4589 results found
-
Xero Expenses: Automatic receipt scan in web app
Add the ability to extract data from scanned receipts in the Xero Expense web app.
At the moment, both the mobile app and HubDoc can automatically scan receipts and extract data (date, amount, payee, etc). This doesn't work in the web app and Hubdoc cannot send documents to the Expense app.
We use a document scanner to scan multiple reciepts at a time and then batch upload to our expense keeping app (Zoho Expense). Drag and drop multiple receipts into Zoho Expense and the software will automatically extract the data from multiple reciepts at a time. This is more user…
11 votes -
UK Payroll - Bulk update employees details
The ability to import a spreadsheet with employees details to bulk update their information.
10 votes -
Invoicing: Calculate and charge interest on overdue invoices
Good Day
We would like to request that the feature or the option to charge interest on customers for overdue accounts be developed as most other accounting packages has this feature and it becomes time consuming when this has to be calculated and brought in as additional invoices when there are numerous accounts that this needs to be done on.
89 votes -
Quote report - Filter by accepted date
Accepted Quote Report
Great to see that we can now look at a report for accepted quotes but the report is not filterable by the accepted date - please can this be added to the date search for quote reports within Quotes through Receivable Invoice Details and Summary reports.
At the moment the report isn't right as you can only search by due date and created date which is no good - the accepted date needs to be a searchable date or the quote filtered by accepted quotes is useless if you ant to see what quotes have been accepted…6 votes -
Expense Claims: Ability to add notes
Xero should add "Add Note" to Expense Claim just like we have it on Bills to pay. This would be helpful for requesters to provide additional information or make comment on their payment requests. Thank you.
9 votes -
AU Payroll: Support for Superstream Alternative File Format
We need to be able to export SAFF (ATO super compliant files) to Superannuation clearing houses. I am unable to upload a file as Xero is not SAFF compliant.
7 votes -
Payroll: Attach files to leave requests
Hi.
When people put in a personal leave form, can you please add an attachment button, so that a medical certificate can be added.
In Xero Me & Xero.
Thanks37 votes -
UK Payroll - Calculate leave in days
Create the option to use Days or hours for time off (holidays).
Holidays are often calculated in days or 1/2 days not hours.
Having this option for pay & pay rates would also be helpful and also on payslips46 votes -
UK Payroll: Run reports on draft pay runs
To allow the payroll team to run reports to runs checks on the payroll before submitting the payroll. This would avoid sending numerous automatic FPS reports to HMRC.
32 votes -
UK Payroll: Record send dates of pension eligibility letters
The Pensions Act 2008 requires all employers to enrol their eligible employees into an auto-enrolment compliant qualifying workplace pension scheme, if they are not already in one, and pay specified minimum contributions. At the moment there is no way to check if and when the letter was sent to the employer. As this is a point on our audit checklist for all our clients would it be possible to add a field showing the date when the letter was sent out to an employee or ideally add it to a pension report.
20 votes -
Xero Accounting app - Send customer receipt
I generate invoices from the Xero app. Quick and easy. I would like to generate a receipt from my iPhone app as well after a customer has paid. At present you can only do this via the website.
13 votes -
GST Reports: Ability to show page numbers on drafts
Page numbers on draft GST reports
Whilst page numbers are on the final published report they are not on the draft. Frustrating. Would be nice if that can be added
Thanks in advance2 votes -
Account transaction report - Add YTD balance column
It would be so helpful to have a YTD column in the account transactions report. I run this report monthly for certain sales accounts to give to our marketing department and need the monthly amount and also the year to date amount however this report only allows me to show the period selected. This means I have to run 2 reports, one showing the monthly account transaction total and then one showing the year to date account transaction totals which I then combine in excel. Would also be good if there was a comparison to budget column.
5 votes -
Tracking Categories - Choose if foreign currency gain/loss is applied to tracking options
Currently, when forex gain/loss is relevant to an invoice this is always posted to the tracking category relevant to the invoice. For example, when we post a USD invoice to the Art department, this forex gain/loss is recognised in the Art department tracking category too.
This becomes a bit of a mess when we are trying to look at the department budgets and we want to be able to remove the forex gain/loss from the departments and put it into a corporate pot. Please allow the tracking categories to be changed to a default for forex gain/loss!
2 votes -
Multicurrency - Change behaviour of Unrealised Gains/Losses with Bank Accounts
Xero has a gap in handling Fx gains/losses.
It is great at both Realised and Unrealised on bills and invoices but it drops the ball on Cash at Bank. It treats it all as Unrealised, which is where the flaw is.You can have an empty currency bank account which has a residual functional currency balance and has movements on the TB every month due to revaluation. This is clearly nonsense.
I have also been told to ignore the exposure column on the Fx report as it is meaningless.For Fx gains/losses Cash is a document in exactly the same…
9 votes -
Reporting: Sales Tax Report - Run in different currencies
Sales Tax Audit report is produced only on the organization's base currency.
To be able to produce the Sales Tax Audit report in other currencies as well.
Reason: to be able to extract the report for organisations registered in countries of which currency is other than the Company's base (if also required for the authorities.)
3 votes -
Projects - Option to automatically complete once project invoiced
A streamlined way, or option, to automatically complete projects once they are invoiced.
4 votesWould still need to consider an optional trigger here as different businesses process projects in different ways.
Appreciate the efficiency play and while this isn't something we have plans for atm, we'll track the interest of this here.
-
Projects - Task list templates
Allow to create project templates to apply to task lists to newly created projects
14 votes -
Projects - Ability to assign expenses to individual tasks
It would be great to have a way of linking expenses on a project to an individual task so your invoices and quotes are much more streamlined and broken down into the tasks (especially when working on larger projects with many tasks and expenses)
Something along the line of:
when entering an estimated expense/expense into the project as well as having all the current tabs, having a another tab to 'assign to task' . When generating a quote/invoice you will then only have the task name and it will have combined the hours and materials listed.10 votes -
AU Payroll: Support for international SMS in Automatic Superannuation
Until this month, this was not an issue. However this month Xero has taken away the ability to send the superannuation SMS authorisation code to international numbers. What happens when you change a number or move overseas but still work for the company. Why take this away? Without discussion with your customers. If it's not broken, why is Xero trying to fix it?
9 votes
- Don't see your idea?