177 results found
-
Send invoice reminder for specific invoice
send invoice reminder for one specific invoice
1 voteHi Shirley, we don't have plans for developing this any time in the near future.
However, in the case of an individual invoice, you can simply send the invoice to the customer again. If you'd prefer to use the wording of your invoice reminder email template - go to Invoice Reminders within your Invoice Settings first to copy & paste the detail. If this is something you'd frequently use, perhaps even set it up as an email template you can use on the fly.
-
Add Stripe "description" to Stripe Direct Feed into Xero
Improve / expand data brought across in Stripe Direct Feed. Description in Stripe is not brought across which means many Stripe transactions in our Xero feed have meaningless references and descriptions e.g.
Reference: ch_3MHilDKRj5Y4ltOC0Sef6SkV
Description: Subscription creation / Card Country-CAInstead of the actual product description that is shown in Stripe.
That means we can not create bank rules to rely on description / reference data and need to manually check transactions in Stripe to reconcile revenue to the correct product-based revenue accounts.
2 votesHi Erik, the data in the statement lines that's imported into Xero via the direct feed is provided directly by Stripe themselves.
To import the transaction description to match what appears in Online Banking, you could manually import your statement lines into Xero instead.
-
Obtaining a PAYG payment summary for an employee when employer is using STP
I would like to be able to obtain and print out an employee's PAYG payment summary (ATO now calls these Income Statements) from Xero. I am using STP. Employee does not agree to ATO's terms and conditions in MyGov so can't obtain the PAYG Payment Summary from there and ATO was resistant to posting it to the employee but when finally agreed to do so said it would take 4 weeks!
2 votesHey Ralph, it's not possible in Xero to access and print out income statements from an employee's MyGov account.
Whilst much of the information in an Income Statement comes from the STP filed as an employer, this doesn't allow us to access or provide income statements to employees through Xero.
In these cases we'd really recommend working with the ATO for a resolution, as they'll need to confirm the income statement is 'Tax Ready'.
More on income statements can be found on the ATO website.
-
export contacts list - presently doesnt include ABN
ABN number needs to be included on this report as this is presently excluded
company name / address/ banking details / legal name etc are all included.
is it possible to include the ABN?2 votesHey Kellie and Tracey :)
I've just confirmed for myself that this feature is already available in Xero.
When your contacts are exported, the ABN will appear in column AF 'TaxNumber' and the ACN will appear in column AL 'CompanyNumber'
If you're still having trouble with the export, I'd recommend reaching out to our support team for a chat!
-
Overpayments - Ability to set tax and account
When creating an overpayment during bank account reconciliation, the account and tax fields are locked and impossible to change. This is frustrating because based on our company accounting policy, we would like our overpayments coded to a specific account.
I would like to see this feature added in future updates.1 voteHi Yamen, overpayments are a type of credit transaction in Xero. An overpayment doesn't attract tax and is allocated to a specific contact which is why both these fields are locked.
Being open we don't have intentions of changing this behaviour - Perhaps a prepayment may better serve your needs here?
-
Gusto Payments
When Gusto is integrated with Xero, a bill is synced into Xero with the proper allocations of payroll related costs between wages, benefits, taxes, etc. That bill seems to work just fine. However, each time there is a bill synced into Xero, a user must manually mark that bill as paid by taking the amount from Gusto's payroll confirmation for Net pay and Taxes paid and entering each as a partial payment on the bill. Since the info is known, why can these payments not be synced into Xero as well? That would save manual steps each time a payroll…
1 voteHey Andy, thanks for sharing your idea!
Whilst Gusto is our preferred payroll partner for the US, Xero doesn't develop or manage the integration. If you'd like to share your feedback around their Xero integration, I'd recommend chatting directly to Gusto. You can use their Contact page to reach out directly.
-
UK Payroll: Hide hours on a payslip
Hide Hours/Rate on an employee's payslip.
1 voteHey Summer thanks for sharing this idea 😊
Currently, it is an HMRC requirement to display the hours worked on a payslip, if an employee's pay varies depending on time worked.
We'll be shifting this one to 'not planned', but if the requirements change in the future, definitely reach out again!
