4778 results found
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UK Payroll: Support for HSBC BACS payment files without a service user name
Add a template another file option for payroll. HSBCnet allows file uploads with a SUN however as Xero does not have this template it means only options is to apply for a SUN and increase costs of paying our payroll. We need a file that accommodates ACH CR BACs (non-SUN) files. Requirement is Xero payroll ERP configure the file without a SUN then please ask them to do so, as it should be identical to the one we have tested for supplier payments, meaning the word ‘HSBC’ should be quoted on the VOL1 line and the areas where the SUN…
10 votes -
Reporting - Set default date columns from oldest to most recent
A button you can click to reverse the order of the columns in Reporting
Typically the reports show the month in question closest to the account descriptions and then the prior months in columns to the right but we'd like to look at our current year starting with the earliest month in the column next to the account descriptions and the remainder of the year in columns to the right. This is particularly useful when building out projected cashflows.16 votesYou can re-order the columns of your report with the layout editor, Robbie. 🙂
Once you've got the report set up as you like you can Save as Custom to easily access the report with this layout.
If you're like to make this the default layout there is also an option for this - see our help here & here
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AU Payroll - Multiple company addresses for payslips
We have multiple sites within our payroll company. Each site is in a different physical location. We have set each location up as a "Group" Each employee is set to a group. This way, we can sort and report on each location within our payroll entity.
However, we need the payslip to show the address of the location, rather than the address which is showing in the organisation settings. I understand that we can set up a different physical address, but is it possible to have a separate address for each group or location within this organisation?
We need this…2 votes -
Reports - NANE not available on balance sheet
Currently you can itemise NANE income on the P&L, however when doing annual accounts this NANE is not tranferred to the balance sheet. This shows an incorrect current year earnings.
1 vote -
Bank Feeds - Add a transaction code and use on the account transaction
Transactions imported by Yodlee Bank Feed do not display in the chronological order that they occur in my online banking portal or bank statements.
As I have a lot of bank transactions on any given day, this makes it time consuming to do any kind of reconciliation between by online bank account and my bank feed import as I have to match each transaction up in the different orders they appear.
This is a regular occurrence as Yodlee sometimes imports transactions part way through a day and I have to work out where I got up to processing these transactions…
1 vote -
Account Transactions report - Move selected date range 1 month forward or back
When in account transactions (or any report where you can select a date range) have a button to move that date range one month forwards or one month back.
For example if you have the date range selected as 01.08.2022-31.08.2022 have a backwards button that would change this automatically to 01.07.2022- 31.07.2022 or a forwards button that would change this to 01.09.2022-30.09.2022 without having to go in and manually change the date to every month.
This would be very helpful when doing detailed reconciliations on a monthly basis so you can move between the months much quicker. I know you…
18 votes -
New Account Transaction report - Show closing balance on first page
Please restore the display of the closing balance on the first page of this report.
The report is used each month to check control accounts which may go to many pages.
The closing balance used to show on the first page which was extremely helpful not you have to scroll to the bottom (and you have removed the option for less transactions to show) and then we have to scroll through to the last page in order to see the balance.
Please bring back the functionality of the old report before you stop access to it-
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Screenshot 2023-06-02 16.50.26.png 427 KB -
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Screenshot 2023-06-02 16.49.45.png 412 KB
1 vote -
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2 votes
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Sales invoice - Export Contact account number
Hi,
I have seen several posts about the Account Number not being searchable/usable within the system or via exports. Contacts' names can vary easily from the different systems used by a company and even between departments: ABCco , ABC Company Ltd, ABC Ltd... - the account number can solve these format issues.
In my case i need to export invoices in csv to be then imported in another system, also the invoice standard template has this field (to be ticked or not) it does not get exported which is rather peculiar; that obliges our finance to maintain a mapping file…7 votesIf I understand correctly, you're asking to export the contact account number when exporting invoices from your organisation, Christophe?
If so we don't have any direct plans for developing this at this stage. I'll change the title of your idea here slightly and we can get a sense of the interest from the community of this, here.
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Xero Files - Ability to restore deleted files
A 'Deleted' folder in Files that captures deleted files.
Once I have uploaded a receipt to the files folder, I always dispose of the original.
