4681 results found
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Expenses Report - Including billable expense assignment
Would really appreciate the ability to export expense claims for an individual employee for a defined period which shows which are billable to a client and those that are not.
Currently the Expense Claim Detail report only shows aged (unpaid) expenses and the Account Transactions Report shows all expenses whether paid, unpaid or submitted, but doesn't differentiate those that are general expenses from those that can be billed to Clients (Customers).
Hard to believe we are the first small business to request this functionality.
12 votes -
Xero Accounting app | Bank feed - Ability to refresh
Given that your bank feeds constantly don’t work, it would be great if they could be refreshed via the app, rather than having to login to a computer.
4 votesHi Tahnee, the process can slightly differ from bank to bank. Is there a specific bank connection you'd find this most useful for?
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UK Payroll - Email payslips before posting pay run.
Allowing the payslips to be emailed before posting to HMRC to check for any errors would be great. We have multiple users involved in the payroll data input and there are usually one or two errors as there are many expenses claims. Being able to do this would make life so much easier for us.
13 votesThanks for your interest and feedback on this idea, everyone. Currently, you can View Payslips from within the draft pay run by clicking into Options > View Payslips.
From here you could download and email the payslips from outside Xero.
Though no plans at present, if anything changes in this space, we’ll update you on this idea.
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Business Snapshot - Ability to show monthly and quarterly comparatives
In the Business Snapshot all of the comparatives are to previous year. In a startup this isn't meaningful as prior year balances are nil, but month-to-month or quarter-to-quarter comparatives would be super useful. In established businesses also, monthly and quarterly comparatives can be very useful.
17 votes -
Statements - Increase size of email template box when sending statements
Could you increase the size of the email statements UI - ie the dialogue box that opens when you email statements or activity and you can revise the template.
The font is tiny and the window is also tiny.
Or allow a zoom, or to enlarge the dialogue box.
I've made embarrassing typos....1 vote -
Bills | Awaiting Payment - Highlight the Planned date
Bills - Highlight the “Planned date” (in red or bold) as you select the date.
This would assist greatly when batching weekly and monthly payment batches and working alphabetically.
The Bills screen is very busy.
Thank you3 votes -
Quotes - Ability to send multiple quotes to one email address
The ability to send multiple (or up to 10) quotes to one email address
9 votes -
Prepayment - Automatic allocation when an invoice is raised
It would be great if you could automatically allocate prepayments to an invoice once the invoice has been created. Or at least receive notification that a prepayment exists so you can manually receipt it.
We are experiencing that clients have made extra repayments (prepayments) but when the invoice is created and sent to the client they pay the amount on the invoice and the prepayments are still sitting in the system, meaning we then have to issue a refund.
It would be helpful if the negative balance of the prepayment would sit under the clients name so when you are…
11 votes -
AU Payroll - Allow non employees to submit timesheets through web and Xero Me
Create timesheet availability to Contractors set up in Xero payroll as Non employee.
Currently this is only available to employees.Require the ability to process timesheets to pay Subcontractors for hours worked on site so Super is taken into account but PAYG is not applicable.
Currently not available to STP2 category Contractor 'Non Employees'19 votes -
Batch Payments: Show customer names in Bank Reconciliation instead of 'multiple items'
Ability to display customer names when users reconcile batch payments.
Purpose: It saves users’ time from having to open the payment individually to check the customer’s name.
90 votes -
Navigation - Quick access to last few pages accessed
On the taskbar, it would be useful to have a dropdown option to link through to the last few pages that you have accessed. Maybe the last 10 pages accessed would be good, a mixture of recent searches and recent transactions. I know QBO has this and I use it a lot for navigating.
For example, when I run a P&L and drill down to a specific bill, sometimes I would make an amendment to said bill. When I save and go back it spits me out at the CoA when I want to return to the P&L. So instead…
2 votes -
AU Payroll - Support for nonregulated super funds
SUPER NON Regulated Super Fund Set Up - There are many Non Regulated Super funds out there and Xero only provides a list of Regulated Super Fund name to choose/ set up under payroll settings so when an employee has a NON Regulated Super Fund you can not set up or choose in the Employee card. The current work around is to Choose another Super Fund name (fraught with danger) in the Employee card then make manual payments. Making manual payments is not an issue however, choosing another Super fund name that is not correct is not an appropriate work…
4 votes -
Cash Coding - Split transactions in cash coding using percentages
It would be great to be able to toggle between amount and percentage when splitting a transaction from cas coding.
1 vote -
Add Projects to the Quick + link
ADD PROJECT TO THE QUICK +
1 vote -
Bank reconcilliation - Allocate account transactions against each other.
Add a function to allocate transactions in an account against each other so you can easily identify which transactions are making up the balance (e.g. in a PAYE you would allocate the payment to HMRC against the payroll journal).
1 vote -
AU Payroll - Automatically transfer PAYGW and Superannuation liabilities to separate bank account
My small business client came up the idea that when we download the aba file for our payroll, it would be great to have the option to pay total PAYGW & super liabilities into a nominated bank account.
This sets aside the money ready for the BAS'es, IAS'es and super.1 vote -
Invoices - Add a notification when the repeating invoice ends
Get notified when a repeating invoice ends.
1 vote -
Xero Expenses - Ability to overwrite VAT amount
When uploading a 20% vat rate expense via the Xero Expense App please allow for the VAT box to be overwritten if required. This is an issue when the Xero rounding is different to that on the receipt, usually by 1p.
Thanks
Andrew10 votes -
Bank feeds - Support for South African payment processors (PayFast, Payflex, PayJustNow, Ozow, etc)
While our primary business banking account transactions import automatically via a bank feed, the process of importing the transactions from our payment processors/gateways into their respective bank accounts in Xero are manual and add many hours of admin - there is already some integration with these gateways to support payments and this could be extended to include transactions flowing into Xero.
3 votes -
Reporting - Save default settings for Aged Receivables Detail
One of the most irritating features when using the Aged Receivables Detail report for Credit Control purposes (downloading to Excel and pasting into an email) is that when selecting the Date Range under Aging periods and the Invoice Date under Aging By, it continuously defaults back to the first option.
Kindly allow the setting of a default to prevent the system from continuously defaulting back to the system setting.
1 vote
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