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4833 results found
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Fixed Assets - Search by Serial Number
It should be possible to search Fixed Assets by serial number using the existing search box.
Otherwise the Fixed Assets registration feature is not that useful, because if you have i.e. 50 of the same asset you have to manually open all 50 assets to find out which one actually matches the SN of the asset you are disposing.
If you can't search based on the serial number, what is even the point of entering it?
24 votesHi everyone, thanks for your feedback and detail of why searching b y serial # would be of use. We understand how this'd be beneficial when you have multiple of the same asset being registered.
At this time, as with a few parts of Xero our product team in the Fixed Assets space are focused on updating some core Fixed Assets technology to provide future capability and a consistent look and feel to what you've begun seeing in other parts of Xero like reports, and invoicing.
We'll keep watching the support for ideas closely and share any updates with you all.
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UK Payroll - Ability to re-instate an employee
A single button click to re-instate a previous employee, rather than having to re-enter all the information. Particularly useful for example when employing students in college holidays
6 votes -
AU Payroll - Tracking/Department Coding for reports
Payroll Department Coding - to be able to put a department code on all payroll categories and report to show employee name/gross wages/department coding assigned to payroll. The only way in Xero at the moment is through timesheets but this does not allow for all payroll categories to have a department code allocated. And when producing a timesheet report it does not show the $ gross wages for each employee only the hours. Need to include coding on allowances, leave and super.
53 votes -
Purchase Orders - Allow for backorders
Ability to use backorders in the Purchase Orders.
Purpose: Users can easily know which purchase orders have backorders.
77 votesWe appreciate all your support and sharing on your needs in backorders through this idea.
Our product team have been working away to refresh purchase orders which'll be released over the coming months.
Work for negative inventory is also in progress, and our team are looking at how this flow works through to sales invoices for backorders. 😊
We'll make sure to update you as there is more news to share. Thanks
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Sales Invoices - Add freight charge field
Ability to add freight charge fields in the sales invoice.
Purpose: To easily show the freight cost to the customer rather than having to edit the line items.
63 votes -
Fixed Assets - Depreciation for partial months
When calculating Leasehold Improvements as a Fixed Asset, the term is often not whole months even when using days it still does not calculate correctly for example we need to use 2.67 years to reconcile to our workbook.
2 votes -
MFA | Remove requirement to use
Get rid of this stupid MFA on EVERY sign in.
It used to be monthly which was bad enough, now it is a constant pain having to use an authentication device just to get access to Xero. MFA is a complete waste of user time. My bank doesn't use it and I trust them not to lose my money, so why does accounting software need it?
If the ATO insists on it with their stupid STP, then link it to STP and nothing else.13 votesHi everyone, we appreciate your feedback about multi-factor authentication, and this has been shared with our teams internally. Security and protecting your data is highly important to us and we want to be upfront that we don't have any plans for removing the requirements for logging into Xero with multi-factor authentication.
That said, we're continuing to improve the experience and offering more ways to verify your identity when logging into Xero.
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Quotes - Add CIS
Be able to use CIS nominal codes on quotes so CIS is displayed
47 votesHi community, there was a brief window in which users were able to unintentionally code line items to CIS codes. However, there is more complexity in calculations for CIS and work that's needed to reflect this appropriately.
Thanks for starting an idea in this, we'll begin to track the appetite as a possibility for future work. -
Statement - Generate customer statement balance report with multiple currencies that can be exported to Excel
Hi, I'm wondering if there is a method to generate a customer statement balance report with multiple currencies (including a contact filter) and export it in Excel spreadsheet.
I've attempted a few approaches previously:
Using the path: 1) Business->Invoice -> Send statements. However, this only displays the source currency and doesn't offer an Excel export option.2) Accounting -> Report -> Account transactions
While this displays transactions in multiple currencies, it doesn't provide the option to show the balance brought forward from the previous month.3) Accounting -> Report -> Customer Invoice Activity Unfortunately, this report only shows the functional currency and doesn't allow generation in the source currency either.
Is there an alternative method or solution to achieve this?
Hi, I'm wondering if there is a method to generate a customer statement balance report with multiple currencies (including a contact filter) and export it in Excel spreadsheet.
I've attempted a few approaches previously:
Using the path: 1) Business->Invoice -> Send statements. However, this only displays the source currency and doesn't offer an Excel export option.2) Accounting -> Report -> Account transactions
While this displays transactions in multiple currencies, it doesn't provide the option to show the balance brought forward from the previous month.3) Accounting -> Report -> Customer Invoice Activity Unfortunately, this report only shows the functional…
2 votes -
UK Payroll Reports - Option to export to Excel
P11 PAYE & P11 NIC annual reports, need to have an option to export as Excel, instead of auto downloading as a webpage.
My auditor requested these in Excel format and there was not an option for this, it would make it much easier if these type of reports could have download options, so you could export to excel.
This will also allow usage for tracking and internal auditing.
Yes, you could copy all and paste into excel, but this isn't always reliable as sometimes it will paste it all in to one cell, (which is a pain to fix) you cant be sure you haven't lost any data without comparing both reports, this is time-consuming.Download/export options for all reports would be a great help.
P11 PAYE & P11 NIC annual reports, need to have an option to export as Excel, instead of auto downloading as a webpage.
