4791 results found
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Payroll: Prompt to save on Employee Details tabs
Bring back 'Save' prompts when changes are made but not saved before you navigate away from the tab.
This was previously existing functionality and has now been removed.
4 votes -
AU Payroll: Toggle rounding in pay templates
Turn off rounding in payroll deductions and superannuation in Pay Template. Is it possible to turn off rounding for payroll deductions in pay templates, as we have defined benefit member salary sacrifice percentage rates that are more than two decimals and Xero automatically rounds down or up which creates the designated ATO rate lower or higher than specified. Also payroll deduction amounts for Novated Leasing for pre and post tax amounts are rounding down or up to an amount which then we will have to create a journal later to fix the incorrect amount being direct debited from our bank…
5 votes -
Reporting: New P&L and Balance sheet - Add a link to go back to the report
With the old reports you were able to run the report and then click into one of the GL codes to look at the data. There was then a link "back to P&L / Balance sheet report" which took you back. This is missing in the new report which is very time consuming as it seems you have to start again with running and customising your report.
6 votesThank you for rounding back to confirm, Emily. I’ve changed the title of your idea, and we’ll keep an eye on the interest from the community here.
For now, you can try to use the right click to open a new tab on your browser when opening the transaction or code. We’ll come back here if there’s any news.
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UK Payroll - Automatically update tax code
If I run the payroll on say the 22.07 and then a P6 arrives effective from say 25.07 it wouldn't be updated automatically. Surely it should be updated regardless of whether the date relates to a previous period or not? This frequently happens. I can't think of an example of when you wouldn't want the tax code to update automatically?
8 votes -
Sales | Invoice List - View user that raised
I would really like to see who raised an invoice when it shows on draft invoices page in Xero
It is a pain opening the invoice to see this.1 vote -
Hubdoc - Forward etransfer docs to hubdoc to record transfers in Xero
HubDoc has etransfer option but only supports between non-asset etc accounts. We receive documents each time a transfer between bank accounts occur - or holding accounts eg: stripe payments into our transaction account. Would be great to be able to forward these to hubdoc and the transfer be recorded. Right now, its a manual transaction to be done in Xero.
1 vote -
Sales report - Monthly showing net amounts
We reconcile monthly sales with an internal ordering/salesprocessing system. This is good for checking to see if invoices have been missed and also to make sure that the net sales are the same in Xero too (another fail safe check). There needs to be a sales report that is easy to run off on a monthly basis showing net figures. Currently I have to run a couple of reports off - identify prepayments and delete them in the excel version, then add another column to work out net value. The latter is not always easy as some of our goods…
5 votes -
Billable Expense - Copy billable expense details when copying a bill
Xero to copy billable expense lines when copying a bill or entering a new bill using 'add last items'. At the moment, the nominal lines and split detail are copied but if each line has previously been allocated to a customer as a billable expenses, this is not copied and needs re-entering line by line.
9 votes -
Quotes - Make the Title Field searchable
Why can't we search quotes by title? It would be so useful and its so overlooked by the design team. I have loads of jobs for one client and I have to sift until I find it rather than search my the job name. Please Zero!
6 votes -
Contact | Notes - Edit from main page of a contact
The new notes section is a good idea one of which I suggested however its really not very freindly to use.
its buried at the end of the contact detail which means you have to navigate here.
The window is far too small - want a lot larger window at least 3 times the current box size which would make it easy to see and edit.
Would like it to appear on the invoice page so that one can see and edit as necessary when creating invoices.
There is a lot of white space on the invoices and I feel…1 voteHi Peter, good to get your feedback on this feature and though we appreciate hearing the changes you'd like to see it's good to keep each idea on a separate thread so we can get an understanding of the interest for each alone that the team can consider.
We have an idea surrounding the ability to view contact notes when invoicing over here that I'd recommend joining, and have adjusted the title of your idea here to reflect your first ask of moving this notes section somewhere it could be more readily edited on their record. You're welcome to start new ideas for each of the additional points you've made here.
