4692 results found
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Reporting - Ability to show/hide accounts based on balance
I have voted for the idea "Switch Rules - Notes to Financial Accounts" but would like to also propose an idea that may be of benefit if that one is too complex to implement.
Enable a rule that allows an account to be shown/hidden depending on the balance.
For example - if Accounts Receivable is a credit balance then it will display, if it has a negative balance it is hidden.
That means that the Accounts Receivable account could be added to two schedules in the report, but will only show in one, which should align with switch rules in…5 votesAppreciate you thinking of other ways to solve something, Jessica. With a lot of the reporting teams concentration on elements to redevelop the most vying features from older reports in the new before their removal later this year I want to be open that we don't have this in pour plans at this stage.
We'll start to get a sense of the interest for this here, and let you know if there are any changes.
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Xero settings: Option to automatically insert decimal places
Ability to customise how data is entered - decimal places. To speed up data entry the user should be able to have a setting where they can opt to have the decimal place automatically entered. I.e. type in 12345 and the result is 123.45
4 votes -
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.
6 votes -
Project - Automatically import individual time entries from projects to payroll timesheets
To import individual time entries from projects to payroll timesheets, at the moment this only comes through as a bulk time for the day, you then have to manually add the time to the particular pay item if you use more then one pay item. Very frustrating and time consuming, would be nice to have this automated.
13 votes -
Expenses - Ability to search and sort for submitter user
Expenses search and sort.
If you only have access as a user and not full access to the accounts, searching past expenses is a painful experience.
What a painful thing searching for expenses in Xero is.
Can't filter by date range, or search for a particular description, or search by account. And they're in some unfathomable order which you can't sort by date.
Suggestions: Sort by date option to help answer questions like 'did I remember to file that expense 3 months ago'
Filter on date range: 'Show only expenses between January and March last year'.
Search on description: List…
14 votes -
AU Payroll - Import Leave Requests into Xero via csv file
Ability to import leave requests using CSV files.
Purpose: To save users time from having to manually create a request to the employee, and approve it. This will also help if they’re using a third party that allows them to export CSV.
21 votes -
Bank Feeds - Automatic feed for Swiss banks
To establish bank feeds for Swiss banks in Xero.
Purpose: To save users time from having to manually import the statements from Swiss banks into Xero.
20 votes -
Bank Rules - Create new Account from a Bank Rule
This feature was included in the old user interface for Bank Rules, and with the new interface that was rolled out, this feature is no longer available. Instead, I'm forced to go to the COA screen to add a new COA code, then refresh my Bank Rules screen to then be able to choose that account. The time this adds, on top of the already manual process to add bank rules, really adds up. I'd love to see this ability again.
6 votes -
Report Pack - Add Uncoded statement lines report
To add 'uncoded statement lines' to the new report packs in Xero.
8 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.
1 vote -
UK Payroll - Hide leave balance from specific employees
Xero Payroll - It would be useful if you had the option to show holiday entitlement to selected employee's, rather than all or none in the X
1 vote -
Report Templates - Add Top suppliers and Top customers reports
In Xero HQ when we create a New Template for Reports and add reports according to our preference, We are unable to add reports like Top Suppliers and Top customers report in Xero HQ but those reports are available in individual client's organizations.
It would be great if we can add these reports in Xero HQ so it would be easy to generate month end reports from Xero HQ for all the clients.
3 votes -
Contacts - SAP field
SAP Field- ability to add a field for SAP# that is searchable and exportable.
3 votesHi Andrea, if you'd like to have a field to enter your SAP # into you could look to save this as the Item Code for inventory you set up in your org. You can search items from products and services in Xero , and export your inventory items so you'd be able to export all item codes if this is where you save your SAP #.
If you're looking for the step further of being able to scan inventory into the system - this isn't something we're looking to develop for and you can see more on this from the idea here
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Reconcile - Link to open matched item
In the Reconcile Accounts view it would be great to be able to have a link to the item you are about to reconcile - like the "more info" on the statement side of the reconcile view. Often payments appear to match but it can be hard to tell without seeing the detail on the invoices or payments that have been registered against the invoice.
3 votesHi Rob, if you click the Find & Match text above the right hand side of the match this'll pop open the Find & Match modal where you can quickly open the invoice in another tab to check it's details.
Is this what you were after?
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NZ Payroll: Long Service Leave to accrue each pay run instead of on the employee's anniversary
I would like long service leave to accrue and update the balance each payrun like annual leave does, i.e. leave available to take in advance. rather than waiting for the accrued LSL to be applied on the anniversary date.
2 votes -
AU Payroll : Allow net pay field to be highlighted in Pay Employees screen
It appears that in the last two weeks (submitted 23/2/2022) Xero rolled out a change to payroll, which possibly has some unforeseen implications.
It used to be that if you were only paying a small number of employees at one time, you could use the summary screen (capture attached) to copy and paste the net pay figure for each employee to your online banking portal to effect the actual payment(rather than exporting to a file, and then importing the file to the online banking which is a little clunky for small number of employees - there doesn't exist the same…
1 voteSounds like you're wanting to copy the employees net pay from the pay run overview screen, but it's taking you into their payslip, Tom?
Instead you could download the payslips report by opening the required pay run, clicking 'View Reports'and selecting Payslips - This'll download a PDF with all the employees payslips included. From this, you can copy and paste each employee's net pays into your online banking. 🙂
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Payroll: YTD figures in 'payment details' section on payslip
Payment details section
Add in YTD totals under "Payment details" to help identify total amounts paid into account.
7 votes -
Banking - Increase character limit on bank reference field
Bank feeds from Bendigo Bank, and I presume all other OSKO payments.is being fed into the reference field. It concatenates the description, payee and reference field.
The problem is the field is now too short with new OSKO payment descriptions, so the reference field is often dropped off making some transactions difficult to match. A simple solution is to make this field longer.7 votes -
Xero Accounting app - Invite users in an organisation directly from the Xero App
Enable to invite a user into an organisation via the Xero App interface.
8 votes -
Find & recode - Export or Print
How I can print (find and recode ) or a journal as PDF or Excel?
11 votes
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