4693 results found
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UK Payroll - Multiple workplace pension contribution levels
UK payroll - Have the ability to fully process 2 workplace pension schemes. We have 2 contribution schedules, one basic minimum level, one at higher levels. Sage can process both of these and send the correct contribution amounts to NEST. XERO is unable to do this and requires manual intervention in XERO and at NEST. This is crazy, surely I am not the only one with more than one set of contribution schedules?????
27 votes -
Recent Bill Report - ability to set custom date range
Issue - When accessing the Recent Bill Report from the contact screen the automatic date range is the most current month. If you require anything longer this requires multiple steps to rectify.
Purpose - To show relevant recent bills depending on the contact/entity, not just the bills in the current month.
Solution - Have an option to set a custom date range that automatically loads when clicking this report. This custom date range could vary from entity to entity.
1 vote -
Quotes - View all outstanding/back order items for all of a customer's quotes
When entering a quotation, is it at all possible to do a selection per customer so that we can print out a "back order"list from the quotation. This will enable us to see the customer's name and description for all outstanding orders. Then we dont have to go into each and every quote seperately?
1 vote -
UK Payroll - Automatically send payslips when pay run is posted
To save remembering to do manually, Xero could automatically send payslips as soon as the payrun is created/clicked.
1 vote -
NZ Payroll - Timesheets - Approve and view next option
When entering information on time sheets for employees, the ability to hit "next" to move onto the next employee once you have approved the time sheet rather than having to go back out to the main timesheet menu, find the appropriate timesheet on the drop down list & go back in to enter the timesheet for the next employee.
22 votes -
Xero Project reports - Click into transaction from report
Xero Project feature idea
- drill down transaction from Xero Project reporting
- Report template Xero Project layout can not be saved to custom report template
- assign project to Payroll
- Inactive jobs, still showing in the list although its in the different section, in my opinion the inactive project should not show up at all, should make the same like employee list where there is a dongle to show inactive Projects.
9 votesAppreciate you have a few ideas for Projects here. We try to keep 1 idea per thread so others understand what they are voting for and we can clearly share the information back with our Product teams.
I've changed the title of your idea here to reflect your first idea and welcome you to create new ones for the other ideas that you've suggested.
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UK Payroll - Add apprenticeship levy
Add functionality for Apprenticeship Levy in Xero payroll for businesses with +£3m wage bill
18 votes -
Purchase Orders - Option to move back to Draft status
Purchase orders should be able to go from approved back to draft inside XERO so that integration to other stock systems does not fail when changes are made in 3rd party stock management systems.
1 vote -
Aged Receivables report: Include reporting on 'time-to-pay'
To be able to view at a glance the 'period taken from a customer to pay invoices' from the Due Date to when the funds have reached the supplier's bank account. This is instead of exporting the Xero report in an excel sheet and then adding a formula to calculate the difference between the two dates. Surely with all the information already stored in the Xero account, this option shouldn't be too difficult to add. Thank you.
8 votes -
Chart of Accounts - Edit / Add account types
It would be very useful to be able to change the names of the General Ledger Account Types. Also Fixed Assets should be changed to Capital Assets because Capital Assets is really the applicable term because not all Fixed Assets fixed. Machinery, equipment, rolling stocks......
6 votes -
Projects: Update inventory when a tracked inventory item is added as an expense
Update inventory when it is posted as an expense to a project as this makes more sense as clients use the project reports to calculate WIP and it is annoying to have to constantly check which inventory figures have been applied and deduct this from the inventory. It also means when projects are billed this actually reduced the stock figure as this only happens when you invoice the project for the tasks and expenses whereas currently invoicing using the project amount does not update the inventory.
12 votes -
Inventory - Airtable Integration
It would be great if there was Inventory integration with Airtable (Airtable.com) to keep proper adjustment of our inventories. It’s a much easier to use system, for small business, that needs less support.
1 vote -
Projects - Ability to assign expenses to individual tasks
It would be great to have a way of linking expenses on a project to an individual task so your invoices and quotes are much more streamlined and broken down into the tasks (especially when working on larger projects with many tasks and expenses)
Something along the line of:
when entering an estimated expense/expense into the project as well as having all the current tabs, having a another tab to 'assign to task' . When generating a quote/invoice you will then only have the task name and it will have combined the hours and materials listed.12 votes -
Contacts | Payments - Direct debit file upload
Want to create a AFI file in Xero to collect payments directly from my client's via direct debit.
9 votesHi 👋 you can set up direct debit payment services with GoCardless which enables more seamless payment collection from your customers.
Being rather security conscious we don't have any plans for enabling export of this sort of information from Xero any time in the near future and you may want to explore other options like the GoCardless integration for now.
We'll keep an eye on the interest for this here.
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Xero Accounting app - Manually edit tax amount
The Xero App currently does not allow you to manually edit the tax amount on bills, and therefore in turn means you cannot approve bills with any tax adjustments made via the App.
I'd like for this to become a feature to save any approvers having to log into Xero in another way just to approve a bill.
3 votes -
My Xero - Permanently remove cancelled org from list
Ability to completely remove from the My Xero homepage cancelled Xero organisations. Currently, you can list no fewer than 10 items per page, so if you have say 4 active organisations and 6 cancelled organisations, you are 'forced' to look at the list of cancelled organisations every time you log in, even if the entities have long been deregistered and there is no chance that you will resubscribe to them.
5 votes -
Invoice Only Access - View Contact History
Users with the Invoice Only (Approve and Pay) role should be able to view historic invoices/credite notes/bills for a customer or supplier within their contact page.
5 votes -
Chart of Accounts - Add cash on hand account type
I would like to add an "Account Type" called Cash on Hand that would sit as a heading on the Balance Sheet Just like Bank, Curent Assets etc does. We have various sources of this account type, and I would like to group them rather than them sitting in current assets as they currently do. They are not technically bank accounts, so don't want them under that heading.
1 vote -
Custom Report - Ability to create formula with any column
Custom Reports
The formula feature only appears to work for columns that are located to the left of the formula column.
Each column has a name, surely the name is the important element and not the position of the column on the report.
Can the formula feature be amended so that columns from anywhere in the report can be included6 votes -
Reporting - Add a Budget column to the Cash Summary
The profit and loss report has an option to put in the budgeted figures when you edit the layout. Can this option also be introduced to the Cash summary report please. Some of my fruit farmers love to see that figures as well compared to the actual figures.
27 votes
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