-
NZ Payroll: Email notifications for failed IR filing
Is there a way that if you file a payrun with Inland Revenue and it fails to files (as it can take up to 30 minutes) a notification is messaged to say that it has not filed. Similar to the message with email has have not uploaded.
1 voteHey Deb👋
The team have confirmed there are already notification emails in place for payday filing issues.
Payroll admins in your organisation should receive this message to their Xero log in email address.
If you're having trouble with those email notifciations, our support team can help 😊 You can raise a case here.
-
Please stop adding extra clicks and extra steps to our workflow under the Bank Recs, Reports, Contacts, et al.
As accountants we are busy busy busy and I understand everyone is busy today but we are up against HARD DEADLINES almost daily in our business. Every extra "click" added in Xero over the last months have added extra time it takes to do our jobs. The extra clicks it takes to get to the last month Bank Rec is stupid crazy. No one reconciles their bank to "today" - we don't even have bank statements to reconcile to until month end and that is what we need our bank recs to reflect. When Xero updates it's product, it seems…
1 voteAppreciate your feedback on the changes across Xero, Jackie. Being open it is hard to understand true interest and communicate on ideas that span many features and areas of Xero, and for this reason we will mark the idea as not planned.
There are some necessary changes that in some places may add more change a previous flow you may have grown accustom through our building on beautiful work.
Our teams are conscious of this and working wherever possible to increase simplicity for the way customers work in Xero.
-
Reporting | General ledger - Export in a bkmv format
We an israeli accoubting firm
The israeli tax autohrity demands an export of the general ledger in bkmv data fotmat,
We will appreciate it deeply1 voteThanks for engaging and sharing your idea in community here, Yoash. Though very appreciative of the differing format needs across the globe, we want to be honest that we don't have plans for enabling export of data from Xero in a bkmv format.
You could use a format converter application outside of Xero to convert the file the format required by differing authorities. Thanks
-
Global Payroll - Add employee end date
Xero payroll ~ To have additional setting to include end date for employee when resigned so that the employee will not appear in pay run.
1 voteThanks for your suggestion, Lynn. There are no plans to streamline ending employment or adding employee end dates for our Global Pay Run product.
Currently, you can archive the employee’s contact in Pay Run - This way the contact won't appear in future pay runs, but you can still access their payment history.
Pay run is a lightweight, simple payroll tool for paying a few employees in your base currency, as well as running pay reports and managing basic employee information. If you need a more full-featured payroll experience in the global version of Xero, we'd recommend checking out payroll app partners.
-
Customer Support - Phone support
xero are doing everything possible to not help its customers, I can't email anyone for support, my issue I'm having isn't on the webpage, it says start discussion and doesn't lead me anyway to fill in some details to get a reply, even pretending to be a new customer I can't ask a question, why would anyone buy this without being able to have some questions answered before they buy, really disappointed. been with them for years now, i will be going back to myob.
7 votesHi Peter, I'm sorry to hear the trouble you've had seeking help.
Discussions that you've mentioned finding is a community public forum and not a direct way to seek help from Xero Support. You'll find within the same site, next to the Start a discussion button there is an option to Contact Xero Support.
Through this you can raise a cased directly with our team of experts where we have different specialists to assist depending on your needs.
While it's not an inbound phone line, you'll generally find they have quite a quick turnaround and can set up a phone call where needed.
Having a response through your case also means you can look back on this and any resources shared at a later time should you run into a similar scenario, again.
I'm going to close your idea here as we don't have plans for an inbound…
-
Reporting - Reporting engine structure
Reading through some of the suggestions from clients and they all have a similar background theme - the reporting engine in Xero is decades behind what should a rich and easy to use reporting engine. Unfortunately it just doesn't exist. The back end data is difficult to access and find the correct meta data to even start building something that is remotely useable. There is nothing simple or easy about creating a report in Xero - there are a plethora of BI tools on the market that could partner with Xero to produce quick informative reports that are easily customised…
1 voteAppreciate the feedback, Alex - However this is quite difficult to consider in terms of the change you'd be looking for our teams to make or develop for.
