4899 results found
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AU Payroll - Multiple company addresses for payslips
We have multiple sites within our payroll company. Each site is in a different physical location. We have set each location up as a "Group" Each employee is set to a group. This way, we can sort and report on each location within our payroll entity.
However, we need the payslip to show the address of the location, rather than the address which is showing in the organisation settings. I understand that we can set up a different physical address, but is it possible to have a separate address for each group or location within this organisation?
We need this…2 votes -
UK Payroll: Time off balance - exclude Time off requests for the next year
It'll be good to be able to submit leave requests for the next year without affecting the current year's balance.
Towards the end of the year for the holiday allowance, employees start to plan their time off for the next year.
It'll be good for the system to recognise that the leave request is for the next year and only deduct off the balance once the new year starts and the balance is reset.
31 votes -
Reports - NANE not available on balance sheet
Currently you can itemise NANE income on the P&L, however when doing annual accounts this NANE is not tranferred to the balance sheet. This shows an incorrect current year earnings.
1 vote -
Bank Feeds - Add a transaction code and use on the account transaction
Transactions imported by Yodlee Bank Feed do not display in the chronological order that they occur in my online banking portal or bank statements.
As I have a lot of bank transactions on any given day, this makes it time consuming to do any kind of reconciliation between by online bank account and my bank feed import as I have to match each transaction up in the different orders they appear.
This is a regular occurrence as Yodlee sometimes imports transactions part way through a day and I have to work out where I got up to processing these transactions…
1 vote -
New Account Transaction report - Show closing balance on first page
Please restore the display of the closing balance on the first page of this report.
The report is used each month to check control accounts which may go to many pages.
The closing balance used to show on the first page which was extremely helpful not you have to scroll to the bottom (and you have removed the option for less transactions to show) and then we have to scroll through to the last page in order to see the balance.
Please bring back the functionality of the old report before you stop access to it-
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Screenshot 2023-06-02 16.49.45.png 412 KB
1 vote -
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Xero Me: Demo app
Xero Me App - Testing
It would be great if we could test the Xero Me app (similar to how we can with the Demo Company for Xero) to be able to see what employees see.
17 votes -
Bills to pay - Add column for 'Account'
Please add a setting option or a column for display details about "Account" in the table shown in "Bills to pay" instead of only showing "Ref" which the information of "Account" is important and moreover we don't need to waste time to entry "Ref" for checking.
6 votes -
AU Payroll - Support for Superstream Alternative File Format
We need to be able to export SAFF (ATO super compliant files) to Superannuation clearing houses. I am unable to upload a file as Xero is not SAFF compliant.
12 votes -
Make Invoice Settings accessible from Invoices Summary page
If I need to make changes to the invoice settings from within the invoice page, there's no way to access the settings. In fact, it was pretty hard to find the invoice settings at all! Please put a direct link from the Invoice summary page to the Invoice Settings. (I agree with another suggestion that access to Invoice Settings should be controlled by role type).
3 votesGood to hear you've an existing idea you'd like to support too around access to settings, Natalie. Currently only the Standard or Advisor roles will have access to Invoice Settings - more on this here.
When it comes to accessing Invoice Settings from sales, while it's not available from the list view of invoices, you'll find if you have the right role you can jump across from an individual invoice by clicking the 3 dots in the top right of the page - see my pic below.
Does this accomplish what you're after here?
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Bills - Option to tick items and move to the relevant tab
We need a tick box in the ALL tab section for Purchase Overview Bills - We should be able to from the ALL tab select Draft, Awaiting approval, Awaiting payment, Repeating. You constantly have to go from tab to tab when searching in ALL
1 vote -
Fixed Asset Schedule - Edit Layout
Fixed Asset Schedule report you cannot edit the layout, we would like to be able to edit the layout mostly to insert page breaks.
9 votes -
Reconcile | Stripe - Auto match
When a shopping cart item is purchased via Stripe (as opposed to via an invoice from Xero), the transaction goes to the bank and then is imported into Xero via the bank feed. Because of this, none of my transaction totals or associated fees come through, forcing me to manually adjust every single transaction to properly account for the fees in my bookkeeping. This is unsustainable and ridiculous. When I used PayPal, I was able to set up PayPal as an account and therefore properly reconcile everything coming in through that portal and then associating the transfers with the amounts…
4 votesHi Allyson, there is a way to automate your Stripe payments to the lines imported with your feed. We have some help on this here.
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Sales invoice List - Option to add an "Excluding" filter option
When using search in Bills/Invoices Awaiting Payment, it would be beneficial to include an option to allowing to search or filter for "not" or "excluding".
For example, if I want to exclude a particular customer/supplier from the displayed results, I could search for that contact name and check "not" or "excluding".
Secondary, but in the same vain, when you do add the ability to search or filter by contact group within bill/invoices, this feature would also be extremely handy to exclude a particular group from the results.
4 votes -
Contact | List - View 'new' contact and contact group allocation
Currently there is very limited information on the contacts main page. All it has is the name and if they owe or we owe. It would be so useful to see if they are allocated to a Contact Group and what date they were added, and perhaps the last transaction (so we can quickly bulk archive contacts that have not been used for a while). This would make contact management so much easier, as currently we need to click into each contact one-by-one which is just not feasalbe, therefore resulting in a contact system which is very unorganised.
34 votes -
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
3 votes -
Dashboard - Ability to Group Bank Accounts
It would be really helpful to be able to group bank accounts in a similar way to grouping Contacts. We have multiple currency accounts and base currency accounts as well as credit cards and to be able to group them in different ways would make checking them much easier. Eg group into GBP Current Accounts, Currency Accounts, Cash Currency Accounts, All Cards etc
4 votes -
Expenses - Set Expenses as compatible with TAPR
There are numerous discussion posts about Xero's lack of "Email to Expenses" functionality which is yet to be resolved, but there appears to be another gap in Expenses which makes producing many of the Bills/Expenses reports (including the TAPR) inaccurate.
This happens because whilst the Expenses entry screen allows "Assign to Client" using Xero Contacts lookup, the Payee themselves cannot be connected this way. This means that if an employee expenses a payment, it never appears in any "By Contact" reporting, and cannot be included in the automated TAPR.
As a small business that uses Expenses for all processing (which…
1 vote -
Expenses - Floating header
Xero Expenses - Can this screen be displayed, like Bills to Pay and with a freeze frame set at the top of the information, so 'New expense' stays put when scrolling?
2 votes -
Bills to pay - Multi facet search (cross-search by multiple fields)
Sort "Bills you need to pay" Invoices by Supplier, then Due Date.
When I make payments to suppliers, I first sort invoices by suppliers name (A-Z) and then by due date, however, the new update does not keep the A-Z order which means the list is not neat and easy to follow for payments.
I can currently sort by due date, however it does not group automatically by supplier, so is very chaotic and requires streamlining, especially if there are lots of invoices due on the same date.
Are you able to amend the programming to allow for this feature?
…
2 votes -
Reporting - Combine Bank Reconciliation & Uncoded Statement Line Report
It would be useful if Bank uncoded statement line report could also show outstanding payments & receipts. 9 times out of 10 an 'orange' transaction is a client error, duplicate transaction etc. Effectively this would be a complete list of bank items to be reconciled / fixed ( Ideally with the last month, quarter, financial year filter)
2 votes
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