4794 results found
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Financial reports - Insert blank rows
Insert blank row in customised financial reports to separate different groups..
3 votesHi Karen, could you edit the report to create groups that would show this separation?
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UK Payroll - Provide default net pay report
Produce default Net Pay wages report.
Having to use Gross to Net, and not be able to save the customised report is a big flaw in Xero payroll.
Please can we either save custom Gross to Net formats or please provide an easy Net Pay report.
1 vote -
NZ Payroll - Add multiple bank accounts for payroll batch payments
To minimise additional payroll payment processing it would be great to have the ability to pay employees from more than one Company bank account using the Payroll Batch payment functionality i.e Employee 1,2,3,4 gets paid from Bank Account A and Employee 5,6,7,8 gets paid from Bank Account B.
9 votes -
Payroll Employee Summary (AU) - filter by current employee groups
The original post is closed, and I need to address the solution provided: https://productideas.xero.com/forums/940636-for-accountants-bookkeepers/suggestions/48187811-au-payroll-employee-summary-filter-by-employee-g
The solution provided for the removal of filtering by Employee Group in the Payroll Employee Summary report now includes all employee groups ever in existence, including the multiple spellings which have since been fixed, groups deleted after never being used, and archived groups which have not been used in years and will never be used again.
I have provided both a screenshot of the current Payroll Employee Summary filter by Employee Group dropdown, and the same on the Payroll Activity Summary. (The latter shows what I…
2 votesAppreciate the added feedback, Freya. I've shared back with our team and we'll let you know if there's any change planned for this.
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Contacts - Add the File icon back to the Contacts transactions list
Under the previous Contact view, there was a book icon to show if there was an attachment to a bill. Now there is an icon to allow copy bill to draft bill. I can't imagine any time I would use this, but value being able to see if a bill has an attachment. I have to open the bill now to find if there is an attachment or go back to the Purchases section and create a report there.
11 votes -
MFA | Role that can enable another user to reset multi factor authentication
Have a designated advisor / subscriber have the ability to remove multi factor authentication from a user so that a new method can be set up by the user.
Purpose: For those businesses that have operators which are not tech savy, having either the subscriber or the advisor who holds a professional membership / qualification, who have passed ID verification processes, let the designated person have the ability to toggle off multi factor authentication so that the user and re set up their authentication process so that when their phone is lost or stolen and their alternative entry points don't…
10 votes -
AU Payroll - Employee Summary Report for dates worked
Payroll Employee Summary Report
Is there a way to have this report show the actual period the wages are for? Currently the report shows "for the period 17 April 2024 to 17 April 2024, which is the date the payroll is paid. BUT the period is actually for 10 April 2024 to 16 April 2024.
3 votes -
Navigation - Make invoice lists available as sub menus
When depositing checks, I often search for the customer name or invoice number and deposit ONE CHECK AT A TIME. While this is less efficient than batch deposits, it works fine for our low volume of checks (most customers pay by CC or ACH now). That said, it would be more convenient to navigate to business/invoices/awaiting payment in one step than navigating to invoices and then clicking on the awaiting payment tab in a second step. IOW, you should show the sub-navigation within invoices so you can go to the exact tab you want.
2 votes -
NZ GST - Add Publish Function to new style GST report
Hi
I would like to request that we keep the publish button on the new GST layout. The new GST Return layout does not have the Publish to Reports function (this has been removed). The Publish Function is an important function for clients, bookkeepers and auditors to access all relevant publish reports in one place.168 votesHi community, appreciate your feedback on the new GST return and detail of how the Publish feature is useful to you. While we don't have immediate plans for developing this in the new return, this is something we're monitoring and will consider as a future improvement. If there is any change around this we'll share this with you all through the idea here.
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CIS - Email annual statements
At the moment I cannot email end of year CIS statements through Xero to contractors like I can for monthly CIS statements.
It would be very helpful to have this facility as I have to download PDF for EACH contractor (which can be very time consuming) and email individually at year end.
