For small businesses

4691 results found

1. UK Payroll: Reporting - Run a report to calculate holiday pay based on a 52 week average

   It would be really useful for those of us in the UK if we could run a report to calculate holiday pay based on a 52 week average. Legally this has been a requirement since 2020.

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   15 comments  ·  Payroll  ·  delete…  ·  Admin →
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   under review  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi everyone, thanks for your ongoing interest and support for this idea.

   We understand the complexities surrounding calculating holiday pay for employees in the UK, and acknowledge the need to provide a helpful way to calculate an accurate rate in which to pay out their holiday.

   Our product team are excited to share that this is an area we are currently looking into developing.

   Your feedback and ideas are extremely important to us. As such, we’d like to reach out to our valued community members to get involved in prototype testing, commencing later this month.

   The testing will involve using a prototype tool to assess the usability of a proposed way of calculating Holiday Pay in Xero. We'd encourage users that feel strongly about this area of payroll to sign up and welcome users of all experience levels.

   Given the popularity of this idea we expect spaces to fill up fast. We'll close the form once we have enough interest. We also want to make sure we test our concept with a wide range of customers, so you might not be selected for testing depending on the level of interest we receive - Fill out this form to join ✍️

   Thanks everyone and we look forward to connecting with you.

   Hi everyone, thanks for your ongoing interest and support for this idea.

   We understand the complexities surrounding calculating holiday pay for employees in the UK, and acknowledge the need to provide a helpful way to calculate an accurate rate in which to pay out their holiday.

   Our product team are excited to share that this is an area we are currently looking into developing.

   Your feedback and ideas are extremely important to us. As such, we’d like to reach out to our valued community members to get involved in prototype testing, commencing later this month.

   The testing will involve using a prototype tool to assess the usability of a proposed way of calculating Holiday Pay in Xero. We'd encourage users that feel strongly about this area of payroll to sign up and welcome users of all experience levels.

   Given the popularity of this idea we expect spaces to fill up… more

2. AU Payroll - Include DOB & start date in Employee Contact Details report

   Ability to generate a report with start dates for all employees as well as birthday dates reports.

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   submitted  ·  12 comments  ·  Payroll  ·  delete…  ·  Admin →
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3. Batch Payment | Remittance Advice - Create for batches that include an overpayment hin there

   Please allow remittance advices to be sent to clients from a batch payment even if it contains an overpayment. There is something fundamentally wrong for there not to be an option for this. A batch payment of 100 invoices with an overpayment of 1 is not cause for there not being an option to send a remittance advice to my clients. I've had to search the page and manually extract it onto an excel file and then send to suppliers. Very time consuming especially if you make large batch payments for over 50 different suppliers.

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   submitted  ·  7 comments  ·  Business features  ·  delete…  ·  Admin →
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4. Remittance advice - show bank account details of payment

   Ability to show the supplier’s bank account details of payment in the remittance advice.

   Purpose: To easily let the supplier know where the user sent the money to.

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   submitted  ·  16 comments  ·  Business features  ·  delete…  ·  Admin →
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5. Pricing Plans - Make Xero Projects available in the lower tiers of the new pricing plans

   With the new pricing tiers coming in September 2024, Projects is only included in the most expensive tier. I currently pay for it as an add-on on a per user basis. With just two of us, this is cost effective. From September, if I want Projects I will have to pay for the top tier, a 30% increase to retain the features I use! Please make Projects available in lower pricing tiers.

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   submitted  ·  18 comments  ·  Subscription & support  ·  delete…  ·  Admin →
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6. Xero Analytics Plus | Short term cashflow - Ability to set date range (e.g a year)

   Xero Analytics Plus cashflow to show a year not just 90 days.
   The current cashflow upgrade from Xero only shows up to 90 day which is weird as in reality you need to forecast for the year. Is this going to be extended to a year like all the other cashflow apps ?

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   submitted  ·  17 comments  ·  Business features  ·  delete…  ·  Admin →
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7. Xero Projects - Custom report builder

   Ability to be able to create your own custom project report in Projects. For example being able to create a report using the fields in both the Project Details report and the Project Financials report.

   Also the ability to ability to amend the current reports in the format you want and then to save them to customs reports as you can do with other reporting.

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   submitted  ·  16 comments  ·  Business features  ·  delete…  ·  Admin →
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8. Xero Blue | Global Search - By Contact account number

   Using the dashboard search, we are no longer able to search by account number and must instead use names. Account numbers are used by thousands of businesses across the country and it's one of my most common client questions.

   We can search by account number in the contact screen, please extend this to the dashboard search

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   submitted  ·  21 comments  ·  Settings & user roles  ·  delete…  ·  Admin →
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9. Projects - ability to set a project currency

   Projects is configured to only allow the reporting currency to be used in setting rates or quotes.
   It would be great to allow the user to select the quote currency.

