4714 results found
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Reporting - Layout options on report settings for grouped accounts
When you have grouped various account codes together in the layout there should be an option to expand or collapse the report when it is being prepared without needing to go back into the report layout to open/close each group.
I can't imagine it would be too difficult for the development team to bring the functionality from the layout stage to the report stage.
3 votes -
AU Payroll | STP phase 2 - Split allowances from the hourly rate
STP2 - Splitting allowances for all purpose from the hourly rate
We have employees with all purpose allowances - ie it forms part of the base hourly rate and extrapolates in to overtime rates and annual leave loading. I now have to take it out of the rate and pay as separate line items including overtime and annual leave multipliers.
Is Xero in their pay templates going to make changes to say have a tick box to indicate an add on allowance to the rate so regardless of the pay lines (that are set up as such) they multiply they…
7 votesHey community 👋 thanks for the interest in this idea!
Just to clarify, when creating a new allowance pay item, you'll have the options to 'Contribute towards annual leave rate' and 'contributes towards overtime rate'.
This setting will include allowance type pay items in the calculation of annual leave and overtime rates.
I can see the main request here was a 'box to indicate an add on allowance'.
Can you confirm if this tick box in payroll settings solves that request?
-Ethan M
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Xero expenses - Ability to create custom template
Many organisations pay staff tax free money when they work away from the office more than 24 hours. Currently there is no expense claim format that allows this type of reimbursement to be entered.
Is it possible to have flexibility to create our own expense templates?
3 votes -
Chart of Accounts - Corporation tax account type to show in taxation section
Please can you add an additional account under expense type in the chart of accounts for corporation tax?
One which will automatically post to the profit & loss in between 'Profit on Ordinary Activities Before Taxation' and 'Profit after Taxation'.
The default setting of overhead and having it in with bank fees etc is frustrating.24 votes -
AU Payroll - Change default sort order of leave requests
It would be great if all the Completed leave was in order with the most recent at the top instead of having to change the order every time I need to see the most recent or scroll all the way to the bottom. I love how the rejected leave requests are now all at the bottom of the Leave list on the employee record but I'm not sure what the "Employee Surname (A-Z)" sort option is for when I'm in just one employee
2 votes -
UK Payroll - Hide leave balance from specific employees
Xero Payroll - It would be useful if you had the option to show holiday entitlement to selected employee's, rather than all or none in the X
2 votes -
BAS - Include Sales Invoice number
It would be great if the Activity Statement Transaction reports included the Sales Invoice number in addition to the Reference field. The old full BAS report used to show the Sales Invoice number as the Reference field on the report.
We use simPRO for Invoicing and when the data is imported the Job No/Order Number is imported into the Reference field in Xero but we sometimes issue multiple invoices per job so the Invoice number is much more relevant as a reference.2 votes -
Projects Invoicing - Show total time entries per employee
Invoice in Projects - ability to combine time entries of employees to show total hours per employee
At the moment when you create an invoice in Projects, all the individual time entries are shown which can be 2-3 pages long. It would be great to have an option to combine all time entries per employee over a selected period so that the invoice doesn't have to be 2-3 pages long showing time entries done by each employee when all we need is one line item per each employee.
1 voteDoes this need to be on an employee basis, Jay?
At present, you can either create an invoice based on the Task or based on Time entries.
To confirm at present you can summarise the time entries by selecting to invoice as a Task - but appreciate this doesn't allow the individual lines for a employee breakdown
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Xero Projects - View transaction contact and date from project tabs
It would be useful to see the Date and Contact Name associated with each invoice and expense that is shown in Projects, rather than clicking to view each one each time.
This is particularly important now that we have realised that those with Projects access but not Standard User access to Xero cannot view the invoices or expenses to see that detail.
2 votes -
AU Payroll - Notify employees when their bank or super details are updated
When Bank or Superannuation details are changed for an employee, Xero sends an alert to the Admin/Account owner of the account. The employee details who have changed should also be sent an email alert.
