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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 split the routing…
14 votes -
AU Payroll - Option for Time off in Lieu (TOIL) to be exempt from superannuation
2 TOIL options, TOIL accrued & TOIL Accrued in place of Overtime
We are unable to mark a Time in Lieu Leave pay item as exempt from accruing SGC, which is not how the ATO classifies SGC for TOIL.
We suggest having 2 TOIL categories, so that there is the option for a TOIL where SGC is required to be paid and one wit SGC exempt:- when super is accrued on overtime.
17 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 - 23rd Sep, with pay on…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 not 'Find & Match'? I…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 - Mark P32 as paid
UK Payroll - it would be handy to be able to mark P32 amounts due as paid or dealt with. Just helps to visual see where you are in the list of reports and keep on top of due payments.
8 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…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 others…
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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AU Payroll - Unpaid leave report
When running employee leave transaction reports, it would be good for this report to also include employee unpaid leave, as presently this option is not available. The only way to run an unpaid leave report is to run a leave request report, export and edit as required. We have to submit reports to the ADMS for our apprentice claims, and a report including all leave is required.
89 votes -
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 -
Invoice Payment- Stripe Partial payments
Ability to have partial payments through Stripe.
Purpose: Users can easily set up partial payment in one invoice rather than having to create separate invoices.
172 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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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.
77 votes -
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 -
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…
35 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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