My auditor requested these in Excel format and there was not an option for this, it would make it much easier if these type of reports could have download options, so you could export to excel.
This will also allow usage for tracking and internal auditing.
Yes, you could copy all and paste into excel, but this isn't always reliable as sometimes it will paste it all in to one cell, (which is a pain to fix)…4 votesHey Sam, thanks for sharing this idea.
As you’ve found, it’s not possible to export the P11 reports in excel format. Totally understand that copying and pasting details from the .html file is a time-consuming process!
Just curious if there’s specific information required in the P11 reports that’s unavailable in our other reports?
You can find much of the same information in the ‘Gross to Net’ and ‘Payroll Activity Detail / Summary’ reports, and they do support saving as an excel file.
Let me know if that solves this one for you, and we’ll switch this one to delivered 😊
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Timesheets: See selected approvers on timesheet
See who was selected as an approver by employees. If we have been selected as an approver by the employee, it is currently impossible to know if they also selected their appropriate approver to know if we should reject the timesheet or leave or if we can wait for the appropriate approver to approve the timesheet or leave.
11 votes -
Payroll Report - Annual Payroll Summary
A year-end payroll report which lists the employees, and provides total amounts for Gross earnings, PAYE, and all other deductions for the financial year, with company totals at the bottom. Basically it could just be a one-page summary for the year, depending how many employees there are. Most other payroll systems have the report option, and it's very important for end of year wages reconciliations.
39 votes -
User Permissions | Projects - Read only access to Bills & Invoices of a project
We have assigned users to specific projects but in order for them to see the invoices and bills against this project the settings must be changed so that they can access all bills, invoices and contacts to amend.
I would like a feature so that someone assigned to the project can have read only access to the invoices and bills ONLY associated with this project. Allowing them to still run reports and view profitability on their project but they cannot amend invoices and bills or cannot access others that are not their projects.
18 votes -
Reports | VAT201 - Add Google Sheet format for download
Please INCLUDE GOOGLE SHEETS for ALL downloadable reports in Xero. Some reports are downloadable only in Excel. SUPER FRUSTRATING!!!!!!
1 voteHi Johann, so I can get your request in front of the right team, I just need to check which reports you're specifically referring to. Would one of them be the VAT 201?
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UK Payroll - Access to communal time off calendar for employees
UK Payroll- Access to a communal time off calendar for all employees.
As a smaller business we try to have one employee off at a time where possible- it would be hugely useful if they could access a shared leave calendar in the same place as they request leave & submit timesheets from. This would pull data from my admin overview calendar and stop me having to create external calendar in iOS and another in android which leads to missing data etc and wasted holiday requests. They could see if the leave they want is available prior to the request.33 votes -
Bills - Copy to invoice
Copy a Bill to an Invoice. We have many instances where we need to charge out for the invoice that we received. You can copy Quotes and Purchase Orders to Invoices and Bills already. Not sure why this is not already a function.
29 votesHi everyone, appreciate the continued conversation here. Please bear in mind while a solution may not solve what you're in need of, it's generally offered from a good place, where everyone is trying to help one another.
As noted earlier there are a couple of existing options that some may be able to make use of like;
- Using Billable expenses to mark items of your bills as an on charge to your customer which can be easily added when the invoice is created for the customer later on, or
- Perhaps entering the invoice first, and then copying the invoice to a bill
We totally get some users find this second option useful and it's not quite available within the new invoicing experience just yet. There is a specific idea for this that I'd encourage you to join and follow for any updates as we're continuing to develop the new experience.
While we're tuned into the idea for being able to copy a bill to an invoice, being open this isn't something we have direct plans for in the near term, but we will share if there's any news or change, here.
Hi everyone, appreciate the continued conversation here. Please bear in mind while a solution may not solve what you're in need of, it's generally offered from a good place, where everyone is trying to help one another.
As noted earlier there are a couple of existing options that some may be able to make use of like;
- Using Billable expenses to mark items of your bills as an on charge to your customer which can be easily added when the invoice is created for the customer later on, or
- Perhaps entering the invoice first, and then copying the invoice to a bill
We totally get some users find this second option useful and it's not quite available within the new invoicing experience just yet. There is a specific idea for this that I'd encourage you to join and follow for any updates as we're continuing to develop the new experience.
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Emails - Avatar in email inbox to use business logo
Have the option to change the Avatar/ coloured circle with initial in email inbox, to a business logo when emails are sent from Xero on behalf of the business. I.e when sending out invoices and quotes through the Xero app.
3 votes -
AU Payroll - Employees - Emergency Contacts and Emergency contact report
Ability to add employee’s emergency contacts and export it.
Purpose: Users can have their employee’s emergency contact in case they need to contact them.
62 votes -
Invoices | Export to include customer number and VAT number
can you please add columns for customer account number and VAT number to invoice export data sheet? this should be a simple add as so much of the customer data already is there. it makes business analysis much better. it is far too cumbersome to track customer profitability otherwise.
thanks!1 vote -
NZ Payroll | Kiwisaver - Show deduction rate on payslips
A client has asked for the functionality to show the Kiwisaver deduction rate for employees on their payslip?
It would be really helpful for all staff to know what this is, and also check they are on the correct rate?
8 votes
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