4690 results found
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NZ Payroll: Timesheet summary reports
It would be really helpful if there was a report that showed the actual amount of hours worked per month per individual and as a total. Our company has busy seasons, as well as quiet seasons and having a report like this would help us in planning our staffing situation.
41 votes -
UK Payroll - Timesheet summary report
To be able to produce a report on historic timesheets, week by week and or month by month for each employee
Timesheet report
10 votes -
Check Register: Hide previously printed checks
When printing newly created checks it would be nice to have the ability to easily select all for just those new checks by marking all previously printed checks as having already been printed instead of either having to check the box next to each check you want to print or by doing a search by date (if you print checks once daily) to be able to then select all to print.
3 votes -
Bill | Payment fields - Allow price pasting with commas and dollar $ signs
On bills awaiting payment and payment batches having a way to copy the amount that is not formatted so that it can be pasted directly into bank payment amount fields. At the moment the value is formatted with commas "1,200" which cannot be copied directly to a bank payment page.
2 votes -
User Role: Restrict access to Projects
Only allow people with limited access to Projects to see their own hours/project, not the total hours billed to any project. The total hours are really none of their business.
9 votes -
Bank Rec: Option to add pre-defined bank fee to subtotal when reconciling payments
My payment provider has recently started taking their fee percentage prior to the deposit, versus charging me at the end of the month.
This has caused each of my deposits to mismatch the invoice total.
Meaning, I need to add a bank fee on each individual transaction.
It would be EXTREMELY useful to have a "default bank fee" or "default credit card fee" button that would:
1) Remember the Contact as [Payment Provider] (currently have to type that in manually)
2) Add a default description "Credit Card Processing Fee"
3) Allocate the charge to an account [5150 - Credit Card…8 votes -
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.
15 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…
155 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.
6 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.
14 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.
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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…
20 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?
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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?
16 votes -
Customer Statements - Transaction History Option
Please can Xero consider adding a Customer Statement option that shows payments as totals (not splits per invoice allocation) as found on the bank statement.
Many businesses have customer accounts that are paid towards or caught up regularly in round bulk amounts that do not neatly match individual invoices.
In these cases customers getting statements showing their payments as splits cannot easily or intuitively see the amounts that they paid on specific dates.In dealing with queries ourselves we find that many customers find the Activity Statement format frustrating or confusing, especially when we have to capture part of a…
8 votesHi Jessica, it'd take some customisation of the Statement advanced docx. template but it is possible to remove fields from showing that may cause confusion or are unnecessary for your customers.
You could look at removing the 'PaidAmount' field if this is not required and just keep the 'Balance' and 'Amount' fields.
There's a discussion over in Xero Central where there are others in community who often help with making changes ti advanced templates and maybe of help here.
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