4576 results found
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NZ and AU Payroll - Send link for easy onboarding of new employees
Send a link to on board new employees info ie TFN, bank accounts, super account and all personal particulars to get them ready for a pay run.
108 votes -
Lock dates - Ability to edit reference of an invoice in a locked period
Sales Invoices - Ability to edit a purchase order number on approved/sent invoices when accounts period is locked.
Purpose - ease to amend non financial adjusting information.
20 votes -
Repeating Transactions - Customise placeholder format
It would be great if the placeholder format can be customised:
i. with all capital letters
ii. date format "01/01/2023"
iii. with "JAN" instead of "January"
iv. with "23" for 2023
8 votes -
Tracking - Ability to assign tracking to accounts
I would like to assign a tracking code to an account code to avoid having to manually edit every invoice imported from a plug in (in this case Cliniko). Imported volumes are large and it would be so much easier if it was automated.
27 votesWhile not specifically in account codes, it'd be good to know if setting Tracking defaults on Contacts could be useful to you here?
While I'd recommend testing with the demo co. first - Find & Recode could be used to bulk assign tracking to items, post import.
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UK Payroll - Report on employee information
For example, to produce a report showing employee name, job title, start date, current hours and current annual salary for pay award decisions.
59 votes -
Reporting - Balance sheet b/f line for charity accounts where funds span multiple years
Where funds span multiple financial years it would be good to be able to add a brought forward fund balance (balance sheet item) the the P&L fund report (income & expenditure for charities where tracking categories are used for the funds) so that the charity has full visibility of the fund available - last FY brought forward + net amount for this FY = total fund till available
11 votes -
Quotes - Autosave
Hi
Would love to see the autosave available for Quotes. Often my clients are distracted whilst creating Quotes and when they've navigated to another section (rather than opening a new Xero tab), the Quote disappears!
For one of my clients, his quoting is very detailed and this process takes valuable time which he'd rather not have to repeat if the Quote is no longer there.
Invoices are autosaved of course, once a Contact is entered, so I would assume that the same principle could easily be applied to Quotes....
Thanks!38 votesHi team, while we understand the desire for auto-save in quotes here, we want to be open that we don't have plans for changing the current save behaviour for quotes for the time being. While seemingly simple there is a fine balance in creating a save experience that'll suit majority of users. As some may have seen with new invoicing that has auto-save implemented, we've received wide ranging response for this feature, and there is more work needed to fine tune.
To confirm the current experience, when creating quotes in Xero you'll want to select the Save button before navigating elsewhere in your org, or leaving the page to ensure the contents of your quote is saved.
If there are any intentions of changing how save works in quotes, we will surely let you know on the idea here. Thanks
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Reporting - Bring back ability to highlight text in main report area
A while ago before an update, when working on a set of accounts in Blue Xero, there was an option to 'highlight text' from the main screen of the report, but this was changed to make it so you had to go to 'edit layout' in order to be able to highlight text yellow.
It would be so great if we could have this feature back on the main page as it was so much more user friendly. I would suggest in the area next to the bold/italics/underline/bullet points area which is where it used to be.
3 votes -
Dashboard - Option to hide graph for bank accounts
Bank Account Graphs on the Dashboard - I would LOVE to turn these off. They take up space and are of little value.
6 votes -
Contacts - Clickable phone number in contacts
In this day and age why are the phone numbers for contacts not clickable? the code is so simple just add it in.
4 votes -
AU Payroll - Next employee button on employment information screen
Currently we can search employee's data by using the dropdown arrow and selecting a specific employee. Can we also have the option for an arrow which allows us to simply scroll through each employee's record rather than having to use the dropdown option each time
7 votes -
Reports - Add Product Code field to Transactions Report
Please add the Product Code as a reportable field to the Transactions Report (and any report that looks at 'Descriptions'). Any transaction description that is genrated from a 'Prodcut' needs to include the Product code to give an essentail higher layer of analysis - i really dont know how anyone can drill down into their Sales data without it? It must be a tick box to add as it will be in the same table that the description comes from. Please just add it or offer a custom report building service.
5 votes -
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 -
Projects: Default markup in projects
There is currently no way of putting a default mark-up on supplier invoices that are being assigned to projects. Many of my clients have a set mark-up on all invoices, so the means that they are frequently entering the same information. This would be handy to have a default setting (with the options of it being overriden if needed) to stop having to do the same thing over an over.
7 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. -
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…
34 votes -
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 -
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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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
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