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4742 results found
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Bank Rules - Bulk edit bank rules to include GST/VAT/TAX
When a client changes from GST registered to no longer GST registered - It would be greatly appreciated if all the rules changed to BAS Exc like it does in Chart of Accounts. Young clients shop everywhere and therefore there are hundreds of rules to edit.
3 votes -
Contacts - Add EORI number field to contacts
EORI numbers are required for all European customers especially when invoicing/shipping goods. It is an extension of their VAT numbers. Please can XERO create a new field on the contacts for this. We are recording this currently in the new notes or "FAX" number so it shows quickly. Are Fax numbers still necessary?
9 votes -
Permissions - User Roles to Submit and Approve Quotes and Purchase Orders
It is really basic, the permission control is not flexible and give more options. How about to give multiple choosing box for permissions. I want to create a user and give him permission to create and print quotations and a purchase order permission to create and submit for approval. Because the purchase approval permission i want to give to the manager levels only.
60 votes -
Journal Report - Link to Manual Journals/Transactions
Add the functionality to be able to open a manual journal or other account transaction from the journal report.
5 votes -
Project - Import Bill of Materials for a project (Inventory items with quantities)
I am trying to add a list of inventory items to a project quickly, to estimate cost, is there an easy way to upload an excel sheet with all the inventory items & quantities?
I need to add multiple items like over 60 each with their own quantity... Can I upload a list? Instead of individual listing?
4 votes -
AU Payroll - Attach files to leave requests
Hi.
When people put in a personal leave form, can you please add an attachment button, so that a medical certificate can be added.
In Xero Me & Xero.
Thanks58 votes -
Reporting - Remove the extra FX column between months on the Balance Sheet
The new balance sheet report has introduced a column between every month which contains a flag if there is an item impacted by FX. This now means that when exporting into excel the report now has 24 columns as opposed to 12 previously and the months are not sequential. I like many others use the balance sheet in other tailored reporting and financial models so am now having to delete the blank columns in order for the report to fit into my reporting templates. Why is it necessary to flag on every month that there is a FX implication? An option of running a report without these flags or to revert to the previous format please.
The new balance sheet report has introduced a column between every month which contains a flag if there is an item impacted by FX. This now means that when exporting into excel the report now has 24 columns as opposed to 12 previously and the months are not sequential. I like many others use the balance sheet in other tailored reporting and financial models so am now having to delete the blank columns in order for the report to fit into my reporting templates. Why is it necessary to flag on every month that there is a FX implication? An…
2 votes -
Contacts - Add notes/categories to contact email addresses
It would be really helpful to be able to add a note/comment next to contact email addresses. Such as "Use if sending a remittance", "Only use for purchase orders" or "Business owner - only email if urgent". These comments could sit under or beside the email address in the contact's edit section so that it doesn't crowd the side bar of information. That way we don't annoy the customer by sending some emails to the wrong account and we also don't need to keep sticky notes for such specific customer details for each of our many clients.
9 votes -
AU Payroll - Employee Payroll Details Report
The report should be able to generate Employee Name (First & Last in separate columns), DOB, TFN, Bank Details provided, Super Funds & Address.
We need various information like from time to time for reporting purposes but we cannot get it without having to click in to every single employees - which is hectic
85 votes -
Contacts - Share/update contacts between Xero organisations/subscriptions
I own several different businesses that are set up as separate organizations within xero, but they are all in the same industry and there is quite a bit of crossover of contacts between the businesses. As I understand it currently, each business will have its own unique address book, so if I update John Smith's phone number in Company A, it will not update in Company B. This makes no sense to me. There should be a universal contact book where we can select whether or not we want a company to use that universal set of contacts.
3 votes -
Customer statements - A tick box for when statements have been sent
When a statement is sent to customers it would be great if there was a tick or "sent" next to the customer details in the statements section. At the moment i tick the "send me a copy" box. But i am always having to go back to my emails to check or manually writing down who has been sent statements.
