4685 results found
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AU Payroll - Full data import for Employees
Enable full data import from external data source (say CSV) for all emplolyee data not just basic data. That would allow organisations with more staff to easily migrate to XERO without having to manually re-enter significant volumes of data.
15 votes -
Bills - Apply contact defaults when sending bills to Xero (e-invoice, 3rd party etc.)
Populate Contact Purchase Defaults when Bills arrive as e-invoice or from 3rd party app.
As a bookkeeper I was so looking forward to promoting and using e-invoicing, but unfortunately it's not going to work for me (and many of my clients). This is because we often have invoices with A LOT of line items which are brought into Xero just as a total with one line only. However, if we receive an e-invoice all the individual lines would come into Xero and then we are faced with having to click through every individual line to populate the default purchase GL…
15 votesThanks for your support here, everyone. Appreciate there is some interest in this from people emailing bills to their organisation, or importing via a 3rd party application.
We wanted to share a recent change we've made for those using eInvoicing - invoices received via Xero's eInvoicing will apply Contact defaults (such as a set default 'Purchase account) when creating the invoice in Xero. 😁
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NZ Payroll - 63 day holiday report
This is required at year end. Annual leave owing at balance date but paid within 63 days after balance date is tax deductible in that balance date year.
15 votesAppreciate you starting an idea, Paula. It really helps if we can share detail of how or when this idea would help your business.
Come back to let us know 🙂
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Payroll reports | Timesheets - Export with Start/End & Notes
with the new functionality of adding start end times and notes, we are not able to print or download this data in any reporting. the only way we can SEE this info is in the individual timesheet by person.
If you can update the report to include all information that would be useful as the current process is only half done.15 votes -
Reporting - Switch layout between left-right and right-left
When you download a P&L / BS report (whether old or new templates), and include comparative periods, there should be an option to choose left to right, or right to left. If i have downloading for Jul-22, with 12 months of comparatives, i want the oldest month to be on the left, and Jul-22 to be all the way to the right. That is typically how all excel financial models are built, and the basis of these models is historical financials.
15 votes -
Fixed Assets - Negative fixed asset
Fixed Assets - ability to have a negative fixed asset for when an asset has devalued and the revaluation is therefore negative.
15 votes -
Lock Dates - Allocate Overpayments to Bills before a Lock Date
when doing allocation between an overpayment and a bill, if the invoice is dated within a locked period you are unable to do the allocation, it would be good if you could just do the allocation without having to open the period.
15 votes -
Invoicing - Choose which columns to show on the Invoices screens
It would be great to be able to choose which headings are visible on the default invoices view. There are some customisable reports which allow you to run a report with your preferred view. But for others such as repeating invoices there are no options.
Our company has different teams, so for these it would be good to customise the column headers, to show the contact groups the client belongs to. This would allow us to forecast what upcoming invoices are due for each team, so that they can allocate resources accordingly.
Ideally the following would be helpful
1) the…15 votes -
Permissions - Individual access to products & services
I could do with being able to give the product's and services feature to low level users
15 votes -
Projects - Report based on employee projects
Projects - Would be terrific if we could produce a report based on employee projects, for example to be able to see what staff currently have on, the $$ they have quoted for a period of time etc.
15 votes -
Contacts - Set default settings when adding new contacts
Have the ability to set default settings for every new Contact you add to Xero.
Our default tax will always be Tax Exclusive for example. We should be able to set this as the default to all new contacts added, as well as:
Default account
Currency
Invoice Theme
Invoices Due DateCheers
15 votes -
Reconciliation | Find & Match - Payruns and superannuation payments
The purpose of this development would be to add the wages payable & superannuation payable entries to the Match, Find & Select menu. This would allow you to see the payrun for the week or superannuation processed by the program and match as appropriate.
The purpose of this development would be to allow users to see the payment and the actual information processed in Xero and potentially correct issues (e.g. reduce potential underpayment of superannuation/wages at point of reconciliation instead of months later).
