4789 results found
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AU Timesheets: Add notes to each earnings line
Xero does not have a function that will allow your employees to include a note under each timesheet input.
Multiple time slots per day will need a note/description box.
E.G. Contractors. Visits multiple jobs per day and needs time per job and a note (what was compleated)2 votes -
Financial Settings - Tick / Untick for defined lock periods
Can i request for lock period for specify period such as
Tick Lock./ untick lockJan23 /
Feb23. /
Mar23
Apr23. /
May23. /
OnwardjExisting lock practise lock until mar23.
If i want to do amendment on feb23, i need to unlock mar23 and feb23, then i can do amendment on feb23.2 votes -
UK Payroll - Change pension auto enrolment percentages
The ability to change auto enrolment percentages when a new staff member first is assessed and paid. A staff member has negotiated a higher employer percentage and I know we can change it once this has been added to the payslip going forward but at the time they are assessed and going to be included in the first pay run as well as a popup which lets you postpone them it would be good to also get the option to edit their pension percentages at the same time. The work around is a bit of a faff and prone to…
2 votes -
AU Payroll: Change default sort order of leave requests
It would be great if all the Completed leave was in order with the most recent at the top instead of having to change the order every time I need to see the most recent or scroll all the way to the bottom. I love how the rejected leave requests are now all at the bottom of the Leave list on the employee record but I'm not sure what the "Employee Surname (A-Z)" sort option is for when I'm in just one employee
2 votes -
Activity Statement to include Sales Invoice number
It would be great if the Activity Statement Transaction reports included the Sales Invoice number in addition to the Reference field. The old full BAS report used to show the Sales Invoice number as the Reference field on the report.
We use simPRO for Invoicing and when the data is imported the Job No/Order Number is imported into the Reference field in Xero but we sometimes issue multiple invoices per job so the Invoice number is much more relevant as a reference.2 votes -
Expenses - Show payments applied to a claim
Xero does not show the correct balance due in expenses if a bill has been part paid
2 votes -
Xero Projects - View transaction contact and date from project tabs
It would be useful to see the Date and Contact Name associated with each invoice and expense that is shown in Projects, rather than clicking to view each one each time.
This is particularly important now that we have realised that those with Projects access but not Standard User access to Xero cannot view the invoices or expenses to see that detail.
2 votes -
Branding - Option to remove organisation Name and Address from standard invoice template
Standard invoice template should allow users to remove company name and or address within the tick box options - so that those printing on headed paper (containing pre printed logo and name and address of co) can adapt standard invoice easily and don't require advanced work of docx custom invoice to achieve name and address removal
2 votes -
UK Payroll: Upload draft payslips to Xero Me
It would be great if you could upload draft Payslips to Xero Me so employees can check their Payslips first (mainly for variable commission) before they are finalised and payments made.
2 votes -
Xero Accounting app - Ability to include comparatives in the P&L
Add previous month to the other options to view P&L of this month, this quarter, & this year on mobile app
2 votes -
Reports - Add column for 'Last year to date'
It would be great for Reports and Custom Reports to have the ability to include a "Last year to Date" Colum. This would improve the ability to compare how the client is progressing Year on Year.
2 votes -
Find & Match - Separate columns for invoice number and reference
On the Find and Match section of the bank rec, I would like to see the Reference number and the Xero invoice number in separate, sortable columns much like you can in the sales overview screen. In the current set up, the reference number is not sortable. The ability to sort by reference number in this particular screen would probably save me a couple of hours each week.
2 votes -
Xero Dashboard - Sticky headings across other Xero pages
Hi there! Really loving the "sticky headers" in the new reporting - just so much easier to use and navigate. I wondered whether it would also be beneficial to implement something similar on the other Xero functions. Namely for employee details. Often, I would find that I would click a tab, scroll down and not find the information I was looking for (because it was actually in another tab facepalm), then I would have to scroll back up to the top of the page to select the right tab. If those tabs were "stuck" on the page, then it…
2 votes -
First Internet Bank (Indiana) direct feeds
Please create a direct feed for First Internet Bank of Indiana because the Yodlee feed does not work reliably with this bank.
2 votes -
AU Payroll: Schedule the posting of draft pay runs
There are times when we are occupied on payroll date. So, if we can set up a draft pay run to be automatically posted at a later time/day. This would be very helpful.
2 votes -
Custom Reports - Hold date range of Date columns in the Layout editor
When saving a custom report for a certain timeframe, when you want to use it to do the next month (for example you are doing a monthly & year to date Profit & Loss account. Your last one saved was February & now you want to do March), you put in the date of March. Xero then changes the last month you had in there last time to the month you just put in, and then changes every month you already had there to one month less & removes the first month you started with. For example, I had a…
2 votes -
Short cut for payment date to be equal to transaction date
Short cut for payment date to be equal to transaction date.
For example, you have entered a bill say 20/3/2023. The client has also paid it on the day. Rather than entering 20/3/2023, would be great to just enter say "s" in the date field and uses the transaction date for the payment date.
2 votesJumping the gun in my last update - sorry Marco. While Xero's date entry shortcuts can be helpful for the due date these don't quite extend to the Paid date field atm.
We'll get a sense of interest here and update if there's any plans made. 🙂
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UK Payroll: Delete unused leave balances from employee profile
Remove the accruals from an employee’s Leave tab / make it possible to delete leave type after it's been included in a payrun
2 votes -
Bank accounts - Note sections for accounts
It would be useful to have some sort of 'notes' section within each bank account. We have several bank accounts for various purposes (mostly to use as 'savings' for various tax liabilities (for example, corporation tax, VAT etc)-but it would be useful, for managing cash and future liabilities to have a notes section to keep track of what is due and when, rather than having to do either run a VAT return or P+L every time I need to remind myself and how much needs to be put aside.
2 votes -
General ledger with multicurrency
We would like to request that the General Ledger able to generate with currency amount, currency rate and currency balance.
Thank you
2 votesHi Dorothy, is there a particular reason you'd like to see this information in the General Ledger reports? Right now, you could run the Account Transactions report which will give you options to include a range of FX columns if the business is using multi-currency in Xero.
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