13 votes -
Activity Statement - Filter transactions by Tracking Category
Activity Statement - ability to filter transactions by Tracking Category to check for accurate GST codes. The ability to filter and check GST entered on transactions with Tracking Categories is especially important for NFPs and Charities.
For some organisations, there are specific GST treatments for specific transactions and often these are tracked by the use of Tracking Categories.
Currently in the Activity Statement we can only do a check based on a dump of transactions listed under the tax rate or BAS field tabs, which is cumbersome and clumsy. The current methods available in Xero for auditing and checking GST accuracy, does nothing to help the reviewer accurately and quickly review if GST is correct before submitting the report to the ATO.
Can this area please be reviewed and updated to allow for tax compliance to be met easier and more accurately?
Activity Statement - ability to filter transactions by Tracking Category to check for accurate GST codes. The ability to filter and check GST entered on transactions with Tracking Categories is especially important for NFPs and Charities.
For some organisations, there are specific GST treatments for specific transactions and often these are tracked by the use of Tracking Categories.
Currently in the Activity Statement we can only do a check based on a dump of transactions listed under the tax rate or BAS field tabs, which is cumbersome and clumsy. The current methods available in Xero for auditing and checking GST…
6 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.
6 votes -
Payroll - Flag negative leave balances
More explicit flagging of a leave application resulting in a negative leave balance.
81 votes -
UK Payroll - Remove past employees from reports
Can you please give the option to inactivate past employees/leavers from payroll summary when doing reports. Every employee we have ever had is coming up on the report each time.
Also how do I set up overtime payments to stay on employee profile instead of using the drop down menu every week.
8 votesThanks for your interest in improvements to payroll reports, everyone. Our product team have eyes on this idea and while there are no immediate plans at this time, we'll update you here if anything changes.
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NZ Payroll - Annual Leave Cash Up to Automatically Roll Into Annual Leave
Can the Annual Leave Cash Up leave type please be automated to roll into Annual Leave once the payrun is posted. It would be a great time saver.
8 votes -
Customer Invoice Report - Ability to view separate columns for Credit Notes and Payment applied to invoices
The existing Customer Invoice Report has a "Paid" column. This column shows the payments allocated to an invoice. This column excludes any credits allocated to the invoice.
The new Receivable Invoice Summary report has a "Payments/Credits" column. This column shows the combined amount of payments AND credits allocated to an invoice.
I need to be able to run a report of invoices that shows ONLY payments allocated to each invoice. This is a crucial need for us. We need to know what amounts on invoices were paid by customers (i.e. payments) and what amounts on invoices were not paid by paid by customers (i.e. credit notes).
Not having this information available will break an essential business process for us. We will not be able to fulfil our contractual requirements to our agents, where we pay them commission based on payments made by our customers (and not on amounts cleared by credit notes).
Please include or add this information to this report.
I've already reported this to Customer Service, and they directed me here.
The existing Customer Invoice Report has a "Paid" column. This column shows the payments allocated to an invoice. This column excludes any credits allocated to the invoice.
The new Receivable Invoice Summary report has a "Payments/Credits" column. This column shows the combined amount of payments AND credits allocated to an invoice.
I need to be able to run a report of invoices that shows ONLY payments allocated to each invoice. This is a crucial need for us. We need to know what amounts on invoices were paid by customers (i.e. payments) and what amounts…
24 votes -
UK Payroll - Calculate leave in days
Create the option to use Days or hours for time off (holidays).
Holidays are often calculated in days or 1/2 days not hours.
Having this option for pay & pay rates would also be helpful and also on payslips65 votes -
Bills - Filter and view bills by tracking category
The ability to filter bills to pay by tracking category and select invoices for batch payments by tracking category to enable businesses with multiple locations/businesses within the one Xero account to manage, approve and pay bills based on the location/business the bill is applicable to.
96 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)6 votes
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