4784 results found
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Assigning invoice when sent to xero email
It would be helpful to assign an account to an email sent to Xero containing a receipt (similar to how this is possible in the mobile app).
1 voteHi Lauren, just to make sure I understand your idea here correctly. Would this be when using Xero's email to bills feature, or just generally when sending a file to the files inbox?
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UK payroll - Option to post journal as individual or bulk
Journal Entries, have the option to post the journal as either a bulk journal (which it currently is) or as individual transactions, so you can see a breakdown between each individual employee. This is will be useful if a client has medical benefit and needs to break this down between individual staff as they all pay different amounts.
1 vote -
Show potentially related transactions in destination account when doing internal transfers with currency conversions
When I go to reconcile a conversion between say... USD and AUD (which I'm looking at right now) on two accounts (e.g. USD and AUD Wise accounts) I have to have both accounts open on my screen to know how much to put as the converted amount in AUD when reconciling the USD line (and vice versa)
It'd be useful to have Xero display recent matching transactions, as it knows roughly what the exchange rate would have been so can display the closest matching line items that could be transfers, so that we can select one rather than having to…
1 vote -
Move employee-level tickbox for leave loading eligibility to Leave tab
Australia has leave loading, which is a payment intended to compensate people for the lost opportunity to earn overtime that they would have if they weren't on leave. There are business-wide settings, but because not all employees are entitled to leave loading, you have to enable it for each employee in their individual settings.
Currently, the tickbox to mark an employee as eligible for leave loading is down the very bottom of the Taxes tab in the employee card. It is very easy to miss, because logically all leave-related settings would be in the Leave tab. I would like this…
1 vote -
Remittance - Include supplier Reference
We would love to be able to send a remittance advice direct from Xero which includes the Reference that the supplier has asked us to provide. We are having a lot of trouble with suppliers failing to match payments which is time consuming for everyone.
It would be a really easy fix!
And even better, would be when exporting a file to BACS, the Reference requested by each supplier should be included on the relevant line, not the global company reference that is currently exported. (not quite sure why it already works exactly like we want when you only export…25 votes -
Payroll - Anniversary for sick leave
One of the issues we have with Xero Payroll is there is no Anniversary Date for Sick leave. Our company changed hands in Apr 2020. As the new owners did not bring the Sick balances over, our sick leave anniversary became 6mths after change of ownership. That means we have to manually adjust the sick leave balances at 6mths after their Start anniversary rolls around (as service length is still recognised) for our 80 odd staff and then again on the first of October.
We also have a annual Shutdown for Christmas, when staff have not been with the company…4 votes -
Contacts - View recent invoices > report to be filtered by contact
When you go into a customer and click View recent invoices report, currently it shows a list of all their previous invoices, which is clear and easy to read. When you click on the new report version it shows a list of approved sent and paid invoices for all customers, but only for the current month. This is totally useless as you then have to filter it to the customer, and change the date back far enough to show all the invoices. Can you please change this so it is the same as the old report.
14 votes -
New invoicing - Change the colour of the 3 dot menu button
The latest glitch is that while using the edit function, something triggers the new invoicing to think that an amount has been added to a quantity or price box in one of the lines, presumably one that is being used as just a text line, and there is no way of knowing which box has been triggered so that you might know what you need to clear as nothing is flagged by the software. This also highlights that you don't have a cancel button making it harder to discard all those edits you have wasted entering making it harder to…
3 votesHi Paul, appreciate your feedback on the new invoicing experience. We're continuing to develop this for all customers so your inputs are valuable.
With your first point around the description only line - my recent update on the related idea here may explain the behaviour you're noticing. If you're selecting a saved item to enter description only lines there is a change to how this works between the old and new version and it's not possible to use items as description only atm. We're monitoring this so please do add your vote to the idea there is you feel this applies to your situation.
It's best for us to keep one idea per thread so I'll adjust the title of your post here to match your second point on the colouring of the menu button and we can get a gauge of the interest around this too.
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AU Payroll - Set the number of decimals places to 2
set the number of decimals places e.g. 2 so when Xero applies a award factor e.g. 1.5x award rate the results only displays to two decimals place in their pay.
Awards are published to two decimals places that's all we are required to pay in Australia.
Fixing the rounding wastes so much time.2 votes -
New GST Report Format - Cannot see full reference column details, also add attachment icon to RHS
The reference field is too small. It looks as tho' different suppliers are using the same invoice number which is not correct, as the invoice number truncates the display and is followed by ...
