459 results found
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GST | Increase backdating of GST returns
Why are we limited to backdating GST Returns in Blue Xero just 12 months.
It's crazy to limit the backdating of GST Returns to 12 months for Advisors. In an ideal world our clients are well behaved and we only need to deal with recent GST Returns. But we often get situations where we need to backdate GST Returns beyond 12 months: ie A client comes to us who has been trading for 2 or more years and not filed any Tax or GST returns - how do we deal with that? Or if we are doing a migration from…
34 votesHi everyone, with Xero's new GST returns can now be created back in time with no limit.
The one thing to note here is that returns do need to finalised and filed in order of the period of the return.
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Bank Reconciliation - Remove imported statement balance
Bank Reconciliation
Remove the Imported Statement Balance as at best it does not work at all and at worst it imports the wrong value, which is very upsetting for clients.
7 votesHi everyone, sorry we've not updated you again sooner on this. With the new Bank Reconciliation Summary report you'll find there is now an option from the 'More' button at the top of the page to uncheck the 'Imported Statement balance' which will then hide this from the report. 🙂
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Payment Service - Adding Klarna as an option
Add Klarna as a payment option within the Stripe/ Xero integration
CX0013452500 is the ticket i raised this. Would drive sales for us3 votesOffering Klarna as a payment option is now live 🎉 This is available through Stripe, and we have some simple steps to help you get set up.
Thanks again to everyone that has shared with us on this here. We appreciate your input to continue developing Xero for your needs.
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Xero Me: Allow multiple timesheet entries in one day when using start and end times
Add the ability to Xero / Xero Me for multiple time sheet entries per day.
For staff who work across multiple sites having the ability to add multiple time entries per day and either select a client to associate those entries against, or add a note for each time sheet entry would be fantastic.
Ultimately you would allow up to 6 time entries per day.Example
Monday
Time Entry1= 8:00 - 11:30am (note= site 1)
Time Entry2= 12:00 - 3:30pm (note= site 2)
Time Entry3= 3:30pm - 5:00pm (note = site 3)Doing this would improve the functionality and uptake…
6 votesHey team, apologies we've not got back to you here sooner. Our product team have implemented a change so you can now enter the start and end times in a timesheet, which enables you to enter time spend in multiple locations.
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Bills - Manually adjust VAT for each line
Ability to edit VAT line by line on bills in order to agree balances to supplier invoices (Due to rounding issues)
32 votesHey community, thanks for all your support on this idea.
Tax adjustment functionality varies by region, as this idea was raised relating to adjusting VAT in the UK I'm popping in to switch it across to delivered!
To adjust the tax amount for a line item when creating a bill:
- Select the Tax exclusive option in the Amounts are field
- Click the + symbol next to the Tax Rate heading to show the Tax amount field.
- Edit the amount shown in the Tax Amount box.
Our Adjust the VAT amount on unpaid transactions support article provides further information on this process.
We have ideas for this similar option in the AU version here, and another for NZ here that you can follow for updates. For other regions, you’re welcome to create a new idea so we can gauge user need for this.
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NZ Payroll | Employees - Enter hours worked per day
Would be great if the days per week and the hours per day could be for each day rather than a total amount. Sarah does a total of 30 hours per week
Monday - 0hours
Tuesday - 6 hours
Wed- Fri - 8 hours per day
but because we cant specify what days we have had to go 4 days per week with total hours per day 7.5. This is confusing to look at but we also have to remember when it is a public holiday to change it. Would be good if we could specify the hours worked per…31 votesHi everyone, you can now create new working patterns for employees which allow you to add in the specific days and hours they are contracted to work!
This improves the default hours used in calculations around public holidays, leave requests, the first pay, the last pay and when working patterns change during the pay period. Thanks again for all your feedback on this here.
