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4744 results found
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AU Payroll - Approve leave request from email
Approve employee leave requests directly from notification email.
As a Leave Approver, I want to be approve or reject leave applications directly from the notification email so that I don't have to continually login.
22 votes -
Xero Analytics | Short-Term Cash Flow - Change payment dates from within Short-Term Cashflow Screen
While reviewing the short-term cash flow report, a client may realise that there is a bottleneck and spread out some bill payments by changing the payment dates. It would be great to be able to do this from within the Short-Term Cashflow (on the same screen that the issue is identified) to see the results immediately and the improvement in cash flow.
8 votes -
Purchases Overview - ALL Unpaid
Make it easier to just see a list of all unpaid bills by having a selection option rather than having to search All and filter by paid date
3 votes -
AU Payroll - Remove terminated employees
Ex Employees older than 5 years cannot be deleted. Data still contains payslips. Old data can be overwritten but payslips remain and employee cannot be deleted because Xero thinks it is in a payrun. This is a cyber security breach as old data of ex employees can still be accessed and cannot be deleted.
1 vote -
Xero Me | Expenses - Add stops for Mileage Reimbursement
Add the ability to add stops to mileage reimbursement. This way a person can add a round trip or add stops between the round trip to collect all mileage for the 1 trip.
15 votesThanks for the idea and adding your interest here, everyone. In lieu of a direct feature to accommodate this atm, you may find duplicating the claim to record each part of a trip useful in cutting down the data entry. We'll let you know if there's any change planned here.
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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.7 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.
11 votes -
Quotes - Edit the exchange rate in Quotes
I have found you are able to customise currency rates in Purchase Orders, Invoicing and Bills to pay, however you are unable to amend this in quotes.
Please allow to amend in all modules
2 votes -
Contacts - Preview files for supplier bills
In the activity tab in contacts, it'd be great to be able to have a "files" column just like in the bills section, so that we can preview the invoices to the side rather than having to click into the bill to see the invoice.
3 votes -
Timesheet detail report - Include timesheet notes
When clients use Xero Me they use the notes section on the timesheet to communicate and for some staff advise their managers what tasks they have completed on that day. Xero help confirmed today these notes are no longer visible once the timesheet is approved meaning we have lost visibility of this information. My client is very unhappy that I did not advise them of this issue, unfortunately as this is a new way of completing the timesheets I wasn't aware this was going to happen, previously my clients were sending me a spreadsheet each fortnight and I was manually entering the times. Could we please have the option to print the timesheet detail report to include these notes.
When clients use Xero Me they use the notes section on the timesheet to communicate and for some staff advise their managers what tasks they have completed on that day. Xero help confirmed today these notes are no longer visible once the timesheet is approved meaning we have lost visibility of this information. My client is very unhappy that I did not advise them of this issue, unfortunately as this is a new way of completing the timesheets I wasn't aware this was going to happen, previously my clients were sending me a spreadsheet each fortnight and I was manually…
14 votes -
Projects - Transfer funds from one Project to another
Right now there’s no functionality in Xero Projects to transfer or "reallocate" funds from one Project to another.
As a charity, from time-to-time we need to reallocate funds from one project to another (for example if we have not received enough money to complete a particular project we reallocate the funds assigned to that project to a similar one to honor our donor's preferences).
I have tried looking in Manual Journals but there is no option there either. The only option I can find is to locate each invoice or "receive money" and change the project allocation. This is tedious as each project has many donors.
As a solution, I suggest that "Projects" be added to the Manual Journals, which would allow such transfers to be made (like transferring between tracking categories but for Projects).
Another option is to have a "transfer" or "reassign" button in each "project" that will transfer funds directly from one project to another. For example, transfer from X Project to Y project.A solution to the absense of this feature will be a huge help for all NFP and charity Xero clients and be beneficial for other clients who may have multiple projects for a single customer (i.e. to transfer any surplus funds from a completed project to a new or different project).
Right now there’s no functionality in Xero Projects to transfer or "reallocate" funds from one Project to another.
As a charity, from time-to-time we need to reallocate funds from one project to another (for example if we have not received enough money to complete a particular project we reallocate the funds assigned to that project to a similar one to honor our donor's preferences).
I have tried looking in Manual Journals but there is no option there either. The only option I can find is to locate each invoice or "receive money" and change the project allocation. This is tedious…
6 votes -
Find and Recode - Sort on Find and Recode by description
being able to sort by description on find and recode
126 votes -
Remittance Advice - Include all lines on the bill
Please have all lines be included in a remittance so clients can have full details.
5 votes -
Customer Statement - Send an overdue invoice statement
The option to manually or automatically create an overdue statement for late paying customers
308 votes -
Contacts - Add Preferred name field
Add preferred name option
5 votes -
Cash Coding - Date filter for Cash Coding
Can we add a date filter within the cash coding tab so we are able to only cash code transactions for a particular period?
6 votes -
Xero Me | Timesheets - Ability to choose different earnings rate
Before we had start/stop times, employees were able to add different pay rates (ie Saturday Penalty Rate). It would be excellent if this option could be included with the start/stop time version in Xero Me.
113 votes -
Multicurrency - Make transaction FX rates available to the API
It seems to calculate values (unrealised gains) for international transactions we need exchange rates.
However after retrieving the rates from XE.com, as well as another provider, we are unable to pull the exact FX values used by Xero, which means we cannot recreate the value from Xero reports. This interferes with our ability to automatically reconcile and may cause confusion for accountants if they cross check.
Xero support advised us that they pull live FX rates at 11pm of the timezone of the organisation, however in general it is not possible to pull these live rates historically from XE.com.
We therefore request that the historical table of FX rates used by Xero be exposed to the API so that we can recreate these calculations through API data.
It seems to calculate values (unrealised gains) for international transactions we need exchange rates.
However after retrieving the rates from XE.com, as well as another provider, we are unable to pull the exact FX values used by Xero, which means we cannot recreate the value from Xero reports. This interferes with our ability to automatically reconcile and may cause confusion for accountants if they cross check.
Xero support advised us that they pull live FX rates at 11pm of the timezone of the organisation, however in general it is not possible to pull these live rates…
4 votesHi Brendan, appreciate the detail provided along with your idea here. We have a separate community forum where you can log ideas related to improvements for Xero's API. While they have a few ideas around exchange rates what you've raised doesn't appear to have been requested yet.
We'll close the idea in this forum but you're welcome to copy and paste your detail from this to create a new idea in the forum there where others interested can join and we have experts that can keep you updated of any changes surrounding this. Thanks
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Dashboard - Add a Monthly Average column to the Account Watchlist
having a monthly average additional column option in the account watchlist would be ideal and I would have thought a default setting that most people would want on their account watchlists...
3 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
4 votes
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