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4653 results found
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Business Snapshot - Include budget amount
Hi Team- it would be a great idea to include the budget amount in the Business Snapshot so that we can have a one view on the actual against last year against budget,
4 votes -
Payroll UK - Support for Plan 1 and Plan 2 student loans concurrently
Payroll UK Student Loans
Some employees can have Plan 1 and 2 at the same time. At present Xero payroll can only deal with 1 plan. The option should exist for an employee to select more than 1 Plan and the correct deductions be made.
This is how repayments are allocated between Plan 1 and Plan 2 loans
For the 2023/24 tax year the repayment thresholds are as follows:
• Plan 1 loans: £22,015
• Plan 2 loans: £27,295
If you earn below £22,015 you will make no loan repayments.
If you earn between £22,015 and £27,295 you will make Plan 1 loan repayments only.
If you earn over £27,295 you will make repayments which will be spread across both your Plan 1 and Plan 2 loans. This means that repayments calculated on income between £22,015 and £27,295 will be allocated against your Plan 1 loan and repayments calculated on your income above £27,295 will be allocated against your Plan 2 loan.It's important that Xero Payroll can deal with this scenario.
Payroll UK Student Loans
Some employees can have Plan 1 and 2 at the same time. At present Xero payroll can only deal with 1 plan. The option should exist for an employee to select more than 1 Plan and the correct deductions be made.
This is how repayments are allocated between Plan 1 and Plan 2 loans
For the 2023/24 tax year the repayment thresholds are as follows:
• Plan 1 loans: £22,015
• Plan 2 loans: £27,295
If you earn below £22,015 you will make no loan repayments.
If you earn…9 votes -
Invoicing - Auto updating your quote or invoice while working on it.
Send quotes and invoices via WhatsApp.
4 votes -
Inventory - Automatically change Description, Price etc when the Item Code is changed
It makes no sense to always automatically change the description, price etc when the inventory code is changed.
Make this "feature/bug!" optional, very simple to implement and makes XERO more flexible.
1 voteHi David, could you provide a bit more detail of where you're finding this behaviour? It might even be best to raise this with our specialists at Xero Support who can get a closer look in.
Editing an inventory items Item Code can be done independently so you shouldn't have to update the description or price.
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Bank Reconciliation: Add the ability to search by contact account number when matching transactions
Bank Reconciliation - Match Does Not Work with Contact Account Numbers
The ability to search by contact account numbers when matching bank transactions is essential as most deposits on the bank statements are referenced with the client/customer account number only. The bank reconciliation ignores contact account numbers in totality.
45 votes -
Branding - Add Tracking Categories to Invoice Template
Adding tracking categories to a sales invoice template.
68 votes -
AU Payroll - Attach files to leave requests
Hi.
When people put in a personal leave form, can you please add an attachment button, so that a medical certificate can be added.
In Xero Me & Xero.
Thanks53 votes -
User Role - Reconcile without access to approve invoices
Being able to customize each user role is quite important as every person in every company does something different. Giving them access to systems they shouldn't have because the User Role they need to do their job allows them access to these other areas is a security risk in general.
Putting in Custom Roles will also allow companies to adjust the Users to their Company Policies for controls.
This is the main reason I am posting this, as we are soon bringing on a new junior accountant where I will need to give them "approval" rights for Invoicing and a few other things in order to perform bank reconciliations. This is going to end with a lot of "Approved" invoices skipping over the controller which is offside from the controls and I cannot find a way around this.
Being able to customize each user role is quite important as every person in every company does something different. Giving them access to systems they shouldn't have because the User Role they need to do their job allows them access to these other areas is a security risk in general.
Putting in Custom Roles will also allow companies to adjust the Users to their Company Policies for controls.
This is the main reason I am posting this, as we are soon bringing on a new junior accountant where I will need to give them "approval" rights for Invoicing…
76 votesAppreciate the idea here - Being transparent, developing granular permissions or roles for every feature and action throughout Xero is not in our plans.
Understanding more of the permission sets majority of users need, will help understand where the biggest impact could be made.
I've slightly adjusted the title to suit the needs of the role you mentioned. We'll get a sense of others that'd like this too.
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Batch payments - Support for NACHA file format
We desperately need NACHA file format for batch payments export file in the USA. This is the Australian ABA equivalent. Second option to that is a CSV file in a format that is accepted by US banks - the current format is not acceptable by their systems, unless we laboriously spend time making adjustments to each payment file in excel before loading it in, and even then it's barely acceptable and prone to human error, which is unacceptable from a control perspective.
No matter which US Bank we use, the CSV file export from Xero does not split the routing and account in two columns, despite it being already split in two fields in the contact form. All banks require this split it and won't validate the account number without the split. Most banks also require some other fields that Xero doesn't export (customizable CSV here would be ideal). I imagine it wouldn't be too much to dev on Xero's end.
