4714 results found
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Bank Feed - Direct feed for BPoint (Commonwealth Bank Group)
We would like the option to setup a data feed in our Xero file for BPoint transactions to feed directly into Xero (like we have a data feed for our CBA business account). Currently these transactions come in through the CBA business account with no detail other than that they are a BPoint payment, whereas if we had the BPoint data feed setup we could receive all of this information (client name, invoice number, amount etc) to reconcile automatically.
7 votes -
Xero Expenses - Create receipt from body of email
I would like to be able to forward receipts I have received via email which are NOT attachments, but are inline / html receipts, and have Xero read them, like Expensify can.
I waste so much time receiving emailed receipts (BPME for example) which I then have to save as a PDF and forward / upload.
13 votesHi James, to clarify would this be when using Xero Expenses app to submit receipts or when emailing bills to your organisation? Thanks
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AU Payroll - Exclude Zero Balances on Payroll Reports
Payroll Reports - When generating reports I would love to be able to tick a button to say 'EXCLUDE ZERO' balances.
2 votes -
AU Payroll - Show employee's last pay period figures in current draft pay run
Ability to show or report the variances/differences between the draft payrun and the prior period payrun.
This would save a huge amount of time going through each payslip to ensure the usual pay is being processed and nothing has been accidentally added or missed.
Especially when you have a large number of employees.3 votesHi team, while it's not possible to view the previous pay periods figures for comparison in the current pay period, you could open the previous pay period overview in a separate browser window. Meaning you can compare the two pay runs without having to go back and forth between them.
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Top Customers Report - Ability to show chart in Net figures
To be able to run Top Customers report showing the net figures and not just gross.
12 votesAaah thanks for the clarification, Vicky and Alex. You could use the Management report to add the Top Customers report. Appreciate that the chart itself displays for Gross figures right now. We'll continue gathering interest for this here.
In regards to the sort order of the report - By default contacts will be sorted by the Gross column, however you can add a Net column and re-sort by clicking on any column header. 🙂
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NZ Payroll - Update Days Paid in draft pay run to reflect timesheet hours
"Days paid" on timesheet defaults to number of days loaded in "Salary & Wages".
It needs to be overridden to actual days worked for the week when a timesheet is approved. Many staff work more or less days than the average and changing each one manually is incredibly cumbersome and has a huge margin for error3 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.
43 votes -
AU Payroll - Assign an employee to more than one pay calendar
Ability to switch between payroll calendars for an employee with multiple roles eg Jane is on the weekly payroll for her role as studio manager. She is also paid monthly super only for her roles as a sub-contractor yoga teacher.
So far we have managed this by posting Jane's weekly pay, and then switching the payroll calender to process the super and then switching it back again. The problem is that if Jane is already in a draft weekly payrun the calendar can't be switched until the draft payrun is processed. This makes the process fiddly.
6 votes -
Projects - Add Invoice Paid Column to Project Summary Report
We've started using Projects and I've created a test project, sales and purchase invoice and have marked the sales invoice as paid.
However the project summary report doesn't show that the client/sales invoice has been paid and this is so important for us to be able to plan our payment run for the direct costs relating to that client/project.
Can this field be added to the report?
3 votes -
Recent Bills report - Reinstate "View recent bills report"
The "View recent bills report" functionality on a Contact page has changed since the new reporting was deployed this week. Previously, if you clicked on the link you would see a nice list of all approved bills for that vendor whether paid or not. This functionality has now changed and is effectively useless. Yes, you can get the same info by going into Business/bills to pay but that it is more clunky. Thank you.
2 votes -
AU Payroll - Payroll Activity report to show leave entitlements in draft pay runs
Before posting a payroll, when you run the "Payroll Activity" report, include the leave entitlements about to be posted not just the pay items.
So when you download a report to do a final check before posting payroll you can check ALL payroll activity not just half of it !
2 votesHi Kristen, appreciate you sharing in product ideas here. While this isn't something we have plans for I wanted to confirm you can currently check leave accruals by clicking on the employee's payslip prior to posting the pay run.
Once the pay run's posted, before it's filed, you could run the report and find any issues, and revert it back to draft to make changes if necessary.
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Account Transactions report - Show all related accounts for split transactions
In the Accounts Transactions Report - Show all related accounts to include ALL split transactions regardless of how many there are.
The current Report only display the first few, (please see upload) current format is not fit for purpose. Please under show related accounts, include split transactions not just the first few.2 votes -
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…8 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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Bank Reconciliation Report - Show how a statement line was deleted
The current Statement Exceptions report in the Bank Reconciliation report pack doesn't differentiate between statement lines that were deleted individually and statement lines that were deleted as part of removed an entire statement. Both are listed as Deleted (Manually).
It would be helpful if the report marked these types of deletions differently since only individually deleted statement lines still appear on the Bank statements tab/can be restored.
1 vote -
Allow the Why entry from reconciliations to be displayed in reports
When I reconcile a transaction in my bank account I can enter a "Why". I.e. Gas for Youth Hostel. So when I have multiple transactions to the same customer, under the same Chart of Account I can differentiate them.
However, this data entry can not be pulled into a report. This is really hampering my ability to differentiate my transactions.
5 votesHi Stephen, is there a specific report you've been running to try include this data?
When creating a transaction during bank rec, the 'why' is saved as the description of the transaction. You should be able to run the Account Transactions report to view this detail in the Account you've coded payment too. Let me know how you get on. 🙂
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Apportioning single cost bill line to several projects
Projects Management - There are instances when a bill line item needs to be apportioned/allocated to two or more projects. At the moment the only way to do this is by splitting this line item across several bill lines (as many as projects to allocate to) and then do the allocation. The idea would be to add a "Split" button to the project allocation form, say next to current search field in the form ( not the search at the top but the one next to each billed item), so that current functionally remains i.e. type project in search box…
13 votes -
Invoice - Automatically generate invoices on quote acceptance
automatically generate invoices on quote acceptance and then autosend it.
35 votes -
Xero Expenses - Option to assign VAT rates to employees
Xero Expenses - Limit the selection of VAT rates available for employees to select (we have a client who has domestic reverse charge, reverse charge and other VAT rates that the employees will never need to select and therefore it would be better to reduce the available list for them to select from otherwise they are more likely to select the wrong rate)
1 vote -
Projects - Add 'actual hours' and 'estimated hours' to Summary Report
Project Summary Report always had actual hours and estimated hours on and since it has been updated this option is no longer available and that is 2 of the most important columns for us. Also the wording of the headings have changed and no longer match the Project Details report which is ridiculous. This report needs to be converted back to how they used to be.
11 votes -
Invoices: Resend failed e-invoices as an e-invoice
Invoices cannot be sent multiple times by e-invoicing - any invoice that was sent by e-invoicing can only be sent again after that by email. This is fine; that ensures that my customers don't have a billion copies of the same invoice in their drafts.
However, this is also true of invoices where sending by e-invoicing failed and the customer has not received the invoice at all.
I would like the ability to send by e-invoice to reset when the original attempt fails, because the only workaround I've found involves deleting and recreating the invoice with a new invoice number…
9 votes
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