4834 results found
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New Invoicing - Update total line amount when unit price is deleted
at the moment in the new invoicing system, if a price is deleted from a line and not replaced with 0.00 it is not automatically zero'd out so the the line total remains what it was before the price was removed. should automatically update as soon as the number is removed.
3 votes -
Bank Reconciliation - Improve date recognition for auto-suggestion
Reconciliation - when you have multiple payments of the same amounts over several days... Always selects the Invoice to the newest payment.. even tho the invoice date is the same as the first payment? seem like the system allocates backwards?.. We get lots of the same payments and Invoice totals and we have to always manually select/search for the invoice as the Auto reconciliation seems to not factor in Invoice date to Payment date as an option.
3 votes -
Invoice reminders - Automatically send invoice overdue notification to designated email address
So far I know Xero only have features of sending overdue invoice reminder to customers, but in absence of the feature I mentioned. This feature is good for the operation.
The invoice overdue days could be set by us and automatically send the notification to our preset email address once the overdue day came. So that, our customer services staff can easily be notified all the overdue invoice and doing their followup tasks.3 votes -
UK Payroll - Secure form for fraud prevention
A company we work with here in UK was recently a victim of an elaborate but simple fraud, resulting in the loss of around £5,000 from the payroll.
The scam went like this:-
- Scammer fakes an email to HR from an employee requesting the bank details for their salary be changed.
- HR fails to spot the "EXTERNAL EMAIL WARNING!" and forwards this email to the person who updates the payroll. They also didn't spot the fake email address, or double-check with the employee.
- Bank details for the employee are updated in the payroll and bank payments.
- Some weeks later, the…
3 votesThanks for your idea here, Rob. I've made sure to share this back with our Payroll product team. We appreciate your desire to prevent fraud, however there are also employee laws that implicate this process. It's something we're keen to track demand in here, but want to be upfront that there are no immediate plans for developing this.
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Bank Reconciliation - Templates for common split payments
TEMPLATE FOR COMMON SPLIT PAYMENTS
We need to be able to save a split payment as a template (like a bank rule)
eg: registration is always split with gst, no gst etc, let us save that transaction as a template for easy recon next time. Bank rule isnt helpfull as when you have 20 different regos being paid to the same company then a simple split template would be very helpful3 votesHi team, while we appreciate you raising your idea here. Not getting much community traction overtime, and not being in our current roadmap we will remove this idea from the forums.
While I appreciate it's not solution you're after, to import transactions that match multiple statement lines you could consider importing these as Invoices or Bills.
With regard to the consideration of templates for split payments, one option could be to use the percentage split option in Bank rules rather than the fixed amount.
If this idea is still important and would make a big impact to your business flows, you're welcome to start it again to see if there is renewed interest from the community.
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Contacts - Generate Statements with different currencies
Right now it's not possible to run the statements for a contact having different currencies. The statements will show the outstanding amount owed according to the default financial setting currency of the contact. It would be nice if we invoice a customer in different currencies to be able to produce one statement showing the balance even if it convert the other currencies to the default currency. Or produce different statements selecting the different currencies each time without having to go change the default currency in the contact each time.
3 votes -
AU Payroll - See employment type and typical hours
When I review payroll I want to know if the employee is casual, part-time, full time or contractor.
I want to know the typical hours worked in the payslip cycle so as to determin whether overtime entitlements apply.
3 votes -
UK Payroll - Bulk import staff holiday entitlement
UK: We need a facility to upload the staff's holiday entitlement at the start of each new holiday year, in bulk.
3 votes -
UK Payroll - Allocate Employers NIC cost to more than one account
A number of my client are service businesses and as such all of the payroll costs should be posted either to a Cost of Sale account for Operational staff or Overhead for support staff. I can achieve this for all costs except for Employer NIC cost, which has to be manually moved. It would be beneficial if the NIC could go to an NIC GL dependent upon the type of basic pay chosen.
3 votes -
Reporting - Bring back ability to highlight text in main report area
A while ago before an update, when working on a set of accounts in Blue Xero, there was an option to 'highlight text' from the main screen of the report, but this was changed to make it so you had to go to 'edit layout' in order to be able to highlight text yellow.
It would be so great if we could have this feature back on the main page as it was so much more user friendly. I would suggest in the area next to the bold/italics/underline/bullet points area which is where it used to be.
3 votes -
Dashboard - Add a Monthly Average column to the Account Watchlist
having a monthly average additional column option in the account watchlist would be ideal and I would have thought a default setting that most people would want on their account watchlists...
3 votes -
Purchase Orders - Mobile space to show full no. of 'Number' row
Hi, Can i check is there any mobile space for moving long space to show the full no. of " NUMBER" row due to i unable to see the document no.in full in "Purchase Order" page.
3 votes -
Bank Feeds - Bank feeds for WesBank loan
I'd like to request the integration of a WesBank loan feed, similar to the bank feed functionality. This addition would significantly improve efficiency in managing loan transactions within Xero.
3 votes -
Reporting - Show account code on Contact Activity Report
REPORT -From the contact - Bills "Approved & Paid & the "Supplier Bill Activity" Reports would benefit from adding the account code/name
3 votes -
Bank Rules - Bulk edit bank rules to include GST/VAT/TAX
When a client changes from GST registered to no longer GST registered - It would be greatly appreciated if all the rules changed to BAS Exc like it does in Chart of Accounts. Young clients shop everywhere and therefore there are hundreds of rules to edit.
3 votes -
GST Late Claims Carry Forward and Selection Option
Currently a Xero customer can chose to include or exclude late claims in a GST Return. What most Xero customers don’t appreciate is if they chose no then the late claim adjustment vanishes until their accountant prepares the year end reports. This can leave a client vulnerable and oblivious to significant errors over the course of a year. In my opinion at the vary least if a client says no then the late claims should be progressed to the next GST period. A phase two development could be providing the option of what adjustments can be included and what should…
3 votes -
Xero Support - Increase description field size in case raise form
Hi,
Could you make the "Tell us what happened" box bigger? It's meant to be used for clients to give Xero detail of the what the issue is.
It only takes 2 lines at a time and is abit annoying when trying to compile a message and give details.
3 votesThanks for sharing your feedback 😊
If you need to add more detail than two lines, you can resize the description box using the draggable corner in the bottom right.
To be open and upfront, our product team don’t have any plans to change the description box at this time, but will see how the feedback evolves here and through other channels, and keep this in mind. We’ll be sure to pop back to let you know of any updates. -
UK Payroll - Total Earnings per PRP on Pension Output
Include 'Total Earnings Per PRP' on Pension Output
3 votes -
AU Payroll - Lodge SGC statement
Can we have Super guarantee charge (SGC) statement lodgement trough xero.
3 votes -
Contacts - Activity and transactions browser
I would like to see the specifics of the contacts activity on the main page of the contact. Currently you need to click on each transaction to see where the transaction was allocated. It would be nice to see it all on one page. It would be helpful if it was editable from that page as well. Instead you have to click again to edit the transaction. Currently in Quickbooks you can view/edit from the main client screen. I always appreciate less clicks. :D
3 votes
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