4711 results found
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UK Payroll - Seamless Payroll Integration with Crezco
To enhance efficiency and save time, it would be highly beneficial to integrate the payroll system in Xero with Crezco Online Banking. This integration would allow wages to be paid directly through Xero, similar to how bills are currently managed. By automating the connection between Xero's payroll system and Crezco, users could avoid the manual process of downloading payroll documents, uploading them to Crezco, and processing payments. This streamlined approach would significantly reduce administrative tasks and improve overall productivity.
3 votes -
Invoices - Add a "Add payment and send invoice" button
Can you add a "Add payment and send invoice" button on the payment option, if the customer has paid straight away, I have to add the payment, it then exits the screen, you have the option to send a receipt (but no invoice?) and you have to go back into the transaction to send a paid invoice to the customer
1 voteHey Olga, thanks for your engagement and for sharing this great idea with the community.
We've reviewed your suggestion to add an "Add payment and send invoice" button. We can see how this would streamline the process when a customer pays straight away, saving you the current hassle of adding the payment and then having to go back into the transaction to send the paid invoice.
Your idea is now open to gain support from other community members. Along with votes, others can now comment to share how this improved workflow could enhance their own experience with Xero. 🙂
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Bill Payments - Copy documents attached to a "Bill to Pay" entry into the bill payment transaction.
Currently, documents (invoices) that are attached to a "Bill to Pay" entry do not copy over to the bill payment transaction at reconciliation. You have to go to the (reconciled) account transaction and manually add the same documents again !
I'm told by xero this is because the Bill to Pay and actual bill payment are 2 separate transactions and the "documents" icon and process apply only to the transaction being processed at the time.
This is silly. It is doing the same thing twice - and requires you remember to do it anyway!
I thought automation was designed to…1 voteThanks for sharing this suggestion, Richard.
We appreciate you letting us know about the changes that matter to you. We've reviewed your idea for having documents attached to a bill automatically copy over to the final bill payment transaction. We can see how this would save a lot of time and remove the current double-handling of having to attach the same file again post-reconciliation.
This idea is now open to gain support from other members of the community. Along with votes, others can now comment to share more detail on how this improved workflow would help their experience with Xero. 🙂
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Pricing Plans - Add Partnership Tax Return (PTR) to base Xero package
The Australian Taxation Office (ATO) allows partners to fill out and submit a Partnership Tax Return (PTR) without being a registered tax agent or accountant. However, TPR is currently only available in Xero Tax, which is a professional tax preparation software package designed specifically (and only) for registered tax agents and accountants.
Can I request that (like BAS and TPAR) the PTR report and lodgement features be made available in the base Xero software?
1 voteThanks for sharing your idea to add the Partnership Tax Return (PTR) to our base Xero packages.
We're grateful for your engagement and letting us know the changes that matter to you and your business partnership.
We've reviewed your idea and now it can gain support from other community members. Along with votes, others can now comment to share additional detail about how including PTR lodgement in the standard Xero software could improve their experience.
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Business snapshot - Link to default custom Profit & Loss Report
Business snapshot - link to default custom Profit & Loss Report
We use a custom Profit & Loss Report which is default.
Unfortunately the Business snapshot links to the standard xero Profit & Loss Report not the custom default Profit & Loss report.
Can the Business snapshot be changed to link to the custom default reports?3 votes -
AU Payroll - Leave Accrual - Correct decimal places to stop over accrual.
Xero uses 4 decimal places when calculating leave accruals. As it doesn't use the standard 5 decimal places, like most payroll software, the amount of leave entitlement that you record from this in the liability account in the balance sheet and P&L expense is more than it should be.
But the bigger problem this is causing is the fact that it is actually giving the employee more accrued leave than they are entitled to.
Even though this is a small amount against each payroll, this will build up very quickly over time and as more & more employees are added,…
2 votes -
Quotes - Split quotes into multiple invoices with relationships and automatic “Mark as invoiced” functionality
Our work is often quoted at the project level, with invoices being issued monthly for the duration of the project until the quoted amount has been paid and the project completed.
Currently, we create the quote, and then subsequently create invoices - manually keeping track until the quoted amount has been invoiced, at which point we mark the quote as invoiced.
It would be helpful if;
- We could split the quote into N invoices automatically with the total invoiced amount over N invoices equalling the amount in the selected quote.OR
- When a quote is marked as accepted but…
2 votes -
Projects - Ability to upload a file to Project
The ability to upload a file into individual projects directly rather than via bill allocation. Would like to be able to upload customer order, for example.
3 votes -
AU Payroll - Add default hours for Public Holiday
Add default hours for Public Holiday's based on the employee's standard work pattern.
3 votes -
Bills - Add planned payment date from inside the bill with a default of the due date.
Add planned pay date automatically as the due date or add a field into the bill entry screen so that you dont have to go back and add it from the bill list view.
Just a suggestion which i think lots of people would find helpful. It would give real time data from the bill screen and saves going into the bill list to add the planned payment date for the categories at the top to populate correctly.
I I believe that this enhancement would be beneficial for many users, as it would definitely save time by reducing the number…
1 voteHey Sarah, thanks for your suggestion to add a planned pay date field directly on the bill entry screen.
We're grateful for your engagement and for sharing ideas that can help make Xero more efficient. We can see how this would save time by reducing the number of steps required to set a planned payment date.
We've reviewed your idea, and it's now ready to gain support from other community members. Along with votes, others can now comment to share more detail about how this enhancement could improve their workflow and help them manage their cash flow more effectively.🙂
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Chart of Accounts - Click on the padlock icon of a locked account to redirect you to bank rules.
For Advisors only: if a padlock is present on an account of the COA I would like the padlock to go to the bank rules so they can easily be redirected to the new account. For example, we set up Directors Loan accounts for each financial year. Each year we hae to add a new account too the COAs and reroute all of the rules. Painful!
