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Product Ideas Forum: Filter to show my own ideas
In this forum, I'd like to see a list of my own ideas, so that I can see if there's been any updates since I was last here
5 votesThanks for the feedback about our forums here themselves, Freya.
Appreciate wanting to get a view of the ideas you've started.
It's not possible on the platform itself currently, however if you select the option to 'Export my data' from your Settings and Activity page you'll receive a few files, one of which is a CSV of all the ideas you've started and the URL to be able to view these online
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AU Payroll - Edit text on payslips
It would be great to be able to edit text on a payslip. For example, one of my clients would like to hide the percentage of leave loading on their employees' payslip. Currently the payslip would read "Annual Leave - Leave Loading (17.5%, exempt from SGC)" for each time leave is taken, and they would like to hide the "(17.5%, exempt from SGC)" part.
8 votesHi there, we appreciate you raised this a little while ago. This isn't something we have plans for in the near term.
Not getting a lot of support from other members we’ll soon remove this from Product ideas. If it’s still highly valuable to you, welcome to start it again and see if it gets renewed interest.
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Timesheets | Start & End - Calculate overtime for 1.5x and 2x based on company payroll settings
Start and finish time to auto calculate overtime for 1.5x and 2x based on company payroll settings
14 votes -
Bills: Open links in new tab on the new bills screen
On the new bills screen you're now unable to open other areas (awaiting payment/draft etc) in a second tab without first opening the purchases overview window in a new tab.
On the old bills screen you could either middle click or ctrl+click the options at the top of the list to do this and it was rather useful.
5 votes -
Contacts - Ability to save 'Attention to' only for Billing or Postal address
Since the new contact layout was introduced, you cannot save an attention name without there being an address in the address field. Sometimes we do have a company name, contact name and no address.
Please review and correct.
8 votes -
Contact Record - View BSB and Account Number seperately
Financial Details Summary - BSB Number and Account Number need to display seperatly on Contacts Dashboard. They currently display as one string of numbers
4 votes -
Account Transactions report - View Tax registration number displayed
Adding Client's (Supplier) tax registration number column to Account Transactions report and Income/Expense by Contact report. Helpful with filing INTRASTAT, VIES & 46G.
7 votes -
Aged Payables report - Ability to view and group by Account
To be able to customise the Aged Payable report by adding GL Codes to the columns, and then being able to group by this as well.
Thanks5 votes -
Bills - Transaction dates shown in batch payment summary PDF
What I want to show in the batch payment summary is the transaction date.
For example, I used my personal money to buy sth on 1st June & 10th June. Then I submit "expense claims" on these two days. And when accountant batch the payment for my claims, I want to show the transaction date (1st June & 10th June) on the batch PDF, just as shown in my attached image.1 vote -
Batch payment - Description from expense claims
currently we put all of our mileage through as an expense claim and then make a bath payment once it is a certain amount, however when creating the batch payment, the report produced at the end just simply stated expense claim. this can be clicked to go in individually however it would be nice if the description for that expense could also be shown so that it produces a better overview of what is being paid. even if this is just an option to add different columns that it can be selected from, that would improve things.
4 votesHi Daniel, when you say the report you produce - could you share the specific report or page you're viewing where you'd like to see this detail? Thanks!
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AU Payroll - Ability to organise order of the earnings rate
In the employee card under pay template be able to organise the earnings rates in the order we prefer. For example have employees working overtime, saturday sunday and monday to friday. Being able to put the earnings in alpahbetical; order not how it is saved by Xero.
15 votesHi there, we appreciate you raised this a little while ago. This isn't something we have plans for in the near term.
Not getting a lot of support from other members we’ll soon remove this from Product ideas. If it’s still highly valuable to you, welcome to start it again and see if it gets renewed interest.
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Xero Expenses - Easily add expense to employees next payslip
Once expenses are approved it would be fantastic to have an option to "send" this to their next approved payslip rather than having to manually add this to the payslip.
Seems madness this isn't implemented already - what is the point in doing everything in Xero if you need to faff around making adjustments for details that are already in the system.
Employee's submit expenses - so you know who needs reimbursed already.
