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4718 results found
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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
80 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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Profit & Loss report - Filter by project
Project reports are very difficult to follow and understand. The ability to click a transaction and open the source is not possible unlike all standard Xero reports. A Profit and Loss by project is crucial. Project transactions need to be combined into the audit trail so that standard reports can be ran to include project information.
78 votesThanks for your feedback, Karen. 🙏
So others in the forum understanding what they're specifically adding their support for I've adjusted the title to reflect your first idea for filtering the Profit & Loss.
History of project activity is quite a different ask - we have an idea for recording history for all user activity that you may like to support and share in too. 🙂
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NZ Payroll - Generate invoices from pay runs
Automatically generate payment invoices when creating payroll.
The current help article suggests creating spent money entries on the fly when reconciling.
It would be better to be able to generate accurate payment and separate code tax invoices when the payday is filed.
The advantages are that:
- the payment is reconciled to where it is created ensuring it is correct,
- the invoices are easily selectable into batch payments from payable invoices which correctly connects to bank batch payments,
- payments to IRD could be raised to different contacts for each payment type allowing the right references to be attached to payments to IRD.
- contacts and accounts are consistent for the payable invoices,
- At tax time the tax invoices can be easily selected and paid as a batch payment,
- Reports correctly show tax liabilities between raising and paying,
- Cashflow analysis system is more accurate.It could be added to the pay employees option drop down as 'generate invoices' or be a setting that allows these to be created automatically when the payroll is filed. While you are at it you could do the same thing for the GST payments.
Automatically generate payment invoices when creating payroll.
The current help article suggests creating spent money entries on the fly when reconciling.
It would be better to be able to generate accurate payment and separate code tax invoices when the payday is filed.
The advantages are that:
- the payment is reconciled to where it is created ensuring it is correct,
- the invoices are easily selectable into batch payments from payable invoices which correctly connects to bank batch payments,
- payments to IRD could be raised to different contacts for each payment type allowing the right references to be attached…4 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 -
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 -
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 -
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 -
UK CIS - Audit history of emails sent out from CIS Contractor
It would be really useful to be able to view the email content/date/time/recipient, etc of the emails sent to CIS Subcontractors when we send the monthly CIS Statements via Xero to them.
16 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.
39 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. -
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 -
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 -
Xero Expenses - Customise the bill reference field
Expenses module: We want the ability to customise the Expenses Claim Reference.
All expenses under the Reference are set as "Expense Claims," which makes it impossible to search specific claims/events or others. Can this not be customised within the expenses Module ?
The recommendation from Xero is to revert to manual expenses, which defeats the objective of paying for the Expenses module. Any chance this can be added or will we need to remove the feature as there is no point paying for something we need to do manually?
14 votes -
Expense report - Ability to export with attached files
I need the ability to be able to print an expense report to provide to a client that includes all of the supporting documentation. All of the receipts are captured via Xero Expenses app but I can't print a report that includes them. To provide that information to my client...I had to screen shot every receipt and them insert them into a Word document. This isn't a workable solution. Please add this report.
20 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
36 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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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.
56 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 my…17 votes -
Fixed Assets - Group columns in schedule together
Fixed asset schedules are pretty standard and the information we need to include is pretty standard.
The current functionality in Xero does not allow columns to be group together so we get a fixed asset schedule report with a lot of columns that is quite wide and squished up.
This idea is to add functionality to allow columns to be added together i.e. additions and disposals, depreciation rate and method, to condense the report and allow a more polished version to be created for included within annual financial statements.
8 votes
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