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Bank Reconciliation - Save for later option
SAVE FOR LATER section within the Reconcilation page
We should be able to add a transaction to the top of the list to a section that doesnt scroll, another tab or click a button to change its colour to signify it is now in a special section for 'saving for later'.
Sometimes a transaction needs looking into further and when doing recon you might end up with half a dozen of these, it would be really handy to be able to group them at the top of page or turn them a different colour so that when continuing on they are out of the way and you know you can ignore them for a little while, instead of scrolling through all of the transactions to get to the next transaction that you CAN actually complete.
If you were to put these in a tab of their own, reminders would need to be present on the currently viewed page to let us know that recon cant be completed until those grouped 'saved for later' transactions are completed (would just need to be a brightly coloured button somewhere on the screen that can be clicked on to take us to the saved for later transactions.
But I think the ability to just change the colour of 'save for later' transactions would be simplist.SAVE FOR LATER section within the Reconcilation page
We should be able to add a transaction to the top of the list to a section that doesnt scroll, another tab or click a button to change its colour to signify it is now in a special section for 'saving for later'.
Sometimes a transaction needs looking into further and when doing recon you might end up with half a dozen of these, it would be really handy to be able to group them at the top of page or turn them a different colour so that when continuing on they…2 votes -
Invoices - Keep Invoices search bar permanently open
Dear Sir/madam,
Is ther a way to have a search bar permanetly open. It disappers every time a change between invoce tabs.
Perhaps it can be one search bar on top of the tabs with a choice of permanently open or closed with option to search invoice status as per tabs.It seems more convenient than clicking search buttom prior search all the time you switch the invoice tabs.
Best regards,
Taisiya7 votes -
AU Payroll - Set organisation defaults for 'hours a full-time employee works in a Weekly pay period'
Many of my clients prefer a 37.5 hour work week (7.5 hours a day) to a 38 hour work week (7.6 hours a day).
I am able to set the leave accruals to a 7.5 hour day but the standard work week in "'Assign default leave types" is always 38 hpw and I have to manually change it to 37.5 to match the leave accrual.
I can remember to do this but many of my clients do their own employee set-up and will not remember to change that 38 hour work week to 37.5 each time they set up a new employee.
Please allow me a company-wide work week setting so I can set a default work week of 37.5 and my clients don't have to remember.
Thanks
KarlaMany of my clients prefer a 37.5 hour work week (7.5 hours a day) to a 38 hour work week (7.6 hours a day).
I am able to set the leave accruals to a 7.5 hour day but the standard work week in "'Assign default leave types" is always 38 hpw and I have to manually change it to 37.5 to match the leave accrual.
I can remember to do this but many of my clients do their own employee set-up and will not remember to change that 38 hour work week to 37.5 each time they set…9 votes -
AU Payroll - Set up birthday and apprenticeship anniversaries reminders in Xero Payroll
It would be very helpful if there were the ability to set up Reminders in Xero Payroll for certain dates such as birthdays and apprenticeship anniversaries so that you would know to change the employee's Pay Rate accordingly.
135 votes -
UK Payroll - Ability to process prior year employment allowance claims through Xero payroll
At the moment this isn't an available feature, and HMRCs basic PAYE tools need to be used. It would be good to see this as an option in Xero.
121 votesHi team, we have an exciting opportunity for a few customers to come meet some of our Xero team who are working hard to improve payroll for you
You'd get a chance to tell us your honest experience with using Xero for payroll, as well as get a tour of the Xero London office!
If this sounds like something you'd be interested in and are available on Monday Sept 30, 1:45 - 3:15pm and could come into our Xero London office, share your details in our form here.
We have a limited number of spots, so sign up as soon as you can.
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AU Payroll - Reports - Sort by First OR Surname
I would like the payroll reports to be able to be sorted by first name or last name. I sue them for a number of reporting requirements with third parties and it would make it so much easier if I was able to do this.
48 votes -
UK Payroll - Better connection between Xero and NEST
Xero and NEST do not always link.
For example a client of mine has a pay date 15th September (pay period 15/08/23-14/08/23). This gets sent to NEST from Xero using a pay reference period 15/09/23-14/10/23. This results in the submission showing in the period following the current period on NEST.
I have spoken to NEST and they advised that Xero is incorrect and need to change the pay reference period to match the pay period so the file is submitted to the correct period within NEST.
Please can this issue be rectified to avoid manual submissions having to be made.
Xero and NEST do not always link.
For example a client of mine has a pay date 15th September (pay period 15/08/23-14/08/23). This gets sent to NEST from Xero using a pay reference period 15/09/23-14/10/23. This results in the submission showing in the period following the current period on NEST.
I have spoken to NEST and they advised that Xero is incorrect and need to change the pay reference period to match the pay period so the file is submitted to the correct period within NEST.
Please can this issue be rectified to avoid manual submissions having to be…
5 votes -
NZ Payroll - Automatically upload recurring jobs
It would be very helpful if we could bulk upload recurring jobs!
