4581 results found
-
Bills | Multi-currency - Show total amount owing at date bill raised
On a multi currency company it would be better for the total amount showing due matches the balance of all bills as per the date they were raised.
It causes confusion for clients when they pay a supplier, they usually just check total owed against the contact, if it's fluctuating to reflect exchange rates this means they may under or over pay the actual original bills.2 votes -
UK Payroll - Add reimbursed expense to gross to net report
The gross to net report currently doesn't include reimbursed expenses, and possibly other things we haven't found yet so the net pay doesn't agree to the payslips! Please can we have a gross to net report that agrees to payslips? Failing that even a report that shows reimbursed expenses per employee would be better than nothing.
22 votes -
Reporting - Show/hide option for future-dated payments in Aged Payables/Receivables
A aged report that will show the year end balance but can also update this to remove for payments that have been made/received post year end (something that can be done on Sage and is a very useful tool)
14 votes -
Running total of CIS liability on the dashboard
Could the CIS liability 'running total' become available on the Dashboard? For any CIS registered business it is important to know liabilities at the click of a button. Please can Xero support look into an "add-on" for CIS liability total shown on the dashboard.
3 votes -
AU Payroll - Remove STP filling errors once submission accepted
If there's an error in a payrun that causes STP filing to fail, that payrun shows up in STP finalisation for that financial year as something to fix. Given that filing STP just gives the YTD totals to the ATO, this means that even if I've fixed what caused the error, by doing a correcting payrun (as per Xero instructions), I will still be told that it needs fixing when running the STP finalisation for the EOFY. As will my client, who has now attempted to file the same payrun six times and is getting rather stressed about it, even…
1 vote -
Budget | Export - Separate column for Account Code
I would like to see the budget csv download with a separate column for ledger code. That way it could easily be sorted by ledger code rather than alphabetically.
11 votes -
Reports - Pin reports without favouriting them
It would be good to have an option to just “Pin” reports to have them on top of the report section but not in the Accounting Tab dropdown.
2 votes -
Projects | Tasks & expenses - Ability to group estimated expenses
Xero Projects - Group estimated expenses
It would be helpful to be able to set up categories to group together estimated expenses. For projects with lots of different expenses but of a similiar type it would be useful to be able to group these to more quickly see the various costs of a project. For example, to separate out administrative costs from material costs at a glance, so there would be a 'category' into which we could put tasks, estimated expenses and expenses to distinguish from other major costs while still tracking individual costs against the specific estimate.7 votes -
AU Payroll | Payslip - Change formatting of payslip file name
Add a date to the end of the payslip PDF file name. eg payslip_20220519 That way easy to save and file each slip without having to rename
21 votes -
Dashboard - Option to 'Edit account details'
Add 'Edit account details' link for bank accounts from dashboard.
2 votes -
Reports - Support for 1099 report for Canadian businesses
Enable 1099 report to Canadian businesses
2 votes -
Contacts - date added /opened to be included in the contacts report
When trying to identify how many new contacts have been added in a certain period it is impossible without pulling months of billing and sorting by client name. Also would be great for marketing to know about Client anniversaries.
Simply by adding a field for the date added when setting up the record would be ideal, it could then be shown on the exported contacts report.
15 votes -
Allocate Spent Money to supplier invoices issued at a later date
Allocate spent money to supplier invoice raised at a later date -We pay our electricity monthly by direct debit - we may have 6-9 payments that have been reconcilled as spent money as the next supplier invoice has not been received. It appears you have to remove & redo the reconcilliation rather than having a facility to allocate that spent money to the invoice. This is incredibly time consuming and should be a facility available.
2 votesThis is a bit backwards to the intention of what spend money transactions are designed for, Kevin.
Is there a reason reconciling the payment as a prepayment couldn't work for you here? This way when the bill is received and entered in your org you can allocate all the credit from those prepayments to the single bill without remove & redo.
-
AU Payroll - Set payroll deduction limit
We really need to be able to set a limit, be it based on number of instances or a dollar amount. Having to do it maunally at present is very problematic when you have a large payroll.
1 vote -
Purchase Order - Edit default .pdf name
Allows the option to edit the file name of PDF upon creation for Custom Purchase Order Templates.
Purpose: provides further customisation and automation of Purchase Order templates.
4 votes -
Reconcile - Link to open matched item
In the Reconcile Accounts view it would be great to be able to have a link to the item you are about to reconcile - like the "more info" on the statement side of the reconcile view. Often payments appear to match but it can be hard to tell without seeing the detail on the invoices or payments that have been registered against the invoice.
5 votesHi Rob, if you click the Find & Match text above the right hand side of the match this'll pop open the Find & Match modal where you can quickly open the invoice in another tab to check it's details.
Is this what you were after?
-
Sales Invoice - Mark as shipped or processed
Ability to mark an invoice as "shipped". I want to use repeating invoices, but it's an administrative nightmare having to use an external method to track which orders have been shipped to the customer. It's not like you can even download just the invoice header information into a spreadsheet and use that. The export option downloads all of the lines, as well.
An invoice could have a field like "physical item to ship" or "requires processing after payment" that could be used to filter for "unprocessed" items.
A tracking number would be useful, too. Setting it to "shipped" would send…
29 votes -
Xero Expenses - Negative line on a claim
The ability for the expenses claimant to process a negative claim where they have purchased something using their company card and subsequently received a credit for part or all of the original payment amount e.g. over charge or returned goods.
22 votes -
Expense Claims: Ability to add notes
Xero should add "Add Note" to Expense Claim just like we have it on Bills to pay. This would be helpful for requesters to provide additional information or make comment on their payment requests. Thank you.
9 votes -
Budget variance - Ability to show net and gross figures
To be able to run the budget variance to show either net or gross actuals and not just net as our imported budget is gross so the variance is always incorrect.
4 votes
- Don't see your idea?