4849 results found
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AU Payroll - Make multiple draft pay runs
Ability to draft future payruns - ie more than 1 darft payrun. Especially at Christmas time. I would like to draft up future payruns before Igo on leave, but still have the ability to adjust this week payrun for overtime etc. At the moment I can't move forward until I complete current payrun. or i have to do un unscheduled payrun to fix it. Very time consuming
8 votesThank you for your feedback in product ideas, everyone. With our payroll products being regional changes are generally developed in each separately.
We have slightly changed the idea here to reflect the desire for this in AU Payroll, and have created a separate one across here for NZ Payroll.
While there are no plans for developing this within our AU Payroll product right now, we'll continue to track the interest from you all here, and update if there is any change planned.
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NZ Payroll - PAYE Finalisation Notification
PAYE Finalisation Notification to prompt in the Notification bell when it comes due or when it will be coming due
2 votes -
Sent check box checked by default after approving an invoice
It would be nice to have an option in the invoices settings to have approved invoices automatically marked as sent.
This would be mainly for users that send their invoices with another program, so the invoices they enter in Xero are always sent.1 vote -
AU Payroll - Show the number of notes in the Employee 'Notes' Tab
It would be good to see the number of notes in the Notes Tab (perhaps in brackets, for example: 'Notes (2)'), so you can see at a glance, if there are any notes for the Employee and if yes, how many.
1 vote -
Dashboard - Show BAS PAYG GST running totals in watchlist
To allow a box on the dashboard to show a running BAS/PAYG/GST total so we can get an idea of where are finances are up to coming up to these payment deadlines. Would be helpful for small business.
8 votes -
Budgets - Order by GL account number
The ability to do budgets by GL account number. It's very perplexing this is not available today!
80 votesHi everyone, we’ve been tracking this conversation and appreciate the insights you’ve shared around budgeting. We get how being able to sort budgets by General Ledger account number could streamline your workflow and help reflect the structure of your reports.
Currently, as you may know you can export budgets to a spreadsheet, and sort them outside Xero. But, we understand you'd prefer a solution directly in Xero.
We want to be transparent; this isn't currently in our roadmap. As we continue to monitor this space, we’ll update you here if anything changes.
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Xero Expenses - Set a default mileage rate for reimbursement
Set a default mileage rate for reimbursement in Xero expenses
119 votesThanks for sharing and supporting the idea here, Community. We understand the needs and desire to set a default mileage rate for Xero expenses, however want to be upfront that this is not something we have plans for in the short term.
Our product team are staying close to the feedback, and will continue to review this idea, so if there's any changes planned we'll update you of this, here.
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Reporting - Run Prepayments Monthly
Is there a option to run prepayments like depreciation on fixed assets like Sage does?
4 votesHi Tracey, not so familiar with how the reporting works in other accounting software, however there are a few reports you can run to view prepayments in Xero. If you find one of these quite useful, you could save the report as Custom so you can easily access it anytime.
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UK Payroll - Show warning when a pay run which includes employee(s) leaving date is reverted to draft.
We have a 2 year old issue where we changed an employee end date then reverted a payrun. HMRC has not recognised the revertion or that the resubmission is the same data so we have a duplicate that we haven't been able to sort out.
To avoid this pain for others, could there be a pop-up warning if someone tries to revert (or otherwise change) a payrun where an included employee has an end date set? Or if the end date has been changed? The details of how it works can be as is easiest to implement.
See case CX0012556638…5 votes -
Lock dates - Ability to add password protection
Dear Xero product team,
Please could we have an option to Password protect Lock Dates.
Where certain user can only unlok Lock dates i.e. Accountants or Subscriber
At the moment anyone can unlock the Lock dates which defeats the purpose of the Lock Dates.
153 votesThank you for your engagement and feedback on this idea. We’ve seen some great suggestions in this thread on how a password-protected lock date could work. The current lock date feature prevents new transactions from being entered and can only be removed by Advisor level users, but we recognise that some users would benefit from introducing password protection.
As part of our new Xero Product Idea process, we have recently reviewed the idea and shifted this to “Accepted”. This reflects that this is an idea we’d like to develop, but that this isn’t currently on the roadmap. We'll be back with another update as soon as we have more to share.
