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4769 results found
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Bank Feeds - Get daily feeds for weekends and public holidays
Daily Bank feeds from all banks to Xero for the weekends & public holidays now that transactions are done then and it puts our bank rec out.
8 votesHey everyone, thanks for for letting us know that this is important to you. We agree that having an up-to-the-minute view of your bank transactions, every day of the week, helps make managing your finances so much easier.
The great news is that many banks already offer daily feeds that include weekends and public holidays. Since each bank determines the frequency of their feeds, the availability of this can vary.
If you’re with a bank that doesn’t currently send transactions every day, we encourage you to also reach out to them directly to request this from them specifically, and this will help them to inform demand for this.
We’ll keep this idea open for votes and comments to track the demand for this idea in general, and let you know if there are any updates here.
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Reports - display currency symbol
Why doesn't Xero display the currency symbol (like a $) in any of the financial reports like Balance Sheet, Income Statement, etc.? We get only the plain numbers without knowing they are in U.S. dollars (in my case) and make these basic financial reports harder than necessary to read.
19 votes -
Organisation Settings - Allow seperate branch codes for STP and TPAR
Xero provides for only one ATO Branch code to be recorded for an organisation in Settings / Organisation details. Also, Xero does not require a branch code to be recorded for Single Touch Payroll (STP) which would be resulting in a number of cases where the ATO is contacting clients and practitioners regarding incorrect branch codes for STP and requiring correction of STP filings which is time consuming and complex.
Some businesses have different branch codes for different ATO reporting obligations. For example, a business may have a branch number of 001 for Single Touch Payroll but 003 for Taxable Payments Annual Report. I recommend Xero:
- Provide organisations with the ability to record different ATO branch codes for different reporting obligations
- Make it mandatory for STP branch code to be entered when setting up STP
Xero provides for only one ATO Branch code to be recorded for an organisation in Settings / Organisation details. Also, Xero does not require a branch code to be recorded for Single Touch Payroll (STP) which would be resulting in a number of cases where the ATO is contacting clients and practitioners regarding incorrect branch codes for STP and requiring correction of STP filings which is time consuming and complex.
Some businesses have different branch codes for different ATO reporting obligations. For example, a business may have a branch number of 001 for Single Touch Payroll but 003 for Taxable…
14 votes -
Purchase Orders - Don't clear Delivery Instructions field when changing Delivery Address
I sometimes(Often) do not understand Xero's Developers Logic...
Purchase Order - Instructions Field. Can someone explain me why, If I change the "Delivery Address", the form automatically clears the Instruction field we just typed?
I first assumed that it was because I can attach specific instructions for a Delivery address... But I search high and low and I could not find such feature.
Xero, Please BE CONSISTENT.
If there is nothing to fill that Field, Do not erase it just to irritate us.
Better: Add an Instruction field to Contact delivery address. And fill the Purchase order Instruction Field automatically. This would allow us to make sure we are consistent for our customers with comments like: "Truck Lift Gate required." or specific Delivery hours for some vendors...
I sometimes(Often) do not understand Xero's Developers Logic...
Purchase Order - Instructions Field. Can someone explain me why, If I change the "Delivery Address", the form automatically clears the Instruction field we just typed?
I first assumed that it was because I can attach specific instructions for a Delivery address... But I search high and low and I could not find such feature.
Xero, Please BE CONSISTENT.
If there is nothing to fill that Field, Do not erase it just to irritate us.
Better: Add an Instruction field to Contact delivery address. And fill the Purchase order Instruction Field automatically.…
3 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 between £22,015 and £27,295 you will make…10 votes -
Reports - Supplier/customer ledgers showing exact credit/debits
I find it unacceptable that Xero cannot give a report with the exact debits and credits on the supplier / customer account without showing how the allocation was done. If there are 2 invoices of a 1000 and 1 payment was made of 2000 - I want to see it exactly like that on the report and not 1000 allocated to the first invoice and 1000 allocated to the second invoice. This is standard in Pastel.
7 votes -
Invoices/Bills - Separate field for posting date and invoice date
Ability to have separate fields for posting date and invoice date.
Purpose: To make users can ensure the expense is recorded in the appropriate month (posting date), and the due date is properly calculated (invoice date).
225 votesHi community, we appreciate this idea has collected a fair amount of interest which has all been shared with and reviewed by the product team.
While this isn't currently being worked on there are other ideas this team are working on right now, including a bulk void feature and highlighting rows when selected. Although these features are still under development process and we don't have confirmed release dates yet.
