4692 results found
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Auto sales tax - Add Puerto Rico as a registered state
Add Puerto Rico to the sales tax lookup under States where your business is registered to collect sales tax
2 votesThanks for raising this as an idea on the site, Rhyse. We don't currently have plans for extending auto sales tax to other regions atm but we're keen to stay close to the interest of this here. I'll let you know if there's anything changes for this, here.
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AU Payroll: Alert employees when leave balance is above threshold
I want our employees to receive an automatic email when their leave balance is above a certain level, separate to their payslip. The email will be a prompt advising them of their leave balance and our company policy regarding taking leave. I'd anticipate the email workflow would be triggered once each payroll period, when it is completed, based on a conditional logic such as 'if balance is greater than X, this email is generated for Employee A'.
3 votes -
Batch payments - Back to revert to Awaiting Payments list with selections
Back button from the New Batch Payment window should take you to the Awaiting Payment window with the purchase invoices still checked. This has been lost with the upgrade to the Purchases window.
Now, the "back" button from an open batch takes you to the Purchases Overview, so you lose everything you've done4 votes -
Fixed asset register - Include rules for tax treatment of amortization where different to accounting treatment
Most companies have different treatment of accounting depreciation and tax allowances on the same assets. Having these setup and maintained in Xero would be a game changer.
Also: make FAR export dates sync up with regional settings - it's enormously frustrating having a FAR download in MM/DD/YYYY when one works in example DD/MM/YYYY
22 votes -
Reporting - Layout options on report settings for grouped accounts
When you have grouped various account codes together in the layout there should be an option to expand or collapse the report when it is being prepared without needing to go back into the report layout to open/close each group.
I can't imagine it would be too difficult for the development team to bring the functionality from the layout stage to the report stage.
3 votes -
AU Payroll | STP phase 2 - Split allowances from the hourly rate
STP2 - Splitting allowances for all purpose from the hourly rate
We have employees with all purpose allowances - ie it forms part of the base hourly rate and extrapolates in to overtime rates and annual leave loading. I now have to take it out of the rate and pay as separate line items including overtime and annual leave multipliers.
Is Xero in their pay templates going to make changes to say have a tick box to indicate an add on allowance to the rate so regardless of the pay lines (that are set up as such) they multiply they…
7 votesHey community 👋 thanks for the interest in this idea!
Just to clarify, when creating a new allowance pay item, you'll have the options to 'Contribute towards annual leave rate' and 'contributes towards overtime rate'.
This setting will include allowance type pay items in the calculation of annual leave and overtime rates.
I can see the main request here was a 'box to indicate an add on allowance'.
Can you confirm if this tick box in payroll settings solves that request?
-Ethan M
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Sales - Ability to calculate commissions
Ability to track Sales representatives commission for each sale.
Each invoice to a customer will require a commission calculation to be made and accrued to the reps account.Purpose: Ease of keeping track of commissions owed, and a pulse on cashflows
28 votes -
Reports - Use UK specific reporting terms (i.e. Sales Ledger and Purchase Ledger)
Head ledgers with correct names for UK market. We use Sales Ledger and Purchase Ledger not receivables and payables, also we call it nominal ledger or sometimes general ledger. Why can't you allow us to change the headings or at least set up Xero like Sage does so you can have a more accountancy based set up for advanced users and not the layman even though the content would be the same for both to see
1 vote -
AU Payroll: Change default sort order of leave requests
It would be great if all the Completed leave was in order with the most recent at the top instead of having to change the order every time I need to see the most recent or scroll all the way to the bottom. I love how the rejected leave requests are now all at the bottom of the Leave list on the employee record but I'm not sure what the "Employee Surname (A-Z)" sort option is for when I'm in just one employee
2 votes -
Activity Statement to include Sales Invoice number
It would be great if the Activity Statement Transaction reports included the Sales Invoice number in addition to the Reference field. The old full BAS report used to show the Sales Invoice number as the Reference field on the report.
We use simPRO for Invoicing and when the data is imported the Job No/Order Number is imported into the Reference field in Xero but we sometimes issue multiple invoices per job so the Invoice number is much more relevant as a reference.2 votes -
AU Payroll - Allow ordinary hours to reduce below 0
Xero should reduce Ordinary hours below nil when leave requests are input for the current/previous weeks if the total leave exceeds normal ordinary hours. Eg FT employee 38hrpw is off all current week on leave in addition to 7.6hrs for a day last week not previously processed. Currently, in this situation Xero will not reduce Ordinary hours below Nil and would pay the employee 45.6hours as leave. A manual adjustment is needed to reduce Ordinary hours to minus 7.6hrs to correctly pay the employee.
