4584 results found
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Super Accruals Report to include TFN and Addresses
Recently did the super and needed to add the TFN of each and every individual employee manually into the file.
If it's a required field for the clearing house file then it should be included in the super accruals report - obviously.
2 votes -
Repeating invoice with annual increase
Repeating Invoices - automatic price increase
We have several client contracts which include 5% price increases per annum. It would be great if you could create a repeating invoice and specify a percentage to increase the amount by on its next repeat
3 votes -
Subscription - Jersey businesses to be charged in GBP not USD
Businesses based in Jersey (Channel Islands) are treated as Global Customers and so charged in USD.
As part of the British Isles I'd suggest we should be treated better within the UK bracket and be charged in GBP. Or be able to chose the currency of billing.
1 vote -
New invoicing - Searching items by start of field
New Invoicing - Type in Item - please change back to only searching start of field, as per old invoicing.
Now that typing in the Item field in the new invoicing brings up every item with that word or part word in anywhere, we either need to learn all the codes, or make sure our items all contain totally different words. It takes ages to find the item required.10 votes -
vat return prompt
Would like a red prompt on main dashbord screen if VAT return is finalised but not filed . Do not want to go into VAT return screen to be prompted. Small businesses like mine may not visit "VAT" from one quarter to the next if you think you are done.
By showing on the main dashboard screen you would instantly see something was wrong avoiding a late filing and unnecessary HMRC penalties or fines.1 vote -
Xero Accounting app - use '+' to Create Spend/Receive Money
Hi Xero,
Thank you for your continued improvement with the software. However, my client who are into cash basis accounting would like to have Spend or Receive money feature on the mobile app as it appears on the web.I saw a similar idea which you responded to it, but that option only works for those who have direct bank feed into their system.
My clients do not want to create invoices before receiving the amount when using the Xero app. The spend or receive feature will be a game-changer for my clients here in Ghana.
I have attached an…
1 vote -
Assigning invoice when sent to xero email
It would be helpful to assign an account to an email sent to Xero containing a receipt (similar to how this is possible in the mobile app).
1 voteHi Lauren, just to make sure I understand your idea here correctly. Would this be when using Xero's email to bills feature, or just generally when sending a file to the files inbox?
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UK payroll - Option to post journal as individual or bulk
Journal Entries, have the option to post the journal as either a bulk journal (which it currently is) or as individual transactions, so you can see a breakdown between each individual employee. This is will be useful if a client has medical benefit and needs to break this down between individual staff as they all pay different amounts.
1 vote -
Show potentially related transactions in destination account when doing internal transfers with currency conversions
When I go to reconcile a conversion between say... USD and AUD (which I'm looking at right now) on two accounts (e.g. USD and AUD Wise accounts) I have to have both accounts open on my screen to know how much to put as the converted amount in AUD when reconciling the USD line (and vice versa)
It'd be useful to have Xero display recent matching transactions, as it knows roughly what the exchange rate would have been so can display the closest matching line items that could be transfers, so that we can select one rather than having to…
1 vote -
Move employee-level tickbox for leave loading eligibility to Leave tab
Australia has leave loading, which is a payment intended to compensate people for the lost opportunity to earn overtime that they would have if they weren't on leave. There are business-wide settings, but because not all employees are entitled to leave loading, you have to enable it for each employee in their individual settings.
Currently, the tickbox to mark an employee as eligible for leave loading is down the very bottom of the Taxes tab in the employee card. It is very easy to miss, because logically all leave-related settings would be in the Leave tab. I would like this…
1 vote -
Urgent Enhancement Request: Payroll Management for Overseas Employees
Urgent Enhancement Request: Payroll Management for Overseas Employees
Dear Xero Product Development Team,
As a tax agent advising clients who utilise Xero for their business operations, I wish to bring to your attention a critical feature gap in Xero's payroll functionalities—specifically, the management of payroll for overseas employees.
Considering that Xero's pricing is positioned above competitors like QuickBooks, it is reasonable for users to expect robust functionalities that simplify compliance, particularly with the Single Touch Payroll (STP) Phase 2 requirements.
QuickBooks Online has set a commendable standard by implementing features that enable the management of employees based internationally with compliance…
4 votes -
New GST Report Format - Cannot see full reference column details, also add attachment icon to RHS
The reference field is too small. It looks as tho' different suppliers are using the same invoice number which is not correct, as the invoice number truncates the display and is followed by ...
In the example attached, you will see Inv-28... for 01 Apr 24 and also same for 01 May 2024.
In the example, you also see RA-101... for a Pal... supplier and also for a B.... supplier.Also, it would be helpful if you could see if an attachment was uploaded - you could consider showing an Icon outside the RHS of each line., as something Every…
1 vote -
New invoicing - use links instead of dropdown boxes
Instead of having dropdown options or the three dot options all of the more commonly used invoicing functions should have tabs or boxes to select the different functions.
Xero has to cater for a wide range of businesses with a wide range of requirements so there is no one size fits all for the invoice layout.
1 vote -
Payroll - Bulk imports such as tips
We currently need to manually enter additions such as tips to several employees which is time consuming. It would be nice to enter all the tips with one CSV import into Xero.
3 votes -
Payroll- no option to 'Approve & Next' employee
In Payroll --> Timesheet --> entering hours for employees, there is no option to 'Approve & Next' employee, which would make entering hours easier. It would mean one doesn't have to keep going back to the main Timesheet menu when they are working through a roster of staff.
7 votes -
Invoice - Show delivery address under business name
In the Standard Invoice template - the delivery address currently shows in the middle column, rather than under the name of the business. This is confusing if a business has multiple locations, with one centralised billing address. It means that the centralised billing office can't easily see which location the invoice is for/items were delivered to.
It would be better to show the delivery address under the name of the "To" so it's obvious which location the items were delivered to with the name and the corresponding details of address and contact person.1 vote -
UK Payroll - Payroll specific tracking
Why can't the payroll be separate to Xero? I can't allocate Employee Groups because I've already got two tracking categories in use!
2 votes -
Customer statement - add customised due dates
Customer statement - with a customised due date option.
The option to be able to email customer statements directly from Xero with a customised due date. Eg. Selecting email customer statements to 30th June and only invoices that are due up to the 30th June are generated and emailed (rather than everything that is invoiced on their customer card which in our case could be up to 12 months in advance).
4 votes -
Repeating Invoices - Quantity of payments option
Repeating Invoices have the option to provide an optional 'End Date', however it can sometimes be difficult and/or time consuming to identify the correct end date. There's also potential to miscalculate the correct end date which can sometimes result in customers being under or over charged if the selected end date results in the wrong quantity of payments.
It would be very useful if there was a 'Quantity' option for Repeating Invoices which would automatically select the correct end date. Therefore eliminating over/under payments.
This feature would be useful for those who know exactly how many times a repeating invoice…
7 votes -
Batch Payment - Allow the "Reference" field in bill payments to overwrite the reference field in the batch payments file
Currently when creating a batch payment, the bank payment details fields (Particulars / code / reference) are all drawn from the payee's Xero contact details page.
payment of some bills require an invoice number in the bank payment reference field (rather than just an account number), and this also helps to track which invoices are paid for companies with frequent / varied billing + auditing bank transaction list records.
It would be great if either:
a) For a specific bill, Xero reads the invoice number and places this into the "reference field" within the bill payments screen (usually works) AND…2 votes
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