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4612 results found
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User Roles - Allow Invoice Only +Draft users to edit auto-created bills
Our users email received invoices to Xero and then go into the Drafts Folder to check/process the bill - but if we make their Role 'Draft Invoice Only', they can't see the draft orders that the system created from the emails.
This means that the users can't use the auto Bill creation process and have to enter them manually.
4 votes -
Xero Me - Timesheets default start and finish times
Ability for the employee in Xero Me. to be able to create a timesheet template so that they don't have to complete the start, finish and break times for every day every pay period.
40 votesHi community 🙋
Thanks for starting this idea! Did you see last week that our Product Team released an update that helps speed things up on Xero Me Mobile? They’ve enabled the ability to copy previous time entries in start-end timesheets on a per day basis. To do this, enter your time entries as usual for the first day in your timesheet, and then select the “copy from [date]” option when adding a new time entry for a consecutive day.
The team are interested in further exploring improvements in this area, but at this stage there are no firm plans to progress this idea. They’ve got their eyes on the ground though - closely monitoring your ideas, votes and comments. -
Bank Accounts - Set up loan schedule and amortization
I think we should be able to create with a loan schedule with interest rates, term and amortization instead of having to manually enter the transaction.
15 votes -
AU Payroll - Add Award dropdown to the Employment Tab
In the Employee section, under Employment Tab:
Have a section/box for Award - maybe a drop down menu to choose from? There are only 122 Awards and that doesn't change.
(as well as classification box - don't remove that)5 votes -
Project Summary report - "Project to Date" time period option
We often need to generate Project reports for the time period 'Project to Date'.
This isn't an option in the Project Summary report. Can this be built-in as a further standard option?
10 votes -
VAT Return report - Transactions not included
A report showing a summary of transactions not yet included in a VAT return, particularily for late claims
37 votesHI team, our article here will likely help you identify transactions that have not been included in your VAT return.
You can run the Account Transactions report to compare with the Transactions by VAT box tab of your VAT return.
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AU Payroll | Superannuation - Set up auto payment with a credit card
Have automatic superannuation payments be able to be paid via credit card, through xero. Currently there seems to only be the ability to make automatic payment via direct debit but it would be good if it could be made by a credit card.
75 votes -
CIS - Registered users UTR number for verification for partnerships
Include the option to enter the Registered User's UTR number in CIS verifications as well as the Organisations UTR number which will allow partnerships to be verified - HMRC need both to verify a partnership.
29 votes -
UK Payroll | Timesheets - Enter start and finish times on behalf of employee
To be able to enter and start and finish times on the time sheets on Xero me and login for staff, save miscaluculation on hours.
69 votes -
Contacts - Compact view to reduce white space
In the new contact view, everything is spread out, with lots of wasted white space (similar to the bills list without 'compact view' toggled, or the list of repeating bills (which doesn't have the ability to be compact in view). I can deal with the info I need to pick a transaction to open being on complete opposite sides of a widescreen by pulling the contact into a new window and reducing the width of that window until it's readable without excessive twisting of the head (a poor workaround for an ergonomics risk, but it's the only one I could find) but there's more space between the text lines I'm comparing than the text itself takes up. The ideal spacing between lines of text is 130-150% of the height of the font, and Xero has chosen a little over 300%.
It's very pretty, but it's not ergonomic nor user-friendly. There's so much white space that it doesn't meet Web Accessibility guidelines, because Xero has used it to, in effect, separate lines within a paragraph instead of separating paragraphs from each other. It's not prose, it's a table. The data is MEANT to be compared to each other, not separated by what feels like an infinite void - and since we cannot readily adjust the spacing of either columns or lines to meet our personal requirements, it fails at Accessibility there too.
In the new contact view, everything is spread out, with lots of wasted white space (similar to the bills list without 'compact view' toggled, or the list of repeating bills (which doesn't have the ability to be compact in view). I can deal with the info I need to pick a transaction to open being on complete opposite sides of a widescreen by pulling the contact into a new window and reducing the width of that window until it's readable without excessive twisting of the head (a poor workaround for an ergonomics risk, but it's the only one I could…
8 votes -
Reporting - Rollover current/GST account codes to Opening Balance account
Would like to see Current Account codes rollover each year to an Opening Current Account Balance (same with GST codes, Tax codes, HP's, Bank loans) - like P&L items do to Retained Earnings code. And show the Opening Balance on the Trial Balance.
Currently Xero Trial Balance shows Current Account codes (& all of the above codes) with accumulated Opening Balance & current year movement.
However the report formatting in the advisor standard reports appears to be driven off movements in the current year (so we can't journal the closing balances from last year to an opening balance code - because that is considered movement)
Jump forward a few years and these current accounts & GST codes etc will show millions and millions in the YTD column on the Trial Balance as are accumulating - ideally want to see just the movement in each code for the year, with an opening balance - rolled over account for each of these codes.
Report formatting is currently an issue because of how Xero is picking up the eg Current Account/GST codes. If the P&L codes can roll to the Retained Earnings code, could the Current Account codes roll to an Opening Balance code please (likewise with other above codes).
