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4565 results found
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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 -
VAT return -Side navigation or contents pages
VAT Return - transactions by VAT Box
Hi our company VAT return is currently over 400 pages long. Reviewing it is not easy when you have the box 1 figure on page one. I then scroll to about page 65 to get to the box 4 numbers after scrolling past it 2 or 3 times.
It would be amazing if there was a navigation panel to one side that I could click and it would take me to the page of the vat return relevant to the box number I want to review.4 votes -
UK Payroll - Include opted-out employees in PAPDIS pension file
PAPDIS Pension reports for submission should include ALL employees not just those who have not opted out as the pension provider (creative) I submit to need all the information as they do the pension assessment on everyone every month. I have to manually edit the csv downloaded every month which can lead to mistakes.
3 votes -
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 -
Invoice/Bils: Importing - Use Contact Account Number instead of ContactName
When importing invoices and bills, to have the option to import using the Account Number where specified, instead of the Contact Name to avoid the issue of creating duplicate contact records where the name does not match exactly in Xero.
23 votes -
Dashboard - Show Current/Actual VAT liability
Similar to other "snapshots" available on the Dashboard, for any VAT registered business it is important to know liabilities at the click of a button. Please can Xero support look into an "add-on" for VAT liability total shown on the dashboard
39 votesHey everyone, just a quick update on this one, as it was shifted to delivered in error.
Whilst we have refreshed the VAT dashboard widget with a new look, it does not display your current VAT liability - apologies for the confusion.
We’ll be opening this idea back up to votes and feedback from the community.
As the team have confirmed this is one they’re exploring, we’ll pop it in ‘working on it’ for now.
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User Access - Restrict Invoice only role to Customer list
There is a role setup for Invoices Only (Purchases). This is useful if you want to have a User process Accounts Payable Invoices, but without providing access to Sales Invoices.
However, if you login with this role, you can see 'All Contacts' as well as the list of all 'Customers' and the billing amounts outstanding. Surely this is inappropriate if the role is for Invoices Only (Purchases)?
The suggestion is that a user with the role 'Invoices Only (Purchases) can see Supplier contacts, but cannot view Customer contacts (which is really what most people would expect if this role is chosen).
There is a role setup for Invoices Only (Purchases). This is useful if you want to have a User process Accounts Payable Invoices, but without providing access to Sales Invoices.
However, if you login with this role, you can see 'All Contacts' as well as the list of all 'Customers' and the billing amounts outstanding. Surely this is inappropriate if the role is for Invoices Only (Purchases)?
The suggestion is that a user with the role 'Invoices Only (Purchases) can see Supplier contacts, but cannot view Customer contacts (which is really what most people would expect if this role is…
45 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 -
Invoices/Bills - Sorting Invoice number to be sequential
Invoice numbers to be sorted in sequential order so when you get past 9999 the invoices going to 10000 upwards don't then end up at the bottom of the list and out of order.
30 votes -
Sales overview - View payment method in invoice list
Add payment method to the main screen
If a Payment Method was on the main Invoice Awaiting Payment screen, maybe next the sent icon this would make things so much easier, you can also see clearly who is on Direct Debit.
Thanks
26 votes -
Xero Central support - Allow Admin staff to view all xero support cases for their organisation
I use other apps where, if staff submit a case request, I can view it automatically without the need of manual sharing (that xero does).
Its important that admin staff can view all xero case support messages that is submitted by staff - especially if the staff isn't going to stay with our firm.
Its very frustrating to continue on with a xero support case that only exist on a work email of a staff that no longer works for us.
3 votes -
NZ Payroll - Ability to bulk approve timesheets.
NZ Payroll - bulk approve timesheets
25 votes -
Bills - Record delivery notes for goods received, and attach to bills
We are a retail business. 15 companies and 65 shops across Australia. We currently have 285 different suppliers from whom we buy multiple items without creating purchase order as we order them on phone or online portal. We have Xero just to maintain supplier payments only.
Now, many suppliers send us periodic invoices means one invoice for multiple deliveries.
therefore, if we can enter delivery dockets header data only in bills to pay section just for records purpose we can track deliveries and assign them to Invoice once it arrives just like credit notes.
