4575 results found
-
Inventory report - with comparative figures.
An inventory report - similar to the inventory item summary, but that allows the user to compare figures to prior periods. This will allow retailers and even manufacturers, to easily track seasonal trends in sales.
16 votes -
Financial Statements | Schedule in Notes - Ability to change column headers
I would like to put fixed asset categories (plant and machinery, motor vehicles etc) as the columns, and have Cost, Depreciation, NBV - bfwds and cfwds etc in the rows underneath. See attached.
As far as I was aware it was standard to have the fixed asset note in this format so was surprised this was not already a functionality,
5 votes -
Payroll: Show employee leave balances when approving leave
When a leave request comes in for approval and the employee can take leave in advance (the box is ticked), it should show you how many hours the employee has available. This amount should be the number available minus the leave balance that has already been approved in the system. The leave balance report is only useful when employees can't take leave in advance in their first year. It's a challenge each time (especially leading up to Christmas) to calculate leave that is available before approving the request because you have to review how much leave has been approved in…
160 votes -
Reports: Expense claims report to include mileage totals
To assist organisations to be able to carbon offset km travelled, we should be able to pull a report from Expense Claims in an Excel format so we can add the amount of miles/km travelled to figure out travel footprint.
8 votes -
Batch Payment | Create individual remittance advice for a single bill within a batch
There’s no functionality in Xero to produce an individual remittance advice for a single bill included in a batch payment, it would be great if this could be done.
16 votes -
AU Payroll - Allow directors fees to be picked as an ordinary earnings rate
ATO Category pay items of Directors Fees should be able to be the Ordinary Earnings Rate for employees. Currently only the ATO category Ordinary Time Earnings can be the Ordinary Earnings rate for employees.
Whilst adding a zero Ordinary Earnings Rate solves the problem, it leaves the processing of pays open to input errors unnecessarily8 votes -
Contacts - Save and exit
Contacts. I would like to say the upgraded version of contacts is clunky, and would prefer the older system over this 'new upgraded' system. Having to 'save and exit' before adding all other contact details is adding more steps to an otherwise simple process. Thanks
4 votesHi Vashte, appreciate change can take a little getting used to.
However, we can help you out here! While the Save and exit is always available when adding or editing a contact you can simply click through each section.
The detail you enter between section will hold until you leave the page - So, you can enter in all your details before selecting Save and exit.
-
Checks - Add Company Name to vendor check voucher
It would be nice to be able to have our company name on the check voucher so the vendor will always know who the payment is from.
7 votes -
Quotes - Attach file from library
The upgraded Quotes layout does not allow me to attach pdf's from the Files Section.
The only way to do this now is to download pdf from Files. Open Quote and Save it. Upload pdf.This has significantly slowed down the workflow - please can Xero Quotes be able to add attachemnts from Files and before Saving.
5 votes -
Sales Invoice - Bulk Download of PDFs in separate files
Bulk download of invoice PDF files (not export csv)
Currently after doing a search, what I understand the current process is:
- Going under Paid / Unpaid tab under Invoices
- Checkbox all and select print
- But this clumps ALL the invoices into a single PDF file instead of one file per invoice number
- Using an online tool to split the invoices. If your invoice is more than 1 page long, you'll need to manually merge them back.
- Alternatively, manually clicking each invoice link, hitting the Print PDF button. Going back and repeat every invoice.What I…
21 votesThanks for stepping out the process for others here, Vicky. You're correct in the way this currently works.
It'd help when sharing back with the team if you could share more detail of why you'd like the ability to export in bulk but create individual files. What would this help your business do?
-
Contacts - Sync Xero contacts with phone device
Customers are constantly baffled why my phone doesn't recognise their number. It's quite a drag to explain that although their number is in my phone (xero contacts), caller id is not able to access the information. I understand there's some way to sync google contacts with a premium subscription, but surely in 2022 this should be a basic feature.
6 votes -
Projects - Set date for change of charge rate
Staff members gets pay reviews each year, which means their cost change. But we are unable to get the change to commence from a certain date so reporting for prior year projects won't be accurate. any way we can put a change commencement date so reporting is more accurate?
8 votes -
AU Payroll - Custom pay calendar length
I would like to pay my employees for a specific period:-
example 17 October to 26 October and would like to reflect these exact dates on the payslip. It would be great if I could to customise the dates within a pay calendar?
18 votes -
Find and Recode: Filter by currency
I find the 'Find & recode' tool very useful, but it would be really helpful if the condition 'Currency' could be added, so that we can choose to see only transactions in a certain currency.
Since MTD for VAT, more and more clients are using digital links as software that automatically extract the VAT amounts from receipts (e.g. Dext), including receipts from other countries. They publish them to Xero and are not aware that they are overclaiming VAT. To make corrections and change these transactions to 'Zero Rated Expenses' we use 'Find & recode'. It would be much easier if…
3 votes -
Quote & Invoice lists - View Projects
Projects - I would like to see the references for each invoice in the list of quotes and invoices on projects. It is difficult to tack what you have invoiced when you have to open each individual invoice.
35 votes -
AU Payroll - Reports: Superannuation and hours worked on Payment Summary Details report
Being a start-up company we claim R&D refund as part of our tax return. In order to support R&D activities we need to work out employee remuneration and hours to support our claims. Currently, Xero does not have any R&D reports that we can use. Hence, I am wondering whether the Tech team at Xero can include two fields (Column options) in the existing report "Payment Summary Details".
The fields required are 1) Superannuation 2) Units (worked hours)
Then we can export this report to work on our R&D claims. Thank you
2 votes -
Invoice Reminders: Ability to select that reminders only go to original recipient/s
Here's a copy of my note to Xero Support & their response below:
Hi,
I prefer to check 'include in emails' for all contacts in an organisation, as the quote & invoice recipient/s often vary & I find it simpler to delete unnecessary recipients from the list on each quote or invoice than to add them. I've only just accidentally realised (after years of use) that invoice reminders go out to every email address in an organisation that is 'included in emails' & not just the email recipient/s of the original invoice - I've been unintentionally sending reminders to multiple…7 votes -
Chart of Accounts: Code numbering template
Chart of Accounts - need a suggested code numbering template to enhance uniformity and save time dreaming up numbers.
5 votes -
Chart of accounts - Add support for subaccounts
Xero should have the ability (similar to QuickBooks) to have sub accounts in Chart of Accounts.
65 votes -
CIS - File for overpayments allocated to a CIS invoice
Yes that's right. Let's say you pay a subby £150 in advance and allocate that as an overpayment on their account from the bank feed. You then get an invoice from them a couple of weeks later for £500 and deduct CIS of £100 leaving £400 outstanding. You allocate the overpayment from the account of £150 and pay your subby the balance of £250. The system will only declare CIS on the £250 element of what you have paid. You have to know an overpayment has been allocated, reverse it and allocate the payment directly to the invoice for it…
12 votes
- Don't see your idea?