24 votes -
Sales invoice | History - Show I.P. Address with date & time viewed
When a client opens an invoice or quote Xero shows the IP address of whom ever opened it and the time it was opened. This is especially helpful when multiple people have access to the invoices. It also shows that the client did in fact see the invoice especially when they claim they haven't. Handy tool for chasing payment
3 votesWe appreciate your feedback on how we could improve new invoicing, and the details that would help you track when a customers has viewed your invoice. While recording I.P. address of when a user opens an invoice or quote you’ve sent isn’t in the plans right now, we’re continuing development in this space and our product teams would like to engage you all here to get a deepened sense of our invoicing users, for future improvements. If you'd be interested in sharing further feedback we have a survey you can fill in. We'd love to get your input.
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NZ Payroll: Display actual vs accrued leave on payslips
Actual vs Accrued Leave on Payslips
A report to support this leave
Employees are submitting leave as per there payslips and have no knowledge that this is not actual leave. They may not have been with our company 12 months or it's accured leave which only becomes actual on their anniversary. We are finding some of our employees with negative leave balances, which causes both confusion and problems on them leaving.9 votes -
Cash coding - Keyboard shortcut for "Payee"
Cash coding currently has a keyboard shortcut to copy the nominal above, which is great..... Please can we have a keyboard shortcut made for the "Payee" that works in the same way as I often alphabetically sort these so it would be a huge time saver.
11 votes -
Xero Advisor Financials - Automatically fill notes or alert if figures don't match
Currently notes need to be updated manually on the financial statements (as far as I am aware). New accounts need to be added to the respective notes otherwise the figure in the notes will not match the figures in the financial statements.
I feel that this is inviting error as inevitably there will be times where this process is overlooked.it would significantly simplify the process if Xero recognises where a note is connected to a financial statement line item, and then automatically fills in the notes with the same accounts grouped in the financials.
at the very least, there should be an error alert if the total in the financials do not equal the total in the connected note.Currently notes need to be updated manually on the financial statements (as far as I am aware). New accounts need to be added to the respective notes otherwise the figure in the notes will not match the figures in the financial statements.
I feel that this is inviting error as inevitably there will be times where this process is overlooked.it would significantly simplify the process if Xero recognises where a note is connected to a financial statement line item, and then automatically fills in the notes with the same accounts grouped in the financials.
at the very least, there…4 votesHi community, I'm Brigitte, a Senior Product Manager from our Xero reporting team. We’re doing some research on how partners manage notes in Y/E financial reports, and we’d love to hear about your current workflow using report templates.
How you can help:
- This conversation will take about 30 minutes via video call
- We'll ask you to share your screen to walk us through your current process of preparing/reviewing notes
If you're interested, please use this link to choose a time that best suits you.
If none of the available times work, just reply to my update with a preferred time, and we’ll do our best to accommodate!
We greatly appreciate your constant support & valuable input for the reporting team! Thanks so much.
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Report - Deselect accounts by typing over selected account in Account Transactions report
In the old version of the report you could over type a selected account with another to quickly see the new account.
In the new version you 1/ can't see the accounts you choose easily, 2/can't deselect (you must first "Select All" then "Deselect All".
If I have missed something please let me know.
This is making spot checking of account transactions much slower, and time equals money.
Thanks in advance.1 vote -
User Roles - Copy existing privileges to a new user.
When you 'Invite Staff', the ability to copy an existing staff members 'privileges' will speed up the user creation process significantly.
Currently I have to switch between two screens to achieve this.1 vote -
UK Payroll - Download and send reports
Hi there,
I am using payroll manager currently for all my client payroll services, and xero does not provide reports like HMRC monthly payment, P32, I can see it but can not download it to send to my client for payment. Also no employee wage report whereby my client see all deductions/additions and pay net wage to all staffs.
Please check this software https://moneysoft.co.uk/payroll-manager-overview/ this is far best software so far and probably all accounting practices are using it because its user friendly and provide too comprehensive report to clients and employer
Please improve your xero payroll like this payroll manager.
Thanks
ArfeenHi there,
I am using payroll manager currently for all my client payroll services, and xero does not provide reports like HMRC monthly payment, P32, I can see it but can not download it to send to my client for payment. Also no employee wage report whereby my client see all deductions/additions and pay net wage to all staffs.
Please check this software https://moneysoft.co.uk/payroll-manager-overview/ this is far best software so far and probably all accounting practices are using it because its user friendly and provide too comprehensive report to clients and employer
Please improve your xero payroll like this payroll…
3 votes -
UK Payroll - Hide RTI User ID in payroll settings
When using Xero Payroll as an agent it would be better to be able to hide the agents Govt Gateway ID as well as the password. Could it be updated so that when you tick that you are submitting as an agent, both parts are hidden from the client?
3 votes
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