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   submitted  ·  13 comments  ·  delete…  ·  Admin →
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10. Quotes - Remove PDF attachment from email

    Ability to remove PDF attachment when emailing quotes from Xero.

    Purpose: To make the receiver of the quote click the link instead, so users’ will know that the quotes have been opened. Because if they choose to open the PDF attachment, users’ will not know whether quotes have been opened or not.

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    27 comments  ·  Business features  ·  delete…  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, we recognise our customers find the option of whether to include a PDF when sending invoices today useful and thank you for you feedback on why you'd also like to see this reflected in Quotes. Our team are considering this for a future opportunity in Quotes and I want to assure you they are well aware of the idea for this here. However, we want to be upfront that we don't have any direct work planned for this right now. We will be sure to share any updates or progress when it comes, with you all here. 

11. Reporting: Aged Payable/Receivables - Invoice description column

    Adding description column for Aged Payable/Receivable report.

    Purpose: To easily identify which invoices that need to be actioned.

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    submitted  ·  16 comments  ·  Accounting features  ·  delete…  ·  Admin →
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12. Profit & Loss Report - compare tracking categories

    Thanks for adding the new "compare tracking categories" in the new Profit & Loss Report.

    However, even with this additional development the new version of Profit & Loss Report requires you to manually add each tracking category one by one. Having the feature of "select all" reinstated as the old version did would be really helpful.

    Having limited tracking categories to 200 isn’t helpful, previously Xero was able to search across an unlimited number of tracking categories, but only report on the active ones.

    I’m sure there are many users that have more than 200 tracking categories (not always active but not suitable to archive). Having to manually select each tracking category isn’t an efficient use of time.

    Please review this development and align the new version Profit & Loss to the old version functionality.

    Thanks for adding the new "compare tracking categories" in the new Profit & Loss Report.

    However, even with this additional development the new version of Profit & Loss Report requires you to manually add each tracking category one by one. Having the feature of "select all" reinstated as the old version did would be really helpful.

    Having limited tracking categories to 200 isn’t helpful, previously Xero was able to search across an unlimited number of tracking categories, but only report on the active ones.

    I’m sure there are many users that have more than 200 tracking categories (not always active… more

    47 votes

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    12 comments  ·  Accounting features  ·  delete…  ·  Admin →
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    submitted  ·  AdminEthan M (Admin, Xero) responded

    
    

13. AU Payroll - Attach files to leave requests

    Hi.
    When people put in a personal leave form, can you please add an attachment button, so that a medical certificate can be added.
    In Xero Me & Xero.
    Thanks

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    submitted  ·  19 comments  ·  Payroll  ·  delete…  ·  Admin →
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14. VAT group feature - Option to prepare and finalise individual returns for non-MTD VAT organsiations

    It would be great to see a feature that was specific to VAT groups so it's an easy experience (rather than importing and exporting figures)

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    submitted  ·  10 comments  ·  Business features  ·  delete…  ·  Admin →
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15. Project - Import manual journal into Project

    I am needing to import my payroll expenses from another payroll platform in the form of a manual journal. I need those payroll expenses to be tracked by project. It would be handy to be able to have a column for projects instead of a tracking category.

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    submitted  ·  8 comments  ·  Business features  ·  delete…  ·  Admin →
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16. AU Payroll - Multiple Earnings Rate in Payroll

    Streamlining " Multiple of Employee's Ordinary Earnings Rate" .
    I have a client who has 14 employees and 4 Ordinary Earnings Rate for each employee as their business trades 7 days a week. Each Employee is on a different Ordinary Earnings Rate. The current system on Xero requires you to create and select Multiple of employees ordinary earnings rate in the payroll settings and calculate and enter the multiplier % for each earnings rate for each employee in order for the ordinary earnings rate to be calculated and for the annual leave and carers/personal leave to be calculated. This is incredibly onerous and to consider that this needs to be then be entered in again when the award rates are released.
    Other than that, the current employer has to manually add the annual and personal/carers leave for each weekly payrun. Can Xero upgrade this please?

    Streamlining " Multiple of Employee's Ordinary Earnings Rate" .
    I have a client who has 14 employees and 4 Ordinary Earnings Rate for each employee as their business trades 7 days a week. Each Employee is on a different Ordinary Earnings Rate. The current system on Xero requires you to create and select Multiple of employees ordinary earnings rate in the payroll settings and calculate and enter the multiplier % for each earnings rate for each employee in order for the ordinary earnings rate to be calculated and for the annual leave and carers/personal leave to be calculated. This is… more

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    submitted  ·  28 comments  ·  Payroll  ·  delete…  ·  Admin →
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17. Xero Login - Enable Passkeys as a replacement to passwords

    Passkeys (https://fidoalliance.org/passkeys/) are rapidly taking over passwords and are infinitely more secure than passwords.

