4572 results found
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Contacts - Birthday notification
Hi guys,
It would be great if we could get reminders for customers and suppliers birthdays, this is great for customer relations. Also a reminder for certain documents that might expire at a certain time.
11 votes -
Xero Expenses - Option to assign VAT rates to employees
Xero Expenses - Limit the selection of VAT rates available for employees to select (we have a client who has domestic reverse charge, reverse charge and other VAT rates that the employees will never need to select and therefore it would be better to reduce the available list for them to select from otherwise they are more likely to select the wrong rate)
1 vote -
Profit & Loss - Show dividends/distribution/Income tax after net profit
Standard layout, which is the one that clients generate and use to check their profits, shows dividends paid, Income tax expense or distributions. This makes the client very confused as these are not part of the operating expenses. Clients do not need to know how to edit or prepare a new layout to take these expenses out. Also, we as accountants can't customize P&L for each of our clients.
This needs to be address urgently.
75 votes -
AU Payroll - Display specific employee details in a draft payslip
Display employee information such as Employment Basis, Employee Group etc next to the employees name when in a draft payslip.
2 votes -
Bank Feeds - Get daily feeds for weekends and public holidays
Daily Bank feeds from all banks to Xero for the weekends & public holidays now that transactions are done then and it puts our bank rec out.
9 votes -
NZ Payroll - Customise Cash Summary Report
Xero Payroll Journal non-cash option for the Cash Summary
Currently all transactions from the Payroll Journal will pull through to the Cash Summary Report. The information that pulls through doesn't differentiate what has being paid from a bank account or non-cash.
Suggestion to add a functionality in Xero Payroll and exclude certain items from the Payroll Journal from automatically showing in the Cash Summary Report.
1 vote -
Email Templates - Account Number Placeholder
In Organisation Settings / email settings / templates
Can we have a place holder to allow us to include our Account Number in the subject and body of our default emails to clients for invoices and statements10 votesThanks for the confirmation, Sally. We have some current work underway with the email send modal in invoices, however I want to be open that at the time the team are not extending to add new placeholders that can be used.
For now, as you may have found you can edit the default email to add the Contact Account Number before sending the invoice. Appreciate wanting something more automated and we'll continue to track the interest of this idea and share if there's any development.
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Invoicing - Assign & invoice a billing client
To be able to Assign & invoice a billing client within blue Xero. It’s not unusual to have a central billing agency looking after subsidiaries accounts so the ability to bill the agency while having the subsidiary with thin your system to raise the invoice against would work well.
1 vote -
Pre VAT Registration Date - amendments on Vat returns
It would be very useful if Xero stopped pulling amendments from transactions before the VAT registration date onto the VAT Returns.
EG. Some transactions before the VAT registration date had 20% VAT on them, these were corrected after the first VAT return was completed. Which then was pulled onto a VAT return resulting in a reclaim position rather than paying HMRC.
3 votes -
AU Payroll - Manually including extra PAYG tax needs a zero cents validation
Typically Xero calculates all PAYG tax to be withdrawn from employees to the nearest dollar. Correct. However, the same check isn't in place if you manually add extra tax. In the past, I included extra tax to be withdrawn from an employee and included cents in the amount. At tax prep time, this caused a headache for my accountant. Xero could easily prevent this each time or warn you closer to the end of financial year to get back on track with zero cents.
1 vote -
AU Payroll - Option to rehire employees using the same employee record
Xero recommends creating a new, duplicate employee record when a terminated employee returns to the organisation. This can also happen when an employee switches from permanent to casual, as they need to be terminated to pay out annual leave.
Due to HR add-ons that make the issue of setting up a new, duplicate employee in Xero extremely complicated and almost unworkable, I would really like to see an additional workflow in Xero to handle this. When unterminating an employee, I'd like to see Xero asking whether we're doing this to fix something or because we're rehiring the same employee, at…
21 votes -
Bank Feeds - Automatic feed for BNZ, rather than having to update online
BNZ do not provide receivers with online access to accounts. Xero only allow BNZ bank feeds to be updated online. Receiving timely access to transactions is very important but BNZ & Xero have decided to cease this feature and not provide a solution for all customers.
1 vote -
Bank Reconciliation - Recording refund through bank reconciliation tab
Recording refund through bank reconciliation tab rather than doing a cash refund on the bill/invoice
51 votes -
UK Payroll - New Starters and Leavers payroll report
Joiner and leaver payroll report
A report to show who has joined and left within a certain period
47 votes -
Inventory - Add a Quantity on Order column to the Inventory Item Summary report
Would it be possible to be able to select Quantity on Order as a column option in the Inventory Item Summary report.
Such feature would greatly enhance the product overview in this report.9 votes -
Bank reconciliation - Find and Match transactions to show Minor Adjustments variances
A setting in the backend to turn on/off to find and match transactions within a certain amount (i.e.-/+0.05).
These are usually (if not always a rounding adjustment). It's currently a 4-step process to add a minor adjustment.
Also, selecting minor adjustment or bank fee, can the difference auto populate in the amount field?!!
5 votes -
Cash Coding - Include columns for all statement line information
Can we please view more than the current bank statement lines in cash coding?
At the moment you can only view 4 bank statement lines in the cash coding tab. Date, Payee, Reference & Description.
We have found that sometimes we have clients using the Analysis Code, particulars or Code to reference details for the bank payment so when these come through to cash coding the view only items are all blank.4 votes -
Email to Bills - Ability to email CSV files as well as PDF
Presently, to create a draft bill in Xero from a bill that has been received in the csv format, the csv bill has to be imported manually. It would be easier to be able to email the csv bill to the unique bills email address and have a draft bill created in Xero.
4 votesHi team, while not a direct solve for CSV file types as asked for here, I wanted to quickly share on the recent uploads feature we've released in bills.
You can now simply select your files or drag & drop them, and Xero will automatically create draft bills with key details pre-filled and the original document attached ready for approval. 🙂
We don't have any direct plans on expanding our supported file types at this time, but we'll continue to track the interest ans share if there are any changes planned for this. Thanks
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Reports - Ability to include Draft bills and invoices in cashflow reports
I would like to visualise how draft bills and invoices affect my cashflow, something which I know is not possible at the moment. This would allow me to predict how multiple open quotes & projects could affect my financing requirements. Could this be added in future?
12 votes -
Xero App - Show outstanding balance on invoices instead of the total amount
I often take part-payments against customer invoices in Xero. But, when I use the app, the full sales invoice amount appears rather than the remaining balance. The app should show the remaining balance on sales invoices - when viewing the list of unpaid invoices.
1 vote
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