4586 results found
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TPAR report for Subcontractors
Produce a Tpar printable Tpar report per subcontractor so we have something to give them when they request details of the amount reported to the ATO
11 votes -
Invoices/Bills - Ability to enter total amount first before entering the item lines
When entering a bill or invoice, you enter the total at the top then add statement lines, would be great if it showed remaining amount to be charged/ reconciled to reach the desired total. This would cut down admin time when reconciling bills after entering gst amount could show the total remaining as the non gst amount so you do not need to calculate the remaining amount.
9 votes -
Bills - Auto populate Description from Reference field
When you create a new transaction you have 2 fields which identify the nature of the transaction - "Description" and "Details".
I find myself constantly copying one to the other. It would be really useful if Xero could auto-copy description across to details, and if you don't want it the same you can overtype the details.
Having content in both fields helps identify the item, and usually the same content will do.
2 votesAaah I see, thanks for the extra detail, Rick. Have slightly updated the title of your idea and we'll start to get a sense of the interest from your idea here.
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Quotes - Update default exchange rates in footer, when using custom exchange rates
I would like to suggest creating quotes in multiple currencies should be the same as setting the exchange rate. As currently when we choose another currency when creating a quote, while the exchange rate still appears as the custom rate, the exchange rate that appears on the PDF is the default rate. We should all be on the same page.
2 votes -
UK Payroll - Disable leave accruals for employees on leave
UK. We employ temporary staff who do not accrue leave while taking paid leave they have previously accrued. The only way to reflect this in Xero is to manually adjust the leave balance. I would like to be able to add a pay item of paid leave that does not accrue further leave.
3 votes -
Customise debit note template
Ability to add a company logo to the debit notes and customise fields.
3 votes -
Bills - Edit contact details (name, email, BSB, Account no.) when creating a bill
At the moment when entering a bill from a new supplier I can only enter the name of the supplier in the bill, then go into contacts to add their details.
It would be more convenient if there was a button to add contact as new, and have a pop-up page where I can add more details of those suppliers from bill page.
Sometimes when working through many invoices from new suppliers it's hard to remember which contacts need to be revisited to add details especially contact details and bank details for batch payments.
11 votesHi team, thanks for sharing with us on this idea. I'm pleased to share that this is something our product teams have plans to work on developing into the quick view of an invoice (from the list) soon. I'll keep you updated of further progress, here.
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NZ Payroll: Include TOIL leave in Leave Liability report
Payroll - Leave Liability Report to include Time in Lieu or Time Banked. For Companies that choose to offer Time in Lieu to their employees, this will be extremely helpful for reporting purposes. Also if it was available in Excel would be great. Thanks.
4 votes -
VAT - Ability to sort, filter and search from within tax rate or tax box
VAT - Ability to sort, filter and search what is in each tax box or tax rate when reviewing a tax return. This will help when reviewing a return before submitting.
15 votesHey community, thanks for your interest and feedback on this idea 💡
Did you know that the transaction reports on the VAT return can be exported to Excel format where these can then be sorted/searched and filtered to help review the transactions?
We don’t have any near term plans to expand functionality to develop the ability to sort, filter and search within the tax rate box of the VAT return. If anything changes in the future, we’ll update you on this idea! 📢
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Projects | Time Entries: Ability to sort by time started
Projects>Time entries
Currently only one view, in order of entry.
We enter start and end times for tasks.
Would prefer to have the ability to sort the time entries page by time started. That way a user can more readily identify parts of their day not yet entered.5 votes -
Reporting - Import report template
The ability to import report templates for financial reports
8 votes -
Cash coding - Ability to add invoices to cash coding
When you are in cash coding it would be useful to be able to add an invoice to the line before it is reconciled.
If clients do not use the bills function then attaching an invoice to a transaction is time consuming and fiddly.15 votesHi Simon, checking in on your idea here. Would this be to be able to view invoices that have been entered (like Find & Match) or to create invoices from cash coding?
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Reconciliation | Ability to add tracking for "minor adjustments"
Tracking codes cannot be defined for "Minor adjustments", normally used when an invoice payment is incorrect by a small amount. These minor adjustments should be recorded against a P&L "rounding" account, but then when running a P&L across different Tracking Codes there are then always "unassigned" entries.
To that end an ability to define a tracking code at point of creating the minor adjustment, or to edit one in from the "rounding" account.4 votes -
Sales Invoices | Imported from WFM - Assign Contact Currency default
WorkflowMax has no understanding of foreign currencies. We now have WFM clients that are being invoiced in either Australian or US dollars as opposed to the standard NZ dollars.
Before sending the invoice from WFM, we set up the contact in Xero to have the following information:
Under Financial Details: Currency = US Dollar
Under Sales Defaults: Sales GST = Zero Rated and Branding Theme - US Invoice
Please see two attachments showing the settings.When we send the invoice (Approved) from WFM to Xero, the GST and Branding Theme are correctly picked up but the Currency setting in Xero…
2 votes -
Remittance - Ability to include Check number
Remittance Advice - Show check number for vendors to be able to reference.
2 votes -
Invoice Payment - Automatically asking customer to register Auto pay
I will like an option that will force customer to register to Auto Pay.
All our customers agreed to use Auto Pay and most of them "forgets" or "don't see" the Auto Pay checkbox option. So, what happens, they pay thinking they have subscribed to Auto Pay.
This option will make our billing management so much easier.
A quick fix to that issue could be the following:
When they select the button "Set up auto pay", then the Auto Pay checkbox should at least be already selected.8 votes -
Blank Reports - Apply common date formats
I am having some difficulty with "Blank Reports". I designed a small divisional report which included only a small percentage of my P&L accounts. I tried to select a date range which is offered but doesn't work - the only date range that works is the current financial year. If you want to look at last month, last quarter etc - no luck.
When I brought this to the attention of Xero, their response was that feature isn't available - then why is it a report option. Their suggestion was to modify the P&L format which has date options that…
1 vote -
AU Payroll - Show opening balances for annual leave on payslips
AU pay slips - show opening balance for each leave type on a pay slip i.e.
- Annual Leave
- Personal / Carer's Leave
- Long Service Leave
3 votes -
Financial Statements | Schedule in Notes - Ability to change column headers
I would like to put fixed asset categories (plant and machinery, motor vehicles etc) as the columns, and have Cost, Depreciation, NBV - bfwds and cfwds etc in the rows underneath. See attached.
As far as I was aware it was standard to have the fixed asset note in this format so was surprised this was not already a functionality,
5 votes -
Bills - Allow the ability to enter .01 instead of having to enter 0.01 in Total field
Fix the Bill Total field to allow regular number input ability.
Specifically, allow the ability to enter .01 instead of having to enter 0.01 which is very unnatural. So, disable/remove the logic that requires the Bill Total entered to start with a number.
Use Case
- We get numerous invoices with a $0.01 total where the product may be an allocation or new line incentive. I constantly get a Bill Total mismatch because I enter the Bill Total as .01 which results in $1.00 bill total instead of the expected $0.01 bill total.
Secondary to this primary fix - Allow…
1 vote
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