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Income Statement / Profit & Loss Report - Ability to separate Operating from General Admin expenses
XERO: Reporting Operating Vs. G&A Expenses in Income Statement Report
In the current income statement report, there is no way to split single account between operating and G&A expenses as XERO does not allow tracking on rows. This will result in finalizing reports through excel sheets or the need to duplicate accounts in COA to enable report expenses separately by nature.1 vote -
Receivable and Payable Invoice reports - Ability to add comparative columns
Please create a report on Invoices by contact with comparison periods. Currently there is no functionality to do this, and the closest report you can generate is an income by contract report. However, this report includes all income items, being stimulus, FBT contribution, interest income, client refunds, ato refunds etc. It would be useful to run a report against client contact, so I can quickly compare income for specified periods against clients. This will assist with understand client movements and also will quickly highlight where clients have potentially been under or over charged.
1 voteAppreciate not within the Receivable or Payable Invoice reports at present, Joseph. However depending on your needs you may find the Aged Payable and Receivable reports useful here where you can set and adjust the range for ageing periods.
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Customer Statement - Show in a foreign currency
Statement of Account able to toggle difference currency since we have set a exchange rate should be able to tabulate base on the exchange rate
16 votesHi everyone,
Reiterating what Kelly Munro shared previously, if you're using multi-currency in Xero, invoices issued to a contact in a foreign currency will be shown in the currency it was issued - example attached.
I see there's been new voters over the last couple of months and was hoping some of you could add a comment to describe more specifically what you're looking for, if the example above is not suitable. Let me know if it is though!
For example, do you want to see the ability to show the Customer Statement in a single foreign currency only?
Thanks!
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Bank Rules - Create new Account from a Bank Rule
This feature was included in the old user interface for Bank Rules, and with the new interface that was rolled out, this feature is no longer available. Instead, I'm forced to go to the COA screen to add a new COA code, then refresh my Bank Rules screen to then be able to choose that account. The time this adds, on top of the already manual process to add bank rules, really adds up. I'd love to see this ability again.
5 votes -
UK Payroll - Standalone payroll package
Standalone Payroll - I have a few clients that are payroll only but am unable to service these through Xero which is frustrating having multiple software uses.
Please could Xero initiate a standalone payroll function7 votes -
Dashboard - Shows VAT Return Payment due in x days when payment made
There is a a Bug - Dashboard says under VAT Return Payment due in x days but payment was already made some days ago, properly conconciled with the exact correct amount. Xero should recognise this and not show an amount due in Dashboard which is incorrect.
3 votesIs this something you've noted with our Support team, Simon? If not I'd recommend raising a case with them so they can dig a little deeper into why this amount is still appearing.
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Invoicing - Create individual Payment Instruction using notes from Contacts
Users can easily generate payment instructions using the information in the contact list in Xero rather than doing it manually.
2 votes -
VAT - Ability to sort, filter and search from within tax rate or tax box
VAT - Ability to sort, filter and search what is in each tax box or tax rate when reviewing a tax return. This will help when reviewing a return before submitting.
12 votesHey community, thanks for your interest and feedback on this idea 💡
Did you know that the transaction reports on the VAT return can be exported to Excel format where these can then be sorted/searched and filtered to help review the transactions?
We don’t have any near term plans to expand functionality to develop the ability to sort, filter and search within the tax rate box of the VAT return. If anything changes in the future, we’ll update you on this idea! 📢
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Invoice - Ability to search invoices using account number
When using the search fund for INVOICES current options are: Enter Number, Reference, Contact or Amount. It would be nice to also be able to search by the account number issued to your clients.
14 votes -
Advanced Branding | Purchase Order - Add Customer Contact Name & Contact Number
No idea - this was mentioned 5 years ago but the new system seems to have lost the original idea/moan.
This is a very simple and quick one dev-wise.
The "Purchase Order" needs to simply pull through the "customer name" and "contact number" from their profile - once you have searched for it at the bottom of the PO where it says "Delivery Address".
Every other form uses word doc templates where you can choose your merge field name and it retrieves that information from the contact profile. Why does this form not do it?
This is ridiculously simple to…
3 votes
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