4746 results found
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NZ Payroll - Add bereavement Leave as a permanent leave item
Have Bereavement Leave as a permanent leave item when a new employee is setup.
6 votes -
AU Payroll - Super Payment Authorisation via Xero Verify
I need to be able to approve super when I am travelling and do not have access to text messages. It is most inflexible that there is only one method for doing this! Can the Xero Verify App not be used for auto super approvals too? Then I only need wifi.
Or, can text be received to whatsapp instead?
6 votes -
Reporting - Ability to add a summary of fixed assets to an existing report
Currently fixed asset reports have to be run separately and there is no ability to add these into an existing report like the notes to the financial statements. It is reasonably standard to include a table in the notes that summarises cost, depreciation charged, accumulated depreciation and net book value for both the current year and the year prior.
Requesting the functionality to pull this data from Xero into a report, rather than either having to run two separate fixed assets reports (one for each year) or a manual table where figures are typed in and manually added.
Also requesting…
9 votes -
Reports - Fix report header formatting for reports longer than 1 page
When a report runs over a single page, the header formatting does not pull through to pages 2 forward. It pulls through the report name in small writing at the top of the page and leaves a large spacing at the top of page, as the attached screenshot shows.
This product idea is to fix this bug so that either the report name header formatting pulls through to all pages within the report (preferable), or at least the empty space is removed.
For example with the accounting policies section of the accounts, we would want the data shown in the…
9 votes -
Profit & Loss Detail Report - Option to expand account sections without having to rerun report.
A default "Profit & Loss Detail" report is a standard option in pretty much every other bookkeeping system I've worked in and necessary for many companies.
An additional option of running a standard P&L Report, but also being able to expand account sections to see the detail without opening a new report would be very useful for researching issues. It is tedious to continually run the report I need, only to click on one line item and then have to go back and run the original report again to continue researching.
12 votes -
AU Payroll - Option to filter payroll reports by payroll calendar
I'd like to be able to filter payroll-related reports (eg. Superannuation Accruals) by the pay calendar being used for the employee.
Several of my clients have a separate pay calendar for permanent employees and employees (and contractors) whose pay changes from payrun to payrun. This enables them to quickly do pays for permanent employees whose timesheets don't need to be checked and spend more time over those who do. It also enables late timesheets to be processed with less fuss as there's fewer employees to scroll through to add the ones whose timesheets you just received.
When it comes to…
2 votes -
Xero Projects - Create project from accepted quote
Xero Projects seems a bit backwards to me, you create project then can create or link a quote. It would be far better if you could create a a project from an accepted quote.
ie. Quote customer for job > Customer accepts quote > Mark quote as accepted and create project.95 votes -
Checks - Option to exclude country when printing Payee address
When printing a check, it includes the Country Code. Have an option to disable the country code as it is not required to put country code on a letter in the US and the code gets printed on top of the memo field info.
1 vote -
Customers settings not prefilling when using "Add ons" with invoicing.
When using an "Add On", the customers settings in Xero do not work when invoice sent to drafts. For example when you click the discount column to pre-fill it won't. The fix is to delete the customers name and re-enter it.
1 vote -
Bills - Automatically apply tracking categories to emailed bills
Hi Xero team , I just try "Automate bill entry", it looks good, is it possible to make it automatic divided into our tracking ? For example we have 1 tracking category with 10 list on that tracking, we would like the bills automatic divided to the 10 list. Is it possible ?
1 vote -
Projects - Add Start and End Times to Invoices
Add Start and End Times to Invoices Created via Xero Projects.
We need to enhance the functionality of our invoicing system within Xero Projects by incorporating start and end times for each task or project. Currently, our invoices lack this crucial detail, which is essential for accurate billing and client transparency. By including start and end times, we can provide clients with a more detailed breakdown of the services rendered and improve the clarity of our invoicing process. This enhancement will also help us better track project timelines and resource allocation.
1 vote -
Account transaction report - Remove 'overall total of all accounts' when run for a single account
New Account transaction report - remove the totals when generating the report for a single account.
The new report adds a report total at the end of the selected accounts which is a total of the debit or credit transactions for 'all' accounts selected.
When only one account is selected it still shows a total - this is in addition to the total for the transactions on the account itself so it shows total of transactions, closing balance and then total of transactions of all accounts selected. It would improve the usability of this report to have the 'overall total…11 votesHi everyone, we appreciate the rationale for wanting to remove this total when running the Account Transactions report for a single account. Our team are looking into this work now and I'll swing back to share as work begins 😊
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Business Snapshot - Include budget amount
Hi Team- it would be a great idea to include the budget amount in the Business Snapshot so that we can have a one view on the actual against last year against budget,
4 votes -
Bank Reconciliation - reconcile transactions for multiple bank accounts at a time
I'd like the Reconcile pages to allow me to select some all of my bank accounts to display. This would aggregate the unreconciled statement lines and display them all in date order to be reconciled all the same time.
Reason 1: Convenience. I use several bank accounts and would prefer to reconcile all of the transactions in one go.
Reason 2: Error reduction. The most common error I see relating my clients' bank balances is their misuse of Transfer (setting the wrong account, using it for accounts that aren't linked etc.). If they could see both accounts and therefore both…
8 votes -
Invoicing - Auto updating your quote or invoice while working on it.
Send quotes and invoices via WhatsApp.
4 votes -
Reconcilliation feature on liability accounts
Can we have a feature where we can reconcilie liability accounts, for example PAYE and VAT control accounts by entering the balance and selecting all the transactions.
1 vote -
Bill - Add date to Bill item lines
As a single director, I need to create internal monthly bills that contains car mileage, home usage and expensed costs. At the moment I need to create a bill per transaction and two entries per car mileage in order to reclaim the VAT (Crazy!).
Much better to add a simple Bill structure that enables each item to have a date which can then accommodate monthly detailed internal Bills.
It just needs to an optional field (e.g. date) in each item line within the Bill.
The workaround for imported old data is to use the Inventory Code but you can change…
1 vote -
Inventory - Automatically change Description, Price etc when the Item Code is changed
It makes no sense to always automatically change the description, price etc when the inventory code is changed.
Make this "feature/bug!" optional, very simple to implement and makes XERO more flexible.
1 voteHi David, could you provide a bit more detail of where you're finding this behaviour? It might even be best to raise this with our specialists at Xero Support who can get a closer look in.
Editing an inventory items Item Code can be done independently so you shouldn't have to update the description or price.
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UK Payroll - Latest P60 report to appear at the top of the page in Xero Me
Viewing P60 for employees is confusing for them as the page layout they are directed to is so poor.
Xero Me link takes them to a page that shows all current pay slips (2024-25) with the most recent at the top, but the box above the current payslips shows 2021-22 by default.
When employees get the email link they obviously just click on 'Download P60 Report' - they wouldn't ever think they have to click on another box showing '2021-2022 Tax year' that doesn't even appear connected to the P60 button.
Obviously the most recent P60 should appear on top…
1 vote -
Bank Reconciliation: Add the ability to search by contact account number when matching transactions
Bank Reconciliation - Match Does Not Work with Contact Account Numbers
The ability to search by contact account numbers when matching bank transactions is essential as most deposits on the bank statements are referenced with the client/customer account number only. The bank reconciliation ignores contact account numbers in totality.
45 votes
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