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2277 results found
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Reports | Custom table - Reformat text
Xero Reporting - Please add functionality to Right Align text in custom tables in notes.
Also, Lots of white space on Depreciaiton schedules making text very small. Add functionality to drag column lines much like excel.
31 votes -
AU Payroll | Superannuation - Set up auto payment with a credit card
Have automatic superannuation payments be able to be paid via credit card, through xero. Currently there seems to only be the ability to make automatic payment via direct debit but it would be good if it could be made by a credit card.
85 votes -
AU Timesheet approval process upgrade
Timesheet approval process
- Give payroll admins the ability to move the status from "draft" to "pending approval" as is possible in NZ and UK or
- Give permissions to users with approval power to see the timesheet in the "draft" status through "Xero me" or
- Permit users with approval power to see the "timesheet" module in addition to "Xero me"
4 votesThanks Daria, for sharing your idea with us.
We appreciate you taking the time to let us know what changes matter to you.
Your idea has been reviewed by our team and is now open for support from the rest of the community. In addition to upvoting your idea, other members can now comment and share how this change would improve their experience with Xero
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Prepayment - Multi-currency
Ability to create a prepayment in a currency other than the organisations base currency
Purpose: Having a multi-currency prepayment option in Xero will make users’ who are dealing with customers that pay prepaid foreign currency accounts to their business easier.
128 votes -
Invoicing - Clear email suggested list
DISABLE EMAIL SUGGESTIONS FROM XERO
I WANT TO REMOVE THE ABILITY FOR INVOICES TO BE SENT TO INCORRECT CLIENTS BY INADVERTANTLY SELECTING ONE OF THE (MOSTLY OUTDATED) SUGGESTIONS FROM XERO.
2 votes -
Projects - Set opening balance for projects
Just brought on a new client on Xero that runs large number of projects. At the moment, Xero does not provide a facility whereby we can bring forward opening blalances for ongoing projects.
1 vote -
AU Payroll - Option to select salary to include/exclude in Super
I work in the payroll team at a business where the majority of our employees are on salaries that include super. This means every July, I have to go into every person's pay template and recalculate what their new salary is (because xero works only on an excluding super basis).
My suggestion: The ability to select whether a salary is including or excluding super per employee. Then every year when the statutory super amount goes up, I won't have to recalculate everyone's new salary for xero. This also means that an employee's payslip has the same salary as what…
29 votes -
Expenses - Multiple levels of approval
We need to upload an Approval Matrix/Approval hierarchy with a scope depending on "Location" and "Total amount" with 2 levels of approvers for "Expense claims" (EC) & "Purchase Orders" (PO).
With that, we are looking for automation on sending the EC & PO automatically by the system to the correspondent Approver depending on the scope through email.79 votesThanks for your idea, Micaela. Expenses and Purchase Orders are quite different transactions types in Xero.
We try to keep one idea per thread here so we can get a true view of the interest for that specific functionality. I've slightly adjusted the title of your idea to represent Expense Claims but welcome you to start another for Purchase Orders specifically where we can track that too 🙂
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Bank Feed - Peoples Security Bank and Trust
For Xero to expand their bank feed connections to develop a feed that supports Peoples Security Bank and Trust - https://www.psbt.com/
10 votesThanks for submitting your idea on Xero Product Idea's. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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NZ GST return - Late claims, Publish & incognito mode
Not a new product idea by any means, just a request to put the GST return back the way it was before the update. So far with the new update, we can no longer see the late claims on a separate tab, we cannot publish the final return in Xero and now we can not be in two different entities at once even if we are incognito mode or in a different web browser.
When querying Xero about this problem, it was suggested that I post it as a product idea, because they are all known issues but can't do…17 votes -
Invoicing - Increase the number of billable expenses shown on the selection screen
Xero decided to limit the number of billable expenses one can view at a time when invoicing to 10, as was explained to me, because some organizations have a large number of billable expenses and it taxes the system and slows down the process of invoicing if more than 10 show. The exact opposite effect happens, however. Now, one has to page through dozens of windows to find the billable expense, instead of simply scrolling through 100+ bills. Even worse, there is no way to sort the bills, so the target of the invoice may be on page…
1 voteHey Scott, really appreciate your feedback on our update here. We want to be transparent that the change to billable expenses in invoicing was something that we implemented due to lots of feedback that we received, and we don't have intentions on returning to the previous behaviour. On review, we first marked this as feedback based on it being a removal of a new feature, however we will shift this to Not in Pipeline to set expectation.
