4793 results found
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UK Payroll - Employee Details export in bulk with correct date format
Purpose: to be able to move payroll from one Xero company to another quickly and without errors.
When exporting employee details from payroll in order to bulk upload them onto another company's payroll, it is not possible to do a bulk export. You have to instead individually download each employee. This is fine if there are only 10-20 employees, but any bigger and you are opening yourself up to missing employees and making mistakes. Any other exports currently available do not give all the information needed to then import directly into a new payroll.
Perhaps the main frustration, however, is…
9 votes -
Reconciliation - Remove split option from reconciliation
Xero split - id like to see this removed. It's completely non user friendly and painful. We should be able to process a payment I
Of choice regardless of receipt or payment. Please Xero work on this area. Other accounting package makes it so East
Y. Xero is difficult and I cant see why it needs to be1 vote -
History and Notes: Prompt user when there are unsaved changes to notes
Prompt if Changes have not been SAVED
What I would like is, after entering data in the Notes (or Items on Invoice, Purchase Orders etc..) If there are changes to the Invoice/Notes (or any update screen) on the screen BUT if the user does not click SAVE then the changes are lost.
If the invoice/purchase order/notes etc... have had changes and SAVE is not clicked, it would be helpful to have some sort of reminder available that auto prompts you
'Changes have been made do you want to save these?'
or something similar so any work entered, but not SAVED…
3 votes -
Invoicing - Bulk update invoice numbers
Hi There,
The ability to change invoice number sequencing in bulk for invoices that have already been approved
3 votes -
AU Payroll - Report showing one line of detail for every pay run paid
Currently, Employee summary gives a a lone total only for the period entered. A report showing one line of detail for every payrun paid, would be very beneficial when processing government claims, or providing information to employees for Centrelink instead of the the cumbersome Activity report, or multiple payslips.
7 votes -
UK Payroll: Integrated support for Scottish Widows workplace pension
With the payroll linking RTI with HMRC (UK), it would be really helpful if the pensions could do the same, not just with Scottish Widows but more providers.
This would really streamline the whole payroll process and save so much time.
2 votes -
Reporting - Field to show which user created a Quote
Report Design - Option to add the Field of who created the quotation
This will allow better use in data review/manipulation
3 votes -
Hubdoc - Full integration with Xero files
I can email my receipts to Xero, when will Xero be integrating the same sort, file, and account application features that Hubdoc has so that I don't have to use Hubdoc at all?
5 votesHi Amanda and Sandy, I want to let you know that you can upload your document or invoice directly into Xero Files without using Hubdoc, and you can assign it from there - See more on our article.
If you’re looking into publishing the document from Hubdoc to Xero files, you can do it too. And you can read more here.
In saying that, let us know if you’re actually after something else.
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Sales invoice - Option to prevent editing once sent
I wonder if this is possible: After sending a sales invoice to a client there is nothing on Xero stopping me from editing it. I would like to see Xero put something in place whereby once a sales invoice is marked as sent, it should not be possible at all to edit it. If the user needs to edit it, they would need to issue a credit note and new invoice. Also, if the customer requires another copy of the sent invoice it should automatically be marked “Copy”. Is that possible?
1 voteHi Howard, not on an individual invoice basis, however it might be worth exploring if Lock Dates could be a good way to help prevent changes to
invoices that have been entered to a specific date?
Lock dates are limited to certain roles in an org, which would help prevent users with roles outside of these from being able to make changes to transactions within the lock date range.
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Quotes - Delete multiple lines
it would be ideal if you could have the ability to remove / delete costs in the main information tab in a quote. Ie: If you apply a template with a bunch of costs but realise you need to change it - it would be idea to be able to select multiple costs and just remove them from the quote rather than having to go into each individual cost and deletling.
6 votes -
New Bank Reconciliation Summary Report - Align header and balance
In the old version of Bank Reconciliation Summary report, the headers "Balance in Xero" and "Statement Balance" sitting with its balance amount in the same row.
After updated to the new version, the report, https://reporting.xero.com/!bX2sj/v1/Run/1066 for example, the balance falls different row of its title. It doesn't make sense and this would make it complex because you are not able to use scripts or Vlookup to manage those report (if they are not align in the same row).
Could you please consider
1. moving the balance amount to the same row of its header, or
2. Adding a description for…1 vote -
GST | Re-registering - Pick start date
Sometimes an entity will de-register for GST because they are no longer required to file, then circumstances change and they re-register. Currently in Xero when you re-register Xero creates all the prior period GST returns for when the client was deregistered. You then have to manually delete all the prior draft returns.
Would be great if you could have an option to choose the new start date for GST.
thanks!
7 votes -
Sales Invoice - Ability to translate to other languages
I would like Xero to create as sales invoice worded in English and then be able to click a button and Xero then translates all details (including hard coded items) into the language selected and visa versa.
9 votes -
VAT Reconciliation report - Ability to drill down in the unfiled VAT section
Not sure this is really part of Xero HQ - but it would be really useful to be able to drill down into the unfiled VAT section on the VAT reconciliation report.
8 votes -
Invoice - Display VAT Stripe surcharge, and settable VAT rates
Currently, one can show the field "InvoiceFeeReimbursed" for a Stripe surcharge on an invoice. However, this is just the gross amount (net + VAT), while one needs to split it and show it properly on a VAT invoice?
It would be best if the surcharge would be a conditional line itewm on an invoice, with all the settings available just like for any other line.
For example, let's say an invoice is for a domestic UK customer, the total amount (before a surcharge) being £100 + £20 VAT 20%. Let's say the surcharge is 3%, so £3.60. As I'm not…
2 votes -
AU Tax | BAS - Simplify process for a NIL BAS
Can you xero come up with one click NIL BAS form preparation.
It's time consuming to prepare NIL form and type 0's in the form and save.
Thank you2 votes -
Reporting | Edit layout - Adding note reference to total row
There should be the capability to add a note number to a row with a total balance in the financial statements in the "Edit layout" screen.
2 votes -
Invoices - Automatically mark invoices from WFM as Sent to set off Reminders
When an invoice in emailed in Workflowmax it is marked with a tick as “Sent”, however this does not carry through to Xero. Is it possible to add this feature so that invoice payment reminders in Xero automatically work without the need to manually change the invoice status to “Sent”?
7 votes -
Quotes: Show when a quote is already being chased
It would be great to have a status on quotes for when you have chased a quote. We can add a date of this and details of what has happened in notes, however if it could show as chased on the first screen under status, this would make more user friendly.
1 vote -
Stripe feed - Ability to convert a multi currency stripe statement to base currency on import
Stripe Bank accounts should have option to include Currency while importing statement manually. Also Currency conversion tool is needed to convert Multi currencies to Base currency.
2 votes
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