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4617 results found
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Bankfeeds - Support for ATO Integrated Client Account
Be able to setup the ATO integrated Client Account as a Bank Account and receive a direct feed fro the ATO (or relevant Tax Authority) for transactions including Penalties and General Interest Charges.
5 votes -
Xero Dashboard - Sticky headings across other Xero pages
Hi there! Really loving the "sticky headers" in the new reporting - just so much easier to use and navigate. I wondered whether it would also be beneficial to implement something similar on the other Xero functions. Namely for employee details. Often, I would find that I would click a tab, scroll down and not find the information I was looking for (because it was actually in another tab facepalm), then I would have to scroll back up to the top of the page to select the right tab. If those tabs were "stuck" on the page, then it would be a simple click through across the tabs.
Hi there! Really loving the "sticky headers" in the new reporting - just so much easier to use and navigate. I wondered whether it would also be beneficial to implement something similar on the other Xero functions. Namely for employee details. Often, I would find that I would click a tab, scroll down and not find the information I was looking for (because it was actually in another tab facepalm), then I would have to scroll back up to the top of the page to select the right tab. If those tabs were "stuck" on the page, then it…
2 votes -
Reporting - Ability to view transactions including date of transactions & date created
Transactions posted after a period end affecting prior periods
Lock dates had not been set and as a result, there has been a few entries in to the last financial year.
How can I locate these entries?I have tried a transaction report, but there are no parameters that I could enter.
Ideally.Example -
Our year end is 31st August.
I would like a report that looks for transactions entered between dates 1/4/22 - 21/9/22 that have a transaction date up to 31.8.21 (last year end)In other accounting systems, you could take a unique reference number (URN) at the month end and show transactions posted after this URN but up to a certain date.
Transactions posted after a period end affecting prior periods
Lock dates had not been set and as a result, there has been a few entries in to the last financial year.
How can I locate these entries?I have tried a transaction report, but there are no parameters that I could enter.
Ideally.Example -
Our year end is 31st August.
I would like a report that looks for transactions entered between dates 1/4/22 - 21/9/22 that have a transaction date up to 31.8.21 (last year end)In other accounting systems, you could take a unique reference number (URN) at…
12 votesHi Kellie, you might find History & notes useful for getting the insight you're after here.
Though it's not possible to filter by the transaction date - You can set a date range like you've mentioned to view activity that has occurred post your orgs year end and ability to filter by Item types so you just view the item types you're interested in.
Keen to hear if this helps.
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AU Payroll - Reconciliation - Automatically recognise & match payroll transactions
When reconciling bank transactions,
It would be great if payroll transactions offered an automatic reconciliation in the same way that a batch payment of bills gives an auto option.11 votesHey community, thanks for your continued interest and feedback on this idea.
Right now, you can set up bank rules to code future payroll payments, or turn on Suggest previous entries so that Xero suggests a transaction each time.
If there's any future changes we will let you know on the thread here. Thanks
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Xero Me - Notifying employees that they have a new payslip uploaded in Xero Me
I feel it would be very useful that once a payroll is processed and the system uploads payslips into Xero Me that the employees either get an email from the system or the associated app notifies the employee that there is a new payslip available to view.
I understand that Xero can securely email payslips, but I think that it would be useful for Xero had the ability to be able to automatically notify employees of uploads into Xero Me
26 votes -
AU Payroll - Automatically accrue RDO hours
Automatically accrue RDO hours after a certain amount of hours logged.
Job management systems push 80 hours over as a timesheet in Xero.
We would like the total combined hours logged (ordinary hours, annual leave, RDOs, personal leave and public holidays) in excess of 76 hours to automatically be converted to RDO hours.
E.g: If I log 80 hours ordinary time, I accrue 4 hours RDO.
E.g: If I log 78 hours ordinary time, I accrue 2 hours RDO.
E.g: If I log 80 hours annual leave, I accrue 4 hours RDO.
E.g: If I log 72 hours ordinary time and 8 hours annual leave, I accrue 4 hours RDO.
E.g: If I log 70 hours ordinary time and 8 hours annual leave, I accrue 2 hours RDO.For us this is the same for casual and full-time workers.
Support ticket # CX0012476077 for more information.
Automatically accrue RDO hours after a certain amount of hours logged.
Job management systems push 80 hours over as a timesheet in Xero.
We would like the total combined hours logged (ordinary hours, annual leave, RDOs, personal leave and public holidays) in excess of 76 hours to automatically be converted to RDO hours.
E.g: If I log 80 hours ordinary time, I accrue 4 hours RDO.
E.g: If I log 78 hours ordinary time, I accrue 2 hours RDO.
E.g: If I log 80 hours annual leave, I accrue 4 hours RDO.
E.g: If I log…28 votes -
Contact | List view - View mobile when no phone number
It would be great if in Blue Xero in the Contacts list the "Mobile number" can be displayed when there is no actual phone number, currently you need to open the contact to see the Mobile Number. a bit frustrating.
