need to have clicked through and used all options in the guide. Some do not apply to my organization and so there is no way to get the blue setup guide button to disappear and it gets in the way of other things on the screen.
9 votes -
UK Payroll - Secure form for fraud prevention
A company we work with here in UK was recently a victim of an elaborate but simple fraud, resulting in the loss of around £5,000 from the payroll.
The scam went like this:-
- Scammer fakes an email to HR from an employee requesting the bank details for their salary be changed.
- HR fails to spot the "EXTERNAL EMAIL WARNING!" and forwards this email to the person who updates the payroll. They also didn't spot the fake email address, or double-check with the employee.
- Bank details for the employee are updated in the payroll and bank payments.
- Some weeks later, the…
3 votesThanks for your idea here, Rob. I've made sure to share this back with our Payroll product team. We appreciate your desire to prevent fraud, however there are also employee laws that implicate this process. It's something we're keen to track demand in here, but want to be upfront that there are no immediate plans for developing this.
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Bank rules - Option to pause/disable Bank Rules
Would be great to have a "Disable" button for checked/selected Bank rules on the bank rule page, rather than only a "Delete" button. Sometimes staff want to turn them off but we don't want to delete them.
2 votes -
Reporting - Ability to set a Default Date for reports
When using the old reports, when you opened them up they would show the current month. Now they show 12/31/22 which is useless now that we are into March. They should either default to prior month (which is what QBO does) or current month (which is what Xero used to do).
12 votes -
AU Payroll - Reports - Remove merge cells when exporting to excel
Don't merge cells in the Excel export of AU payroll reports
2 votes -
Bank Rules - List rules in Alphabetical order
BANK RULES LIST IN ALPHABETICAL ORDER
Just put them in alphabetical order as the default. I don't have time to go through dozens of them and drag them into order.2 votes -
Bank Reconciliation - Save for later option
SAVE FOR LATER section within the Reconcilation page
We should be able to add a transaction to the top of the list to a section that doesnt scroll, another tab or click a button to change its colour to signify it is now in a special section for 'saving for later'.
Sometimes a transaction needs looking into further and when doing recon you might end up with half a dozen of these, it would be really handy to be able to group them at the top of page or turn them a different colour so that when continuing on they…2 votes
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