4893 results found
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Bank Reconciliation - Show credit card number when reconciling
See card number when reconciling
There is no longer a card number on the bank statement line when reconciling.
This was really useful as we have multiple business cards connected to the same account and we need to know which employee made the transaction (which we identified through the credit card number)
3 votes -
AU Payroll - Allow payroll history to be filtered by activity type
Currently in Payroll History you can filter activity by Type and select 'Employees'.
This is too broad to be able to easily pick up bank account changes. eg for 1 month there are 959 entries over 4 pages (which need to be manually clicked to load).
The entries have the type of 'Employee: Bank Accounts'
Features requested ;
1) Add a 'Subtype' filter for Employee events; of which 'Bank Accounts' should be an option.
2) Add ability to Export the report to PDF from initial screen without having to load all the other items.3 votes -
AU Payroll - Track days off for non-employee contractors
It would be very helpful if we could allocate and track unpaid leave categories for non-employees so we can see when they are going to take holidays.
3 votes -
Xero Files - Send file from file library directly to another organisation
Send or transfer files from the file library between organisations
We have multiple organisations and it is easy to get emails mixed up with files being sent to the wrong organisation. It would be super useful if files could be transferred from one organisation to another directly from the file library.
3 votes -
Xero UI - Scroll between months in date entry screens
When entering dates, can you please bring back the mouse scrolling function, where you could scroll down to go to the next month.
Rather than now, we have to click the right button to go to next month.3 votes -
NZ Payroll - Update Days Paid in draft pay run to reflect timesheet hours
"Days paid" on timesheet defaults to number of days loaded in "Salary & Wages".
It needs to be overridden to actual days worked for the week when a timesheet is approved. Many staff work more or less days than the average and changing each one manually is incredibly cumbersome and has a huge margin for error3 votes -
Tracking - Restrict categories and tracking combinations
Ability to restrict the 2nd category tracker to a 1st category item.
Eg - Category 1 is the property, Category 2 is the tenant.
When we have multiple properties in an entity it would be great to be able to restrict tenant category to only relate to the 1 property that the tenants are for. This would help to stop a mis-match of property/tenant.
3 votes -
Recurring Bills - Unit Numbers
Where recurring bills relate to monthly charges, invoiced on a daily rate, can a feature be set up so that the number of units automatically defaults to the number of days in the month of billing?
3 votes -
Bills - Support for due dates prior to invoice date
Bill Due Date
At the moment the due date can't be set as prior to the bill's actual date. We self-bill a lot of customers on a monthly basis, but pay them on 27th or the last working day before then. We would like to set the bill date to the last day of the month, but can't.
3 votes -
Files - Allow file to be attached to multiple transactions
The inability to attach credit notes from a batch is becoming increasingly problematic. To clarify: multiple credit notes sent from suppliers under 1 PDF - there isn't the capability to transfer these into a separate folder and then attach each PDF multiple times when creating a credit note from a supplier. As soon as it is attached once it disappears! I have had multiple occasions where there are numerous credits in one PDF and am having to write all but one down in longhand so I can then create the Credits. There is not the function to attach these to…
3 votes -
Invoicing - Import invoices that include negative lines
Import data in at same Invoice number in multiple line but there is some negative amount need to included like deposit and charges etc
3 votes -
NZ Payroll - Support for voluntary employer Kiwisaver contributions
With the current financial climate, employees are suspending their KiwiSaver contributions. The Inland Revenue (IR) allows the Employer to continue with the company's contribution voluntarily.
At this stage, it is not 'officially' possible for the employer to contribute to KiwiSaver if the employee is on a Savings Suspension in Xero.The employee is on a Savings suspension, then the company cannot contribute either. Also, when on a savings suspension Xero requires an expiry date, IR does not always provide a date; instead, advising us when to recommence the KiwiSaver.
If the employee's KiwiSaver is kept active their contribution cannot be…
3 votes -
Short-Term Cash Flow - Split payments on Bills
Hi
Client is wondering whether there is a way to split bills in the cash flow prediction to show half the bill being paid on this day and the remainder on another day. Currently you can tell it that we estimate to pay the bill in full on this day but can't see an option to split the bill.
Look forward to hearing from you.
Thanks
3 votes -
New invoicing - Option to edit Account name
I noticed the new invoicing option seems to be not user-friendly as you can't edit the account name there is no option, and the classic is much better. I wonder why that is?
3 votesHi team, returning to the idea here and rounding back on my last update. Currently it is not possible to edit the Account name or Code of an account from within new invoicing. You'll need to do this by going to the Chart of Accounts screen and updating this, there.
This is not a feature within classic or new invoicing. However, we'll leave the idea open here so we can get continued interest and consider as a possible future enhancement within new invoicing.
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Projects - Add date of the expense onto the tasks & expenses screen
In the Projects | Tasks & expneses, can we please add in the date??
I understand that the date can be accessed by opening the bill or viewing the bill, but this is very tedious AND if you open the bill, you can't easily find your way back to the particular bill you were looking at (the screen jumps back to the top).
It is extremely difficult to navigate these expenses when there are hundreds of them attached to the project, so having the bill date here would be SO much more convenient.3 votes -
NZ Payroll - Opening leave balance negative
When transferring from another payroll system, Xero has not accounted for the user case of an employee starting with a negative entitlement.
A lot of businesses allow employees to use annual leave as it's accrued and do not always enforce the 12 month stand-down as per legislation. As a user who has just entered 12 months of payroll information for a transferred employee, I should not then have to calculate what the balance now is.
As per other requests, there should be three fields which you should be able to enter when setting up an employee which is their current…3 votes -
User Roles - Limit access to view transactions for specific tracking categories
It would be really useful to be able to give users (dept. managers) access to Xero, but purely for their department, so they can view real time reports (profit & loss etc) of only their department, without having access to the company as a whole, or other people's departments.
3 votes -
UK Payroll - Automatically send payslips when pay run is posted
To save remembering to do manually, Xero could automatically send payslips as soon as the payrun is created/clicked.
3 votes -
Bill - Create Billable Expenses from a customer invoice
I request xero development team to edit the billable expense feature or create a new feature. Currently for billable expense to be invoiced to customer, first we need to enter the billable expense and than later invoice to customer. However, in our case, we first send the customer a tax invoice to collect advance from customer and than make spending for the expenses on behalf of customer. However, in this case we can not make sure or link within xero what was invoiced to customer and how much was spent against that invoice. I mean if we the invoice for…
3 votes -
UK Payroll Reports - Option to export to Excel
P11 PAYE & P11 NIC annual reports, need to have an option to export as Excel, instead of auto downloading as a webpage.
My auditor requested these in Excel format and there was not an option for this, it would make it much easier if these type of reports could have download options, so you could export to excel.
This will also allow usage for tracking and internal auditing.
Yes, you could copy all and paste into excel, but this isn't always reliable as sometimes it will paste it all in to one cell, (which is a pain to fix)…3 votesHey Sam, thanks for sharing this idea.
As you’ve found, it’s not possible to export the P11 reports in excel format. Totally understand that copying and pasting details from the .html file is a time-consuming process!
Just curious if there’s specific information required in the P11 reports that’s unavailable in our other reports?
You can find much of the same information in the ‘Gross to Net’ and ‘Payroll Activity Detail / Summary’ reports, and they do support saving as an excel file.
Let me know if that solves this one for you, and we’ll switch this one to delivered 😊
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