4574 results found
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Invoice Reminders - Increase # of reminders that can be set up
Hi,
Please can you allow more than 5 reminders, we chase to strict deadlines so 5 isn't enough. Does there need to be a limit?
Thanks
Ryan
35 votesHi community, we understand wanting to hear more from us here. Thank you for sharing and supporting how increasing the number of invoice reminders would help your business workflows.
Our product team are conducting research in this space and we have form you can sign up through here to share your input.
Throughout the research the team may engage you through surveys or direct interviews. We'd love to get your involvement to help us develop the future of Invoice reminders!
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Xero Expenses - Easily add expense to employees next payslip
Once expenses are approved it would be fantastic to have an option to "send" this to their next approved payslip rather than having to manually add this to the payslip.
Seems madness this isn't implemented already - what is the point in doing everything in Xero if you need to faff around making adjustments for details that are already in the system.
Employee's submit expenses - so you know who needs reimbursed already.
23 votes -
Customer Statements - Ability to choose invoices
Send Statements, Outstanding, Select Date.
We want to send statements to our clients for invoices that are 30 days overdue - so if I put in the 28th February 2022, Xero brings up a list of all overdue invoices as at that date however some of those invoices have been paid so if I send out the 'Activity Statement' its not a true record of the invoices outstanding.
I would like Xero to change this so that you can either click on each invoice you want to send out ie the ones that haven't been paid or Xero only shows…
6 votes -
AU Payroll | Lock ABN in Organisation settings once STP filed
I would like Xero to automatically lock the ABN on a client's file after the first STP event has been lodged. This will prevent clients changing the ABN when they change the entity's structure and reporting STP incorrectly across two ABNs. Undoing this mess is a nightmare.
33 votesThanks for your feedback so far, everyone.
We're currently looking at ways we could help fix double counting for issues at the ATO that have been made due to changes made to an organisation's ABN/Branch number and it'd be great to get input and further feedback from some of you here to help us understand and solve these issues.📝If you're interested in participating in this research and would be available to connect (this week) on 24th or 25th November 2022 - Please click through and complete this short survey. Thanks 🙂
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AU Payroll - Set up birthday and apprenticeship anniversaries reminders in Xero Payroll
It would be very helpful if there were the ability to set up Reminders in Xero Payroll for certain dates such as birthdays and apprenticeship anniversaries so that you would know to change the employee's Pay Rate accordingly.
132 votes -
AU Payroll - Total payment to show on Pay Runs and individual Pay Run screen
Show the Total Payment of a Pay Run, on both the Pay Runs and individual Pay Run screen. As it is, you have to click Payroll > Pay Employees > Pay Run > Employee to see the Total Payment for that specific Pay Run. Far too many clicks to check what the total amount was that was posted to Wages Payable account (and paid from the bank account).
6 votes -
Chart of Accounts: Disable Reconciliation to Specific Accounts
When users are reconciling quite often two mistakes are made frequently:
- Reconciling wages payable incorrectly to Wages and salaries (expense)
- Reconciling super payable incorrectly to Superannuation (expense)
It would be great to have a checkbox similar to "Enable Payments" that says "Do not allow reconciliation to this account" so that when people search for wages/superannuation they can't get shown the incorrect option.
38 votes -
Xero Expenses - Combine Expenses into a single claim
Currently Xero Expenses creates a single expense claim for each individual item.
Normal practice for an expense claim is it contains multiple lines (different expenses), such as parking, a restaurant bill and a hotel.I would like to have the ability to group individual expense lines into one expense claim.
I would then have a single bill to pay (an expense claim with multiple lines) appear in my Bills to pay, rather than one for each line.
111 votesWe appreciate the support in being able to combine multiple expenses, here.
At present, this isn't something we have planned, but we'll continue to keep a pulse on the interest for this here.
Currently, from the web there is an option to 'Approve all' expenses for a single employee. 🙂
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CIS Return - Notification of change
Need a warning message when a CIS Return has changed from the original amount submitted, to enable the user to know that an amended return neds to be submitted.
19 votes -
Reconcile - Create transaction without generating a new contact
Currently a new supplier is created in your contact list every time a transaction is made which results in too many contacts considering there could be very small items of spend at multiple stores on card etc. I only want to see key repeating suppliers in my contact list.
