4684 results found
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Reporting - Ability to Bulk Archive Published Reports
It would be useful if we were able to select published reports in bulk to archive them, rather than having to do them one at a time.
8 votes -
UK Payroll - Ability to link Salary Sacrifice on the pension filings
When An employee has a salary Sacrifice an option to directly link it.
In my case its for his pension so an option to link it directly to the pension so it appears on the pension filings.8 votes -
AU Payroll | Timesheets - Ability to enter negative hours
Re Payroll/Timesheets/RDO's. Can you please allow employees to enter a negative No of hours in Xero Me to category RDO accrual to get their hours back to the usual eg. 76 in a fortnight. Currently cannot submit.
Staff working 40 hours to obtain hours RDO is problematic. I don't agree with Xero's instruction to change opening balance accrual figures. Must be able to be audited.Please change the break hours to be able to be 1. entered online and not just via Xero Me 2. within 1 entry. Currently staff have to enter 2 lines each day.
8 votes -
Bank Reconciliation - Make the Find & Match window expandable
On the find and match screen, can we have the ability to expand the size of the window showing the list of transactions, so we spend less time on scrolling. The find and match shows 50 invoices at a time, but you have to scroll to see them.
8 votes -
Uncoded Statement lines - option to show reconciled transactions
Our clients would like the option to show reconciled and uncoded options on the same uncoded items report. Moving from MYOB/Banklink they are used to reviewing all transactions and having the ability to add notes for us to then code and add in the accounting software. We have many clients who fill in this form for us to then enter into the software and at present then only way to show this is running a bank reconciliation report.
8 votesAppreciate familiarity to the way your clients may have worked with another system.
As noted in the initial idea while there's specifically a report for uncoded statement lines, the Bank Reconciliation report will provide a list of all statement lines (coded and uncoded) - Is there something missing within this report that you're looking for in this?
@Wayne, livestock trading is quite different to what's being asked for in this thread - you can join the idea for this across here.
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Invoice Payment: Go Cardless - Pass Go Cardless Fees to client
Pass ACH fees for Go Cardless to Clients
8 votes -
VAT Return — View invoice numbers
Could the VAT transactions report in the VAT return include the invoice number as well as or instead of the reference?
This would make the review to see if there are any missing invoice numbers much simpler. Our invoices are created in another software package by a number of people who sometimes include text as well as the invoice number and it makes sorting by numerical order time consuming. Having the invoice number as a field would make it very easy to sort in numerical order and identify missing numbers.
8 votes -
NZ Tax - Ability to have bounce back email when email address is invalid
When sending tax payment letters out via email it would be great to get an email if the address used is invalid. Like a bounce-back when you send an email from your usual email program. At the moment you have no idea if the client received the tax payment letter at all.
8 votes -
AU Payroll - Superannuation - Export Processed Super payments to Excel
When receiving a superannuation bounce back amount, it would be really great to be able to click into a Superannuation Payment Details batch that has been processed and export to Excel, to be able to search and calculate totals to match the bounced back super.
8 votes -
Report Pack - Add Uncoded statement lines report
To add 'uncoded statement lines' to the new report packs in Xero.
8 votes -
Reports - Add non-financial data into Xero for use in calculations
Now that we can add equations, I'd like to see Xero add non-financial data for use in calculations. Specifically, I'd like to add a number that changes each month (number of clients). This will allow me to calculate the revenue per client. I would also like to add the number of clients lost and clients gained so I can calculate the churn rate and customer lifetime value (important to use in making decisions on marketing spend).
8 votes -
Bank Reconciliation: Spend Money - View/Print PDF Through Spend Money
I've been raised an issue regarding View/Print PDF on Spend Money transaction and Xero Central Stated that "At the moment, it's only possible to send a remittance advice for payments recorded on bills".
Therefore, I would like to give a suggestion, If possible, create a features that able us as Accountant & Bookkeepers to have features to View/Print from Spend Money & Transfer money like Receive Money features have.
This features enable us to have documentation to file and for audit purposes.
8 votesHi Nur Fatini, it'd be good to get more understanding from you here as it sounds like the Account Transactions report could serve the purpose or perhaps simply creating a receipt of the spend money?
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Bank rules - Ability to assign Billable Expense
Banks Rules - Add Billable Expense
This will save the company a lot of time having to manually set a billable expense when we need to on-charge a certain % of a recurring transaction
8 votes -
UK Payroll - Automatically update tax code
If I run the payroll on say the 22.07 and then a P6 arrives effective from say 25.07 it wouldn't be updated automatically. Surely it should be updated regardless of whether the date relates to a previous period or not? This frequently happens. I can't think of an example of when you wouldn't want the tax code to update automatically?
8 votes -
Timesheets - Ability to customise their own workplace tasks on the timesheets
Ability for employees to choose tasks carried out via drop down menu.
It would be great if companies had the flexibility to customise their own workplace tasks on the timesheets. This way when employees are filling in their timesheets they can choose the task / tasks they have done for that day and then input the respective hours for each task.
8 votes -
Invoice Payment - Automatically asking customer to register Auto pay
I will like an option that will force customer to register to Auto Pay.
All our customers agreed to use Auto Pay and most of them "forgets" or "don't see" the Auto Pay checkbox option. So, what happens, they pay thinking they have subscribed to Auto Pay.
This option will make our billing management so much easier.
A quick fix to that issue could be the following:
When they select the button "Set up auto pay", then the Auto Pay checkbox should at least be already selected.8 votes -
Invoice Reminders - Ability to send manually
We need to be able to send reminder letters through Xero but as and when, and to all customers, not just those that have fallen overdue since turning on the function. We have just migrated and have to go through each account and send an email outside of Xero to chase these so therefore no audit trail. This seems a key feature which is missing and easy to implement.
8 votesAppreciate you raising the idea, Emma. To round back and confirm current functionality - If needing to send emails for invoices to multiple customers at once you could use the email feature from the contacts list view - See our Xero central article for detail on this.
If it's something you'd commonly do you may like this article in helping you set up email templates where you could create and save a custom template that you'd use when sending an overdue invoice.
It'd be good to hear if there is detail that this method doesn't help you resolve, that we can share back with our product team.
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UK Payroll - Automatically update Employee salary
If a pay increase is implemented across the board then currently, the only way to amend employees salary amount is to enter each record manually. If you have a large number of employees this is extremely time consuming.
If a salary scale was used and assigned to employee records, it could be uplifted by a percentage and all records would automatically update.
8 votes -
UK Payroll - Integrate with iCal
Be able to integrate the payroll calendar on Xero with iCal, so approved annual leave automatically appears in my iCal without having to duplicate entries, and updates if someone changes their leave on Xero.
8 votes -
Projects - bring Expenses through when Duplicated
Projects - when duplicating a project, expenses need to follow through as well.
8 votes
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