This means other members will still be able to vote on this idea, and we can track if this is still an idea that trends.
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Reports - Add auto save for draft reports
Auto Save - Annual Financial Reports
For Xero to auto save when creating draft reports.4 votes -
UK Payroll - Produce employment intermediary reports
It would be great if Xero produce Intermediary reports that can be uploaded direct to HMRC for agent workers from Zero.
4 votes -
BAS - Export lodgement confirmation
Once an activity statement (BAS or IAS) has been lodged via Xero, when we generate the activity statement and export to PDF or Excel can it include the lodgement confirmation details, including date and time lodged, person/user that lodged, any lodgement confirmation numbers etc.
This information is shown in Xero, but not on the report when exported.3 votes -
Reporting - Projects billing vs quotes
Ability to link quote and invoice (not billing from the actual quote)
We currently keeping time in Avaza and pulling time through on our invoices in Avaza into Xero. The actual time(our cost) is then shown in the Xero invoice which is changed to the invoice amount. I am trying to get to the ultimate spreadsheet - Quote (budget column) vs Actual cost (time) vs Invoiced amounts (this all has to be shown as the separate line items quoted)In summary:
A report that replicates an excel sheet that we have set up manually at the moment:Column 1
…1 vote -
Projects - Drag and drop feature for assigning expenses
I would love to group select untracked expenses in Projects then drag and drop them into their expense category
If the untracked expense could sit in one column and the expense category in another that would be amazing so you can easily reference the category then drop accross from column to column
4 votes -
Bills - Attachments from repeating bill template to be linked to generated bills
Attachments in repeating bills are not attached to the actual bills when Xero creates the bill.
If the repeating bill is deleted, the link of the repeating bills will be broken and we cannot get the attachment in the repeating bill.so I suggest
1. having the attachment in the repeating bill attach to the actual bill when Xero create the bill; or
2. have an archive function for repeating bills that are expired so that the actual bill can still be have a link to the repeating bill to find the attachment.Attachments such as working or scanned bills…
25 votes -
AU Payroll - Monthly payroll tax report
An automatic monthly payroll tax report would be fantastic. I've noticed Xero cannot do an automatic calculation of Payroll Tax like MYOB can. MYOB allows you to select pay categories (pay items) to exclude and run a monthly payroll tax report.
82 votesHi community 👋
Thanks for sharing and supporting this idea - while I don't have an update specific to this one, I thought you might be interested in the following:
Our AU Payroll team are testing some changes to Payroll reconciliation. The idea to have an automatic monthly payroll tax report is highly associated with payroll reconciliation and we feel that voters here would also have an interest in payroll reconciliation. They would love to hear from you!
They’re aiming to conduct some 1 on 1 interviews between 6 Feb - 16 Feb 2024, the interviews will last 45 minutes.
The purpose of the session: Participants will be asked to help with testing a prototype concept designed to enhance the AU payroll reconciliation process.
They aim to discover:
- Whether this conceptual solution meets your specific Payroll needs, and if it adds value to your Payroll reconciliation process?
- Whether this conceptual…
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Contact - Ability to copy & paste bank account number (accept spaces not just hyphens)
When you try to add a new bank account to a contact, Xero only accepts numbers and hyphens in the field. Spaces are not accepted.
All invoices issued by Xero have the issuer's bank account on the invoice formatted with separating spaces between the number blocks.
So when entering a new contact, I can't just copy-paste the bank account number from the invoice that was created by Xero because the format of such number doesn't comply with the formatting in Xero contact section. Every time it has to be manually edited by all the thousands of Xero users.
It would…
2 votes -
Fixed Assets - Allow dates to be entered in any format
In most areas of xero you can enter dates in any format, however, in the 'new fixed assets' this errors unless its in the one format Xero accepts.
Please make the date fields similar to the other fields in Xero, allowing any format e.g. 1/1/24, 1.1.24, 1-1-24, 1 1 24, etc
3 votes
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