4807 results found
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Bank report - Date last reconciled
Can we have a report showing the last date of bank reconciliation completed for clients?
This would be beneficial for me, listed by clients but also for the client.
3 votesHi Renu, you could run the History & Notes to see the last date of reconciliation in an org. If you search for 'reconciled ' this'll help you zone into the action if there's a lot of activity - See my image below.
Alternatively, you may find the Assurance dashboard useful where you can get a view of user activity and Bank Account activity.
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UK Payroll - Integrated support for Scottish Widows workplace pension
With the payroll linking RTI with HMRC (UK), it would be really helpful if the pensions could do the same, not just with Scottish Widows but more providers.
This would really streamline the whole payroll process and save so much time.
3 votes -
AU Payroll - Report to Breakdown annual leave and leave loading
Can we please have a report that will breakdown annual leave and leave loading. When there is a lot of employees that take leave for a quarter is time consuming to have to drill down into each employee to work out the leave loading to ensure that the SGC amount is reconciled.
3 votes -
Batch Payment - SSV file type option
I need Xero to have more payment file formats to upload bill payments into the bank. It is such a useful function, but it becomes too much manual intervention to add columns every time you export the file to match your specific bank's needs.
It will be great to be able to upload a template that can pull the needed info, similar to a Sales invoice templates.
3 votes -
Account Transactions - Payments to Include Invoice Number
When running Payment Reports such as Bank Account Transactions or Accounts Receivable reports when you select the Column option of 'Invoice Number' the report includes Invoice Number in the report headings but does not actual provide the Invoice Number for each transaction. We would expect the reports to be able to show the Invoice Number field.
3 votesHi all, this depends on the type of transaction that you're viewing in the Account Transactions report.
Payment transactions don't have an 'Invoice Number' field in themselves, instead they are associated to an invoice. If you have not entered a separate reference the invoice number it's associated too will show in the Reference column of the report.
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Xero Accounting app | Invoice - Copy to Purchase order
This is for on the App. (Not website). to create purchase order from an invoice. And send the purchase order by email
3 votesThanks for raising your idea, Zoe. The second request for being able to send a purchase order from the app has been raised across here and you can add your support and follow for updates there 🙂
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Contacts | Overview - View payments against invoices
It would be handy to be able to customize the view screen on the contacts screen within Xero. Ie add additional columns - a payment column? It would be a lot easier to have a visual of payments received rather than having to click on the invoice or run a statement against the client to see when payment was last received / paid. It would also be handy to have an item column that includes payments. As well as an option to reconfigure the column order, Ie. Date in first column.
3 votes -
Find and Recode: Filter by currency
I find the 'Find & recode' tool very useful, but it would be really helpful if the condition 'Currency' could be added, so that we can choose to see only transactions in a certain currency.
Since MTD for VAT, more and more clients are using digital links as software that automatically extract the VAT amounts from receipts (e.g. Dext), including receipts from other countries. They publish them to Xero and are not aware that they are overclaiming VAT. To make corrections and change these transactions to 'Zero Rated Expenses' we use 'Find & recode'. It would be much easier if…
3 votes -
NZ Payroll - Flag leave submitted retrospectively
It would be great if Xero could send an alert if a leave request has been submitted for a payroll period that has already been processed?
This would apply in the situation that payroll was run early and then an employee took a day off in the period that was included in the payrun.3 votes -
AU Payroll - Allow HECS / HELP tax deductions for Labour Hires
Prior to the upgrade, if you were a labour hire firm and had contractors who were not a company but used their TFN, you could select the box to allow additional tax deductions for HELP / HECS debts. With the new Phase 2 STP, Xero have confirmed that if you have labour hire using TFN's and they have a hecs debt you cannot check the box and will need to manually calculate the hecs amount to deduct each payrun. This means that every payrun, for every hecs debt you will need to manually add an amount working through the various…
3 votes -
Bank Feeds - Automate imports for Philippine banks
There are a lot of businesses in The Philippines that would benefit from bank feeds. Even if you cover BPI, BDO and Union Bank I’m sure they would fund the development costs.
This combined with BIR accreditation would see XERO as the leading accounting product in a country of over 110 million people.
3 votesAre there specific banks you're connected to and would like to see a feed developed for? It'd be good to get this detail that we can share with our product teams.
