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4735 results found
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Payroll - Record Annual shutdown leave in Xero
Ability to record an annual shutdown leave.
Purpose: Payroll admin can easily record annual shutdown leave when they need to make a calculation around separating employee’s anniversary dates and start dates.
28 votes -
Xero Me | Expenses - Add a missing tax invoice declaration form option
Can you please add a missing tax invoice declaration form option in the expense app that aligns with ATO requirements so that I can complete within the expense app rather than completing a form outside of Xero and attaching it.
1 vote -
Contact | Copy & paste phone numbers when adding or editing a contact
I create new contacts all the time, often while creating an invoice. I usually only have a few details on hand to start creating the contact (name, email, phone number). So I flick between windows, copying from one and pasting into Xero's "create new customer" dialogue right there on the invoice edit screen.
It's the phone number I have the most trouble with. If there are any space characters in the (usually mobile) phone number I have copied - and there pretty much always are spaces when copying from an email or whatever - then nothing will paste into the phone number field in Xero. Not even a truncated phone number shows up, missing 3 or so characters because of the 3 or so spaces in the original copied string. FYI I ignore the "code" and "area" fields because too difficult, I just use the "number" field because it still displays properly after saving.
Please allow pasting into this field while ignoring "space" characters. It should be really easy to implement.
I imagine a similar thought process could go into anywhere an ABN needs to be copied/pasted into a dialogue in Xero, but I haven't teased out the exact behaviour in that case.
I create new contacts all the time, often while creating an invoice. I usually only have a few details on hand to start creating the contact (name, email, phone number). So I flick between windows, copying from one and pasting into Xero's "create new customer" dialogue right there on the invoice edit screen.
It's the phone number I have the most trouble with. If there are any space characters in the (usually mobile) phone number I have copied - and there pretty much always are spaces when copying from an email or whatever - then nothing will paste into the…
3 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.
20 votes -
Repeating Invoices - Don't revert to Draft when the template owner is removed
Stop repeating invoices being changed to draft when the author/owner/user that added it has been deleted.
Right now when a repeating invoice template has been created by a user who has since been deleted, the repeating invoice template option will be reverted to 'save as draft'.
18 votes -
Manual Journals - Extend import limit
The 300 line cap for importing journals is completely pointless and shortsighted. With MTD rules requiring digital links, importing of journals/transactions has become vital, yet Xero still retains this nonsensical limit. We are forced to manually intervene and adjust where journals are too long (makes a mockery of MTD). Excel can handle over a million lines (and has done for ~20 years now). Sage manages 999 (still limited in this day in age). Somewhere between the two would be great!
Keep up Xero.24 votes -
Receivables invoice detail report - Add contact postcode
Client wants to be able to include delivery address post code in receivables invoice detail report - can this field be included in the column options
4 votesAppreciate you sharing ideas from your own clients, David. It'd be great to know more of how this could help their business or the reasons why they'd like to see the post code in this report specifically.
Atm, if needing a full list of contacts and their post codes perhaps an export from Contacts would be of use. Thanks
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Permissions - Individual access to products & services
I could do with being able to give the product's and services feature to low level users
15 votes -
Bank Reconciliation - Last import statement date to be included
Please include the last import date for each bank account rec
Was included before but now dropped off?1 vote -
Bills - Add a "Remove All Payments" option when editing
When editing a paid bill, for example, changing the VAT rate, where you have to Remove the Payment first before editing line items, could there be a function to Remove all Payments rather than one by one clicking remove and re-do.
We often have bills paid in installments, or electricity bills paid by Direct Debit, so we have to remove 10 payments one by one in order to make any changes to the original bill.
1 vote -
Bank feed - Increase daily imported statement lines
Bank Feed - During month-end we have more than 250 lines to import per day for the wages. The import function on Xero is for less than that per day, so we have to do some lines manually.. Will you please increase the import function on the lines per day?
1 vote -
Reports - Show months as rows
Currently, when we create a report, Months are always shown in Columns. Need to get the ability to get Months in rows
1 vote -
Reports home page - Ability to customise Tabs
It would be nicer if the Tabs were Named "My Business" "Advisor" "Standard" "Draft" "Published" and "Archived" in that order so the default Tab would be custom reports for this business. Many users never look past the "Home" tab, and never see the custom Reports.
1 vote -
Bank Feed - providing all data available from bank such as IRD number
We have just changed a lot of our clients over from MYOB where we could get supplier account numbers, IRD numbers etc in the bank feed details, and could then set bank rules for them based on the supplier account number or IRD no & tax type etc.
With many transactions Xero gives us a lot less information. Often the supplier account number is missing, or IRD tax type & IRD number are missing - along with many other details. This makes using bank rules impossible for many transactions, and takes a lot longer to reconcile manually as we have to go hunting to find out what the transaction was for.
I have looked at the same transactions be imported into both MYOB and Xero and where MYOB will provide all this information (so it is available from the bank), Xero doesnt.
The information is available. It is valuable to us and saves us a lot of work if we receive it. Why is Xero not providing it?
We have just changed a lot of our clients over from MYOB where we could get supplier account numbers, IRD numbers etc in the bank feed details, and could then set bank rules for them based on the supplier account number or IRD no & tax type etc.
With many transactions Xero gives us a lot less information. Often the supplier account number is missing, or IRD tax type & IRD number are missing - along with many other details. This makes using bank rules impossible for many transactions, and takes a lot longer to reconcile manually as we have…
1 vote -
AU Payroll - Bulk file pay runs with STP
When doing a catch up job it takes forever to have to click into each pay run then back into pay employees and repeat. It would be great to be able to tick each one on the payroll > pay employees screen and then submit all at once.
8 votes -
User Role - Allow Invoice only (draft) users to print approved invoices and their packing slips
Users that can create draft invoices should also be able to print off pdf's and packing slips of approved invoices
20 votes -
Projects | Mobile app - Increase expense description character limit
When I post an expense through to a project, for some reason it limits it to 100 characters, which pretty much makes it un-useable for me.
This is annoying, as I was just thinking how handy the projects app is, but now all the "projects" I've set up are basically a waste of time as I need the extra detail on my invoices.
Please can you change this?3 votes -
Sales invoice - Ability to create a without setting up a contact record
I need to create an invoice template that has free typing for the customer and address. We often have customers visit that are not our usual customers. We dont want to create a new customer every time someone comes in the door. We will allocate to Works (set up as a cutomer) but need a box to free type their boat name, address ect.
1 voteHi Andy, from your description it sounds like you may need to hold and track details of these sort of customers for a limited time? As you've found to do that atm you would need to create a new contact record. However, to keep things tidy you could look at adding a generic term or character at the start of the contact name and merging or archiving these every so often so you don't have too many contacts listed in your org?
While we'll get a sense of the interest surrounding this on the idea here I want to be open that we don't have plans for this sort of thing any time soon.
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Bank Rule - "Does not" criteria
Add a "not" argument to bank rules to allow for a greater control
e.g. bank text does not contain "example" or, amount isn't "x.xx"
21 votes -
AU Payroll | Employees - Roster Board for Shift Management
Roster Board for Employee Shift Management.
A scheduling /roster to show employee shifts. That then can be reconciled against the timesheets submitted. The ability to also send the weekly/fortnighly schedule roster to each employee - or have them be able to view it on the Xero Me app. Have a clock in clock out feature on the Xero Me App to record when a shift starts and ends.
23 votes
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