4 votes -
Quotes - Applying Mark up
Applying Mark up in Quote - Ability to hit 'apply mark up' and select specific costs / folders that the mark up is applied for. Ie labour costs are not based off markup but the products are. If you hit 'apply mark up' the markup gets applied to every single cost.
16 votesRounding back on the idea here it sounds like using non tracked inventory could be a solution.
In Products and services you can add items and enter a Purchase price and a Sales price for the same item.
This means you can add the marked up price for Sales and when you select the item in Quotes or Invoices this price will be reflected for the line item.
Alternatively, you could add a discount to lines of your invoice if there is a general amount or % by which you would mark up items.
Keen to hear your feedback for these options.
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AU Payroll - Ability to send Leave taken to a balance sheet
As per this post 3 years ago I have the same challenge.
https://central.xero.com/s/question/0D51N00004DBrgFSAT/annual-leave-ledger-code-setup-in-payroll
Can Australia be configured the same as NZ by having ability to send Leave taken to a balance sheet leave liability account?
18 votes -
Invoice Templates - Customize header for Paid Invoices
Would like to have the ability to customize the header for a paid invoice to be TAX INOVICE while the unpaid invoices are just called Invoice. Currently the templates allow for a custom title for the over due invoices, approved invoices but not paid invoices.
1 vote -
UK Payroll - More options for Gender
Add other gender options for personal settings, non-binary & intersex
24 votesThanks for confirming, Andy - Really appreciate the screenshot. 🙂
I've checked in with our Payroll team where this detail is saved.
We appreciate wanting more options for gender when entering personal details, and in some regions such as AU & NZ this is optional.
Currently, in order to ensure successful payroll filings with HMRC in the UK, we need to match the schema they provide. That said, our team are reassessing how this fits in Xero so I'll shift this Idea to 'under review' and can share any updates that come. -
Run a report on a monthly basis to pay my employees expenses
If employees are putting their expenses onto Xero Projects then you should be able to pull a report and pay their expenses from it. Otherwise they are going to have to duplicate work by putting it on Projects and then submitting an expense claim.
4 votesMaybe a case of understanding your workflows here a bit better, Rachel. Currently when entering an expense through Xero Expenses you can assign to Projects so these'll attach and show against your Projects in Xero - Would be great to get more details if there's something in here which requires duplication.
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Bank Rule - Ability to default to 'All conditions match'
Since the change to the updated Bank Rules page, it now defaults to 'Any Conditions Match'.
I have to change this to 'All Conditions Match' literally every. single. time. I create a bank rule, otherwise it defaults to matching almost all transactions.
This is a disaster waiting to happen.
11 votesThanks for sharing back on the change, Alan. It's difficult to make changes to suit everyone's needs, and changing the default from 'All' to 'Any' was carefully considered as part of the recent updates to Bank Rules.
This was something users told us would be helpful as many more users create 'loose' rules to capture more statement lines.
Currently there aren't any plans to change this back. What would be more useful would be the ability to set your own default, but for now we'll begin to track the interest of this here.
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Purchase Order - Delivery Date for each line item
Ability to add a delivery date to the purchase order for each line item.
28 votesHey community, thanks for your continued interest and feedback. Just wanted to pop in here to share that in current state you could include the Delivery Date in the Description field for each line on the purchase order, and this will appear on the order your supplier receives.
However, if anything changes in this space, we’ll update you on this idea!
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Inventory - Fully integrate Locate inventory ERP
Inventory - Fully integrate Locate Inventory into the Xero platform so users have a fully functioning ERP and inventory management system.
30 votes -
Bank Rule - "Does not" criteria
Add a "not" argument to bank rules to allow for a greater control
e.g. bank text does not contain "example" or, amount isn't "x.xx"
22 votes -
Fixed Assets - Run depreciation from 6th to 5th of a month
Be able to run depreciation from 6th to 5th of a month for businesses that have a financial year end of 5 April.
Whilst you can do this for a 1st year of trading, we have found that you are unable to run it for any year after and after checking with xero, you are unable to run depreciation if the fixed asset start date is not the 1st of the month.14 votes
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