4897 results found
-
AU Payroll - Code leave to account other than Salary and Wages
It would be great if we could code annual leave to another account code other than salary and wages. Currently we manually journal these costs to another account in the ledger to separate them. This helps with reporting wages like for like.
Thanks :-)23 votes -
Projects | Bills assigned to a Project - Filter and search options
Feedback - Projects: Reporting - Bills assigned to a Project
This is providing feedback on the new feature released in response to
Unfortunately, the issue has been closed for comments - which seems strange as this feature release is clearly a start and not the end of the road for this topic.
My feedback: Thanks for shipping this new feature. It is a good start, but only a start.
Most businesses have a large number of suppliers (& bills) that are overheads related and not project related. As such, these need to be omitted from the view to useful…
23 votesThanks Daniel, and really appreciate your feedback in relation to the recent release and update of the idea you've linked - Feedback you share on our Status updates also get back to the teams involved so they've received your comments there too!
Not meaning to cut the curb the conversation, but we do sometimes need to make tough decisions of when to change the status of an idea.
It's great to get a fresh sense and understanding of interest in further improvements to this feature that our Projects product team can consider development for.
I've slightly amended the title of your idea to reflect the abilities to search and filter within this view and it's really good to have this detail from you of the specific fields and ways in which you'd make use of this change.
We'll begin feeling out the community interest on the idea here, and can…
-
Dashboard - Awaiting Approval in Bills Section
Add a line item/total for 'Awaiting approval' to the 'Bills you need to pay' section of the Dashboard.
23 votes -
UK Payroll: Option to have regular earnings as days instead of hours
Please can we have the option in Regular earnings to have pay items that can be setup with day units and not hours so taht it shows on payslip as number of days x rate.
Thank you.
23 votes -
Xero Expenses - Customise the bill reference field
Expenses module: We want the ability to customise the Expenses Claim Reference.
All expenses under the Reference are set as "Expense Claims," which makes it impossible to search specific claims/events or others. Can this not be customised within the expenses Module ?
The recommendation from Xero is to revert to manual expenses, which defeats the objective of paying for the Expenses module. Any chance this can be added or will we need to remove the feature as there is no point paying for something we need to do manually?
23 votes -
Reporting | Groups - Option to sort in alphabetical order
In the old reports, once the account was added to a subgroup, the account code would automatically be in alphabetical order. However, this is manual for the new reporting.
A good function would be to automate this in the new reports as well (per the old reports) rather than dragging and dropping manually.
23 votes -
Expense report - Ability to export with attached files
I need the ability to be able to print an expense report to provide to a client that includes all of the supporting documentation. All of the receipts are captured via Xero Expenses app but I can't print a report that includes them. To provide that information to my client...I had to screen shot every receipt and them insert them into a Word document. This isn't a workable solution. Please add this report.
23 votes -
Xero Subscriptions - Split PDF invoices by client (not subscription type)
It would be great if Xero can change the PDF format of partner monthly subscription invoices by customer rather than subscription type.
This way the PDF can be forwarded to our Xero Blue practice file as a draft bill and hopefully the AI will extract each customer subscription as a separate line item within the bill so we an easily assign each line as an expense to each individual client.
Then the billable expenses will come through correctly when we raise sales invoices in XPM that integrate with our Xero Blue practice file as a draft invoice.
Currently only the…
23 votes -
UK Payroll: Report on employee age
With ever changing minimum wage requirements (UK only) which are based on an employees age it would be useful to be able to have a 'one pager' report that lists the employee name and the current age. Their age is data which is already in Xero as part of the employee profile. A report would be useful to help payroll staff check who needs to move onto new wages / salaries based on age groups.
23 votes -
User Role: Ability for standard users to have access to Uncoded Statement Lines
I would like to recommend that standard access users be able to access a very handy "uncoded statement transaction report" that at this point is only available to the advisers role (usually accountants). I am told for advisers it appears on the front page of bank reconciliation. If it wasn't for chatting to an accountant one day about typing out lists to my clients I wouldn't know about it. I guess you don't know what you don't know. This is an extremely helpful tool when trying to send lists to bookkeeping clients / business partners or employee's when you are…
23 votes -
Xero and Shopify inventory integration -Direct link for live stock levels
Would be great if you could link cirectly to the live stock levels inside Shopify so if I generate an invoice and sale from Xero then the stock level reduces and adjust accordingly. There does not seem to be functionality that does this currently.
