4578 results found
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AU Payroll - Option to split base rate and casual loading items
Please give us the option to split the base rate and casual loading items WHILE working with a timesheet. At the moment this has be manually done in every pay run if we want to show the loading separately.
18 votes -
Search suggestions - Most recently reconciled transactions
To quickly get to your most recently reconciled transaction/s (to quickly correct errors that you see as you press OK while reconciling), click the search bar and have the most recently reconciled transactions linked there ready to go.
Instead of having to go through the bank statement or account transactions and then locate the transaction that needs updating3 votes -
Find & Recode - Ability to bulk update exchange rate of multiple transactions
Batch change exchange rate
Currently, once a receipt has been entered the only way to change the exchange rate is to go into each individual transaction and edit transaction->change the exchange rate. I have a situation where i have hundreds of transactions that have been allocated the XE.com rate, but i would like those transaction to have the user defined rate. Also in receipts entered using the iOS app will use the XE.com rate even if there is a user defined rate set in settings.
I would like a feature like "find and recode" so i can filter for all…10 votes -
Invoice - Discounts more than 2 d.p
This column is useful but could be improved.
As already noted in another existing idea, it would be good if there was a way to indicate whether the discount is per-item or for the line. As it stands, if there is a count, then to emulate a dollar discount on each item, we have to manually calculate the total discount for the line (number * $ discount) to enter the appropriate line value.
The percentage discount option is good also (as it avoids the above problem with specifying an absolute amount). However, it has a different problem in that the…
11 votes -
Timesheet - Link the Pay Templates from the Individual directly to their Timesheet
Link the data already on file in the Pay Templates directly to the Employees Time sheet. Or at least remove the ability for Employees to view ALL pay items on their time sheet. This creates friction among Employees and angst re different levels that they may not be on. Despite the fact they can't see a dollar amount. Even if I need to create a new Time Sheet Template as long as ALL pay item are hidden on the time sheet from the Employee point of view. Seems an easy fix. get it done please.
17 votes -
Expenses - Set annual expense limits, with alerts
I want to track certain yearly expenses. I wish to put a limit to the expenses. When they reach the limit,I wish Xero can alert me. Eg Setting a limit on staff benefit per employee as $1,000. Once $1,000 is reached, a message can be sent to me.
5 votes -
UK Payroll - Delete unused leave balances from employee profile
Remove the accruals from an employee’s Leave tab / make it possible to delete leave type after it's been included in a payrun
3 votes -
mandate - Show mandate status and progress etc.
Show mandate status and progress: In Sage one of the Customer fields is their mandate status. You can see when the mandate was sent, whether it has been submitted, is being processed, is now active or has been cancelled. These are crucial for us. We are finding it very hard to get even a couple of mandates set up due to the way that first invoices are processed (on their invoice date rather than as soon after as practical). Then we have no way of knowing whether a mandate has been sent or is being responded to. It's guesswork. In…
2 votes -
Invoice - Remove invoice number and amount from link
Invoice link showing invoice number and amount in WhatsApp
3 votes -
User Permission - Separate approver roles for both Invoices and Bills
When raising client invoices, it would be good to be able to submit the invoice to a Manager for approval.
When processing supplier bills, it would be good to be able to submit the bill to a Manager for approval of payment of that expense.
In both cases, this would mean that approval details of "who" and "when" would be noted in the History of the invoice/bill without needing to attach a file showing the approval or tracking this outside of the system.
Ideally keeping the Approval role completely separate to the ability to edit the invoice/bill as well as…26 votes -
Banking | Manual import - Option to reverse Credits and Debits columns
A common problem importing bank files is the reversal of Debits and Credits. This is especially common with Credit Cards.
The "fix" that Xero recommend is to modify the file with a spreadsheet editor. This is only possible with CSV files and is error prone.
A setting to reverse credits and debits when importing bank files would be immensely useful when your credit card provider statement has it's debits and credits reversed.
Or maybe allow a bank to be treated as a Liability?
6 votes -
Reporting - Enable Report Title in custom reports
Enable quote "Title" field to be included in a custom report
1 vote -
Reporting - Ability to toggle GST on/off in a report
If you're searching transactions, it's time consuming to match against reports if they're gst exclusive. Could we have a button to toggle gst on or off in each report?
4 votesIs there a specific report or reports that you're comparing transactions with, Fiona?
With the Payable and Receivables Invoice Summary and Detail reports there are options to show (ex) and (inc) in different columns, we also provide options to show Net, GST and Gross amounts separately.
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Loan Interest Calculations
Ability to manage our loans in Xero. We should have the option to enter the interest %, term, opening balance, simple/compound interest and repayment period (monthly, annually, end of term etc.)
31 votesHi Jason, have you read our help on how you can set up and manage a loan on Xero?
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Files - Create bill in new tab
Would it be possible to create a bill from within the files tab, into a new tab. When you click create bill from within the file tab, it allows you to create the bill but once you click save, it just shows you the created bill. You then have to go back to the files tab and re-find the next file you want to create as a bill. Would be much easier if you could right click and create the bill within a new tab, so that the file tab stays open at all times.
Thank you!
15 votes -
Bills - Attachments from repeating bill template to be linked to generated bills
Attachments in repeating bills are not attached to the actual bills when Xero creates the bill.
If the repeating bill is deleted, the link of the repeating bills will be broken and we cannot get the attachment in the repeating bill.so I suggest
1. having the attachment in the repeating bill attach to the actual bill when Xero create the bill; or
2. have an archive function for repeating bills that are expired so that the actual bill can still be have a link to the repeating bill to find the attachment.Attachments such as working or scanned bills…
24 votes -
Dashboard - Ability to group Accounts in the Watchlist
ability to group accounts under the Accounts Watchlist in the dashboard just like how it works in PnL report with automatic updating based on a certain criteria
10 votes -
Invoices/Bills | Ability to search by exception (e.g no planned date)
Exception search capability - eg searching for invoices or bills that are not scheduled for payment.
3 votes -
Invoice - Project address appears on invoice
Project Address to appear on sales invoice - feel like this is critical for business's in the construction industry
17 votes -
Reporting - Ability to view balances while in edit layout function
Can you please add balances to the edit layout function so we can see what we are mapping or where things have automapped? I often need to open the financials in a separate tab while editing the layout because I can't see the balances and it would be nice if I didn't have to do that.
28 votes
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