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1155 results found
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AU Payroll | Leave - Send leave request to multiple email addresses
Have an email sent to two different email addresses when an employee requests leave.
12 votes -
Repeating journals - Date placeholder that uses a number-format for month
I attended the 2023 Q2 QPU and I like that for placeholders you can add a number in the square brackets to modify the month placeholder (this was in repeating journals - is it the same in other repeating features, like Invoices/Bills?). I also wonder if you can modify the year placeholder in the same way.
But I'd like also to be able to post repeating journals with a placeholder that uses a number-format for month (eg, 04 instead of April). Alternatively or additionally, it would be nice to be able to abbreviate the month to just the first 3…
8 votes -
New Invoicing - Due Dates drop down add Tomorrow
In the new invoicing, invoice date, drop down has tomorrow as an option, but in the drop down for due date this is not an option and have to go in to manually select the date which is time consuming this is something we use for most of our invoices.
3 votesHi team, returning to the idea here we're going to shift this to delivered with the existing ability to enter the keyboard shortcut 'T+1' that'll auto select Tomorrows date in the Due Date field.
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Bank Reconciliation - Reconcile against Statement
We would like the ability to reconcile transactions against a statement in addition to just reconciling from the bank feeds.
There have been so many issues with bank feeds, that often we find the statement balance does not match Xero. The issue with running the reconciliation report is that some banks will have some transactions from the closing date in the current statement and some of them on the next statement. The only way for us to break it out and match the balance is to export transactions to a spreadsheet and then change the date of those transactions in…
80 votesHey everyone, thanks for your patience! We're excited to announce that period reconciliation is now available for all US and CA organizations.
As per my last update, you'll find a new "Reconcile Period" tab within your bank accounts. If you have the Standard or Advisor role, you can easily enter the statement period dates and balances. Xero will then automatically display and select all transactions within that timeframe. Once you've reconciled the period, you can close it to ensure no transactions are accidentally deleted or unreconciled.
We know that many of you in other regions are also keen to access this feature. So we can track this separately, I've created a new idea and have added all users that had voted here (outside of CA and US) to. If there are any updates we will share news with you all there.
Thanks for your feedback!
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UK Payroll - Be able to download payslips by employee group instead of one big batch of all employees
When you're in the pay run screen, you can only download ALL payslips as one PDF file. We need to be able to download payslips by employee group so they can be sent to the individual managers of the employee groups for review/approval.
17 votes -
Invoicing: Set invoice reminders by invoice branding template
Ability to turn off invoice reminders based on the invoice branding template.
This would mean we can prevent invoice reminders being sent to customers who have payments scheduled via direct debit.
21 votes -
AU Payroll | Payslip - Change formatting of payslip file name
Add a date to the end of the payslip PDF file name. eg payslip_20220519 That way easy to save and file each slip without having to rename
20 votes -
VAT late claims report
Hi,
Something that would be very helpful as an accountant, is the ability to run a report for a given date which shows all the transactions where the VAT was claimed/paid on a later return. I know that the VAT reconciliation report doesn't work with MTD.
Happy to discuss to help with this.67 votesThanks for sharing and supporting here, everyone.
For those that aren't already across, though manual at present you could run the Account Transactions report to manually reconcile against your filed VAT returns.
We appreciate the process could be more automated. Though this isn't something we have immediate change planned around atm, we'll update you here if there's any news.
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Find and recode - Ability to change dates
Find and recode dates. We import invoices from invoxy but the date is a system date that I want to change to the current date.
2 votes -
Payroll: User Roles - Options to give permission to approve/decline leave and read only Payroll reports.
Ability to have more flexible permission in Xero Payroll, especially for read only Payroll reports and to give other users permission to approve/decline leave requests.
Purpose: To have more options and flexibility in assigning users to Xero Payroll.
127 votesHi community, we understand user roles and the permissions a user has across an organisation is important to many businesses. Right now, as some may have seen across other ideas I've updated - we have some research underway to help us better understand where and how we might best tackle the most predominant needs in roles.
To make sure we're getting a good scope across our products - we'd like to offer those interested in roles & permissions for payroll to join the research here. If you'd like to be a part of this, please fill in this short form here ✍️and our team will be in touch over the coming weeks. 🙂
Just to set the expectation, the research and discovery for this project is likely to take a few months. Once outcomes are formed from the research, I'll be able to return and share what the next steps…
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New invoicing - Assign next number in sequence when number removed
We bulk upload invoices in advance with "Draft" invoice numbers as we don't know their ultimate sequence for issue. We then assign a chronological invoice number when the invoice is approved and/or saved. In "Classic" invoicing, if I delete the invoice number it automatically assigned the next number in sequence e.g. #INV-0089, however in "New" invoicing if I delete the invoice number is warns me that I need a number and reverts to the original "Draft" number" and not the next chronological number in sequence. This is a significant backward step in functionality, can you confirm this bug will be…
101 votesHi team, we appreciate the added feedback from you on the behaviours from classic that you'd find useful in new invoicing. The invoice number assignment is still a feature that our teams are continuing to monitor closely. Right now, while we don’t have plans for changing the way invoice numbers are assigned, our product teams are considering future improvements - As part of this they are doing some discovery that we’d love to get your contribution to.
We'd like to invite you to share back though our survey here. Insights from this will help our product teams get a deepened sense of our invoicing users. Thanks
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Invoice - Assign a specific approver for each invoice
We have multiple people responsible for approving invoices depending on the project's PM - would it be possible to assign specific approvers for each invoice?
17 votes -
Xero Me - Historical leave requests
Managers who have the ability to approve leave in Xero Me should be able to view historical leave requests they've approved so they can anticipate when staff are away. Currently, they cannot do this unless they have Payroll Admin access and a Xero account on a web browser. Not all managers are finance people and need to have this access.
14 votes -
NZ Payroll - Show Leave type reset date on payslips
Show the next Annual Leave and Sick Leave anniversary dates on payslips so employees know when their next entitlements are due.
3 votes -
Aged Receivables Reports - Send Statements
It will be really great from the Aged Receivables Reports to be able to send Statements to Customers without having to leave the page and come back to it.
A flag, on the Aged Receivables Reports, of when last a statement was sent will also be very useful.
33 votes -
User Access: Lock Dates - Specify User Access
Ability to specify which user has access to the lock dates.
Purpose: To prevent clients from changing prior year figures in Xero after the financials have been published.
69 votes -
Sales overview - View payment method in invoice list
Add payment method to the main screen
If a Payment Method was on the main Invoice Awaiting Payment screen, maybe next the sent icon this would make things so much easier, you can also see clearly who is on Direct Debit.
Thanks
26 votes -
Contacts | Add & archive dates - To get a Customer lifetime value report.
Customer lifetime value report.
I would like to see date fields that you complete when you onboard and archive a new customer. Then it would be easy to work out the average lifetime value of your customers (CLV) using the “income and expenses by contact” or other report.
8 votes -
User Permissions - History recorded of role changes and ability to add description
There is currently no record of changes to User registrations in the xero file. This is a failure of audit processes.
A description for each user would be handy to identify the role of each person within the Organisation.
A start and End date would allow for Temporary access arrangements.43 votes -
UK Payroll - Send payslips to multiple email addresses
Can you please create the functionality to send the payslips to both the employees and the employers.
Currently payslips can only be sent to one email address when being sent by Xero. A second email address can't be added to an employee's record for payslips to be sent to.
It would be beneficial to be able to send them via Xero to both the employee and employer.
8 votes
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