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Reconciliation | Find & match - Filter by outstanding
When a customer pays, could the find and match box show outstanding invoices for that customer instead of all customer outstanding invoices? It would speed up matching the payment
1 voteNot an idea I've seen raised yet, Lisa. Can see how this may be helpful when you have many invoices entered in your org. It's not something we have any plans around at present but we'll track the interest here and share if there's news.
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Sales invoice - create credit note without applying
To create a credit note from an invoice without applying it to the invoice.
Currently the only option is ‘create and apply credit’.
We refund first then generate the credit note. So we need to allocate the invoice to the customer receipt, then allocate the repayment to the credit note.5 votesHi team, as mentioned in my last update. In the way credit notes work in Xero today, generally this is a time saving mechanism, so you don't have to take extra steps to apply the credit to the invoice.
However we understand from the feedback here why this doesn't match your workflow. We are continuing to track the interest from community through this idea but don't have any plans for this at present.
Currently, from the Awaiting Payments list, if you don't need to open the invoice, you could use the 'New Credit Note' option.
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Project supplier invoices
Scenario - Multiple projects open. If materials are purchased at eg a builders merchants for mutliple projects on one invoice/receipt, it's not possible to allocate the spend to individual projects which is madness. It seems that the total invoice/receipt must be assigned to ONE particular project. When materials are bought, it's often far cheaper to buy them in bulk, hence buying for more than one project at the same time. It should be possible to therefore assign individual lines on the invoice to a particular project (a bit like tracking).
5 votesHi Clare, if you're adding an expense from within a project, it's expected that the expense you're creating is related to the Project you're in. You could create a Bill within the Bills to pay area where you can assign individual lines of your bill to different Projects.
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Projects | Timer start and finish time
Project Timer - it would be great when using the timer for it to automatically enter actual start time and end time into the time entry, rather than just a duration.
6 votes -
Invoicing - Add optional donation
Allow charities to add an option for customers to make a voluntary donation when paying their invoice.
When making a payment through the pay now link, they would be able to add an additional amount as a donation, if they choose to.
7 votes -
Xero Accounting app | Outstanding invoices view from Dashboard - Due date visibility
The new mobile functionality for Outstanding Invoices adds more steps to being able to see when an invoice is due.
In the past, it was a one button press into Outstanding Invoices and it was easy to see the dates for when all invoices were due.
With the new system, now when you press into Outstanding Invoices, you cannot quickly see the due dates, and it's cumbersome to have to dig into each client by pressing View all invoices, only to then be able to see the due date.
I believe the previous system was far more effective for a…
3 votesThanks for your feedback on the change in the mobile app, Mike. I've passed this onto the team however do want to be upfront that there's no immediate plans around this atm.
Instead, the 'Sales' tab invoice list screen might help what you're trying to view. This will show all the invoices and due dates in the same screen.
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Reporting - Ability to create own report code structure
what about the possibility of practices creating their own report code structure? with infinite report codes capable of being added? to accommodate flexible reporting structures?
It is truly difficult to automate reporting where a practice does not control the chart structure. this is because clients often create new chart codes because their particular expense doesnt neatly fit the chart options available...so a new expense/revenue/etc account is added and then the report pack grows in size (with similar account types that really should be grouped for reporting) to the point where it is unusable...unless the practice manually maps into a "group"…
201 votesHi everyone, thanks for your feedback here. It’s great to see so much engagement on this idea, and we appreciate you taking the time to share your thoughts with us.
We understand you’re looking for the ability to create your own report code structures within Xero that'd allow for more detailed and flexible reporting, helping to automate processes and provide clearer insights for your clients.
As noted by others in the idea, you can currently leverage the existing report code mapping functionality. While it doesn't allow for entirely new report codes, you can map multiple chart of account codes to the same report codes to group them for reporting.
To do this in bulk, you can also export your chart of accounts, apply the mapping in a CSV, and then re-import it.
We see the value in providing more customisation in reporting. Right now we have some more codes…
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AU Payroll - Payment summaries - copies or reprints
Payment Summaries in STP - Copies of prior years.
- It would be helpful if we could retrieve copies or make reprints of prior year payments. This is particular helpful where a new client comes on board, and you will not have history on files.
2 votes -
New invoicing - Make item code mandatory
To have the option to make the selection of an item code compulsory when issuing a sales invoice from Xero.
2 votes -
Xero Me - Add Unit option to Timesheets
Timesheets on xero me should have the option to enter units, not just hours
5 votes
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