4773 results found
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AU Payroll - Fixed amount leave requests for employs on an accrued leave balance
Currently, for monthly employees, Xero does not take into consideration the fact that they have been set up to be paid the same amount each month, therefore the days in the month are meaningless from a pay perspective. Unfortunately, this means that the basis leave accrues on to work out how many hours a public holiday/personal/annual leave day should be when leave is entered is also meaningless. Instead of defaulting to 7.6 (or 8) hours/day leave taken, it does a calculation based on the number of working days in a month. So if someone is being paid on the basis…
16 votes -
Invoices - Make Due Date non-mandatory
There doesn't seem to be an option to delete the due date on sales invoices, my client doesn't want this to show on their sales invoices so it would be really useful if this could just be excluded
8 votes -
Reporting - Include declined reason for quotes
It would be very useful if the declined reason could be included in a report/export to enable further investigation as to why quotes where declined.
This would highlight any patterns, e.g. price to high, delivery to long etc.1 vote -
Sales Invoices - 1 Trillion On Line Items
Hi,
I would like to see the invoicing feature of Xero increase from 9billion per "Line Item" to 1trillion per line item.
Thankyou
Darren1 vote -
Close project from task and expenses invoice
When creating an invoice from a project, it would be ideal to have the option to close the project when creating the invoice from tasks and expenses. We currently have the option to tick box to mark the project as closed when creating an invoice for the project amount, but not when creating an invoice from tasks and expenses.
Suggest either adding the ability to transfer tasks and expenses over to the invoice when creating from a project amount invoice or alternatively a checkbox for a task and expenses invoice to have the option to close the project as well.
1 vote -
Bank Feed - Revolut personal accounts
Please please can we have a feed for personal revolut cards
3 votes -
Bill Payments - Schedule an email remittance advice for a future bill payment
Can there please be a function to schedule an email remittance advice at the same time as scheduling a future bill payment. I schedule all bill payments throughout the month but have to record which dates I am scheduling different bills to paid in my calendar so I can remember to send a remittance advice on that day. Would be much more time efficient if could schedule a remittance advice to be automatically sent the same day the payment is made / bill is paid.
24 votes -
Contacts - Option to put a Stop/Credit Hold on customer accounts
I Also, when will we get the stop function in Xero? I've been asking Xero for 6 years. I know you can restrict invoices by credit limit but, customers could be well under their limit but overdue in paying. A stop function is critical to any accounting system.
24 votes -
Bills - Automatically open a new tab when adding a bill
Xero made a change when adding bills at some point last year.
Before, when you clicked to add a new bill, it would automatically open in a new tab, really handy when adding multiple bills to a specific supplier.
Now, you have to right click on add a new bill to open a new tab otherwise you have to keep going back to contacts to re-find the supplier in order to add another bill.
Not sure why this needed to change as it was far more user friendly and was quicker to add bills before.
1 vote -
UK Payroll - Simple view xml submission receipt from HMRC
Currently you can only view the official submission receipts and their associated IRmark via an XML file. It would be nice to see this in a more user friendly manner and without all the associated coding tags and data.
3 votes -
Contact List - Viewing notes from the Contact List
Ability to view notes added within the contact details section from the list view.
This would help with viewing contact notes across different contacts, for detail such as method of payment or terms of service.
49 votes -
Inventory - Use a margin from the Cost price to calculate Sale Price
It would be good to be able to set a mark up margin for loaded products and services. This way when our cost goes up we could just alter the cost price and it would automatically adjust the sale price rather than us having to work it out for every item and load it manually.
9 votes -
Reports - Include paid date (as per history)
It would be great if we could run a report for payments actually made in an exact date range, therefore not payments that have been reconciled and marked as paid on a certain date but the payments that were actually paid in the bank during a period.
Currently there is no actual report that can be run and it seems so simple. Like a bank statement but with all of the details from the 'Bills to Pay' invoice section ie. Invoice no; paid date; description and amount.
Thank you!2 votesAppreciate not exactly the way you're wanting to view this information, but in lieu of a report for this atm perhaps the History & notes could be a way for you to view this information.
You can add a filter for the type of transactions (like payments) that you'd like to view and the date noted in history will be the date the action was made in Xero.
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Fixed Assets - Remove Capital Gain from Disposal of an asset
Right now it's not possible to remove the Capital Gain line from the disposal journal when the sales price is more than the original purchase price.
This means, that if you have a motor vehicle that you sold for higher than it's purchase price, the Fixed Asset register will not let you dispose of this asset without recording a capital gain - even though motor vehicles have no capital gains tax on them.
This issue needs to be fixed.
3 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.
65 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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Reporting - Set a Start Date for the Trial Balance
Trial Balance - Start dates
The TB needs to have start dates please!
A TB is a list of balances from both the P&L and BS.
The P&L needs start dates as well as ending dates as it is compared to a "video". The Balance Sheet only needs an ending date as it is a snapshot or a "photo".
Therefore the two selections for the TB in Xero are messed up/ wrong/ misleading/ liable to cause errors:(add your own term here)
End of last month
End of last quarter
Both of these give you the figures for the whole of…
6 votes -
Invoice - Option to customise view of email
The ‘fresh new look’ you have decided to give invoice emails is garish and on the verge of being offensive/pushy - WE ARE NOT A FAN! - and we have been told that this cannot be adjusted!!!!!!!!!!! - REALLY!!!!!!???? - not impressed!!!!! - give the option to amend this or put it back to as it was, please!!!
4 votesSorry to hear the changes are not to your liking, Oliver. While we won't be changing back I can definitely share any specifics that you'd like to see changed. Can you give me any more detail on what it is about the new look that you don't like?
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Classify customers by industry
Custom categories for customers would enable us to look at what sectors are generating the most revenue. In my business, this is valuable data that is currently time consuming and prone to human error.
1 vote -
AU Payroll: Restrict which earnings rate an employee can select in timesheets
Ability to restrict which pay items an employee can view in Xero Me to only those that apply to that employee. Without this ability employees sometimes choose pay items that do not apply to them. Most often this is picked up at the authorisation stage but why allow the possibility for error in the first place.
38 votes -
UK VAT - Ability to enter VAT-only invoices
VAT Only Transactions - Xero to remove needless restriction to have VAT amount less than line total. This will allow posting zero net with VAT amount to 20%EXP VAT code with a total equal to the VAT total without having to reply on VAT on imports tax code.
1 vote
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