4857 results found
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Bill Payments - Payment service for South Africa
Supplier bill payments for South Africa for payments and debit orders that directly pulls from Xero, like being done in the UK with Crezco, which can be done with Paysoft Flow (https://paysoftflow.co.za/) in South Africa for example.
2 votes -
AU Payroll - Make employee groups mandatory
Please give us the option to make Tracking Groups a mandatory selection on the Employee tab before Xero users can save a new employee. This will stop users from setting up new employees & forgetting to assign the Employee Group tracking group which results in misreporting
2 votesHi team, while we appreciate your feedback and why you'd like to make this field mandatory not all businesses use tracking for payroll. We want to be upfront that we don't have any plans for making the employee groups field mandatory.
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AU Payroll - Process irregular pay runs
If an employer pays irregular wages, there is not option in the calendar or the employee card.
It would be great to assign irregular pay runs to the employee card.4 votes -
New Invoice - be able to select Overhead/Expense Account from Chart of Accounts
In the Classic Invoice you can select an overhead or expense as the account to raise an invoice against. This is useful where you are incurring costs that will be charged out at a later date. In the new Invoice version you cannot do that.
1 voteSorry Natalie, not sure what's going on for you there as you should be able to select from any of your accounts in new invoicing. I've just tried testing this in the demo company and see all accounts available for selection. If you're still having trouble with this please do raise a case with our specialists through Xero Central and they can take a deeper look into this 1-on-1 with you.
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New invoicing - Remove split screen when sending
The split screen when sending an invoice makes everything cluttered. I already approved the invoice, I dont need to see it as I add an Email address
4 votesSorry to hear you don't like this feature, Richard. We've heard from others that this helps them get a better picture of what their invoices will look like when sending to a customer and enables them to make changes on the fly without having to preview or send a copy to themselves first.
Appreciate it might not be everyone's cup of tea and while we don't have any plans for removing this atm, we'll get a sense of the interest through the idea here.
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AU Payroll - No Annual Salary for Casuals on Employee Remuneration
It is better to not to have annual salary for casual employees in their pay sheets and also in the remuneration report in Xero as it is not a reliable figure to have in.
2 votes -
REPORTS - Ability to rename columns
I generate a custom report for Project Timesheets and I would like to be able to rename the columns as sometimes we use slightly different terminology or we use the tasks in a slightly different way to work around limitations.
e.g "Resource" instead of "Staff", "Role" instead of "Task".
For some projects we enter a week's worth of time entries at a time, so they are dated at the end of the week, so I would like to change the column to "Week ending" instead of "Date".
1 voteHi Emily, similar to your other idea if you can share detail of the Projects report you're running here it'll be useful when sharing with our team and may help others also interested in this associate to your idea here, too. Thanks
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Add Logo & header/footer
I have setup a custom report to generate timesheets for different projects as we need to provide these to customers, along with the invoice.
Currently, I have to export and then copy and paste and tweak it, to fit into either a PDF or Excel so I can add our company logo and details.
It would be great if we could add a Header and/or Footer with text and enable the organisation's logo to be displayed when printing to PDF.
4 votesHi Emily, if you are a Xero Partner you can set up report styles which will allow you to add a logo to your reports. Appreciate the other portion of your idea on being able to edit the header and footer of a Projects report which is not possible atm - out of interest is there a specific projects report that you are running in relation to your idea here. This helps when sharing back with our product team.
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New invoicing - Don't open new tab when clicking the contact
Dont automatically open a new tab when clicking the contact link in the new invoice or give option to turn this off.
There is Alt+click shortcut on all browsers to do this already.
Making this auto open as default leads to too many unnecessary tabs and attributing to a more messy workflow8 votesThanks for your detailed feedback, everyone. We do find that customers have differing expectations of how clicking a link should behave.
With the current behaviour, opening the contact in a separate tab means that users don't lose any information they may have entered in the invoice.
We don't have any plans for changing this in the near term but it'll be good for us to continue to get a sense of the interest around this from our community here. If there are any changes that may impact this we'll share an update with you all here.
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NZ Payroll - Show date leave was applied for in the leave request
Can the date leave was applied for and approved be added to a leave request?
4 votes -
VAT return - Make sections collapsable
It would be great to be able to open & close the sections in the VAT return.
I might be looking for a specific line in the Expenses for example, but need to scroll though all the sales. A little toggle to drop down or close off would be great!2 votes -
Contacts - Flags to indicate if Notes and Files are attached
On normal "blue" Xero, for each contact there is a Files and Notes Tab - it would be great if on the top banner there is a an icon to flag when there is content in that tab.
Also, on the Activity Tab, there could a column to indicate when an invoice or bill has an File attached, as it appears when viewing all invoices or all bills (not under each specific contact).
2 votes -
New invoicing - Ability to archive
Archive invoices that are not paid on time, to avoid depleting stock levels and to still keep a record of what was sent.
1 voteThanks for confirming, Karla. We'll start to feel out the interest of this here. It's not in our direct plans atm, but if there's any plans made we'll be sure to let you know, here.
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Contacts - Ability to bulk Archive contacts (Export/Import)
The ability to bulk archive Contacts via exporting a CSV, deleting contacts and then re-importing those that should stay.
4 votes -
Permissions - Auditor roles that allows read only access to everything
We're auditors and some of our clients are having issues around providing consistent access to everything as they don't want us to have read-write access, and we don't want that either. What we'd like is a user class for auditors/regulators which is read only and allows access to everything.
6 votes -
New invoicing - Show amounts with commas
Classic view invoicng compared to the new view invoicing. The new version shows figures entered as 123456789.00 but Classic View correctly shows 123,456,789.00. All figures should be shown in 123,456,789.00 format. It's accounting after all! This is not a suggestion, this should be a bug fix, especially before new invoicing is enforced.
26 votes -
New invoicing | Overpayments - Account drop down (not up)
Thanks for fixing Over payments in the new system - works great! - 1 adjustment - the account menu pops - UP not Down, and bank accounts are off the top of the screen need a lot of scolling, can you change to normal pop-down please? (like the Date Paid menu)
2 votesThanks for the feedback, Stuart! Great to hear you're already using it. I've passed this back on to the team and will keep you updated if there's any planned change 🙂
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Invoice reminders - Custom date and time
Being able to customise the invoice reminder so it only goes through during business hours and during working days M-F.
16 votes -
New Invoicing - Make it work with Projects
The new invoicing doesn't work properly with Projects! A disaster for me this morning - trebled the time it takes to do my weekly Projects invoices. When it falls over because it can't find the GL Code to use, and doesn't even have subtotal and total fields....did someone forget about that when they were adding all the new empty space on the screen and screwing the work flow up?
6 votesHi Karen, this does sound like odd behaviour and would be good to get a closer look into. I see you've also come into our Xero Support team and they've suggested booking a time to connect and share screen so they can see the behaviour occurring for you. If you can respond to them through your My Cases they can investigate this with you 1-on-1. Thanks
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Dashboard - Tax & reporting to include when an activity statement is ready to prepare
For the existing Tax & reporting tile on the dashboard, it would be good if the Activity Statement included an indicator for when the next one is ready to be prepared and submitted.
2 votes
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