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Sales Invoices | Awaiting payment list - View Invoice Notes
When on the awaiting payment tab for invoices - having a small notes section visible so you don't have to go in and view each invoice to see if there are any notes. For example if an invoice is dispute and the payment expected date isn't known it would ideal just to see it at a quick glance.
17 votes -
Inventory: Photos for inventory items
Ability to upload pictures for inventory items into Xero.
Purpose: To easily identify each inventory that was inputted in Xero.
162 votes -
UK Payroll - Seperate PAYE within Payroll to support Tronc
In UK hospitality, Tronc (tips) systems require a different PAYE to your normal payroll. It would be very useful if Xero could accommodate more than one Payroll, including PAYE reference and employees could have a job with each.
A pay run should be able to be created with each PAYE separately, and each would have its own coding to the balance sheet. e.g. Net Wages, and Net Wages Tronc are different numbers in COA.
As things stand I've had to create a second company, paying for a payroll which does not integrate into our main company in any way so we don't benefit from any journals or banking integrations.
In UK hospitality, Tronc (tips) systems require a different PAYE to your normal payroll. It would be very useful if Xero could accommodate more than one Payroll, including PAYE reference and employees could have a job with each.
A pay run should be able to be created with each PAYE separately, and each would have its own coding to the balance sheet. e.g. Net Wages, and Net Wages Tronc are different numbers in COA.
As things stand I've had to create a second company, paying for a payroll which does not integrate into…
6 votes -
Xero to Xero - Share invoice reference number
Please add the invoice reference field when sending an invoice from Xero to Xero via a network key.
4 votes -
UK Payroll - Inputting of Sick Leave
When an employee is off sick you should be able to open and input the start date and then save, to input the end date when the employee returns to work.
5 votes -
Profit & Loss report - Show columns for all tracking options (incl. ones with nil balances)
For the new format of the Profit and loss report, only show the tracking categories that actually have a balance. Therefore do not show with nil balance.
Currently have to adjust the report to remove the relevant columns which is time & $.The old version did this automatically!
69 votes -
Contacts - Add fields for Primary/Secondary/Other contacts
PRIMARY & SECONDARY/OTHER CONTACTS
Thanks Grace - it would be great rather than editing and reentering information if there was a field titled "Primary Contact" and Secondary Contact for eg where we could just update that field using a drop-down box as opposed to re-entering customer information. It would definitely save a lot of time. Maybe something to add in the future?
PROCESS
I wanted to confirm that if I follow your instructions where I have 2 parties for eg Primary Contact = Grace Wife and other contact = Tom = Grace's Husband. If I wanted to make Tom = Grace's Husband, the primary contact - ie swap them around I would need to:1) Edit Grace and insert her husband's contact details ie Tom's info from scratch
2) Add Grace and her details as another/supplementary contact from scratch
3) Delete Tom's details under other contacts so he won't receive invoices twice.Is this process correct?
EXISTING INVOICES
Also, I wanted to check that the changes would be reflected in existing draft invoices for the clients or would I need to re-set all these up so that they were address to Tom as the new Primary contact?Thanks Suzanne
PRIMARY & SECONDARY/OTHER CONTACTS
Thanks Grace - it would be great rather than editing and reentering information if there was a field titled "Primary Contact" and Secondary Contact for eg where we could just update that field using a drop-down box as opposed to re-entering customer information. It would definitely save a lot of time. Maybe something to add in the future?
PROCESS
I wanted to confirm that if I follow your instructions where I have 2 parties for eg Primary Contact = Grace Wife and other contact = Tom = Grace's Husband. If I wanted to make Tom =…6 votes -
Xero: Support for SAF-T and SIE files
SIE files and SAF-T files are international standards for electronic exchange of accounting data and should, as soon as possible, be included in Xero as a digital application.
More information about SAF-T (Standard Audit File - Tax Financial):
https://en.wikipedia.org/wiki/SAF-TMore information about SIE
https://en.wikipedia.org/wiki/SIE_(file_format)(I though this features had been lifted before - but didn't get any hit when I searched)
43 votes -
Tax Component Calculation - Xero should be calculating the sum of each tax component rounded for each line item.
Xero calculates tax per line based on the total tax value of all components then rounds this figure. It is later split between tax components.
Xero should be calculating the sum of each tax component rounded for each line item.
Image attached shows how Xero calculates a different value for two equal tax components due to this simplistic method it is using to calculate tax. What is the point in having the ability to set multiple tax components if this is not taken into consideration when calculating the total tax value per item.
2 tax rates, both set at 9% but giving me differing values on the invoice, making this an invalid invoice.
Xero calculates tax per line based on the total tax value of all components then rounds this figure. It is later split between tax components.
Xero should be calculating the sum of each tax component rounded for each line item.
