4739 results found
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AU Payroll - Show number of employee's allowed depending on subscription
Display number of employee's allowed depending on the subscription they're on, in the Employee list screen.
2 votes -
New invoicing | Contact - add additional people on the fly
Adding a new customer on the fly.
The drop down for adding a new customer at invoice does not have any fields for adding the customer the contact. Why2 votes -
hubdoc
I wonder if it is possible to implement the following simple change to Hubdoc. Currently, when an invoice is downloaded from Hubdoc, the file name is complied as <supplier name><date><amount>. It would be much better to replace <amount> with an invoice number. It often happens the payment batches are being sent to authorisers outside Xero, so an ability to provide a list of sorted files would be great. It also makes an invoice search outside Xero much easier.
1 vote -
Reporting - Better filtering in Reconciliation Reports
Where there is more than one bank account in an organization, it would be very useful to be able to filter out a particular Cat Code, separately , within each bank account. Currently one gets the entire Cat Code for the entire organization, showing all the bank accounts. Also, the column "Tax" remains blank when a bank account's reconciliations for the date selected are chosen. Please see my uploaded example of just one bank account's reconciliations, which contains every transaction, but no tax shown. The report shows "Gross" and "Net" to be equal, when in fact there are many with…
1 vote -
Contacts - Restore deleted files / Prompt to confirm when removing
Move the Delete button away from preview in files attached to contacts.
So many times, I have accidently deleted files attached to contacts. The delete button is right next to the preview. There is no way to restore once deleted..8 votes -
The ability to show Sankey Diagrams
I would like to suggest adding the capability to generate Sankey diagrams within Xero. Sankey diagrams are highly effective in visualizing the flow of resources, such as money, energy, or data, through different stages or categories. They could be used to illustrate cash flow, revenue distribution, and expense breakdowns in a more intuitive and engaging way.
By adding Sankey diagrams, Xero could offer users a more dynamic and insightful view of their financial data, helping them better understand how money moves through their business, leading to improved decision-making and reporting.
2 votes -
View current balance of accounts (not just MTD / YTD) on Account Watchlist / Dashboard
Dashboard - Account Watchlist to include current balance of account (not just MTD / YTD balances)
2 votes -
UK Payroll - Annualised working patterns
Please introduce annualised working patterns, which will enable unpaid hours to be worked out correctly.
2 votes -
Filter dropdown menus need to exclude Inactive / Archived items unless re
ALL report filters should EXCLUDE archived and inactive items with the option to Include them as per the attached.
2 votes -
New GST report - Add attachment icon to RHS
It would be helpful if you could see if an attachment was uploaded - you could consider showing an Icon outside the RHS of each line., as something Every GST checker needs to do, is make sure they have the appropriate attached Invoice so they can claim the GST. In Xero, it is laborious to have to open each line and check if their is an attachment.
1 vote -
Navigation - Back to the top button at bottom of page
Please could you add a 'Back to the top' button, especially on the reconcile and report pages, but every page would be useful.
After scrolling down many line items, it would be far quicker to have this function implemented for ease.1 voteThanks for sharing, Katie. We don't have any plans for adding this within Xero atm, however if working on a desktop you can use Home button on a Windows, or on a Mac you can press the Command key + Left arrow. This should help when navigating a long list such as reports like you mentioned.
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AU Payroll - Include Portable Long Service (BERT/BEWT/ACIRT) on payslips
If this has already been suggested I would like to add in the payroll items an Employer Expense (not a deduction or reimbursement), similar to the way Superannuation is treated, with an expense and liability account. This would account for the BERT & BEWT that is required in the building industry.
46 votes -
Payroll - List leave types in alphabetical order
Leave types: why aren't these in alphabetical order on the leave request screen?
I have numbered them so that they should appear in the order I want them, but they appear last. It's the same in Xero Me - I want the most used leave types to appear first, but the leave types appear in a random order.
They are in alphabetical order on an employee's leave balance screen and when you assign a leave type3 votes -
UK VAT - Ability to enter VAT-only invoices
VAT Only Transactions - Xero to remove needless restriction to have VAT amount less than line total. This will allow posting zero net with VAT amount to 20%EXP VAT code with a total equal to the VAT total without having to reply on VAT on imports tax code.
2 votes -
Add option in + Manu to "Receive Payment"
I would love to see an option in the + menu for quickly adding a custom payment! This simple addition will save us valuable time searching for customer names or invoices. Thank you!
1 vote -
joblogic integration
When syncing invoices from Joblogic to Xero, they post straight to approved status - can a feature be added so they can be posted to 'awaiting approval' to avoid dating errors on the invoices?
Thank you
1 vote -
New Invoicing - Add 'attach file' button at payment
Reducing clicks:
When applying a payment to a bill or an invoice, I usually want to attach a source document (image of check, confirmation of our POS system, etc.). Right now I cannot do it while applying the payment. Right now (in 'old' invoicing/bill) I have to instead apply the payment, find myself in the accounts transaction overview, go back to invoice, click on the payment I just applied and then I have to option of uploading/attaching a document. Very inconvenient.7 votes -
Improved Community Forums - Communities by country/region
How about an ability to filter AU, NZ or UK posts only.
26 votes -
Reports - Add custom reporting template
One custom template layout that could be transferred over all reports. We have multiple nominal codes for income and expenditure which means a lot of work to set up a new custom report. I currently have to export into excel which can cause errors.
30 votes -
NZ Payroll - Reducing balance for all Statutory deductions
Work and Income deduction as a reducing balance under statutory deduction. Work and Income have provided a total amount and a weekly amount to be paid there needs to be a function added to provide the reducing balance, this function is available in other statutory deductions.
2 votes
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