4791 results found
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Invoice Payment - Automatically asking customer to register Auto pay
I will like an option that will force customer to register to Auto Pay.
All our customers agreed to use Auto Pay and most of them "forgets" or "don't see" the Auto Pay checkbox option. So, what happens, they pay thinking they have subscribed to Auto Pay.
This option will make our billing management so much easier.
A quick fix to that issue could be the following:
When they select the button "Set up auto pay", then the Auto Pay checkbox should at least be already selected.8 votes -
AU Payroll - Do not update historical payslips when new leave balances are added
We recently had an employee which had a leave type reinstated after a period of over 12 months of it not being used. There was a balance sitting in there for the duration of time that it wasn’t active, and therefore not showing on any payslips that were provided to the employee or filed. We are now in a position that we had to reactive this leave type to be in line with STP requirements and showing leave loading on a separate line. When we reactivated this leave type, ALL payslips for the period of over 12 months were updated…
2 votes -
Reporting - Import report template
The ability to import report templates for financial reports
7 votes -
Invoice - Show Domestic Reverse Charge VAT on Invoices
Show the total amount of Domestic Reverse Charge VAT on an invoice, to make it clear to the customer what is due by them.
It is not necessary to show the VAT amount on each line, when it is the same for the whole invoice.
While Xero may be compliant with HMRC, it is not right for businesses who are being repeatedly asked for this information to be shown on invoices. It would be a simple fix for Xero as the functionality is already in place.This is on a discussion thread with plenty of users requesting the same thing.
7 votes -
Fixed Asset Module - Automate Asset Type
When items get posted into fixed asset module from bills, why isn't the asset type automatically fed from the account it was posted to? This just creates unnecessary work having to assign them manually!
2 votes -
Contacts - Ability to set a list of countries that a contact can be added
It would be good to be able pick from a pre-defined list of countries. This would enable clean data entry. Also we are syncing data with Hubspot and it is causing issues with matching to pre-defined lists with the CRM
2 votes -
AU Payroll - Change earnings rate for ETP pay items
Customisation of ETP preferences to allow drop down menu for rate of pay as only lump sum payment is currently available. Example: terminated employee to receive 2 weeks pay in Lieu of notice. It would be helpful to have the option for Rate per Unit rather than a Fixed Amount only
4 votes -
Create report - comparative periods
I'm creating a new report at the request of a client and I want to be able to add the selection of periods to compare, but ... it doesn't give me the option. Please can you add this to the 'create reports' function , and then, we can really create, beautiful and meaningful reports for our clients.
1 voteHi Bernie, when you say you're creating a new report for a client would this be with the Blank report in Xero?
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Account Transactions - Add transaction notes with CSV statement import
In Xero it is possible to add notes to spend money and receive money transactions, however, this field is missing for imports. The import documentation doesn't show a notes field:
https://central.xero.com/s/article/Import-a-precoded-CSV-bank-statement
The Description and Reference fields are intended to be from the bank statement, however, Xero has a notes function once you enter a spend or receive money. That's where I want to add a note during import.
Please add this feature.
Thanks
1 vote -
NZ Payroll: Annual earnings certificate for contractors
Currently we have employees and contractors paid fortnightly through payroll. When printing annual earnings certificates the cert list contractors as employees rather than contractors and scores xero's for kiwisaver deductions and other taxes etc.
We need to be able to print different annual earnings certs that reflect info for employees, and reflect info for contractors with different titles on cert as contractor, not employee.
1 vote -
Xero Accounting app - Bank reconciliation - allow foreign currency payments to be reconciled
Xero allows invoices to be created in a foreign currency (with the premium subscription plan) but when clients make these payments (which get converted to the base currency) they are not able to be reconciled in the Xero app as both the currency and amount are different so they don’t match.
On the web, there is an option that can be unchecked to show foreign currency items, which then allows the payment to be reconciled. In my case it is ‘show NZD items only’.
A similar item would ideally be added to the Xero app so those paid in a…
10 votes -
NZ Payroll - Birthday reminders for contracted staff
Enable option to enter birthdate for contractors in payroll. Our contractors have been with us for years and we like to recognise their birthdays. Since xero payroll integrates with Finlerts LeaveCal and Google Calendar, this would make this a breeze :-)
4 votes -
NZ Payroll - Show daily breakdown of ordinary hours on payslip
Show pay items (hours) per day on pay slip. So the employee can check hours paid on given day in the pay period and are able to easily check their pay/hours against there records. In my case employees don't have access to timesheets in Xero but even if they did would make it easier to check in one place
4 votes -
New Account Summary Report - Search by Account Code
The new Account Summary Report needs the Account Code in the drop down list. Currently it only has the names of the accounts. There is no option to show or hide the Account Code. Sometimes I work with the account codes and not names. I need the ability to type the code in as well.
5 votes -
Xero Me: Demo app
Xero Me App - Testing
It would be great if we could test the Xero Me app (similar to how we can with the Demo Company for Xero) to be able to see what employees see.
6 votes -
Bank rules - Ability to assign Billable Expense
Banks Rules - Add Billable Expense
This will save the company a lot of time having to manually set a billable expense when we need to on-charge a certain % of a recurring transaction
8 votes -
UK Payroll: Breakdown of NIC on P32
I have been in dispute with HMRC over an amended FPS submission. Having the employee and employer NI contributions broken down would have been a great help to me.
5 votes -
Projects | Contacts - Ability to select persons to Include in emails
XERO Projects, Could contact details i.e email addresses and phone number be assigned to a specific project, these would normally be different from the original company contacts details. This would mean the right persons would receive the invoices or quotes sent from a particular XERO project. Could this be done within the project tab.
6 votes -
VAT Return(SA) - Sort by column header
We need the ability to sort the data in the VAT Report table.
This will make it much easier to review all the transactions to check that everything has been properly allocated.
4 votes -
Manual Journals - Automate process of journaling income allocations for stakeholders
why can't we set up income allocations by %, not jnl , as every time you change something , you need to redo your jnl, update work papers etc. There must times when finals have been sent out ( Urgent) and this has been over looked
This is a rather backwards step, esp when a trust could have 10 beneficiaries and need to do jnls ?!
Would also affect partnerships, they would be the easiest to fix as majority would be a 50/505 votes
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