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Bills to pay - Filters to apply when editing bills (e.g Approve & view next)
In the new bills to pay draft screen even though I search for a particular supplier or filter alphabetically so I can find a certain supplier when I go into the first one and approve & view next instead of giving me the next one of that supplier (the filter I have on) it goes to the next date. I need to approve a lot of invoices and it is much quicker to do by supplier and be able to go straight to the next one. I could do this in the old bills to pay drafts but can't in…
3 votesHi community, thanks for sharing your needs with us in product ideas here. As you may have seen we've released some new features in the bills space and you should find our new quick view of a bill solves for what you're after here.
With quick view you can easily filter for a supplier, then view each draft bill for that contact before bulk approving all bills at once. Simply click the downward arrow above the bill in the side view to move onto the next. 🥳
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UK Payroll Holiday Fund Options
The ability to set up a holiday calendar period of our choice (we have multiple clients with varying holiday calendars) with the option to have the full holiday entitlement available and for the available balance to reduce as employees take annual leave.
24 votesHi everyone, coming back to this idea I'm pleased to share that with functionality we delivered last year this is now possible!
You can now set up an employee's leave policy to accrue based on a custom date of your choosing, so their entitlements will be accurate and accrue based on your companies leave year. We have more detail on setting up an employees leave entitlements on Xero Central.
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Contacts - Edit option on Financial Details tab to link to Financial Details section
If I'm looking at the "Financial Details" tab for a contact, when I click the "Edit" button, I should be taken to the "Financial details" section of the "Edit contact" page. Currently, it takes me to the first section, which happens to be "Contact details".
1 voteHi everyone, coming back over the idea here this idea has now been implemented with other changes in Contacts.
Now, when you select to edit a contact from Financial details tab you'll automatically be directed to the Financial details section when the edit screen opens. 🎉
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Bills - Approve when importing bills
While importing bills from QB in bulk, it would be a great time-saver if Xero could automatically Approve the bills while being imported. Currently they go to the Draft folder.
2 votesHi team, coming back across this idea, and with quite some time since it's last interaction we're going to, move the idea to delivered with the previous option suggested the best options here.
Xero Partner's have access to a Conversion toolbox when setting up a client orgs which'll allows them to import invoices and bills as any status.
However if you're not a Xero Partner, while bills import as draft, it's quite easy to bulk approve imported draft bills from the list view of the Draft tab - Just select all the bills you'd like and click the Approve option
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NZ Payroll - Employee search filter in the Leave Transaction Report
would be great to be able to filter current employees when looking at Leave Transaction Report. We have many hundred old employees and have to scroll through all of them to get the individual employee.. also no search function to be able to find the employee easily
2 votesHeya team, thanks for sharing back on how we could improve Xero for you.
As part of our upgrading Payroll reports with the new version of the Leave Transactions report for both Australian and New Zealand versions of Xero, you can now Search by Employee. So, you'll be able to quickly jump to an employee of interest!😊
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Xero Me App (AU) | Approver - View breakdown of hours (start/end) before approving
It would be useful if a Xero Me App - Approver had the ability to view a break down of the hours an employee works across the week (not just the total hours worked) before approving the timesheet. I see there is a lot of support for adding start & finish times and break times in the Xero Me App and this would be an extension of that.
29 votesHello community 😊
Thanks for sharing this idea. I’ve just updated the title to be AU specific as this feature has been delivered in the AU region! For our NZ voters I’ve split this to a new idea and transferred your votes.
We added a timesheet setting in Xero Me (AU) that lets employees record start and end times for work and unpaid breaks. With this, Team Manager / Approver roles have the ability to review and approve start, end and break time entered, as well as any notes added by an employee on timesheets within the Xero Me app 🎉
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Dashboard | Cash in & Out - Link to new bank account summary
Reports: Bank Summary Report
The recent shift to new reports has not considered the Bank Summary Report. It is an important report in the sense that it tracks movements and balances for all the banks.
Please consider creating the Bank Summary report in the new format.2 votesHi team, thanks for the idea here and apologies we've not rounded back on this sooner. We made an update so this widget now links to the new Bank Summary report 🙂
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AU Payroll - Employee Notes Report
It would be great to be able to export a report of all notes on employees contact. We use the notes section to record notes about attendance issues, conversations, warnings given.