Image attached shows how Xero calculates a different value for two equal tax components due to this simplistic method it is using to calculate tax. What is the point in having the ability to set multiple tax components if this is not taken into consideration when calculating the total tax value per item.
2 tax rates, both set at 9%…
4 votes -
AU Payroll - Add new super funds from employee profile
When adding a new employee record, allow me to 'create new superannuation' during the process of creating their new record. Currently when adding a new employee record, I need to navigate away from the employee record to 'Settings > Payroll Settings > Superannuation' to add a new superannuation relationship. On the new employee record, when the pop up appears for superannuation, if you could add a spot to say 'Create New relationship' or something under the employee record - I'll buy you a beer.
33 votes -
AU Payroll - View Pay Run per Employee
It would be great if there is a way to quickly view all the pay runs for a specific employee, without the need to go through 'Pay employees' under the 'Payroll' section and opening every pay run individually.
2 votes -
Account transaction report | Grouping - Ability to show opening & closing balances
Reporting - Account Transactions - Group by Contact Group - Aged Receivable Transactions
When I run the Account Transactions new report with Grouping as Contact Group, the option to add opening and closing balances is blocked. Is it possible to enable this so that we can use the report in lieu of a monthly activity statement for the Group.
20 votes -
Checks - Bulk upload check
Bulk upload of check data into registers for printing using excel or third party. Not the same as paying via check bill payment.
5 votes -
Chart of Accounts: Ability to merge accounts
I would like to be able to merge accounts (of the same type, ie expenses) to one account when there was two or more of the same account created.
Example: Say you've converted from another accounting system, and there were sub-accounts that are all the same account - that you want to merge into one account. To be able to merge the accounts - without doing a Find and recode.
Or, the client opened another expense account for something, and one already existed... to be able to merge the two would be a quicker solution instead of find and recode.
48 votesHi everyone, while we appreciate the interest in this idea we want to be upfront that there are no plans for adding the ability to merge accounts within the Chart of Accounts right now.
Though noted in the original idea here I wanted to confirm that currently if you have the advisor role in the organisation there is the Find & Recode feature that with careful use could enable you to find and recode all transactions from one account to another so you can move all the transactions into one account before archiving or deleting the accounts you don't need.
Alternatively, while it won't suit all use cases in relation to reporting - In financial reports, where you have multiple related accounts you could edit the layout to group these accounts.
We'll continue to gauge the interest in this idea, and if there is any change we'll share with you all through the idea, here.
Hi everyone, while we appreciate the interest in this idea we want to be upfront that there are no plans for adding the ability to merge accounts within the Chart of Accounts right now.
Though noted in the original idea here I wanted to confirm that currently if you have the advisor role in the organisation there is the Find & Recode feature that with careful use could enable you to find and recode all transactions from one account to another so you can move all the transactions into one account before archiving or deleting the accounts you don't need.
Alternatively, while it won't suit all use cases in relation to reporting - In financial reports, where you have multiple related accounts you could edit the layout to group these accounts.
We'll continue to gauge the interest in this idea, and if there is any change we'll share with…
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Invoice Settings - Ability to create multiple numbering sequences
If a business uses more than one branding theme for their sales documents, a feature to apply a separate automatic numbering sequence to each one would be useful.
73 votes -
Tax - VAT e filling for Netherlands (Belasting over de Toegevoegde Waarde or BTW)
eFiling connection for VAT with Dutch government (belastingdienst). Similar to https://central.xero.com/s/article/Set-up-eFiling-for-VAT-in-Xero which is available for South Africa.
6 votes -
Dashboard - Ability to add sticky notes/notes
To have notes in the Xero Dashboard.
Purpose: Users within the Xero org can leave the notes and easily remind one another.
162 votes -
Bills | Export summary
Ability to export bills with one line per bill showing the Invoice Total rather than showing each line entered for each bill.
10 votesHi Jenny and Michelle, you can run and export the Payable Invoice Summary report to get this information.
If this isn't suitable, could you explain bit more of what you'd like to use this information for? It may help in trying to find a solution that'll work for you both. Thanks
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Report Templates | Copy - Client to practice, or client to client
There are a number of Report Templates available in the Client Reports which once adapted would be good to copy either from one client to another or better still from a Client to the Practice Reports, making them available for all clients and they could then be included in Monthly Management Reports.
Currently you can only copy reports within a client or within the Practice Reports and the facility is not available to copy across from one to another
60 votesHi team, back again to share progress on the idea from my lat update. As mentioned our product team are now in the process of developing a way to make reports that've been customised within a clients org available to include in Adviser packs.
I'll keep you in the loop of this feature and when you can start making use of it, here!
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AU Payroll: Control default 'Timesheet type' for employees
Set the default time method for timesheets.
Allow the payroll admin to set the default method for all employees to capture the timesheet details. EG set all employees to use only the time in and time out method not the hours method.
19 votes
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