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Projects Financials | Bills assigned - Include reference column
Reports: Project Financials
Include the ref of bills and invoices as an optional column on this report. At present the only way to include this information is to re type it into the description of each line on a bill or invoice, which is not efficient.5 votes -
AU Payroll - Option to add PayID for bank payment details
Xero Payroll - Bank payment details - is currently restricted to BSB & Account Number.
This needs to be expanded to allow for PayID details as more and more employees utilise this.
11 votes -
NZ Payroll - Add set Tax Rates when creating pay items
Have tax rates added to Pay Items and or a way to add employee tax rate to unscheduled pay runs so you don't have to edit tax rate when processing.
This will ensure correct tax rate is applied to all employees every time a pay is processed, whether is a normal pay run and or unscheduled pay (bonus etc)
1 vote -
Repeating Invoices: Nominate annual dates for issuing repeat invoices.
The option to select up to four specific dates per year to generate invoices. The every 3 month option doesn't allow for office closure periods during holiday breaks and at least one of every 4 invoices per year is at an inopportune time.
1 vote -
Invoices - Add a column to show if customer has been billed
It still seems absolutely staggering that you can't add a column to the payable invoice summary report showing to which customer each invoice has been billed.
It would then be very easy to scan down and see if any invoices which should have been billed out haven't been.
Missing assigning an invoice to a customer is a major area of financial risk and it's so easy to do on Xero and no way to easily check.
Many people are unhappy about this and surely the big concerns and risk areas should be a priority? A business could easily lose tens of thousands from a simple oversight.
Very disappointing it's not resolved still.
It still seems absolutely staggering that you can't add a column to the payable invoice summary report showing to which customer each invoice has been billed.
It would then be very easy to scan down and see if any invoices which should have been billed out haven't been.
Missing assigning an invoice to a customer is a major area of financial risk and it's so easy to do on Xero and no way to easily check.
Many people are unhappy about this and surely the big concerns and risk areas should be a priority? A business could easily lose…
1 vote -
Cash coding - Overpayments
As an accounts practice, we are looking to reconcile bank in timely manner, and not particularly concerned about supplier payment allocations against particular invoices. Therefore we would like to see cash coding option for Advisor to allocate purchase invoice payments against supplier account as overpayment, as we would be reconciling supplier balances after bank is all allocated. We would then reconcile overpayments in each individual supplier account.
8 votes -
AU Payroll: Track who approves leave requests and timesheets
As with the financial side in Xero and their history and notes section, it would be very useful to be able to track who has approved leave or timesheets in Xero Payroll. We need site on which manager has approved the leave application or timesheet to mitigate any risk of the wrong people approving these.
14 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
22 votes -
Invoices within sales overview page - Distinguish automatic paid invoices from regular online invoices
Invoices that are automatically deducted from your bank account will be shown as awaiting payment as long as they are not paid, but should be clearly distinguishable from invoices that you still need to pay, i.e. take action on. This way you have an accurate overview of your account balance, expected payments, and actions you need to take.
1 vote -
Chart of accounts - Search multiple accounts / account codes at once
Adding an advance search in the chart of accounts to search up multiple codes/accounts at once.
1 vote -
Reporting - Include report filters in report links/URLs
New reports - enable data capture in links
Currently - if you select a specific date range or filter and then link to this report, that data is lost and upon clicking the link you get the default report and have to reselect the data.
It would be useful and time saving to enable the link to capture that data - the same as the old versions of the reports
9 votes -
Financial Settings - Tick / Untick for defined lock periods
Can i request for lock period for specify period such as
Tick Lock./ untick lockJan23 /
Feb23. /
Mar23
Apr23. /
May23. /
OnwardjExisting lock practise lock until mar23.
If i want to do amendment on feb23, i need to unlock mar23 and feb23, then i can do amendment on feb23.2 votes -
Invoice - Include payment dates in Invoices and Bills exports
From "business" then "bills to pay" or "invoices" and click on "export" from a search result, the payment dates are missing in both the Invoices and Bills export files. Only the invoice dates and due dates are exported. Please add payment dates to the reports. Thanks.
17 votes -
Bank Statement report to show who the contact is that the transaction has been reconciled to
In the Bank Statement report it would be extremely helpful to have an additional column/option to view the Customer or Suppliers contact name that the transaction has been reconciled to.
We have a lot of invoices for the same amount and depending on who is reconciling, they can be matched to the incorrect customer.
A report showing the contact would help pick up anomalies, rather then after sending statements wait for a disgruntled customer to notify us that a payment has been made when we have reconciled it to another customer.3 votesPerhaps the Account Transactions report would be of help to you here, Tracy? You can adjust the report to add related account and Contact columns so you could see which account a payment came from as well as the contact it was assigned too.
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Purchase Order - Delivery Date for each line item
Ability to add a delivery date to the purchase order for each line item.
29 votesHey community, thanks for your continued interest and feedback. Just wanted to pop in here to share that in current state you could include the Delivery Date in the Description field for each line on the purchase order, and this will appear on the order your supplier receives.
However, if anything changes in this space, we’ll update you on this idea!
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UK Payroll - Change pension auto enrolment percentages
The ability to change auto enrolment percentages when a new staff member first is assessed and paid. A staff member has negotiated a higher employer percentage and I know we can change it once this has been added to the payslip going forward but at the time they are assessed and going to be included in the first pay run as well as a popup which lets you postpone them it would be good to also get the option to edit their pension percentages at the same time. The work around is a bit of a faff and prone to error.
The ability to change auto enrolment percentages when a new staff member first is assessed and paid. A staff member has negotiated a higher employer percentage and I know we can change it once this has been added to the payslip going forward but at the time they are assessed and going to be included in the first pay run as well as a popup which lets you postpone them it would be good to also get the option to edit their pension percentages at the same time. The work around is a bit of a faff and…
2 votes -
Uncoded statement lines report - Common date formats e.g last month, last quarter, last year
Some xero reports can be run by last month, last quarter, last financial year etc. The above report can only be run by entering specific dates. Could this report have the same pre set date options added? This would be useful for client query lists for monthly/ quarterly BAS Returns, annual accounts/ tax returns etc
3 votes -
Bank Rules - Ability to set defaults for steps of Create rule
When adding a bank rule is it possable to change
No 5 Add rule details to deault to "all accounts" rather than the account you are currently in
A rule set up for fuel will be the same allocation no matter what bank account you are in
Where do you chande the system defaults?3 votesHi Greg, while there's no way to set your own defaults for Bank Rules in Xero.
The existing default will differ depending on where you start the Create rule flow.
- If you're in the process of reconciling your account (via the Reconcile screen or Cash coding) the default for '5. Add rule details > Run this rule on' is the bank account you were reconciling
- On the other-hand if you Create rule from the Bank rules screen, this'll default to 'All bank accounts'
While this isn't something we have plans for at present. Appreciate how you'd like to set up a default regardless of where you start this and have adjust the title of your idea, here and we'll keep an eye on the support for this.
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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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Reconciliation | Cash coding "Split" - Option to Save and Reconcile
It would be great once you have split a transaction that rather than just clicking on save and being returned to the Cash coding screen to click on reconcile, than you could have an option to click Save & Reconcile so that the transaction is coded and reconciled all in the one screen and then it returns you to your Cash coding screen
3 votes
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