In the example attached, you will see Inv-28... for 01 Apr 24 and also same for 01 May 2024.
In the example, you also see RA-101... for a Pal... supplier and also for a B.... supplier.Also, it would be helpful if you could see if an attachment was uploaded - you could consider showing an Icon outside the RHS of each line., as something Every…
1 vote -
New invoicing - use links instead of dropdown boxes
Instead of having dropdown options or the three dot options all of the more commonly used invoicing functions should have tabs or boxes to select the different functions.
Xero has to cater for a wide range of businesses with a wide range of requirements so there is no one size fits all for the invoice layout.
1 vote -
Xero Expenses - Multiple images per expense claim
Xero Expenses - In multicurrency expenses there is currently no ability to add more than one image/PDF to an expenses claim.
We have many employees who travel for long periods of time or for certain jobs and need to be able to submit one large expense claim with multiple line items and also provide a photo/PDF of receipts for each of these items. But currently you can only upload one image per expense claim.On top of this there is no ability to set a different currency as the default currency for specifics employees which would be a helpful feature…
33 votes -
Bills - Assign line items to different suppliers
Being able to choose a supplier from the Item Code drop down when entering bills. This would allow you to use CoOperatives that give you accounts with hundreds of different companies and reconcile those accounts to the individual company.
For e.g. I use Capricorn Society that gives me accounts with hundred of different companies throughout Australia. I enter the Capricorn bill and then brake that invoice down into the companies that I bought from as line items. All of the invoices are just attached in a massive list. Then when I need to go back and find an item that…
1 vote -
AU Payroll - Option to include Public Holiday hours in Unpaid leave types
At this stage Xero doesn't recognise if an Employee is on Unpaid Leave.
Xero's default behaviour when an employee (that is assigned to a holiday group) submits a request for a period of Unpaid Leave spanning one or more public holidays, is to exclude those Public Holidays from the calculated Unpaid Leave hours.
This has the effect of allocating those Public Holidays as paid hours in a pay-run rather than as unpaid hours. This is not consistent with the Fair Work Act (https://www.fairwork.gov.au/employment-conditions/public-holidays/not-working-on-public-holidays)
If this is not picked up and adjusted before finalising a pay-run it can result…
3 votes -
Bill Payments - Use supplier's unique ID as the "Details" reference for Crezco payments
When paying bills using Crezco use the "Details" field from the Supplier Contact / Finance as the payment reference.
For instance if a supplier has given us a unique ID on there system as "DME002" use this reference in the payment field when doing Crezco payments.
FYI. It used to be this way with Wise payments? but has now changed as we move over to Crezco?3 votes -
Invoices - Enable deduction of withholding tax
A type of tax code should be possible in which the tax is subtracted from, rather than added to, the invoiced amount for that line item.
Rationale: Many countries require that a foreign supplier's invoice be subject to withheld tax if the supplier doesn't have a satisfactory tax treaty entitlement.
Example:
We use a reverse-invoice process for our Australian supplier to record payments due to them based on our activity. This activity often attracts a royalty fee that we must pay.
The UK requires us to withhold 5% of this royalty fee, and pay this over HMRC quarterly.
To create…
21 votes -
AU Payroll | Timesheet - Ability to add allowances
When operating tracking income and expenses in two areas, payroll allows for the primary tracking category when setting up the employee and the time sheet allows the secondary tracking option to be selected.
Currently the timesheet option only allows for the 'hours worked' to be allocated to the secondary tracking option. Any allowance can only be added at the pay run which means it cannot be added to the secondary tracking category.
Can we have the ability to add allowances as an option in the timesheet?
120 votes -
Customer Statement - Attach additional documents
It would be great to be able to attached documents to statements like we do with invoices/quotes. ie a general company letter, holiday notifications etc. instead of sending the client 2 emails.
I have an urgent document that need to go out with this months statements.
Thank you12 votes -
Invoice - Show delivery address under business name
In the Standard Invoice template - the delivery address currently shows in the middle column, rather than under the name of the business. This is confusing if a business has multiple locations, with one centralised billing address. It means that the centralised billing office can't easily see which location the invoice is for/items were delivered to.
It would be better to show the delivery address under the name of the "To" so it's obvious which location the items were delivered to with the name and the corresponding details of address and contact person.1 vote -
Payroll - Sort Pay Template items in order of relevance, not alphabetically
Pay Template - I would like to list the pay items in order of relevance not alphabetically by pay item name.
6 votes
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