4588 results found
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Login - Use backup email or phone for confirmation of suspicious login
you should be able to confirm your account with a secondary email. I got locked out of my primary email, and Xero thought my normal log in was suspicious. I had not way to confirm my account. I have a secondary email. What is the point of the secondary email if there is no way to use it to confirm my account? Or use my phone for a text confirmation.
6 votes -
Xero Accounting app - Create Overpayments & Prepayments
Would be really useful to have the ability to add Spend or Receive money transactions (overpayments or prepayments) within the mobile app. At p[resent the only options are bank fees or adjustments. So quite often reconciling transactions requiring this type of action need to be left until able to access a full web browser version.
6 votes -
Invoicing - Automatically delete draft invoices when merging invoices
I would love if when we merged Invoices into 1 from drafts it doesn't leave the draft that I need to manually go back and delete. This can cause double ups of Invoicing.
6 votes -
Activity Statement - Filter transactions by Tracking Category
Activity Statement - ability to filter transactions by Tracking Category to check for accurate GST codes. The ability to filter and check GST entered on transactions with Tracking Categories is especially important for NFPs and Charities.
For some organisations, there are specific GST treatments for specific transactions and often these are tracked by the use of Tracking Categories.
Currently in the Activity Statement we can only do a check based on a dump of transactions listed under the tax rate or BAS field tabs, which is cumbersome and clumsy. The current methods available in Xero for auditing and checking GST…
6 votes -
AU Payroll - Add Award dropdown to the Employment Tab
In the Employee section, under Employment Tab:
Have a section/box for Award - maybe a drop down menu to choose from? There are only 122 Awards and that doesn't change.
(as well as classification box - don't remove that)6 votes -
UK Payroll - Add pay reference period calendar for Nest pension
Not sure about other pensions, but when using NEST, Xero doesn't currently link up how you would like it to.
Whether you pay staff monthly or weekly, you are bound to have a cut off date for calculating hours which is before the date you send payment to employees.
The info that gets shared when filing the pension records is the "payment date". This physical date falls under the following pay period meaning when the info is transferred to NEST it comes up as the wrong period.
For example:
(monthly pay) 24th Aug - 23rd Sep, with pay on 30th…6 votes -
NZ Payroll - Show the "Timesheets to Approve" section in Payroll Overview (NZ)
Show the "Timesheets to Approve" section in Payroll Overview (NZ).
We already have this in Xero AU.6 votes -
Invoicing - Ability to edit Terms & Payment Advice within individual invoice
Invoice - ability to edit Terms & Payment Advice on each individual invoice for each customer
6 votes -
Xero Files - Attach files to Bank or Nominal Accounts
It would be a really useful to be able to attach files to a bank account within Xero, much as you can to a contact or transaction.
The use cases for this could be:
When a disorganised client send bank statements in as attachments for irregular payments it would be very handy to be able to store those attached to the account in Xero; as close to where I would want to use them as possible.There are supporting documents that relate to an account as a whole - such as an accruals or prepayment schedule that would be great…
6 votes -
Tax - VAT e filling for Netherlands (Belasting over de Toegevoegde Waarde or BTW)
eFiling connection for VAT with Dutch government (belastingdienst). Similar to https://central.xero.com/s/article/Set-up-eFiling-for-VAT-in-Xero which is available for South Africa.
6 votes -
UK Payroll - True Potential Pension - Workplace pension filing CSV download
We would like to suggest an enhancement to the Xero payroll software that could significantly improve its functionality for our company.
Currently, Xero offers download options for various pension providers, but we've noticed that True Potential is not among them.
We propose the addition of a CSV download option specifically for the True Potential pension provider.
Given that Xero already possesses the necessary data, incorporating this feature would eliminate the need for manual data entry and formatting, reducing the risk of errors and saving valuable time.
Benefits of this enhancement:
Accuracy: Automated data transfer minimizes the potential for mistakes during…
6 votes -
Quotes - Undo option
Undo option in quotes, invoices etc. When you write int he description field sometimes it gets deleted by mistake and then you ahve to write it all out again. The option to just have an undo button to go back would be so good.
6 votes -
NZ Payroll - Automatically upload recurring jobs
It would be very helpful if we could bulk upload recurring jobs!
We are having to manually add recurring jobs for Annual Returns and this can be time consuming6 votes -
Quotes - Automatically add attachments when emailing
We have to disclose certain information when issuing quotes and it would be very helpful if we could choose a template that automatically adds documents to our quotes as instead we have to; create the quote; process it; go back into the quote; attach the files and then send this out to the client. We only have 1 business manager and this is very time consuming for them as their time could be spent elsewhere.
6 votes -
UK Payroll - Seperate PAYE within Payroll to support Tronc
In UK hospitality, Tronc (tips) systems require a different PAYE to your normal payroll. It would be very useful if Xero could accommodate more than one Payroll, including PAYE reference and employees could have a job with each.
A pay run should be able to be created with each PAYE separately, and each would have its own coding to the balance sheet. e.g. Net Wages, and Net Wages Tronc are different numbers in COA.
As things stand I've had to create a second company, paying for a payroll which does not integrate into our main company in any way so…
6 votes -
Xero dashboard - See client code in quick search
We often use the quick search feature in Xero, and it is often used just to get the client code for files. It would be incredibly helpful if the client code populated next to the client name in the quick search bar to make it easier to see
6 votes -
Dashboard - Option to hide graph for bank accounts
Bank Account Graphs on the Dashboard - I would LOVE to turn these off. They take up space and are of little value.
6 votes -
AU Payroll - Default pay templates for new employees
it is very difficult to manually add a " pay template " every time when a new employee is added, so is there any shortcut for that? because when we have more joining every day then it is very difficult to manually add every time ordinary rate and overtime rate and other things again and again in a pay template. please update XERo as soon as possible.
6 votes -
Xero Projects: Profitability dashboard to show amounts inclusive of GST
The profitability dashboard in Xero projects should have the option to show amounts inclusive or exclusive of GST for bills and invoices.
6 votes -
Reporting - Include transactions and their project details
A report to show transactions that have been posted including the account code and the projects that the transactions have been assigned to with data parameters.
We reconcile the sales, direct costs and gross profit amounts from the project summary report to the same amounts in the profit and loss report but currently there is no way to identify differences when they arise. The above report will really be helpful!
6 votes
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