2 votes -
Projects Invoicing - Show total time entries per employee
Invoice in Projects - ability to combine time entries of employees to show total hours per employee
At the moment when you create an invoice in Projects, all the individual time entries are shown which can be 2-3 pages long. It would be great to have an option to combine all time entries per employee over a selected period so that the invoice doesn't have to be 2-3 pages long showing time entries done by each employee when all we need is one line item per each employee.
1 voteDoes this need to be on an employee basis, Jay?
At present, you can either create an invoice based on the Task or based on Time entries.
To confirm at present you can summarise the time entries by selecting to invoice as a Task - but appreciate this doesn't allow the individual lines for a employee breakdown
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Bank rules - Choose which rule to apply
I have a number of Telstra accounts that all come due within a day of each other. Xero can't tell the difference between the rules. I was thinking that when doing reconciliations, where it has the drop down tab "Options" if you could add "Choose a Bank Rule" it would save me having to ignore the wrong rule chosen by Xero and and manually have to fill in the data for the relevant Telstra Account when it comes in.
20 votes -
Online Invoice - Remove prompt to pay by card
Add the option to change invoices with stripe card payments linked up so that the prompt to pay by card does not pop up when they open the invoice, but the link on the invoice stay available in the terms & payment advice section.
My reasoning behind this is that I would rather recieve payment by bank transfer to avoid processing fees, but still want to offer the option for someone to pay by card.
2 votes -
Xero Projects - View transaction contact and date from project tabs
It would be useful to see the Date and Contact Name associated with each invoice and expense that is shown in Projects, rather than clicking to view each one each time.
This is particularly important now that we have realised that those with Projects access but not Standard User access to Xero cannot view the invoices or expenses to see that detail.
2 votes -
AU Payroll - Notify employees when their bank or super details are updated
When Bank or Superannuation details are changed for an employee, Xero sends an alert to the Admin/Account owner of the account. The employee details who have changed should also be sent an email alert.
4 votes -
Invoice Templates - Customize header for Paid Invoices
Would like to have the ability to customize the header for a paid invoice to be TAX INOVICE while the unpaid invoices are just called Invoice. Currently the templates allow for a custom title for the over due invoices, approved invoices but not paid invoices.
1 vote -
UK Payroll - More options for Gender
Add other gender options for personal settings, non-binary & intersex
24 votesThanks for confirming, Andy - Really appreciate the screenshot. 🙂
I've checked in with our Payroll team where this detail is saved.
We appreciate wanting more options for gender when entering personal details, and in some regions such as AU & NZ this is optional.
Currently, in order to ensure successful payroll filings with HMRC in the UK, we need to match the schema they provide. That said, our team are reassessing how this fits in Xero so I'll shift this Idea to 'under review' and can share any updates that come. -
Run a report on a monthly basis to pay my employees expenses
If employees are putting their expenses onto Xero Projects then you should be able to pull a report and pay their expenses from it. Otherwise they are going to have to duplicate work by putting it on Projects and then submitting an expense claim.
4 votesMaybe a case of understanding your workflows here a bit better, Rachel. Currently when entering an expense through Xero Expenses you can assign to Projects so these'll attach and show against your Projects in Xero - Would be great to get more details if there's something in here which requires duplication.
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Bank Rule - Ability to default to 'All conditions match'
Since the change to the updated Bank Rules page, it now defaults to 'Any Conditions Match'.
I have to change this to 'All Conditions Match' literally every. single. time. I create a bank rule, otherwise it defaults to matching almost all transactions.
This is a disaster waiting to happen.
11 votesThanks for sharing back on the change, Alan. It's difficult to make changes to suit everyone's needs, and changing the default from 'All' to 'Any' was carefully considered as part of the recent updates to Bank Rules.
This was something users told us would be helpful as many more users create 'loose' rules to capture more statement lines.
Currently there aren't any plans to change this back. What would be more useful would be the ability to set your own default, but for now we'll begin to track the interest of this here.
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