4651 results found
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AU Payroll: Bulk update employee holiday groups
Please create a way to select displaying public holidays on payslips for all employees without having to go into each employee. :)
1 vote -
Financial Reports | Notes/annotations - Ability to link to schedules
Allow Pop-up Notes to link to added schedules in Reports
In the layout of a Report, you can add a schedule which can be numbered and appear at the bottom of the report. When you go back to the main report and look to add a note you should be able to link to the Schedule. Currently, you can only link to text notes.
Interestingly the text notes do get renumbered when you add a schedule but you can not add a note to reference the schedule.
2 votes -
AU Payroll | Payroll Employee Summary - Include allowances for STP
Would like allowances to be included on the Payroll Employee Summary to help with STP finalisation
5 votes -
Tax Rates - Ability to import & export
Ability to import/export tax codes for jurisdictions where multiple non-default tax codes may be required!!!
4 votes -
Reporting - Show fixed asset depreciation on the Account Transactions report
In the Account Transaction Listing there should be Source indicated for Fixed Asset Depreciation run through the Register
3 votes -
Payroll: Flag leave submitted retrospectively
It would be great if Xero could send an alert if a leave request has been submitted for a payroll period that has already been processed?
This would apply in the situation that payroll was run early and then an employee took a day off in the period that was included in the payrun.2 votes -
Balance Sheet - Separate by contact
I do have to raise sales invoices to different clients and receive inward invoices from vendors.
For one of them, if I want for the single contact (to whom I raise sales invoice and receive purchase invoices) to be displayed separately in financial reports as receivable / payable.
Presently, in the balance sheet all the receivables are displayed as account receivables / payable under a single head.
Can we group this single contact in such a way that balances are displayed as a separate contact in balance sheet and not is default group Account receivable / Payable.
2 votesThere's no way to do this in the Balance Sheet. Is there a reason the Contact Transactions reports aren't of use? Or could you explain a little more of the needs this would solve for your business?
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Contacts - Ability to create transfers between contacts
Could there please be a facility to post journals between contacts (either supplier or customer) for example between BT Telecom and EDF energy
Currently there is only the facility to post journals between nominal ledger codes.
Many thanks2 votesHi Julie, could you explain a little more the scenarios in which you'd be looking to make use of a this sort of functionality?
At present - if the transactions has originally be assigned to the wrong contact this can be edited.
Understanding more of the use case may help us find another solution for you here, although I don't want to be open that we don't have plans for enabling transfers between contacts.
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Invoices - Automatically mark invoices from WFM as Sent to set off Reminders
When an invoice in emailed in Workflowmax it is marked with a tick as “Sent”, however this does not carry through to Xero. Is it possible to add this feature so that invoice payment reminders in Xero automatically work without the need to manually change the invoice status to “Sent”?
6 votes -
Xero Network - Ability to share Xero to Xero key link
Ability to share a link to share Xero to Xero key
8 votes -
AU Payroll: 'Today' date range for payroll reports
Under the date range option, can a "Today" option be added to the list.
1 vote -
Credit notes: Apply credit to item price
We sometimes get Credit Notes which change the price of the items. We don't want to credit the whole item, simply want to adjust the price but Xero doesn't seem to have a straightforward option for this.
1 vote -
Repeating Invoice - Ability to change description in bulk
Global change of description on repeating invoices - some folk have same text but include current month before sending - currently required to edit each invoice to achieve this
4 votesHi team, we don't have any plans for developing the ability to bulk update the description of your repeating invoices right now.
To help your work flow here, you could include placeholders so the description contains the current month. Dynamic date placeholders can be added to the Description and Reference fields of repeating invoices and bills. The placeholders will then insert the specified detail into the invoices and bills when they are created.
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Files - Ability for user who uploaded to lock a file
Our firm would like to utilize file storage within Xero for our clients, but we have a few suggestions based on how we use our current platform for files. We would like to see that the person uploading a document to the files can lock the document so that other users cannot delete it (i.e. minute book), that the documents stored in the files are live (i.e. live spreadsheets) so that items don't need to be constantly downloaded and uploaded and mass downloads for when a client is being offboarded.
2 votesHi Marlene, thanks for sharing how files could e more powerful for your business and working with clients. We ask that each thread only contain 1 idea so it's clear for community members to know what they 're supporting and we can get a understanding of the interest for specific development.
I've updated your title to your first idea and e have 1 started for the ability to bulk export files over here you can join - welcome to also start new ideas for other items you'd like to see developed. 🙂
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Contacts - Highlight contacts
In our old system, before we moved to Xero, we could highlight special clients (they were a different colour). In our case, they were special because they paid their account off in instalments, instead of paying a lump sum. This made it very easy for us to separate them when we sent invoice reminders to the rest of our clients. How we have to do it in Xero now is clunky and manual. :)
2 votesHi Kathleen, it sounds like Contact Groups could help you keep track of clients you'd normally 'highlight'
This way you'd be able to quickly get a view of the different contact groups when looking to set up or send invoice reminders?
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Projects - Ability to assign time entries from Outlook
Ability to assign appointments from outlook into projects as time entries. Narrative of work completed could be put in the appointment and then assigned to the project. The colour of the appointment in outlook would change colour to show its been assigned.
3 votes -
Fixed Assets | Depreciation schedule - Ability to set font size
Font size of Depreciation Schedule
The more assets the smaller the font gets, Some columns can be taken out,but we do not want that. There should be the flexibily to choose portrait & landscape and over how many pages the schedule will be generated.
1 vote -
Batch Payments - Single " quotation marks removal on export of .csv files
Single double quote marks in an exported .csv file cause the file to lose data integrity - a facility to remove single double quote marks " prior to export of the file
1 voteHey Stephen, thanks for raising this one!
It'd be great to get a bit more information on this one.
Could you let us know where you're experiencing issues with .aba files and what those issues were?
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Financial Statements - Option to add Opening balance when using schedules in Notes
When creating a schedule in the Notes to the Financial Statement, at present you can't include an opening balance at the schedule level, only once you have created a group within the schedule. It would be useful, if this could be done. Other reports like the Statement of Changes in Equity do have this option, so it should not be difficult to include this.
1 vote -
Bills Report - Change so most recent bill is at the top
When I select a supplier or customer, the list of invoices start off with the date I started using xero 2013.
Could we change this to make the most current at the top of view instead of scrolling to the bottom.
The way I currently view is:
Contacts, supplier, Name, view recent bills report.2 votes
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