4896 results found
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AU Payroll - Calculate termination pay pro rata
Currently if termination date falls in the middle of a pay cycle, the final pay run will not calculate the staff pay pro rata and therefore payroll admin has to manually update the payslip. Please include this feature so Xero constructs the payslip taking into consideration the termination date whilst still using the employee card details (rates, deductions etc etc).
22 votes -
Inventory - Use a margin from the Cost price to calculate Sale Price
It would be good to be able to set a mark up margin for loaded products and services. This way when our cost goes up we could just alter the cost price and it would automatically adjust the sale price rather than us having to work it out for every item and load it manually.
22 votes -
User access - Different access levels for Payroll Admin users
I would like the option of creating separate pay runs and allowing certain individuals access to each. This would help when doing management and senior staff payroll so payroll admin can't access the information of the senior management team. I think the access rights in Xero need to be a bit more flexible as it seems an all or nothing system at the moment. Other accounting packages do have more flexibility with access rights and I think this lets Xero down.
22 votes -
Invoices - Bulk upload payments on invoices
we should be able to do a csv bulk upload for receiving payments on invoices. the filed highlighted in yellow should be in a csv file, other fields such as invoice number or ref can be added. we do bulk upload and the invoice automatically updates with the payments.
22 votes -
Multi Currency - Exchange Rate Import and Export
Please look into the idea for Importing and Exporting exchange rate from Xero for the ease of update if default XE Rate is not used by the organisation and the export function to generate exchange rates used for the period.
22 votes -
Project - Multiple contacts
Multiple contacts on a Project. Projects can currenlty only be built and linked to 1 contact at a time. However. in terms of training and events where there could be multiple contacts linked this is an issue. If Xero could add the option for multiple contacts this would be great. It would save all my issues in terms of tracking a job.
22 votesHi Megan, when your talk about the training and events could you explain a bit more of your business flow when using Projects?
Atm, you can create bills and invoices for different contacts and associated these transactions with a single project.
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AU Payroll - Approve leave request from email
Approve employee leave requests directly from notification email.
As a Leave Approver, I want to be approve or reject leave applications directly from the notification email so that I don't have to continually login.
22 votes -
Quote - Copy Project through to Invoice created from a Projects quote
When creating an Invoice from a quote within Projects, the newly created invoice does not retain any connection to the Project that the quote is linked to. This is very annoying and time-consuming - as the only way to then link the Invoice to the Project is to manually select and assign every individual line item, one by one and map them against the project. Surely this is an easy fix to keep an Invoice linked to a project as the quote was? Why would you disassociate an invoice from a project that it directly relates to??
22 votes -
Batch Payments - Include Line separators in CSV export
I would like to export batch payments but instead of a summed up amount for a supplier I would like to have separated invoice line items.
Eg, 5 invoices for OF should result in 5 lines on the CSV import for the bank instead of 1 line with the total.
22 votes -
VAT Reconciliation Report - Auto-populate and drill down into figures
An updated, functional VAT reconciliation report.
The existing VAT reconciliation report isn't particularly useful. It has to be populated manually and the figures that do populate automatically can't be drilled down into. Not helpful.
VAT reconciliation aren't really a problem for us as we can use the Detailed Account Transactions report to identify the transactions posted directly to the VAT account i.e. transactions that have a category of VAT, whether it be a VAT payment, VAT on imports or just simply a miscoding by the client. Essentially it highlights those transactions that will affect the VAT ledger balance but won't…
22 votes -
UK CIS - Audit history of emails sent out from CIS Contractor
It would be really useful to be able to view the email content/date/time/recipient, etc of the emails sent to CIS Subcontractors when we send the monthly CIS Statements via Xero to them.
22 votes -
Gocardless - Subscription template integration for reoccurring payments
Allow us to select 'reoccurring payment' in a repeating invoice for Gocardless in Xero.
When Xero generates a repeating invoice that is setup for auto collection from Gocardless, it is classed as a new payment each time and sends the Gocardless customer an email everytime.
In Gocardless when subscriptions were done through its own systems, they were classed as reoccurring payments and therefore as per BACS rules, the customer does not need to be informed everytime payment is taken.
