4714 results found
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AU Payroll - No TFN entered for employee notification
When an employee onboards and doesn't have a Tax File Number (TFN) either because they are new to Australia and have just applied for one or they are under 18 and exempt. Xero should have a feature that warns you when they either turn 18 or they have passed the 28 days allowed to work without a TFN and it should automatically change their tax declaration to no TFN provided and change the tax withheld rate, until a TFN is provided. There also needs to be a constant warning in each pay run, 'this person is over 18 and does…
3 votes -
Delete discontinued tracking categories from reports
It would assist to have discontinued tracking categories no longer showing on drop down menus for reports. We have several categories that are no longer in use but still show up on reporting options.
3 votesThanks for your idea and sharing in the forums here, Rachel.
Consideration would need to be given to how this behaves before and after a report date or date range is set, incase running for an older period that would include transaction lines that were categorised to an archived tracking option.
Being upfront, this isn't something we have any plans around for the time being, but we'll source interest from the community in this here, and share if there are any updates.
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Bills - Upload bills with New Bill and shortcut keys
When you go to add a bill it does not give option to upload.
Can shortcut keys not go on top to show add new bill upload new bill? it would be much handier3 votes -
Contacts - View balance of outstanding amount in multi currency
I would like to have having ability to quickly see the outstanding amount in the currency it was originally invoiced (like USD or EUR) directly from contacts dashboard, without having to navigate through detailed reports and apply multiple filters. This would save a lot of time.
3 votes -
UK Payroll - Select or deselect all employees in a pay run
Our payroll requirements vary across the year as we are very seasonal. It would be useful to be able to 'select all' or 'deselect all' when selecting who to pay when setting up a pay run. Having to deselect about 30 of 35 staff one by one is painful!
3 votes -
New invoicing - Option to Approve, send eInvoice and email with one click
I raise invoices for clients who provide services to government departments and have project managers involved. This requires me to send an invoice to the accounts department who may have einvoicing and to the project manager who does not have access to the financial software and therefore requires a copy of the invoice which also confirms to them that the invoice has been submitted to accounts. Would it be possible to have another option when preparing an invoice to Approve, Send (as an e-invoice) and Email all in one process?
3 votesInteresting to here your feedback here, and would be good to get a wider sense of customers that have similar scenario here. We don't have any plans for adding this option atm, but we'll update you here if anything changes. Thanks
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MTD VAT - Show MTD VAT reports after downgrade to Ledger plan
Historical MTD VAT reports can't be seen after subscription downgrade!
We have just realised that we have lost access to a client's MTD VAT reports after their Xero subscription was downgraded to ledger after de-registering for VAT and becoming dormant. We can see all their pre 2019 VAT reports under "Filed with HMRC" or "Published" but there is nowhere to view the subsequent MTD returns and the detail behind them. Not great when you are preparing a final set of accounts prior to dormancy.
These reports may well be needed in future in the case of a VAT inspection or…
3 votes -
Customer Journals
The ability to post a journal entry to a customer account or a supplier account, it would extend functionality greatly.
3 votes -
Files - Create bill credit notes from files folder
You should be able to create a Bill Credit note directly from the FILES folder of your profile. This way when you go in to check the Credit note, you can create it straight away, rather than have to go out, in to Bills, and then have to create it from there.
OR when you send an 'invoice'/attachment through to your draft bills, you should be able to change it to be a bill credit note rather than a bill3 votes -
Manual Journal page:TAB after date should go to auto reverse date
Come on Xero, this should be the flow already, the tab position after entering the date should go to the reversing date, we accountants enter a lot of manual journals that are reversed and it is a pain in the **** to have to mouse click on the auto reverse date to be able to enter the date...
This is a easy fix, this is just the tab index in the page...
3 votes -
Connection with Belgium (and other countries) tax authorities
We have 3 Belgian customers who are unable to used Xero as there is no connection with Belgium tax authorities, comparable with the HMRC in the UK for MTD VAT returns. If Xero truly want to be a global accounting solution, with Group structures having multiple geographical entities, they need to provide more global support/interaction to avoid clients moving away to alternative solutions.
3 votes -
Contact record: suppliers and customers list by page
On the Suppliers list, if you want to get to the next page you need to scroll down to the bottom of that page. Could there be a next page toggle at the top of the page as well as the bottom. This also is applicable to Customers.
3 votes -
Business snapshot - Link to default custom Profit & Loss Report
Business snapshot - link to default custom Profit & Loss Report
We use a custom Profit & Loss Report which is default.
Unfortunately the Business snapshot links to the standard xero Profit & Loss Report not the custom default Profit & Loss report.
Can the Business snapshot be changed to link to the custom default reports?3 votes -
Sales Tax Report - Option to filter for tax types
We run two different VAT registrations for one company (UK and IE) so we have both UK and Irish tax types, we run our VAT returns for different periods for the two country's (UK is quarterly and Ireland is bi-monthly). The sales tax report needs an option to filter for certain tax types so we can run it for only UK tax types or only Irish Tax types. We also need the option for backdated / adjusted items after the return (as we cannot link directly to HMRC having both country's VAT running we don't get the same functionality as…
3 votes -
Billable Expenses - Assigning items to customers, make clicking "OK" act like the "Assign" button
I regularly forget to click "assign" before "OK" when assigning a customer to a billable expense. In the attached screenshot, I've identified an expense, found the customer, and the line item is ticked. It's infuriating to have to remember to click "Assign" before "OK", when the rest of the interface is telling me that everything is all set and saved. While I try to remember to press the wretched "Assign" button first, could you please change the default so that clicking "OK" has the effect of clicking "Assign" automatically? There shouldn't be a separate "Assign" button.
3 votes -
Bank Accounts | Account Transaction - show related account codes
It would make a quick check of allocations so much easier if the dashboard for bank accounts allowed you to customise the "account transaction screen" so you could toggle between options like you can under reports - account transactions. By enabling account codes to show in the "cash book side" would help us identify misallocations so much quicker and the data is there ...
3 votes -
Products and services - View average cost as a column
Products & Servicesw - Add Avergae Cost Column
Suggestion - Add the option to show and hide the average cost of a product.
3 votes -
Purchase Orders - Mark items as received to update inventory without having to create an approved bill
We often receive all or partial items of a purchase order before the supplier bill. We want to be able to mark these items as received on the PO so that our inventory will update the quantity we have on hand.
3 votes -
New invoicing - Simplify process for allocating Credit
When the Allocate Amount pops up to allow for Pre-Payments to be allocated to an Invoice, I find I am going between Mouse, Tab, Numeric repeatedly. We have a large number of Clients who pay weekly and build up a number of Pre-Payments. It would be a lot easier to just use the mouse. Allow for a Double Click in the box containing what is available, or Double Click in the amount allocated, or something - but there has to be a simpler method.
3 votes -
New invoicing - Inbuilt calculator when posting payment
New invoicing is missing the mark by getting rid of Classic Features. I can no longer do math when making a payment. I will often post a partial payment ie: 50% payment, I can add /2 or *.5 after the prefilled amount. I can no longer do this in New Invoicing. Why get rid of features? So frustrating now that Classic Invoicing is gone in less than 50 days. It was much more efficient to have add payment at the bottom of the invoice opposed to jumping to the top of the screen to add a payment, and now the…
3 votes
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