4575 results found
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Bills - Filter and view bills by tracking category
The ability to filter bills to pay by tracking category and select invoices for batch payments by tracking category to enable businesses with multiple locations/businesses within the one Xero account to manage, approve and pay bills based on the location/business the bill is applicable to.
95 votes -
Bills - Automatically send a remittance after payment
Automatically send a remittance to the client that you have paid either before reconciliation, or after rather than a manual process
94 votes -
Contact | Ability to add phone number for persons of a contact record
Have the option to add individual contact numbers as well s emails for each additional contact from separate departments
94 votesHi community, we'd like to confirm that enabling phone numbers to be stored against additional people within a contact record is not something we have plans to develop at this time. This may be a function we look to explore in the long-term so we're still interested to get a clearer understanding of users that'd like to see this developed, and will continue to track this through the conversation here. If there's any change we will let you know on on this idea.
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Custom report - Add formula rows for % percentages (e.g Gross/Net profit)
Custom Reports: It would be great to be able to add a formula row in the custom reports that can display as a percentage. For example GP% and NP%
Or just have the ability to add a GP% and NP% row.94 votesHi everyone, while we thank you all for your input on this idea here, with shifting priorities the planned work for formulas for % within reports has changed and this will not be picked up as soon as we originally hoped.
For now we'll move the status of this idea back to Submitted and share if there's any further progress. Please do keep feeding back and contributing to this idea if this is something you'd like to see.
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Invoice - Add notes/comments line item
Ability to add 'comment' only lines on invoices that run the full width of all the invoice table boxes.
Purpose: Users often want to add some comments specifically to a client in the line item.
94 votesHi everyone, understand the difference between a description only line and what's being asked for in the idea here.
This isn't something we have planned at present.
We do want to highlight the existing option for anyone interested that could benefit from the option mentioned earlier in the conversation (thanks, Paco)
Currently, it is possible to 'description' only lines to an invoice (with no Qty or Price) where you can enter up to 4000 characters worth of detail that could help you signal a note within an invoice to your customer.
We will continue to assess ideas in the forum here and let you know if there are any changes surrounding this to share.
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UK Payroll - Show forecasted leave balances
Show forecasted leave balances to allow for planning of Christmas Shut Down periods
93 votesHi community we appreciate your interest and sharing how we could improve payroll for your business. Each regions payroll has been designed and built separately to meet regional requirements, and taking this into consideration development for being able to view future leave balances would also be worked on separately.
We have an separate ideas that have been started for this in the AU version, another for NZ payroll, and I'll adjust the title of this idea for UK specifically. We will keep you updated on any progress of this on these ideas.
I'd highly encourage adding your vote to the relative idea based on the region of payroll you use. Thanks
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Permissions | Contacts - Private or limited access to certain contacts
It would be great if it is possible to make a contact private in order to limited the users who has access to a contact, especially when the contact contains private information that should not be accessible by all users.
93 votes -
Invoice Reminders - CC/BCC on outgoing emails
Ability to add CC/BCC on every outgoing invoice reminder email.
Purpose: To make other users can see the exact email that the customer/client sees."
93 votesThanks for your continued input and contribution to this idea. We've now released an improved send experience for new invoicing, where you have a side by side view to give you full visibility of what's being sent. Encompassed in this is also the ability to CC and BCC others in the email😊.
For the time being this is limited to sending from the invoice itself and won't apply to Invoice Reminder emails. However, we are thinking ahead and will look to expand this capability in time. We'll keep you updated of any further progress of this here.
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Tracking - Ability to import categories
Please can you set up an upload template for tracking categories
92 votes -
AU Payroll - Add birthday notifications for staff
Could we include a notification when a staff member has a birthday? This has multiple benefits including allowing us to check if their award salary or benefits need to change and also be able to congratulate them on their birthday. Surely it wouldn't be a huge change to make but would be a unique and helpful change for many SME as I currently need to create a new Google calendar for staff birthdays, creating additional work especially when we have 50+ staff and low retention in hospitality. Thank you.
92 votesAppreciate the interest through the idea, but want to be open that we don't have any development planned for adding reminders or notification of an employees birth date atm.
