4706 results found
-
AU Payroll - Automatically exhaust paid leave before unpaid leave is applied
Payroll - Auto calculate the leave entitlement on employee including the accrual from the current pay period to exhaust all leave before unpaid leave is applied.
1 vote -
Manual Journals - Import of CSV file journal entry for Canadian payroll
Canadian Payroll - Xero should allow import of CSV file journal entry for Canadian payroll
1 vote -
AU Payroll - Display name as standard across payslips/timesheets etc.
Currently the display name for payroll items doesn't extend to timesheets. So the employee sees the rate name. Really an employee should only see the display name and the rate name should be for/staff/admin/advisors. I would like to enter the default rate in the rate name as there is also no prompt in the employee file if you choose to use earnings rate to see what the rate is. You need to go back to payroll setting to check which is inefficient.
1 vote -
Bank Reconciliation - Check box for 'Pay by check'
Right now, checks must be written by going to the top of the page, choosing "Spend Money," choosing the bank account, and then checking the "Pay By Check" box on the page. I regularly enter transactions right on the back account page through the "Spend Money" and "Receive Money" button. It would be great if the "Spend Money" area on the account page could just include the "Pay By Check" box so we could avoid the extra steps.
1 vote -
Credit Note - Option to 'Approve and email'
Currently when you create and apply a credit note to a sales invoice, as soon as you hit approve it'll take you back to the invoice, so I then have to click back into the credit note.
I'd like to have a dropdown option to approve & email the credit note to the customer if possible.1 vote -
Xero Me - Ability to reconcile credit card account for expenses
It is impossible to us the credit card bankfeed function and allow for the credit card user to account for these expenses in Xero Me.
Solution: allow for credit card transactions to pull through into Xero Me via automatic sychronisation. This should provide a more streamline approach to recordinng individual company card expenditure, remove time in reconciling missing receipts and remove duplication.1 vote -
Reporting - Adjust row height on Excel exports
When exporting reports to Excel they are coming in with very narrow row heights. By Default Excel will create a row height 4 points larger than the font. Eg: default font is 11 points and row height is 15 points. If I increase the point size, the row height increases.
My exported reports have the general data at 9 points but the row height is at 11 points - and I'm constantly having to modify my spreadsheets.
It appears that Xero believes that a 2 point difference between font size and row height gives enough white space to make the…
1 vote -
Bank Feeds - Country Bank (US)
Add Country Bank to supported banks.
1 voteThanks for sharing, Barry. We'll start to get a feel of the interest for this bank from your idea here.
-
Reports - Re-order columns and rows using cut & paste
Instead of dragging rows and columns (which takes forever when you have long reports), can you implement a cut and paste instead?
1 vote -
Accounting for savings pots within one bank account
I am "one man band company" and use Mettle Bank in the UK. It offers the the facility to put money into "pots" so that I can save for things such as Corporation Tax, VAT payments etc. This is basically a bank account within a bank account and one which I find very useful. The downside is that there is no obvious means to keep track of what is in each pot within Xero and complicated by the fact Mettle does not stream the total in each pot via the connection only the total amount with the bank account itself.…
1 voteHi Neil, perhaps worth engaging your accounting advisor on, however from the sounds you could create 'suspense' accounts in your chart of accounts to reconcile these amounts from your bank account too. Effectively when you make you create a transaction that is related to the amount that's been allocated to a pot you could then make a payment on the transaction to that 'pot' account in your organisation. This way you could run the Account Summary report to keep a constant track on the amounts you have unallocated in your pots.
-
Au Payroll - Overtime report
Overtime Report by employee in one easy to read report
Managerment required a report to analyse overtime per employee over the course of a year - in one report. Only option in Xero is to run report employee by employee. (which would be incredibly time consuming)
A simple report would be -
- Rows would be list of employees
- Columns would be all the overtime categories,
- values would be sum of hours worked (or dollar value or both)
- parametres would be between two given dates.I could find no such useful report in Xero - instead I…
1 vote -
Reports - Option to specify which months to include when generating YTD monthly reports
Ability to run YTD reports where there is monthly columns totalling to the YTD column which automatically adds additional months as needed.
