4692 results found
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AU Payroll: Edit column length in timesheet approval
I am wanting to configure the view of a timesheet in Xero. I would like to be able to view the full earnings rate when processing timesheets. We are currently in our peak season and have a huge amount of timesheets which we export from a different system into Xero. At present as a double check I am having to physically click on the earnings rate to view the entire name as it doesn't display. We added Time Sheet tracking to the timesheets which is causing the view of the pay item to be smaller but if we could make…
1 vote -
AU Payroll - Unlimited text space for employee name fields
Increase number of letters/spaces in text field boxes in employee name fields.
Text fields for employee names are currently limited to 36 letters so my suggestion is to have an unlimited text field or increase to 50 spaces.
I only discovered this when a new employee's last name has 40 letters so I can't accurately add his full last name. Payslips need to be downloaded and edited via a pdf editor so he has the accurate payslip for his tax and visa records.
3 votes -
Xero Files - Show email subject in Xero Files
Show the email subject line in Xero files.
It's simple enough to forward emails with invoices to my xero mailbox, but I don't have control over the filename. It would be great if Xero can show the subject line. That way I could change the subject line when I forward the email. It would look like a note on the invoice in Xero Files.
6 votesHi everyone, thanks for sharing and supporting this idea. The file name shown in Xero Files is taken from the name on the attachments. As a workaround these could be renamed before the emails are forwarded to Xero or renamed from within Xero files.
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AU Payroll - Annual Transaction Listing report per employee
Hi
I would like to be able to process a Payroll Transaction Summary Listing report that shows the individual amounts per pay item for every employee for the financial year in one report. Currently, I need to select the individual employee to get this information, but this is not practical when a business has 10 or more employees as it takes too much time to select each employee individually to get this information.
Thanks3 votes -
Bills - Ability to only copy PDF document once
In Xero when adding a new Bill, and the PDF is shown on left side, I often copy information to save typing it all, however I have to do a 'copy' twice to make it work? if I copy it once only, and paste, it will paste in information from previous 'copy'.
It would also be a fabulous time saving feature (and accuracy feature) to have in Hubdoc.5 votes -
Xero Network - Use network key when sending and receiving invoices
For my clients that I have on Xero, I would like to use the Xero Network Key send through my invoices as Spend Money transactions instead of Bills.
Similarly, I would like to receive invoices from Xero through my Xero Network Key as a Spend Money instead of a bill that I import/approve.
3 votes -
Report templates - Only show 'Ready to use' in a client organisation
When at the client level and adding a new report to a report pack generated from a Practice level report template currently the reports from the Xero report packs show up as well.
The reports that show in this list should be only the reports from the Ready to use list in the Report Templates of Xero HQ
4 votes -
Reporting - Net Sales
To have a report for NET Sales for a month. Currently there is a report that only shows what's payable with VAT (not all sales are vatable) so, when trying to reconcile with the in-house ordering program it becomes a whole big xcel spreadsheet exercise...... takes to much time. the report also includes Prepayments which are not goods sold, but money transactions in advance
1 voteHi Zoe, does the Receivable Invoice Details report meet your needs here?
You can add Net and Gross columns to the report, as well as filter by Status if needed to zone into a group of invoices.
Once you have it set up for your needs you can save as custom to access the report with this setup anytime.
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AU Payroll: Show timesheets on dashboard
Once a timesheet has been approved, I think it should show on the dashboard under bills to pay. We have varying numbers of contractors each week (sometimes many, sometimes only 1 contractor) which makes it difficult to know at a glance how much we owe for their wages each week.
1 vote -
Reporting: Account transaction report - Filter to pick up Payroll & Super transactions
In the account transaction report I would like to use the source filter to pick up Payroll & Super transactions only, however there seems to be no option, it would be great if there was one
3 votes -
Quote Template - Condense to single page
Almost every quote/invoice I make ends up having the last little bit of the quote/invoice on the second page, with a huge amount of wasted space on the first page, which looks unprofessional. Having the option within standard invoices to remove the spacing would be amazing. I know you can get around this by using the 'Advanced invoice' option, but that requires a lot more manual work, so it's inconvenient.
This has been an issue for years. For example, when you add a 'title' or 'summary' to the quote, it instantly adds about 2 inches of empty space on the…
5 votes -
Repeating Invoice: Sales Overview - add a Last Updated Date to the Overview Screen
Repeating Invoice: Sales Overview Screen - add a Last Updated Date to the Overview Screen
Purpose: We use repeating invoices for the Auto Pay feature but most invoices need some form of adjustment before being sent each month. With a list of repeating invoices that goes on for pages it would be great to see the last date/time each invoice had been updated so that if you are interrupted during the monthly updating you can tell where you are up to when you come back to the Sales Overview screen, rather than needing to keep track of this somewhere else.
5 votes -
User Roles - Overdue invoice only role
Hi,
I would like if Xero can provide an invoice user view only to look at the overdue invoices.
This idea came up because we have a requirement to give this access to the person we hired for invoice chasing.
We do not need to let him see previous invoices or give him access to create new invoices.
Just a view with pending invoices payments for sent invoices2 votes -
AU Payroll - Set Multiple Pay Cycles for the Same Employee
Include the ability to set multiple pay cycles for the same employee. For example, wages are paid fortnightly but commissions are paid monthly. The dates are not aligned with the period if we use only one pay cycle.
4 votes -
Purchase Orders - Link to view other orders items are ordered from
When on a product screen and you have X amount of parts on order I would like to be able to click that too see the purchase orders relating to it.
4 votes -
Reporting: Executive Summary - Option to exclude accounts
In the executive summary report, could there be an option to exclude certain accounts similar to the business snapshot report. For example I would like to exclude the distribution of profit accounts in partnerships as this shows a false profit of $0.
Also can the variance also be expressed in a $ value in audition to the percentage value.
Apart from that Loving the reports
3 votes -
NZ Payroll: allow employee to edit hours in leave request
Payroll functionality around multi day leave requests.
A number of employees work 4 days , and xero divides the days into 5.
The problem is when a leave request for lets say a day and half sick leave - they cannot manually enter 12 hours (8 +4) or 10.5 (7 + 3.5) unless they do Seperate Leave requests per day.
I have a collegue doing 2 weeks of working 6 hours and taking 2 hours each day on annual leave. I ended up having to make his leave request because I am admin.
I had to obtain pre-approval since the…3 votes -
Au Payroll - Template option for a 'Fixed Salary' employee
With employees on a salary contract for say 80K that compensate for extra hours each week (up to 57hrs) there is an issue with the current xero pay templates adding pay for every hour above 40hrs, as leave is calculated on number of hours worked. With these types of salaries it would be good to adjust the hours worked on each weekly payrun without it changing the payment amount but still changing the leave as per the award requirements. Currently the only way to handle this is creating a new payroll line item of "additional hours only contributing to leave"…
2 votes -
Repeating Invoice | Stripe Auto Pay - Allow option to skip sending the initial invoice
At the moment the only option to allow us to offer Auto Pay via Stripe is to set recurring invoices to "approve for sending". Clients receive an email from Xero when their invoice is ready and an email with the payment confirmation linking to the paid invoice and their receipt. Clients on a subscription do not need to get the initial invoice and this confuses many of them. I would like the option to disable sending the invoice when Auto Pay is active, where the only email they receive is the payment confirmation.
5 votes -
Manual Journals - Ability to see draft without having to click on the tab
It would be useful in the manual journal screen if it indicated there were draft manual journals without having to click on the tab. When using repeating journals which are saved as draft each month you have to remember they are there to attend to.
3 votes
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