If you accidentally attach it too, and then delete it from the transaction, it is gone forever. You have no ability to reload it from the files folder.
The original uploaded file is gone, so you have to source another copy of the receipt from the supplier.
Surely this deleted uploaded file has gone somewhere?
Can we have it directed to a folder?
16 votes -
Make Invoice Settings accessible from Invoices Summary page
If I need to make changes to the invoice settings from within the invoice page, there's no way to access the settings. In fact, it was pretty hard to find the invoice settings at all! Please put a direct link from the Invoice summary page to the Invoice Settings. (I agree with another suggestion that access to Invoice Settings should be controlled by role type).
3 votesGood to hear you've an existing idea you'd like to support too around access to settings, Natalie. Currently only the Standard or Advisor roles will have access to Invoice Settings - more on this here.
When it comes to accessing Invoice Settings from sales, while it's not available from the list view of invoices, you'll find if you have the right role you can jump across from an individual invoice by clicking the 3 dots in the top right of the page - see my pic below.
Does this accomplish what you're after here?
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Bills - Option to tick items and move to the relevant tab
We need a tick box in the ALL tab section for Purchase Overview Bills - We should be able to from the ALL tab select Draft, Awaiting approval, Awaiting payment, Repeating. You constantly have to go from tab to tab when searching in ALL
1 vote -
Bills to pay: Pay supplier bills via electronic funds transfer (EFT)
To deposit a payment directly to a supplier's bank account is an important method to process bill payment for any business. I believe that you know EFT 80 Byte File Layout mandatories in Canada, but the batch file export from Xero does not meet the requirement. You should have a plan to service EFT ASAP.
8 votes -
Reconcile | Stripe - Auto match
When a shopping cart item is purchased via Stripe (as opposed to via an invoice from Xero), the transaction goes to the bank and then is imported into Xero via the bank feed. Because of this, none of my transaction totals or associated fees come through, forcing me to manually adjust every single transaction to properly account for the fees in my bookkeeping. This is unsustainable and ridiculous. When I used PayPal, I was able to set up PayPal as an account and therefore properly reconcile everything coming in through that portal and then associating the transfers with the amounts…
4 votesHi Allyson, there is a way to automate your Stripe payments to the lines imported with your feed. We have some help on this here.
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Reconciliation - Auto match with foreign currency transactions
Matching foreign currency transactions - Bills that have been approved in a foreign currency should be checked and matched against local currency transactions. These are very common in credit card transactions for online service subscriptions.
Also, the default setting to only match to local currency should be removed, or the user should be able to chose the default setting.
6 votes -
Fixed Assets - Ability to select account/s for disposal
Currently, the accounts you choose for fixed asset additions and accumulated depreciation are also used for disposal and depreciation on disposal. It would be helpful to be able to choose different accounts for the disposal transactions from those used for additions.
For example, fixed asset additions would go to an 'additions' account, depreciation in the year goes to a 'depreciation charge' account. Disposals go to 'cost of disposals' and 'depreciation on disposals accounts'. This keeps everything separate and mirrors the corresponding figures required for Ltd Company statutory accounts in the UK.
Being able to choose different accounts makes it easier…
4 votes -
Search - By Project Name when searching for invoices
Search Job name when searching for invoices
The search function should be consistent across all search. If you can search for job name or part of job name in Search, you should be able to search for job name in Business/Invoices. This brings consistency to the search function.6 votes -
NZ Payroll: Process timesheets for future periods
Allow a timesheet to be created for the week ahead of the pay week. This allows employees with standard hours to enter their hours in advance. It also allows managers to run payrolls in advance if circumstances need it
7 votes -
Expenses - Set Expenses as compatible with TAPR
There are numerous discussion posts about Xero's lack of "Email to Expenses" functionality which is yet to be resolved, but there appears to be another gap in Expenses which makes producing many of the Bills/Expenses reports (including the TAPR) inaccurate.
This happens because whilst the Expenses entry screen allows "Assign to Client" using Xero Contacts lookup, the Payee themselves cannot be connected this way. This means that if an employee expenses a payment, it never appears in any "By Contact" reporting, and cannot be included in the automated TAPR.
As a small business that uses Expenses for all processing (which…
1 vote -
Projects - Task list templates
Allow to create project templates to apply to task lists to newly created projects
15 votes
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