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4883 results found
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Contacts - Trigger Manual entry warning after save & close
When I am manually entering a contact bank account number, I find it disconcerting to be warned to enter the bank account number after I leave the BSB code field. But I HAVE to leave the BSB code field in order to move to the Bank account number field! Leaving the BSB field is not a mistake!
I think the warning would be better triggered if you attempt to click on 'Save & close' without completing both fields.5 votes -
Quotes: Generate as legal 'Estimate' instead of quote
I believe being able to update all fields to show the word Estimate rather than Quote would be extremely beneficial. I have been able to update all except for the wording of Online Quote Link
16 votes -
AU Payroll - Option to run unscheduled pay runs without processing leave
Unscheduled payruns - the ability to not include pending leave. When processing bonuses etc, Xero automatically puts in the up coming leave even though it is not appropriate to be included in this unscheduled payrun and should be in the standard payrun. Because we pay monthly this only exacerbates the situation. To have the option to not include the leave in that payrun would help with this.
32 votes -
AU Payroll | Payroll activity summary report - Select a group of employees
When generating the Payroll Activity Summary report, it would be good if I could select certain employees.
Currently you can only choose an individual or all employees.
63 votesHiya everyone, as you may have seen we've released a new version of the Payroll Activity Summary report for AU and UK versions of Xero payroll. While it's still not possible to select multiple individual employees to run in this report, what you can do is run the report for an Employee group.
At this time we don't have plans for developing the ability to select and run the report for multiple employees, however we'll continue to track this here and update if there's any progress.
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Bank Reconciliation - Add filter to show Deleted status
Issue - Bank Transactions Auto Deleted by Xero System
Hi Xero, i would like to suggest, please add 'Deleted' status in filter function. Because recently i just imported approximately 10,000 transactions into xero and it stated there 150 are duplicates and auto deleted by xero system, which is not duplicates actually. To find one-by-one, page-per-page really become troublesome for us in Statement Lines section and require lots of time. Also i have tried to open the one i just imported in Statements section, it keeps showing error code 500.
Therefore, the other workaround would probably to find deleted transactions using filter function, but currently the choices only have auto-reconciled, reconciled and unreconciled. Would be better if add another one which is 'Deleted' status, so we can easily find the deleted transaction there and restore them back altogether
Please relook into this issue, thank you
Issue - Bank Transactions Auto Deleted by Xero System
Hi Xero, i would like to suggest, please add 'Deleted' status in filter function. Because recently i just imported approximately 10,000 transactions into xero and it stated there 150 are duplicates and auto deleted by xero system, which is not duplicates actually. To find one-by-one, page-per-page really become troublesome for us in Statement Lines section and require lots of time. Also i have tried to open the one i just imported in Statements section, it keeps showing error code 500.
Therefore, the other workaround would probably to find deleted transactions using…
4 votes -
AU Payroll - Toggle to hide Annual Salary on individual employee's payslips
We would like to have the option to show annual salary for a particular staff's payslips only and not to all employee's payslips.
7 votes -
Account Transactions Report - Hide Archived Accounts
The attached post indicates that Xero has delivered the ability to hide archived files by unticking the "Show Archived" box in the account transactions report and then saving it as a custom report. I have tried this, but it doesn't work. Every time I go into my custom report which should have the Show Archived box unticked it is always ticked and the archived accounts are showing. Could you please look at this again.
8 votesHi Sally, appreciate the image back to the earlier update you're referring to here. Is it possible that the custom report you're using was saved prior to the update and needs updating with any new setting changes and then saving again to hold these for future use?
If you're still finding the same behaviour, I'd highly recommend raising a case with our team of specialists at Support so they can dive into why settings you've saved in a custom report aren't being applied. Thanks
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Report Templates include a Signature
Having the option to include a digital signature in the report templates, the ability to paste an image into the text section would suffice for this. Useful for the statement of disclaimer where the firm needs to sign off every report. Currently the only way to do this is by exporting the report to a PDF manager and pasting the signature in.
48 votes -
AU Timesheets - Record clock in/out time through shared device
So at present - as mentioned below it doesn't really make any sense to be logging hours for the day in the morning when staff arrives as every day could be different.
I'd really like a central point that staff can log in through - as opposed to using personal phone. it needs to be a clock in and clock out system with automatic break deduction. At the moment we use the Timestation app that the guys clock in and out with a QR code card then i have to run a report each week to manually input into timesheets... it can't be that hard to create something this simple?
So at present - as mentioned below it doesn't really make any sense to be logging hours for the day in the morning when staff arrives as every day could be different.
I'd really like a central point that staff can log in through - as opposed to using personal phone. it needs to be a clock in and clock out system with automatic break deduction. At the moment we use the Timestation app that the guys clock in and out with a QR code card then i have to run a report each week to manually input into timesheets...…
5 votes -
Invoices - Invoice Import Tax Default Option
When you import a tax invoice file you get to select when the invoice amount are either Tax Exclusive or Tax Inclusive.
The default radio button option is always set as Tax Exclusive.
It would be nice to be able to change this default setting so that the default option can be set to tax inclusive. I know it's a minor thing and while it might not save a lot of time, if all of your tax imports are GST inclusive, having the option to have this set as default so you don't have to remember to change it would be a wonderful addition.When you import a tax invoice file you get to select when the invoice amount are either Tax Exclusive or Tax Inclusive.
