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3598 results found

  1. To be able to add restrictions to the Read Only permission for users so that bank account details are not available but allow users to only have access to reporting, income/expenditure transactions etc.

    29 votes

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  2. 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 reports

    etc etc.

    156 votes

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  3. At the moment when one staff member accesses notifications on the main Xero dashboard and actions it i.e tax code changes the notification will not disappear for all users on the Xero subscription. It would be a good idea that this could disappear for all users once actioned to completion to ensure that work is not duplicated by two or three other staff checking that same notification.

    11 votes

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    0 comments  ·  Payroll  ·  Admin →
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  4. We are seeing more emails that are sent from within Xero being flagged as Spam or put in Quarantine, especially if the recipient is using Outlook 365.

    Xero need to implement DKIM to reduce the number of false positives like this. It's very easy to implement and the benefits to Xero users would be enormous.

    21 votes

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  5. 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.

    173 votes

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     ·  13 comments  ·  Payroll  ·  Admin →
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  6. When you go into a customer and click View recent invoices report, currently it shows a list of all their previous invoices, which is clear and easy to read. When you click on the new report version it shows a list of approved sent and paid invoices for all customers, but only for the current month. This is totally useless as you then have to filter it to the customer, and change the date back far enough to show all the invoices. Can you please change this so it is the same as the old report.

    11 votes

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  7. 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.

    277 votes

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  8. We're currently using xero projects a lot and something that happens fairly regularly is staff posting time entries into finalised periods. I.e. we have run reports and finalised an accounting period and then there have been later changes in those periods in xero projects. It would be good to be able to lock periods in xero projects as we do with financial informtation in xero.

    9 votes

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  9. If a staff member has Manager User access to a client file this doesn’t allow them to add users to a file with Payroll Admin unless they have Payroll Admin permissions.
    It would be good if people are allowed to MANAGE the access without necessarily having themselves.
    Can this idea please get implemented as it will avoid adding administrators with Payroll Admin permissions to our large client list when it isn’t required.

    38 votes

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  10. On the contacts page you can see the bills and the value, it will either appear with the value in the paid column or the due column unless it has been allocated against a credit. Any allocated credit notes and the invoices they have been allocated to appear as £0.00 in the paid and due column. Now as we have to allocate the credits in order to include them in a bulk payment (a completely pointless time consuming exercise still not addressed by XERO! but lets not get side tracked by another basic function missing) the fact the values are…

    7 votes

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  11. New Cash Summary report vs Old: In the new report when you customise the new report to adopt the "Working Capital with other cash movements" format & report Gross, i.e. with VAT figures, the "Other Cash Movements" in the new version are STILL reported Ex VAT. IN the equivalent Old version, they were termed as "Non operating Movements" and would correctly apper as Gross, i.e. VAT included figures. In the new report instead, VAT on these items is reported as a consolidated item seperately below as "VAT movements". There needs to be a feature to report the above as Gross…

    12 votes

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  12. There should be the ability to select inventory access for users that have invoice only access.

    For example, my office manager handles all the invoicing as well as all of the stock and inventory management. Currently he cannot access inventory to add new items or change pricing without the ability of seeing all of the bank accounts. Second tier management should be able to access invoicing and stock control without seeing critical financials. I suggest that a tab be added to the settings for users to allow inventory to be accessed at the invoice only level user.
    Alternatively, make bank…

    167 votes

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  13. Include Alt+Key options for cursor positioning rather than having to use the mouse or Tab Key. eg Search, Save, Save and continue, Approve, Approve and add, etc

    6 votes

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  14. When looking at a customer's account in Contacts, there should be a spot in the invoices due that shows clearly if there is an unallocated overpayment, prepayment or Credit at a glance.

    There also needs to be a better report just for unallocated Prepayments, Credits and Overpayments.

    I find the Receivable Invoice Summary isn't wait I'm looking for as it doesn't fulfil the job required.

    24 votes

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  15. Need option to display supplier bank details when running the supplier payments bank report. Key for bank approvers to easily verify bank details for supplier payments.

    25 votes

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    See where you're coming from and thanks for the confirmation, Malcolm (I've just slightly adjusted the title here 🙂)

    This isn't something we have planned at present but will get a sense of the appetite here and let you know if there's any change. 

  16. HOLIDAY ACCRUAL SHOULDN'T TAKE A MONTH TO RESET
    We have holiday entitlement to reset on the 1st of April each year, however, the holidays don't reset until the 1st of May and after April's pay run.
    Please vote for all holiday balances to reset on the actual anniversary date.

    19 votes

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    5 comments  ·  Payroll  ·  Admin →
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    Appreciate the idea. 

    To confirm for those in differing regions - Xero Payroll is developed specifically for each region based on local compliance and regulation. 

    It looks like there maybe some in the idea here that are after the same Xerp payroll for AU - you'll find an idea you can join for this across here

  17. Bank Reconciliation suggestions. The ability for Xero to identify a name within a customer contact and match it to the name on the bank feed and suggest this as a match. for example John Smith is the contact for ABC pty ltd. when he makes payment he only references John Smith. Xero will recognise John smith is a contact for ABC pty ltd and suggest their invoice in the bank rec.

    8 votes

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  18. It would streamline workflow if there was a feature that allowed us to store a client's credit card on file and when a single invoice is sent out to the client, the business can charge the card on file.

    In previous invoicing systems, I was able to "store" a client's credit card on file and then invoice and charge the credit card on file. This is an important feature for my business as it removes the burden off my clients for paying the invoice and reduces the amount of follow up on my end for collecting payment.

    7 votes

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  19. Can we please have the ability to see if a note has been added to a document when you are in the Hubdoc APP without having to go into a document.

    The ability to see this is available in the Web version, would be great to see it in the APP as well.

    Thanks

    9 votes

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  20. An automatic monthly payroll tax report would be fantastic. I've noticed Xero cannot do an automatic calculation of Payroll Tax like MYOB can. MYOB allows you to select pay categories (pay items) to exclude and run a monthly payroll tax report.

    36 votes

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     ·  6 comments  ·  Payroll  ·  Admin →
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