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4711 results found
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Payroll UK - Amend previous RTI submissions
It would be great to be able to change an existing payrun (without using an unscheduled one) and submit an additional FPS relating to that month. Also being able to submit an additional FPS relating to a month that has already been submitted and no changes made, but sometimes HMRC pulls through the data incorrect their end and they need just an additional FPS submitted to pull it through correct but this is not possible currently.
17 votes -
Custom Report - Ability to decide if a formula row or column takes precedent
You can add formula columns and rows to a report, but from what I can tell, the column formula always takes precedent over the row. It would be cool if you choose if you want the row formula to calculate in the column formula column
5 votes -
Advanced Inventory - Assembly Inventory
Ability to have/add assembly inventory in Xero.
Purpose: Users who are selling parts of the whole inventory can easily manage this in Xero.
112 votesHi everyone, thank you for all your valuable insights of how we could improve Xero inventory to suit your business.
Atm, we don't have direct plans for providing capability to track assembly inventory within Xero, however our product team are doing some early testing of concepts for being able to bundle inventory in Xero.
Quite related to your interests here, we wanted to provide you the opportunity to be a part of this,
If you'd be interested in giving some time to share back with our team on their concepts please answer a few questions through our form here.✍️
This will be a limited pool, however we'll be back to share outcomes of this work with you all here.
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Contacts - Option to turn off debtors statements
It would save us so much time if there was an option to turn off debtor statements per contact just like we have the option to turn off invoice reminders. That way when sending statements we can bulk send without having to send them one at a time.
35 votesInteresting idea - we'll continue tracking interest here. 🙂 In the meantime I did want to highlight how you can send multiple statements at once and may help some here.
While it's not possible to set a default for each contact, you can currently send statements to multiple users at once -
From your Contact lists either select all, or just the contacts you'd like, select the 3 menu dots in the top right of the page where you'll see an option to 'Send statements'.
- When clicked this will take you to the statements screen where you can further refine the lists of contacts you'd like to send a statement too
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AU Payroll - Permission - Function to allow leave authorisers to view Leave Calendar
It would be great for those Approving Leave, to also be able to View the Leave Calendar that is currently available to Payroll Admin users in the Overview Window. Those approving leave need to know who else is on leave for the requested period, which we currently replicate in our Email Calendars, however it would be great to take this step out, it will reduce time and eliminate errors.
54 votes -
Receive Money - Ability to assign to a project
User can allocate a Project from spend monies directly from the bank reconciliations, but cannot allocate received monies to a Project?
34 votes -
Projects - Maintain project costing master data
Ability to maintain the project costing master data in XERO instead of having to export out the report and maintaining it outside of XERO.
2 votes -
Files - Drag & drop a file to attach to a transaction
Just like the "Drop or click to upload files" area below this text box, I'd like an area within each transaction that I can use to upload an invoice or receipt. Rather than clicking the add document button and searching through the file hierarchy.
18 votes -
Proforma Invoice - Ability to apply part payments before converting to invoices
Ability to create a separate proforma invoice function which allows you to make part payments against the proforma invoice, before being able to convert it to a sales invoice.
Purpose: Users can easily manage part payments before sending their sales invoices to their contacts.
112 votes -
User Role: Ability for standard users to have access to Uncoded Statement Lines
I would like to recommend that standard access users be able to access a very handy "uncoded statement transaction report" that at this point is only available to the advisers role (usually accountants). I am told for advisers it appears on the front page of bank reconciliation. If it wasn't for chatting to an accountant one day about typing out lists to my clients I wouldn't know about it. I guess you don't know what you don't know. This is an extremely helpful tool when trying to send lists to bookkeeping clients / business partners or employee's when you are chasing backup documentation (invoices/receipts/income info) from. I find it quite illogical that accountants / adviser role are the only one's given this particular report when it is the bookkeeper needing to get all the transactions allocated finalised for them to do their magic. I can't for life of me understand what reason there would be that this report isn't given generic access. At this point I have Advisers/accountants that run this report off when needed but naturally this comes at a cost to the client and a waste of accountants time. For years I have been typing out all the unallocated transactions to send to my clients to chase up and as much as I am a fast typist it's a little frustrating the person that needs to get the information finalised for the accountants doesn't have access to this simple report. I propose that the "Uncoded Statement Transaction Report" be amended to include for standard users. Please vote for this to simplify getting the work done. Appreciate your help. Roz
I would like to recommend that standard access users be able to access a very handy "uncoded statement transaction report" that at this point is only available to the advisers role (usually accountants). I am told for advisers it appears on the front page of bank reconciliation. If it wasn't for chatting to an accountant one day about typing out lists to my clients I wouldn't know about it. I guess you don't know what you don't know. This is an extremely helpful tool when trying to send lists to bookkeeping clients / business partners or employee's when you are…
20 votes -
Financial Accounts - Switch rules effect notes
Would like to see switch rules work in the notes to the financial accounts the same way they work on the balance sheet - allowing for reclassification of accounts with negative balances, for example negative current asset to current liability or negative non-current liability to move to non-current asset.
These issues are particularly acute when an account goes from positive to negative and vice-versa between current year and prior year.
On the basis the switch rule does not operate correctly in the notes to the financial accounts, means that in many cases the switch rule is rendered an unusable feature - as switch rule will work in balance sheet but not in notes to financial accounts.
