4681 results found
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UK payroll - Turn off automatic journal posting for payroll
As the automatic journal for payroll is not able to be viewed before posting to accounts, we should have the option to turn off automatic journals. Currently, we have to post, then go back and do another journal to split out ER NI & Pension for different departments. This system is so unflexible.
17 votes -
AU Payroll - Workers compensation
Workers Comp pay item leave accrual idea.
There is an option to "Accrue Leave for this Earnings Rate" when setting up the WC pay item.What would be good is the option to accrue for AL or PL separately as this alters according to state law eg in WA, AL is accrued but not PL on WC payments.
17 votes -
Invoicing - Adding Direct Debit tab to columns in Awaiting Payment
It would be really useful to be able to have a column in the 'awaiting payment' section where you can mark the group (i.e. Direct Debit) so when you're setting up Telleroo payments / batch payments, you can easily see which one's are Direct Debit suppliers without either running a payables report or clicking into the supplier to see which group they belong to
17 votes -
NZ GST - Zero rated GST for asset accounts
At the moment Zero Rated GST can only be applied to Revenue items on the Chart of Accounts. When we deal with a property sale between GST registsred parties, the sale is also zero rated for GST purposes. We need the option to apply the 0% GST rate to asset codes as well as revenue codes. At the moment, we have to do a manual workaround.
17 votes -
Receipts - Generate receipts without creating invoice
There should be a generate receipt option without having to create invoice first. This receipt should continue running numbers as invoiced.
17 votes -
Lock dates for time entries in xero projects
We're currently using xero projects a lot and something that happens fairly regularly is staff posting time entries into finalised periods. I.e. we have run reports and finalised an accounting period and then there have been later changes in those periods in xero projects. It would be good to be able to lock periods in xero projects as we do with financial informtation in xero.
17 votes -
AU Payroll - Automatically calculate pro-rata salary based on employee's starting date
New Employee start date is part way through a pay week. The New pay run does not recognise the start day and calculates an entire weeks pay.
This requires manual calculation and double check if the pay run has been recalculated. Open to errors and over payment17 votes -
Timesheets AU - Allow employee's to add notes in 'Total hours worked' earning rate
Inside Xero Me, when you set your Timesheet type to "Start and end times" you can add notes for working days.
It would be great if we could add notes when we have our Timesheet type set to "Total hours worked".
As an employee, not being able to add a note & select an earning type is inconvenient and can cause confusion which leads to slower timesheet approvals
17 votes -
Reports - Show invoice number in GST F5 Return
When running the Transactions by box number tab of the GST F5 Return, the Invoice Number will not be shown if we have already entered a reference on the invoice.
If there is no reference entered, Xero will then show the Invoice Number under the 'Reference' column instead. Screenshot attached.
This makes it difficult to do checking as most users do use the reference when creating invoice but showing the reference usually does not have much significance to the accountant/bookkeeper who is doing the checks for GST submission.
We do hope that the Invoice Number column can also be shown…
17 votes -
Debit Notes - Add a feature for Debit Notes issued by the supplier
To request with Xero to add in Debit Note feature, which it is issued by buyer/ purchaser to the seller where under this circumstance a debit note is given by the buyer/purchaser to the seller to reduce the total value of the bills/invoices.
Currently, only supplier can issue credit note, but as buyer in Xero can't really generate debit note if encounter return of stock/reduce total value of purchase invoices & etc
17 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??
17 votes -
Reporting - Options for Font colour & type
Ability to change Fonts in reports. Each firm is unique, and have ways to express themselves. We have always used a particular font for all our correspondance.
The XERO reports look the same for every firm. Adding the options for fonts, size, colour will allow firms to be slightly different.17 votes -
Contacts - Sort by Contact account number
Sort 'customer or supplier' list by account number from the drop down menu, (not the same as the search function).
The account number field is a unique identifier to any customer or supplier record. Having this function should be a necessity as it is with most other software.
In many cases the account number field is overlooked in Xero from the users point of view, yet it underpins the whole database for many people and connecting software/apps.
In the same vein, the 'date added' drop down, which could be argued as being able to achieve a similar result, in my…17 votes -
AU Payroll: Control default 'Timesheet type' for employees
Set the default time method for timesheets.
Allow the payroll admin to set the default method for all employees to capture the timesheet details. EG set all employees to use only the time in and time out method not the hours method.
17 votes -
Files - Drag & drop a file to attach to a transaction
Just like the "Drop or click to upload files" area below this text box, I'd like an area within each transaction that I can use to upload an invoice or receipt. Rather than clicking the add document button and searching through the file hierarchy.
17 votes -
AU Payroll - Tax commissions paid using regular tax table
This is not an idea; it is a requirement, Xero.
At present, all pay types classified as commissions are being taxed as follows: "The method for Schedule 5 in Xero, calculates the PAYG withholding amount by averaging all additional payments made in the current financial year, over the number of pay periods in a financial year, and applying that to the average total earnings to date".If commissions are paid every month, they should not be taxed in this manner, as per this ATO web page which says "Do not use this schedule for payments for a single pay period".
…
17 votes -
Quotes: Hide line item cost
When we create quotes we do not want the individual cost to be sent to the client as we may increase or decrease price depending on actual needs. Therefore I would like to send a quote with all the products/services itemized but not individual cost just a TOTAL?
17 votes -
UK Payroll - Employee salary reports
In order to review salaries, it would be extrememly helpful to be able to generate a report with employee names and annual salaries
17 votes -
History and Notes - Filter by action
Filter history and notes by Action and display sales invoice number. Enable the report to export the to Google Sheets/Excel.
17 votesFor filter by action - would you be after similar to the idea here where you could filter by the date a change was made?
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UK Payroll - Show HMRC PAYE bill on awaiting payment screen
Payroll Bill
When submitting VAT Xero now allows you to create a bill that sits on the AP pending payment. Is it possible to have a bill create for Payroll taxes linked to payroll accounts and sits on AP pending payment? This will keep the debt much more visible for companies and make reconciling much cleaner.
Thanks17 votes
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