4681 results found
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Organisation Settings - Allow seperate branch codes for STP and TPAR
Xero provides for only one ATO Branch code to be recorded for an organisation in Settings / Organisation details. Also, Xero does not require a branch code to be recorded for Single Touch Payroll (STP) which would be resulting in a number of cases where the ATO is contacting clients and practitioners regarding incorrect branch codes for STP and requiring correction of STP filings which is time consuming and complex.
Some businesses have different branch codes for different ATO reporting obligations. For example, a business may have a branch number of 001 for Single Touch Payroll but 003 for Taxable…
11 votes -
UK Reports - Add Net column to account transactions report
Being able to group the account transaction report by contact is brilliant but unfortunately the report has default columns for Debit, Credit, Gross and VAT and not running balance or net.
If the client is VAT registered the total showed by contact is VAT inclusive so please can the report also have the Net column turned on by default.
11 votes -
Customer statements - A tick box for when statements have been sent
When a statement is sent to customers it would be great if there was a tick or "sent" next to the customer details in the statements section. At the moment i tick the "send me a copy" box. But i am always having to go back to my emails to check or manually writing down who has been sent statements.
11 votes -
AU Payroll - Choose email address to deliver payslips
The ability to choose an email address which employees payslips are emailed from: eg payroll@...... Not personal email address
11 votes -
Xero - Reduce white space
There seems to be a lot of white space on each page. An accounting system really needs to show concise, compact, neat lines so it is easy to compare figures without having to scroll up and down all the time. I feel that Xero is more interested in the look of the screen, when really the information is the most important part of an accounting system.
The important information seems to start half way down the screen!
11 votesHi Karen, appreciate you shared this feedback sometime ago. Looping back to better understand your idea here - Is there a specific part of Xero you find shows too much white space?
This will help when sharing your feedback with our product teams internally.
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Account Transactions | Foreign Currency - View running balance
I deal with a foreign supplier in US$. I would like to see a running balance of my transactions in the Account Transactions report in the foreign Currency
11 votes -
History & Notes | All activity - Include item for invoice Sent (Via email or E-Invoice)
The History and Notes in Advanced Settings does not include the action of Emailing (or Sending) an Invoice (or any other document), yet this action appears on the individual Invoice History.
11 votes -
Reporting - Ability to set a Default Date for reports
When using the old reports, when you opened them up they would show the current month. Now they show 12/31/22 which is useless now that we are into March. They should either default to prior month (which is what QBO does) or current month (which is what Xero used to do).
11 votes -
Bank rules - Run this rule on 'selected' bank accounts, instead of all or just one
It would be great to have the option when creating a bank rule to tick the bank accounts to run the rule on, as opposed to having ALL or just one. We often need to run the rule on say three of the five bank accounts, and are forced to set up three identical bank rules just so we can select each account, as we don't want to run the rule on all five accounts. This is particularly prevalent when using tracking categories. Some entities have different bank accounts for different areas of their business and when coding we'd like…
11 votes -
AU Payroll - Audit history for autosuper submissions
Audit history that shows who has submitted a super batch in Xero
11 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.
11 votes -
Quote | History - View accepted by email/contact name
It would be helpful to be able to track who accepted a quote in the history and notes. The customer could have emailed the quote to another party within their organization who accepted the quote on their behalf and we have no way of showing accountability for this.
11 votes -
Timesheets: See selected approvers on timesheet
See who was selected as an approver by employees. If we have been selected as an approver by the employee, it is currently impossible to know if they also selected their appropriate approver to know if we should reject the timesheet or leave or if we can wait for the appropriate approver to approve the timesheet or leave.
11 votes -
Prepayment - Automatic allocation when an invoice is raised
It would be great if you could automatically allocate prepayments to an invoice once the invoice has been created. Or at least receive notification that a prepayment exists so you can manually receipt it.
We are experiencing that clients have made extra repayments (prepayments) but when the invoice is created and sent to the client they pay the amount on the invoice and the prepayments are still sitting in the system, meaning we then have to issue a refund.
It would be helpful if the negative balance of the prepayment would sit under the clients name so when you are…
11 votes -
Fixed Asset (AU ) - Remove empty Fixed Asset Pool
I've accidentally created a Small Business Depreciation Pool in the Fixed Asset section of a client.
As far as I can tell there is no way to permanently remove or delete this, and it just hangs around forever?
11 votes -
AU Payroll: Automatically add approved expense claims to pay runs
Currently to reimburse employees for expenses you have to add them manually to each pay run for each employee, it would make sense for expenses that have been added using the expenses function to auto add to payroll each month to reduce work and to allow staff to be reimbursed quicker. this would also make the expenses function more worthwhile for the cost.
This would reduce stress for staff putting on employees as expenses that have been approved will automatically be added and marked as paid.
11 votes -
Sales invoice - Separate status for when credit applied
In Xero a receivable invoice status is shown as paid whether it is actually paid or whether a credit note is applied to the invoice.
Can a new status be added to show when an invoice a credit note is applied, for example "Credited".
This will help identify actual payments received vs credit notes issued11 votes -
Pricing Plan - UK Payroll only subscriptions
Xero Payroll only subscriptions!
It would be great to be able to open a payroll only Xero subscription for clients who currently don't need/use Xero for bookkeeping. For example, I have a small client who employees a few people but I only provide year end accounting services to which I use the Ledger subscription to complete the year end accounts. I currently utilise Sage payroll online for the monthly payroll reporting but if I could integrate this into Xero without the need for a main subscription, this would help me keep everything in one place. Even if Payroll could be…
11 votes -
NZ Payroll - Automatically calculate four-weekly ordinary hours
At the moment Xero Payroll calculates OWE by using information from the pay template only. Xero Payroll also recommends use of minimum hours as best practice, and allowing the hourly rate to lift if the average is higher than minimum hours. Works well. However, many employees have minimum hours and work more hours regularly, but they don't always work the same number, they might have periods of more work, and other periods of less. This means they don't actually have Standard Hours, and according to the legislation, OWE should be calculated from a 4 week average, not just taking "Standard…
11 votes -
Projects - Add 'actual hours' and 'estimated hours' to Summary Report
Project Summary Report always had actual hours and estimated hours on and since it has been updated this option is no longer available and that is 2 of the most important columns for us. Also the wording of the headings have changed and no longer match the Project Details report which is ridiculous. This report needs to be converted back to how they used to be.
11 votes
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