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4612 results found
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Reports: Edit header of reports
Editing the header of generated reports
6 votes -
Invoice - Link back to project from invoice
I would like to be able to have a link to click that takes you back to the project that the invoice was created from. There is a note to say what project it was but I have to go to projects and find the project, I would love for this note to be a direct link to the project.
12 votes -
Contacts - Combine Add/Remove group options
When viewing a contact, the options to "add group" and "remove group" are two separate functions, making moving a contact from one group to another very clunky. This request is to combine the add/remove feature, so you can simply select/unselect which groups a contact is in. This would mean that to move a contact from one group to another, you would simply deselect the old group checkbox and check the new group checkbox.
4 votes -
Bank Reconciliation - Make Files button available without clicking 'Add details'
Show the document button on the reconciliation page without having to click "add details" so documents can be dragged and dropped
21 votes -
AU Payroll - Auto populate contractor details from Contact record
Now that you have a function to create a Non-employee SubContrator who is paid Superannuation only here are some suggestions as currently it is a very labout intensive and manual process especally since STP2
- ability to populate the contractors details eg address, email, phone number from their Contact as they have been paid for an invoice via Bills
- pay items that alows you to enter the invoice value so the super is calculated - at present, new STP does not allow you to trick the system anymore so 10.5% SG has to be manually calculated
- ALLOW SPACES IN ABN field - so annoying when you cut and paste from ABR Lookup website that do have spaces - it chops off the last 3 digits
- ABN field with a link to ABR look up website
- link to the invoie super is being paid on so there is not chance of a keyoing error when mannually calucating the super
Now that you have a function to create a Non-employee SubContrator who is paid Superannuation only here are some suggestions as currently it is a very labout intensive and manual process especally since STP2
- ability to populate the contractors details eg address, email, phone number from their Contact as they have been paid for an invoice via Bills
- pay items that alows you to enter the invoice value so the super is calculated - at present, new STP does not allow you to trick the system anymore so 10.5% SG has to be manually calculated
- ALLOW SPACES IN ABN…
3 votesThanks for sharing with us in product ideas, Alison. It really helps for each idea to be separate so we can gauge interest in the specific feature community would like to see, and users know exactly what they're voting for.
Reading through your feedback, you should find you can now copy and paste an ABN that contains spaces. It also appears there is an existing idea for tracking contractors Super contributions that I added your vote for and you'll be kept updated if there's any progress for.
I've slightly adjusted the title of your idea here to reflect your first point, however you're welcome to start others for the remaining ideas that you'd like to see us develop.
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UK Payroll - Include salary sacrificed contributions in direct pension filings
In XERO as at today when you set up a salary sacrificed arrangement, the amount being sacrificed by the employee will be added onto the employer's contribution and appear under the employer's field for reporting purposes.
But when you need to submit the pension report to the pension provider portal you will need to separate employee and employer contribution. It will be much easier to download the report, at least from the pension filings option, that shows all the breakdown of all information as it needs to be so it can just be uploaded in the pension provider portal without having to make manual adjustments in the report.
Thanks,
VasilisIn XERO as at today when you set up a salary sacrificed arrangement, the amount being sacrificed by the employee will be added onto the employer's contribution and appear under the employer's field for reporting purposes.
But when you need to submit the pension report to the pension provider portal you will need to separate employee and employer contribution. It will be much easier to download the report, at least from the pension filings option, that shows all the breakdown of all information as it needs to be so it can just be uploaded in the pension provider…
5 votes -
UK Payroll - Ability to have Payroll week number on payslip
The ability to have the payroll week number showing on the payslip if it is a weekly payroll, rather than just the tax month it falls into.
15 votes -
New Bills to Pay - Add “Spent At” column for expenses
The new Bills To Pay screens seem to be causing a lot of discussion. For those users who extensively leverage the Expenses module, there are a number of improvements that could be made:
• Please Add “Spent At” in the columns so that Expenses make sense viewed in this context, otherwise every line says “Expense Claims” and the entire column is superfluous when dealing with Expenses (reduces redundant data display)
• Please add a link from the Bill listing directly to the Expense Detail if it was generated by Expenses (reduces click-through and page calls, improves efficiency)
• Please add an Action to Bill Detail to Delete the Bill and it’s related Expense in one click rather than the current seven (dramatically improves the efficiency of this task)
• Please improve the clarity of the figure that shows next to the item count. Please either label appropriately or move this to the top of the relevant column (general display fault)
The new Bills To Pay screens seem to be causing a lot of discussion. For those users who extensively leverage the Expenses module, there are a number of improvements that could be made:
• Please Add “Spent At” in the columns so that Expenses make sense viewed in this context, otherwise every line says “Expense Claims” and the entire column is superfluous when dealing with Expenses (reduces redundant data display)
• Please add a link from the Bill listing directly to the Expense Detail if it was generated by Expenses (reduces click-through and page calls, improves efficiency)
•…
1 vote -
Sales invoice - Create project while entering an invoice
Make it possible to create a new project while entering a supplier invoice in a similar way that you can create a new contact if the one you want isn't there. At the moment if we are entering a batch of invoices and there is one that hasn't had a project created we have to create a new one in Projects first before we can continue.