The default radio button option is always set as Tax Exclusive.
It would be nice to be able to change this default setting so that the default option can be set to tax inclusive. I know it's a minor thing and while it might not save a lot of time, if all of your tax imports are GST inclusive, having the option to have this set as default so you don't have to remember to change it would…4 votes -
Bills - Show Bill payment reference
When suppliers are paid, the payment is given a reference, and this is then used to file paperwork. We can no longer see the payment reference when reviewing paid supplier invoices. Please bring this back.
3 votes -
AU Payroll - Add Seasonal Worker option for income type/tax scale
Xero needs to have an option in either Income Type or Tax Scale for employees on the Seasonal Worker Program, ie PALM Workers, so that the system automatically taxes them at the flat rate of 15%.
At the moment I have approx 33 such employees and I must adjust their tax in every single payrun.
The ATO have a specific code (W > P) that should be used for these workers under STP Phase 2 reporting. I refer you to the table at the following website page: https://www.ato.gov.au/Business/Single-Touch-Payroll/In-detail/Single-Touch-Payroll-Phase-2-employer-reporting-guidelines/?page=5#Tax_treatment
4 votes -
Demo Company - Reset date countdown
Hi - it would be great if there was an indication on the Demo company when the data will be reset. We know it is every 28 days but when is the 28 days up. I've lost demo testing in preparation to show a client how Xero can help them.
Thanks3 votes -
UK Payroll - Ability to customise pension letters on Xero
For some clients we use Xero's Postponement and Eligibility letters. This has proved very useful but currently the letters cannot be customised.
We have a client for example who pays a higher employer contribution percentage than the standard. The letters however, only show the standard percentage's despite the settings being different to the standard. We also have a client who has asked for their company logo to be added to the letters.
After speaking with Xero Central I was informed that the letters currently cannot be customised and don't pull from the pension settings.
If this could be looked into that would be greatly appreciated. At least to have the percentage's noted in the letters to match the pension settings in Xero would be amazing.
For some clients we use Xero's Postponement and Eligibility letters. This has proved very useful but currently the letters cannot be customised.
We have a client for example who pays a higher employer contribution percentage than the standard. The letters however, only show the standard percentage's despite the settings being different to the standard. We also have a client who has asked for their company logo to be added to the letters.
After speaking with Xero Central I was informed that the letters currently cannot be customised and don't pull from the pension settings.
If this could be looked into…
26 votes -
Dashboard - Business Overview Graphs
It would be nice to have a business overview dashboard similar to QuickBooks. The existing Xero dashboard is designed for bookkeepers and doesn’t have any valuable insights for business owners. Perhaps it would be better to have two different tabs on the dashboard, one for bookkeepers, and another one for business owners.
P.S.
Numbers of the screenshot are from a demo account7 votes -
UK Payroll - Automatically detect payroll payments during reconciliation
Payroll/Wages Payable Reconciliation
It is quiet difficult in Xero to find out wages payable error done because there is no system of matching wages payment with the payroll journal at the transaction allocation stage.
e.g. as we get the suggestions to allocate a payment received against an invoice, it should be similar with the wages.
If there is any over/under payment it will be detected at the transaction allocation stage as there won't be any matching payroll transaction existing. This feature is there in MYOB. This is the only reason where I find MYOB better than Xero.
Sometimes client does a couple of wage payment errors during the year. Its so hard to detect until you pull out a wages payable spreadsheet and then match each week. Extremely time consuming!Payroll/Wages Payable Reconciliation
It is quiet difficult in Xero to find out wages payable error done because there is no system of matching wages payment with the payroll journal at the transaction allocation stage.
e.g. as we get the suggestions to allocate a payment received against an invoice, it should be similar with the wages.
If there is any over/under payment it will be detected at the transaction allocation stage as there won't be any matching payroll transaction existing. This feature is there in MYOB. This is the only reason where I find MYOB better than Xero.
Sometimes client does…5 votes -
Invoice - Ability to link an email template to an invoice branding theme
I would like to be link an email template to an Invoice Theme.
I have two slightly different email templates that I want to be able to use for sending invoices depending on which invoice theme I am using.45 votes -
VAT late claims report
Hi,
Something that would be very helpful as an accountant, is the ability to run a report for a given date which shows all the transactions where the VAT was claimed/paid on a later return. I know that the VAT reconciliation report doesn't work with MTD.
Happy to discuss to help with this.71 votesThanks for sharing and supporting here, everyone.
For those that aren't already across, though manual at present you could run the Account Transactions report to manually reconcile against your filed VAT returns.
We appreciate the process could be more automated. Though this isn't something we have immediate change planned around atm, we'll update you here if there's any news.
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Branding - Enable SKIPIF function in advanced DOCX templates
Please enable the Microsoft Word function SKIPIF for use in docx invoice templates. Currently, we can use the "IF" function in customized invoices to skip item records according to its ItemCode, but as noted by another user in the Microsoft Office discussion, a blank row will still appear for records that meet the filter test. Read a detailed discussion of the issue here: https://answers.microsoft.com/en-us/msoffice/forum/all/microsoft-word-mergefield-code-to-skip-certain/3414ecba-e0c9-46aa-90bb-b5a205d25f5a?page=1
3 votes -
Invoices - Add a notification when the repeating invoice ends
Get notified when a repeating invoice ends.
2 votes
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