4801 results found
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Find & recode - Support payroll transactions
I have a particular client where we use tracking categories. We have set up a tracking category called jobs so hours and expenses can be allocated to these jobs. However, errors occur, and it would be great to be able to reallocate find and recode just like you can do with other times to move those hours or expense from one job to another.
4 votes -
Customer statements (Exclusive of tax)
Would like to suggest that Xero adds an option for the user to be able to extract activity statements exclusive of any taxes on the invoices listed on the statements.
This would assist calculating the costs of projects less the tax implications, especially for tax vendors.
3 votesHi Zolani, is there any reason you'd like this specifically within the customer statement?
Our Receivable Invoice Detail report may be of help to calculating the costs you're after, instead?
You can select to include Net, Gross or tax columns in the report so you can see the breakdown when the report is run. If you only need to view for a single contact you'll be able to add a filter where you can select the contact you'd like to run the report for.
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Go Cardless | Notification of Direct Debit failure
If the company uses the Go Cardless payment feature, it would be good to have the fuctionality to know if a direct debit has failed
14 votes -
Batch Payment | PDF - Print invoices in logical order
When you print a batch payment to PDF it currently prints the invoices in a random order (not by supplier name, not by date, not by amount, not by invoice number, not by Details -- completely random by the looks of it).
It would be great if the invoices on this PDF could be sorted in the following order to make the PDF easier to read:
Supplier Name
Invoice Date
Due Date
Invoice NumberIf you are trying to use this report to check all invoices from a statement have been included, its currently very difficult/waste of time.
26 votes -
GST Returns - Next and Previous period options in return
We would like to be able to go next and back through GST periods/returns on xero. At the moment you have to got back into the GST report tab to see the next/previous period. You should just be able to click next or pervious off to the side
8 votes -
Inventory - Report to see variances in cost price
I need to run a report in Xero that sees the variance in purchaser cost price on a month by month basis for a product group not based on sales/bills
Otherwise the only way is by an Excel spreadsheet1 vote -
AU Payroll - Activity details report on date leave taken (not paid)
Is it possible to change the annual leave or personal leave displayed on the payroll activity details report to be the actually leave dates that the employee has taken. Currently the dates next to the annual leave or personal leave line is the pay date (which for reporting purposes is misleading as the employee didn't have leave on these dates).
4 votes -
Remittance - Ability to show a breakdown of the invoices
Line items on a remittance. When making a batch payment the remittance should show a breakdown on the invoices paid with refernces, not just the total amount paid.
35 votes -
Account Transactions Report - GST period date range option
Would be great to have an option under account transactions date range for last two months to select to review transactions for a GST period.
1 vote -
AU Payroll | Leave - Send leave request to multiple email addresses
Have an email sent to two different email addresses when an employee requests leave.
14 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.
18 votes -
Projects | Timesheets: Ability to set description field as mandatory
There should be an option to make the description field for users completing their timesheets mandatory. This would enable Project Managers and Finance Managers to view more detailed information other than the number of hours worked on tasks.
Currently many users do not fill in the description because it is not compulsory, which means that this detail is lost and decisions surrounding resourcing of Projects are not as accurate.
This is critical to businesses where R&D is a large area and therefore efficient Project Management is key. As this may not be critical to all business using the Projects Module,…
9 votes -
Dashboard - Ability to set up another users dashboard
We would like to be able to hide certain bank accounts on the dashboard so our employees who reconcile our bank accounts don't also see our payroll bank account (same with loan accounts, savings accounts etc) where the wages get paid from. I.e. the ability to edit the dashboard and 'hide' a bank account for certain employees/ Xero users. Currently as I understand, editing the dashboard is unique to the logged in user.
8 votesHi Heiko, even if you were to hide the bank account from the dashboard, if the user has permissions that enable them to access bank accounts they would be able to view this information somewhere else.
It sounds like you'd be interested in the idea across here asking for the ability to restrict access to bank accounts. Would this be correct?
If so, I'll merge to keep this feedback altogether.
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AU Payroll - Reportable W1 for new pay items in Australia
When adding new Pay Items in Australia, Reportable as W1 should be ticked as a ticked as the default as the vast majority of Pay Items in Australia are Reportable under W1.
Every time the award changes and we import pay items from Deputy, the new items have Reportable as W1 turned off and we have to manually change them.
Changing the Xero default may or may not fix that problem but it should be the default nonetheless.
18 votes -
Projects - See all unpaid bills linked to a Project invoice
When I assign supplier invoices to a project then charge the client those amounts and get paid, at the moment to then go and pay those supplier invoices after being payed by the client I have to note down all the invoice numbers then go into bills to pay and find all the invoices to create a batch payment. it would be helpful to be able to pay the bills attached to the invoice through the project tab or even be able to select an invoice in the bills tab and have it show all the bills attached to that…
1 vote -
Invoices: Option to only show item code in item column
Invoice setting: There should be the ability to remove the Item Name from the Item column when creating or editing invoices.
Currently it is not possible to show only the items code.9 votes -
NZ Payroll - Timesheets - Approve and view next option
When entering information on time sheets for employees, the ability to hit "next" to move onto the next employee once you have approved the time sheet rather than having to go back out to the main timesheet menu, find the appropriate timesheet on the drop down list & go back in to enter the timesheet for the next employee.
23 votes -
Notification | Email to bills - Send Failed upload email back to user who sent
It would be good if ''xero bills'' would send a failed upload notification message back to the email that it was sent from if the upload had failed. This would mean that you would know what upload had failed and issue that caused it to fail.
3 votes -
Sales invoices - Provide link to view unpaid invoices
email with 1-click link to list of unpaid/open invoices...
When invoices are sent from MYOB, the email includes a link to a webpage which individually lists all unpaid/open invoices. This a great feature especially for accountants when they get a statement and find they are missing an invoice (this link would also be a great option to add this link to statements!!).
Essential to not require signin or Xero to access
5 votesIs there a particular reason you'd specifically not want the user to login to Xero to view this information, Ben?
Currently as you may be aware, there's an option to include a link so that your customer can view outstanding invoices they have with you - See more here
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Inventory - Reserve inventory for consignment or pre-sales
Ability to reserve inventory (through invoices or some other format) to account for pre-sales or consignment of goods
Purpose: Make some inventory reserved so it cannot be sold through other channels
37 votes
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