With regards to having a separate field for the posting date and invoice date, our team is interested in better understanding this idea as it may be something they look to develop down the track. They really appreciate and encourage you to continue to share your experiences, pain points and insights. This will help them understand how this feature can benefit you and other customers, as well as gauge demand for it.
As always, if there's any change we will let you know via this idea.
Hi community, we appreciate this idea has collected a fair amount of interest which has all been shared with and reviewed by the product team.
While this isn't currently being worked on there are other ideas this team are working on right now, including a bulk void feature and highlighting rows when selected. Although these features are still under development process and we don't have confirmed release dates yet.
With regards to having a separate field for the posting date and invoice date, our team is interested in better understanding this idea as it may be something they look to develop down the track. They really appreciate and encourage you to continue to share your experiences, pain points and insights. This will help them understand how this feature can benefit you and other customers, as well as gauge demand for it.
As always, if there's any change we will…
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User - Bank feed refresh for read only users
We have bureau licences with read only access for clients - however when the bank feed drops they are unable to refresh without upgrading. As they have no other involvement it does not make sense for them to have upgraded access - can we allow them to do this on a slightly improved access level please?
5 votes -
AU Payroll - Type and search in the Employee filter
The current screen and filters for Xero timesheet is not user-friendly. In particular, firstly, it would be great if the Employee Name filter allowed you to type and search. Secondly, if the Employee Name filter could include multiple names that would be useful.
Lastly, not in the filters, but the tick boxes for each timesheet - if the tick box was bigger and next to the line, instead of in the timesheet line this would help. The way it is at the moment, it is too easy to accidentally go into a timesheet instead of ticking it to select for bulk approval.The current screen and filters for Xero timesheet is not user-friendly. In particular, firstly, it would be great if the Employee Name filter allowed you to type and search. Secondly, if the Employee Name filter could include multiple names that would be useful.
Lastly, not in the filters, but the tick boxes for each timesheet - if the tick box was bigger and next to the line, instead of in the timesheet line this would help. The way it is at the moment, it is too easy to accidentally go into a timesheet instead of ticking it to select for…2 votesThanks for raising with us in Product Ideas here, Yana. It helps to have each idea separate so others know what they're adding their vote for and we can share the demand of each back with our product teams. I've slightly amended the title of your idea here to fit your first idea.
In terms of employee selections this is actually already possible - From the timesheets filter just click on the names on the employees you'd like to filter timesheets for.
We don't appear to have an existing idea for your 3rd point, but welcome to start a new idea so we can begin to track interest of this, too.
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AU Payroll - New Employee - Online Commencement Forms
Ability to send and generate online commencement forms from Xero Payroll.
Purpose: Employees can complete and submit their own online commencement forms, rather than having to ask the employers to submit it.
260 votesHi everyone, we're looking into this idea as part of research our teams are doing on managing employees, particularly looking at our customer's experiences onboarding new hires and setting them up in payroll.
Knowing the interest from our community in this here, we wanted to share an opportunity to get involved.
If you'd be willing to take part, our teams will be scheduling sessions which will be about 60 minutes via video call.
You can share your interest by taking a few minutes to fill in this form ✍️ - We really appreciate your time.
Thanks, and I'll make sure to share any outcomes from this discovery back with you all here.
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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,
5 votes -
Profit & Loss - Include bills Awaiting Approval
We always have a significant number of bills "Awaiting Approval". As such our P&L is never accurate and for our large company it is out significantly.
It is the exception and rare that a bill will not be approved (ie didnt receive stock). Therefore the P&L would finally be closest and most accurate if it included "Awaiting Approval"
This should be included. If not then a button should be available so that the company can make this decision themselves and include the "Awaiting Payment" bills.
45 votesHi everyone, we appreciate why some customers would like to have bills that are still in a draft or awaiting approval status included in reporting results.
These transaction types do not impact the general ledger until they are approved within your organisation, which is why they cannot be included in the Profit & Loss report.
Understand that is not within the report that you're asking here, however the Payable Invoice reports (Summary and Detail) can be run to include these transaction types, so you could get a view of the amounts related to these type of transactions.
We want to be upfront that this isn't something we have intentions of developing financial reports to accommodate for in Xero.
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Xero with Stripe: Support for Afterpay payments
Now that Stripe offers Afterpay, it would be helpful to add Afterpay to Xero's native Stripe integration.
49 votesHi team, we're developing more ways to pay with Stripe!
