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4799 results found

  1. Export in CSV format to upload Payroll Payments to RBS Bankline to save manually entering payment details.

    6 votes

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     ·  1 comment  ·  Payroll  ·  Admin →
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  2. Can you please add a profit and loss formula / row in the trial balance report or create a new trial balance report that includes the profit or loss for each selected period.

    23 votes

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  3. Prior to the last update the upstanding invoices on the sales dashboard used to show amount outstanding. After the update it shows the total of the invoice. This is misleading as it is not showing the actual posts sing amounts.
    I run a layby system in my shop and this new update although small is actually inconvenient as I now have to click into each invoice (many of my customers have various laybys ar one time) to see the actual outstanding amount vs total of the invoice.
    Don’t suppose you could change it back??

    5 votes

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  4. I can create a Purchase Order, and from that I can mark it as billed and it creates a bill record for this purchase, putting the PO number into the Reference field of the Bill. The Bill also has a hyperlink to jump to the Purchase Order.
    Within the Bill, I can assign the expense to a customer, which is fine.
    When I create the customer Invoice, I have the option to add billable expenses, which is fine, and it marks the line as a billable expense, but there is no hyperlink to jump from the Invoice to the Bill.…

    37 votes

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  5. Could you provide an audit record of dates when and which courses have been completed in My Learning to keep CPD log up to date?

    8 votes

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  6. We would like the ability to prepare budgets based on quarterly reporting, but enable a comparison of the quarter to date actuals to the quarterly budget

    2 votes

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  7. Would love to see an integration of Dance Studio Pro into Xero. Invoicing for dance studio in Xero is not sufficient and would love to have the capabilities of the Dance program integrated into Xero.

    1 vote

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  8. It would be nice to be able to search for a company by the VAT number.

    1 vote

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  9. Please provide a report by Customer for Profit and Loss and allow us to upload a budget for each customer so we can include the forecast in XERO. QBO has much better and flexible reporting than XERO. Please see attached QBO Report of P&L by Customer. Please mimic this report in XERO.

    6 votes

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  10. It would be useful if the Quote number automatically updated when it was revised.
    Rev 1, 2 ect.

    8 votes

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  11. When entering multiple contacts, it would be good to have the option to "save and create new contact" as well as the "Cancel" and "Save and Close" option after entering the information. Currently you have to press Save and Close, go back to Contacts, then select New Contact.

    5 votes

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  12. Journal Accrual or Cash Basis default setting and journal import column.

    Default journal setting in is Xero is to post on a cash basis - apply a settings to select which basis is the default method (Cash or Accrual)

    Import journals on accrual basis - add an extra column to the import template to state if the journal is accrual or cash basis or a default setting if blank.

    5 votes

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  13. Having recently started using advanced templates for our invoices, I've discovered that credits applied to invoices don't show separately and instead get added with payments, thus showing as net payments. I believe the credits field is only available for use on advanced statement templates so can the credits field be made available for adcvanced invoice templates please?

    That would then give us the ability to display the total amount credited on an invoice and the total paid towards it on separate lines.

    Thanks in advance

    8 votes

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  14. Currently you can only see new notifications when they pop up in the menu. As soon as you click x, they disappear and cannot be accessed any more. It is useful to be able to look at old notifications - particularly for tax codes so that changes to tax codes can be double checked

    7 votes

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    Appreciate you raising the idea here, Sally. 

    It'd be great to understand when you say "dismissing" notifications, would this be by clicking the "x" icon in the top right hand corner of the notifications pop-up, or within the notification feed? Thanks 

  15. Ability to print a deposit slip that shows the subtotals of cash and cheques.

    Purpose: Users can easily see the figure of subtotal cash and cheques in the deposit slip.

    58 votes

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  16. Can we include the Project field on the invoice summary screen - to help us manage whether a project has been allocated to an invoice but also manage potential duplicates.

    2 votes

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  17. When a company changes their payroll frequency to a new calendar there is no prompt to adjust the leave accrual.

    For instance, I recently changed my client from Fortnightly to Monthly Calendar.
    I adjusted each employee to the new calendar.

    On their Leave tab in the set-up of the leave accrual it asked the question:
    Hours a full-time employee works in a Fortnightly pay period
    When I changed the calendar to monthly this question changed to:
    Hours a full-time employee works in a Monthly pay period
    There was however no prompt to adjust the answer, the previous answer just transferred…

    3 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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  18. Have a paid parental leave pay item so that a balance can be input and 'drawn down' on. The employee and the employer have clear visibility on how much time has been taken and how much is left.

    Since STP PH2 compliance has come in, paid parental leave has just become an earnings pay item and not a leave pay item.

    The workaround of running the Payroll Activity Summary or Transaction Listing Summary report to keep track of the earnings processed for the employee, is onerous and not available to the employee.

    5 votes

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     ·  2 comments  ·  Payroll  ·  Admin →
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  19. The Dashboard panel "Invoices owed to you" shows the number and total of
    * Draft Invoices
    * Awaiting Payment
    * Overdue

    Having a fourth line showing Unsent invoices would quickly notify users of those approved invoices which haven't yet been sent, whether intentionally or in error.

    4 votes

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  20. Include the payment dates and payments made when sending invoices to clients.
    Currently once the invoice is downloaded or sent to client, it shows the total amount paid, but not broken down by date as per the screen shot i have attached. Currently it only shows «InvoiceTotalNetPayments»

    30 votes

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