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4706 results found

  1. 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

    15 votes
    submitted  ·  2 comments  ·  Business features  ·  Admin →
    How important is this to you?

  2. Fixed Assets - Automatically update depreciation start date when changing year end dates

    It would be great if Xero dealt with changing balance dates more efficiently. If the balance date changes it should be able to automatically calculate the opening book value, then calculate the depreciation for the new financial year end as per usual. Currently its very manual and time consuming as it reverses all journals posted since you started using Xeros fixed asset feature. Very odd and very frustrating!

    15 votes
    7 comments  ·  Accounting features  ·  Admin →
    How important is this to you?
    working on it  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi all, we wanted to round back here to share for those in the UK that we've now added the ability for you to create a short transition period (between 1 month and 12 months long) when changing the Financial Year End date.  

    To recap for anyone new coming across the idea - Aligning with the UK basis period reforms we've made a change to Financial settings so you can add start and end dates to different periods. This change impacts multiple areas of Xero.   

    • Fixed assets will draw on this information, to prevent any loss of historic information when your year end changes. Everything will automatically be calculated for you based on the period start and end dates you set in Financial Settings.  
    • The same applies in Reporting. All historic reports will be protected. And you’ll have accurate comparison periods even across varied financial years.  
    • In Xero Tax,…

  3. Xero Me - Payroll Authorisers to NOT include advisers

    Please adjust the Leave Authorisers in Xero Me to be the employees in the business with Payroll Admin &/or the Authority to Approve Leave.
    Currently all user with PAyroll Admin are available for selection - which includes ALL advisors.
    As an accountant - we are having to revoke our access to a client's payroll to ensure that the staff in the client's business cannot select the accountant's staff members to approve their leave.

    15 votes
    submitted  ·  8 comments  ·  Payroll  ·  Admin →
    How important is this to you?

  4. 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
    submitted  ·  6 comments  ·  Payroll  ·  Admin →
    How important is this to you?

  5. 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 votes
    8 comments  ·  Business features  ·  Admin →
    How important is this to you?
    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks 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. 😁

  6. 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 votes
    2 comments  ·  Payroll  ·  Admin →
    How important is this to you?

  7. 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
    submitted  ·  3 comments  ·  Payroll  ·  Admin →
    How important is this to you?

  8. 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
    submitted  ·  2 comments  ·  Accounting features  ·  Admin →
    How important is this to you?

  9. 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
    submitted  ·  3 comments  ·  Accounting features  ·  Admin →
    How important is this to you?

  10. 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
    submitted  ·  4 comments  ·  Business features  ·  Admin →
    How important is this to you?

  11. Westpac Foreign Currency Feeds (AU)

    Ability to set up bank feeds for foreign currency Westpac accounts. For those that bank with Westpac in Australia

    15 votes
    submitted  ·  5 comments  ·  Accounting features  ·  Admin →
    How important is this to you?

  12. 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
    submitted  ·  7 comments  ·  Business features  ·  Admin →
    How important is this to you?

  13. AU Payroll - Annual salary display to including additional earnings rates

    Including additional earnings rates in the annual salary display. At the moment it only includes ordinary hours and has confused some of our emplyees.

    15 votes
    submitted  ·  10 comments  ·  Payroll  ·  Admin →
    How important is this to you?

  14. 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
    6 comments  ·  Business features  ·  Admin →
    How important is this to you?

  15. 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
    submitted  ·  5 comments  ·  Business features  ·  Admin →
    How important is this to you?

  16. 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 Date

    Cheers

    15 votes
    submitted  ·  2 comments  ·  Contacts & communication  ·  Admin →
    How important is this to you?

  17. 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
    submitted  ·  3 comments  ·  Business features  ·  Admin →
    How important is this to you?

  18. 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
    submitted  ·  6 comments  ·  Accounting features  ·  Admin →
    How important is this to you?

  19. 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
    submitted  ·  2 comments  ·  Business features  ·  Admin →
    How important is this to you?

  20. 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 votes
    4 comments  ·  Accounting features  ·  Admin →
    How important is this to you?
    submitted  ·  AdminHannah G (Admin, Xero) responded

    Hey 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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