4580 results found
-
Organisation details - Shareholder register
It will be good idea if Xero got facility to have a share holder register (like fixed asset register) with the control account in Equity area or facility to upload share holder details, address, number shares issued, dividends due and paid. currently we maintain this register in excel which is an additional thing to maintain.
4 votes -
AU Payroll - Show mark as paid on the superannuation status page
It would be very helpful if any super that has had the 'Mark as Paid' applied was also shown on the superannuation status page and also on the Superannuation Payments Report too. It is a collaborative QA, transparancy/visibility thing that would be very helpful given we have clients, BASAgents, Bookkeepers and Accountants all trying to make sure a client meets all obligations so showing this would provide good clear confirmation as to what has occured no matter which 'advisor' with permission logged in - we can all support each other this way.
2 votes -
AU Payroll - Track and approve work from home requests through Xero Me
In order to track and approve "Working from Home" requests it would be useful if Xero would enable pay item ("Working from Home") to be created that would function in the same manner as a leave category but was not leave (i.e. would not be reported to the Tax Office as a type of leave).
That way employees could apply to work from home, as they do annual leave, and approved working from home hours would automatically appear on the leave calendar.5 votes -
Inventory - Bulk update/import stock quantities
Ability to have bulk updates and import stock quantities into Xero.
Purpose: To save users time from having to adjust/update inventory one by one.
56 votesThank you to everyone that contributed to the teams research in this space. We wanted to share that discovery for bulk updating stock quantities has been greatly insightful and we're pleased to share that we are moving forward to develop a solution.
We'll shift the idea to working on it as development begins, and as this moves along we'll return when there is more opportunity for you to get involved.
-
Check Register - Set check defaults by bank account
Ability to set a default check style per bank account.
On the operating account the check stock has the check on the top, on the payroll account, the check stock has the check in the middle, and on the sales tax account, the check stock has the check on the bottom. Three separate checking accounts, three separate styles.
It would be nice to have a setting where you can say, "if a check is generated from the operating account, apply the operating account style."
2 votes -
Xero - Sync multiple Xero organisations to an external invoice program
Be able to sync multiple Xero organisations to the one external program (for us it's Splose) to allow invoicing from one program to split to appropriate Xero organisation.
2 votes -
Fixed Assets - Ability to select account/s for disposal
Currently, the accounts you choose for fixed asset additions and accumulated depreciation are also used for disposal and depreciation on disposal. It would be helpful to be able to choose different accounts for the disposal transactions from those used for additions.
For example, fixed asset additions would go to an 'additions' account, depreciation in the year goes to a 'depreciation charge' account. Disposals go to 'cost of disposals' and 'depreciation on disposals accounts'. This keeps everything separate and mirrors the corresponding figures required for Ltd Company statutory accounts in the UK.
Being able to choose different accounts makes it easier…
5 votes -
Fixed Assets - Automatically update depreciation start date when changing year end dates
It would be great if Xero dealt with changing balance dates more efficiently. If the balance date changes it should be able to automatically calculate the opening book value, then calculate the depreciation for the new financial year end as per usual. Currently its very manual and time consuming as it reverses all journals posted since you started using Xeros fixed asset feature. Very odd and very frustrating!
16 votesHi all, we wanted to round back here to share for those in the UK that we've now added the ability for you to create a short transition period (between 1 month and 12 months long) when changing the Financial Year End date.
To recap for anyone new coming across the idea - Aligning with the UK basis period reforms we've made a change to Financial settings so you can add start and end dates to different periods. This change impacts multiple areas of Xero.
- Fixed assets will draw on this information, to prevent any loss of historic information when your year end changes. Everything will automatically be calculated for you based on the period start and end dates you set in Financial Settings.
- The same applies in Reporting. All historic reports will be protected. And you’ll have accurate comparison periods even across varied financial years.
- In Xero Tax,…
-
Multicurrency: Bug - invoices show "outstanding bills" in wrong currency when viewed online
The "Outstanding bills" amount shown when viewing an invoice online is always shown in the Xero base currency, even when the invoice is in a different currency. This is not a good customer experience for international customers.
