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4691 results found

  1. With the recent changes to MFA dropping the remember devices from 30 days to 24 hours, the MFA prompt is now far more often (which is of course more secure) however it does slow down login.

    Could you please look at updating the MFA configuration to allow push notifications to the mobile authentication app, or better still the number match, which is far more secure. Examples from Microsoft is below, but the priciple would apply in most major platforms.

    https://learn.microsoft.com/en-us/azure/active-directory/authentication/how-to-mfa-number-match

    This would improve the user experiance over the token, but also improve the security overall.

    Thanks
    Dave

    26 votes
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  2. It would be great if Zip could be categorised correctly as a "Buy Now, Pay Later" service, rather than "Credit Card" payment service. This would allow us to integrate it with xero invoices along with Stripe for example. Currently they come up in the same category so we can only choose one. Maybe it's time to add a buy now, pay later category for after pay etc as well.

    6 votes
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  3. Currently this badge is displayed for the additional people only when there's at least a first name associated with them, but often our "additional people" are only email addresses with no first/last names, an the only way to see whether the "included in emails" option has been enabled for them is to enter two nested edit modes (4 clicks total). This is really unnecessary. Just display the badge if the box has been checked!

    3 votes
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  4. This is a real issue where you have a customer with multiple delivery addresses. Here is a typical scenario.

    1) Customer has one invoice address and 3 different shops.

    2) The online ordering system syncs across the customer contact details, one invoice address and 3 delivery addresses (here is the first problem, Xero will only use Shop 3 for the deliver address as it is the last one synced across).

    3) The online system creates an order for for invoicing for a delivery to Shop 2 and syncs it across.

    4) Xero creates the order but shows the delivery address…

    7 votes
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  5. Add Notes reference for Statement of Cash Flows for totals.
    When preparing financial statements it is not possible to add a Notes reference for total lines. This is extremely frustrating as we normally have a note reconciling the net operating cash flows to the net operating profit. This requires PDF correction after exporting from Xero.

    Please add functionality to add a Notes reference for total lines in financial statements.

    2 votes
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  6. Please allow us to collect ACH direct debit payments through Stripe, and not force us to use a 3rd solution (GoCardless) for that.

    Stripe offers direct debit ACH when sending invoices directly from Stripe. There is no reason it shouldn't be available through Xero.

    57 votes
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  7. Requested that Xero pull the project names to put on invoices. The information is already entered, would be a big time saver to auto-populated to project name on an invoice rather than manually typing it in

    12 votes
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  8. Hi team
    It would be great if you could replace the underscores with spaces when downloading PDF reports from Xero - currently we have to tidy this up before sending reports to clients which takes unnecessary time.

    4 votes
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  9. Bundle multiple products together within tracked inventory.

    Purpose: To track sales for individual items that are sold together as a bundle at a different cost than the individual items.

    117 votes
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    Hi community, we appreciate the feedback we received from everyone that participated in the survey shared in my last update. This has really helped deepen our teams understanding of our customers needs in inventory.

    As we develop and improve our customers experience when using inventory in Xero, we know that efficiency and being able to accurately track your inventory is important. I'm pleased to share that we're taking a closer look at enabling product bundling. As there is further news I'll bring you more updates, here. Thanks

  10. In the Payroll software, we can only allocate Direct wages to the cost of sales. Unfortunately, that doesn't include Employer NI nor Employer Pension cost in the cost of sales.
    Such coding would be useful, as we now use Birghtpay to do such coding.
    Without this feature, the gross profit margin and overheads are incorrect.

    2 votes
     ·  0 comments  ·  Payroll  ·  Admin →
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  11. Location and time tracking, as it stands you can only enter start and finish time. Be good to have a login and logout to track worked hours in real time not just estimating. Location tracking through the timesheet would also help with when switching jobs.

    2 votes
     ·  0 comments  ·  Payroll  ·  Admin →
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  12. Ability to send remittance advice for bills not paid via Xero. So I am able to send remittance on “spend money” transactions.

    28 votes
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    If the payment is occurring at a different time to the transaction being entered is there a reason why the transaction is not being recorded as a bill, Anne-Marie? 

    There are lots of efficiencies in how bills can now be created in Xero without much manual intervention so would be good to understand more of the detail behind your business needs, here. 

  13. Projects - I would like to see the references for each invoice in the list of quotes and invoices on projects. It is difficult to tack what you have invoiced when you have to open each individual invoice.

    34 votes
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  14. Ability to have more flexible permission in Xero Payroll, especially for read only Payroll reports and to give other users permission to approve/decline leave requests.

    Purpose: To have more options and flexibility in assigning users to Xero Payroll.

    126 votes
    How important is this to you?

    Hi community, we understand user roles and the permissions a user has across an organisation is important to many businesses. Right now, as some may have seen across other ideas I've updated - we have some research underway to help us better understand where and how we might best tackle the most predominant needs in roles. 

    To make sure we're getting a good scope across our products - we'd like to offer those interested in roles & permissions for payroll to join the research here. If you'd like to be a part of this, please fill in this short form here ✍️and our team will be in touch over the coming weeks. 🙂


    Just to set the expectation, the research and discovery for this project is likely to take a few months. Once outcomes are formed from the research, I'll be able to return and share what the next steps…

  15. The witholding variation should be on top of the existing PAYG calculation not overrides it, as it currently does. If an employee completes a MyGov employee Tax Form and notes they want an additional % amount variation withheld - it should be on top of their existing PAYG tax, not instead of it. There is no other option to put in a percentage amount in XERO.

    Or allow the upward variation amount to be a percentage amount - not just a fixed amount.

    The screenshot attached shows this employee should be paying tax on the full amount (no threshold claimed)…

    38 votes
     ·  18 comments  ·  Payroll  ·  Admin →
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  16. A number of my client are service businesses and as such all of the payroll costs should be posted either to a Cost of Sale account for Operational staff or Overhead for support staff. I can achieve this for all costs except for Employer NIC cost, which has to be manually moved. It would be beneficial if the NIC could go to an NIC GL dependent upon the type of basic pay chosen.

    2 votes
     ·  0 comments  ·  Payroll  ·  Admin →
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  17. In the old Xero reports as part of the management report, it was possible to run a report that showed month by month actuals for the FY to date then the budget month by the month for the rest of the financial year to give a full year forecast.

    However, in the new Xero reports, this functionality has gone. Try and write my own report but the dates don't update automatically regardless of the reporting date you select (as confirmed by a Xero specialist)

    So I can write a report that shows 4 columns - Jan - Apr actuals, then…

    7 votes
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  18. It would help employees to understand their payslips if we could choose the order that pay elements appear on the payslips

    8 votes
     ·  2 comments  ·  Payroll  ·  Admin →
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  19. When merging multiple invoices in the new invoice format, need to be able to copy across the reference field to the new invoice.

    6 votes
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  20. Ability to change the file name when exporting reports

    When exporting reports, it defaults to Company name_Report Name.pdf. We have a format of naming files in our business which does not match the default format. It would be simpler to be able to change the default file exporting system so that it more closely fits our standards, saving time. This could be added into the company settings. Options include: Report should say: Text [placeholder] Text [placeholder], and "include or exclude underscore".
    Options for placeholders include date printed, company name, report name, etc.

    69 votes
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