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4659 results found
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Expenses: Option to disable mileage claims
Turn off the mileage claims option in the Expense Settings .. currently one cannot do this ... we have never used this option, and it's a pain when we use the Xero expenses app as it adds another layer to inputting an expense.
14 votes -
AU Payroll - Shearers tax scale
Currently you are able to select the tax scale Horticultural/Shearers but there is no default tax rate attached. Apparently if employee falls under this scale you need to select for reporting to ATO which means you have to then manually calculate tax when you do the pays which is not possible if you have multiple employees knowing which employee wants what rate as they all do not use the default. This also leads to errors if not picked up it doesnt calculate automatically. May I suggest that we urgently attention to have the default ATO tax scale rate included with the option of selecting withholding variation (yes/no) allowing the ability to enter a varied rate which is then picked up for each individual employee and calculcated correctly. The need for answering tax free threshold is then redundant also in this case and should be greyed out. This is a critical upgrade needed now. otherwise we have no option than to revert to just using withholding variation instead of marking employee as shearer.
Currently you are able to select the tax scale Horticultural/Shearers but there is no default tax rate attached. Apparently if employee falls under this scale you need to select for reporting to ATO which means you have to then manually calculate tax when you do the pays which is not possible if you have multiple employees knowing which employee wants what rate as they all do not use the default. This also leads to errors if not picked up it doesnt calculate automatically. May I suggest that we urgently attention to have…
19 votes -
AU Payroll - Option to enter withholding tax variation as an additional percentage
The witholding variation should be on top of the existing PAYG calculation not overrides it, as it currently does. If an employee completes a MyGov employee Tax Form and notes they want an additional % amount variation withheld - it should be on top of their existing PAYG tax, not instead of it. There is no other option to put in a percentage amount in XERO.
Or allow the upward variation amount to be a percentage amount - not just a fixed amount.
The screenshot attached shows this employee should be paying tax on the full amount (no threshold claimed) but the pay run only calculated a total of 10% tax.
The witholding variation should be on top of the existing PAYG calculation not overrides it, as it currently does. If an employee completes a MyGov employee Tax Form and notes they want an additional % amount variation withheld - it should be on top of their existing PAYG tax, not instead of it. There is no other option to put in a percentage amount in XERO.
Or allow the upward variation amount to be a percentage amount - not just a fixed amount.
The screenshot attached shows this employee should be paying tax on the full amount…
42 votes -
UK Payroll - Report that shows all employee's current Hourly Rates
In Sage, we used to be able to run a report that allowed us to export all our employees hourly rates, so yearly pay rises were easy to plan from.
There isn't a way to do this in Xero - so my suggestion is to have a payroll report, similar to the employee details report, that allows you to see all employees hourly rates.10 votes -
Payments - Future dated remittance
Be able to send a remittance for a future payment. Currently you can only send remittances a day after the payment has been made when the bank feed has been updated. We have suppliers who wont process our payments without a remittance meaning we run the risk of our account being stopped or alternatively we have to generate a remittance using word which is just duplicating work.
You should be able to generate a remittance for any payment set up and not have to wait 24 hours after the payment is released form the bank account.
Be able to send a remittance for a future payment. Currently you can only send remittances a day after the payment has been made when the bank feed has been updated. We have suppliers who wont process our payments without a remittance meaning we run the risk of our account being stopped or alternatively we have to generate a remittance using word which is just duplicating work.
You should be able to generate a remittance for any payment set up and not have to wait 24 hours after the payment is released form the bank…
12 votes -
Sales invoice - Convert base currency invoice to foreign currency
It would be great if there was a feature to display conversion details for invoices that are entered in the base currency. ie - your base currency is GDP and it shows the conversion rate in EUR
20 votes -
Xero Expenses - Combine Expenses into a single claim
Currently Xero Expenses creates a single expense claim for each individual item.
Normal practice for an expense claim is it contains multiple lines (different expenses), such as parking, a restaurant bill and a hotel.I would like to have the ability to group individual expense lines into one expense claim.
I would then have a single bill to pay (an expense claim with multiple lines) appear in my Bills to pay, rather than one for each line.
109 votesWe appreciate the support in being able to combine multiple expenses, here.
At present, this isn't something we have planned, but we'll continue to keep a pulse on the interest for this here.
Currently, from the web there is an option to 'Approve all' expenses for a single employee. 🙂
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UK Payroll - Automatically assign employee number when bulk importing new employees
There is a new feature on Xero Payroll that creates employee numbers automatically on employee creation. A great new feature, it gets my vote. It would be good if this worked for bulk import, e.g. by setting the employee number field in the import as blank. (When I tried this it didn't work).
3 votes -
AU Payroll | Employee - Field for Employee Number
Include a new field in Payroll Employee data with employee number. Employees will have a unique identifier in Xero. For any new employees, Xero will generate a unique number.
65 votes -
Contacts - Smart list outstanding more than 90 days
Contacts - Smart List add outstanding more than 90 days.
1 vote -
Projects - Allocate recurring bills to a project on set up
Allocation to Projects
Can a feature please be added where a recurring bill is allocated to a project on set up? At present this can only be done manually after the recurring transaction has been created. We have over 100 recurring bills per month where we'll have to do this manually month-on-month in perpetuity.
8 votes -
Search - Show "description" column in search results
We use the search facility when trying to locate a previous invoice from a customer but the search doesn't show a summary of the items ordered (the "description" column) so could you perhaps add the "description" column listing into the search results when the down arrow is pressed that currently only shows the date and payment total. We find we need to go through so many invoices just to find the one which has a certain "product" customer ordered.
