4792 results found
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Email Template | Remittance - Placeholder for payment date
Include a place holder in the remittance email which includes the payment date.
1 vote -
AU Payroll - Unpaid Intern to be set up in Xero Payroll
Unpaid Intern. I have an Uni student doing an internship. We offered to pay $500 per month as a transport allowance. The unpaid intern is not an employee. When I wanted to set this person up in Payroll, I found limitations: the only available contracts are full time, part time and casual. I tried to set her up as casual, which is wrong, and link the transport allowance. An error pop up asking to calculate Superannuation. I give up.
In this case, MYOB is better, as we have an option to "not report" and we don't pay superannuation for the…1 vote -
CIS - Resubmission Reminder/notification
At the moment Xero allows you to change a CIS invoice etc that effects the CIS return that you have already submitted. It doesn't tell you that it would need to be resubmitted or that your action will effect your CIS report. Would it be possible for Xero to alert you that your action will effect the CIS report already submitted and advise you to resubmit it.
1 vote -
Contacts - Add a Running Total column to the Activity tab
Add a running total column for outstanding invoices/bills in contact activity
An option to switch between the base currency and the billing currency (on the below screenshot). This will provide a view of the outstanding amount to be paid in the selected currency.
1 vote -
Advisor access available in ledgers for both the Tax and BAS agent practices.
Can you allow both a BAS agent and Tax agent (and the staff of each) to both have "Advisor" access to a ledger file.
As only the subscription holder and their staff can have this currently it limits the functionality of the other practice who also have legitimate need for reporting etc.
1 vote -
Navigation - One-click Copy for commonly copied text fields
I would love to be able to one-click copy text fields that are commonly manually copied, such as:
- Invoice/Bill total
- Invoice/Bill number
- Customer ABN
- Customer email
- Customer address
- Supplier BSB/account number
- Payment/batch total
This click would copy the unformatted number/text to allow pasting into another app, such as Internet Banking, Excel, Calculator, email etc.
When paying a bill via Internet Banking, I need to manually copy the total via Ctrl-C, then paste into Internet Banking and manually remove the comma.
When pasting into Windows Calculator (which also won't accept commas) I need to paste into Notepad first to edit the…1 vote -
UK Payroll - Report for month on month variances
It would be helpful if there was a payroll report which shows any variances since the prior month's payroll run.
1 vote -
Realised currency gains and losses
Realised currency gains and losses to be allocated to the same split of team codes and activity codes allocated to the original transaction.
At the moment, any transaction which originally contained more than one team code and/or activity code which has realised foreign currency gains/losses has the gains/losses posted with 'multiple categories' for team code and activity code. This can cause issues for internal management reporting where there is a need to then manually assess each element of the gain/loss to see which team or activity it relates to. If the gains/losses were automatically split on the same basis as…
1 vote -
Statements - Merge bills and invoices on one statement
In instances where a contact is both a supplier and customer, can the system merge all transactions onto one statement for ease of reconciliations for the contact.
1 vote -
Aged receivables - Add tax columns
Reports - Aged Receivables: I would like to be able to include the VAT rate/VAT rate name as a column in the aged receivables detailed report to avoid manually checking each invoice in the list
1 voteNot possible with the aged reports, but perhaps the Receivable Invoice Detail report could be just as useful, Luke?
You'll find you can add the tax columns you're after, and there's lots of flexibility to set this report up in the way you need to only view certain transactions (such as those awaiting payment)
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GST Return- Ability to only show a single line per invoice on the Transactions report
When running the GST Transactions Report, each and every line from each invoice is reported separately, creating a ridiculously large report.
Perhaps there could be one single line per invoice, reporting the total GST for that invoice? Like it used to be?Thanks
1 vote -
Bill payments - Separate bill folders for different purchase types
We have a client that has subscriptions that are paid monthly via card with a "debit order", can you create different payables folders and link it to each bank account so that normal operating expenses that are paid weekly can match with the business' current account and have a separate folder in payables that has all the subscription invoices to match in the bank recon screen
1 vote -
UK Payroll - Improving User Experience for Closing Payroll Schemes
When closing a UK PAYE scheme in Xero Payroll, I struggled to locate the option to end a PAYE Scheme within the system but found guidance in Xero help resources.
I suggest moving the "scheme cease date" box to the "HMRC" Xero Payroll Settings tab for better visibility and less confusion.
Your step-by-step explanation was helpful, but some adjustments could enhance user experience.1 vote -
GST to stay till previous month reconciled
GST - Keep GST in the "Account watch list" at the previous month until after the previous month is reconciled. I transfer my monthly GST into another Bank account at the end of each month so it is available when the BAS is due. It would be helpful it the monthly GST in the "Account watch list" didn't roll over to 0 on the 1st of the month but stayed until all accounts were reconciled and we could see what the GST payable amount was for the previous month. I think this would be a great feature to any small…
1 vote -
Sent check box checked by default after approving an invoice
It would be nice to have an option in the invoices settings to have approved invoices automatically marked as sent.
This would be mainly for users that send their invoices with another program, so the invoices they enter in Xero are always sent.1 vote -
Show the number of notes in the Employee 'Notes' Tab
It would be good to see the number of notes in the Notes Tab (perhaps in brackets, for example: 'Notes (2)'), so you can see at a glance, if there are any notes for the Employee and if yes, how many.
1 vote -
Bills List View - Add Account and Tax Rate columns to Awaiting Approval tab
In the list view of "bills awaiting approval" it would be really helpful to have an option to display a column with the account the bill has been assigned to, and the VAT; this is the two items I need to check before approving bills and being able to just tick and approve most would save so much time.
1 vote -
Show sales by item including customer location
It is possible to look at a list of transactions for each item in the Sales by Item report. However, it is not possible to edit the layout to add custiomer location and therefore not possible to create a report showing both customer location and item(s) purchased.
That would be helpful, as it would show geographic market *********** by item type.
1 vote -
Auto Calculate invoices balances for spilt entries
Hello Xero
Please fix the table content in your invoicing to auto calculate the balance of a split entry like a lot of other accounting softwares offer. Its very frustrating to have to use an external device to split an entries value. I am talking about GST free and GST active entries on the 1 invoice. such as insurance - stamp duty is GST free the rest of the invoice has GST in it - one has to use a calculator to split the payments upthanks
1 vote -
Bank rec - customer payments
When a customer pays, could the find and match box show outstanding invoices for that customer instead of all customer outstanding invoices? It would speed up matching the payment
1 vote
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