4799 results found
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AU Payroll - Hide employee personal details for payrun
In the age of outsourcing, it is impossible to outsource pay run function to an external service provider (especially if they are based overseas) since they can view employee's personal info such as their Tax File Number, Date of Birth, Bank account Details etc.
Once the subscriber or authorized accountant/bookkeeper has created an employee card, they should be able to restrict the access of outsourced partner to just doing the pay run. The outsourced partner should be able to just view the employee name to do the pay run. This feature should restrict their ability to change bank account details…
2 votes -
Contacts - Auto generate Account Number for a New Contact
When adding a new contact if you use account numbers (which is important to use as a primary key for records) it would be really good if a autogenerated number was assigned as a default (like it does with an invoice number etc.). Currently you have to remember/check what the last account number you've used was.
144 votesHi all, we appreciate this idea has picked up a good amount of interest. This has all been shared with and considered by our product teams.
As the Contacts screen interacts with many other parts of Xero, this work can not commence until the modernisation of other, related systems is complete.
Due to this, we do not expect account numbers to be automatically generated for contacts to be delivered in the coming short-term.
In the meantime however, we're keen to continue collecting feedback and votes on this idea, and we will provide an update here when there's more details to share.
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AU Payroll - Automatically calculate pro-rata salary based on employee's starting date
New Employee start date is part way through a pay week. The New pay run does not recognise the start day and calculates an entire weeks pay.
This requires manual calculation and double check if the pay run has been recalculated. Open to errors and over payment17 votes -
Invoices - Show tracking category on invoice list screen
Invoices list - allow the user to select the invoice fields that they want to see on the Invoices list. Eg. we can search/view by Contact, but not by Tracking Category, which would be very useful.
20 votes -
Purchases - Ability to apply a deposit
Deposits on Sales and Purchases - will this ever be possible in Xero? The workarounds are fine if you have a few deposits to keep track of. But what if you have many? Like my Art Gallery client where most art is sold on a 'layby' system. The layby isn't recorded as a sale until it is fully paid. The customer makes multiple payments. There is no way to directly link the payments to a pending sale. They all coded on-mass into a prepayment liability account. The only way to keep track of payments is a spreadsheet which is time…
3 votes -
Reporting - Show filters applied
When a report filter is selected, the filter should be displayed on the report that is displayed/printed. Eg if you use employee groups and you filter a payroll report by said group, the printed report should display the filter chosen
3 votes -
AU Payroll | Timesheet - Ability to add allowances of other unit types
When operating tracking income and expenses in two areas, payroll allows for the primary tracking category when setting up the employee and the time sheet allows the secondary tracking option to be selected.
Currently the timesheet option only allows for the 'hours worked' to be allocated to the secondary tracking option. Any allowance can only be added at the pay run which means it cannot be added to the secondary tracking category.
Can we have the ability to add allowances as an option in the timesheet?
147 votes -
Account Transaction Report - Add additional custom columns
request for additional columns available in customised account transactions report
only standard columns available, would like to access other options such as unit quantity, unit cost, invoice status, etc.
13 votes -
Reporting - Add Related Account filter to Account Transactions report
For some reason the related account is not available to filter on the Account Transactions Report. Can this please be added?
7 votesHi Esteon, you're right that it's not currently possible to Filter by the Related account column atm. It'd be good to understand what you;re trying to look at when running this report atm.
Rather than filter by related account, could you select the Account that you'd be looking to filter by and then click the Related account header to order the transactions by the account they came from?
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AU Payroll - Ability to reverse pay run
An option to do a reversal of a current pay run as currently there is no option to allow this. I had a pay run today and the client had not let me know that there was a change to their pay run until after it had been lodged with the ATO. I subsequently went to the portal and found that both pay runs had been processed as was out to the actual amount in Xero.
2 votes -
Bills - Show GST/PST amount per tax type/name
Sales Tax lines in Suppliers bills - CAD
When a bill is posted as draft, Xero displays the sales tax based on the percentage of the tax and not the tax type/name. This makes it harder to review and compare and confirm with the supplier's invoice which always displays the federal tax (GST) and provincial tax (PST) in separate lines. It is even more problematic when there are more than one taxable portion in the same invoice (a portion GST and another portion GST/PST). It would be great to show the tax type in the draft mode too.6 votes -
Lock Dates - Option to edit invoices due dates within a locked period
Hi there, it would be great if we were able to edit the due dates of invoices that were created in a now locked period, our business (and I'm sure many others) have invoices with due dates that often change.
We do not need to change anything other than the invoice due dates so if this could be added even as an optional feature for a locked period that would be very useful.
8 votes -
Manual Journal - Add item codes
The ability to use item codes when completing a manual journal.
13 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.
356 votesHi everyone, we thoroughly appreciate your input and letting us know your appetite for being able to set the Reply to address for your Xero organisation, here in the idea. As many will have seen with new invoicing, our team have begun testing and making small change to the send experience. While we've been able to make these changes when developing other areas of Xero, we want to be upfront that we don't have a timeframe of when we'll upgrade the email settings page just yet, but this is something we will get to in time - when we do our team will also review the Reply to address options as part of this. So, though there is no movement to share on this just yet please know we will let you know here as soon as there is.
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New invoicing | Payments - Auto populate FX rates
To have the Xero Fx rate populate automatically, show up as a suggestion, or be able to be selected via drop-down list within the Payments screen when Fx is involved. Currently you have to open a new tab, go to settings/currency, enter you date and then copy/paste the Fx rate.
1 voteHi team, while this isn't in our plans right now, we'll track interest in this here and share if there's any change.
If coming across this idea you feel this'd be useful to you too, make sure to add your vote.
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Quotes- Ability to approve quotes
Hi there,
Most clients cannot accept 'DRAFT' quotes, and not all clients like to be emailed through Xero (how you turn it non-DRAFT currently).
Please can you add the same functionality as an invoice where you can accept, save and export it so we can email non-DRAFT quotes to clients and keep communication on our systems/in the format they like?
THANK YOU
1 vote -
UK Payroll - Notification when leave requests are created for the same date
Flag duplicate leave entries on the same day
We are extracting leave data through API to manage resourcing including leave booked. We have a few cases of employees with duplicate leave on the same day entered and approved in error. It would be great to see a flag or warning pop up to approvers and payroll admins where more than a standard number of hours leave is applied to a given day. The number of hours comprising a working day could ideally be set for each employee.9 votes -
UK Payroll - Holiday Leave Balances
I would like if xero could include and show statutory days in employees overall leave balance.
2 votes -
Chart of Accounts - Multiple Accounts Receivable and Payable
It would be very useful to be able to separate Accounts Receivable and Accounts Payable to classify the contacts between external and internal (intercompany/group). This would assist with the consolidated views for a group of entities.
5 votes -
Budget - Attach file
It would be great to have a background worksheet that you could attach to each budget cell to clarify how the numbers were obtained
4 votes
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