4775 results found
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Reports - Notify users when reports are published to an organisation
Notify Client when reports are published to Xero! Each month I publish client financial statements to the clients Xero company. It would be incredible it I could send a message through Xero to notify clients that their reports have been published! Life - changing - Incredible!
2 votes -
Payroll - Pay PAYE automatically with Wages on payday
When I pull the Bank Batch file to pay Wages, I would like the amount for PAYE and any other Taxes or transferred deductions to be paid out on the day with the Payroll. This removed it from the business immediatley and makes sure payment is always up to date.
3 votes -
AU Payroll - New Employee - Online Commencement Forms
Ability to send and generate online commencement forms from Xero Payroll.
Purpose: Employees can complete and submit their own online commencement forms, rather than having to ask the employers to submit it.
238 votesAppreciate your input here, everyone. This is a feature that our team have looked into and would like to develop for AU Payroll, however there are a few other key pieces of work lined up before they get a chance to explore this further.
Rest assured that our eyes are on the ground monitoring your feedback and votes here, so please keep adding them in this thread. If there’s any movement, we’ll make sure to come back and let you all know. -
Contacts - Better explanation for BankAccountNumber when importing
Better documentation for BankAccountNumber needed.
The documentation for importing contacts is not clear, specifically how to include banking details.
First time users, such as myself, could be greatly assisted if the documentation for the BankAccountNumber was described as <bsb><space><account number>.
I did a large number of documentation and Google searches before it clicked that the BSB and account number are both specified in the BankAccountNumber field. This is not obvious.
Thank you.
4 votes -
Xero Me - Show hours in a leave request for part time employees
Xero Me App Leave Requests to show the total hours being requested by the employee. When Part Time Employees post leave requests there is no way for xero to know that they are only taking part time hours or days
10 votes -
Invoices - Show tracking category on invoice list screen
Invoices list - allow the user to select the invoice fields that they want to see on the Invoices list. Eg. we can search/view by Contact, but not by Tracking Category, which would be very useful.
13 votes -
Customer Invoice Report - Ability to view separate columns for Credit Notes and Payment applied to invoices
The existing Customer Invoice Report has a "Paid" column. This column shows the payments allocated to an invoice. This column excludes any credits allocated to the invoice.
The new Receivable Invoice Summary report has a "Payments/Credits" column. This column shows the combined amount of payments AND credits allocated to an invoice.
I need to be able to run a report of invoices that shows ONLY payments allocated to each invoice. This is a crucial need for us. We need to know what amounts on invoices were paid by customers (i.e. payments) and what amounts on invoices were not paid by…
23 votes -
Projects - Integrate with Google Calendar
Integrate Xero Projects with Google Calendar so you can allocate workload/timesheets to projects more seamlessly.
7 votes -
Xero Me: Allow employees to self-service change of address
Xero Me - change of address - employee can lodge a notification through Xero Me to payroll for your change of address. The change could be approved by the payroll administrator and it immediately updates Xero, then an email would be sent to the employee to say the change of address has occurred. This would reduce administration time, spelling errors in address and encourage employees to keep their details up to date.
45 votes -
E-Invoicing - Notification when bills have been created
I would like to receive a notification when draft purchase bills are automatically created when using e-invoicing. Otherwise, i wouldn't know it was there to be paid.
12 votes -
Invoices - Assign billable expenses in bulk
Is would be helpful to be able assign different expenses from one bill to different customers, in one batch. At the moment you have to do it individually and then go back into the assign expenses section to do it again for each assignment, which for a bill that relates to multiple customers takes a lot of time.
7 votes -
Quote - Copy Project through to Invoice created from a Projects quote
When creating an Invoice from a quote within Projects, the newly created invoice does not retain any connection to the Project that the quote is linked to. This is very annoying and time-consuming - as the only way to then link the Invoice to the Project is to manually select and assign every individual line item, one by one and map them against the project. Surely this is an easy fix to keep an Invoice linked to a project as the quote was? Why would you disassociate an invoice from a project that it directly relates to??
14 votes -
AU Payroll - Payroll activity summary report to show unused annual leave paid
just like overtime wages, it's important to separate unused annual leave paid from regular annual leave paid because this will enable accountant to quickly cal-check whether super guarantee has been calculated/set up correctly. it's impractical or inefficient if we have to check all the pay item settings.
4 votes -
Bank Reconciliation - Templates for common split payments
TEMPLATE FOR COMMON SPLIT PAYMENTS
We need to be able to save a split payment as a template (like a bank rule)
eg: registration is always split with gst, no gst etc, let us save that transaction as a template for easy recon next time. Bank rule isnt helpfull as when you have 20 different regos being paid to the same company then a simple split template would be very helpful3 votes -
Sales Invoices - Ability to bulk edit/update invoices
Ability to upload changes to existing invoices via csv.
Currently - When uploading a list of invoices that already exist, Xero will not allow the upload to continue. This feature would mean, that for any invoice that exists already, Xero would prompt the user whether they would like to update changes for existing invoices or not.
Purpose example - For invoices that need to have changes applied, for example amending the due date to an agreed revised payment due date. This change would enable the user to bulk update instead of needing to open each invoice manually and edit each…
71 votes -
UK Payroll - Automatically include bank holidays and annual leave on Timesheets
Why can't Xero make editing a timesheet easier by automatically showing bank holidays and any days off that have been entered as holiday?
If the timesheet showed bank holidays or days where time-off has been allocated in a different colour or with an asterisk by the date then checking timesheets against time-cards would be much more straight forward.
3 votes -
Invoices: Receive a notification when customer has viewed invoice or quote
To receive a notification when customer has opened or read quote or invoice. That way you know they have been received and there is less emphasis on following up.
33 votes -
Reporting: Reconciliation Reports - Ability to upload bank/credit card statement
ability to add/upload the bank statement/credit card statement to reconciliation report for future cross checking by accountant
247 votes -
History and Notes Report - include item code and contact account number to make report more informative
In the History and Notes Report include item code and contact account number to make report more informative
2 votesWhen you say include the item code and contact account number, are there certain actions you'd like to see history of for these, Edel?
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Projects - Ability to add a budget that integrates with the overall budget
- Create a budget for each project and then integrate the budgets to the company's overall budget.
- Provide variance report for each project
- Provide variance report for all the projects together
36 votesUnderstand you'd like to level up to the Overall budget in an org, Sherry - Just in case you hadn't come across you may find the estimates within a Project useful for now.
We'll track the interest of this here.
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