4693 results found
-
VAT Return - Next and Previous when reviewing invoices
When reviewing a VAT return documents, the ability to see the invoice without having to go in to bills to pay to find the invoice and review it was great. How about adding a next and previous button to the top of the screen when you left click on an invoice within the VAT return?
At the moment we have to click the x in the top right corner and then left click on the next invoice to review. when review large VAT return with many transactions you can get lost and end up clicking in to an invoice you…
2 votes -
NZ Payroll - Hide Payslip information on desktop Xero Me overview page
My team member complained about the privacy of Xero me Overview page.
The page lists the payslip information on default. It is considered a risk of privacy exposure when people open Xero Me in the office area.
Maybe it would be good to add a funtion in Xero Me overview page to Hide the payslip information.
2 votes -
AU Payroll: Ignore RDO accrual on annual leave
To automatically reduce the RDO accrual when an employee has taken paid leave such as annual leave
7 votes -
Projects: Organise line items chronologically when generating invoice
In Projects
When invoice is created from Projects ( I have Six Staff) It automatically orders this in name order and has mutiple date entries from the Latest date entered.
I then have to ferry each date up the page to order these chronologically so i have the earliest date and each staff member for this date (before starting to add matarials etc)
To make it easier for my clients to read what is entailed for each day.
We need a button to convert invoice to date order as on big jobs this takes me over half an hour ??13 votes -
Payroll: Set a percentage on an employees bank account
Give the ability to set a percentage (i.e) 50% on an employees bank account when paying across more than one bank.
I have an employee who always splits her pay equally between 2 bank accounts, however she is a commission paid rep and therefore each pay amount is different. So the current function is no use to me- which allows a $$ amount to be set only. This is fine for set salaried employees but not for commissioned sales reps.
MYOB had a function where you could set a percentage on how much went to bank account 1, and therefore…12 votes -
Bills - Billed Purchase order to auto-populate reference field
Currently when updating a draft invoice to approved some of the fields self populate (From, date, reference and tax inclusive total).
Can the description field be done the same way instead of copying and pasting?1 vote -
Email Templates - Specific email generated based on 'Item' record selected within invoice
Is there any way to have an invoice email that is generated automatically based on the 'Item' (business > products and services) record selected from within the Invoice?
We send invoices specific to individual contractors each month. These contractors ('Item' within invoice) have unique purchase orders and work order numbers that remain constant each month.
Currently the email generated is a generic email which does not automatically populate the purchase order / work order number.
Is there any way Xero can create an email template per 'Item' (business > products and services) record to minimise our risk of error and…
2 votes -
Xero Files - Email files to Products and Services
Currently the 'attach files' function in the Products and Services (Inventory) only allows attachment of files outside of Xero. It cannot attach files from Xero inbox.
Currently, my client will send documents directly into Xero inbox. I have to open the document, download it and save outside of Xero and attach files to Products and Services. Just too many steps. Would appreciate it if your team can look into this.3 votes -
AU Payroll - Employee Notes Report
It would be great to be able to export a report of all notes on employees contact. We use the notes section to record notes about attendance issues, conversations, warnings given.
2 votesThanks for your idea, Kylie!
You might've noticed that we've recently added a new button to the Payroll menu - Payroll History.
This report keeps track of all the changes recorded in your Payroll History tabs and can be filtered by employee. You can then search 'Notes' to view all of an employee's notes in full on one page.
Whilst this page can't be exported, you can print the resulting page, or copy the values to a blank excel sheet.
Let me know if that solves this one for you, and I'll shift it to delivered 😊
-
Reporting - Daily Sales entry option
For retail Shops Sales.
To put in Daily Sales. Of each stores. As there no function for that in Xero. Only can key in As Invoice2 votes -
Contacts - Show attachments for transactions in the contact overview
Under the Contact, where Xero shows the current account balance and further down the screen we can see all invoices etc for that contact. When I scroll down the list of invoices I'd love to be able to see a little icon that tells me how many files I have uploaded to each invoice. The only way to tell currently is if I click into each invoice and then I can see the number of files attached per the little file icon at the top.
9 votes -
Users - Identify accounting practice users on a clients Xero
It would be good to be able to clearly identify accounting practice users on a clients xero platform. All they see is name and email and it would be good if the accounting firms name was somehow shown to give clients comfort especially where firms outsource work.
1 vote -
Contacts - Short-term notes field
Apart from utilising the Notes function in client profiles, may I suggest a field be added for short term notes (not needed to be archived) to highlight an alert/instruction/warning for all staff when working on a particular client. As an example: do not lodge Tax returns for ABC until Paid.
1 vote -
Chart of Accounts - Ability to remap accounts in bulk
I would like to be able to have a remapping feature (similar to find and recode) but on a bulk stage. It is common that a business operation changes and the previous COA is no longer fit for purpose and updates are needed.
This can be done by having a feature that presents the COA with a current a proposed column. The proposed is automatically mapped to the current if no answer is added. In the proposed there is a drop down item that allows you to remap all historical transactions to a different account or remap.
Post remapping the…
1 vote -
Contact Groups - Ability to set defaults to be applied per group
It would be extremely helpful to be able to assign a range of default settings to either individual contacts, or to contact groups, such as:
- invoice template
- billing cycle (((would also be great to get variable billing cycles as a feature!))
- currencywe have a fair amount of customer hierarchy, which we've been able to somewhat address with contact groups.. but the fundamental lack of configurable options after the group is designated feels hugely wasted.
5 votes -
Apportioning single cost bill line to several projects
Projects Management - There are instances when a bill line item needs to be apportioned/allocated to two or more projects. At the moment the only way to do this is by splitting this line item across several bill lines (as many as projects to allocate to) and then do the allocation. The idea would be to add a "Split" button to the project allocation form, say next to current search field in the form ( not the search at the top but the one next to each billed item), so that current functionally remains i.e. type project in search box…
9 votes -
Bills - Payment files automatically sent to Westpac
To import a payment file into the bank the user must download an ABA or CSV file from Xero and save to their local drive. This file is then manually imported into the bank - this poses a major data security risk. Xero already supports bank feeds with many large banks so there should be an option to import these payment files directly from Xero into the bank.
1 vote -
Reporting - Running scenario analysis with draft transactions
Dave Andrews asked a question.
Edited Tuesday, 15 August 2023 12:36 PMCan one create a report based on DRAFT information eg Draft invoice not approved
Can one create a report based on DRAFT information eg Draft invoice or draft bill (not approved and therefore not posted into the books of account).For example I would like to see what impact certain entries would have on a balance sheet or income statement but dont want to approve them only to see the impact and then subsequently void or reverse them if I am, say unhappy with the outcome ? I…
1 vote -
NZ Payroll: To be able to backdate a change in employees pay
I would like to have the ability to reflect a new increase from the agreed-upon date. Often, salary reviews occur after the financial year-end and need to be backdated. However, Xero does not allow for backdating when other payroll systems do. You have to make a note of the actual start date, which isn't reflected in any reporting, making it not very useful.
Additionally, there should be the ability for an advanced support person to modify information, enabling them to roll back a change. I recently encountered an issue where third-party software changed the review date of a salary to…
1 vote -
Xero Projects - Add GST on entry of tasks and estimated expenses
Have the option to add GST (10%) on tasks (hourly rate) and estimated expenses when creating a project.
1 vote
- Don't see your idea?