- or
No existing idea results
- ~ No ideas found ~
4737 results found
-
Files - Automatically include specific file attachments when sending from Xero
Ability to automatically attach a file to all invoices when users send an email out from Xero.
Purpose: To save time from having to manually attach the files.
231 votes -
AU Payroll - Super Payment Authorisation via Xero Verify
I need to be able to approve super when I am travelling and do not have access to text messages. It is most inflexible that there is only one method for doing this! Can the Xero Verify App not be used for auto super approvals too? Then I only need wifi.
Or, can text be received to whatsapp instead?
7 votes -
Reporting - Automatically update footer page range based on report page numbers
Can we get the report pack to automatically update both the footer and compilation report, based on the page range for the statement of accounting policies and notes to the financial statements. We're currently doing this manually and it leaves room for error.
10 votes -
Contacts - Sort by Contact account number
Sort 'customer or supplier' list by account number from the drop down menu, (not the same as the search function).
The account number field is a unique identifier to any customer or supplier record. Having this function should be a necessity as it is with most other software.
In many cases the account number field is overlooked in Xero from the users point of view, yet it underpins the whole database for many people and connecting software/apps.
In the same vein, the 'date added' drop down, which could be argued as being able to achieve a similar result, in my experience does not return a true result.Sort 'customer or supplier' list by account number from the drop down menu, (not the same as the search function).
The account number field is a unique identifier to any customer or supplier record. Having this function should be a necessity as it is with most other software.
In many cases the account number field is overlooked in Xero from the users point of view, yet it underpins the whole database for many people and connecting software/apps.
In the same vein, the 'date added' drop down, which could be argued as being able to achieve a similar result, in…21 votes -
Bills - Ability to email bills and credit notes, as you can with sales invoices
Need to be able to send credit notes including bill credit notes to customer/ supplier with one click. Equally as important as sending them an invoice/ purchase order.
5 votes -
AU Payroll - Add 'Date of Birth' column to Employee Remuneration Report.
This will allow for easy review of an employee's age alongside their current payrate and adjustment post birthday. Currently, I run two reports, Employee Contact Details and Employee Remuneration Report, export to excel and merge to allow cross reference of all information. The remuneration Report would also benefit from having all wage categories to select if needed, ie: Saturday Rate, Sunday Rate, Public Holiday Rate etc. Negating the need to access each employee pay template to check correct rates have been set up.
4 votes -
AU Payroll - Set Payment Date for Unscheduled pay run
Unscheduled pay run - most of my unscheduled pay runs are paid on the day of creation.
It would be good to be able to change the payment date to the actual date of payment instead of the date selected by the unscheduled pay run.E.g. unscheduled pay run for the week ending 13th Aug has a payment date of 16th Aug yet payment may have been made on 18th Sep.
3 votes -
Bank Feeds - Customise fields in the Account Transactions tab
It would be handy if account transaction list that shows when you click on your bank account could be modified to include / remove different fields so that you can see information that you would like to see when looking at bank transactions without having to create a custom report.
5 votes -
E-Invoicing - Notification when bills have been created
I would like to receive a notification when draft purchase bills are automatically created when using e-invoicing. Otherwise, i wouldn't know it was there to be paid.
13 votes -
Credit notes - Tick box to allocate full amount
Instead of tying in the amounts, what about adding a tick box next to the value where you can select the full amount shown and only if a lesser amount is to be used then have to type in the value.
9 votes -
AU Payroll - Provisions for Annual and Long Service Leave
We need to know how much to provide for on the balance sheet for annual leave and long service leave each month and track these for our financial statements. All the information is available via Xero payroll (leave balances and pay rates for each employee as well as leave accrued and leave taken) but in order to account for this correctly we are expected to export reports and do the calculations ourselves. And we need to maintain external files to reconcile this to each month.
If Xero is offering a payroll and leave tracking function it should ensure the accounting entries for that function are captured correctly. This includes leave expenses and leave provisions / accruals.
ThanksWe need to know how much to provide for on the balance sheet for annual leave and long service leave each month and track these for our financial statements. All the information is available via Xero payroll (leave balances and pay rates for each employee as well as leave accrued and leave taken) but in order to account for this correctly we are expected to export reports and do the calculations ourselves. And we need to maintain external files to reconcile this to each month.
If Xero is offering a payroll and leave tracking function it should ensure the accounting…77 votes -
Sales Invoices - Bulk Delete
It is all too easy to accidentally upload a batch of sales invoices to Xero from the wrong period. It can then take absolutely hours to delete these as Xero does not have the functionality to remove these en masse.
184 votesHi Sarah, when importing invoices to Xero, these should come in as drafts. You can Delete draft invoices in bulk from the Draft List view. 🙂
Would be good to better understand the way invoices are coming into your organisation if there's a step I'm missing here?
-
AU Payroll - New Employee - Online Commencement Forms
Ability to send and generate online commencement forms from Xero Payroll.
Purpose: Employees can complete and submit their own online commencement forms, rather than having to ask the employers to submit it.
251 votesAppreciate your input here, everyone. This is a feature that our team have looked into and would like to develop for AU Payroll, however there are a few other key pieces of work lined up before they get a chance to explore this further.
Rest assured that our eyes are on the ground monitoring your feedback and votes here, so please keep adding them in this thread. If there’s any movement, we’ll make sure to come back and let you all know. -
UK Payroll - Option for employees to add static text when adding timesheets
I would like to know if there is ever going to be an update to Xero me timesheets to allow employees to enter words instead of regular hours in the description box eg. I am a house builder and have about 6 different sites on the go at the same time and I would like to be able to allocate my employees time to which house they were working on so that I can then charge the customer the correct fee. My employees get different rates of pay so not easy to set up using timesheet tracking.
2 votes -
UK Payroll: Calculate gross from net
Looking to move from using Sage payroll where this time saving feature is available when paying net bonuses, it would be great help if this was also available in Xero payroll.
37 votes -
UK Payroll - Stop access to payslips until the date of the pay run
In Xero payroll, when pay runs are posted before the pay date there needs to be a delay in the employees accessing payslips
3 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 -
Dashboard - Flag if there is a Discuss point on a transaction
It would be great if there was some flag/notification visible on the Dashboard, to inform clients that you have raised a Discussion point on a transaction, that they need to address.
8 votes
- Don't see your idea?