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4719 results found

  1. We need to be able to select more than 2 years in smart lists.

    3 votes

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  2. To have an option for a bill to be paid automatically on the Due date
    Invoice comes from Supplier. Invoices is processed to Xero with a due date
    On the due date invoice is paid automatically (through interaction with bank)

    3 votes

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  3. It would be great if Xero produce Intermediary reports that can be uploaded direct to HMRC for agent workers from Zero.

    3 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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  4. Hi all!

    I'm a one man band IT business, and I've just started being put on retainer by a company which is great, however I'm finding accounting for the retainer to be a bit burdensome.

    Currently, my plan is it add the retainer's ammount as a credit note at the beginning of the month, and then somehow nullify any remaining credit at the end. However, I was wondering if it would be possible to add a way of managing retainers separately and more efficiently from credit?

    Or even just having the option to add an expiry date to a credit…

    3 votes

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    Great to hear how you're currently using Xero with Credit Notes to manage this process for yourself, Joseph. I've slightly amended your idea for being able to set an expiry for a credit note as it's quite unlikely that we'll look to create a completely new feature for managing retainers. 

    Having a quick look at some of the other ideas raised in community, it looks like some people maybe using SimPro as a means to manage these, alternatively you could explore apps in the ecosystem that may meet your needs. 🙂

  5. I use other apps where, if staff submit a case request, I can view it automatically without the need of manual sharing (that xero does).

    Its important that admin staff can view all xero case support messages that is submitted by staff - especially if the staff isn't going to stay with our firm.

    Its very frustrating to continue on with a xero support case that only exist on a work email of a staff that no longer works for us.

    3 votes

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  6. Ability to show or report the variances/differences between the draft payrun and the prior period payrun.
    This would save a huge amount of time going through each payslip to ensure the usual pay is being processed and nothing has been accidentally added or missed.
    Especially when you have a large number of employees.

    3 votes

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    1 comment  ·  Payroll  ·  Admin →
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    Hi team, while it's not possible to view the previous pay periods figures for comparison in the current pay period, you could open the previous pay period overview in a separate browser window. Meaning you can compare the two pay runs without having to go back and forth between them.

  7. We've started using Projects and I've created a test project, sales and purchase invoice and have marked the sales invoice as paid.

    However the project summary report doesn't show that the client/sales invoice has been paid and this is so important for us to be able to plan our payment run for the direct costs relating to that client/project.

    Can this field be added to the report?

    3 votes

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  8. Allow multiple contacts for the bank fee adjustments. When we have a number of customers paying via card in one day it automatically pays the full amount of the payments into our account the following day but each customer has a bank fee and it would be helpful to add this for each customer.

    3 votes

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  9. This was happening for a while after a recent update, but it's gone back to the way it was :( ... having to manually unselect the items after the operation.

    3 votes

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  10. Lock Dates - Multiple Lock Dates.

    Currently there are two options: "Stop all users (except advisers) making changes on and before" and "Stop all users making changes on and before".
    It would be great to have an option where two dates can be entered without one overriding the other.

    Here is my issue:

    I have been trying to put lock dates for different purposes.
    i.e. I want to stop ALL users (including advisors) from making changes on or before 31 March 2022, but I also want all users EXCEPT advisors to not make changes on or before 31 March 2023.…

    3 votes

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  11. when i filter through Payable invoice Report, it only allows to select groups containing but not excluding certain contact groups. i have only suppliers under no group, Euros & DD and i wish to exclude these within DD group to be excluded to avoid double paying them.

    3 votes

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  12. Get payment link for inclusion in external email

    Makes sending invoices easy if able to create a link that can be sent via email.

    3 votes

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  13. Project invoicing to show time in minutes/hours for time entries
    This is a requirement of many of our customers. Eg time sent 30 mins shows as 0.5 on invoice. We need a column that shows time for the task time enry. At present we need to manually type 30 mins in the task description to meet customer invoicing requirements.

    3 votes

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  14. The online invoice sent to customer (not the PDF) and invoice in Xero only show the Item description and not the Item name or Code, this is not right as it means if we add personal details to the item on the invoice it isn't possible to tell what the item is without doubling up the Name in the Item description

    3 votes

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  15. To quickly get to your most recently reconciled transaction/s (to quickly correct errors that you see as you press OK while reconciling), click the search bar and have the most recently reconciled transactions linked there ready to go.
    Instead of having to go through the bank statement or account transactions and then locate the transaction that needs updating

    3 votes

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  16. 3 votes

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  17. If I need to make changes to the invoice settings from within the invoice page, there's no way to access the settings. In fact, it was pretty hard to find the invoice settings at all! Please put a direct link from the Invoice summary page to the Invoice Settings. (I agree with another suggestion that access to Invoice Settings should be controlled by role type).

    3 votes

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    Good to hear you've an existing idea you'd like to support too around access to settings, Natalie. Currently only the Standard or Advisor roles will have access to Invoice Settings - more on this here

    When it comes to accessing Invoice Settings from sales, while it's not available from the list view of invoices, you'll find if you have the right role you can jump across from an individual invoice by clicking the 3 dots in the top right of the page - see my pic below. 

    Does this accomplish what you're after here? 

  18. Xero should reduce Ordinary hours below nil when leave requests are input for the current/previous weeks if the total leave exceeds normal ordinary hours. Eg FT employee 38hrpw is off all current week on leave in addition to 7.6hrs for a day last week not previously processed. Currently, in this situation Xero will not reduce Ordinary hours below Nil and would pay the employee 45.6hours as leave. A manual adjustment is needed to reduce Ordinary hours to minus 7.6hrs to correctly pay the employee.

    3 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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  19. Please can we have the option not to show Employer's NI contributions on the payslip, as this is confusing our employees.

    3 votes

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     ·  1 comment  ·  Payroll  ·  Admin →
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  20. Please make a change so that a .doc attachment (eg against a payment) can be opened without having to downloading it

    3 votes

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