4765 results found
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Payroll Report - Annual Payroll Summary
A year-end payroll report which lists the employees, and provides total amounts for Gross earnings, PAYE, and all other deductions for the financial year, with company totals at the bottom. Basically it could just be a one-page summary for the year, depending how many employees there are. Most other payroll systems have the report option, and it's very important for end of year wages reconciliations.
35 votes -
Reporting - Add a column for contacts' phone numbers
I would like to be able to run a report that simply has overdue invoices, name, phone number, email. Ideally sorted by sales. Similar to the list I get when I am doing Statements but with a phone number in it.
4 votes -
Reporting - Option for selective printing (similar to XPM)
Only option is to export documents from Xero. Can the Print option, like in XPM (see attached pic) be added
6 votesHi Zoe, thanks for sharing an image of the comparison in XPM. Would this be particularly for when you're running the management reports or another set of reports from Xero?
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Payroll: Multiple approvals for timesheets
Can we have timesheets able to be approved by multiple users e.g. site manager then goes to Managing director for final approval.
16 votes -
Credit Note - Add a Credit Note from the "+" menu banner shortcut
Why make credit notes so difficult to create?
37 votes -
Bills - Add Transaction date
For the bill want 2 dates: one is the bill date, and one is the transaction date. we normally received the bills in the next month...if one date will affect the cost (as construction, use WIP), will be confused....
6 votesHi XinXiang, when you say 'transaction date' would this be the bills due date or the date it was created in Xero? Or would this possibly be the ability to set multiple due dates?
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Conversion balances - Add a field for notes/description
It would be really helpful if there was a way of adding a description/note to conversion balances. For example, if a creditor balance relates to a specific loan, it would be useful to be able to note this somewhere. Currently, reports only show 'conversion balance' as the description for the transaction and it isn't possible to add a description to the conversion journal. It makes it difficult to keep track of historic debtors and creditors and this information needs to be kept elsewhere, duplicating work.
2 votes -
Sales Invoices | Templates - Extra formatting options (Bullets, Bold, Italics)
Ability to have a format option for sales invoices.
Purpose: To make sales invoices appear more professional.
66 votesHi team, appreciate the feedback here and it appears there are 2 differing ideas being bought up here. This idea was originally started relating to the invoice branding theme. Being open, while we will look at improvements to invoice templates down the line this isn't planned just yet.
More recent conversation appears to be related to the new invoicing send modal and formatting of emails sent from Xero. We have a slightly different idea those who are interested in this can join and you'll see I recently updated - While the tool bar has been removed from the send window, you can still use html tags to format and preview how these look in your email.
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Reporting - Link Account Transaction Report to Total Lines on Balance Sheet and P&L
Add the ability to open an account transaction report by clicking on the number in a total line of the balance sheet or P&L. The linked account transaction report would contain the account transactions for all accounts that were being totaled.
1 vote -
UK Payroll: Reporting - Run a report to calculate holiday pay based on a 52 week average
It would be really useful for those of us in the UK if we could run a report to calculate holiday pay based on a 52 week average. Legally this has been a requirement since 2020.
43 votesHi everyone, thanks for your ongoing interest and support for this idea.
We understand the complexities surrounding calculating holiday pay for employees in the UK, and acknowledge the need to provide a helpful way to calculate an accurate rate in which to pay out their holiday.
Our product team are excited to share that this is an area we are currently looking into developing.
Your feedback and ideas are extremely important to us. As such, we’d like to reach out to our valued community members to get involved in prototype testing, commencing later this month.
The testing will involve using a prototype tool to assess the usability of a proposed way of calculating Holiday Pay in Xero. We'd encourage users that feel strongly about this area of payroll to sign up and welcome users of all experience levels.
Given the popularity of this idea we expect spaces to fill up…
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Xero Accounting app - Use the default tax rates from account codes on invoices
In the Xero App, you have to select a tax rate. It doesn't auto fill like it does on the desktop version
2 votes -
NZ Payroll: Set number of pay cycles for recurring payroll deductions
I need to be able to set a number of pays for recurring payroll deductions.
For example; my employee buys a laptop under salary sacrifice and wants to pay it back over a specified number of pay cycles.
At the moment I need to track this manually to ensure that the deduction is removed at the right time. It would be great if the software could do this for me.16 votes -
Bills - Add a remaining balance line
Xero can you please add a Remaining To Allocate line on the bills screen. Most of my bills are split between jobs so a remaining balance to allocate would save so much time having to manually calculate entries. See example attached. Especially when working on the go so a calculator is not required.
1 vote -
Bank Feed - Support Vectra Bank Colorado
Vectra Bank Colorado used to be supported for Bank import but that stopped mid 2022 - is there a chance it can again?
1 vote -
Bank Reconciliation - Import statements in CFONB format
Our bank has changed from export of bank statements from OFX to CFONB (see below the new French standard) which is not yet supported by Xero! This has a huge impact on our workflow and time spent on getting our many bank transactions in the system. Can anyone help and vote for this to be upgraded as a format for bank transaction import..
Thanks so much!
CFONB (also known as AFB) is a French standard defined by the Comité Français d'Organisation et de Normalisation Bancaires/French Committee for Banking Organization and Standardization (CFONB) to meet the needs of the Association Française…
1 vote -
Reporting - Prior year comparatives to track the report periods
Ability to have the prior year comparatives track the report periods. Currently if a variance column is added to the reports the "Compare with" disappears.
1 vote -
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.
20 votes -
Xero Projects - Standard mark-up on materials
In Xero projects we would like to add standard mark-up to materials. We are currently adding markup to each individual expense item added which is time consuming.
20 votes -
Quotes - Add payment link
Add a payment link to quotations so clients can pay on a quotation as well as an invoice.
Purpose: This would allow clients to pay on the quotation sent.
26 votes -
Receivable Invoice Summary report - Filter based on Payment Date
Can we please have a function where we can filter the data based on the last payment date to show only invoices paid within the date range in the filter?
5 votes
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