4714 results found
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Bill Payments - Use supplier account number as Payee reference
Option to use supplier account number as Payee reference when making Open Banking payments by direct bank transfer.
Currently the Supplier account number is not displayed anywhere.
It defaults the Payee reference to the Bill reference which is fine when paying single bills to a supplier. However, if I want to make a single payment to the supplier for multiple bills (group by Payee option), we would want to enter our Supplier Account number as the Payee reference. See attached.
8 votes -
Invoice - Prefix in Date Format YYYYMMDD-01
Invoices - Prefix in Date Format
It would be great we could choose an invoice prefix in a date format that automatically updates each day. For example 20231123-01, 20231124-01 02 03 etc.
I track my invoices by the date in which I send them so this feature would save me alot of time instead of having to manually update the date in the invoice prefix each day.
8 votes -
Bank Feeds - Photo imports from Starling account
Hi there,
Is there any way you could integrate the photos I put on my Starling Bank account of receipts I receive for purchases for my business account, so that I don't have to enter them twice, once on Starling and once on Xero.
I realise this is not an option, as it's not happening, but the notes I add do come through, so could the photos too?
In this new digital paperless world, it would be good not to have to keep every receipt and have to remember to photograph it twice. Hubdoc doesn't help, because you still have…8 votes -
NZ Payroll - Import past earnings
When setting up new employees from another system, it would be great, if we could import the past earnings information.
8 votes -
NZ Payroll - Add bereavement Leave as a permanent leave item
Have Bereavement Leave as a permanent leave item when a new employee is setup.
8 votes -
Transaction Entry - Alert to warn when a future date has been entered
have a warning come up when an entry is dated in the future to avoid posting to the wrong year
8 votes -
Projects - Report on nil activity projects
Ability to report on projects that have nil activity. Currently they do not show in the Project Summary Report until activity has been entered.
8 votes -
Bills - Automatically create bill from finalised activity statement
Currently when paying activity statement obligations, you need to manually create a bill or split the payment to the various tax components. These amounts are already in the Activity Statement, so it would be useful to be able to create the bill from the finalised activity statement. This would help business to reconcile ATO payments, and to manage their cash flow as they can see when tax payments are due from their bills report.
8 votes -
UK Payroll - Remove past employees from reports
Can you please give the option to inactivate past employees/leavers from payroll summary when doing reports. Every employee we have ever had is coming up on the report each time.
Also how do I set up overtime payments to stay on employee profile instead of using the drop down menu every week.
8 votesThanks for your interest in improvements to payroll reports, everyone. Our product team have eyes on this idea and while there are no immediate plans at this time, we'll update you here if anything changes.
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Bank Feeds - BNZ feed to be 7 days, not just Tuesday-Saturday
Now that NZ has 7 days transactional banking by all banks, can BNZ who is only providing Xero with bank feeds Tuesday- Saturday, (per Xero support) now send Monday- Saturday, so Saturday/Sunday transactions can be reconciled Monday's and information be up to date.
8 votes -
UK Payroll - Mark P32 as paid
UK Payroll - it would be handy to be able to mark P32 amounts due as paid or dealt with. Just helps to visual see where you are in the list of reports and keep on top of due payments.
8 votes -
NZ Payroll - Annual Leave Cash Up to Automatically Roll Into Annual Leave
Can the Annual Leave Cash Up leave type please be automated to roll into Annual Leave once the payrun is posted. It would be a great time saver.
8 votes -
Invoices - Ability to show invoice branding theme in Draft list page
Please Please put the option to see what branding theme is on the invoice on the DRAFT invoice page -- If you have 50 invoices in a batch with different themes its a nightmare. And then also Step 2 - PLEASE link the email template automatically to the branding theme. It would make our lives much simpler. We process many invoices in batches with two different themes. Not having the ability to even see the branding on the draft page is crazy. How hard can it be to put that field up as a display item - You have others…
8 votesThanks for the detail in your feedback here, Paul.
The second point around being able to link email templates to branding theme is something that's been raised in another idea and would be good to track separately so I've updated the title of your idea here, and encourage you to add your vote and join the other for updates, too!
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Contacts - Compact view to reduce white space
In the new contact view, everything is spread out, with lots of wasted white space (similar to the bills list without 'compact view' toggled, or the list of repeating bills (which doesn't have the ability to be compact in view). I can deal with the info I need to pick a transaction to open being on complete opposite sides of a widescreen by pulling the contact into a new window and reducing the width of that window until it's readable without excessive twisting of the head (a poor workaround for an ergonomics risk, but it's the only one I could…
8 votes -
UK Payroll - Support for Operational Sick Pay
Give the option of adding company sick pay entitlement, which counts towards sick leave, and then when company sick pay is exhausted, revert to SSP.
8 votes -
History and notes report - Ability to search results by contact
Ability to run the history and notes report and search by contact so users don't have to search through all notes.
8 votes -
Reports - Option to hide "Tracking Transfers" from journals report
Get rid of (or just hide) "Tracking Transfers" when printing PDFs of manual journals. Seeing descriptions are more important than the background tracking.
8 votes -
AU Payroll - Bulk update Pay Items
Pay items bulk upload
can we please have a way of updating pay items in bulk
when items are imported via a different pay system the W1 area is not updated
and to do 100 items takes so much time as they have to be one indivually.
other items can be exported, updated and then imported back8 votes -
Reporting: Profile based defaults for settings and reports - Based on client files and user
Ability to set default reporting options (default to show account numbers, specify no. of results per page, your own date preferences), along with favourited reports - but have it linked to your Xero user profile rather than the client's file.
I work on multiple files a day and don't want to change their file settings - but manually changing to my preferred reports every time the page refreshes is exhausting.
8 votes -
Repeating Transactions - Customise placeholder format
It would be great if the placeholder format can be customised:
i. with all capital letters
ii. date format "01/01/2023"
iii. with "JAN" instead of "January"
iv. with "23" for 2023
8 votes
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