Specific example: My base currency in Xero is NZD. When I send an invoice to an Australian client the invoice is in AUD. When the client views the invoice online, it has AUD for the invoice amount, but in the blue bar at the top it shows "Outstanding bills" in NZD.
Example screenshot attached.
In Xero we have assigned "Australian Dollar" as the…
2 votes -
Bank Feed - Direct feed for BPoint (Commonwealth Bank Group)
We would like the option to setup a data feed in our Xero file for BPoint transactions to feed directly into Xero (like we have a data feed for our CBA business account). Currently these transactions come in through the CBA business account with no detail other than that they are a BPoint payment, whereas if we had the BPoint data feed setup we could receive all of this information (client name, invoice number, amount etc) to reconcile automatically.
7 votes -
Xero Expenses - Create receipt from body of email
I would like to be able to forward receipts I have received via email which are NOT attachments, but are inline / html receipts, and have Xero read them, like Expensify can.
I waste so much time receiving emailed receipts (BPME for example) which I then have to save as a PDF and forward / upload.
13 votesHi James, to clarify would this be when using Xero Expenses app to submit receipts or when emailing bills to your organisation? Thanks
-
AU Payroll - Exclude Zero Balances on Payroll Reports
Payroll Reports - When generating reports I would love to be able to tick a button to say 'EXCLUDE ZERO' balances.
2 votes -
AU Payroll - Show employee's last pay period figures in current draft pay run
Ability to show or report the variances/differences between the draft payrun and the prior period payrun.
This would save a huge amount of time going through each payslip to ensure the usual pay is being processed and nothing has been accidentally added or missed.
Especially when you have a large number of employees.3 votesHi team, while it's not possible to view the previous pay periods figures for comparison in the current pay period, you could open the previous pay period overview in a separate browser window. Meaning you can compare the two pay runs without having to go back and forth between them.
-
Top Customers Report - Ability to show chart in Net figures
To be able to run Top Customers report showing the net figures and not just gross.
12 votesAaah thanks for the clarification, Vicky and Alex. You could use the Management report to add the Top Customers report. Appreciate that the chart itself displays for Gross figures right now. We'll continue gathering interest for this here.
In regards to the sort order of the report - By default contacts will be sorted by the Gross column, however you can add a Net column and re-sort by clicking on any column header. 🙂
-
NZ Payroll - Update Days Paid in draft pay run to reflect timesheet hours
"Days paid" on timesheet defaults to number of days loaded in "Salary & Wages".
It needs to be overridden to actual days worked for the week when a timesheet is approved. Many staff work more or less days than the average and changing each one manually is incredibly cumbersome and has a huge margin for error3 votes -
Account Transactions Report - Show date transaction was raised
For the account transactions report please can you add more column options to include the contact/supplier name and entered date. This is helpful in analysing the transaction data further.
43 votes -
Bank Reconciliation - Untick 'Show (currency) items only' by default
Ability to untick the option of ‘Show currency items only’ by default.
Purpose: To avoid confusion especially for users who are dealing with multiple currencies.
46 votes -
AU Payroll - Assign an employee to more than one pay calendar
Ability to switch between payroll calendars for an employee with multiple roles eg Jane is on the weekly payroll for her role as studio manager. She is also paid monthly super only for her roles as a sub-contractor yoga teacher.
So far we have managed this by posting Jane's weekly pay, and then switching the payroll calender to process the super and then switching it back again. The problem is that if Jane is already in a draft weekly payrun the calendar can't be switched until the draft payrun is processed. This makes the process fiddly.
6 votes -
Projects - Add Invoice Paid Column to Project Summary Report
We've started using Projects and I've created a test project, sales and purchase invoice and have marked the sales invoice as paid.
However the project summary report doesn't show that the client/sales invoice has been paid and this is so important for us to be able to plan our payment run for the direct costs relating to that client/project.
Can this field be added to the report?
3 votes -
Recent Bills report - Reinstate "View recent bills report"
The "View recent bills report" functionality on a Contact page has changed since the new reporting was deployed this week. Previously, if you clicked on the link you would see a nice list of all approved bills for that vendor whether paid or not. This functionality has now changed and is effectively useless. Yes, you can get the same info by going into Business/bills to pay but that it is more clunky. Thank you.
2 votes
- Don't see your idea?