Many thanks :)Would like to see Current Account codes rollover each year to an Opening Current Account Balance (same with GST codes, Tax codes, HP's, Bank loans) - like P&L items do to Retained Earnings code. And show the Opening Balance on the Trial Balance.
Currently Xero Trial Balance shows Current Account codes (& all of the above codes) with accumulated Opening Balance & current year movement.
However the report formatting in the advisor standard reports appears to be driven off movements in the current year (so we can't journal the closing balances from last year to an opening balance code -…9 votes -
AU Payroll - Disable timesheet and leave request notification emails
As an employee, I receive an email every time a leave request was approved.
My boss receives an email every time a leave request is submitted and every time a timesheet is submitted.
It would be great to disable these email notifications10 votes -
Accounting Data - Option to select what to export
General Ledger export from Xero file. Currently when you export the general ledger transactions from Xero and import into MYOB (which we use MYOB AO for our year end Financials) the transactions are the full audit history of the Xero transactions not just what shows in a general ledger report. If transactions have been edited in any way this creates multiple additional entries and reversals to sift through in MYOB. It would be great to have the option to exclude the audit history transactions and just have what shows in the general ledger report.
4 votes -
Projects - Assign bills to closed Projects
As an event company, we often receive bills months after the original project is "complete". I wish I could assign costs to "complete" projects the same way that I can assign invoices to "complete" projects.
38 votesHi Leah, when you've closed/completed a project it is still possible to add Bills and new Expense tasks to it.
From the bill you'll be able to look up and assign lines of your Bill, or within the project you can simply add an expense. The only transactions you can no longer add once closed are Billable expenses, Spend monies and time entries.
Is there a specific reason you need to enter the expense as one of these type of items?
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UK Payroll - Pension file to display gross earnings
PAPDIS file download to include total Gross Salary and not just the Salary with the £520 not pensionable deducted and the pension provider we use (Creative) expects this in their upload. EVery month I have to edit Gross Pensionable Pay for all employees to add the £520 on the PAPDIS CSV I download.
14 votes -
Quotes - Automatically add attachments when emailing
We have to disclose certain information when issuing quotes and it would be very helpful if we could choose a template that automatically adds documents to our quotes as instead we have to; create the quote; process it; go back into the quote; attach the files and then send this out to the client. We only have 1 business manager and this is very time consuming for them as their time could be spent elsewhere.
6 votes -
Projects - Create more tabs for Projects
in Projects, you only have 3 options as tabs, Draft, in progress or closed, it would be great if i could create more tabs. (on proof to customer, waiting on customer artwork, etc)
8 votes -
Reconciliation - Foreign payment from foreign currency (different)
It would be useful to be able to reconcile a payment from one foreign bank account (eg USD) for another foreign currency.
We tend to have predominately USD customers and a lot of EUR suppliers, so we find that quite often we make a payment to our EUR supplier out of our USD bank account.
When reconciling this in the bank we have to post a payment to a manual clearing account to then be able to post the payment to the EUR Supplier account to clear the invoices.
It would be useful if the feature shown when reconciling (show only GBP Items - which is our base currency) were to show all items and Xero would be able to match the payment to the bill using the exchange rates in the system.
It would be useful to be able to reconcile a payment from one foreign bank account (eg USD) for another foreign currency.
We tend to have predominately USD customers and a lot of EUR suppliers, so we find that quite often we make a payment to our EUR supplier out of our USD bank account.
When reconciling this in the bank we have to post a payment to a manual clearing account to then be able to post the payment to the EUR Supplier account to clear the invoices.
It would be useful if the feature shown when reconciling (show…
33 votes -
Xero Me - Change Expense claimant on Xero Me app
Change Expense Claimant in Expense Claims.
I have a delegate who adds most all of my expenses using XeroMe.They are not an employee rather a bookeeper at the accountant. At present using XeroMe all expeneses are created in their name and in Xero, it states them as an Employee and after saving or submitting you cannot change whom it is for.
In Xero on a laptop, you can change who a claim is for, why is this greyed out in XeroMe?
It should be the same.Also, it would be good to enhance Xero, where you can change the submitter if needed to direct funds to the right person.
Hope many people agree, as it seems the Omni-Experience here has been overlooked and does not become mobile first if all receipts should be loaded via a computer. :)
Change Expense Claimant in Expense Claims.
I have a delegate who adds most all of my expenses using XeroMe.They are not an employee rather a bookeeper at the accountant. At present using XeroMe all expeneses are created in their name and in Xero, it states them as an Employee and after saving or submitting you cannot change whom it is for.
In Xero on a laptop, you can change who a claim is for, why is this greyed out in XeroMe?
It should be the same.Also, it would be good to enhance Xero, where you can change the…
2 votes -
UK Payroll - Support for Operational Sick Pay
Give the option of adding company sick pay entitlement, which counts towards sick leave, and then when company sick pay is exhausted, revert to SSP.
8 votes
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