4818 results found
-
Xero Analytics | Short-Term Cash Flow Projection - Enter Overdue Invoices
It would be helpful to have the ability to add overdue invoices into the Short-Term Cash Flow Projection report without having to change any details in accounts receivables.
5 votes -
AU Payroll - Accruable earnings pay item
Accrued Earnings Payroll item in Payroll
We need to record a Project Incentive Payment as an accrual on payslips. These accruals vary per project with some accrued hourly, daily or weekly and are paid at the end of the project.
The Accrued Earnings payment would be setup in Payroll Settings, with a running total displayed on payslips.
7 votes -
Reports - Ability to add page breaks in Text Blocks
When importing a text block report from Figured into Xero annual accounts template, we have no control over the page breaks. This often results in undesirable page breaks. An ability to add page breaks into a text block would fix this.
8 votes -
AU Payroll - Search employee name when selecting employee
when in an employee file, be able to search by entering next employee's name you want to view next instead of having to scroll down to the name
6 votes -
Bank Rules - Test Rule button
Have a 'Test Rule' button when making a Rule.
1 vote -
Invoices and Bills - Lock once finalised
Locking Invoices and Bills so they cannot be deleted once Finalised.
We often see clients raise invoices, or bills in their Xero file, and then later delete them if a change is required, and then raise another invoice or bill.
From an accounting perspective, this is a huge sin.
Once an invoice or bill has been finalised, the only way it should be altered is by raising either a debit or credit note against it. Xero allows a user to raise debit or credit notes, but the average non-accountant does not understand what these are, so they do the easiest…1 vote -
Short cut for payment date to be equal to transaction date
Short cut for payment date to be equal to transaction date.
For example, you have entered a bill say 20/3/2023. The client has also paid it on the day. Rather than entering 20/3/2023, would be great to just enter say "s" in the date field and uses the transaction date for the payment date.
2 votesJumping the gun in my last update - sorry Marco. While Xero's date entry shortcuts can be helpful for the due date these don't quite extend to the Paid date field atm.
We'll get a sense of interest here and update if there's any plans made. 🙂
-
Invoice list view - Maintain filters when leaving page
FILTERS have to be reset each time you return to a page. This is common throughout Xero and is a real nuisance, but especially if you are editing sales invoices. E.g. filtering on a group of customers and a date range has to be done to edit each invoice individually. Resetting the filter for each invoice you edit is a real pain.
1 vote -
Fixed Assets - Export with dates in dd/mm/yyyy format
Currently if you export your fixed asset register, the dates are exported in mm/dd/yyyy format. If you use the dd/mm/yyyy format, then the figures are wrong in excel. e.g. 06 April is read as 04 June (and the figure eg 44088 is the wrong one). Other dates come as text e.g. 2/28/2022 and are not read at all. It should be possible to export them as number eg. 44080, which can be formatted as required.
1 vote -
Create report - comparative periods
I'm creating a new report at the request of a client and I want to be able to add the selection of periods to compare, but ... it doesn't give me the option. Please can you add this to the 'create reports' function , and then, we can really create, beautiful and meaningful reports for our clients.
2 votesHi Bernie, when you say you're creating a new report for a client would this be with the Blank report in Xero?
-
AU Payroll - Superannuation - Export Processed Super payments to Excel
When receiving a superannuation bounce back amount, it would be really great to be able to click into a Superannuation Payment Details batch that has been processed and export to Excel, to be able to search and calculate totals to match the bounced back super.
9 votes -
Sales invoice - Edit tax rates without removing payment
It would be great if we could edit the tax rate without reversing the payment allocation. Sometimes, when completing the VAT reconciliation before sending to HMRC, I spot errors in tax rates and I can't edit it without reversing the payment allocation. You can edit the account it is posted to but not the tax rate.
5 votes -
AU Payroll - Ability to enter timesheet hours in previous payrun
Timesheet entry for hours in previous payrun. This allows employees who missed an timesheet entry to add their hours in . Quickbooks has this ability and it saves the employer from having to do a manual entry on the employees behalf.
9 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…
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.
-
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…
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…
1 vote -
Remittance - Ability to include Check number
Remittance Advice - Show check number for vendors to be able to reference.
3 votes
- Don't see your idea?