4820 results found
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NZ Payroll: Reinstate terminated employees after 30 days
Ability in payroll to reinstate terminated employees past the 30 days Xero currently allows. Many businesses have seasonal workers or students who just work holidays, being able to reinstate the employee with all their information would be much easier than having to add them as a new employee every time they are re-employed. Most other payroll systems allow reinstatement of terminated employees.
9 votes -
Bills to pay: Generate batch payment files for credit card accounts
Create ABA file for non bank account, eg Credit Cards.
With an increate of payment options and portals offering payments through credit card, it could be reasonable to have an aba file created for other form of payment. Thanks9 votes -
Project Reporting - Detailed Invoice Lines
To show the invoice line detail in project reporting rather than a consolidated invoice line.
You have to allocate each individual line on the invoice to a project but on the project report it consolidates to just one line which doesn't make sense when you put the level of detail at the invoice that it doesn't pull through that detail to the project reporting.
9 votes -
Expense Claim Report - By Contact spent with
We need to be able to run a report of historical Expense Claims, by Customer contact in order to see what Expenses were entered for a certain time period. The Expense Claims Detail report does not show anything when I run it. I need the Expense Claim Report to be able to be sorted by our Customers names, not sorted by our employees.
9 votes -
Sales invoice - Export Contact account number
Hi,
I have seen several posts about the Account Number not being searchable/usable within the system or via exports. Contacts' names can vary easily from the different systems used by a company and even between departments: ABCco , ABC Company Ltd, ABC Ltd... - the account number can solve these format issues.
In my case i need to export invoices in csv to be then imported in another system, also the invoice standard template has this field (to be ticked or not) it does not get exported which is rather peculiar; that obliges our finance to maintain a mapping file…9 votesIf I understand correctly, you're asking to export the contact account number when exporting invoices from your organisation, Christophe?
If so we don't have any direct plans for developing this at this stage. I'll change the title of your idea here slightly and we can get a sense of the interest from the community of this, here.
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Contact - Add field for payment terms (e.g cash on delivery, late payer)
I want to be able to flag COD clients, so the sales team know to collect payment at the point of sale.
9 votesHi Sharon, recently we released a new feature in Contacts that will enable you to add a note for a contact that can be visible from a contacts record - Right hand panel meaning you could add any detail about contacts that you receive payment from at the time goods & services are supplied in this field.
Is this enough to solve your needs here? 🙂
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AU Payroll - Ignore RDO accrual on annual leave
To automatically reduce the RDO accrual when an employee has taken paid leave such as annual leave
9 votes -
Invoicing - Print voided invoices
I mistakenly issued some invoices and had to void them. That made our invoice number sequence non-consecutive. This is a problem for my accountant here in Romania because we need to file the voided invoices as justification on using non-consecutive invoice numbers.
I want to be able to print them as PDFs and the documents to be marked as voided.9 votes -
Invoices: Resend failed e-invoices as an e-invoice
Invoices cannot be sent multiple times by e-invoicing - any invoice that was sent by e-invoicing can only be sent again after that by email. This is fine; that ensures that my customers don't have a billion copies of the same invoice in their drafts.
However, this is also true of invoices where sending by e-invoicing failed and the customer has not received the invoice at all.
I would like the ability to send by e-invoice to reset when the original attempt fails, because the only workaround I've found involves deleting and recreating the invoice with a new invoice number…
9 votes -
VAT - Show Unreconciled Statement Lines for a VAT period when completing a VAT return
A note of outstanding, unreconciled statement lines before completing a VAT return.
Currently you click review and can see the VAT return; however, it would be useful to have a box that would flag if there any unreconciled transactions within the VAT period.
This would help to ensure no transactions are missed when completing a VAT return.
9 votes -
Invoice Reporting (Payables) - Ability to include Planned Date as a separate column
In the new reports you can run a report, by supplier, of invoices that are due and planned to be paid, which is great. There is a differentiation between due and planned in both screen detail and reporting. The schuduled/planning option enables users or managers to plan which invoices they wish to pay either by viewing on Xero or running in a report. However, the reporting option puts the two together by adding in an invoice wiht the same due date, if a planned date has not been entered. This means that invoices not scheduled/planned to be paid are included…
9 votes -
Dashboard | Support - Ability to access My cases
Have "My Cases" clearly accessible and visible through the main Xero Dashboard rather than having to go to a completely different URL
9 votes -
Reconciliation - Add Reference without clicking add details
It would be helpful to access the reference field in the bank reconciliation screen without needing to click "add details"
9 votesHi team, thanks for sharing how this idea could make your workflow a little simpler when reconciling. While we're continuing to work on efficiencies to reconciling in Xero, I want to be open that adding the reference field to the main screen is not in our short term plans. We're continuing to stay engaged with the interest from our community across ideas in this space and if there is any news we will share with you, here.
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Fixed Asset Schedule - Edit Layout
Fixed Asset Schedule report you cannot edit the layout, we would like to be able to edit the layout mostly to insert page breaks.
9 votes -
Invoices: Option to only show item code in item column
Invoice setting: There should be the ability to remove the Item Name from the Item column when creating or editing invoices.
Currently it is not possible to show only the items code.9 votes -
Products and services - View 4 decimal places
The old Xero version of Products and Services was really useful, as would show individual pieces costs to 4 decimal places.
The new version only shows 2 decimal places - we would really like to be able to see the 4 decimal places again!The old version was also more user friendly, as you could 'tab' shortcut from one section to another when making adjustments. The new version you need to use your mouse and select everything which takes much longer.
Would you be able to update this?
9 votes -
Projects | Timesheets: Ability to set description field as mandatory
There should be an option to make the description field for users completing their timesheets mandatory. This would enable Project Managers and Finance Managers to view more detailed information other than the number of hours worked on tasks.
Currently many users do not fill in the description because it is not compulsory, which means that this detail is lost and decisions surrounding resourcing of Projects are not as accurate.
This is critical to businesses where R&D is a large area and therefore efficient Project Management is key. As this may not be critical to all business using the Projects Module,…
9 votes -
AU Payroll - Reset leave accrual on anniversary date
Set up leave so that it automatically tops up at the start of the year with a set amount.
I have an employee that has an arrangement of xhours per years to be used as they wish. At the start of each year this reverts back to the agreed hours. Any hours not taken during the previous year is cleared.9 votes -
Sales invoices - Option to turn off prompt for allocating available credit
When we create a bilk of invoices we are stuck with Xero trying each time to allocate an existing Credit Note that will possibly never be allocated. How do we disable this annoying function?
9 votes -
UK Payroll - Employee time tracking
I need to report on employee timesheets against my tracking categories. For example how many hours have employees recorded against Job A, Job B, Job C etc in any given timescale. In the transaction/payroll activity report it only gives £ and not into tracking categories.
9 votes
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