4739 results found
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Contacts - Ability to search group
Currently when you want to add a contact to a group and you have a entire list of different groups, you can not search for the group you are looking for, you have to scroll through your list. It is very frustrating not being able to search for the group.
10 votes -
Be able to see all transactions within a P&L report
I would like to send departmental P&L/spend reports to my managers. For eg, send all marketing spend to that team showing the act v bud figures AND all the transactions making up the actual fig
I reckon it would be best to add the Act and Bud figs at the top of the account transactions report for a particular chart of accounts10 votes -
Email Template for Payslips
We need to change the subject line for our payslip email template to include the word Confidential so that we meet our ISO standard
10 votes -
UK Payroll - Ability to have Payroll week number on payslip
The ability to have the payroll week number showing on the payslip if it is a weekly payroll, rather than just the tax month it falls into.
10 votes -
Invoice/Bills - Edit contact details (name, email, BSB, Account no.) when creating a bill
At the moment when entering a bill from a new supplier I can only enter the name of the supplier in the bill, then go into contacts to add their details.
It would be more convenient if there was a button to add contact as new, and have a pop-up page where I can add more details of those suppliers from bill page.
Sometimes when working through many invoices from new suppliers it's hard to remember which contacts need to be revisited to add details especially contact details and bank details for batch payments.
10 votes -
UK Payroll - Payroll Gross to Net report summarise by employment group
On the Gross to Net report being able to group by employment group
10 votes -
UK Payroll - Option to opt out before pension included in payrun
Please can we have the option to opt an employee out before running a pay run? It is a bit annoying to have to then refund deductions the following month and employees question it as they think they have opted out!
10 votes -
Contacts - Being able to re-assign contacts in "All" to "Customers" or "Suppliers"
We have imported all our contacts (a mixture of customers and suppliers) into Xero but they have all gone into the "All" category and there is now no way of assigning them to the "Customers" or "Suppliers" categories. It seems like a crazy restriction that not even the Xero people can fix for us. My suggestion is to allow us to move them out of All into one of the other categories.
10 votes -
Xero Me - Employees able to Add Kilometers
Employees cannot enter the number of kilometers to be claimed back in timesheets. A fix is to use the unit Hours instead of Kilometers. However in the Xero Me app they are only allowed to enter up to 24 Km (hours).
More than 24 units are allowed to be entered directly into Xero but not through the Xero Me app.10 votes -
UK Payroll - Ability to create a list showing all employees' holiday balance
TO create a list showing all employees holidays taken and what is remaining.
10 votes -
Bills - Draft Bills overview, add GST and Account columns
Is it possible to add GST and Account columns to the draft bills screen in Xero to check the account and GST total before approving?
10 votesHi everyone, right now our team are doing lots of work in the bills space to help you streamline your accounts payable. Soon, we'll be adding a quick view so you can review bills and make changes on the fly without leaving the list view. Read more on other changes coming to this space on our blog.
I'll keep you updated when this is released and you can try it out for yourself.
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UK Payroll reports - Format that can be imported to Now Pension
Ability to create custom reports
10 votesHi everyone, returning to the idea here. For UK Payroll, pension fillings can be exported in CSV format and manually updated to be compatible with the different pension providers. We don't have plans for creating other specific file formats in the near term.
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AU Tax: Pay the ATO directly from the Activity Statement page
The ability to pay the ATO automatically from Xero would be a really handy feature. Similar to the automatic super payment, this would be a huge time saver.
10 votes -
Prepayments - Create prepayment automatically for Income in Advance invoice
Prepayment automatically be created for the combined total of the "Income in Advance" lines.
Purpose: To save users time from having to prepayment invoices manually by adding a payment to the invoice from Income in Advance
10 votes -
Reporting - Ability to show monthly and weekly Product Sales Report
The ability to report on items sold each month (by quantity) on a month by month basis
Purpose: Users can easily run a report to see how many items customer buy this month, then they can also easily print it
10 votes -
Reporting: Sales Report - Track sales by sales person
Report that shows the total sales made by each sales person in an organisation
Purpose: Ease of being able to compare Sales reps stats across the organisation and/or overtime
10 votesHi community, as you've found Xero doesn't currently have a function that automatically tracks or calculates sales by sales person.
In the meantime, you could use tracking when you record your sales, which will allow you to report based on sales made by each sales person.
A suggested process is:
- Create a tracking category called something like 'Sales Rep', and create category options within the category for each of your sales staff.
- When a sales invoice or quote is created, you can include the staff member's name in the staff member (Tracking) field on the invoice/quote.
- You can then use the Tracking reports to see the sales that relate to each 'Sales Rep' and calculate commission manually outside of Xero.
If commission sales are a regular part of your business, you may wish to consider using one of our integrated App products. These integrate with your Xero organisation and…
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Global Payroll - Time billing
Ability to record staff hours spent with the client.
Purpose: Because it’s important to track how much time an employee spends on a job
10 votes -
NZ Payroll - Annual Leave option to add in Days instead of hours
Would be easier for employees & team leaders approving leave if annual leave is able to be requested in days and half days. Or to have the option to select either days or hours when requesting annual leave through the Xero Me app.
It's the most common complaint I hear from our employees that it would be way easier if they could just put in 1 day instead of working out the hours they want to take off.
9 votes -
New Invoicing | Send - Copy & paste multiple emails into the To field
When sending a new invoice to a client with multiple contacts, I find the most recent invoice relevant to the current project and copy the email details from the History and Notes entry for the action Invoice Sent.
If there is more than one email address, the old invoicing used to recognise that a comma separated the email addresses. I could paste that into the 'To' box without issue.
BUT IN THE NEW INVOICING, I get an error message when pasting multiple emails into the 'To' box: "One or more email addresses are invalid."
This means that I have to…9 votes -
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.
9 votes
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