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4652 results found
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Advanced Branding | Purchase Order - Add Customer Contact Name & Contact Number
No idea - this was mentioned 5 years ago but the new system seems to have lost the original idea/moan.
This is a very simple and quick one dev-wise.
The "Purchase Order" needs to simply pull through the "customer name" and "contact number" from their profile - once you have searched for it at the bottom of the PO where it says "Delivery Address".
Every other form uses word doc templates where you can choose your merge field name and it retrieves that information from the contact profile. Why does this form not do it?
This is ridiculously simple to achieve.
No idea - this was mentioned 5 years ago but the new system seems to have lost the original idea/moan.
This is a very simple and quick one dev-wise.
The "Purchase Order" needs to simply pull through the "customer name" and "contact number" from their profile - once you have searched for it at the bottom of the PO where it says "Delivery Address".
Every other form uses word doc templates where you can choose your merge field name and it retrieves that information from the contact profile. Why does this form not do it?
This is ridiculously simple to…
3 votes -
AU Payroll - Pay Run - Ability to add Admin only notes
I'd like to add a note within a pay run that is visible to "admin only".
Eg. To justify differences due to staff timesheet errors.
I don't want the staff to be able to see this note but I'm sick of having notes in external programs.3 votes -
Invoices - Add Line items to advanced templates
Include an option for adding line items in advanced templates
3 votes -
Projects | Connect Quotes and Deposits
The Quote information should come forward on the invoice whether you are invoicing from the Quote or invoicing from the Project Amount OR the deposit amount needs to show when invoicing from the Quote.
It doesn't make sense that if someone pays a deposit, I have to use the project amount to invoice but have to re-enter all the quote information (our quotes are broke out in areas with a dollar amount for that area to be invoiced).
If I use the Invoice from Quote, then the deposit amount doesn't show. I then have to work around the deposit that was made to show on the invoice but not duplicate the deposit amount.
Brenda
The Quote information should come forward on the invoice whether you are invoicing from the Quote or invoicing from the Project Amount OR the deposit amount needs to show when invoicing from the Quote.
It doesn't make sense that if someone pays a deposit, I have to use the project amount to invoice but have to re-enter all the quote information (our quotes are broke out in areas with a dollar amount for that area to be invoiced).
If I use the Invoice from Quote, then the deposit amount doesn't show. I then have to work around the deposit that…
4 votes -
Projects - bring Expenses through when Duplicated
Projects - when duplicating a project, expenses need to follow through as well.
8 votes -
Client Details - Hide Blank or Unnecessary field in XPM Client data
Ability to remove unnecessary fields when setting up a client in XPM or ability to hide the blank fields after the setup so that they don't show up in the Client Details Tab. The purpose is to see the fields with details on them only and to make them look neat and tidy. Please see attached.
2 votes -
Reporting - Reconciliating Profit & Loss and Statement of Cash Flows
The existing 'Statement of Cash Flows' could be enhanced to be the bridge between the P&L and the balance sheet.
1. Term debt and cash are netted to give the movement in cash equivalents. If the statement differentiated between 'term' funding (in our case, reduction of term debt) and the 'cash at bank' balance it would better describe cash flows.Make repayment of loans a 'financing' activity. Currently it is wrapped in 'cash equivalent'.
The flows in Operating Activities would be more meaningful if it highlighted where to see changes. For example, working capital changes in the period under review in Receivables & Payables could better help explain cash flows.
Ultimately, perhaps, a reconciliation between P&L and Cash Flow?
The existing 'Statement of Cash Flows' could be enhanced to be the bridge between the P&L and the balance sheet.
1. Term debt and cash are netted to give the movement in cash equivalents. If the statement differentiated between 'term' funding (in our case, reduction of term debt) and the 'cash at bank' balance it would better describe cash flows.Make repayment of loans a 'financing' activity. Currently it is wrapped in 'cash equivalent'.
The flows in Operating Activities would be more meaningful if it highlighted where to see changes. For example, working capital changes in the period under review…
4 votes -
Reconciliation between the Accounting Profit and Taxable Income
Can you add into the reports for business a report to reconcile the Accounting profit to the Taxable income.
1 voteHi Neil, do you have an example of the sort of report you're looking for here? The Profit & Loss report will show you both the Gross Profit, expendable activities and Net Profit, which you can drill into the figures of to view the related items that make up the figure of in the Profit & Loss? Or is it something a bit different you're looking for here?
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Bank rules - Ability to search by bank account
make it possible to search bank rules by the account they are associated with, to make it easier to unlock an account and archive it in the future
1 vote -
Xero Expenses - Ability to change 'How did you pay' through Xero Me app
Xero Expenses - be able to change an expense claim submitted by an employee through the Expense App as Personal money (reimbursable) to Company Money (non-reimbursable). Currently within Xero Expenses, you can change the 'How did you 'pay' on an employee's submitted expense only if it was processed as Company Money (non reimbursable). It would be good if we could also do it the other way round in that if an employee submits an expense on the app as Personal, it could be changed to Company.
11 votes -
Quotes - Check Quantity on Hand for Inventory Items
When sending a quotation it would be really helpful if the system did not allow the quote to exceed the number of items held in inventory in the same way as invoicing does. There is little point in quoting for items that we do not hold in stock and we do not operate negative balances for inventory.
7 votesAppreciate your interest in raising your idea. Being open this isn't something we have plans for right now. There are some industries where it is common to quote for stock that is yet to be purchased, without having to purchase he inventory in advance.
We'll continue to monitor the idea here, but want to be upfront that there are no plans to change this in the near term.