Also to help community members understand exactly what they're supporting, as well as share these back internally with our teams it's best to keep one idea per thread - I've updated the idea here for Bank Feeds for Philippines and we can make this even clearer if you confirm which banks.
For reporting and BIR compliance I see another user has started an idea across here you can also support.🙂
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Sales Tax Report - View Invoice Number and Reference as separate columns
When setup tax basis: cash basis, the sales tax report could show invoice number and reference by separate column not replace reference instead of invoice number.
3 votes -
Reconciliation: Remove archived accounts from drop-down menu
I have a number of accounts that are archived. However they still appear in the dropdown options when I reconcile an account. This makes for confusion when selecting accounts.
3 votes -
NZ Payroll - Ability to Delete bank account from employee payment information
Some employees have payment information (bank account), and others do not at a client account. The client does not use the bank account information for the payment to employees, then, this information is not compulsory for the client at the moment.
I found a wrong information of the payment bank account information of an employee and tried to delete it, however, Xero says:
The account name is required, and
The account number is required, then,
It is not possible to save 'nil' information.The Company does not use 'payment information' in the actual payment process and there is no practical…
3 votesWe appreciate the interest and rationale in wanting to be able to delete an employee's bank information.
While this may be a function we look to explore in the long-term we want to be upfront that this is not something we've currently got planned.
In the meantime, you can replace the employee bank account details with fake/dummy information instead.
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History and Notes: Prompt user when there are unsaved changes to notes
Prompt if Changes have not been SAVED
What I would like is, after entering data in the Notes (or Items on Invoice, Purchase Orders etc..) If there are changes to the Invoice/Notes (or any update screen) on the screen BUT if the user does not click SAVE then the changes are lost.
If the invoice/purchase order/notes etc... have had changes and SAVE is not clicked, it would be helpful to have some sort of reminder available that auto prompts you
'Changes have been made do you want to save these?'
or something similar so any work entered, but not SAVED…
3 votes -
Payroll: 'Save and close' option in draft pay runs
At the moment, inside an individual's payslip/pay run, the button options are 'save', 'save and next' and 'close'.
A button for 'save and close' would be ideal when only one or a few employees (not the whole batch) need to be manually viewed and edited. Instead, we need to click 'save', wait for the page to load again, scroll down and click 'close' to return to the pay run employee list.
3 votesThank you for your contribution and support on the idea. We understand that the ability to easily save and close in one click would benefit your workflows, however to be upfront we don't have direct plans for making this change within the payslip in the foreseeable future.
We appreciate this is not the news you’d hope to hear, but we'd like to be open and transparent with you on this, here.
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Bank Reconciliation Summary - Filter by source
Filter Bank Feed By Source
When looking for bank errors because a bank balance is incorrect, it would make things quicker to filter by bank transaction source
Many errors are caused by the source being imported manually but the transaction has already been imported by bank feed
to filter these ones out would make things quicker3 votes -
Xero Accounting app | iPad - Ability to Print Quotes
For clients who use the iPad app for quotes, it is important that the quote be able to be printed. This would be for Xero clients whose customers visit a place of business ("the shop") to discuss an order; the Xero client should be able to print the quote for delivery to the client.
For one of my potential clients, this procedure applies to 95% of the quote opportunities.As of this writing, it is not possible to Share the quote (only email) and if converted to a draft invoice, tapping the Share option automatically converts it to Approved without…
3 votes -
Invoice - Ability to transfer name and address directly to Label Printer
Label printing. It would be so much easier if having entered the name and address on an invoice we could then print the name and address directly onto a label writer (something easily done using Sage software). We are a publisher, selling books via a website to people who usually only ever make one purchase, so we don't want to create an unnecessarily massive contact list. At the moment we have to type their name and address onto the invoice, then type it all over again on the label writer software, thus doing the same thing twice with the chance…
3 votes -
Files - Extend file upload limit
Currently, the number of files that can be uploaded is limited to 50. It would be useful to be able to upload more than 50 files. For example, to a loan account we might need to attach the original loan documents, associated invoices, monthly statements and letters relating to interest rate increases. For a 5 year loan, more than 50 documents would be required for monthly statements alone.
3 votes
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