4843 results found
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AU Payroll - Show total hours in draft pay slip
Add total hours to the Pay Employees screen to make sure hours entered are the same as hours worked when Timesheets aren't used.
17 votes -
Custom Report - Ability to Hide/Unhide Columns
Currently we create a budget for each tracking category (department).
I have created a custom report which includes the budget for each category. I then use the formula function to sum the budgets together.
I only want to see the formula column in the report outputted. (I realise that columns can be hidden when data is exported to Excel)
I understand that there is not a way to show a formula column without all the individual budget columns.
Enhancement suggestion: include a radio button for each column to hide/reveal that column in the report
17 votes -
Short term cashflow - Option to include payroll
Very simply, short term cashflow does not include a range of items the biggest and most important of which is payroll. I think if you are selling this feature you should be very wary of the need for a disclaimer if the feature fails to be accurate, and decisions could be made on false information if for example the biggest expense item being wages is not included.
Granted it should be something people take great care when making financial decisions and should note the issue, many don't have great financial literacy which is part of why xero was created in…
17 votesThanks for your feedback here, everyone. To confirm, if you're using Xero Analytics Plus the dashboard can predict payroll expenses if they’re reconciled as spend money transactions or bills, and are regular in amount and frequency. To manually include payroll expenses, add them as upcoming money out transactions.
We don't have any planned changes for how these type of transactions are represented in Short term cashflows in the near term. If there are any updates made we'll share this with you here.
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Find & Recode - Ability to bulk update exchange rate of multiple transactions
Batch change exchange rate
Currently, once a receipt has been entered the only way to change the exchange rate is to go into each individual transaction and edit transaction->change the exchange rate. I have a situation where i have hundreds of transactions that have been allocated the XE.com rate, but i would like those transaction to have the user defined rate. Also in receipts entered using the iOS app will use the XE.com rate even if there is a user defined rate set in settings.
I would like a feature like "find and recode" so i can filter for all…17 votes -
User Permissions | Projects - Read only access to Bills & Invoices of a project
We have assigned users to specific projects but in order for them to see the invoices and bills against this project the settings must be changed so that they can access all bills, invoices and contacts to amend.
I would like a feature so that someone assigned to the project can have read only access to the invoices and bills ONLY associated with this project. Allowing them to still run reports and view profitability on their project but they cannot amend invoices and bills or cannot access others that are not their projects.
17 votes -
Xero Me: Demo app
Xero Me App - Testing
It would be great if we could test the Xero Me app (similar to how we can with the Demo Company for Xero) to be able to see what employees see.
17 votes -
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!
17 votesHi 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,…
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Bills - Apply contact defaults when automating bill creation
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…
17 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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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.17 votes -
Contact - Ability to customise contact thumbnail
Ability to add client logos in contacts. Use for thumbnails there and in Projects. Would demonstrate partnership with them when used in communications and emails.
17 votes -
Westpac Foreign Currency Feeds (AU)
Ability to set up bank feeds for foreign currency Westpac accounts. For those that bank with Westpac in Australia
17 votesThanks for sharing your feedback and votes for adding Westpac foreign currency account feeds, community.
While a direct feed isn't currently available for these accounts, you can still keep up-to-date in Xero by manually importing your transactions.
Just to give you a bit of insight into how these feeds are built – we rely on our banking partners to make specific account types available to us. The best way to get this on Westpac's radar is for them to hear directly from you, so we encourage you to reach out to them and request support for foreign currency account bank feeds.
For this reason, we're unable to say if or when feeds might be available for these accounts, but we'll continue to keep an eye on the support for this idea, and let you know if there are any changes in this area.
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Invoice - Include payment dates in Invoices and Bills exports
From "business" then "bills to pay" or "invoices" and click on "export" from a search result, the payment dates are missing in both the Invoices and Bills export files. Only the invoice dates and due dates are exported. Please add payment dates to the reports. Thanks.
17 votes -
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.
17 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
17 votes -
Expenses - Ability to search and sort for submitter user
Expenses search and sort.
If you only have access as a user and not full access to the accounts, searching past expenses is a painful experience.
What a painful thing searching for expenses in Xero is.
Can't filter by date range, or search for a particular description, or search by account. And they're in some unfathomable order which you can't sort by date.
Suggestions: Sort by date option to help answer questions like 'did I remember to file that expense 3 months ago'
Filter on date range: 'Show only expenses between January and March last year'.
Search on description: List…
17 votes -
Contact - Include contact phone number on invoices and quotes
Ability to customize quotes and invoice templates to include contact's phone number(s), similar to including address.
17 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).
17 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
17 votes -
Tax - Ability to calculate and report tax for multiple jurisdictions
GST - where an entity trades in different tax jurisdictions, allow the file to create the ability to manage GST for different countries (different GST codes) in separate GST accounts and not all consolidated into one GST account.
eg if an entity trades in Australia and New Zealand, you can have an Australian GST account and a NZ GST account to make reconciliation and completion of BAS easier.17 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.
17 votes
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