2 votesHi Kylie, while there's not a specific employee notes report, you can run the Payroll History with a few filters to get what you need here.
When you run the report you can either run it for all employees, or select the specific employees from the drop down. Set the Type to 'Employees' and Apply.
Once run you can then enter 'Notes' in the search to further filter and only show employees notes added to their records in the set date range. If needed you'll also be able to export the report to Excel or PDF.
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New Invoicing - Use Tab to confirm highlighted suggestions and move across fields
Currently: In new invoicing we are provided with suggested items when completing fields such as "To:".
Using Enter at this points selects that highlighted suggestion, but using Tab ignores the highlighted item.Request: Enable Tab to be used in new invoicing to confirm a highlighted selection. The same function as Enter currently provides within this context.
Tab is an active keyboard option in other areas of Xero such as Bank Reconciliations so this would keep the UI more consistent.17 votesHi team, we recently made a change to the tabbing behaviour, so now when you tab to a field and highlight an option, tabbing to the next field will hold the selection that was highlighted.
For example pressing Tab in the 'To' field will hold the highlighted contact, and move you onto the 'Issue date' field.
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Payments - Add Tracking Categories
I would like to be able to assign a tracking category to the payment. I have the expense going to Tracking Category A but I want the payment from the bank account to go to Tracking Category B.
1 vote -
Account Transactions Report - Show VAT for Bank Accounts
To enable VAT to be shown on Account Transaction Reports for BANK ACCOUNTS
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When reconciling the VAT to the VAT Reports, it is necessary to pick up the VAT from each type of transaction. We can pick up some of the outputs from the Sales Day Book (Receivables Invoice Detail) and some of the Inputs from the Purchase Day Book (Payable Invoice Detail) but what of the VAT which is dealt with straight from the Bank Account with no related Invoice / Bill.VAT Inspectors require a clear audit trail and although the VAT Reporting itself shows each transaction,…
7 votesHi team, we wanted to return and provide a further update to the idea here understanding it's still getting some attention. As mentioned in my last post we introduced a common format('Account Transactions with tax rates') within the General Ledger Details report that provides a more direct overview of the tax entered for all transactions in your organisation. It includes all transactions that have a tax implication to the ledger regardless of where they came from.
To provide a bit more on how tax treatment is shown and how Xero works - Xero automatically splits transactions to record the tax element of a transaction based on the tax rate selected on lines of your transactions, this saves you time having to record the apportionment in separate lines.
Bank transactions that are shown in reports are the amounts that have been received in your actual bank account and there fore they…
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Xero Me (AU) - Remove rejected leave items from view
Remove rejected leave items from view. As currently they are front an center even if related to a historic time for all employee when in desktop version of Xero Me.
14 votesHey all, 👋 thanks for your support on this idea and sorry for the late update. I’m popping in to switch it across to delivered for our AU users!
Just before the end of the year, we rolled out the option for employees to archive their rejected leave requests in Xero Me web.
Thanks again for your feedback 😊For voters from other regions, if this is still something you’d like to see feel free to make a copy of this idea and pop the region in brackets.
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Bank Account | Imported statement balance - Ability to edit
In the case of no transaction in a bank account, we can't import a blank CSV and so the statement balance date stays the date of the last import transaction.
I wish that we could modify the statement balance date to today's date even if no transaction occurred since the last import.
12 votesHi team, back again to confirm that this has now been rolled out to all regions.
As note in my last update the new Bank Reconciliation Summary report now gives you the ability to enter a Bank statement ending balance.
If you don't have an imported statement balance or the imported statement balance doesn't match your actual bank statement you can enter an amount and Xero will calculate the balance out by based on your input.
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GST return - Include number of transactions in the GST Audit report
Item Count for Purchases , Income and No GST Transaction seperately and then total on end as it Count it as item number already.
1 voteHi Guramit 👋 The new New Zealand GST experience is now available to everyone. As noted previously, the Transactions tab now shows the number of transactions in each section displayed on screen. 😁
Thanks for sharing where you'd like to see change in Xero.
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