4576 results found
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AU Payroll Show all employee groups in payroll reports
It would be great if the employee group was included in the payroll reports. The company I am working for requires the employee ID (or employee group) to be displayed in the reports along side the name of the employee. Or if Xero could create a new field that has the employee ID number so that it is displayed in all payroll reports.
3 votes -
Expenses - Ability to request Invoice from user for Company Expense
Would like the option to send a request to an Expense user to submit an invoice/receipt for a Company Paid Expense that has appeared on any of the Company Bank or Credit Card Account
1 vote -
activity statement functions
Add functions to Activity Statement report. It would be great to be able to collapse the GST categories in the Transactions by Tax Rate section of the report, much like grouping in MS Excel. Also being able to Sort the transactions, eg. by account and/or contact. This would be very useful for clients with a large number of transactions per GST category.
1 vote -
Changes Pages link only at the bottom
When looking at reports or the reconciling entries page there is only one place to change/move to the next page which is at the bottom of the page. Sometimes I can be looking at a lengthy transaction list and need to move back and forwards from one page to another multiple times in a session. Having to scroll to the bottom of the page each time can be quite annoying and a health issue on my fingers down the track. Could Xero look at adding the ability to change pages from the top of the page/report/screen in addition to the…
1 vote -
Purchase Orders - Expand column width to show longer PO numbers
The PO number space under Purchase Order View is limited, we cannot view our full PO number, refer to picture
Please extend the column, else Xero should restrict the maximum allowance length for PO number format.
3 votes -
Multicurrency - Adjust base currency
Having reporting / base currency of reports that is different to the country in where Xero has been setup.
3 votes -
Reporting - Bank Reconciliation by Date Report
It would be great to have the ability to run a report to show any bank transactions reconciled on a given date i.e any bank transactions that were reconciled on 7 August 2024, rather than clicking into individual transactions to see the audit trail
2 votes -
Display custom reports in the Xero App?
Allow custom reports to be displayed in the Xero Mobile App?
1 vote -
phone assistant person
Hi xero team, all my friends are recommended to use Xero for my small buisiness, its so easy to ure and so on, but i found so hard to established. i still couldn't able to link my bank account. this message comes up when i tried to link, see in the attached files.
1 vote -
Units and Rates for Reimbursements
If Reimbursements are meant to be used for certain allowances then we need to be able to set up units and unit rates in the same way as we do for allowances, otherwise the calculation becomes a manual one and leaves room for human error. It also means reporting is not clear on how the amount was calculated as even though you can enter a description on the payslip i dont beleive there is a report that summarises this.
ie for overtime meal allowances you should be able to show how many you have paid and at what rate so…4 votes -
Shipping within invoice subtotal
There is currently no section to include shipping in the subtotal of an invoice.
As it is not a product or service, including them in the line of items doesnt look right, plus we don't usually charge gst on shipping. So if the shipping is a separate fee in the subtotal, it will be useful to give an option of charge gst or not for shipping.
I am used to having this available in the accounting software I used previously.
Thank you2 votes -
Reporting - Distinguish between 0.00 and nil balance accounts
On balance sheets or profit and loss reports. It would be amazing if there was a distinction between accounts that have nothing in them (e.g. -) and accounts that have a nil balance (e.g. 0). They currently have the same icon (-). Having different icons would make it easier to distinguish without having to click into the account.
3 votes -
Aged history report for suppliers
Transaction/summary report for suppliers but showing history in aged format, to be able to report on what we;ve spent with a supplier for the last 12 months - Each month!
Xero really need to look at producing a report generator like sage had, so we can create any report we need.
1 vote -
New Invoicing - Copy invoice to keep existing email
Thank you for delivering to keep the existing contact when copying an invoice. Now when you email the invoice the email address is not populated from the contact file. You have to go and look it up to send the copied invoice.
Please refer to the contact details and pre-populate their contact email addresses.
Thanks
5 votesSorry Lynne, It's a bit hard to troubleshoot and get the detail to understand why your contacts details like email aren't coming through to your copied invoice. I've just tested this with Draft and approved invoices being copied and the email of the contact was bought through each time as expected. I'd recommend raising this with our specialist through the Contact Xero Support option in Xero Central for closer inspection.
Thanks for also checking on this, Olga - that message on defaults application is related to the Sales defaults saved against inventory items or the contacts record but doesn't apply to the contacts personal details. These should be applied when copying an invoice.
To explain a little more - The reason defaults aren't automatically applied is because the line item fields will be prefilled with the information from the existing invoice that the new one is copied from.
We understand…
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Add annual leave to timesheets from projects app
It would be great if there were other options for Annual and Sick Leave in the projects app. The current solution is to have 2 apps?
2 votes -
Invoicing: Email receipt from within Invoice
At present, using Xero's Invoicing templates, you cannot send a "Receipt" from the Invoice -> Email screen. It prints as "Tax Invoice" with a zero balance. You have to click into the payment applied and send a "Receipt" from there.
If Xero labelled a paid Invoice as a 'Receipt', then surely we could use 'Receipt' templates - as you cannot unless using an advanced docx template with custom coding.
Secondary to that, Email templates - not being able to have a 'Receipt' template means that our "Receipts" go out with Xero's "View Full Invoice and Pay" message at the bottom…
3 votes -
Be able to pick which clients get overdue invoice reminders
Currently you can only remove clients who you don't want to get reminders however for our company it would be easier to pick the clients we do want to get reminders.
This could potentially be done by having reminder settings set for groups in the contacts section. That way we can choose terms for each type of client. This would allow us to change terms for clients that have different reminder requirements. Some clients need daily reminders while others might only need weekly reminders.
Another option may be to have the option when completing the invoice so you can choose…
4 votes -
1 vote
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Activity Details Report
The new Payroll Activity and Summary Report is not as user friendly as the old one. It was much easier to read and find your employee name and net amount due on the older version. I also don't like how half an employees details can be on one page and the rest on the next page. I would like to revert to the old style, if possible?
2 votes -
Ability to split a main budget into tracking categories without having a seperate budget for each
Budgets are not working for us when using tracking categories. Ideally, I would like a single budget, but with the ability to add detailed line items by contract and revenue stream (our TC's). I have only managed to input budgets using the TC's individually - this means I would have 50+ budget veriosn when looking at the different compinations of contract and revenue stream whihc is not practical or manageable, especially when we start re-forecasting furthe along the year.
1 vote
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