15 votes -
Reconciliation - Notify users when there are new entries in Discuss tab
the discussion tab in bank reconciliation is a wonderful tool to communicate issues encountered in doing bank reconciliations. What would make it better would be if there is an option to notify specific users when a new entry or response has been entered in the tab. This would increase productivity for service providers and allow their clients to respond quicker to queries from their service provider
15 votes -
Projects - view time entries by task
It would be useful to see a breakdown of the time assigned to each task within a project, rather than just a list of the time entries in date order. Seeing the overall time on the task page is useful, but being able to delve into that would be more useful.
15 votes -
VAT - Ability to sort, filter and search from within tax rate or tax box
VAT - Ability to sort, filter and search what is in each tax box or tax rate when reviewing a tax return. This will help when reviewing a return before submitting.
15 votesHey community, thanks for your interest and feedback on this idea 💡
Did you know that the transaction reports on the VAT return can be exported to Excel format where these can then be sorted/searched and filtered to help review the transactions?
We don’t have any near term plans to expand functionality to develop the ability to sort, filter and search within the tax rate box of the VAT return. If anything changes in the future, we’ll update you on this idea! 📢
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MTD VAT - Ability to review without connecting to HMRC
Enable users to view a MTD VAT return without requiring a connection to HMRC.
Purpose: Often people who do not have the HMRC gateway details/ability to submit the return via MTD VAT need to review it or answer queries about it before the gateway holder submits it
15 votesThanks for your inputs, everyone. While we appreciate the interest around being able to view MTD VAT without needing to connect to the HMRC, this is not something that our team are looking to change at present. Xero currently requires a connection to HMRC to draw the period of the MTD VAT.
We'll keep a close eye on the appetite for this here, but for now we wanted to highlight options.
Currently, a client could export the MTD return and send it through to their advisor for review.
Alternatively, advisors can use the Non MTD VAT return to help them with the review process - This can be run and exported regardless of MTD credentials.- The return should be a mirror image of the MTD VAT return (unless adjustments / imports have been made to the MTD version) that'll also include any late claims for the period.
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New Invoicing | Tracking - don't override with contact default when copying invoice
Kelly, the procedure to copy an invoice was improved, but it is still erroneous. We have tracking category (department) recorded in customer's settings. But for some customers we issue invoices with the other department tracking category.
New invoicing does not copy that "other" category. When the invoice is copied, all customer's default settings applied to it. In my particular case, it is wrong. I do not want customer's default tracking category; I want a copy of the INVOICE with the correct tracking category. In short, the new invoice is to be an EXACT copy.
Classic invoicing did not have this…
14 votes -
Lock Dates - Allow old bills/invoices to fall into current accounting period
Once you close a period, pulled all the accounts and happy with the financial position, you close the period to stop posting to that period. But when you receive a old supplier invoice, which has been accrued in, Xero does not allow you to post the invoice without re-opening the period date. This means, you either reverse your accrual journal to post the older invoice, changing the financial position or manully altering the invoice date, to post it into current period. Increases workload and hassle. It also means your supplier account does not mirror with their accounts with dates. Xero…
14 votes -
Chart of Accounts - Increase "Bank Account Number" Limit
Chart of Accounts - Increase "Bank Account Number" Limit
Currently the account number is limited to 20 characters.
A International Bank Account Number (IBAN) is the standard for bank account numbers in Europe. I can be as much as 34 characters long.
Please extend the length of the Bank Account Number to 34 characters.
14 votes -
UK Payroll - Track the table based DEA Deductions
There is currently an option for a DEA to be table based when setting it up, however this doesn't do any of the calculations for the DEA. Instead, they need to be calculated manually & entered as a fixed amount. There is also no way of keeping track of the amounts deducted until the total has been paid within Xero, this also has to be done manually. This can especially be difficult if the employee's pay varies each period.
14 votes
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