8 votesWe've just released a recent improvement to searching contacts where you can now search a contact by any phone, direct dial, mobile or fax number saved in their contact record.
While you won't be able to see a contacts mobile number from the screen, you'll be able to search for a contact by a mobile number that's been saved for them.
We don't have further change planned to add more detail to this screen atm but we'll continue to track the support of the idea here.
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Notification - Alert when e-invoice fails
Very very occasionally, sending an e-invoice will fail. When this happens, currently the only way to find out is to follow up with the client about their unpaid invoice, find out they never received it, go into the individual invoice and look at the history. An alert would be very useful.
5 votes -
Invoice Payments: Support for additional GoCardless accounts
Please can we have the functionality to add more than one gocardless account to one organisation? We have a client account where funds are directed to a trust account under one account and then our normal gocardless account and would be great to be able to include both sets of transactions (at the moment we have one linked and the other is updated manually at the end of the month.)
3 votes -
Bank Reconciliation - Show Bank Balance when entering a Spend Money Transaction
When entering a Spend Money Transaction show the Bank Balance
1 voteHi Nickalaus, do you mind sharing a bit more on how being able to see the bank balance would help you when using Xero for your business?
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Expenses Claims Detail Report - Include approver
I would like to be able to run a report on expense claims which shows who has approved them at a glance, like a payable invoice report . At the moment, you have to open each and every claim to see who has approved it.
Thanks,
Sarah7 votes -
Subscription - 24 hour cancellation period
When purchasing a subscription, there should be a 24 hour cancellation period. On many occasions I have purchased subscriptions that were not correct or not necessary. I upgraded a few of my clients to the Early Plan from the Partner Plan as we needed Hubdoc. Then we found out that Cash Coding was not included and was not stated in the plan description. At that point, I was stuck waiting for 30 days before I could correct it.
3 votes -
Westpac Foreign Currency Feeds (AU)
Ability to set up bank feeds for foreign currency Westpac accounts. For those that bank with Westpac in Australia
17 votes -
Timesheets AU - Add "Skip" function to timesheets for non-work days
It would be helpful to have a "Skip" timesheet option for part-time staff to indicate that it's a non-work day (rather than assuming they've just forgotten to complete their timesheet). E.g. a checkbox above each day on the weekly timesheet that if checked would grey-out the relevant day. Rough example attached.
1 vote -
Projects | Task - Dropdown list
A drop-down list when adding a Task under a project for an Estimated expense or an Expense. We only see a list when we type something. What if we want to see the items in alphabettical order starting with the 1st item?
7 votes -
Reconciliation - Option for spend money transaction date to default to last entered date
My client uses personal funds for large part of expenses. I have to enter them manually (using Spend Money) and after each entry the screen defaults back to today's date.
Would be useful if Xero defaults to the last entered transaction date, when using Spend Money, instead to today's date.4 votes -
Reporting |Credit Notes - Date allocated
When allocating a credit note to a customer invoice we need to be able to report on this event and no date is stored at the point of allocation.
In the current system you can see credit notes allocated against invoices only when in the documents as a credit note displays similarly to a bank payment. You can to an extent identify credit notes allocated against invoices by running reports against the Accounts Receivable ledger, filtered by source 'credit note allocation' but you cannot filter this in any way to see recent events. The date of the allocation is deemed to be the credit note creation date which isn't reflective of reality. Credit notes are issued to customers but they may be allocated at a much later date to an invoice and to a different invoice than the one expected - this is often the customer's control depending on their remittance information.
Xero should at the very least store the date that the credit note was allocated to an invoice so we can report and review those allocations based on the event date. It is impossible to review these otherwise. For example my team have allocated a credit note today from 3 months ago as the customer has finally confirmed which invoice they will net this off against. But I can't see this anywhere as an event in any reports as it is now buried as a transaction from 3 months ago!
When allocating a credit note to a customer invoice we need to be able to report on this event and no date is stored at the point of allocation.
In the current system you can see credit notes allocated against invoices only when in the documents as a credit note displays similarly to a bank payment. You can to an extent identify credit notes allocated against invoices by running reports against the Accounts Receivable ledger, filtered by source 'credit note allocation' but you cannot filter this in any way to see recent events. The date of the allocation is deemed…
6 votes -
User roles: Restrict access to Invoice Settings
For internal control reasons the 'invoice settings' section should be only accessible for certain access types. Anyone with Xero access (excl read only) can go and adjust the bank account manually entered on the invoices sent to customers.
It would be great to have this locked the same way bank account admin is for supplier payments.
11 votes -
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.
1 vote -
Quotes - Option to bulk add new lines, as you can in Classic Invoicing
hi, please add bulk item lines function in quotation as like invoice.
1 vote
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