    Intuit are already using Passkeys (https://fidoalliance.org/case-study-intuits-roi-from-passwordless-customer-authentication/)

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    6 comments  ·  Settings & user roles  ·  delete…  ·  Admin →
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    working on it  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, we've just launched passkeys to our first group of users. From this week, Xero Me app users who haven't set up MFA yet will be able to use passkeys to log into Xero. Next, we'll be progressively rolling this out to more users over the coming months. We look forward to and welcome your feedback here. As we have more news on the rollout I'll share with you on this idea.

18. Xero Projects - Charge out Rates by staff member not by Task

    It seems like a ridiculous hack to have to duplicate tasks for various staff members or charge out rates. eg TASK1(apprentice), TASK1(trade assistant), TASK1(Tradesman)...TASK2(apprentice) ...and so on.

    The inability to organise 'tasks' into groups/ headings within a project is another obvious flaw and means that 'tasks' could functionally only really be used as 'major cost centres' rather than granular tasks, but even at a very top level breakdown, having those 'tasks' would get unwieldy very quickly.

    I know that Xero Projects is a light weight add on, but that is also part of its appeal. So many other offerings eg. WorkFlowMAX try to take over the whole management of the business and have certain limitations or lack of flexibility that make them not be a good fit for our business.

    For the per user cost of Xero Projects which has a mobile app with a decent enough implementation of timesheets, it seems strange and somewhat illogical to not have the ability to easily on-charge labour at a specified rate or markup.

    If labour was treated just like 'expenses' that would make more sense in most cases.

    Why should a 'task' have a charge out rate that is unrelated to the labour cost of the staff member performing the task?

    If a project is on a fixed price quote then all you need to calculate is the real labour cost of the staff member and if is billed as 'tasks and expenses' as it is referred to in Xero Projects it really should be 'Labour and Expenses' (which is all it is anyway).
    For invoicing this could either be added in as a single labour line item against a task as an aggregate amount of the various charge out rates, or it would be useful to have the option to invoice it broken down by staff member.

    The only decent work around I can think of is to manually enter charge out rates at time of invoicing with the 'Display hourly rate time as: Time entries' option selected...

    Each staff member just needs to have an attribute of a 'charge out rate' set up in the same dialog box as their calculated cost/hr. Then that can be used as a selectable option at time of invoicing.
    There is no need to even re-think the logic of 'tasks' having a charge out rate, just add this in an an option

    It seems like a ridiculous hack to have to duplicate tasks for various staff members or charge out rates. eg TASK1(apprentice), TASK1(trade assistant), TASK1(Tradesman)...TASK2(apprentice) ...and so on.

    The inability to organise 'tasks' into groups/ headings within a project is another obvious flaw and means that 'tasks' could functionally only really be used as 'major cost centres' rather than granular tasks, but even at a very top level breakdown, having those 'tasks' would get unwieldy very quickly.

    I know that Xero Projects is a light weight add on, but that is also part of its appeal. So many other offerings eg.… more

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    submitted  ·  12 comments  ·  Accounting features  ·  delete…  ·  Admin →
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19. Ability to edit the layout of the Check Voucher

    When using pre-printed check stock, information on the voucher overlaps information on the pre-printed check. If you could change the layout of the voucher, this problem could be eliminated.

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    submitted  ·  13 comments  ·  Accounting features  ·  delete…  ·  Admin →
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20. Quotes - Access to contacts and adding details

    There is a difference between the functionality of new quote page and the old one.

    On the old quote page, when a new contact was entered and the quote was saved, you could then click directly on the contact field which was linked to the contact page. This allowed you to quickly add additional info (email address, phone number, etc). This made emailing the quote quick and easy.

    On the new form, after you save the quote the contact name remains in edit mode.... so you cannot click on it to get to the contact page. There is no link to the contact info from within the form - anywhere on the page.

    For a business that emails quotes to new contact regularly - this is a real snag.

    Can the Product team simply match the functionality of the contact name process to what the old for did? Just and the contact hyperlink as it used to be.

    There are some nice things about the new quote form, but this is problematic... and it seems like it could be quickly and easily remedied.

    Please help us here... Thanks.

    There is a difference between the functionality of new quote page and the old one.

    On the old quote page, when a new contact was entered and the quote was saved, you could then click directly on the contact field which was linked to the contact page. This allowed you to quickly add additional info (email address, phone number, etc). This made emailing the quote quick and easy.

    On the new form, after you save the quote the contact name remains in edit mode.... so you cannot click on it to get to the contact page. There is no link… more

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    20 comments  ·  Contacts & communication  ·  delete…  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded