4790 results found
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Bills | Imports - Add Foreign Exchange rates as a column
But it would be amazing if you could set the FX rate for each transaction on the purchase upload spreadsheet.
Where you do not add an FX Rate it would default to the daily rate.
I have to set hundreds of FX rates for each transaction individually, so it would save me so much time.
1 vote -
Reporting - fields and functionality of old report pack.
Report fields and functionality of old report pack.
We are sad to see the old report packs being discontinued. We use these to complete all our company and trust resolutions as they are able to pull through shareholder salary fields as well as net profit before tax and net profit after tax. Whilst we can type these in manually, they can be prone to human error and is more time consuming. Please update the new reports so that this functionality is maintained or keep the ability to keep cusomised reports active. I don't mind if you discontinue all the other…
1 vote -
Gusto integration - Change sync to avoid creating multiple bills
We create contractor bills within Xero as a way to view and track upcoming bills, but we pay them through Gusto. When we make the Gusto payment, Gusto generates its own bill in Xero, leading to duplication.
As a current workaround, we delete the Xero bill once Gusto posts the payment transaction in Xero. At that time, we also attach PDFs of the invoices from the contractors to the Gusto bills.
Can you provide a way to prevent these duplicate bills?
1 vote -
Profit & Loss report - Show account names on 1 line.
Profit & Loss report: Show account names on 1 line.
The new report has account names over 2 lines, so makes the report extra long, and not very easy to view on the screen. Analysis becomes less efficient.
Prefer the old version report "look". We were able to see the business at a glance on fewer pages!Also, the extraction to excel now has merged cells. Have to unmerge and manipulate before using the report. Again less efficient.
1 vote -
Projects Reporting - Show description and reflect payment on bills and invoices
Projects, should show full description of Bills & Invoice details, and include partial payments & credits allocated to the Bill or invoices in Projects..
1 vote -
UK Payroll - Option to make pension contributions on eligible earnings, with no upper limit
Pension contributions on eligible earnings but with no upper limit.
1 vote -
Dashboard - Business Overview Graphs
It would be nice to have a business overview dashboard similar to QuickBooks. The existing Xero dashboard is designed for bookkeepers and doesn’t have any valuable insights for business owners. Perhaps it would be better to have two different tabs on the dashboard, one for bookkeepers, and another one for business owners.
P.S.
Numbers of the screenshot are from a demo account1 vote -
Projects - Add mileage and sync with payroll(NZ)
It would be great if there was an ability to add 'mileage' against a project (like you can add time) and have that automatically pull through into that employees payslip to reimbursement them.
1 vote -
AU Payroll: Option to not automatically approve leave requests submitted on behalf of employee
Have the ability to create a leave request on behalf of an employee without approving it as Payroll Admin, and then submit the request to the Leave Approver for that employee.
1 vote -
Payroll UK - Hide leave balance from specific employees
Xero Payroll - It would be useful if you had the option to show holiday entitlement to selected employee's, rather than all or none in the X
1 vote -
AU Payroll: Allow ordinary hours to reduce below 0
Xero should reduce Ordinary hours below nil when leave requests are input for the current/previous weeks if the total leave exceeds normal ordinary hours. Eg FT employee 38hrpw is off all current week on leave in addition to 7.6hrs for a day last week not previously processed. Currently, in this situation Xero will not reduce Ordinary hours below Nil and would pay the employee 45.6hours as leave. A manual adjustment is needed to reduce Ordinary hours to minus 7.6hrs to correctly pay the employee.
1 vote -
Projects Invoicing - Show total time entries per employee
Invoice in Projects - ability to combine time entries of employees to show total hours per employee
At the moment when you create an invoice in Projects, all the individual time entries are shown which can be 2-3 pages long. It would be great to have an option to combine all time entries per employee over a selected period so that the invoice doesn't have to be 2-3 pages long showing time entries done by each employee when all we need is one line item per each employee.
1 voteDoes this need to be on an employee basis, Jay?
At present, you can either create an invoice based on the Task or based on Time entries.
To confirm at present you can summarise the time entries by selecting to invoice as a Task - but appreciate this doesn't allow the individual lines for a employee breakdown
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Batch payment - Navigate back to awaiting payment after approving
To have a shortcut to go back to the "Bill to Pay" section immediately after making a batch payment so as to continue making payments
1 voteHi Angeline, currently once you 'Make a payment' for a batch payment you'll be taken to the payment transaction so you could decide whether to send remittance or export the file for up;load to your bank.
While not a complete resolve for your idea here, you may find the ability to set a default page for your new bills experience useful so when you select 'Bills to pay' from the Business menu you're automatically taken to your Awaiting payment tab?
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UK Payroll: Hide Employer's NI from payslips
Please can we have the option not to show Employer's NI contributions on the payslip, as this is confusing our employees.
1 vote -
Invoices - Create Pick List for Orders
Generate a pick list of items once the customers make a payment similar to how with the push of a button you can turn quotes to an invoice. Pick list will be used for internal record keeping.
1 vote -
VAT reconciliation report - Highlight that report only works with older version of non-MTS VAT Return
The VAT reconciliation report is still listed in the menu of reports, however there should be a comment somewhere in the report that says that it doesn't integrate with VAT returns filed under MTD.
This will avoid staff who are unaware of this, trying to make sense of it.
Maybe just completely remove it.1 voteThanks for the feedback, Andrew. This is something that's noted within the help for this report but appreciate wanting to see this more predominantly in the product.
No changes at present but we'll let you know if there are any made, here.
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Bills - Open .doc attachments natively in Xero (without downloading)
Please make a change so that a .doc attachment (eg against a payment) can be opened without having to downloading it
1 vote -
Project reports - Filter by invoice status
Please can we have the option to drill down a project summary/project financial report to only include submitted/paid invoices and to be able to have the option to exclude draft invoices
1 vote -
Inventory - Report for item rentals
We are a meadery that often sells mead in kegs. This idea would also apply to breweries.
I use a "Keg" inventory item to track the physical keg shells. I use a separate item for the product inside the keg. So an invoice for one keg will show two items: the mead itself and the keg. This helps me keep track of our physical kegs on hand, weather they are full or empty.
When a client returns a keg, they receive a credit note for returning the keg. In addition to getting their deposit back, this keeps my inventory correct.
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1 vote -
Custom Reports - Add cashflow chart to custom report
I have successfully managed to create a custom report.
I now want to add on rows which give me the opening and closing balance each month to get a 12 month cashflow. Is there a way I can do this from the statement of cash flows (using the cash and cash equivalents at beginning and end of period)
When I try to add rows to my custom report it doesn't seem to offer to add, but only to group item is this something that could be considered.
I work for several charities and this report showing money in bank at…
1 vote
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