52 votes -
Management report - Full Year forecast Report
In the old Xero reports as part of the management report, it was possible to run a report that showed month by month actuals for the FY to date then the budget month by the month for the rest of the financial year to give a full year forecast.
However, in the new Xero reports, this functionality has gone. Try and write my own report but the dates don't update automatically regardless of the reporting date you select (as confirmed by a Xero specialist)
So I can write a report that shows 4 columns - Jan - Apr actuals, then May - December budget and a total. BUT this can be run each month unless I re-write the report.
This is a fundamental report for businesses looking ahead and needs to be replicated in the new reports.
In the old Xero reports as part of the management report, it was possible to run a report that showed month by month actuals for the FY to date then the budget month by the month for the rest of the financial year to give a full year forecast.
However, in the new Xero reports, this functionality has gone. Try and write my own report but the dates don't update automatically regardless of the reporting date you select (as confirmed by a Xero specialist)
So I can write a report that shows 4 columns -…
8 votes -
Contacts - Add 'invoice description' to Supplier & Customer activity feed
I would like to ask if there is a possibility of having on suppliers' and customers' activity bar (please see attached screenshot, what I mean) and one more column - bill/invoice description? I used to work with QuickBooks, and they had this feature, which was very helpful.
8 votes -
Remittance Advice on Spend Money
Ability to send remittance advice for bills not paid via Xero. So I am able to send remittance on “spend money” transactions.
30 votesIf the payment is occurring at a different time to the transaction being entered is there a reason why the transaction is not being recorded as a bill, Anne-Marie?
There are lots of efficiencies in how bills can now be created in Xero without much manual intervention so would be good to understand more of the detail behind your business needs, here.
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Cash Coding - Include columns for all statement line information
Can we please view more than the current bank statement lines in cash coding?
At the moment you can only view 4 bank statement lines in the cash coding tab. Date, Payee, Reference & Description.
We have found that sometimes we have clients using the Analysis Code, particulars or Code to reference details for the bank payment so when these come through to cash coding the view only items are all blank.4 votes -
Xero files - QR code to allow vendor to email cash purchase receipts to Xero
Say I go to a supplier and make a cash purchase. I use my debit card and then walk out with goods and a receipt. Scanning the receipt to Xero and coding the purchase if easy but I am pretty slack and normally lose the receipt before I get to scan it. What say, the vendor scans a QR code that I carry containing my email/Xero info and this allows the vendor's system to email me the purchase document. No paper and I can code the purchase when I am at my PC later in the day. Also means I am more likely to remember to charge the client if it is an item for a specific job. There will be other ways to do this without the need for a paper receipt from a cash purchase, this is just how I imagine it working.
Say I go to a supplier and make a cash purchase. I use my debit card and then walk out with goods and a receipt. Scanning the receipt to Xero and coding the purchase if easy but I am pretty slack and normally lose the receipt before I get to scan it. What say, the vendor scans a QR code that I carry containing my email/Xero info and this allows the vendor's system to email me the purchase document. No paper and I can code the purchase when I am at my PC later in the day. Also means I…
1 vote -
UK Payroll - Ability to Edit the Payslip Layout
It would help employees to understand their payslips if we could choose the order that pay elements appear on the payslips
8 votes -
Transactions report - all info in one line per transaction (not a second PST line)
Report for "Account Transactions" should only produce one line per transaction.
Currently, the report splits off a separate line for the PST component of each transaction, adding "- PST" in the description and to the contact name, and pulls the PST amount out of "Gross".
I need an account transaction report that includes GST, PST and the unit price in "gross" on a single line per transaction. These gross values will match the bank statement, and have the description/reference/contact and the account(s) the transaction was coded to.
The easiest approach is to have additional columns to select from, and (critically) only one line per transaction. Columns could be: "Gross", "PST", "GST", "Net" ... so if a purchase was made on $100 with 5% GST and 7% PST, the line would look like:
Date / Purchased Item / $112 Gross / $7 PST / $5 GST / $100 Net / Description / Contact / etc.
Currently, to get that kind of report, I need to export a CSV and use spreadsheet magic to isolate out the PST lines, and then add the PST back into the "gross"!
Report for "Account Transactions" should only produce one line per transaction.
Currently, the report splits off a separate line for the PST component of each transaction, adding "- PST" in the description and to the contact name, and pulls the PST amount out of "Gross".
I need an account transaction report that includes GST, PST and the unit price in "gross" on a single line per transaction. These gross values will match the bank statement, and have the description/reference/contact and the account(s) the transaction was coded to.
The easiest approach is to have additional columns to select from, and (critically)…
2 votes -
Email to Bills - Ability to email CSV files as well as PDF
Presently, to create a draft bill in Xero from a bill that has been received in the csv format, the csv bill has to be imported manually. It would be easier to be able to email the csv bill to the unique bills email address and have a draft bill created in Xero.
4 votesHi team, while not a direct solve for CSV file types as asked for here, I wanted to quickly share on the recent uploads feature we've released in bills.
You can now simply select your files or drag & drop them, and Xero will automatically create draft bills with key details pre-filled and the original document attached ready for approval. 🙂
We don't have any direct plans on expanding our supported file types at this time, but we'll continue to track the interest ans share if there are any changes planned for this. Thanks
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