4833 results found
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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.
18 votes -
Timesheet - Link the Pay Templates from the Individual directly to their Timesheet
Link the data already on file in the Pay Templates directly to the Employees Time sheet. Or at least remove the ability for Employees to view ALL pay items on their time sheet. This creates friction among Employees and angst re different levels that they may not be on. Despite the fact they can't see a dollar amount. Even if I need to create a new Time Sheet Template as long as ALL pay item are hidden on the time sheet from the Employee point of view. Seems an easy fix. get it done please.
18 votes -
AU Payroll - Reportable W1 for new pay items in Australia
When adding new Pay Items in Australia, Reportable as W1 should be ticked as a ticked as the default as the vast majority of Pay Items in Australia are Reportable under W1.
Every time the award changes and we import pay items from Deputy, the new items have Reportable as W1 turned off and we have to manually change them.
Changing the Xero default may or may not fix that problem but it should be the default nonetheless.
18 votes -
Contacts - date added /opened to be included in the contacts report
When trying to identify how many new contacts have been added in a certain period it is impossible without pulling months of billing and sorting by client name. Also would be great for marketing to know about Client anniversaries.
Simply by adding a field for the date added when setting up the record would be ideal, it could then be shown on the exported contacts report.
18 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…18 votes -
AU Payroll - Ability to send Leave taken to a balance sheet
As per this post 3 years ago I have the same challenge.
https://central.xero.com/s/question/0D51N00004DBrgFSAT/annual-leave-ledger-code-setup-in-payroll
Can Australia be configured the same as NZ by having ability to send Leave taken to a balance sheet leave liability account?
18 votes -
Reporting - View payment reference and date paid
Reporting - to run a report that can show payment information (eg. paid date) and reference/item information.
A report under cash basis does not show the reference that I put on the invoice reference or the item information chosen in the invoice, it is really hard to search receivable payment based on the information I need (PFA).
A xero support specialist explained that because there is no reference on the payment, I can only search by Contact name or invoice number. But, when we do reconciliations to match the bank received with the invoice, there is nowhere to add an…18 votes -
Bank Reconciliation - Show Total of selected transactions
When manually reconciling a bank clearing account, you have to manually add up the credits that you have ticked to make sure that they add up to the debit that you are reconciling to.
It would be great if there was a figure showing the total of all items ticked.
It would work exactly the same as when preparing a batch payment in the Purchases module where the total of all bills ticked is shown at the top.
It would save SO MUCH time if we could have a similar total showing in the bank transactions screen - there can…18 votes -
UK Payroll - Be able to download payslips by employee group instead of one big batch of all employees
When you're in the pay run screen, you can only download ALL payslips as one PDF file. We need to be able to download payslips by employee group so they can be sent to the individual managers of the employee groups for review/approval.
18 votes -
Subscription - Have an itemised subscription invoice by Xero Organisation
Have an itemised subscription invoice by Xero Organisation, so that it is easy for us to on charge the costs to our clients.
18 votesHi everyone, while not completely solved, we've made a recent addition to the client export which now allows you to export the Subscriber Email. This should help provide a better view and filter your clients subscriptions through the export file.
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Sales Invoice - Automatically send invoices when they are raised
We would like to generate invoice data from our proprietry software which will be posted as authorised invoices and those invoices be automatically emailed to our customers.
18 votes -
Business Activity Statement - Add item 7A to track deferred GST
Ability to add item 7A to track deferred GST
Purpose: Because many organisations import goods and defer GST.
18 votesHi everyone, thanks for the idea and support here. We appreciate all the valuable feedback and ideas shared regarding adding item 7A to the Business Activity Statement.
We understand that the ability to easily track deferred GST is crucial to your workflows.
Currently 7A on the BAS is a manual field, which does not update the figures on 1B. To adjust for this, we recommended the following workaround:
- Enter the original purchase as BAS Excluded.
- Once you have the Customs Entry form N10, you're entitled to claim a GST credit. Create a Bill with the value of the Deferred GST showing on the N10. Code this to your GST account (820 in the default Chart of Accounts) using the tax rate GST on Imports so that it shows separately in the Transactions by BAS field report and gets reported under 1B. You'll still need to manually add the Deferred GST…
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Bills: Add contact - Enter full details from transaction
Ability to add all contact details needed when creating a contact from a bill
Purpose: Ease of use being able to create, and send invoices all within the transactions screen
18 votesHi everyone, currently our product team in the bills space are focused on the modernisation of Bills, upgrading technology.
Over the coming months you'll see some visual changes as we build and release these updates to Bills.
While entry of a Bill and contacts will come this is not the core focus atm. We'll move the idea here back to Submitted and will let you know when there's movement.
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Dashboard - Watchlist for Tracking categories
Ability to see tracking watchlist on the Xero dashboard.
Purpose: To save users’ time from clicking and going through multiple pages.
18 votesHi everyone, unfortunately while we started work that would impact this feature, this has had to be put on the back burner for now with a few other pieces of work taking priority. We'll shift back to submitted for now and be sure to update you of any movement surrounding the idea, here.
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Reconcile period - Ability to attach files
Being able to attach files to a reconcile period. This would be useful to easily reference supporting documents like the statement the period has been reconciled off.
17 votesHey team, thanks for raising the idea on the ability to attach files to a reconciled period. We appreciate the continued conversation and support for this idea. Our product team is currently looking into this, and we hope to have an update for you in the near future.
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
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AU Payroll - Naming Convention Payroll ABA
As I am an external accountant to several client, each with several pay-calendars across numerous entities, I would much appreciate if the ABA files (much like pdf reports) could be given a naming convention that ties the ABA clearly to entity, and pay-calendar when I screen through my downloads.
17 votes -
Invoicing - Create a Credit Note from a Paid invoice
We raise an invoice to a client.
They pay it.
Then for some reason, something changes.
We need to raise a credit note against that invoice!I know I can create a new one from scratch but I want the history with this particular invoice and all the other details that I have already typed into it.
What I DON'T want - is to delete the payment, create the credit note, delete the allocation of the credit to the invoice, then reapply the original payment.
It is not an option within Xero to 'copy to draft' and create a negative…
17 votesHi team, thank you for the detail in the flows you have when trading that create the need in being able to create a credit note from a paid invoice in Xero.
While this isn't a feature we have planned for development, it'll be good to keep tracking the interest from our community. We will share if there are any updates.
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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.
17 votes -
NZ GST return - Late claims, Publish & incognito mode
Not a new product idea by any means, just a request to put the GST return back the way it was before the update. So far with the new update, we can no longer see the late claims on a separate tab, we cannot publish the final return in Xero and now we can not be in two different entities at once even if we are incognito mode or in a different web browser.
When querying Xero about this problem, it was suggested that I post it as a product idea, because they are all known issues but can't do…17 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.
17 votes
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