15 votesHi team, the Payable Invoice reports will generally help you zone into your top repeating suppliers and better view activity.
As suggested, if multiple contacts of a similar nature are being created merge may also help you manage these in your contacts list.
It'd be good to understand if there are other needs that this idea would help you with here - please do share any detail.
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Bank Rules - Report to review bank rules and their application
Bank Rules Report
To enable review of all rules in place rather than having to select each one individually. This will enable duplications to be removed, rules not working to be fixed etc etc37 votes -
Projects - view time entries by task
It would be useful to see a breakdown of the time assigned to each task within a project, rather than just a list of the time entries in date order. Seeing the overall time on the task page is useful, but being able to delve into that would be more useful.
16 votes -
VAT - Ability to sort, filter and search from within tax rate or tax box
VAT - Ability to sort, filter and search what is in each tax box or tax rate when reviewing a tax return. This will help when reviewing a return before submitting.
15 votesHey community, thanks for your interest and feedback on this idea 💡
Did you know that the transaction reports on the VAT return can be exported to Excel format where these can then be sorted/searched and filtered to help review the transactions?
We don’t have any near term plans to expand functionality to develop the ability to sort, filter and search within the tax rate box of the VAT return. If anything changes in the future, we’ll update you on this idea! 📢
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Aged Receivables Reports - Send Statements
It will be really great from the Aged Receivables Reports to be able to send Statements to Customers without having to leave the page and come back to it.
A flag, on the Aged Receivables Reports, of when last a statement was sent will also be very useful.
33 votes -
Navigation - View all option and dates instead of page numbers
As the title suggests. A "view all" option throughout the product would be great. Or even view a year. Far batter than having to click load more over and over again. Especially when if you click off of the page you then have to laboriously keep clicking load more again and again.
Also to have dates next to (Or instead of) page numbers in the various scrolling pages; cash coding, reconcile, etc.
Having to select a page and another and another to try and guess where the date of the transaction is is ver laborious. Having the date range alongside…5 votes -
AU Payroll - Leave requests for part time workers that dont work standard hours
When multiple days are requested the ability to adjust the hours for leave application so it matches the ordinary hours for particularly days.
198 votesThanks for your feedback and interest in the idea here. We appreciate the desire for being able to enable employees to make these changes themselves.
While this is something the team will continually review as they keep developing Payroll for Australia, we want to be open that this is not in the direct plans atm.
If there are any changes or progress for developing this we'll be sure to come back and update you on this, here.
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AU Payroll - Super maximum contribution base
Employers are only required to pay superannuation guarantee up to a quarterly threshold (maximum contribution base). At the moment Xero doesn’t cap the super at this level, and will allow super above the cap to be booked. (In fact, to limit the super at the cap requires a work-around adding 2 lines, one with 0% super and another with the fixed amount up to the cap.). Employers can easily overpay their employees’ super. This functionality needs to be built into Xero.
89 votesHi everyone, thank you for your feedback and I do want to apologise for any confusion my update's caused. You're correct in that the responsibility outlined in my response is relevant to the concessional contribution cap. Seeing your responses today, we now appreciate that the idea here is specifically around the maximum contribution base.
I want to assure you this is something our product teams are paying close attention to and though we don't have any immediate plans we can share, we will consider this request as we continue to plan our roadmap - We encourage you to share any further details on your experiences related to managing the maximum contribution base as these will be helpful to the product team as they assess this feature.
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Invoice - Ability to search invoices using account number
When using the search fund for INVOICES current options are: Enter Number, Reference, Contact or Amount. It would be nice to also be able to search by the account number issued to your clients.
15 votes -
Organisation settings - Exported Accounting data to include contact name
Accounting > Advanced > Export Accounting Data > Xero General Ledger (.txt), to add the Contact name (customer/vendor/employee name) as a field. Currently, such information is not exported.
3 votes -
Invoice - Encrypt pdf tax invoices (South Africa)
Encryption of PDF documents from within Xero.
Purpose: To ensure Tax Invoices are SARS compliant (VAT404 Guide - Tax invoices must be sent in encrypted format (at least 128 bytes), over a secure line or contain an electronic signature)
9 votes
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