4779 results found
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Dashboard | Customise Cash in and out - Include Transfers
Currently the "Total Cash In and Out graph" on dashboard shows the total cash received and the total cash spent through all of the bank accounts in Xero. This graph excludes transfers between bank accounts as don't they affect the overall total.
It would be nice to be able to customize that graph to exclude certain transactions. Ie. if a shareholder loan is made, this would show up as cash in.
5 votes -
NZ Payroll: Notes on Time Sheets
We have just moved onto Xero Payroll and it would be very helpful if employees could add notes to their timesheet each day.
15 votesHi everyone, an update to my earlier message:
This change was specific to users of the Australian payroll.
Apologies, and we'll shift this idea back to 'Submitted' so we can continue to track and share if there are developments in New Zealand Payroll.
However, at the moment this is not in the team's plans.
- If you operate across multiple regions, and are interested in reading more, I've updated this idea. which is specific to AU.
Thanks for your understanding.
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Account Transactions - Add a description to a Batch Deposit
It would be really great if we could add a description to a Batch Deposit, instead of it coming up automatically as "Payment: multiple items"
I know we can add a reference but being able to put your own description would also be great too.Cheers Janice Nuttney
1 vote -
Expense report - Ability to export with attache files
I need the ability to be able to print an expense report to provide to a client that includes all of the supporting documentation. All of the receipts are captured via Xero Expenses app but I can't print a report that includes them. To provide that information to my client...I had to screen shot every receipt and them insert them into a Word document. This isn't a workable solution. Please add this report.
5 votes -
AU Payroll | Lock ABN in Organisation settings once STP filed
I would like Xero to automatically lock the ABN on a client's file after the first STP event has been lodged. This will prevent clients changing the ABN when they change the entity's structure and reporting STP incorrectly across two ABNs. Undoing this mess is a nightmare.
33 votesThanks for your feedback so far, everyone.
We're currently looking at ways we could help fix double counting for issues at the ATO that have been made due to changes made to an organisation's ABN/Branch number and it'd be great to get input and further feedback from some of you here to help us understand and solve these issues.📝If you're interested in participating in this research and would be available to connect (this week) on 24th or 25th November 2022 - Please click through and complete this short survey. Thanks 🙂
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Inventory Items: Merge items
Ability to merge inventory items.
Purpose: Users can easily merge the inventory items when they accidentally created the new same items in Xero.
49 votes -
Account Transactions Report - Running Balance calculation
Currently the Account Transactions Report calculates Debits minus Credits which means a positive Running Balance shows in brackets and a negative Running Balance shows without brackets. This is totally contradictory to the usual accepted Accounting Rules. Can this be changed so that the Running Balance is calculated as CREDITS MINUS DEBITS please ?
2 votes -
UK Payroll - Produce employment intermediary reports
It would be great if Xero produce Intermediary reports that can be uploaded direct to HMRC for agent workers from Zero.
3 votes -
Timesheets AU - Keep default pay template earnings rates in pay runs generated from timesheets
Xero feature to add pay items by default to payslips even after timesheets are approved.
The issue we face now is that once a timesheet has been approved , if we go back into the payslip, those defaults item disappears and we need to manually pick those from the drop down list.
It would be great to have that feature where earnings rate items are saved even after the timesheets are approved.This will also save us time in choosing, extra pay items such as commission, vehicle claims, bonus etc. from the list.
3 votes -
Branding Themes - Invoice merge field for customer's business registration number
I want to be able to merge a customer's business registration number onto a custom invoice template.
There is a field for this in the database but no merge field available.
13 votes -
Purchase Order - Report that shows invoice against PO and remaining balance
A report that shows all purchase orders with invoices against them and balance remaining.
48 votesHi community, we want to update you that we've recently released the ability to include Purchase Orders (PO) through Payable Invoice Summary report. If you expand the side panel on the left of the report and select the 'Outstanding purchase orders summary' report, this will automatically display all Bills, Credit Notes and Purchase Orders and group them by Contact for you. You can use the total row of each contact to infer the remaining balance.
We're aware this may not directly show the information that you’re asking for here, so we'll keep the status idea as it is and we’ll let you know if there’s any further updates.
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Xero Mail - Add email signature with company logos to sent emails
Ability to add email signature with company logos to all emails sent to clients.
19 votes -
Branding - Edit templates using Google office suite
Invoice branding is only possible using Microsoft. Would it be possible to make this happen using Google OS also?
I know there are hundreds of millions of Google users worldwide many of which will be Xero users since your software is excellent software.Thanks for listening.
2 votes -
Credit note - Ability to set an expiry date
Hi all!
I'm a one man band IT business, and I've just started being put on retainer by a company which is great, however I'm finding accounting for the retainer to be a bit burdensome.
Currently, my plan is it add the retainer's ammount as a credit note at the beginning of the month, and then somehow nullify any remaining credit at the end. However, I was wondering if it would be possible to add a way of managing retainers separately and more efficiently from credit?
Or even just having the option to add an expiry date to a credit…
2 votesGreat to hear how you're currently using Xero with Credit Notes to manage this process for yourself, Joseph. I've slightly amended your idea for being able to set an expiry for a credit note as it's quite unlikely that we'll look to create a completely new feature for managing retainers.
Having a quick look at some of the other ideas raised in community, it looks like some people maybe using SimPro as a means to manage these, alternatively you could explore apps in the ecosystem that may meet your needs. 🙂
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AU Payroll - Show Termination Reason in draft pay runs
Termination reason.
Can we please have the termination reason to show in the payslip in the pay run so it can be reviewed without having to post the pay run and go in to the employees settings to check.2 votes -
Receivable Invoice Details Report - Add Contact Location
It would be great if possible to run an invoice detail report which reflects customer location.
4 votes -
Reporting - Include Branding Theme on invoice reports
I would like the field 'Branding Theme' added to invoice report as a column that can be selected.
Any invoice report - aged debtors by detail would be great. I need to be able to analyse outstanding invoices by this field and cannot.8 votes -
Report Templates - Report codes for general reports (Non financials)
Make Xero report codes for use in generic Xero reports (instead of just bookkeepers reports only) - e.g. P&L, Balance Sheet, etc.
3 votes -
Batch Payment | Remittance Advice - Create for batches that include an overpayment hin there
Please allow remittance advices to be sent to clients from a batch payment even if it contains an overpayment. There is something fundamentally wrong for there not to be an option for this. A batch payment of 100 invoices with an overpayment of 1 is not cause for there not being an option to send a remittance advice to my clients. I've had to search the page and manually extract it onto an excel file and then send to suppliers. Very time consuming especially if you make large batch payments for over 50 different suppliers.
45 votes -
Account Transactions Report - Show date transaction was raised
For the account transactions report please can you add more column options to include the contact/supplier name and entered date. This is helpful in analysing the transaction data further.
34 votes
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