23 votes -
Xero Expenses - Notification for declined expense
send notifications for declined expenses (Xero Expenses). the only notification send is for approve expenses but not for declined expenses
23 votesHi community, returning to share an update on the work we had done here - Though our product team started releasing updates to the notifications we quickly found that this meant some users began receiving a lot more notifications, and we've made the tough decision to switch these back off.
In time our team would like to create controls so users can set notification preferences. However, this will require considerable work and not something we commit to right now.
We're going to shift the idea back to Accepted and soon as we can pick this up again I'll make sure to share an update here.
-
User Role: More options for access rights
More granular level for user access rights
I have seen lots of ideas around this same topic but worded slightly differently.
Essentially, the access rights are far too high level causing users to have access to tasks and rights to delete, approve when they shouldn't
23 votesAppreciate your looking through the forums and existing ideas, Tracy.
Although it might seem quite specific it does help to have detail of the specific permission sets and what is missing in the existing roles shared for each idea, and get a sense of the users that are interested in these differing permissions.
As you can likely imagine, with the number of features and different roles & responsibilities staff may have across businesses a matrices of options for every single permissions across every feature in Xero would be quite complex and cumbersome when trying to assign what a user can or can't do in your organisation.
While we don't have direct plans for this level of incremental control, our product teams are definitely interested to consider the makeup of permissions within a given area or feature of Xero. I'd urge you and others here to add your support to…
-
Sales Invoices - Reference field for each line item
It would be great if the Reference field was moved to the body of the sales invoice so that you could add item line referencing with the option to enable the referencing to print on the sales invoice.
For example, a plumbing business completes work for a customer that has multiple rental properties. If the reference field was in the body of the sales invoice, they could add the applicable property address here so that they and the customer could differentiate what work was completed at each property for the invoiced period.
Currently, you would have to invoice separately for…
23 votes -
AU Payroll - Set a percentage on an employees bank account
Give the ability to set a percentage (i.e) 50% on an employees bank account when paying across more than one bank.
I have an employee who always splits her pay equally between 2 bank accounts, however she is a commission paid rep and therefore each pay amount is different. So the current function is no use to me- which allows a $$ amount to be set only. This is fine for set salaried employees but not for commissioned sales reps.
MYOB had a function where you could set a percentage on how much went to bank account 1, and therefore…23 votes -
CIS - Breakdown on CIS Suffered Report
It would be a massive help if you could click on the figures on the CIS suffered report to see which customer invoices make up the report figures. Clients often ask me which invoices are included and I have to manually work out where the figures come from
23 votesHi all, wanted to share a workaround here for those who aren't already aware.
You can run the Account Transactions report on a cash basis and if you filter it by the CIS Labour Income or CIS Asset account, you can see the invoices which have been included in the CIS Suffered report.
We don’t have any plans in the near term to expand functionality on the CIS Suffered report. If anything changes in this space, we’ll update you on this idea!
-
Reporting - Change ordering of Account Type on Trial Balance when grouped
Can you please add a profit and loss formula / row in the trial balance report or create a new trial balance report that includes the profit or loss for each selected period.
23 votes -
Xero Mail - Add email signature with company logos to sent emails
Ability to add email signature with company logos to all emails sent to clients.
23 votes -
Repeating Invoices - Widen the display Column
In Repeating Transactions, you have a column width for Reference which is fairly decent, but then the data in that is truncated to the extreme. It takes up less than half the column width??????
Has it not occurred to your programmers to use the full width of the column and only suffix with ... if it still proves too small to display all the data23 votes -
Invoice - Ability to move "Pay Now" button to custom part of email body
Invoice - Ability to move "Pay Now" button to custom part of email body.
Currently as first part of email, "PAY NOW £***" is displayed in the message preview in quite a confronting manner. Ability to move it to any part of the email body would make our organisation seem friendlier.
23 votes
.png){kind=link}
- Don't see your idea?