4801 results found
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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.
15 votesHi Stephen, appreciate your feedback from this other idea on reconciling to a statement. I've turned this into a new idea that we can begin to track in the forums here and get a sense of the community support for.
Our product team are considering additional functionality including the ability to attach a PDF bank statement to a period however we want to be upfront that we don't have any immediate plans for it just yet. I'll keep you looped in if there are any updates.
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AU Payroll - Default Member Number for Employer Default Fund
Dear Xero Team,
I’d like to submit a request for an enhancement to Xero Payroll to improve the setup and management of default superannuation funds.
Currently, when adding a default fund in Xero, there is uncertainty around what should be entered in the Member Number field. We typically process super contributions through the ATO Portal, but we would love to have the ability to do this directly within Xero.
Specifically, we would like the ability to:
Add a Default Fund chosen by the employer.
Assign employees who do not have an existing super fund to this default fund.
Have a…
15 votes -
Xero - Backup data file
Under all the new rules and regulations set down by the Tax Practitioners Board, it is a requirement to keep a backup copy of the data file. We do not want to start a new Xero file from a backup - that is not logical. We need the ability to click on a button and run a backup to comply with the new rules. Using another app is also not a solution. It must be built in the the Xero program that we can use as bookkeepers. This is an essential feature if we are to comply and do regular…
15 votes -
AU Payroll - Ability to customise Payroll admin access
AU Payroll - User access options
Payroll user access for advisors that can be customised so that you can opt out of being an option for approving leave or timesheets etc.15 votes -
UK Payroll - Journal summary
I would like to be able to firstly differentiate my payroll journals from other journals and then produce an end of year report of the payroll journals.
How you could facilitate this:
-Tick box on the journal to identify it as payroll related.15 votes -
DOCX - Show CIS after subtotal
CIS Deductions need to show at the bottom of the invoice on advanced invoice templates as seen on the standard invoice template.
15 votes -
Report - Option to remove account codes when publishing
Remove all account codes check box upon financial statement publishing
We need this check box added when we publish our EOFY financial statements - a similar box already exists to remove all decimal places yet we have to manually go to the trading statement, income statement, balance sheet and equity accounts and manually turn off account codes on each page.
A simple box to remove all account codes when publishing just like the decimal place box would be fantastic
Please fix this
15 votes -
Expenses - Export expense claim receipts
Expense claims - Download all pdfs submitted by employees
15 votes -
Tracking - Sub-category under options
Can we please add the ability to set up a sub-category under category options?
For instance, we have already tracking categories by store locations (i.e. Loc 1, Loc 2, Loc 3). However, we need to have a sub-category per Deputy's area (i.e. FOH, BOH) under the store locations.
Category option: Loc 1 (Store Location)
Sub-category option: FOH, BOH (Area)If we could set up a sub-category under tracking options, that would be great. Thank you!
15 votes -
GST - Ability to transfer refund to an associated tax payer
We would like the ability to transfer a GST refund to another tax payer. It can be done if we file online at IR and we would like Xero's GST return to file automatically with this feature. We have associated groups and have refunds that we want to offset against another tax payers GST to pay.
15 votes -
MFA | Role that can enable another user to reset multi factor authentication
Have a designated advisor / subscriber have the ability to remove multi factor authentication from a user so that a new method can be set up by the user.
Purpose: For those businesses that have operators which are not tech savy, having either the subscriber or the advisor who holds a professional membership / qualification, who have passed ID verification processes, let the designated person have the ability to toggle off multi factor authentication so that the user and re set up their authentication process so that when their phone is lost or stolen and their alternative entry points don't…
15 votesHi 👋 your idea is being looked into by our Community team. We will be in touch soon to update you once your idea has been reviewed.
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New invoicing - Print packing slip in one click
We print packing slips for every invoice we print, since the changes xero has made it has added another step in out process, we are all about streamlining our processes. We would like to revert back to the old way as this is adding time and is also adding more unnecessary files to our computer system. please help us to streamline this process again as the current system doesn`t work for us
15 votes -
Sales Invoice - Import with attachments
Import the sales invoices to Xero with the PDFs being attached to the invoice automatically. I understand we can import sales invoices through CSV files but to provide relative documents to customers, we need to attach pdf manually. Would be great if this could be possible. This action can save time and possible error of attaching a wrong pdf.
15 votesAppreciate the interest in the idea here. Being open with a lot of work focused on iterating and adding features to new invoicing atm we don't have plans for this in the short-term. We'll continue to track the interest of the idea and if there is any change to share we'll update you here.
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Quotes - Send quotes via SMS
Send quotes and invoices via sms
15 votes -
Billable Expenses - Add Project Billable Expenses to Draft Invoices
Please implement a feature allowing users to add billable expenses assigned to Projects directly to an existing draft invoice.
Currently, users can only add billable expenses directly to a draft invoice if the expense is assigned to a Customer. When expenses are assigned to a Project, they can only be invoiced through Projects. This causes issues when an expense assigned to a Project is has been missed, and needs to be added to the draft invoice. The current workaround requires deleting the draft invoice and starting the invoicing process again, which is time-consuming and inefficient.
15 votes -
Email Templates - Create your own custom placeholders
Create your own placeholders for email templates - For example, I want to create a new placeholder for the previous month.
15 votesHi Kirsty, having looped in with the team this placeholder is not something that has been developed in new invoicing and isn't on the immediate plans at present.
For the time being, you'll be able to use the shortcut shared in classic invoicing. We'll re-open the idea to continue building traction in this here and I'll update you if there is any progress surrounding placeholders that'd help here.
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Bank Reconciliation - Automatic reconciliation of invoices
Auto-reconciliation for transactions and invoices/bills - I appreciate that the manual reconciliation is to allow for oversight and management of transactions, but when you have several thousand transactions in a month, reconciling them all is very tedious, especially when 99% of them is just clicking "OK" after checking that the names/references match!
Auto-reconciliation would be an amazing timesaver, even if it was just for transactions where the references or customer names onn payment and invoice/bill match. Please consider adding this!
15 votes -
Xero Accounting app - Add a credit note
Xero app - it would be good to be able to add credit notes via the Xero app
15 votes -
Budget Manager- Ability to transfer the data from one budget to another
The ability to transfer any one year budget or overall budget to another year
This will facilitate annual budgeting as you don't need to start from scratch15 votes -
API - Connector for Microsoft Power Automate
It would be great if there was a connector for the Microsoft Power Automate platform so that Xero could be more easily integrated with other services.
15 votes
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