Soon you'll have the option to offer Afterpay as a payment method to your customers which we know is important to all of you who've voted on this idea.
I'll round back to confirm when it's live and more detail of how to do this. 🙂
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Dashboard - Show account watchlist on cash basis
Allow an option for the Account Watchlist to show figures on a cash basis.
Clients are finding recent sales are not showing due to the current accrual basis of the watchlist.
10 votes -
Contacts - Export contact group
Very simple fix. Add 'Group' as a column header on CSV export download of contacts. When I download all the contacts, ive no way of knowing which group they are in, or if they are not in a group.
45 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
8 votes -
Bank Account Changes Report Showing Contact's Name - Downloadable as a PDF
Would like a report showing a list of bank account number changes. This would show original bank account number, new bank account number, contact's name, date the bank account number was amended and who amended the bank account number and to be able to print this as a pdf. This would be of great benefit because of fraud and also our Auditor has asked if we can produce a list of bank account number changes for a selected period.
180 votesHi everyone, while we don't have a direct report for this, some changes we've made to History & Notes in Xero will help in achieving what you're in need of here.
You can run the History & Notes, filtering by Type = Contact and typing 'Bank account number' in the Search to just view results for this action.
If needed you'll be able to export your results to PDF or Excel.
Though the contact name doesn't show on screen, you can right click on the Contact in the report to open the contact's record in a new browser tab, that allows you to inspect details without navigating away from your History & Notes results.
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Sales Invoices - Bulk Delete
It is all too easy to accidentally upload a batch of sales invoices to Xero from the wrong period. It can then take absolutely hours to delete these as Xero does not have the functionality to remove these en masse.
192 votesHi Sarah, when importing invoices to Xero, these should come in as drafts. You can Delete draft invoices in bulk from the Draft List view. 🙂
Would be good to better understand the way invoices are coming into your organisation if there's a step I'm missing here?
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Reporting: Reconciliation Reports - Ability to upload bank/credit card statement
ability to add/upload the bank statement/credit card statement to reconciliation report for future cross checking by accountant
265 votes -
Xero Projects - Charge out Rates by staff member not by Task
It seems like a ridiculous hack to have to duplicate tasks for various staff members or charge out rates. eg TASK1(apprentice), TASK1(trade assistant), TASK1(Tradesman)...TASK2(apprentice) ...and so on.
The inability to organise 'tasks' into groups/ headings within a project is another obvious flaw and means that 'tasks' could functionally only really be used as 'major cost centres' rather than granular tasks, but even at a very top level breakdown, having those 'tasks' would get unwieldy very quickly.
I know that Xero Projects is a light weight add on, but that is also part of its appeal. So many other offerings eg. WorkFlowMAX try to take over the whole management of the business and have certain limitations or lack of flexibility that make them not be a good fit for our business.
For the per user cost of Xero Projects which has a mobile app with a decent enough implementation of timesheets, it seems strange and somewhat illogical to not have the ability to easily on-charge labour at a specified rate or markup.
If labour was treated just like 'expenses' that would make more sense in most cases.
Why should a 'task' have a charge out rate that is unrelated to the labour cost of the staff member performing the task?
If a project is on a fixed price quote then all you need to calculate is the real labour cost of the staff member and if is billed as 'tasks and expenses' as it is referred to in Xero Projects it really should be 'Labour and Expenses' (which is all it is anyway).
For invoicing this could either be added in as a single labour line item against a task as an aggregate amount of the various charge out rates, or it would be useful to have the option to invoice it broken down by staff member.The only decent work around I can think of is to manually enter charge out rates at time of invoicing with the 'Display hourly rate time as: Time entries' option selected...
Each staff member just needs to have an attribute of a 'charge out rate' set up in the same dialog box as their calculated cost/hr. Then that can be used as a selectable option at time of invoicing.
There is no need to even re-think the logic of 'tasks' having a charge out rate, just add this in an an optionIt seems like a ridiculous hack to have to duplicate tasks for various staff members or charge out rates. eg TASK1(apprentice), TASK1(trade assistant), TASK1(Tradesman)...TASK2(apprentice) ...and so on.
The inability to organise 'tasks' into groups/ headings within a project is another obvious flaw and means that 'tasks' could functionally only really be used as 'major cost centres' rather than granular tasks, but even at a very top level breakdown, having those 'tasks' would get unwieldy very quickly.
I know that Xero Projects is a light weight add on, but that is also part of its appeal. So many other offerings eg.…
50 votes
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