So we would know that we are confirming all deliveries before making payment and all deliveries can be seen any time we open Invoice in Xero just like all credit notes from suppliers.
This makes back tracking very easy with Xero without maintaining separate excel file for Delivery dockets.
In Business section we should have Delivery Dockets along with other options, as delivery dockets arrives first, so we should be able to enter delivery data for tracking future incoming invoices. i.e. Supplier name/Delivery Docket No/Delivery date/Description/Location.
Once invoice arrives we can assign all delivery dockets to any specific invoice just for our record for future reference just like credit notes but without $ amount.We are a retail business. 15 companies and 65 shops across Australia. We currently have 285 different suppliers from whom we buy multiple items without creating purchase order as we order them on phone or online portal. We have Xero just to maintain supplier payments only.
Now, many suppliers send us periodic invoices means one invoice for multiple deliveries.
therefore, if we can enter delivery dockets header data only in bills to pay section just for records purpose we can track deliveries and assign them to Invoice once it arrives just like credit notes.
So we would know that we…20 votes -
GoCardless in Xero: Expand direct debit auto-match
I have used both the old & new GoCardless/Xero integrations. I thought the old one was great from an automation perspective if you were able to automate contact creation and this would automatically match the direct debit with the contact.
Unfortunately, the new integration is quite restricted and an auto-match will only be done if the DD mandate is created directly from an invoice in Xero. This makes things very difficult from a scalability perspective and makes the new GoCardless/Xero integration unworkable. I've worked some businesses who have 30+ new customers a week and, once the migration from the old integration ends, this new integration will no longer be feasible for them. This would mean either moving payment processor or moving accounting system.
I have used both the old & new GoCardless/Xero integrations. I thought the old one was great from an automation perspective if you were able to automate contact creation and this would automatically match the direct debit with the contact.
Unfortunately, the new integration is quite restricted and an auto-match will only be done if the DD mandate is created directly from an invoice in Xero. This makes things very difficult from a scalability perspective and makes the new GoCardless/Xero integration unworkable. I've worked some businesses who have 30+ new customers a week and, once the migration from the old…
13 votes -
Reconciliation: Find and Match - add filters for date ranges
In the Find and Match screen, add a filter for a date range rather than having to scroll thru all the outstanding transactions.
48 votes -
Invoice / Batch Deposit: Export Bank File
Export a file that collates all invoices for each contact, to be uploaded to your bank to run customer direct debits. The same as you can do for bill payments. We currently use UCollect for $360pa, if anyone has any other ideas for this simple task -while Xero is working on building it ;) ...I'd love to hear them, TIA.
20 votes -
Budget Manager: Support for 13 period accounting
Ability to setup a 13 week budget (blocks of 4 weeks). We currently cannot utilise the budget function because there is only the ability to budget monthly.
10 votes -
Reporting | Copy custom report - Editing Shortcut
When selecting a published report to copy for the next period, it would be ideal if there was a copy and edit option in the shortcut options. This would allow users to create a copy of the report from the main menu instead of being required to open the report and then selecting the option.
7 votes -
Reporting - Monthly Transaction count
For accountants and bookeepers who charge fees based on number of transaction lines being recorded it will be great if a simple report can indicate the number / count of transactions recorded by each Source in a given period.
This will also be helpful for new accountants and book keeper who are sourcing for clients who are using Xero to share that details so a smart quotation can be provided
Manesh
7 votesHi Manesh, have you tried the new Account transactions report? When you run this report you'll be able to see how many items are in the report, noted in the menu bar at the bottom of the screen.
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Reports - Use UK specific reporting terms (i.e. Sales Ledger and Purchase Ledger)
Head ledgers with correct names for UK market. We use Sales Ledger and Purchase Ledger not receivables and payables, also we call it nominal ledger or sometimes general ledger. Why can't you allow us to change the headings or at least set up Xero like Sage does so you can have a more accountancy based set up for advanced users and not the layman even though the content would be the same for both to see
2 votes
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