4807 results found
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AU Payroll - Add 'Date of Birth' column to Employee Remuneration Report.
This will allow for easy review of an employee's age alongside their current payrate and adjustment post birthday. Currently, I run two reports, Employee Contact Details and Employee Remuneration Report, export to excel and merge to allow cross reference of all information. The remuneration Report would also benefit from having all wage categories to select if needed, ie: Saturday Rate, Sunday Rate, Public Holiday Rate etc. Negating the need to access each employee pay template to check correct rates have been set up.
4 votes -
Dispose of an asset in the next financial year without running depreciation.
Dispose of an asset in the next financial year without running depreciation to previous FY.
2 votes -
Emailed bills - Save as Draft without needing to click Log In for each one
When I am emailed a bill from a vendor who also uses Xero, I click the link and open that bill in a browser. Usually, I am already logged in to Xero in another tab in the same browser. Usually, there will be multiple bills to open this way.
For every single bill, I have to click to log in to Xero to save it as a draft in one of the organisations I have access to. It's a small thing, but I'd like to not have to do that if I'm already logged in to Xero in another tab,…
1 vote -
AU Payroll - Set Payment Date for Unscheduled pay run
Unscheduled pay run - most of my unscheduled pay runs are paid on the day of creation.
It would be good to be able to change the payment date to the actual date of payment instead of the date selected by the unscheduled pay run.E.g. unscheduled pay run for the week ending 13th Aug has a payment date of 16th Aug yet payment may have been made on 18th Sep.
4 votes -
AU Payroll - Sort Pay Template items in order of relevance, not alphabetically
Pay Template - I would like to list the pay items in order of relevance not alphabetically by pay item name.
7 votes -
User Roles - Allow Invoice Only +Draft users to edit auto-created bills
Our users email received invoices to Xero and then go into the Drafts Folder to check/process the bill - but if we make their Role 'Draft Invoice Only', they can't see the draft orders that the system created from the emails.
This means that the users can't use the auto Bill creation process and have to enter them manually.
4 votes -
Journal Report - Link to Manual Journals/Transactions
Add the functionality to be able to open a manual journal or other account transaction from the journal report.
5 votes -
Reporting - Link Account Transaction Report to Total Lines on Balance Sheet and P&L
Add the ability to open an account transaction report by clicking on the number in a total line of the balance sheet or P&L. The linked account transaction report would contain the account transactions for all accounts that were being totaled.
1 vote -
Fixed Assets - Feature for posting Accumulated Depreciation for previous years
We have imported the Fixed Asset with wrong depreciation rate into XERO FAR side.
Due to this we are depreciating some of our assets with wrong depreciation charges for last 3 financial years.
Does anyone know in that platform how can we correct that for previous period?
This include financial year from 2020 - 2023. All ideas and suggestions are appreciated.
Thanks.
Hassan.2 votes -
VAT - Defer VAT lines to later periods
I would like to suggest the option to defer a vat liability to the next period.
In many cases, customers raise invoices, but then their customer does not pay for a time.
The customer in the meantime is forced to pay the vat putting him at a disadvantage.
I propose the option to defer a vat line item to the following period - in other words, remove it from the present tax return and allow it to reflect on the following tax return.
This is a great benefit to the customer from a cashflow viewpoint - especially the smaller businesses.2 votesHi Ingrihid, thanks for the idea and support here. We appreciate all the valuable feedback and ideas shared via our Product Ideas page.
I can see that you are based in South Africa and that your idea likely relates to the VAT 201 report. Our VAT 201 return has been developed to comply with SARS guidelines and the option to defer individual VAT line items would go against this. For more information on VAT compliance we would recommend reaching out to SARS directly.
You will see the VAT 201 return can only be run on an Accrual basis. Accrual basis includes all transactions by the transaction date, whereas payments basis includes all transactions by payment date.
It doesn't look like the option to create the VAT 201 on a payments basis has been raised. If this is something you would like to suggest, please feel free to raise this idea…
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Invoices - Feature for recording and assigning unbilled charges
Ability to create a record work done for a customer/client as a unbilled/delayed charge that has a pop up notification when an invoice is been created for a customer/client. Xero has a record of billable expenses but amounts on invoices are not always linked to a billable expense or time record.
This will avoid multiple invoices been issued to customers/clients and eliminates the possibility of "forgetting" to bill a customer/client for work done.
Quickbooks Online has this feature which is extremely useful.
3 votes -
Invoicing - Automatically delete draft invoices when merging invoices
I would love if when we merged Invoices into 1 from drafts it doesn't leave the draft that I need to manually go back and delete. This can cause double ups of Invoicing.
6 votes -
Bills - Add a remaining balance line
Xero can you please add a Remaining To Allocate line on the bills screen. Most of my bills are split between jobs so a remaining balance to allocate would save so much time having to manually calculate entries. See example attached. Especially when working on the go so a calculator is not required.
1 vote -
Inventory - Use a margin from the Cost price to calculate Sale Price
It would be good to be able to set a mark up margin for loaded products and services. This way when our cost goes up we could just alter the cost price and it would automatically adjust the sale price rather than us having to work it out for every item and load it manually.
22 votes -
Bank Feed - Support Vectra Bank Colorado
Vectra Bank Colorado used to be supported for Bank import but that stopped mid 2022 - is there a chance it can again?
1 vote -
Inventory - Add Unit Cost Price to Inventory Item Details report for untracked items
I am looking to have the cost price included in the Inventory item details report even though the item is not tracked.
We sell a service and we cannot track the item as there is no amount to it.
But when running the report the cost price does not show2 votes -
Bank Reconciliation - Import statements in CFONB format
Our bank has changed from export of bank statements from OFX to CFONB (see below the new French standard) which is not yet supported by Xero! This has a huge impact on our workflow and time spent on getting our many bank transactions in the system. Can anyone help and vote for this to be upgraded as a format for bank transaction import..
Thanks so much!
CFONB (also known as AFB) is a French standard defined by the Comité Français d'Organisation et de Normalisation Bancaires/French Committee for Banking Organization and Standardization (CFONB) to meet the needs of the Association Française…
1 vote -
Packing slip - Option to add phone number and email address
Please add customer email and customer phone to the Standard Xero Invoice Template Packing Slip. It can just go below the main address.
Thank you
7 votes -
Reporting - Prior year comparatives to track the report periods
Ability to have the prior year comparatives track the report periods. Currently if a variance column is added to the reports the "Compare with" disappears.
2 votes -
Repeating Invoices - Copy option
Repeating Invoices - ability to copy existing repeating invoice.
Reasons:
- Temporary Discount rewards (Scenario 1 below)
- Previously agreed future price changes
- Similar fee package for another client on a recurring basisScenario 1
- Client signs an ongoing recurring contract Monthly Fee = $1,000 (for illustration purposes):
- Client sends us a referral, so we discount their fee 10% for the next 4 months (update current recurring amount to $900)
- After 4 months client's fee will return to the previously agreed amount (create brand new recurring invoice, keying all the same information in, but removing the…12 votes
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