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3478 results found

  1. Allow the inclusion of Credit Notes in Batch Payments where the total to be paid to a supplier is still positive. This would allow a single batch for a Supplier to match their Statement, particularly where credit notes are not related to specific Bills.

    286 votes

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  2. Have the option to remove links to invoices on Customer Statements

    63 votes

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  3. The 'old' balance sheet showed the fx rates as a note at the bottom - can we have the option to add this to the new balance sheet layout.

    86 votes

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    Hey community, thanks for sharing this one!

    Once we’ve completed the upcoming retirement of our old reports on 31st Jul, the team will shift focus to foreign currency disclosures. Understand that this feature was available in the older reports, and many in this community are keen to see it return! As soon as there’s more to share on that work, I’ll update everyone here.

    In the meantime, as a workaround, you can manually calculate this (this information can be accessed from your organisations’ settings screen) and add it into a text block at the bottom of the report.

  4. Can I also please say, how frustrating it is that you can not now attach a file to a contact from the file library. This is how we have always attached our end of month creditor statements, that are emails to us, we have always forwarded these directly the file library, re name as required and then attach to the contact from the file library when completing the checking process for each creditor. This now will mean that statements can not be forwarded directly from the creditor email but will have to now be saved into a PC desktop file…

    51 votes

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  5. Lots of support on the previous post of this idea, and I would definitely appreciate it. Seems unnecessary to limit us to 2 (active) tracking categories, and it seems like a trivial change to implement.

    154 votes

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  6. Currently a client can upload a number of invoices and then create a batch payment for these invoices. When they make a payment for 1 of the invoices in the batch, you have to remove and redo the payment then match the separate invoice up, and then recreate the batch payment, excluding the amount which has now been paid. Would be easier if like with invoices, the batch payment could be split, saving the new to remove and then recreate the batch payment.

    228 votes

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  7. Ability or setting to default include files attached to an invoice when sending from Xero

    Purpose | Steps are currently involved to include files that are on an invoice when sending the invoice to a customer, an option like this would ease the process of including files that a customer needs to have access to and see when they received their invoice

    211 votes

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  8. We want to be able to open and complete the employees draft timesheet, if it has already been started. We have enough to do without starting again from scratch what the employee may have already done but just not clicked the submit button.

    It is idiotic that, as the owner and payroll manager, that we cannot see an employee's draft timesheets.

    As the business owner and Payroll Admin, we should:

    • not have compromise our recordkeeping by putting hours directly into the pay slip.
    • not have to rely on our employees being available to correct the timesheet at any point in…
    95 votes

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     ·  21 comments  ·  Payroll  ·  Admin →
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  9. Currently, Xero does not have the feature to assign certain working days for part time employees. This becomes very frustrating when doing payroll.

    For instance, an employee works Wednesday to Friday and when a public holidays falls on a Monday, Xero will allocate either all or some of the employees ordinary hours to this date incorrectly. This means we will have to manually adjust it each time.

    A simple resolution would be to set up employees to certain working days, then the public holidays would assign correctly and there would be no need to manual adjustments.

    146 votes

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     ·  15 comments  ·  Payroll  ·  Admin →
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  10. Bills: unapprove option

    Have the option to unapprove a bill so it can revert back to draft/awaiting approval rather than having to void a bill and re-enter it.

    254 votes

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  11. Notifications on xero to alert you that an employees age has increased due to a birthday, as they may have hit a new age bracket in the wage rates and they could be getting underpaid if not noticed. Example - employee goes from age 20 to 21 this would mean that if they are on the 18-20 year old wage rate and they are on the £7.49 once they turned 21 they should then be on £10.18. so notification of birthdays would help keep you aware of age changes.

    62 votes

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     ·  3 comments  ·  Payroll  ·  Admin →
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  12. New bills screen - bugs/design that need to be fixed:
    - when filtering the currency column disappears
    - the planned date font size is smaller than the due date font size meaning I can't zoom the screen
    - the from column isn't wide enough so most suppliers' names are wrapping, meaning each transaction takes up 2 lines and results in fewer transactions on one screen and more scrolling, whereas there is wasted space between the planned date, paid and due date columns which could be made narrower

    50 votes

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  13. Would be great if Xero could trigger an automated (email and/or text) reminder to the superannuation payment approver 10, 5 and one days out from the superannuation due date each quarter.

    A similar reminder feature already exists in XPM for Activity Statement Lodgements - reminders can be turned on.

    Xero also has the ability to automate reminders to Customers around bill payment.

    Xero has the email and SMS of the superannaution approver already on file.

    Advantage of these reminders:

    • Super gets paid on time - we're all human and life can take over and sometimes things get missed - a…

    66 votes

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     ·  4 comments  ·  Payroll  ·  Admin →
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  14. "Business and accounting" role needs ability to more narrowly define. I want an employee to access invoices (receivables) but that then gives them access to ALL financial reporting, e.g. P&L, which I don't want them to see.

    29 votes

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  15. Ability to export and import Notes that are shown in the contact details section as a column in the exported file.

    This would allow bulk update and review of notes that have been added across Contacts.

    69 votes

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  16. Some of our customers pay on statement so it would be good if we could have a pay link on the statements for them to pay the full statement value and Xero allocate it against all the invoices on that statement.

    85 votes

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  17. Restore the ability to see the total number of days an invoice is overdue from the client contact page for credit control. It used to say 125 days overdue in red - that has gone so it is now not as easy to decide how firm to be when emailing a client to chase a late invoice. Those days overdue on an email heading get attention fast.

    22 votes

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  18. Xero - in employee section and only those with payroll admin rights can upload notes/documents such as medical certificates/TFN forms/super choice forms etc in the notes section to be able to track this better and with relevant payruns as well

    602 votes

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    99 comments  ·  Payroll  ·  Admin →
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    Hi everyone, we thoroughly appreciate all the interest and detail of where and why you'd like to attach files to employees in payroll.

    As many will be aware, the team have been making a lot of changes across Payroll to accompany local regulation & compliance such as STP phase2.

    With much of this work still on-going, we want to be open that there are no plans at present for this development. It is top of mind for the team, and will be reconsidered when resource becomes more available however we wanted to share and set expectation for the near term with you all, here.

  19. We would like the ability to reconcile transactions against a statement in addition to just reconciling from the bank feeds.

    There have been so many issues with bank feeds, that often we find the statement balance does not match Xero. The issue with running the reconciliation report is that some banks will have some transactions from the closing date in the current statement and some of them on the next statement. The only way for us to break it out and match the balance is to export transactions to a spreadsheet and then change the date of those transactions in…

    57 votes

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    Thanks for these use cases it definitely helps when sharing back the needs of the idea here with our teams internally. Being upfront there are no plans at present for developing the ability to auto import a copy of the bank statement when importing feeds, or means to separately reconcile against statements versus what's been imported to your b bank account in Xero. 

    We'll continue to review and let you know if there are any plans of change to share with everyone here. 

  20. It would useful to be able to have an edit function that allows you to change a bill to an invoice and vice versa. As clients tend to confuse these and it takes a lot of steps to copy the information over and delete the mistake.

    42 votes

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