Would like to see switch rules work in the notes to the financial accounts the same way they work on the balance sheet - allowing for reclassification of accounts with negative balances, for example negative current asset to current liability or negative non-current liability to move to non-current asset.
These issues are particularly acute when an account goes from positive to negative and vice-versa between current year and prior year.
On the basis the switch rule does not operate correctly in the notes to the financial accounts, means that in many cases the switch rule is rendered an unusable feature…
43 votesWe appreciate everyone's input through the survey we shared through our last update here.
Our product team are currently looking at a piece of work that could solve for the needs you've shared here. I'll shift your idea to in discovery and we'll keep you informed of any progress.
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Invoice Reminders - Set up for a Contact group
It would be great if we could turn automated invoice reminders on and off for contact groups, rather than needing to do it for each individial contact.
36 votesThanks for taking your time to share and support how setting Invoice reminders for a Contact group would be beneficial to your business.
Our product team have started research for the future of Invoice reminders and we wanted to make sure we shared this sign up form with you all here - We'd love to have you join and feedback.
Throughout the research our team may engage through surveys or direct interviews, and your input would be really valuable!
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Invoices/Bills - Don't update contact address for existing invoices
Currently, if you change the address of a contact, old invoices and bills will show the new address and not the old address.
It would it be good if the old documents can keep the old address. It is because having the old address is a piece of evidence to show where the goods have been delivered to. It is important to show that to the tax authority and auditors where the goods are delivered to determine the GST/VAT type, etc.
pls look into this. thank you.
78 votes -
Reports - Ability to add custom KPIs to Executive Summary report
Ability to add KPIs to executive summary report e.g. Purchases/Sales percentage for the hospo industry and wages/sales % - these should be at 30% or lower so it would be great to add these into the executive summary report
13 votes -
Aged Receivables / Payables Reports - Add 'Current' column
Case CX0013378184 - Aged Receivables / Payables Reports have changed - Please re-insert "0.00" balance Current Column
We urgently request that the “0.00” balance “Current" column be put back into the Aged Receivables / Payables Reports
XERO has just changed the format of the Aged Receivables / Payables Report to NOT show the "Current" column on the Reports if there is a "0.00" balance.
This is a huge Problem to us as a company with the way in which we do our reporting as we need that column to show. I cannot see the benefit of why this was changed from an Accountancy perspective which is what it is primarily used for?
We have 49 companies under our Parent Company and we drop each report onto one spreadsheet. Great under the old format as everything lines up.
However, the new reports do not line up as some have Current Columns and some do not due to the new change!
This is now causing so much extra work from our perspective and is not an enhancement to the product but more like a huge step back to basics. Surely these changes are supposed to make things easier for us as users not harder?
There is an additional dropdown so you can tick a button for "current" but this seems useless as this does not do anything that we can see? It does not allow us to see the "Current" column with "0.00" balances. If there are "Current" balances these are shown when the report is run anyway so why have this?
Case CX0013378184 - Aged Receivables / Payables Reports have changed - Please re-insert "0.00" balance Current Column
We urgently request that the “0.00” balance “Current" column be put back into the Aged Receivables / Payables Reports
XERO has just changed the format of the Aged Receivables / Payables Report to NOT show the "Current" column on the Reports if there is a "0.00" balance.
This is a huge Problem to us as a company with the way in which we do our reporting as we need that column to show. I cannot see the benefit of why this was changed…
13 votesHey team, appreciate the support in this idea. We understand that you'd like to have a current column to to be able to view customers with a nil balance.
Being transparent, this isn't in our plans for the immediate future, but we'll continue to keep our eyes on the support for this idea here. Thanks
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Contact | Note that Purchase Order Required
The ability to flag a customer as "purchase order required". We have a growing number of customers who won't pay us unless we put a purchase order reference on the invoice. It would be good if we can have a flag in the customer that says they require a PO and therefore when we raise an invoice to them it pops up a reminder message.
12 votesAppreciate the feedback here, everyone. As noted in my last update - we released a notes feature in the contact record that enables you to add editable notes (up to 4000 characters) that are visible when viewing the contacts record.
At this stage, we don't have any plans around pop up notes similar to what's being asked on this idea, however understand this is really what's needed to help solve for your idea here.
For now, we'll shift the idea back to submitted and continue to track the interest. If there are any other developments that could help achieve what you're asking we'll share this with you all, here.
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Reporting - Show selected accounts at top of list in account dropdown
When selecting different accounts from the dropdown list in reports, the accounts that have been selected are not easy to locate without scrolling through the list (which sometimes can be a large number).
It would be helpful to have the accounts that already been ticked at the top of the list, so that they can easily be unticked if need be.
2 votes -
User roles - Limit user from seeing historic data
User role - Limit access to user based on year of transactions. I.e. can only view transactions from 2023 onwards.
5 votes -
Account Transactions report | Batch deposits - Use Payment Reference
In the account transactions report, the reference for batch deposits (of invoices) should be the payment reference.
Currently, the individual invoice numbers are presented for batch deposits when you run account transactions.
49 votes -
Purchase Orders - Ability to Void/Archive purchase orders
At the moment, you can only delete or mark as billed purchase order numbers. However, you cannot see the purchase orders after deleting them. It would be useful to have an archived section in purchase orders.
We have found that we need to go back an see old purchase orders that did not get billed, whether it is to compare it to the purchase we actually made to see why we didn't go through with the original purchase order.
48 votes
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