1 voteHi Bethany, thanks for sharing this suggestion for improving our reports.
We've reviewed your idea for an option to have Year-to-Date reports automatically generate columns for each month, which then total to the YTD figure. We can see how this dynamic layout would make monthly analysis much clearer and save time on report setup.
Your suggestion is now ready to gain support from other community members. Along with votes, others can now comment to share how a report that automatically adds monthly columns as the year progresses would improve their own financial analysis.
-
Project reports - Edit Layout
Enable editing and saving as custom of project reports as one can with other reports
1 vote -
Profit & Loss - customise comparison dates
Customise comparison dates
When running a P&L or any other report with comparison data, it would be handy to be able to customise the date range of the comparison data. Some reports have an option of custom date range, but it's greyed out.
1 voteHi Daniel, it sounds like you may currently be running the Profit & Loss and comparing tracking categories? Currently if you compare tracking categories in the report it isn't possible to select comparison periods.
-
VAT - Summary Report by box number
VAT summery report by catagory/box like the one in Sage which is a big help when you have resticted VAT on leasing, roundings, Import vat, VAT on legaland insurance claims etc so you can calculate what the full VAT is and agree the difference quickly without having to go through every single transaction
1 vote -
Sales Tax Report (US) - Recognize California's TY 6/30-7/1
Xero's Sales Tax Report doesn't recognize the great state of California's tax year: 7/1-6/30. Xero pull-downs only offer calendar-year options (1/1-12/31). So, we couldn't set up Sales Tax Report for largest state in the US. Please fix this. We can do it ad infinitum manually, but it seems that Xero could fix the problem. (Avalara could inform Xero if other US states also vary from a simple calendar Tax Year reporting.)
1 vote -
Bills - Password protect bills
For invoices received, allow settings to open the invoice for processing, especially for repeat bills. Invoices received from e.g. Municipalities uses the account number as pwd to open their invoice. Settings for this would be useful for automation of invoices received
1 vote -
Projects - Ability to move expenses to another project.
I'd like to be able to move expenses from one project to another without having to delete the expense under one project and manually enter it again into a different project number. It would be much easier and so much more efficient to be able to do the same as assigning a bill to a job number and if that job number turns out to be incorrect, it's simply a case of re-assigning the project number to it rather than having to delete and re-enter the whole thing again. Very frustrating and time consuming!
1 vote -
Integration with Saturation.io (Quickbooks is linked, please can Xero be an integration too)
Integration with Saturation.io. Quickbooks is linked, please can Xero be integrated too.
1 voteHi Gemma, while appreciate your idea and how you'd like to synchronize data between Saturation.io and Xero as we have an open API we generally don't build integrations with other applications ourselves.
We have our Xero developer centre where interested parties can get information on integrating with Xero. Welcome to share this with Saturation.io to see if it's something they'd look to develop themselves.
-
Reports - Add reports for eInvoices
Hi Xero Support,
We've been generating individual e-invoice from Xero/Invoici for months, however, we could not find any report on e-invoice generated through Xero/Invoici.
This report could help us in ensuring accuracy of the data exported to MyInvois portal. We would require a specific report on the generated individual e-invoices to make sure that they tally with the sales invoices report from Xero.
Thanks!
0 votesThanks for sharing this valuable feedback about your experience with e-invoicing.
We've reviewed your idea for a dedicated report on generated e-invoices. We understand how this would be crucial for ensuring the accuracy of data you export to the MyInvois portal and for tallying with your Xero sales reports.
Your suggestion is now open to gain support from the wider community. Along with votes, others can now comment to share how an e-invoicing report could improve their own reconciliation and data validation processes. 🙂
- Don't see your idea?