4801 results found
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Reporting - Attach documents to published reports
To be able to attach documents (images / PDF ) to published reports.
For example Bank Statements to Bank Reconciliation reports. Signed copies of Debtors / Creditors ledgers etc15 votes -
UK Payroll - P32 report by month
UK Payroll - need a P32 report that can be printed/downloaded month by month in addition to the details provided for the whole year. Other payroll software's provide this as it's handy to have.
15 votes -
Bills - Bulk assign tracking to multiple lines at a time
Could you please add a feature to fill a tracking category for every line in a bill or invoice?
I am dealing with multiple pages of line items on a bill and each bill belongs to different locations (tracking categories). Note that allocating the tracking category to the supplier account, won't work, because they deal with all our tracking locations. If we can add the tracking option once with an option to fill all the remaining lines, it will save us a lot of silly repetitive work. Currently, we have to type, select, tab, tab, tab, tab, and then repeat…15 votesHi team, this isn't something we have direct plans for developing atm, however for those with the Adviser role you could consider using Find & recode as a way to bulk assign tracking to your transactions lines.
It's important to note that it's not possible to undo a recode, so if you're unsure of how the features works at all we';d recommend trying it out in the demo company first.
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Invoices - Automatically send invoice reminders for all overdue invoices
Seems a lapse in the system that you cannot send invoice reminders for over 60 days + for outstanding invoices
We have clients that still owe us money after 60 days and we have to manually review and resend, rather than the system just picking up that any invoice is outstanding / overdue and sending a reminder automatically
Would be nice if the system could just send an invoice reminder to any overdue invoice.15 votes -
E-Invoicing - Notification when bills have been created
I would like to receive a notification when draft purchase bills are automatically created when using e-invoicing. Otherwise, i wouldn't know it was there to be paid.
15 votes -
AU Payroll - Read only access for auditors
It would be great to have read-only access to payroll - all of it - for auditors.
They need access to the staff files, the individual transactions and the reports - as they have with the rest of the business.15 votes -
foreign currency supplier
Suppliers that have a foreign currency default on their account should show the balance owing to them in that currency and not in gbp. This is very confusing for users who are not familiar with xero or experienced in accounts. Another colleague of mine paid the amount owing on their supplier account thinking it was USD as the supplier invoices in USD only and that is their default currency, however it shows as owing in GBP, therefore the incorrect amount was paid to them?
15 votesThanks for your feedback, Christine. Appreciate how this could help though I want to be upfront that we don't have plans for changing this atm.
It would help in passing on your feedback to the right team to know if there is a specific area in Xero that you'd most commonly view the balance owing to your supplier - e.g would this be within their contact record, or do you run a particular report to view multiple supplier balances at once?
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Xero Me | Expenses - Add stops for Mileage Reimbursement
Add the ability to add stops to mileage reimbursement. This way a person can add a round trip or add stops between the round trip to collect all mileage for the 1 trip.
15 votesThanks for the idea and adding your interest here, everyone. In lieu of a direct feature to accommodate this atm, you may find duplicating the claim to record each part of a trip useful in cutting down the data entry. We'll let you know if there's any change planned here.
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Payroll UK - See hourly rate for overtime pay items when employee is on an annual salary
We would definately want to see the hourly rate and hours for overtime for staff on annual salaries.
At the moment the overtime hours are printed but not the rate of pay for the overtime.15 votes -
Payments - Future dated remittance
Be able to send a remittance for a future payment. Currently you can only send remittances a day after the payment has been made when the bank feed has been updated. We have suppliers who wont process our payments without a remittance meaning we run the risk of our account being stopped or alternatively we have to generate a remittance using word which is just duplicating work.
You should be able to generate a remittance for any payment set up and not have to wait 24 hours after the payment is released form the bank account.
15 votes -
AU Payroll | Add opening balance for Working Holiday Maker tax rate
Please add an opening balance for the Working Holiday Maker tax rate
When a Working Holiday Maker (WHM) reaches the earning threshold of $45000 they must be taxed 32.5% (instead of 15% prior to $45K per financial year). When an employee is set up in Xero as a WHM this tax calculation is automatic as along as the full $45K was earned with the current employer. If the employee has earned $45K prior to starting with a new employer Xero will calculate the WHM tax as 15% instead of 32.5% and there is no option to set an opening balance.…
15 votes -
Expenses: Option to disable mileage claims
Turn off the mileage claims option in the Expense Settings .. currently one cannot do this ... we have never used this option, and it's a pain when we use the Xero expenses app as it adds another layer to inputting an expense.
15 votes -
Contacts: Pin a note on client profile
To be able to 'pin' a note t the top of the client profile to see a note clearly.
This note will continue to stay at the top of their activity to view easily.
15 votes -
UK Payroll - Adding Employee Group data to reports
You can enter a group for an employee on the employment information but this function cannot be used on the reports.
If the information of which employee is in which group, then surely its not a huge leap to add this function to the reports. Using the gross to net report, you could select a group rather than an individual, saving a lot of time.
15 votes -
AU Payroll - Audit history for autosuper submissions
Audit history that shows who has submitted a super batch in Xero
15 votes -
Manual journal - Change default tax treatment
Manual Journals - Ability to to set Tax Defaults in Financial Settings like you can for sales and purchases. This will enable the user to set it to Tax inclusive and every time a new journal is created it will be tax inclusive instead of no tax.
15 votes -
Navigation | Financial Statements - Option to freeze report settings
Could you move the navigation buttons in the Financial Statements format (or any format with multiple pages) to the sticky bar at the bottom so you don't have to scroll to the top of the page to move between pages. some format pages are extremely long and it is a waste of precious time
15 votesHi team, appreciate the interest and raising of the idea here, however we want to be open that this isn't something we have plans of developing for.
Atm, if you're quite far down the page you could use the home button on your keyboard to quickly navigate back to the top.
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UK Payroll - Alternative NI Calculation type for directors starting mid-year
When adding a Director to payroll midway through the year the status can only be set to 'Annual'
It would be great if we were able to choose either 'Annual' or 'Alternative' Setting a new director on 'Annual' in January has affected their NI contributions. On Annual the NI does seem to vary but sort its self out by the end of the tax year. It just means paying more NI for a period of time.15 votes -
Reporting - Customisable Graphs
Recommendation is to add graphs as a report on Xero. Clients can see their turnover an example over a few months which can be sent to them direct from Xero !
15 votesIs there a specific report or reports you'd like to do this with, Suveera.
Xero analytics is one way of getting more of a visual view of an organisations performance, or alternatively you'll find there are a couple of reports like the Income and Expense by Contact reports that enable you to show a chart of your top 10 customers or suppliers.
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Notification - When quote accepted
Ability to have an alert in Xero when a Quote has been accepted
15 votes
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