4353 results found
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Overpayment - Ability to set allocation date
Set Overpayment Allocation Date:
Currently we are not allowed to change the date when an overpayment is applied to an invoice. It is allocated to the issue date of the invoice.
The inability to change the date when allocating the overpayment to an invoice is causing problems where payments are now being applied to a closed sales tax period, which in turn causes the need for sales tax amendments and additional report filing.1 voteThanks for sharing the reasons why this is important to your. Heidi. While we don't have any immediate plans for this we'll start to get a sense of the interest here and let you know if there's any news.
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UK Payroll - Ability to attach file to leave request
Add an option to upload a copy of the Sick Note / Fit Note to the leave
1 vote -
Contacts - Option to add "New Project for This Contact"
Need the option on a contact page to open a new project for them. similar to the New invoice link
1 voteThanks for your idea, Bevan. We don't have plans for providing an option to start a project from the Contacts record atm, but we'll gauge the interest for this from your idea, here.
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AU Payroll | Employee - View employment duration date below start date
The "Details" tab lists the employee's age under the "Date of birth" field.
Having "Employed for # Years & # Months" below the "Start date" field would be handy. It would give a quick, "at a glance" look at how long someone has been employed by a business for estimating notice periods and anticipating imminent entitlement to LSL.
Attached is what the "Date of birth" currently looks like (I've used my own name and birth year) and a mock-up of what I'm suggesting might look like.
Given that the "Details" tab already does almost exactly this, it should be a…
1 voteThanks for sharing your idea here, Douglas. Not something we have immediate plans for but we'll start to understand the interest in this from your idea here. We'll let you know if there are any updates to share.
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AU Payroll - Add keyboard shortcuts.
Add the ability to navigate through payroll with keyboard shortcuts. Currently tab takes you out of the input fields rather than navigating to the next available field, which is illogical from a UX perspective. It would also be beneficial to have shortcuts for 'save' and 'save and next' rather than having to navigate down and click next.
1 vote -
Batch Payments - Option to lock bank account numbers
I would like to be able to choose to lock the Bank Account field in the Batch Payments screen where you can change/add bank account numbers. Making the user add the bank account number into the contact screen and the redo the batch payment so it draws that information from there - and any changes from here are notified to the Contact Bank Acc Admin.
1 vote -
NZ Payroll - Update minimum wage increases automatically/prompt.
NZ Payroll - update minimum wage increases automatically
There are other payroll system they do this, and with the minimum wage requirements changing every year, there should be an automatic update or prompt to change anyone who is affected by this, to avoid the error in not paying out correctly as per the legislation,
1 vote -
Capture incoterms under Contacts & Invoices
It would be useful to capture Incoterms on a contact by having a dropdown selection for them. Additionally, if this information can be carried over to the invoice screen, it would be beneficial.
2 votesHi Amanda, in lieu of having a direct field and selection for this in Xero perhaps an option could be to add this information to the Notes of the contacts record, or attaching as a file to the contacts record.
Appreciate this doesn't automatically flow through to the invoice.
We'll start to get a feel of the interest for this feature through your idea, here.
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Spend Money - Prefill details based on last entered
For Spend Money entry, I have two elements that would speed up entry:
Prefill the last entry for that Contact. Most venders (e.g. "Uber") will be the same expense type over and over. Having the 1st item prefill from the last entry will save time.
Right now "Save" is essentially "Save and Close" -- and then "Save & Add Another" creates a new blank item. I would like "Save" to stay on the same screen, so I can then use "Copy" from the "Options" menu to enter the same/similar item.
1 vote -
Xero Accounting app | Reconciliation - Show tax for suggestions
Hi, on the mobile app, it would be really helpful, if when reconciling bank entries, when xero comes uip with its "suggestion", that is also displays the VAT line. Saves having to go into the suggeestion edit and check VAT is applied correclty
1 vote -
Reconciliation - Overpayment Allocation Reminder
When reconciling bank accounts for money received a reminder of overpayments allocated to the clients account would be useful.
1 vote -
Customer Statement - CC/BCC on Outgoing Mails
Ability to add CC/BCC on every outgoing Statement Of Accounts to customers.
Purpose: Internal colleagues or stakeholders allows for a clear record of who received the statement and the context of the communication.
It enables easier response and ensures everyone involved is aware of the situation.1 voteThanks for sharing in product ideas 🙏, as you may have noticed with invoices it is possible to cc and Bcc for sending individual invoices at present. As we continue to build out the Sales experience this may be something we look to expand to other areas of Xero, like Statements.
We'll track the interest of this here and share if there's any news.
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AU Payroll - Automatically exhaust paid leave before unpaid leave is applied
Payroll - Auto calculate the leave entitlement on employee including the accrual from the current pay period to exhaust all leave before unpaid leave is applied.
1 vote -
Manual Journals - Import of CSV file journal entry for Canadian payroll
Canadian Payroll - Xero should allow import of CSV file journal entry for Canadian payroll
1 vote -
AU Payroll - Display name as standard across payslips/timesheets etc.
Currently the display name for payroll items doesn't extend to timesheets. So the employee sees the rate name. Really an employee should only see the display name and the rate name should be for/staff/admin/advisors. I would like to enter the default rate in the rate name as there is also no prompt in the employee file if you choose to use earnings rate to see what the rate is. You need to go back to payroll setting to check which is inefficient.
1 vote -
Quote / Invoice - Select lines to copy to PO
When your quote involves different vendors, it would be nice to have the option to create POs with a click of a button for all the vendors but because you can't specify a vendor for each item then at least let us select the line items. Also very important, any additional information that was added to the description during the quote / invoice process should be carried over to the PO.
1 vote -
UK Payroll - Assign multiple employee groups to an employee to split salary costs
A staff member will be working in 2 different locations - I would like the cost of the salary to be split over the 2 (3 days in one location and 2 days in the other location)
1 vote -
Bank Reconciliation - Check box for 'Pay by check'
Right now, checks must be written by going to the top of the page, choosing "Spend Money," choosing the bank account, and then checking the "Pay By Check" box on the page. I regularly enter transactions right on the back account page through the "Spend Money" and "Receive Money" button. It would be great if the "Spend Money" area on the account page could just include the "Pay By Check" box so we could avoid the extra steps.
1 vote -
Credit Note - Option to 'Approve and email'
Currently when you create and apply a credit note to a sales invoice, as soon as you hit approve it'll take you back to the invoice, so I then have to click back into the credit note.
I'd like to have a dropdown option to approve & email the credit note to the customer if possible.1 vote -
NZ payroll - Create a shared Calendar
Integration of all employee leave taken with a shared calendar in outlook or calendar in Xero itself that everyone can view to see who is on leave and when.
5 votesHi everyone, appreciate your interest in a shared calendar for Payroll in NZ. With payroll products being worked on quite separately we have split this idea out from this one, so we can track the interest for this in each product and keep you updated.
Being open this isn't something we have immediate plans for in NZ payroll, however we're keen to continue to track the interest and can keep you updated if there are any developments.
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