More importantly, an export from Xero in Nacha file format (txt) would be the main thing we all need. Given the Aus version of Xero already has this equivalent in an ABA file, I can't see that a NACHA file would be that hard to dev out on the US side for Xero either. But then, I am no developer!
We desperately need NACHA file format for batch payments export file in the USA. This is the Australian ABA equivalent. Second option to that is a CSV file in a format that is accepted by US banks - the current format is not acceptable by their systems, unless we laboriously spend time making adjustments to each payment file in excel before loading it in, and even then it's barely acceptable and prone to human error, which is unacceptable from a control perspective.
No matter which US Bank we use, the CSV file export from Xero does not…
14 votes -
UK Payroll - Add pay reference period calendar for Nest pension
Not sure about other pensions, but when using NEST, Xero doesn't currently link up how you would like it to.
Whether you pay staff monthly or weekly, you are bound to have a cut off date for calculating hours which is before the date you send payment to employees.
The info that gets shared when filing the pension records is the "payment date". This physical date falls under the following pay period meaning when the info is transferred to NEST it comes up as the wrong period.
For example:
(monthly pay) 24th Aug - 23rd Sep, with pay on 30th Sep. shows up on NEST as the period 24th Sep - 23rd Oct
(weekly pay) M-F1st-5th with pay day on 12th (following Friday) will show up on NEST as the period M-F 8th-12thMy proposal is simple, in "payroll settings"->"Calendars" tab... Xero should create a separate Calendar here to link with Pensions, lets say its called "pension date" and allows you to choose the "end date of pay period" so that this can be the date used when the pension data is filed,
in the examples above the date would be set as (monthly)- 23rd Sep (weekly)- 5th
then the "payment date" can then carry on be used as its named purpose, for the HMRC and staff to know when they are paid.
Not sure about other pensions, but when using NEST, Xero doesn't currently link up how you would like it to.
Whether you pay staff monthly or weekly, you are bound to have a cut off date for calculating hours which is before the date you send payment to employees.
The info that gets shared when filing the pension records is the "payment date". This physical date falls under the following pay period meaning when the info is transferred to NEST it comes up as the wrong period.
For example:
(monthly pay) 24th Aug -…6 votes -
Bank Reconciliation - Optimise mobile browser experience for 'Find & Match'
I occasionally log in on mobile to reconcile my bank feeds, via my browser (Firefox, but the problem existed on Chrome as well when I used that). Whenever you reconcile a payment and the auto-focus moves to the next payment, if there's not an invoice suggestion for the amount, the page zooms directly to entering 'Name of the contact' taking up the whole screen. You have to then pinch the whole view repeatedly to zoom out enough to see the option for 'Find & Match'.
Why would manually entering a name be the default, and not 'Find & Match'? I would assume most of your customers are receiving payments on either existing invoices or deposits on quotes, not random payments for which you have to enter all the details?I occasionally log in on mobile to reconcile my bank feeds, via my browser (Firefox, but the problem existed on Chrome as well when I used that). Whenever you reconcile a payment and the auto-focus moves to the next payment, if there's not an invoice suggestion for the amount, the page zooms directly to entering 'Name of the contact' taking up the whole screen. You have to then pinch the whole view repeatedly to zoom out enough to see the option for 'Find & Match'.
Why would manually entering a name be the default, and…2 votesHi Laine, it sounds like you're using a browser from your mobile device here. Did you know that you can now use Find and Match on the Xero Accounting app? As the apps are optimised for use on a mobile device this maybe a solution to the issue faced.
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UK Payroll: Pay apprenticeship levy through Xero
I have a client that needs to apply the Apprenticeship levy and this is not available on Xero Payroll as this is normally a function for large companies and not small companies that Xero are focusing on. This is a small company, but do form part of a large UK group therefore are sucked into reporting this to HMRC. Can this function be integrated into Xero payroll to be switched on when needed? I am sure it won't be a large effort for the Support Team at Xero. More and more clients are using Xero including larger companies and this will aid future clients to join Xero. I recommend Xero to everyone, small and large companies as the addons make all functioning well.
Currently the payroll will need to be ran and the client need to download HMRC Basic tools to submit the Apprenticeship levy that is only £261 per month. What a hassle. If your Team can generate a solution within payroll, we would have a happier client.
I have a client that needs to apply the Apprenticeship levy and this is not available on Xero Payroll as this is normally a function for large companies and not small companies that Xero are focusing on. This is a small company, but do form part of a large UK group therefore are sucked into reporting this to HMRC. Can this function be integrated into Xero payroll to be switched on when needed? I am sure it won't be a large effort for the Support Team at Xero. More and more clients are using Xero including larger companies and…
23 votes -
Invoices - Bulk export more than 500 invoices
Hi,
Currently Xero restricts the export of Invoice / Bills to 500 rrecords at a time.We, I am sure like so may other Xero users are a small value per transaction - High Transaction number enviromment and therefore even if one filters on date range for one day, the number of invoices are in excess of 500. This also means that we are unable to append files for one day at a time.