Could you please detail of use cases or scenarios when you're trying to find data pull into a report or which direct fields you're hoping to report on in Xero? Thanks
-
Payroll AU API - Unscheduled Payruns & Payslips
After creating an unscheduled payrun via the Payroll AU API when you get the payrun it returns an array of payslips where the employee id and payrun id do not exist (the only fields returned are FirstName, LastName & UdatedDateUTC). If you then proceed into the xero admin (in the browser) and view the payrun you can then click to include an employee. Returning back to the API if you retrieve the payrun again the employee id and payrun id are then set for that employees payslip entry.
We also tried creating approved timesheets for employees before the unscheduled payrun…
9 votesHey community, thanks heaps for all your interest on this idea so far 😁
Because this one would actually be better suited to our AU Payroll API forum, I'll be closing it off here on Product Ideas.
I'd really encourage you to share it with our developer community though!
-
Inventory - Barcode scanning to adjust stocks
Barcoding for inventory for quick and easy adjustments. Scan a barcode in "Products and Services" then enter amount and record as stock take.
At present I have to buy a very expensive app, to do this, that does a whole load of other things that I don't need, or Xero already does 10 times better than they do! It's crazy!
I'd even pay double my Xero subscription for this feature. These 3rd party apps are a rip off!1 voteAppreciate you'd like to use Xero to complete this process, James. Being open, developing the ability to import stocks through barcode scanning isn't planned, and as you've noted there are specific apps in the marketplace that can fulfill this need.
You may want to read some of the reviews to compare the offerings of each through our app Marketplace.
-
Encrypt ABA File in Accounts Payable
At the moment, when I export aba file at accounts payable batch payment, it can be edited. It will be great if can be encrypted so no changes can be made.
1 voteHey David, thanks for sharing this idea - appreciate that you're looking out for your information security!
As the .aba file needs to be accessed and read by your banking partner, it's not possible to create an encrypted one.
We're not aware of any banks that currently accept (and subsequently decrypt) encrypted .aba files.
However, if that changes in the future, I'd encourage to submit a similar idea for your specific bank 😊
-
Approval Max Integration
Include Notes/Comments and how to pay in feed from Approval Max to XERO so accountant can see that when processing Bills.
1 voteHi Aparna, the integration between Approval Max and Xero was designed and built by Approval Max themselves and they're best to engage on any improvements or expansion to this.
This isn't something we'd look to do ourselves, but you can contact their support to see if this something they'd consider.
-
GST Account needs to be split
Please allow the function to split the linked accounts for GST Collected on Sales/Income and GST Paid on Purchases/Expenses. It's extremely frustrating to have them all lumped into the one account and makes year end reconciling much more time consuming and difficult. Needless to say, it makes it a lot harder to do year end adjustments correctly.
1 voteHi Jodie, the single GST account in Xero is designed to calculate and create the org's Business Activity Statement based on the accounting method selected in the org's settings. I want to be open that we don't have plans to change this.
However, you could use custom tax rates to separate different rates within the GST account.
-
Pay with Wise | Include Batch number in failure notifications
I had an issue where I made a couple of batch payments via Wise Pay and one of those batches had an issue and I received a notification on Xero that 2 payments had failed. The notifications do not refer to the batch number. Please can this be added as it would be a great help in identifying the correct batch of where the issue lays in the future.
1 voteHi all, while we removed the Pay with Wise as a follow on from our last update we wanted to confirm that we have released UK bill payments in Xero.
Customers in the UK can set up direct bank transfer as a payment method for GBP bills to quickly and securely pay bills. Funds are transferred from your bank account by Crezco using open banking. The availability of open banking in the UK has enabled us to offer this on-platform. 🙂- Read more on our Blog
-
Low balance alert on bank account
I'd like to know when a specific bank account balance gets below a certain amount, it would be great to set an alert or get a notification.
2 votesHi Nicola, appreciate the idea however do want to be open that we don't have plans for implementing this type of feature directly in Xero. Feed imports can differ from bank to bank so the timeliness of this information would be likely be little use to many businesses especially in the case of manual imports.
There are some banks that offer alert or notifications for what you're asking here, I'd recommend enquiring with your bank directly. Thanks
- Don't see your idea?