4792 results found
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UK Payroll - First NEST pension filing when changing over to Xero
As an existing Nest pension employer - we moved our payroll from an external supplier - in house to our existing Xero account. However, after repeated error messages - "Pension filling rejected by pension provider. Download and read the error report to learn about the problem." and 3 hours on the chat/phone/email with Nest saying ot was a Xero issue - I eventually got the response from Xero support below - it's a known error with the first submission! How have they either not fixed it - or at least offer help and guidance to everyone who all those who…
1 vote -
AU Payroll - Timesheets filter
Under Business Menu/Timesheets - it lists all staff weekly summary. It would be great if we could have a filter in this screen to be able to choose teams etc
1 vote -
W-9 Management - Ability to sort and filter
There needs to be a way to sort and filter the list by W-9 status
1 vote -
Reporting - Cashflow summary report
If there is not already, it would be useful to have a proper cashflow summary report showing actual cash movements instead of having to balance against the movement in prepayments etc that come up in the current report.
Same with my payroll, it would be nice to see net wages go out on one line and the PAYE paid on another.
Thank you1 vote -
Fixed assets - Add mid year
Fixed asset register - We used to be able to add fixed assets in the middle of a financial year and enter an accum dep to date value within the entry of the draft assets themselves. Now we are restricted to the beginning of a financial year. This is a backward step. Why has the extra functionality been removed?
1 voteHi Catherine, something doesn't sound quite right there. Is it possible there is a lock date set up in the org ? I'd recommend raising a case with our specialists to get a closer look into your org and the asset you're trying to create and help determine what's preventing you from adding the asset on the date you'd like.
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Xero Tax (UK) | Unincorporated association
I need to prepare a ct600 tax return for an unincorporated association.
As it has no company number and XERO corp tax doesn't let you go past Go without a company number it is not possible to do this and I'm back to paper filing.
Please can this be addressed.1 vote -
Recipient Created Tax Invoice - Calculate withholding tax and GST
I am a New Zealand sole trader and contractor for a company. I submit a timesheet, and they generate a IRD approved Buyer Created Invoice. They send me my payment with GST added, and witholding tax deducted.
There is no accurate way to extract the witholding tax from the final amount deposited to my account.
There is a hacky way, detailed here:
https://www.laurenson.co.nz/2017/09/accounting-for-the-tax-withheld/
But because Xero doesn't hold a high enough number of decimal places in the percentage field, the amounts are inaccurate by some cents each time. Which over the course of a year increases to a reasonable error.
…
1 vote -
Reconciliation - Auto match bill with multiple statement lines
Since Xero does not allow integrations to post JE to the bank feed, but instead works around this by using bills. It would be a lot more seamless especially in the case of payroll (Gusto) to have Xero automatically match the 2 transactions to the bill.
Seems silly in this day and age when the 2 transactions automatically match the bill total we need to do this manually, then split the bill, refresh the page, and then match the remaining balance.
Using other accounting software that uses JE this is a clunky process that could be made a lot better.
1 vote -
Navigation - Switch to same page in a different organisation
For businesses that have more than 1 Organisation on Xero, can we have a button on most pages which allows us to go straight to the same page in another Organisation without having to go to Change Organisation in top left corner then go through all the pages to get to the same page in the next Organisation.
For example, if Im looking at unpaid invoices or draft bills in one Organisation, can we have a button with a drop down list of our other Organisations which we click on to go straight to the same unpaid invoices or draft…1 vote -
Reports - Show all sub types in Account Type filter
In the 'Accounts Transactions' report:
In the Filter, under the 'Account type' could all of the sub account types that are visible when creating an account be added to the filter?
For instance sometimes I want to send a report of just the cost of sales accounts to a client.
1 vote -
Inventory - Raise a Purchase Order from a product
When in the product page it would be very helpful to have a button to either raise a purchase order or quotation and have it filled out with the details that you have in the product page.
1 vote -
Please show assigned account and GST status on reconciled account transactions tab under Accounts
Please show assigned account and GST status on reconciled account transactions tab under Accounts.
Reconciled account transactions do not show assigned account or GST status in the Account Transactions for an account. I really really need to see that. I spend 50% of my time in Xero determining and checking assigned account and GST status.
I know I can run a report, but that is very time consuming, and I can't change it easily from there.
Assigned account or GST status is so basic for any transaction, it needs to be immediately displayed everywhere there is a reconciled transaction displayed.…
1 voteSorry we've not responded to your idea here sooner, Peter. It sounds like the Account Transactions report should assist with what you're asking here -You can customise the report to add related account column. You'll also find you can choose which tax columns you include.
If it's something you'll often refer to Save as custom and perhaps even favourite the report for ease of access.
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Xero Expenses - View totals on list view with filters applied
On the Expenses view, one can filter by label, by claim type, or a combination of those variables.
I'd like to be able to see grand totals, and print to a simple PDF as needed.
This could empower employees to create their own expense report as needed without having to onboard them as Xero users - for a trip or conference, for example.
See screenshot for clarity. The print icon could go next to filter icon.
1 vote -
Bank Rules - Ability to set Date as a criteria
It would be great to have the date of bank transactions as a criteria field when creating a rule. When we are paid by the ESFA, the amounts we receive at the beginning of the month have a different nominal to those received later in the month. In Sage we could set a rule as 'between 2 dates'
1 voteHi Sarah, when a bank rule is applied it'll use the date of the statement line to apply to the transaction it creates so you don't need to set this within the rule itself. Or are you saying you'd like to set the date of the transaction that's going to be created when the bank rule is applied?
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Reporting - Undo option when deleting draft reports
The addition of an undo button when accidentally deleting a draft report
1 vote -
Show ABN alongside or beneathe contact name
Show ABN beside or under Customer or Suppler name whenever or wherever it is shown.
1 voteHi Sue, appreciate you sharing here. So I can share this back to the most appropriate product teams - Are there any places in particular within Xero that you'd find this handy? Is there a reason being able to see the Contact ABN is useful for you?
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Demo Company - Copy reports from the demo to a Live company
Be able to copy reports created in the "Demo" company to a live company instead of having to start from scratch again. The concept of the Demo company is great - to experiment and learn. Just need to easily be able to implement those learnings into a live situation.
1 vote -
Check - Limit 'Check Style' Editing for Standard User Role
Any user with the 'Standard User Role' AKA the role with the least amount of permissions that can still access and perform bank reconciliation, has access to Setting>Check Styles which contains your bank account routing & account number, if you need to have that information printed onto blank check stock. This is a major security overlook. I do not want my employee that is helping with bank reconciliation to have access to my bank account information.
1 vote -
Xero Accounting app | Sales" tab to show sales transactions for VAT Cashbook users
Currently the Sales tab in the Xero app offers no purpose at all for users of Xero VAT Cashbook subscription because they are unable to create invoices.
I propose that Xero make sales transactions visible in "Sales" tab of Xero App for VAT Cashbook users, enabling them to use this to view income (identical to the Purchases tab) which would enable them to take and upload photos of invoices to attach to income transactions.
1 vote -
Practice Manager - Sync timer between app and web
At the moment, starting a timer on the phone app will "stay local" to the app (i.e. opening XPM on the web does not show the timer running).
It would be good if the system was aware of the fact that I am timing a task before it's completed, so if I start it on the laptop (e.g. because I am in a call and I can't easily do it on the phone) I can stop it on the phone and viceversa.Also, as things stand, an app crash might make me lose the timer.
1 vote
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