4682 results found
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Run a report on a monthly basis to pay my employees expenses
If employees are putting their expenses onto Xero Projects then you should be able to pull a report and pay their expenses from it. Otherwise they are going to have to duplicate work by putting it on Projects and then submitting an expense claim.
4 votesMaybe a case of understanding your workflows here a bit better, Rachel. Currently when entering an expense through Xero Expenses you can assign to Projects so these'll attach and show against your Projects in Xero - Would be great to get more details if there's something in here which requires duplication.
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CIS report - Ability to include tracking
When running the monthly CIS report it would be helpful to include the tracking category, to be able to work out the total liability per department to pay out of each bank account to HMRC
4 votes -
Purchase Orders Report - Show Expected arrival date
It would be extremely useful to be able to either
1. export the main data from all purchase orders / or
2. be able to make up a custom reportIe: Supplier, date / reference / ETA / Salesperson / dollar / Revenue identity etc.
Used For: Sales team, Customer order ETA's etc4 votesHi Melissa, when you mention ETA - Is there a field in the Purchase order that you're currently using to track this?
There is a common format within the Payable Invoice detail report that might serve your needs here and can be set u and saved as custom with the columns you'd prefer, and can be exported to PDF, Excel or Google sheets.
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Notification - Alert when e-invoice fails
Very very occasionally, sending an e-invoice will fail. When this happens, currently the only way to find out is to follow up with the client about their unpaid invoice, find out they never received it, go into the individual invoice and look at the history. An alert would be very useful.
4 votes -
Batch payment - Description from expense claims
currently we put all of our mileage through as an expense claim and then make a bath payment once it is a certain amount, however when creating the batch payment, the report produced at the end just simply stated expense claim. this can be clicked to go in individually however it would be nice if the description for that expense could also be shown so that it produces a better overview of what is being paid. even if this is just an option to add different columns that it can be selected from, that would improve things.
4 votesHi Daniel, when you say the report you produce - could you share the specific report or page you're viewing where you'd like to see this detail? Thanks!
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Find & recode - Support payroll transactions
I have a particular client where we use tracking categories. We have set up a tracking category called jobs so hours and expenses can be allocated to these jobs. However, errors occur, and it would be great to be able to reallocate find and recode just like you can do with other times to move those hours or expense from one job to another.
4 votes -
Projects Financials | Bills assigned - Include reference column
Reports: Project Financials
Include the ref of bills and invoices as an optional column on this report. At present the only way to include this information is to re type it into the description of each line on a bill or invoice, which is not efficient.4 votes -
Reconciliation | Ability to add tracking for "minor adjustments"
Tracking codes cannot be defined for "Minor adjustments", normally used when an invoice payment is incorrect by a small amount. These minor adjustments should be recorded against a P&L "rounding" account, but then when running a P&L across different Tracking Codes there are then always "unassigned" entries.
To that end an ability to define a tracking code at point of creating the minor adjustment, or to edit one in from the "rounding" account.4 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.
4 votes -
Xero Me: Upload PDF to Xero Files from app
Client request to be able to upload a PDF to Xero me into the Portal please
4 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
4 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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NZ Payroll Summary- Input date range
The ability to do a Payroll Summary for a period of time like AUS reporting
4 votes -
NZ Payroll - Birthday reminders for contracted staff
Enable option to enter birthdate for contractors in payroll. Our contractors have been with us for years and we like to recognise their birthdays. Since xero payroll integrates with Finlerts LeaveCal and Google Calendar, this would make this a breeze :-)
4 votes -
NZ Payroll - Show daily breakdown of ordinary hours on payslip
Show pay items (hours) per day on pay slip. So the employee can check hours paid on given day in the pay period and are able to easily check their pay/hours against there records. In my case employees don't have access to timesheets in Xero but even if they did would make it easier to check in one place
4 votes -
Xero settings: Option to automatically insert decimal places
Ability to customise how data is entered - decimal places. To speed up data entry the user should be able to have a setting where they can opt to have the decimal place automatically entered. I.e. type in 12345 and the result is 123.45
4 votes -
VAT Return(SA) - Sort by column header
We need the ability to sort the data in the VAT Report table.
This will make it much easier to review all the transactions to check that everything has been properly allocated.
4 votes -
Projects | Connect Quotes and Deposits
The Quote information should come forward on the invoice whether you are invoicing from the Quote or invoicing from the Project Amount OR the deposit amount needs to show when invoicing from the Quote.
It doesn't make sense that if someone pays a deposit, I have to use the project amount to invoice but have to re-enter all the quote information (our quotes are broke out in areas with a dollar amount for that area to be invoiced).
If I use the Invoice from Quote, then the deposit amount doesn't show. I then have to work around the deposit that…
4 votes -
Reporting - Reconciliating Profit & Loss and Statement of Cash Flows
The existing 'Statement of Cash Flows' could be enhanced to be the bridge between the P&L and the balance sheet.
1. Term debt and cash are netted to give the movement in cash equivalents. If the statement differentiated between 'term' funding (in our case, reduction of term debt) and the 'cash at bank' balance it would better describe cash flows.Make repayment of loans a 'financing' activity. Currently it is wrapped in 'cash equivalent'.
The flows in Operating Activities would be more meaningful if it highlighted where to see changes. For example, working capital changes in the period under review…
4 votes -
NZ Payroll: Include TOIL leave in Leave Liability report
Payroll - Leave Liability Report to include Time in Lieu or Time Banked. For Companies that choose to offer Time in Lieu to their employees, this will be extremely helpful for reporting purposes. Also if it was available in Excel would be great. Thanks.
4 votes -
Contacts - Save and exit
Contacts. I would like to say the upgraded version of contacts is clunky, and would prefer the older system over this 'new upgraded' system. Having to 'save and exit' before adding all other contact details is adding more steps to an otherwise simple process. Thanks
4 votesHi Vashte, appreciate change can take a little getting used to.
However, we can help you out here! While the Save and exit is always available when adding or editing a contact you can simply click through each section.
The detail you enter between section will hold until you leave the page - So, you can enter in all your details before selecting Save and exit.
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