4792 results found
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Payroll: Show dates of leave transactions on payslips and reports
On payslips and in reports, I think there should be dates next to the following items so it isn't confusing for the employee and when checking reports. It makes it more transparent too.
Time In Lieu
Annual Leave
Sick Leave
Compassionate Leave
RDO11 votes -
History and Notes - Filter by action
Filter history and notes by Action and display sales invoice number. Enable the report to export the to Google Sheets/Excel.
15 votesFor filter by action - would you be after similar to the idea here where you could filter by the date a change was made?
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NZ Payroll: Process timesheets for future periods
Allow a timesheet to be created for the week ahead of the pay week. This allows employees with standard hours to enter their hours in advance. It also allows managers to run payrolls in advance if circumstances need it
9 votes -
Xero Projects - Search Tasks within a Project
We are a small consultancy firm and we do work for customers for multiple sites. We set up our projects where each task is a separate site. We need to be able to search for these tasks but the search option only allows searching at a project level. Can you please update the functionality to be able to search based on task name?
6 votes -
Invoicing | View outstanding bills - Simpler process to access
Title says it all, the current process requires a customer to full sign up with Xero (and be almost/forced to PAY) just to see an invoice history.
This should be accessible via a rotating link where the current "View all invoices" link is in the upper right -- or extremely simple login system that just takes an email and password.
5 votesHi Adam, understand that there can be confusion for a customer if it is their first time making use of the link and not already having a Xero account.
The need for the user to create a Xero login to access and view their outstanding invoices with you if for yours and their security in the information that can be viewed.
Appreciate you may like a simpler sign up process for them and I have slightly adjusted the title of your idea here for this. It's not something we have intentions of developing at this time, but we will get a sense of the wider interest from your idea here.
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Search / Filter & Sort on previous screens when returning
When returning to a previous screen in xero ensure that it includes all search / filter and sort options applied at the time you originally navigated away from that screen.
When you need to look through many transactions from a search, going back and having to re-search every time is very time consuming.
2 votes -
Supplier details report to include e-mail addresses, bank details, terms, e-mail addresses
Additional report: Supplier report to include e-mail addresses, supplier address, bank details, terms,
5 votesHi community, as noted in my earlier update atm you could export your list of suppliers from contacts which will include email and bank details.
Being open, we don't have current plans for expanding on the details represented in this report. We'll continue to gauge the interest of this and share if there's any change.
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UK Payroll - Ability to customise pension letters on Xero
For some clients we use Xero's Postponement and Eligibility letters. This has proved very useful but currently the letters cannot be customised.
We have a client for example who pays a higher employer contribution percentage than the standard. The letters however, only show the standard percentage's despite the settings being different to the standard. We also have a client who has asked for their company logo to be added to the letters.
After speaking with Xero Central I was informed that the letters currently cannot be customised and don't pull from the pension settings.
If this could be looked into…
18 votes -
Cash Coding - Ability to attach file
It would be nice to have the option to attach files when using cash coding on the bank. To attach a file, I have to go back to the bank recon tab, find the entry and then attach the file. This wastes a lot of time. A small attach file icon or the option to attach a file on the drop-down will save a lot of time.
12 votes -
Multi-Factor Authentication: Support for third party push notifications
With the recent changes to MFA dropping the remember devices from 30 days to 24 hours, the MFA prompt is now far more often (which is of course more secure) however it does slow down login.
Could you please look at updating the MFA configuration to allow push notifications to the mobile authentication app, or better still the number match, which is far more secure. Examples from Microsoft is below, but the priciple would apply in most major platforms.
https://learn.microsoft.com/en-us/azure/active-directory/authentication/how-to-mfa-number-match
This would improve the user experiance over the token, but also improve the security overall.
Thanks
Dave24 votes -
Short term cashflow - Option to include payroll
Very simply, short term cashflow does not include a range of items the biggest and most important of which is payroll. I think if you are selling this feature you should be very wary of the need for a disclaimer if the feature fails to be accurate, and decisions could be made on false information if for example the biggest expense item being wages is not included.
Granted it should be something people take great care when making financial decisions and should note the issue, many don't have great financial literacy which is part of why xero was created in…
13 votes -
Xero with Stripe: Support for Afterpay payments
Now that Stripe offers Afterpay, it would be helpful to add Afterpay to Xero's native Stripe integration.
35 votes -
Invoicing - Option to automatically add selected items to every invoice
Having a business that charges a few things on EVERY invoice, it would be an idea that on opening every invoice, the specified products, automatically are entered.
4 votes -
Xero Accounting app | Dashboard - Show Pre tax profit
I want to show my operating profit pre tax on the mobile app dashboard.
1 vote -
Projects | Timesheets: Ability to set description field as mandatory
There should be an option to make the description field for users completing their timesheets mandatory. This would enable Project Managers and Finance Managers to view more detailed information other than the number of hours worked on tasks.
Currently many users do not fill in the description because it is not compulsory, which means that this detail is lost and decisions surrounding resourcing of Projects are not as accurate.
This is critical to businesses where R&D is a large area and therefore efficient Project Management is key. As this may not be critical to all business using the Projects Module,…
7 votes -
Bills: Open links in new tab on the new bills screen
On the new bills screen you're now unable to open other areas (awaiting payment/draft etc) in a second tab without first opening the purchases overview window in a new tab.
On the old bills screen you could either middle click or ctrl+click the options at the top of the list to do this and it was rather useful.
5 votes -
Dashboard - Ability to set up another users dashboard
We would like to be able to hide certain bank accounts on the dashboard so our employees who reconcile our bank accounts don't also see our payroll bank account (same with loan accounts, savings accounts etc) where the wages get paid from. I.e. the ability to edit the dashboard and 'hide' a bank account for certain employees/ Xero users. Currently as I understand, editing the dashboard is unique to the logged in user.
5 votesHi Heiko, even if you were to hide the bank account from the dashboard, if the user has permissions that enable them to access bank accounts they would be able to view this information somewhere else.
It sounds like you'd be interested in the idea across here asking for the ability to restrict access to bank accounts. Would this be correct?
If so, I'll merge to keep this feedback altogether.
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Fixed Asset - Ability to register multiple draft assets as one
On Drafts there would be say 10 lines which is actually all for the same asset.
Say I am building a product store. Using 10 different suppliers. Store, Erection, Floor, Building inside etc. I want to map all those together and register as 1 asset when done. This way the auditors see the whole store as one asset. Not 10 lines that I must show them. For instance "Thats the floor in that storage building"
12 votes -
Cheque Register: Option to use feature outside of Canada & US
Dear Xero,
Cheque Printing option should be available for versions outside of Canada & US It's a very key feature required to many organizations which should be added in xero. Hope to see this feature available to every version of Xero in the near future.
11 votes -
AU Payroll: Reset leave accrual on anniversary date
Set up leave so that it automatically tops up at the start of the year with a set amount.
I have an employee that has an arrangement of xhours per years to be used as they wish. At the start of each year this reverts back to the agreed hours. Any hours not taken during the previous year is cleared.7 votes
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