3 votes -
Contact - Select 'TPAR Reportable' when adding contact
Hi Xero,
could you please add a tick box button TPAR reportable in Supplier Contact - when adding new Supplier to have there option to tick "TPAR reportable"?
It would really help with ATO reporting when working with high volume of Suppliers/Contractors.
Atm Xero does not have a tab to differentiate between Supplier providing material only and Supplier/Contractor providing service, labour on which we need to file TPAR every year and within a year we are taking on numerous new contractors.11 votes -
Bills - Assign repeating bills to CIS Labour Expense system account
It would be great to be able to select the account on a repeating bill as 'CIS Labour expense' (I don't understand why it won't let you in the first place when you can select all other accounts by the looks of it?..)
8 votes -
Inventory - Add a year end report with a last purchase date
Please can you create a year end inventory report with last purchase date please associated with an item. This was a feature on sage.
1 vote -
AU Payroll - Warning for missing employee bank details
A warning or prompt should come up when an employee has no bank details recorded - similar to when an employee's bank account is updated when a payroll is posted.
This can be acknowledged by the user and allow them to move on.
When the ABA is exported - this prompt should come up, every time an ABA without bank details is exported - as the payment could fail and the employee will not be paid.
8 votes -
Reporting - Allow Tracking Reports to be Edited
It would be useful if we were able to edit the layout of the tracking reports so that these can then be included in management accounts and other custom reports.
1 vote -
Reports | Trial Balance - Combined 'Account Code' and 'Description' columns in .CSV
Can you get the new TB to download with the account code and description in the same column as was possible in the old TB. (see attached)
It's a great column to upload into tax software as a description, instead of having to mess about with 2 separate code and description columns.1 vote -
Foreign currency gain loss report - Show contact from invoice
Foreign currency gain loss report to show the invoice contact too
1 vote -
Account transaction report - GST control account to also show the related account and amount
Another product idea to suggest is to have Account transactions report account code GST control account to also show the related account
For example invoice number and invoice amount on how the tax amount derives from.1 vote -
Sales invoices - Allocate overpayments and credits once published
Kelly Munro shut down discussion on an idea I suggested, because she was under the mistaken impression that she had resolved the issue, which she had not. I suggested that it would be useful to be able to allocate payment of purchase invoice against overpayments and credits. While what Kelly suggested was correct - that this is possible to do when an invoice is first raised, it is only possible at this stage. It is not possible later. I have a client whose main supplier operates a very complicated system of prepayment for orders. This results in a large number of overpayments. There are also some invoices which are not paid in advance (for other services and surcharges), but it is not obvious which these are until all the rest have been matched against the bank statement. So matching them to existing credits isn't an option. Kelly shut down my suggestion. Not a good example of listening to the customer, Xero. And I still have to open every single overpayment and credit note (from a few hundred pounds to pennies) and allocate them against the invoice, instead of opening the invoice and selecting the credits to be allocated from the drop down list. That can be a good hour of my time, and it's tedious. Thanks, Xero.
Kelly Munro shut down discussion on an idea I suggested, because she was under the mistaken impression that she had resolved the issue, which she had not. I suggested that it would be useful to be able to allocate payment of purchase invoice against overpayments and credits. While what Kelly suggested was correct - that this is possible to do when an invoice is first raised, it is only possible at this stage. It is not possible later. I have a client whose main supplier operates a very complicated system of prepayment for…
3 votesHi Heather, while maybe slightly brash do appreciate the feedback.
With your added detail we're happy to have the idea in the forums here that we can get a feel for the appetite on - You're always welcome to reply to an update I've shared on an idea too and we can review this.
Please understand it's not my intention to inhibit customer feedback, but will do our best to highlight and share places where features and capability in the product do exist but may just be unknown by users.
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Bank accounts - Note sections for accounts
It would be useful to have some sort of 'notes' section within each bank account. We have several bank accounts for various purposes (mostly to use as 'savings' for various tax liabilities (for example, corporation tax, VAT etc)-but it would be useful, for managing cash and future liabilities to have a notes section to keep track of what is due and when, rather than having to do either run a VAT return or P+L every time I need to remind myself and how much needs to be put aside.
2 votes -
Quote - Ability to create template in Quote section
Please consider adding templates in your quoting section , this is a simple but extremely helpful and time saving tool to have when quoting , saves huge time and at the end time is money.
The inventory items in the templates need to automatically update with latest prices when utilized.
Really hope you consider this …
10 votes
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