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NZ Payroll | Employee - Set up as a 'Casual' employee
It would save a lot of errors if you had an employment type option where once 'casual' was selected as a type, you could only then enter what was needed for casual staff and leave/holiday pay would automatically change accordingly. I have anumber of clients who, when entering new casual staff, inadvertently add hours per day and days per week which then starts the accrual of annual leave and unless they tick the little box under holiday pay, the employee is not paid their 8%.
7 votesHi team, great to get your feedback and support through the idea here. We appreciate these challenges with the current functionality when setting up a casual employee. We’ve started some work around enabling Xero customers to select Employment Types such as casual. While in early stages at present we’ll keep you updated on progress for this here.
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Accounts: Add new account from Bank Reconciliation screen
ZOHO allows you to add an account on the drop down list of accounts on your Bank Recon page.
This is very handy, to not have to navigate to Chart of Accounts first to add an account.
Just add it on the go while allocating bank transactions.1 vote -
Xero Me - Employees able to Add Kilometers
Employees cannot enter the number of kilometers to be claimed back in timesheets. A fix is to use the unit Hours instead of Kilometers. However in the Xero Me app they are only allowed to enter up to 24 Km (hours).
More than 24 units are allowed to be entered directly into Xero but not through the Xero Me app.10 votesInteresting to hear how our customers are using some of our features to meet their needs. Not really being the original purpose of this feature, we want to be open that this isn't something we have plans for at this time.
If you're in need of recording tracking for employee's, we'd recommend exploring the use of Xero expenses through which you can record and track employee mileage. With expenses being available with Xero Me now this also means you'd be able to record this via the app.
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Bills - Hold previous selection when returning to list after editing a bill
Tick boxes on the awaiting payment bills screen to remain after editing a bill in Xero.
Before the new update to Xero, it was possible while ticking bills in the (Bills - Awaiting Payment Tab) - for a batch payment, to edit any that might have a slight error. For instance if you had ticked about 100 bills and noticed one had the wrong amount, it used to be possible to edit it, use the back arrow to go back to your Awaiting Payment Tab and all the bills you had previously ticked, were still ticked (or highlighted in blue). This is now not possible. Can this feature be returned?
Tick boxes on the awaiting payment bills screen to remain after editing a bill in Xero.
Before the new update to Xero, it was possible while ticking bills in the (Bills - Awaiting Payment Tab) - for a batch payment, to edit any that might have a slight error. For instance if you had ticked about 100 bills and noticed one had the wrong amount, it used to be possible to edit it, use the back arrow to go back to your Awaiting Payment Tab and all the bills you had previously ticked, were still ticked (or highlighted in blue).…
3 votes -
Profit and Loss (new): Edit/remove the heading dates
The Profit and loss report: Compare tracking are amazing, but still needs the following:
1 - To be able to edit the heading/remove the dates from the heading (as this is all reading showing on the top of the report, and can be very cluttering if every heading is starting with 1 June - 7 June 2022 ....)
2 - in the old P&L: compare reports, the columns/tracking that was not applicable "disappeared", with the new reports, I'm seeing ALL my tracking that is available, and not only the ones applicable, please do the same for the new reports9 votes -
Payroll - Recognise and adjust pay rate based on Timesheets
Given that there is already a link between Pay Runs and Timesheets, it would be very helpful if the Pay run could recognise what days have time entered on the timesheet then it would recognise if an employee worked on a Public Holiday and then by default record 1.5 times and add the lieu day to alternative holidays.
This is something that my clients miss regularly as they expect Xero Payroll to do this for them.12 votes -
AU Payroll - Leave and Leave Loading summary reports
I was preparing ACT Leave return and wanted to get the report on annual leave loading payment to the employees. This is required as the annual leave loading is not part of wages definition for the ACT Leave Levy purposes. However, there is no such report available in xero payroll. Infact, it's an earning for an employee and should pop up separately somewhere in the payroll reports eg. as a pay item. I would request the product team to have a look in to this and make it possible to get the annual leave payment, sick leave payment and leave loading payment as a report. It will also be good to get the report in summary for each employee for a particular period rather than as transactions. This will make xero more useful. I have had a chat with Xero support team and the consultant (Harsh) was very approachable and has also committed to raise this with the product team. Thanks, Harsh for that.
Also, while discussing the above issue, it will be good to have a report for each pay item in a summary form for each employee. Eg. travel allowance by employee for a period from 01.07.2022 to 30.09.2022. I couldn't find any report giving me this summary. So, I had to download transactions and then had to sort them out by employee with subtotal.
Thank you in advance product team.
I was preparing ACT Leave return and wanted to get the report on annual leave loading payment to the employees. This is required as the annual leave loading is not part of wages definition for the ACT Leave Levy purposes. However, there is no such report available in xero payroll. Infact, it's an earning for an employee and should pop up separately somewhere in the payroll reports eg. as a pay item. I would request the product team to have a look in to this and make it possible to get the annual leave payment, sick leave payment…
1 vote -
Reporting - Opening and Closing balances and movement for multiple contacts
Supplier and customer ledger - to be able to pull a supplier/ customer ledger, instead of pulling reports per contact. This would be ideal if it can be pulled for a certain period, to see all suppliers'/ customers' opening balances, movements and closing balances per supplier/ customer, all on one document.
7 votes -
Bank Reconciliation - Choose which columns to show on the Account Transactions and Bank Statements tabs
The columns visible in Bank Statements and Account Transactions under Bank Accounts are totally different. This makes it almost impossible to search for matching transactions. Can you have default columns that can be selected? Some of the columns are only available when the statement is uploaded and I'm not sure even how useful they are.
6 votesHi Ann, it'd be good to understand more of the detail that you're seeing on each of these screens that is useful to you - Perhaps there's a report we can suggest that gives all that you're after?
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