4701 results found
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Quotes - Ability to create multi-section quote
Multiple sections in a single quote with their own separate totals.
Purpose: when quoting on similar products with different pricing to present to a client, with their own separate totals. Currently, we have to send a separate quote to the same client which means they're receiving multiple emails from us.
22 votes -
Bank rules - Run this rule on 'selected' bank accounts, instead of all or just one
It would be great to have the option when creating a bank rule to tick the bank accounts to run the rule on, as opposed to having ALL or just one. We often need to run the rule on say three of the five bank accounts, and are forced to set up three identical bank rules just so we can select each account, as we don't want to run the rule on all five accounts. This is particularly prevalent when using tracking categories. Some entities have different bank accounts for different areas of their business and when coding we'd like…
10 votes -
Expense claims - Add employee group
Automatically populate the tracking category of expenses bases on the Employee's Employee Group
Purpose: To save users' time from entering their team manually
1 vote -
AU Payroll: Include child support deductions in .aba file
Under the employees deductions sections during payroll, if one has salary sacrifice, child support, and any other deductions, you have to process the pay run initially. And then you would have to manually do a separate payment to a payee
Is it possible to have a payee that can be linked to the payroll deductions. Meaning when you run your payroll, the deductions will go against the payee and when the payroll aba file is created, the payee will be included in that aba file
14 votes -
Bank Reconciliation - Match payment to more than 50 invoices
I would like to see the limitation of receiving payment on 50 inovices be increased or removed completely. I Have a trucking company that issues hundreds of trip invoices to it's customers and the limit of receiving payment on 50 invoices at a time doesnt work for them.
4 votes -
AU/NZ Payroll - Create a shared Calendar
Integration of all employee leave taken with a shared calendar in outlook or calendar in Xero itself that everyone can view to see who is on leave and when.
38 votes -
Reporting - Summary view of all bank account transactions with comments in the 'Discuss' tab
It'd be nice for there to be a 'Summary' view in Xero where the client can go to see and address all transactions with 'Discuss' comments.
It'd be nice to send the client a link directly to this view, or to be able to send a notification (with automated reminders) directly from Xero prompting the client to address these comments, WITH a link that takes them right to this view.
In this view, it'd be nice to...
(1) see which user posted each comment,
(2) be able to upload support directly into each transaction (which then stays with the transaction…4 votes -
Payroll UK - Increase the number of employees from 200
Are you likely to increase the number of employees you can have in Xero to more than 200? We don't want to move from Xero but may have to if the numbers can't be increased.
4 votes -
UK Payroll - Automatically assign employee number when bulk importing new employees
There is a new feature on Xero Payroll that creates employee numbers automatically on employee creation. A great new feature, it gets my vote. It would be good if this worked for bulk import, e.g. by setting the employee number field in the import as blank. (When I tried this it didn't work).
2 votes -
Invoices - Invoice Import Tax Default Option
When you import a tax invoice file you get to select when the invoice amount are either Tax Exclusive or Tax Inclusive.
The default radio button option is always set as Tax Exclusive.
It would be nice to be able to change this default setting so that the default option can be set to tax inclusive. I know it's a minor thing and while it might not save a lot of time, if all of your tax imports are GST inclusive, having the option to have this set as default so you don't have to remember to change it would…4 votes -
Bills - Show Bill payment reference
When suppliers are paid, the payment is given a reference, and this is then used to file paperwork. We can no longer see the payment reference when reviewing paid supplier invoices. Please bring this back.
3 votes -
AU Payroll - Add Seasonal Worker option for income type/tax scale
Xero needs to have an option in either Income Type or Tax Scale for employees on the Seasonal Worker Program, ie PALM Workers, so that the system automatically taxes them at the flat rate of 15%.
At the moment I have approx 33 such employees and I must adjust their tax in every single payrun.
The ATO have a specific code (W > P) that should be used for these workers under STP Phase 2 reporting. I refer you to the table at the following website page: https://www.ato.gov.au/Business/Single-Touch-Payroll/In-detail/Single-Touch-Payroll-Phase-2-employer-reporting-guidelines/?page=5#Tax_treatment
4 votes -
Projects - Connect and sync with Xero Me
It would be excellent if employees could add the time used in a project to their timesheet via Xero Me.
They have the assign project/s showing in their timesheet where they can add the hours used on it.
For example:
Monday
Ordinary hours- Idea court project: 4.5h
Ordinary hours- Flower street project: 3hTuesday
Ordinary hours- Idea court project: 7.5hWednesday
Ordinary hours- Flower street project: 5h
Ordinary hours- Cloud avenue project 2.5hAnd so on. Then of there is overtime they could add that as same way then the ordinary hours.
Also when the assigned employee adds the hours…12 votes -
AU Payroll: super maximum contribution base
Employers are only required to pay superannuation guarantee up to a quarterly threshold (maximum contribution base). At the moment Xero doesn’t cap the super at this level, and will allow super above the cap to be booked. (In fact, to limit the super at the cap requires a work-around adding 2 lines, one with 0% super and another with the fixed amount up to the cap.). Employers can easily overpay their employees’ super. This functionality needs to be built into Xero.
77 votes -
AU Payroll: Permission - Function to allow leave authorisers to view Leave Calendar
It would be great for those Approving Leave, to also be able to View the Leave Calendar that is currently available to Payroll Admin users in the Overview Window. Those approving leave need to know who else is on leave for the requested period, which we currently replicate in our Email Calendars, however it would be great to take this step out, it will reduce time and eliminate errors.
51 votes -
UK Payroll - Automatically detect payroll payments during reconciliation
Payroll/Wages Payable Reconciliation
It is quiet difficult in Xero to find out wages payable error done because there is no system of matching wages payment with the payroll journal at the transaction allocation stage.
e.g. as we get the suggestions to allocate a payment received against an invoice, it should be similar with the wages.
If there is any over/under payment it will be detected at the transaction allocation stage as there won't be any matching payroll transaction existing. This feature is there in MYOB. This is the only reason where I find MYOB better than Xero.
Sometimes client does…5 votes -
Contacts - Add 'invoice description' to Supplier & Customer activity feed
I would like to ask if there is a possibility of having on suppliers' and customers' activity bar (please see attached screenshot, what I mean) and one more column - bill/invoice description? I used to work with QuickBooks, and they had this feature, which was very helpful.
6 votes -
Navigation - Return to previous screen after viewing/editing a transaction
Ability to return to the previous screen after the user edited a transaction.
Purpose: To make users easily continue working on the previous page rather than having to navigate from the different page again.
98 votes -
User - Restore deleted user
Once a user is deleted it would be helpful to have a list of deleted users, where you can then restore from if needed.
1 vote -
Contacts - UK specific address fields in contact record
At present when editing a contact, the fields are in USA format with Zip code and State - it would be much better for the UK if we could see Postcode and County
3 votes
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