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4792 results found

  1. To make the credit card fee or online payment fee visible in the invoice.

    Purpose: Vendor/customer will be able to see how much exactly they’re being charged.

    31 votes

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  2. Hi Xero,

    I would like to request access to the Statement Mergefields for Age Analysis. This seems to be a standard field in most accounting packages and I would certainly expect it from Xero.

    This is a crucial mergefield that I am sure most / if not all small businesses require to keep their debtors book under control.

    I am aware of third party plug-ins like Statey that has access to the Xero Age Analysis fields . However, the price of it is 25% of what we already pay for Xero, and that only to get access to a mergefield…

    30 votes

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  3. As the old 'GoCardless for Xero' integration is no longer being developed.

    And the new 'GCiX' GoCardless as a payment service integration is even less functional.

    Stripe, Paypal, Tyro and eWay all have bank feeds.

    We need a functional bank feed for GoCardless.

    30 votes

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  4. If a Xero client has a credit card that is cancelled due to scam or new card etc, the only option is to create a new bank feed for the card so you can continue to get the data. In this instance, you end up with two bank accounts on your Xero file, both with a balance. At the moment, you can only do a transfer to move 1 balance to the other, than archive the one not needed. It would be nice to be able to merge the two together so that the balance works and the transactions stay…

    30 votes

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  5. Be able to produce a payroll report for leave balances with a running balance. I want to be able to see all leave accrued, leave taken and the running balance in one report.

    30 votes

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     ·  2 comments  ·  Payroll  ·  Admin →
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  6. We have projects in Xero that estimated expenses in USD and AUD, but at the moment we are not able to set up tracked expenses in just our general currency (AUD).

    30 votes

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  7. When adding a new employee record, allow me to 'create new superannuation' during the process of creating their new record. Currently when adding a new employee record, I need to navigate away from the employee record to 'Settings > Payroll Settings > Superannuation' to add a new superannuation relationship. On the new employee record, when the pop up appears for superannuation, if you could add a spot to say 'Create New relationship' or something under the employee record - I'll buy you a beer.

    30 votes

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     ·  5 comments  ·  Payroll  ·  Admin →
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  8. Hello. Keen to have the Auto reply email address that is used for invoices to also be used for payslips. I use a different email to log in to Xero than the one I want staff to reply to.

    30 votes

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     ·  16 comments  ·  Payroll  ·  Admin →
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  9. I would like to be able to merge accounts (of the same type, ie expenses) to one account when there was two or more of the same account created.

    Example: Say you've converted from another accounting system, and there were sub-accounts that are all the same account - that you want to merge into one account. To be able to merge the accounts - without doing a Find and recode.

    Or, the client opened another expense account for something, and one already existed... to be able to merge the two would be a quicker solution instead of find and recode.

    30 votes

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  10. Unscheduled payruns - the ability to not include pending leave. When processing bonuses etc, Xero automatically puts in the up coming leave even though it is not appropriate to be included in this unscheduled payrun and should be in the standard payrun. Because we pay monthly this only exacerbates the situation. To have the option to not include the leave in that payrun would help with this.

    30 votes

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     ·  9 comments  ·  Payroll  ·  Admin →
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  11. It would be great to have the ability to copy a contact in order to create a new one We often have the same agent representing various clients, and creating a new contact for each one is cumbersome. The option to copy an existing contact (making changes to the name or account number but keeping the address, bank details etc) would be extremely useful.

    30 votes

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  12. The witholding variation should be on top of the existing PAYG calculation not overrides it, as it currently does. If an employee completes a MyGov employee Tax Form and notes they want an additional % amount variation withheld - it should be on top of their existing PAYG tax, not instead of it. There is no other option to put in a percentage amount in XERO.

    Or allow the upward variation amount to be a percentage amount - not just a fixed amount.

    The screenshot attached shows this employee should be paying tax on the full amount (no threshold claimed)…

    30 votes

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     ·  14 comments  ·  Payroll  ·  Admin →
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  13. It would be a time saver if copies of outstanding invoices were attached when emailing customer statements

    30 votes

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    HI team, while it's not possible to include links to all outstanding invoices when sending a statement I did want to make sure you're aware of the option to include a link to Outstanding bills when emailing an invoice to customer. 

    From this link your customer will be able to see a total and the individual invoices they have outstanding to pay with you - more on this here 

  14. We need to give a user the 'Invoice only (sales)' permissions but do not want them to view invoices created by other users or ANY sales figures such as 'total awaiting payment' or 'total overdue'.

    It would be incredibly useful to have tick box options for main permissions when setting up a new Invoice Only user. These permissions should include:
    - View sales totals
    - Approve invoices
    - View invoices created by other users
    - View Invoices awaiting payment tab

    30 votes

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  15. Projects - ability to use tracking categories when using the project reporting. At present when project data is entered into xero there is no report that can be filtered using tracking categories

    30 votes

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  16. Ability to give payroll admins only permission to staff.

    Purpose: To make the staff have fully access to Payroll but not other parts of Xero.

    30 votes

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  17. Option to sort customers/suppliers by their surname.

    Purpose: This feature will make it easier for users to find their contacts in Xero.

    30 votes

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  18. To show a negative number in customer balance, when customers have a prepayment.

    Purpose: To make users easier to see any prepayments that were made by their contact in Xero.

    30 votes

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  19. To have the option to export BACS file type.

    Purpose: To get BACS file type, so customer can import it directly to bank system

    30 votes

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    Hi everyone, appreciate this idea has been in a state of Under review fro some time. While it was something our teams we're looking into, this work has had to be put down with other priorities that have transcended. 

    For now, we'll shift back to 'submitted' where we can continue to track appetite. We'll be sure to let you know if there's any change in this space. Thanks 

  20. Ability to automatically create a sequential numbering.

    Purpose: To make filing invoices quicker.

    30 votes

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