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AU Payroll | Reporting - Run by State
a payroll report that can be run by the states that employees are in. It will be great for payroll tax if company employs people across Australia
20 votes -
Contacts - Ability to view contact payment method (e.g active DD form, payment plan, CC)
It would be great if, when viewing a contact, there was a quick 'sign/flag' to show if that contact has an active Direct Debit form.
Currently you have to go to >Settings >Payment Service >GoCardless >edit >Direct Debit Forms
25 votes -
UK Payroll - Ability to send P60's with password protection
P60's should be able to be emailed direct from Xero with password protection, exactly like the payslips
16 votes -
Billable expenses - Visible on Contact and dashboard widget
At the moment, there are two places you can find out if there are billable expenses outstanding for a Contact: at the bottom of the Sales Overview, and in one report.
A total should be visible in the header of Contacts that have had billable expenses assigned to them (including if there's Projects assigned to that Contact with uninvoiced expenses).
There should also be a widget for the dashboard similar to the section at the bottom of the Sales Overview.
These will make it easier to remember to on-bill expenses in a timely fashion.
3 votes -
Email-to-Bill - Record sender's email
When a bill is generated through Email-to-Bill the bill history only says System Generated and 'Received through Email-to-Bill'
It would be much more valuable to see the sender's email here (e.g. 'Received through Email-to-Bill from ***@gmail.com') in case a follow-up is needed4 votes -
Payroll UK - See hourly rate for overtime pay items when employee is on an annual salary
We would definately want to see the hourly rate and hours for overtime for staff on annual salaries.
At the moment the overtime hours are printed but not the rate of pay for the overtime.15 votes -
Cash Coding - Use an 'Unknown' contact if no Payee is entered
Currently, when using the cash coding screen, if you do not allocate a payee a new payee is created for each line item. If there is no Payee the contact should be Unknown otherwise there is too many contacts created for no reason.
3 votes -
Reporting - Show account code on Contact Activity Report
REPORT -From the contact - Bills "Approved & Paid & the "Supplier Bill Activity" Reports would benefit from adding the account code/name
3 votes -
Bank Rules - Bulk edit bank rules to include GST/VAT/TAX
When a client changes from GST registered to no longer GST registered - It would be greatly appreciated if all the rules changed to BAS Exc like it does in Chart of Accounts. Young clients shop everywhere and therefore there are hundreds of rules to edit.
3 votes -
Xero Projects - Create project from accepted quote
Xero Projects seems a bit backwards to me, you create project then can create or link a quote. It would be far better if you could create a a project from an accepted quote.
ie. Quote customer for job > Customer accepts quote > Mark quote as accepted and create project.101 votes -
Contacts - Add EORI number field to contacts
EORI numbers are required for all European customers especially when invoicing/shipping goods. It is an extension of their VAT numbers. Please can XERO create a new field on the contacts for this. We are recording this currently in the new notes or "FAX" number so it shows quickly. Are Fax numbers still necessary?
9 votes -
Journal Report - Link to Manual Journals/Transactions
Add the functionality to be able to open a manual journal or other account transaction from the journal report.
5 votes -
Project - Import Bill of Materials for a project (Inventory items with quantities)
I am trying to add a list of inventory items to a project quickly, to estimate cost, is there an easy way to upload an excel sheet with all the inventory items & quantities?
I need to add multiple items like over 60 each with their own quantity... Can I upload a list? Instead of individual listing?
4 votes -
NZ Payroll: Timesheet summary reports
It would be really helpful if there was a report that showed the actual amount of hours worked per month per individual and as a total. Our company has busy seasons, as well as quiet seasons and having a report like this would help us in planning our staffing situation.
47 votes -
Reporting - Remove the extra FX column between months on the Balance Sheet
The new balance sheet report has introduced a column between every month which contains a flag if there is an item impacted by FX. This now means that when exporting into excel the report now has 24 columns as opposed to 12 previously and the months are not sequential. I like many others use the balance sheet in other tailored reporting and financial models so am now having to delete the blank columns in order for the report to fit into my reporting templates. Why is it necessary to flag on every month that there is a FX implication? An option of running a report without these flags or to revert to the previous format please.
The new balance sheet report has introduced a column between every month which contains a flag if there is an item impacted by FX. This now means that when exporting into excel the report now has 24 columns as opposed to 12 previously and the months are not sequential. I like many others use the balance sheet in other tailored reporting and financial models so am now having to delete the blank columns in order for the report to fit into my reporting templates. Why is it necessary to flag on every month that there is a FX implication? An…
2 votes -
Settings - Set default for 'Show [x] items per page'
Can the items per page be made an updateable default on all tabs? i.e. remember my setting until I change it again. So, on the contacts page I'd like to select 200 per page and have Xero remember that preference until I change it again.
84 votes -
Contacts - Share/update contacts between Xero organisations/subscriptions
I own several different businesses that are set up as separate organizations within xero, but they are all in the same industry and there is quite a bit of crossover of contacts between the businesses. As I understand it currently, each business will have its own unique address book, so if I update John Smith's phone number in Company A, it will not update in Company B. This makes no sense to me. There should be a universal contact book where we can select whether or not we want a company to use that universal set of contacts.
3 votes -
Customer statements - A tick box for when statements have been sent
When a statement is sent to customers it would be great if there was a tick or "sent" next to the customer details in the statements section. At the moment i tick the "send me a copy" box. But i am always having to go back to my emails to check or manually writing down who has been sent statements.
13 votes -
UK Payroll: Send P45s direct from Xero
At the moment, we can only download the P45 and then email to employees by different software. It would be better if we can just email the P45 directly to employees from Xero.
55 votes -
Activity Statement - Filter transactions by Tracking Category
Activity Statement - ability to filter transactions by Tracking Category to check for accurate GST codes. The ability to filter and check GST entered on transactions with Tracking Categories is especially important for NFPs and Charities.
For some organisations, there are specific GST treatments for specific transactions and often these are tracked by the use of Tracking Categories.
Currently in the Activity Statement we can only do a check based on a dump of transactions listed under the tax rate or BAS field tabs, which is cumbersome and clumsy. The current methods available in Xero for auditing and checking GST accuracy, does nothing to help the reviewer accurately and quickly review if GST is correct before submitting the report to the ATO.
Can this area please be reviewed and updated to allow for tax compliance to be met easier and more accurately?
Activity Statement - ability to filter transactions by Tracking Category to check for accurate GST codes. The ability to filter and check GST entered on transactions with Tracking Categories is especially important for NFPs and Charities.
For some organisations, there are specific GST treatments for specific transactions and often these are tracked by the use of Tracking Categories.
Currently in the Activity Statement we can only do a check based on a dump of transactions listed under the tax rate or BAS field tabs, which is cumbersome and clumsy. The current methods available in Xero for auditing and checking GST…
6 votes
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