4807 results found
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Projects: create different teams
In Xero Project it would be useful to create sub teams within the staff. For example, we have different office locations and would like to filter our reports, or view projects by those office locations.
6 votesHi Simon, are you making use of Tracking at present? If not I'd recommend looking into this for your teams in conjunction with using projects which have a finite date or life of a job.
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Bank Rules: Apply bank rules to Products and Services
Povide the ability for the bank rule to code to Items/Products/Services codes as well as GL codes
6 votes -
NZ Payroll: Include field for employee number
Include a new filed in payroll employee data with employee number. Employees will have a unique indentifier in xero. When running a pay history report the customer number to appear on this report as well as any other payroll roll reports. Businesses are using automated payslip and messaging services for payroll and this info is required for these software's.
6 votes -
Repeat Invoices - Ability to use Sales tax lookup(US)
There needs to be the option of including the sales tax lookup feature on repeating invoices. All of our subscription based monthly invoices are taxable in states where we have met the Nexus guidelines and therefore we will have to begin manually creating each invoice on a monthly basis which is extremely time consuming. It's hard to believe that this issue has not been raised before.
6 votes -
Projects - Multiple Timers
Projects - It would be helpful to be able to open multiple timers at once. Sometimes I work on one project and then get interrupted to work on another. I would like to be able to open a new timer without having to save and close the time on my original timer. I could then come back to the original timer and resume time recording after closing and saving the new timer.
6 votes -
AU Payroll - Search employee name when selecting employee
when in an employee file, be able to search by entering next employee's name you want to view next instead of having to scroll down to the name
6 votes -
UK Payroll - Calculate pension contributions on pre-SMP earnings
Employer pension contributions for employees on SMP should be calculated on the employee's earnings before they went on leave, not on the reduced rate of 90%. Xero's calculation is currently on the latter with no option to overwrite. The correct calculation would be first choice, but the option to change figures would be helpful also
6 votesHi everyone👋, thanks for the idea and support here. To be open and upfront we don’t have any plans in the near term to expand this functionality.
Right now, you can create an additional Employer Pensions pay item and add it to the employee's Pay Template. When the pay run is processed you'll be able to enter in the difference due, to ensure the total contributions equals the required value. If anything changes in this space, we’ll update you on this idea.
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Email to Bill - Auto attach copy of source email as a file when creating bill
When a client emails bills into Xero files, they often include a note saying APPROVED or POST TO DIRECT COSTS and even- PLEASE PAY TOMORROW. At the moment I have to open the email, take a copy, email it back into Xero files and then attach that to the bill along with the original bill. Can a copy of the email be automatically attached to the bill when it is processed from files? It would save a lot of time.
6 votes -
Custom Report - Ability to create formula with any column
Custom Reports
The formula feature only appears to work for columns that are located to the left of the formula column.
Each column has a name, surely the name is the important element and not the position of the column on the report.
Can the formula feature be amended so that columns from anywhere in the report can be included6 votes -
Xero Projects - Search Tasks within a Project
We are a small consultancy firm and we do work for customers for multiple sites. We set up our projects where each task is a separate site. We need to be able to search for these tasks but the search option only allows searching at a project level. Can you please update the functionality to be able to search based on task name?
6 votes -
Supplier details report to include e-mail addresses, bank details, terms, e-mail addresses
Additional report: Supplier report to include e-mail addresses, supplier address, bank details, terms,
6 votesHi community, as noted in my earlier update atm you could export your list of suppliers from contacts which will include email and bank details.
Being open, we don't have current plans for expanding on the details represented in this report. We'll continue to gauge the interest of this and share if there's any change.
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Bank Reconciliation: Automatically recognise and remove duplicate statement lines
Imported bank statements - propose for Xero to spot "duplicate" transactions as to remedy this situation I had to process a large number of lines one by one across a number of different accounts
6 votesHI everyone, returning to the idea here we're going to move this to Not planned. However, we understand wanting to ensure the accuracy of your bank statements and reconciliations in Xero.
As mentioned in my last update - Xero won't automatically delete duplicate statement lines for you, however you can run the Duplicate statement lines report to help identify and remove duplicates, so you can choose which of the statement lines in your bank account you'd like to keep and reconcile.
There is also the Statement exceptions report in the Bank Reconciliation report pack that'll show where statement lines have been deleted in an account due to being a duplicate.
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Reporting - Ability to show/hide accounts based on balance
I have voted for the idea "Switch Rules - Notes to Financial Accounts" but would like to also propose an idea that may be of benefit if that one is too complex to implement.
Enable a rule that allows an account to be shown/hidden depending on the balance.
For example - if Accounts Receivable is a credit balance then it will display, if it has a negative balance it is hidden.
That means that the Accounts Receivable account could be added to two schedules in the report, but will only show in one, which should align with switch rules in…6 votesAppreciate you thinking of other ways to solve something, Jessica. With a lot of the reporting teams concentration on elements to redevelop the most vying features from older reports in the new before their removal later this year I want to be open that we don't have this in pour plans at this stage.
We'll start to get a sense of the interest for this here, and let you know if there are any changes.
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Chart of Accounts - Edit / Add account types
It would be very useful to be able to change the names of the General Ledger Account Types. Also Fixed Assets should be changed to Capital Assets because Capital Assets is really the applicable term because not all Fixed Assets fixed. Machinery, equipment, rolling stocks......
6 votes -
Contacts - Sync Xero contacts with phone device
Customers are constantly baffled why my phone doesn't recognise their number. It's quite a drag to explain that although their number is in my phone (xero contacts), caller id is not able to access the information. I understand there's some way to sync google contacts with a premium subscription, but surely in 2022 this should be a basic feature.
6 votes -
Chart of Accounts: Code numbering template
Chart of Accounts - need a suggested code numbering template to enhance uniformity and save time dreaming up numbers.
6 votes -
User Role: Ability to only create drafts + view reports
Can we have one more category of user role in Xero (A user role with Ability for only to create all possible drafts + View reports)?
This kind of user role can help to minimise recording errors when any transaction (Quotation, Invoice, Bill, expenses, transfer, receive and spend money) can have two steps approval. It can provide more verification flexibility /security for the business which managed by more than one person as well.
View reports can help the initiator to check the effect of the transaction after approval.
We are looking for your kind consideration.
Thank you
6 votes -
Reports: Edit header of reports
Editing the header of generated reports
6 votes -
UK Payroll - Breakdown of NIC on P32
I have been in dispute with HMRC over an amended FPS submission. Having the employee and employer NI contributions broken down would have been a great help to me.
6 votes -
Sales report - Monthly showing net amounts
We reconcile monthly sales with an internal ordering/salesprocessing system. This is good for checking to see if invoices have been missed and also to make sure that the net sales are the same in Xero too (another fail safe check). There needs to be a sales report that is easy to run off on a monthly basis showing net figures. Currently I have to run a couple of reports off - identify prepayments and delete them in the excel version, then add another column to work out net value. The latter is not always easy as some of our goods…
6 votes
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