I see there are some supporters from NZ and UK in the idea here and wanted to point you across to these specific ideas for each region that I'd encourage adding your support for - Each version of Xero Payroll has been developed specifically for the that regions tax and reporting obligations and this would need to be developed for each version separately. Thanks
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Foreign currency - Change exchange rate behaviour
Re: Handling of Mutly-currency/translating foreign currency amounts into the functional currency
Multy currency is currently not fully supported in xero.
A foreign currency transaction should be recorded initially at the rate of exchange at the date of the transaction and then, at each subsequent balance sheet date, foreign currency monetary amounts should be reported using the closing rate.
This is true in xero only for Bank accounts, accounts receivables and payables set in foreign currency but not for other account.
As a result users are required to input periodical manual adjustments at each balance sheet date.We ask Xero to…
91 votes -
Batch Payments: Show customer names in Bank Reconciliation instead of 'multiple items'
Ability to display customer names when users reconcile batch payments.
Purpose: It saves users’ time from having to open the payment individually to check the customer’s name.
91 votes -
Batch Payments - Ability to export Bpay batches
Ability to export Bpay payment batches.
Purpose: To save user time in exporting Bpay batches, as currently they have to do it one by one.
91 votes -
Bills - Apply discounts on accounts payable invoices
Applying discount on account payables invoices.
Purpose: User doesn’t need to manually recalculate the cost of each item
91 votesHi everyone, thanks for feeding back to us here. Understand the rationale for wanting to be able to apply discounts on bills in Xero, similar to how you can with Sales invoices. This is something our team would like to develop into bills, however there are a few other important pieces of work that need attention first. So, for the time being we'll leave this as Submitted but as soon as there's movement we'll update you of any change through the idea here. Thanks!
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Xero Expenses - VAT on mileage claims through expenses
Many are complaining about no VAT option on mileage claims through expenses. I can see why this would be timely to implicate as the fuel element changes and is different depending on fuel type and engine size.
But think for those that want to, we should at least have a VAT drop down. We could then create a new tax rate for each rate or even employee using expenses.
For example I have a director with a vehicle >2000cc Diesel I believe using the HMRC company car fuel rates this equates to 19p inclusive of VAT. Using the 45p for…
89 votes -
AU Payroll - Unpaid leave report
When running employee leave transaction reports, it would be good for this report to also include employee unpaid leave, as presently this option is not available. The only way to run an unpaid leave report is to run a leave request report, export and edit as required. We have to submit reports to the ADMS for our apprentice claims, and a report including all leave is required.
89 votes -
AU Payroll - Super maximum contribution base
Employers are only required to pay superannuation guarantee up to a quarterly threshold (maximum contribution base). At the moment Xero doesn’t cap the super at this level, and will allow super above the cap to be booked. (In fact, to limit the super at the cap requires a work-around adding 2 lines, one with 0% super and another with the fixed amount up to the cap.). Employers can easily overpay their employees’ super. This functionality needs to be built into Xero.
89 votesHi everyone, thank you for your feedback and I do want to apologise for any confusion my update's caused. You're correct in that the responsibility outlined in my response is relevant to the concessional contribution cap. Seeing your responses today, we now appreciate that the idea here is specifically around the maximum contribution base.
I want to assure you this is something our product teams are paying close attention to and though we don't have any immediate plans we can share, we will consider this request as we continue to plan our roadmap - We encourage you to share any further details on your experiences related to managing the maximum contribution base as these will be helpful to the product team as they assess this feature.
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Sales Invoices - Ability to print invoices in Xero in one click
Ability to have a ‘Print now’ option in Invoices, so the invoices can be printed in one click.
Purpose: To save users time from having to open the PDF and click Print again.
89 votes -
User Roles - Ability to set up greater flexibility for staff roles (e.g. read only permission)
Ability to have read only permission when setting up staff access in Xero.
Purpose: Because some staff aren’t allowed to make changes to certain area (e.g. access to bank accounts and reports).
89 votes -
Reports - Accounts display in GL account number order on reports
The ability to have accounts display in GL account number order on reports. It boggles the mind that this is not an option already!
88 votesHi everyone, it'd be good to know if there are there any specific reports that you'd find this particularly helpful in?
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