We are having to manually add recurring jobs for Annual Returns and this can be time consuming6 votes -
Reporting - COInvest report that captures all info required.
Report that brings together all Subcontractors for end of year TPR
10 votes -
New invoicing - Ability to add Account Code within the invoice
It would be helpful and efficient to be able to make or add an account code straight from the "account code" dropdown in the bill/invoice/journal without needing to go to chart of accounts to make a new one. Currently, users still need to go to the chart and then go back to the bill/invoice/journal but since this refreshes the page, it erases all the data already filled up in the invoice.
21 votesHi team, as mentioned in our last update here our team were looking into improvements.
You may have already noticed but we made a change since this was initially raised so when you select '+ Create new account' at the top of the dropdown list in the Account field, the Chart of Accounts screen will open in a new tab. Fro here you can create the account, and when you return to the invoice, the new account is instantly available for selection.
We are still considering future improvements of enabling account creation directly within new invoicing, so I'll update if there's any news of this to share, here.
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NZ Payroll - Show the "Timesheets to Approve" section in Payroll Overview (NZ)
Show the "Timesheets to Approve" section in Payroll Overview (NZ).
We already have this in Xero AU.6 votes -
Bills List - Add a Description column
How do I adda column showing the "Description" to the columns of Bills...??
5 votesHi all, while we don't have any plans for adding description as a column to the bills list you may find it a bit easier to view the bill details now using the quick view option.
From the list view you'll see an eye icon that allows you view all details of the bill without having to navigate away from the list screen.
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Contacts - Option to exclude contacts from marketing notification
it would be great if there was a tick box for being to select if a contact wants to be excluded from marketing contact. if there was a tick box, it would be handy to be able to generate a report showing those who you can contact and those who have opted out, and being able to export that data to excel. i know xero is a finance platform rather then a direct crm however it just seems that for small businesses especially this would be a great tool and as xero does generate reports and exports to excel anyway i feel this would be good way of tracking this detail.
it would be great if there was a tick box for being to select if a contact wants to be excluded from marketing contact. if there was a tick box, it would be handy to be able to generate a report showing those who you can contact and those who have opted out, and being able to export that data to excel. i know xero is a finance platform rather then a direct crm however it just seems that for small businesses especially this would be a great tool and as xero does generate reports and exports to excel anyway…
5 votes -
Contacts - Generate Statements with different currencies
Right now it's not possible to run the statements for a contact having different currencies. The statements will show the outstanding amount owed according to the default financial setting currency of the contact. It would be nice if we invoice a customer in different currencies to be able to produce one statement showing the balance even if it convert the other currencies to the default currency. Or produce different statements selecting the different currencies each time without having to go change the default currency in the contact each time.
3 votes -
Quotes - Add sales tax lookup tool
The sales tax lookup tool is really nice to have on invoices. That function should be added to quotes. When I'm trying to quote a customer, that isn't an option (sales tax lookup). I have to select a pre-saved tax rate. Seems like it would be easy to add that.
5 votes -
Contacts- Edit a file name
Love the new contact view. It makes it easier to manage the clients.
Is is possible to be able to rename the files in Xero that is linked to a contact?7 votes -
Bills - Automatically calculate Unit Price from a Quantity and Line Total
I have a bill to enter from a supplier with around 40 line items.
The supplier does not list unit prices on their invoice, so i do not have accurate unit prices to enter for each line item to match the line item total.
This means i have to calculate and enter each line item unit price individually in order to match each line item total.
If i could enter the line item total and qty, with xero automatically calculate/enter the unit price, this will make entry of these bills significantly quicker.4 votes -
AU Payroll - Ability to hide Payroll accounts from employees with Standard user permissions
It was bought to my attention after using xero for over 2 years that depending on how you pay your staff using multipayment or individually that when you reconcile if your staff have access to contacts then they will see the payments made.
This is a concern for me that they can see the amounts whether your reconcile as a bulk amount and allocate to them or a generic contact - if you use the cash coding area then xero creates a dummy payee called unknown which again can be seen by your staff with standard access.
They can also see your super outlay as well as your payroll outlay which is really a big issue.
We need to see if xero can lock either certain GL code postings from staff being able to be seen or a permission in the standard role.
It was bought to my attention after using xero for over 2 years that depending on how you pay your staff using multipayment or individually that when you reconcile if your staff have access to contacts then they will see the payments made.
This is a concern for me that they can see the amounts whether your reconcile as a bulk amount and allocate to them or a generic contact - if you use the cash coding area then xero creates a dummy payee called unknown which again can be seen by your staff with standard…
6 votes -
Purchase Orders - Include payment terms
Would be extremely helpful to be able to include the Suppliers Payment Terms as an addtional field on the Purchase Order Template.
12 votes -
AU Payroll - See employment type and typical hours
When I review payroll I want to know if the employee is casual, part-time, full time or contractor.
I want to know the typical hours worked in the payslip cycle so as to determin whether overtime entitlements apply.
3 votes
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