- or
No existing idea results
- ~ No ideas found ~
4879 results found
-
Projects - Add staff payment rates to projects
add staff payment rates to projects so can be selected from a drop down list
3 votes -
Payable Invoice report - Auto update results when transactions listed in date range report is run
When viewing reports ( e.g. transactions reports) if you change the date range of the report after you have looked at the transactions for a particular date range , the report comes up with "nothing to show" so you have to close it and reopen the report with the different dates - it's annoying and time consuming.
3 votesHi Shelley, is this something you've approached our Support team about ? It'd be good to have them dive deeper into this if not already to confirm behaviours.
If you have transactions entered in your org for the dates the report is being run this should be reflected in your report results.
-
General Ledger Detail - Include "Payment Reference" as an optional column
It would be great to be able to include this column, as Xero does not have a numbered Payment Voucher.
2 votes -
UK Payroll - Multiple workplace pension contribution levels
UK payroll - Have the ability to fully process 2 workplace pension schemes. We have 2 contribution schedules, one basic minimum level, one at higher levels. Sage can process both of these and send the correct contribution amounts to NEST. XERO is unable to do this and requires manual intervention in XERO and at NEST. This is crazy, surely I am not the only one with more than one set of contribution schedules?????
30 votes -
Invoice - Apportion payment to specific line items
Apportion payment to specific line items on invoices. This would allow you to choose where to apply the payment, making it possible to have invoices with multiple payments to have the sales taxed/no sale tax payment correctly and just not proportionally.
29 votes -
Manual Journal - Ability to add a line anywhere
Currently there is no functionality to add a line anywhere in the Journal. The current system of dragging a line from the bottom is absolutely inconvenient especially where the Journal is very long and we want to add a few lines in the beginning of the Journal.
There should be one button 'insert a line function' (next to current curser location - meaning anywhere in the journal - Like F7 in SAGE).
Also, to move to below line, we have to use mouse. Can it not be possible to use arrow keys to move up and down?
Thank you9 votes -
Bills to pay: Multiple payment dates in one payment batch
Could you please add the option to pay have different payment dates for bills in a batch payment. Perhaps you can select to choose 'one payment date' or the 'planned payment date' when creating the batch. This way we can bundle multiple payments into one batch and don't need to set up multiple batches for multiple payments dates.
6 votes -
New Quote - Create blank lines in Quote
Since the new quote format was launched, we are no longer to insert a blank line in our quotes at the beginning of a new item. Previously, this allowed us to space out the quote a little so it didn
t look too jumbled and allowed us to space the quote neatly over two pages instead of just having a line of a quote on the second page if it didnt all quite fit on the first. Please put it back to how it was and allow us to insert blank lines at the beggining of an item.24 votesHi all, upon revisiting here we'll re-open this idea.
As you may have found - While possible to add a new line and drag & drop this to where you'd like it to sit in a quote. Once saved, blank lines that have no data in any field will disappear and lines with detail will condense.
Apologies for the earlier misunderstanding and we appreciate those who've feedback on the idea here too.
There aren't any direct plans for changing this behaviour for now. We have a keen eye on the interest here so please add your support through votes and importance.
For the time being, if you'd like to add a blank line in your quote you'll need to enter a character in the description field of the line - This could just be a hyphen or full stop
-
Notification - Inform users of product updates and changes
The notifications button in Xero is invaluable, this should also incorporate Xero product updates/features/changes. Had I known of the new Direct link for NAB I would have incorporated it long ago, but the marketing emails get buried.
4 votes -
Reporting - Add a Budget column to the Cash Summary
The profit and loss report has an option to put in the budgeted figures when you edit the layout. Can this option also be introduced to the Cash summary report please. Some of my fruit farmers love to see that figures as well compared to the actual figures.
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.
9 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.
-
AU Payroll - Merge duplicate employees
Employee - Merge Function
I cannot believe that there is no merge function for duplicated employees. Most payroll systems have this function. The error occurred between integration with time and attendance software and Xero.
7 votes -
Sales Invoices - Edit the Unit Price and Quantity of a paid/part-paid invoice
Ability to edit the unit price and quantity of both paid and part-paid invoice.
Purpose: Users can easily change the unit price and quantity, especially when their customers often ask for these changes.
38 votes -
AU Payroll - FTE report
A report which calculates the staff FTE based on number of hours each staff member works each week/38
16 votes -
AU Payroll - Option to not automatically approve leave requests submitted on behalf of employee
Have the ability to create a leave request on behalf of an employee without approving it as Payroll Admin, and then submit the request to the Leave Approver for that employee.
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.
3 votes -
Invoice - Export invoice link
To include invoice link in column fields when exporting invoice details.
Reason: During times of audit, we will need to extract the invoices and it has to be done 1 by 1.
With this function made available, we are able to provide the links to the auditors in 1 click of a button.14 votes -
AU Payroll - Annual salary display to including additional earnings rates
Including additional earnings rates in the annual salary display. At the moment it only includes ordinary hours and has confused some of our emplyees.
17 votes -
Customer Transaction Report - including payments or credits against invoice.
A report is needed that shows invoices with the payment or credit against the invoice. zThis is needed so an analysis report of the customer is available. Please note the attached file.
1 vote -
Reconciliation | Find & Match - Set a range for search
While performing a task of Bulk Income Reconciliation , I have to add Invoice one by one likewise 70123 , 70124, 70125 and so on. This is very time consuming task.
Could we have range over there so that we can directly select all and reconcile the same.6 votesHi there 👋, for the example you've provided here you could enter "701" into the search field which would search all unreconciled invoices that include this detail in the Invoice Number field.
While not a definitive range this'd enable you to focus on a group of invoices in a sequence - Would this suit for what you're after here?
.jpg){kind=link}
- Don't see your idea?