2890 results found
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AU Payroll - Set Working Days for Part Time Employees
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.
39 votes -
Reporting | Page Break - Preview in Xero Reports (without exporting)
Currently, when preparing financial statements or other reports in Xero, you have to export the report to PDF to work out if you will need to insert page breaks to keep all related content on one page, or to ensure that a heading doesn't end up on one page and the information on the next. This can sometimes mean exporting a report multiple times if there are multiple page breaks required.
It would be helpful if in the drafting stage, Xero reports showed some sort of indicator (i.e. a dotted line), so that you could identify where a page would…
26 votes -
Reports - Accounts display in GL account number order on reports
The ability to have accounts display in GL account number order on reports. It boggles the mind that this is not an option already!
39 votesHi everyone, it'd be good to know if there are there any specific reports that you'd find this particularly helpful in?
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Contacts - Ability to export/import additional notes
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.
25 votes -
Audit Trail Report
We desperately need an audit trail report available for advisors.
I think it would be sufficient to have the below added to the account transactions report style (but named as Audit Trail):
1 - the ability to include an 'edited date' column
2 - the ability to include a 'notes' column
3 - a tick box to show/hide audit trail history (so voids would show as separate creation and void lines netting off, not just removal of the original transaction)
4 - a unique un-editable transaction identifier for all transactions, not just bills/invoicesIt must be exportable to excel with…
282 votes -
Fixed Assets | General Pool Write Off
Under current simplified depreciation rules, small businesses deduct the balance of the small business pool at the end of the income year if the balance at that time (before applying the depreciation deductions) is less than the instant asset write-off threshold.
Currently Xero's pool does not apply this rule & continues depreciating at 30%. It would be great to have a product update so the correct application of current tax rules applys to the pooling system in Xero.
106 votesAppreciate the traction this idea's gained - Thanks for your support, everyone.
Our Fixed Asset product team are working on upgrades to Fixed Assets platform and updating technology - Read more on this broader work on Xero Central
We understand how having an automated control to recognise and apply a write-off for general pooled assets where the balance is beneath the threshold would be useful, this is not in our roadmap right now.
That said, they have a close eye on ideas for Fixed Assets for when the time's right - we'll share any change on the idea, here.
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Trial balance - Compare MoM movement
On 31 July 2023 my old Trial Balance that shows the current movement per the months selected as well as the YTD figures will be discontinued. It will be replaced by a Trial balance that only shows the YTD figures and the comparative figures with the previous year. That doesn't help me at all when I have to do a monthly management report and can only see the YTD figures. I'm begging you, don't discontinue the old Trial Balance report! Or at least give me the option between displaying YTD figures and the movement for a specific period.
19 votesAppreciate the response and detail from you both in this - I can see what you're after and the difference between what's available at present.
We'll continue to consider this as we keep developing but there is no direct work for this to share just atm.
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Invoice / Bill - Copy to a Credit Note
Hi,
You can only create credit notes to Invoices or Bills if these aren't marked as paid on Xero, or by creating them as new items from contacts or using upload via Hubdoc.
I think it would be beneficial to allow the creation of credit notes from bills or invoices that are already paid. Very often, there is a requirement for a credit note to be created when the bill/invoice is already paid. Adding the feature to allow creating credit notes based on the information already recorded on paid bills/invoices would save a lot of time in dealing with creating…
59 votesHi Wojciech, if an invoice or bill has already been paid there is no amount left outstanding for the invoice. It sounds like you'd like the ability to easily copy the detail of an invoice to a credit note? I've slightly updated the title of your idea here, for this.
If this doesn't quite reflect it'd be great to get more detail of scenarios you'd in which your business receives a credit note for a completely paid invoice or bill.
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Report Templates - Ability to add any report
I would like to be able to add any available report into a practice Report Pack. At the moment, the available reports are limited to those within the Financial Statement realm.
I would like to produce a report pack that had all the reports i need for my annual working papers:
- Employee wage summary
- Bank Rec
- Tax depreciation report
- GST rec reportsetc etc.
130 votes -
Bills - Bulk Void multiple bills
When duplicate bills have been entered you have to delete them one by one, would be great to be able to delete them in bulk
63 votes -
User Permissions - Access to reconcile without viewing balances
It would be really useful if you could give a user permission to be able to reconcile and post bank transactions, but not see the bank balance.
157 votesWe thank you all for sharing in the idea here, and understand there are many permissions that our Xero customers would like to provide on a more incremental basis. As you'll all know access to bank accounts is available to users with Adviser, Standard or limited access to those with Read Only roles - You can see more of the breakdown in our article here
With much of the teams resource drawn to work on the platform that'll continue to help us with the 'building on beautiful' experience for our customers we want to be upfront that there are no direct plans for altering the user permissions in this space just yet.
User roles and individual permissions within a bank account will be in the limelight once much of the platform upgrades are complete, but this is some way off atm. We'll return to share when there's any…
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UK Payroll - Birthday Notifications for employees
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.
15 votes -
Contacts - Automated statements
This is really for Xero Blue not practice manager, but you do not have a category for this,
Automated client statements - have the option to send out our practice statements on a regular basis i.e. weekly or fortnightly regardless of the days due or overdue!
154 votes -
Lock dates - Ability to add password protection
Dear Xero product team,
Please could we have an option to Password protect Lock Dates.
Where certain user can only unlok Lock dates i.e. Accountants or Subscriber
At the moment anyone can unlock the Lock dates which defeats the purpose of the Lock Dates.
61 votes -
Email Settings - Ability to have separate reply-to email address
Ability to have separate ‘Reply-to’ email addresses within the same Xero organisation.
Purpose: Users can easily change the email address that they’d like to use when sending email from Xero, rather than having to go through settings to change it.
225 votes -
Tracking - Ability to bulk Archive categories
We use tracking categories of building jobs. It would be great to archive the tracking category once the job it complete. Allowing a P&L by tracking category report to only show active jobs.
21 votes -
Invoices - Option to convert to bill
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.
13 votes -
Bank Account Changes Report Showing Contact's Name - Downloadable as a PDF
Would like a report showing a list of bank account number changes. This would show original bank account number, new bank account number, contact's name, date the bank account number was amended and who amended the bank account number and to be able to print this as a pdf. This would be of great benefit because of fraud and also our Auditor has asked if we can produce a list of bank account number changes for a selected period.
148 votes -
Budgets - Order by GL account number
The ability to do budgets by GL account number. It's very perplexing this is not available today!
31 votes -
Payroll - Show leave balances on payslip in days and hours
Show leave balances on payslip in days and hours and not just hours. Easier for staff to understand their leave balances in days than only in hours.
123 votes
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