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370 results found
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Bank Reconciliation Report - Show 'Discuss' tab notes
Include notes that have been left on transactions in the 'Discuss' tab on the Bank Reconciliation Summary Report.
30 votes -
Financial Accounts - Switch rules effect notes
Would like to see switch rules work in the notes to the financial accounts the same way they work on the balance sheet - allowing for reclassification of accounts with negative balances, for example negative current asset to current liability or negative non-current liability to move to non-current asset.
These issues are particularly acute when an account goes from positive to negative and vice-versa between current year and prior year.
On the basis the switch rule does not operate correctly in the notes to the financial accounts, means that in many cases the switch rule is rendered an unusable feature…
34 votesHi everyone, thanks for your interest in how we could enhance notes in reports for you. Our product team is currently conducting research to identify areas for improvement in the Notes to Financial Statements in Report Templates.
We'd greatly appreciate your input on where they can focus their efforts, and have created a brief survey to gather your feedback. Please share your thoughts. It takes about 5 mins to complete, and your contribution will be invaluable to the teams discovery. We also welcome you to share this with your colleagues who may like to contribute, too!
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Sales Invoices - Pop-up reminder of notes
Ability to have a pop up reminder feature from the notes when creating a new invoice.
Purpose: This will make users’ easily identify if there’s any special note from their contacts in Xero, when they’re creating invoices for them.
59 votes -
NZ Payroll: Notes on Time Sheets
We have just moved onto Xero Payroll and it would be very helpful if employees could add notes to their timesheet each day.
16 votesHi everyone, an update to my earlier message:
This change was specific to users of the Australian payroll.
Apologies, and we'll shift this idea back to 'Submitted' so we can continue to track and share if there are developments in New Zealand Payroll.
However, at the moment this is not in the team's plans.
- If you operate across multiple regions, and are interested in reading more, I've updated this idea. which is specific to AU.
Thanks for your understanding.
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Sales invoice - Add Notes that are visible to the customer
Currently you can put titles and notes etc on quotes and invoices etc. However the client does not see any of this. This is critical to be able to add notes etc that don't belong on a line item
31 votes -
UK Payroll - Audit history
To be able to view the audit history of pay run changes or changes made within payroll settings
3 votes -
Bank Reconciliation - Discuss Tab - Change to a chat module to show User and date
The Discuss Tab should have a history trail showing the user and date that a comment was submitted.
Also registered comments should not be editable or removed once submitted. The ideal situation would be if the tab took on the functionality of a chat system also allowing to tag a user of that particular company in a discussion prompting a notification to the user.
Once a transaction is processed, the notes should be attached to the transaction in the history and notes section for future reference.
9 votes -
Timesheet detail report - Include timesheet notes
When clients use Xero Me they use the notes section on the timesheet to communicate and for some staff advise their managers what tasks they have completed on that day. Xero help confirmed today these notes are no longer visible once the timesheet is approved meaning we have lost visibility of this information. My client is very unhappy that I did not advise them of this issue, unfortunately as this is a new way of completing the timesheets I wasn't aware this was going to happen, previously my clients were sending me a spreadsheet each fortnight and I was manually…
12 votes -
Communication in email that is send with an account
Sending a statement with additional notes in the email. Is there a way to keep record of the additional notes. At the moment you only see under the contact's history and notes that a statement has been sent, but there is no record of the notes that was sent with the statement
3 votes -
Sales Invoices | Awaiting payment list - View Invoice Notes
When on the awaiting payment tab for invoices - having a small notes section visible so you don't have to go in and view each invoice to see if there are any notes. For example if an invoice is dispute and the payment expected date isn't known it would ideal just to see it at a quick glance.
16 votes -
Notes - Ability to Tag users
It would be really useful to be able to tag users in the notes of documents, like to create a task or ticket so they are aware of whatever is needed to be changed/be aware of regarding a certain bill.