1 voteHey Michele, thanks for your suggestion to make the padlock icon on the Chart of Accounts a direct link to the associated bank rules.
We're grateful for your engagement and for letting us know the changes that would improve your workflow. We can see how this would be a huge time-saver for Advisors, especially when managing year-end processes like creating new Director's Loan accounts and rerouting the old rules.
We've reviewed your idea, and it's now ready to gain support from other community members. Along with votes, other Advisors can now comment to share more detail about how this feature could make their own account management processes much less painful. 🙂
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NZ Payroll - Remove Employer contribution field for employees on Salary Sacrifice
figures can be entered into both fields at the same time. It should not be this way. There is not enough explanation as to how the salary sacrifice options work
2 votesThanks for raising this idea about the setup of Salary Sacrifice in NZ Payroll.
We can certainly see how having both the salary sacrifice and employer contribution fields available for input at the same time could be confusing and potentially lead to errors. Your feedback on making the process and its rules clearer is valuable.
We're grateful for your engagement and letting us know the changes that matter to you. We've reviewed your idea and now it can gain support from other community members. Along with votes, others can now comment to share additional detail about how improving the workflow for salary sacrifice could improve their experience with Xero.
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Reports - Quotes track invoicing
Have a Report that shows all Quotes that have been accepted, but not invoiced. That shows any part invoices that have been raised. We frequently invoice a % upfront, % mid project and then % at the end.
3 votes -
UK Payroll - Delete employees after 7 years of ending employment
Ability to delete old employees to keep in line with Data Protection and be able to delete details after 7 years of leaving employment
1 voteHey Samantha, thanks for raising this idea with us. We appreciate how being able to eventually delete employees after their employment ended would improve your experience with Xero Payroll.
We've reviewed your idea and now it can gain support from other community members.
Along with votes, others can now comment to share additional detail about how your idea could improve their experience with Xero.
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UK Payroll - PAYE only Tronc Pay Item
Tronc pay item to be set up as PAYE applied only. Currently there are 2 options but one has PAYE and pension applied, the other has PAYE, NI and pension applied.
The standard Tronc set up is PAYE only, yet there is not pay item for this.1 voteHey Kayleigh, thanks for raising this idea with us! We appreciate that you've found an opportunity to improve our default Tronc pay items.
We've reviewed your idea and now it can gain support from other community members.
Along with votes, others can now comment to share additional detail about how your idea could improve their experience with Xero.
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Invoicing from Projects - Sales Account Category and Tax Code
The new invoicing update has significantly slowed down my workflow. Previously, the sales account category and GST were automatically applied to all line items on draft invoices created via Projects add on. Now, I must manually input these details on every line, and I can’t save the draft invoice without doing so. We have very long invoices and this is now causing a lot of extra work. Opening case requests has led to empty promises that the developers are aware and are onto it and so I'm posting here in the hope that Xero might listen to this request for…
1 voteHi there 👋, appreciate you raising this through product ideas in the hopes of getting more attention for this issue.
I've taken a look and can see your communications with our Xero Support team, and that this has been raised directly with our product teams. While I have also shared your feedback directly with product on this, I want to be open that the best method to stay updated will be with our specialists via your case on Xero central. As soon as they have any updates they will share with you. I'll soon remove your post from the ideas forum here.
In the meantime, as they suggested the best solution would be to raise the invoice through Sales and then assign the invoice to your Project.
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Reports - Edit spend money transactions from the Transaction Report
Would like a pop out screen to view and edit transactions from the transaction report without having to arrow back to the report after each view/edit. Currently it is extremely time consuming with appx 7 back clicks to return to the report after each individual view/edit.
1 voteThanks for your engagement and for sharing this idea about editing Spend Money transactions directly from the Transaction Report.
We've reviewed your suggestion, and it's now open to gain support from other community members. We can definitely see how having to click back and forth to the report after each edit is a time-consuming process.
Along with votes, others can now comment to share additional detail about how your idea for a more direct editing workflow could improve their experience with Xero. 🙂
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Projects - Assign multiple unassigned expenses to estimated expense
I would like to be able to select multiple unassigned expenses in projects to apply to an estimated expense at once.
1 voteHi Lisa, thanks for your engagement and letting us know the changes that matter to you in Xero Projects.
We've reviewed your idea to be able to select multiple unassigned expenses and assign them to an estimated expense at once, and it can now gain support from other community members.
Along with votes, others can now comment to share additional detail about how this bulk-assignment feature could improve their experience and make managing project expenses more efficient.🙂
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New invoicing - Option to leave date field blank like classic invoicing
In New Invoicing can the Date field be left blank when in draft status as per previously. Regularly I create draft invoices and want to continue to be able to leave the date blank or to put tentative dates in before moving forwards int he process.
32 votes -
Invoicing - Include PDF attachment when emailing invoice
When Xero are emailing out their invoices please can you go back to attaching the invoices as a pdf as it quicker to be able to forward them rather than having to sign in and save them as draft, especially when you are having to do loads for clients.
49 votesThanks for sharing back on this, everyone. We'd like to confirm the way the options works now when sending in new invoicing - This is triggered by previous behaviour.
So, when you send using new invoicing, the selection for 'Attach PDF' is driven by the last invoice you sent. If the last selection was unticked the next invoice you send will automatically be unticked, and vice versa.
What's worth noting is that this is a browser based setting. For example if you change computers or browsers your setting will revert to default where both options are unticked. As you'll see from my recent update on this similar idea this is something we may explore further down the line but we don't have any immediate changed planned for.
We also appreciate your feedback relating to where a customer's taken when clicking Review and pay. Our team have done a lot of research…
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