My I request Xero to remove the restriction on the number of records while exporting Invoice / Bills transactions please.
Please keep me posted on the action taken.
Regards,
DeepakHi,
Currently Xero restricts the export of Invoice / Bills to 500 rrecords at a time.We, I am sure like so may other Xero users are a small value per transaction - High Transaction number enviromment and therefore even if one filters on date range for one day, the number of invoices are in excess of 500. This also means that we are unable to append files for one day at a time.
My I request Xero to remove the restriction on the number of records while exporting Invoice / Bills transactions please.
Please keep me posted on the…
11 votes -
Inventory - Record stock when Purchase Order entered
Currently, the stock is not updated until the bill is entered. Many times the deliveries can be part-deliveries or billed on multiple bills. It is impossible to part bill and update the stock for the delivered items
Also, we can get billed before any order is even processed by the supplier. To match the bill with the purchase order, it needs to be entered through the purchase order, which updates the stock before it has even arrived in store.
We need the ability to update the stock record in Xero at the time of delivery, not on billing date.
This also requires the ability to show backorders. Currently, the only workaround is to copy the purchase order to a new PO and remove the delivered items. This is inefficient.
There is currently no way to mark off part deliveries against the purchase order, other than the way I have used tracking categories, however the stock record does not get updated until the whole purchase order is billedCurrently, the stock is not updated until the bill is entered. Many times the deliveries can be part-deliveries or billed on multiple bills. It is impossible to part bill and update the stock for the delivered items
Also, we can get billed before any order is even processed by the supplier. To match the bill with the purchase order, it needs to be entered through the purchase order, which updates the stock before it has even arrived in store.
We need the ability to update the stock record in Xero at the time of delivery, not on billing date.
This…103 votes -
User - Restore deleted user
Once a user is deleted it would be helpful to have a list of deleted users, where you can then restore from if needed.
3 votes -
AU Payroll - Payroll Admin to enter timesheet with start/end/break times on web browser
Payroll admin create timesheets with start/end/break times on web.
5 votes -
Invoices - Ability to show invoice branding theme in Draft list page
Please Please put the option to see what branding theme is on the invoice on the DRAFT invoice page -- If you have 50 invoices in a batch with different themes its a nightmare. And then also Step 2 - PLEASE link the email template automatically to the branding theme. It would make our lives much simpler. We process many invoices in batches with two different themes. Not having the ability to even see the branding on the draft page is crazy. How hard can it be to put that field up as a display item - You have others like reference there ?
Please Please put the option to see what branding theme is on the invoice on the DRAFT invoice page -- If you have 50 invoices in a batch with different themes its a nightmare. And then also Step 2 - PLEASE link the email template automatically to the branding theme. It would make our lives much simpler. We process many invoices in batches with two different themes. Not having the ability to even see the branding on the draft page is crazy. How hard can it be to put that field up as a display item - You have…
7 votesThanks for the detail in your feedback here, Paul.
The second point around being able to link email templates to branding theme is something that's been raised in another idea and would be good to track separately so I've updated the title of your idea here, and encourage you to add your vote and join the other for updates, too!
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Contacts - Add IBAN in account number and Swift in Routing number
There is an issue with the new contact edit settings, we cannot add IBAN in account number and swift in routing numberFinancial details. Since we have vendors globally, not everyone have US routing and acct number only. This needs to be fixed since we are relying on the bank details updated in contact
83 votesThanks everyone, we thoroughly appreciate your feedback on changes when adding or editing a contact.
Since the initial release, our team have made an update and you'll find you can now enter IBAN and SWIFT into account number without it throwing errors.
Currently, if you save information into the account number field it'll spread across the bank account prefix and bank account number fields - The thing to note is that this will not impact processing of batch payments and will be one field when exported for batch payments.
We understand it’s not the perfect solution and are looking at further enhancing this - I'll keep you updated here.
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Invoicing - Add a QR Code to view the invoice online
QR Code on Invoice that goes to same web location as the 'View your Bill Online' link on Invoices.
Currently, a Xero Invoice can have a link displayed for easy/direct payment by customer.
I would like to see the option to include a QR Code, embeded within the EMAIL sent to customers, and on the PDF attached to the Email, that translates to the same link, allowing for easy payment of printed invoices at time of delivery.
Great for 1st time customers, Pay on Delivery or COD customers.
10 votes -
Contact - Ability to block creation of new invoice when invoices overdue
For now there's a option to block issuing invoice for customer which exceed a certain credit limit. Can we have more options to block a customer, like overdue invoices etc.?
12 votesAppreciate there are more settings that you'd like to expand the use of the Credit Limit for, Joyce.
In lieu of change in the direct feature atm, one way to prevent further invoices from being raised for a contact could be to set their limit to the amount of the invoice due which would stop all future invoices for the contact being raised.
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