This is a requirement as a CIS main contractor, so should be automated and easier for us to do this. Thanks
2 votes -
Xero Accounting app - List contact transactions in Date order, newest first
When going into a contact in the web version oif Xero the paid and unpaid invoices/bills are listed in date order with the newest first. This is not the case in the Android App version and it is really annoying having to scroll through (in one case) 200 invoices to get to the most recent.
Can the App versions please go newest first like the web version..
4 votes -
Inventory - Ability to select CIS labour income
I have a growing body of CIS subcontractors who would like to use products and services to save time when raising sales invoices to regular construction customers. Unfortunately, you cannot select CIS labour income when setting up a product and service. If you could it would automate so much of their sales invoices.
1 vote -
search function
Good day, we would appreciate it if you can add a feature in the search criteria to allow you to search in any field.
The purpose would be if you searched for an amount or description it would pick that up irrespective of how a transaction was processed. This will make find and recode or fixing incorrect items on the Account transactions easier.
Thank you
1 voteHi Gerrit, just to check it sounds like you're referring specifically to the search in Find and recode - would this be correct? Or would you like to search by any field in the top navigation search?
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Batch Payment - Warning when creating ABA file that bill is removed
At the time of creating ABA file with 10 bills and one supplier bank account has an error (eg extra 000 in front of the account number), XERO still allows to create the ABA file however removes the bill without a notification.
Let's say you do not take time to check the batch payment PDF file with ABA data file, you do not know that bill is removed.
If XERO does not allow to create the ABA file OR notify that bill is removed from ABA file will solve the issue.
2 votes -
Bank Reconciliation - Restrict "Mark as reconciled" to Adviser users only.
Restrict the "Mark as reconciled option" on payments to be "adviser" user level access only. This will reduce the instances of clients inadvertently causing bank reconciliation errors. Many dont understand the implications of clicking this.
1 vote -
Payroll Employee Summary report - Include employee group name on the report
when printing or saving the employee summary report x group the name of the group doesn't appear. If doing multiple groups, this makes it difficult to know which group is which when referring back or from printed reports.
15 votes -
NZ Payroll - Record sick leave as days
We need sick leave to be recorded in days to line up with current NZ payroll legislation. 10 days sick leave. The current settings in hours only work for people who work the same hours on the same days. Anyone with variable hours or different hours on different days this does not work and manual accrual needs to be kept outside of payroll. Then leave balances need to be manually adjusted which is a lot of work. This has been an issue for many many years and would be good to get fixed.
8 votesHey team, as some may have seen we've been doing lots of work in the NZ Payroll space. For those just getting started with Xero (from 5 August 2024) sick leave will now be recorded in days, and can set up the Sick leave entitlement date.
We appreciate many in the idea here have been using Xero for a while and we want to confirm this is something we're working on for our existing customers as well, however there are more intricacies to work through from what already exists to the new. We'll round back to confirm with more detail and to let you know when this is being released for everyone. Thanks
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Notes - Ability to bulk add to transactions
It would be incredibly helpful to be able to update multiple notes at once. For example, if I have a list of 300 invoices and a statement has been sent, I want to see that note on each invoice, so that anyone going into that account can see the last action. So for example, I want to add the note 'Statement sent today requesting payment by 19th April' to all 300 invoices, but I want to be able to select them all and add that note once, not 300 separate times.
It would be so helpful and would save a…
1 vote -
History and Notes - Filter by Note
It is crazy to not be able to filter History and Notes by notes. What good does a note do me if I either have to:
1. Go to the customer to see if there is one OR
2. Have to read through all of the "Edited", "Credited" etc just to find the notes.Also make it so the notes can be filtered by customer/supplier. Notes do absolutely no good if they cannot be accessed or looked at easily.
The attached has been filtered so the type is ONLY customer. I highlighted the items that are desired. All the rest…
2 votes -
Dashboard - Show Bank Variance
Show the variance between the bank and the Xero statement balance on the dashboard.
2 votes
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