Otherwise an internal communication/ ticket/email needs to be sent, this would simplify all the daily work and make the notes actually useful8 votes -
Receivable - Ability to add notes for debt collection
Add a Colum to aged debtors to view notes added re debt collection
10 votes -
Customer Statements - Transaction History Option
Please can Xero consider adding a Customer Statement option that shows payments as totals (not splits per invoice allocation) as found on the bank statement.
Many businesses have customer accounts that are paid towards or caught up regularly in round bulk amounts that do not neatly match individual invoices.
In these cases customers getting statements showing their payments as splits cannot easily or intuitively see the amounts that they paid on specific dates.In dealing with queries ourselves we find that many customers find the Activity Statement format frustrating or confusing, especially when we have to capture part of a…
8 votesHi Jessica, it'd take some customisation of the Statement advanced docx. template but it is possible to remove fields from showing that may cause confusion or are unnecessary for your customers.
You could look at removing the 'PaidAmount' field if this is not required and just keep the 'Balance' and 'Amount' fields.
There's a discussion over in Xero Central where there are others in community who often help with making changes ti advanced templates and maybe of help here.
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AU Payroll - History of leave requests
REQUESTING LEAVE
Firstly, when an employee is submitting a leave application, they are unable to adjust the number of hours they are taking when submitting this leave when the leave period is for more than one day. This is problematic for part-time employees that may work different hours on different days of their working week.
RECORD/HISTORY OF LEAVE REQUESTS
Also, employees used to be able to see the number of hours taken but this is no longer the case - why is this?
LEAVE APPROVER ACCESS
And finally, my client has multiple entities that use Xero for payroll processing…39 votesHi everyone, appreciate we haven't engaged directly in this idea sooner and reading through the detail of the original post here we do want to break this down a little to provide more clarity.
It's correct that currently it's not possible to enter a number of hours leave if the request spans more than a day. We have another idea that's gathering support around this and we'd urge those interested in this to join.
Similarly, we have another idea based around the permission to approve or decline leave request and provide read-only access to Payroll reports that you can support, here.
Understanding the importance around being able to see history of events in payroll, you may have noticed we've rolled out payroll history to the employee record-level and most recently you can now see a history of user activity in the Organisation, Calendars, Pay Items, Superannuation & STP Settings…
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New Invoicing | History - record when invoice has been copied
History needs to show when an invoice has been copied and which invoice it has been copied from and to.
6 votes -
Billable Expenses - Allocate supplier credit notes to a customer
Ability to allocate credit notes to a customer.
Purpose: To save users’ time rather than having to manually go into the Billable Expenses, outstanding report, find the original invoice and edit it to remove from recharging the client.
43 votes -
AU Payroll: Track who approves leave requests and timesheets
As with the financial side in Xero and their history and notes section, it would be very useful to be able to track who has approved leave or timesheets in Xero Payroll. We need site on which manager has approved the leave application or timesheet to mitigate any risk of the wrong people approving these.
11 votes -
Reconciliation - Allow credit notes to show and be selected on the find & match screen
Ability to show and can select credit notes on the find & match screen.
Purpose: To save time rather than having to go in and allocate the credit note against an invoice then going back to the bank reconciliation screen.
657 votesHi community, first off thank you for the continued interest and feedback surrounding this idea. We’re continuing to build on the bank reconciliation experience in Xero and recognise the ways this feature will help improve the efficiency, flexibility and transparency of transactions in your business. Our team have done a lot of exploration into being able to surface and match Credit Notes when reconciling your bank account in Xero, and this is now in development.
We’ll shift the idea here into ‘Working on it’ and continue to update as there’s more detail of this to share.
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UK Payroll - Option to view leavers in History by leaving date
After the recent Xero upgrade, the ability to view leave dates disappeared from the employees' History. Instead, a column titled "Next pay day" was added, which does not seem useful because the employees have left the company.
15 votes -
Purchase Orders - Match multiple delivery notes and multiple bills to one PO
Purchase Orders
Ability to match multiple delivery notes and multiple invoices (if d/n not available) to one PO
31 votes
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