4788 results found
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NZ Payroll - Allow timesheet approval for employees with authority
For employees who use Xero My Payroll, if you are a Payroll Admin user, you can grant employees authority to approve leave. The option for Timesheet approval should also be there, it is available in other countries but not NZ.
46 votes -
User Access - Restrict Invoice only role to Customer list
There is a role setup for Invoices Only (Purchases). This is useful if you want to have a User process Accounts Payable Invoices, but without providing access to Sales Invoices.
However, if you login with this role, you can see 'All Contacts' as well as the list of all 'Customers' and the billing amounts outstanding. Surely this is inappropriate if the role is for Invoices Only (Purchases)?
The suggestion is that a user with the role 'Invoices Only (Purchases) can see Supplier contacts, but cannot view Customer contacts (which is really what most people would expect if this role is…
46 votes -
Dashboard - Widget Calendars starting on Monday
Add the option to show widget calendars that start on Monday instead of Sunday.
Purpose: To make the start of the week, is the first day when they’re going to work.
46 votes -
Purchase Orders - Additional supplier reference field
Having another field for supplier reference.
Purpose: User can check duplicate purchase orders easier by having another supplier reference field.
46 votes -
Customer Payments - Payments on Account, instead of Overpayments/Prepayments
You can only allocate payment on accounts to a customer ledger on Xero by clicking 'Overpayment' which is very long winded. Please can this be simplified to select the customer and then allocate straight as a 'payment on account' and then this can be allocated to the invoice once this is uploaded.
In addition, if there is money out that gets contra'd against money received from a client, there is no way of coding this to the customer ledger.
45 votes -
Payable Invoice Details report - Option to display bank details
Need option to display supplier bank details when running the supplier payments bank report. Key for bank approvers to easily verify bank details for supplier payments.
45 votesSee where you're coming from and thanks for the confirmation, Malcolm (I've just slightly adjusted the title here 🙂)
This isn't something we have planned at present but will get a sense of the appetite here and let you know if there's any change.
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Sales Invoice - Select and send multiple invoices on a single email
Send multiple invoices together on one email to the same customer with one 'pay now' button (e.g. for Stripe payment) rather than sending multiple emails which seem like spam to clients !
45 votes -
Profit & Loss - Include bills Awaiting Approval
We always have a significant number of bills "Awaiting Approval". As such our P&L is never accurate and for our large company it is out significantly.
It is the exception and rare that a bill will not be approved (ie didnt receive stock). Therefore the P&L would finally be closest and most accurate if it included "Awaiting Approval"
This should be included. If not then a button should be available so that the company can make this decision themselves and include the "Awaiting Payment" bills.
45 votesHi everyone, we appreciate why some customers would like to have bills that are still in a draft or awaiting approval status included in reporting results.
These transaction types do not impact the general ledger until they are approved within your organisation, which is why they cannot be included in the Profit & Loss report.
Understand that is not within the report that you're asking here, however the Payable Invoice reports (Summary and Detail) can be run to include these transaction types, so you could get a view of the amounts related to these type of transactions.
We want to be upfront that this isn't something we have intentions of developing financial reports to accommodate for in Xero.
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VAT - Partial Exemption Calculation
Ability to have a VAT partial exemption calculation.
Purpose: Because some industries (e.g. charity) have VAT partial exemption, having this ability would save users time in calculating the VAT.
45 votesHey everyone, appreciate that this idea's intent is to help save user's time in calculating the VAT, but I wanted to share that it is possible to record partial VAT exemptions, for those who aren't aware. We will continue to to track interest in this idea but in the meantime you can:
- Calculate your own your partial exemption adjustment amounts
- Enter them as VAT box adjustments on your non-MTD or MTD VAT return
Alternatively, if you use a set percentage adjustment you could do one of the following:
- Add a custom Tax Rate for your % rate.
- Adjust the VAT on each bill to the amount you can claim. Click the + next to the tax rate to do this. (You'll need to use the 'Amounts are' Tax Exclusive option to see it.)
We recommend you talk to your accounting advisor or HMRC if you need more help with this.
There's…
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Invoices/Bills - Ability to duplicate a line item
Ability to duplicate a line item for invoices/bills.
Purpose: To make users easily enter similar line items when creating invoices/bills.
45 votes -
Billable Expenses - Allocate supplier credit notes to a customer
Ability to allocate credit notes to a customer.
Purpose: To save users’ time rather than having to manually go into the Billable Expenses, outstanding report, find the original invoice and edit it to remove from recharging the client.
45 votes -
Invoices/Bills - Default bank account for Bill payments and Invoice receipts
Ability to set up a default bank account for bills payments and invoice receipts.
Purpose: To save time from having to select a bank account.
45 votes -
AU Payroll - Select more than one employee when generating payroll reports
ability to select more than one employee when generating payroll reports, not just a single employee or All employees
44 votes -
AU Payroll - Option to 'Approve & Next' employee
In Payroll --> Timesheet --> entering hours for employees, there is no option to 'Approve & Next' employee, which would make entering hours easier. It would mean one doesn't have to keep going back to the main Timesheet menu when they are working through a roster of staff.
44 votes -
Login - Single Sign-on (SSO) across Xero Products
Would be nice when moving from Xero to Xero HQ and Xero Central to have it retain your login so you do not have to login to each site separately.
44 votesHi 👋 your idea is being looked into by our Community team. We will be in touch soon to update you once your idea has been reviewed.
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Invoices - Add invoice notes to age receivable report
Receivable invoice summary- add notes column - if notes are made on why invoice are not yet paid. can we run an age receivables report, that also includes the notes on an invoice please
44 votes -
Contacts - Option to put a Stop/Credit Hold on customer accounts
I Also, when will we get the stop function in Xero? I've been asking Xero for 6 years. I know you can restrict invoices by credit limit but, customers could be well under their limit but overdue in paying. A stop function is critical to any accounting system.
44 votes -
Xero Me - Clock in and clock out on timesheets
Xero Me - Needs spot in App to input the Earnings Rate and Tracking Category for the employee. Needs a start/stop button for clocking in/out so that when the employee starts the day they simply press start and the app records the time started. When they press stop it records the stop time until the start time is pressed again. This can be used for breaks and for start and finish of the day - these can be edited if someone forgets. Currently you have to type in times and this can only be done at the end of the…
44 votesHi community, though we appreciate the interest and would like to continue seeking feedback on being ale to clock in and out times on timesheets, to share an update from us here - this isn't something we have planned in the short term.
Our team will continue to review the ideas on these forums and I'll be sure to let you know if there are any changes for this to share. Thanks
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Xero: Support for SAF-T and SIE files
SIE files and SAF-T files are international standards for electronic exchange of accounting data and should, as soon as possible, be included in Xero as a digital application.
More information about SAF-T (Standard Audit File - Tax Financial):
https://en.wikipedia.org/wiki/SAF-TMore information about SIE
https://en.wikipedia.org/wiki/SIE_(file_format)(I though this features had been lifted before - but didn't get any hit when I searched)
44 votes -
Timesheets: Daily approvals
Weekly Payroll calendars and get paid monthly.
It would be advantageous if timesheets can be submitted daily and approved daily.
Reason: approved cannot remember hours staff worked last 30 days. approver has to make a note of hours and then refer to notes when approving timesheets submitted.44 votes
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