We have over 400 monthly payments and growing, we can't keep emailing customers everytime we take their approved monthly payment, it…
22 votes -
Quotes - Ability to request signature
Instead of having the client simply click on "Accept" quote, they should be prompted to actually digitally sign the quote. If there is for example two people as the contact, then both of these owners need to sign the quote for it to be accepted.
22 votesThanks for the idea, Pilar. It'll be good to get sense of the appetite for this here.
While this isn't something we have planned at present, perhaps you could make use of an advanced branding template and specifying the need for a signature via the Quotes terms and conditions?
We have a discussion around customising with docx. templates where others in community often help one another - you're welcome to join
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New invoicing - Ability to add Account Code within the invoice
It would be helpful and efficient to be able to make or add an account code straight from the "account code" dropdown in the bill/invoice/journal without needing to go to chart of accounts to make a new one. Currently, users still need to go to the chart and then go back to the bill/invoice/journal but since this refreshes the page, it erases all the data already filled up in the invoice.
22 votesHi team, I'm pleased to share that we are moving this idea to In development. We know ease of being able to create new accounts while you invoice is useful to our customers and our team have a focus on this.
I'll be back to share when this is ready and shipped to you all 🙂
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Project reports - View estimated profit based on quotes
We need to know Potential Gross Profit when Quoting ( Obviously ! ).
Potential Gross Profit = Estimated Charge minus Estimated Cost.I understand that Project Details reports and Project Summary reports require Time Spent to be entered or an Invoice to be generated before Gross Profit can be shown.
But for Quotes we do not wish to generate an Invoice or record Time Spent, because a Quote is not a Project until it is awarded/won and does not require an Invoice until the Project is complete.
Please can we have the capability to look at Potential Gross Profit equals…
22 votes -
Xero Analytics | Short-term cash flows - Add tax payments
It would be very useful if the cashflow report could intelligently add VAT payments to Cashflow automatically.
For example when a VAT return if filed, automatically add the payment amount and date to the report, learning as it does with repeating outgoings what the date might be - if you're paying by DD this is pretty predictable.
As invoices are generated (payable and receivable) the report already picks up the amount of VAT payable to HMRC and it would not be a stretch to calculate what is due back on purchases, or to use the known VAT reporting date to…
22 votes -
Invoice Branding - Increase limit from 15 Custom DOCX themes
There is no reason to have a limit of 15 Custom DOCX Branding Themes (when those are needed to be used as RCTI). Organisations that issue RCTI do so for many clients so why limit it.
22 votesHi community we appreciate your feedback on the limitations of branding within Xero right now. While we are looking into improvements to branding and simplifying how customers customise their invoices, we don't have any plans at this stage to increase the # of branding templates that can be set up in the short term.
In consideration of those in the discussion who's workflow consists of creation of recipient created tax invoice, Xero does not currently have a feature to directly support these transaction types, however we have an idea specifically for this that you may be interested in adding your support to. This is not something we have plans for right now, but we are watching the feedback for this and will share if there's any updates, there.
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AU Payroll - Allow non employees to submit timesheets through web and Xero Me
Create timesheet availability to Contractors set up in Xero payroll as Non employee.
Currently this is only available to employees.Require the ability to process timesheets to pay Subcontractors for hours worked on site so Super is taken into account but PAYG is not applicable.
Currently not available to STP2 category Contractor 'Non Employees'22 votes -
UK Payroll: Record send dates of pension eligibility letters
The Pensions Act 2008 requires all employers to enrol their eligible employees into an auto-enrolment compliant qualifying workplace pension scheme, if they are not already in one, and pay specified minimum contributions. At the moment there is no way to check if and when the letter was sent to the employer. As this is a point on our audit checklist for all our clients would it be possible to add a field showing the date when the letter was sent out to an employee or ideally add it to a pension report.
22 votes -
Xero Files - Ability to restore deleted files
A 'Deleted' folder in Files that captures deleted files.
Once I have uploaded a receipt to the files folder, I always dispose of the original.
If you accidentally attach it too, and then delete it from the transaction, it is gone forever. You have no ability to reload it from the files folder.
The original uploaded file is gone, so you have to source another copy of the receipt from the supplier.
Surely this deleted uploaded file has gone somewhere?
Can we have it directed to a folder?
22 votes
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