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Reporting - Add Notes to Statement of Cash Flows
Add Notes reference for Statement of Cash Flows for totals.
When preparing financial statements it is not possible to add a Notes reference for total lines. This is extremely frustrating as we normally have a note reconciling the net operating cash flows to the net operating profit. This requires PDF correction after exporting from Xero.Please add functionality to add a Notes reference for total lines in financial statements.
2 votes -
Invoice templates - Ability to show project
Requested that Xero pull the project names to put on invoices. The information is already entered, would be a big time saver to auto-populated to project name on an invoice rather than manually typing it in
12 votes -
Contacts - Import with contact Group
To provide the option to import new contact(s) to an existing group.
Purpose: Users can easily put the imported contacts into the existing group once the file is uploaded into Xero.
116 votes -
Reports - Remove underscores between words on downloaded PDF reports
Hi team
It would be great if you could replace the underscores with spaces when downloading PDF reports from Xero - currently we have to tidy this up before sending reports to clients which takes unnecessary time.4 votes -
Invoice - Ability to have recall/undo sent invoices
It would be a huge benefit to be able to recall an email (with invoice attached) sent in error to the wrong client.
An invoice has now gone to the wrong client and my manager will now have to have an embarrassing conversation with the competitor, due to my mistake.
54 votes -
UK Payroll - Allow Xero users permission to authorise employee timesheets
Allow Xero users permission to authorise employee timesheets. At the moment only the payroll administrator or specific employee has the ability to do this. Payroll permissions under settings/users should be expanded to be more granular, with an option to allow users permission to authorise timesheets. Alternatively, under the employee details in Payroll, an option to select authorised Xero users whom may sign off timesheets for that user.
37 votes -
Payroll: User Roles - Options to give permission to approve/decline leave and read only Payroll reports.
Ability to have more flexible permission in Xero Payroll, especially for read only Payroll reports and to give other users permission to approve/decline leave requests.
Purpose: To have more options and flexibility in assigning users to Xero Payroll.
127 votesHi community, we understand user roles and the permissions a user has across an organisation is important to many businesses. Right now, as some may have seen across other ideas I've updated - we have some research underway to help us better understand where and how we might best tackle the most predominant needs in roles.
To make sure we're getting a good scope across our products - we'd like to offer those interested in roles & permissions for payroll to join the research here. If you'd like to be a part of this, please fill in this short form here ✍️and our team will be in touch over the coming weeks. 🙂
Just to set the expectation, the research and discovery for this project is likely to take a few months. Once outcomes are formed from the research, I'll be able to return and share what the next steps look like. Thanks!
Hi community, we understand user roles and the permissions a user has across an organisation is important to many businesses. Right now, as some may have seen across other ideas I've updated - we have some research underway to help us better understand where and how we might best tackle the most predominant needs in roles.
To make sure we're getting a good scope across our products - we'd like to offer those interested in roles & permissions for payroll to join the research here. If you'd like to be a part of this, please fill in this short form here ✍️and our team will be in touch over the coming weeks. 🙂
Just to set the expectation, the research and discovery for this project is likely to take a few months. Once outcomes are formed from the research, I'll be able to return and share what the next steps…
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AU Payroll - Add birthday notifications for staff
Could we include a notification when a staff member has a birthday? This has multiple benefits including allowing us to check if their award salary or benefits need to change and also be able to congratulate them on their birthday. Surely it wouldn't be a huge change to make but would be a unique and helpful change for many SME as I currently need to create a new Google calendar for staff birthdays, creating additional work especially when we have 50+ staff and low retention in hospitality. Thank you.
90 votesAppreciate the interest through the idea, but want to be open that we don't have any development planned for adding reminders or notification of an employees birth date atm.
I see there are some supporters from NZ and UK in the idea here and wanted to point you across to these specific ideas for each region that I'd encourage adding your support for - Each version of Xero Payroll has been developed specifically for the that regions tax and reporting obligations and this would need to be developed for each version separately. Thanks
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UK Payroll - Coding of Direct Employer NI and Direct Pension costs
In the Payroll software, we can only allocate Direct wages to the cost of sales. Unfortunately, that doesn't include Employer NI nor Employer Pension cost in the cost of sales.
Such coding would be useful, as we now use Birghtpay to do such coding.
Without this feature, the gross profit margin and overheads are incorrect.2 votes -
Timesheets - Location tracking
Location and time tracking, as it stands you can only enter start and finish time. Be good to have a login and logout to track worked hours in real time not just estimating. Location tracking through the timesheet would also help with when switching jobs.
2 votes -
Inventory | Reports - Report that lists item sales and customer name and email address
We need to be able to create a report that lists inventory item sales and includes the customer name AND other customer contact information such as email address or phone number.
There have been occasions where I've needed to contact a large group of customers that have purchased a product from me due to a misprint in a book or an update to a title. At present, the only way I can do this is to export my inventory report and add the contacts manually. Xero Support Specialist - Daniel has confirmed this.
6 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.
28 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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Quotes - Ability to create multi-section quote
Multiple sections in a single quote with their own separate totals.
Purpose: when quoting on similar products with different pricing to present to a client, with their own separate totals. Currently, we have to send a separate quote to the same client which means they're receiving multiple emails from us.
27 votes -
UK Payroll - Allocate Employers NIC cost to more than one account
A number of my client are service businesses and as such all of the payroll costs should be posted either to a Cost of Sale account for Operational staff or Overhead for support staff. I can achieve this for all costs except for Employer NIC cost, which has to be manually moved. It would be beneficial if the NIC could go to an NIC GL dependent upon the type of basic pay chosen.
2 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 - Jan - Apr…
7 votes -
Sales Tax Audit Report - Include Customer Tax ID numbers
VAT reporting in the EU includes ICP reporting for sales to other EU countries (aka pre-Brexit EC Sales reporting). Part of the reporting requirement is to supply the customers VAT number on the ICP return. The customers VAT number is supplied at the time of invoicing and is included on the invoice and in the customer contact details so is an existing field in Xero. To meet the ICP reporting requirements, every invoice is opened manually to find the customers VAT number which is entered against each customer on an export of the Sales Tax Audit Report spreadsheet off Xero, a very time consuming task.
VAT reporting in the EU includes ICP reporting for sales to other EU countries (aka pre-Brexit EC Sales reporting). Part of the reporting requirement is to supply the customers VAT number on the ICP return. The customers VAT number is supplied at the time of invoicing and is included on the invoice and in the customer contact details so is an existing field in Xero. To meet the ICP reporting requirements, every invoice is opened manually to find the customers VAT number which is entered against each customer on an export of the Sales Tax Audit Report spreadsheet off Xero,…
14 votes -
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 -
Sales invoice | Merge - Bring through reference to new invoice
When merging multiple invoices in the new invoice format, need to be able to copy across the reference field to the new invoice.
6 votesTo double check I understand the flow you're using here, Bruce - Would this be when using 'Copy to' to copy multiple invoices to a single new invoice?
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Quotes - Email Quotes into Xero to convert to purchase orders
Just like we can email a bill to Xero for editing and posting. I would like the ability to email a quote to convert it to a purchase order please
3 votes -
Reporting - Non-financial items such as number of invoices
Hi, I was wondering if it is possible to include some non financial data in zero ledgers for reporting?
For Example - I would like to include a 'No. of Transactions' for a period that would not be a financial number (so no balancing required) but, this number would be available to add to reports i.e creating a cost per transaction.
We used to call these 'SKU's' and generally they would Non Financial KPI's like:- production days, FTE's, LTI's or Units produced.
Any help would be great.
Regards Iain Vernon2 votes
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