4776 results found
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History and notes report - Ability to search results by contact on invoice
Ability to run the history and notes report and search by contact so users don't have to search through all notes.
6 votes -
Payroll AU - Custom Fields for Payroll Items
Custom Fields for Payroll Items - eg Item is included in Payroll Tax or Workcover remuneration or CoInvest reporting
8 votesHey Jen, thanks for submitting your idea!
Just checking if you're referring to Custom Pay Items, which are already available in Xero Payroll.
If not, could you let us know some examples of custom fields you require, that aren't already available in Xero Payroll?
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Reports - Create fully detailed Expenses report including corresponding receipts
I need to be able to pull a fully detailed report of submitted expense claims per project plus all corresponding receipts for that month to be able to send to clients
9 votes -
Watchlist - Ability to toggle off MTD and/or YTD
Watchlist - Ability to toggle off MTD and/or YTD.
When using Gusto payroll the Xero Book balance for the checking account is not affected until the checks are cashed. I have added the Clearing account to the Watchlist but the MTD number is of no value. The YTD balance shows all checks still outstanding. Users can then manually deduct from book balance to know what's really available. So I'd like the ability to show/no show MTD and YTD by options to turn each on or off in the watchlist dialogute for each chart of account item.
2 votes -
Account Transactions - Remove Awaiting Payment status from unallocated overpayments
In the customer under account transactions it shows the list of invoices and payments. Against unallocated overpaymentsit shows the status of 'Awaiting Payment' why? we are not awaiting the payment it is shown there.
Awaiting allocation maybe.
Anyway this caused confusion for our sales guy who had goods arrive for a proforma customer, he saw 'Awaiting payment' and thought they had not yet paid so he did not ship the goods, (Accounts were not in to tell him) He did not see the words overpayment or even if he had, he was not accounts so would he understand it? He…
2 votes -
Xero Me: Clock in and clock out on timesheets
Xero Me - Needs spot in App to input the Earnings Rate and Tracking Category for the employee. Needs a start/stop button for clocking in/out so that when the employee starts the day they simply press start and the app records the time started. When they press stop it records the stop time until the start time is pressed again. This can be used for breaks and for start and finish of the day - these can be edited if someone forgets. Currently you have to type in times and this can only be done at the end of the…
37 votes -
Reporting - Option to exclude specific account codes
Can we please have the option to EXCLUDE fund codes from I&E reports rather than include? We add new fund codes regularly and with 17 schools this means I need to edit the layout of so many reports each month. If we could simply exclude the ones we don't want I would not need to edit the layouts
1 vote -
Invoices: Automatically update issue date when draft invoices are approved
I frequently create draft invoices to keep track of work to be billed. When I send the invoice (at the completion of a production stage for example), XERO keeps the date of the first draft invoice, which can be weeks or even months old. I have a setting of 7 days as due date. Clients then receive an invoice with a long gone due date, which is extremely confusing, if I forget to update the issue date to today. It would make a lot of sense if XERO entered the date of the issue automatically! Apparently there is no default…
12 votes -
Customer statements - Export to Excel
Customer Statements download to Excel
164 votes -
UK Payroll - Ability to send P60's with password protection
P60's should be able to be emailed direct from Xero with password protection, exactly like the payslips
13 votes -
Bank Reconciliation - Repeating spend & receive money transactions
The ability setup repeating spend and receive money transactions would be helpful.
Thank you
147 votes -
Xero Accounting app - Save a Quote as a PDF
Hi, it would be good of we could save a quote as a pdf using the mobile app instead of having to login to the desktop version to do it.
2 votes -
Contacts - Ability to set a default email template
So we have set up and had a lot of success with email templates in Xero. it would be useful to have the ability to have a default option for each contact (or group of contacts) a specific template for a specific reason eg new invoice or AR. so that everytime we go to email an invoice for example it preloads on a certain template.
Eg we have a number of clients that only speak read German and/or french so it would be nice to be able to set these contacts to default to use our German and/or French templates…
24 votesHi Rory, while it's not possible to set up a default email template for a contact at present you can set a default currency & branding theme.
This might go some way toward helping you communicate with contacts in different locations. 🙂 - See our help article here
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Dashboard - Option to hide graph for bank accounts
Bank Account Graphs on the Dashboard - I would LOVE to turn these off. They take up space and are of little value.
5 votes -
UK Payroll: Send P45s direct from Xero
At the moment, we can only download the P45 and then email to employees by different software. It would be better if we can just email the P45 directly to employees from Xero.
39 votes -
UK Payroll - Ability to process prior year employment allowance claims through Xero payroll
At the moment this isn't an available feature, and HMRCs basic PAYE tools need to be used. It would be good to see this as an option in Xero.
109 votesHi team, we have an exciting opportunity for a few customers to come meet some of our Xero team who are working hard to improve payroll for you
You'd get a chance to tell us your honest experience with using Xero for payroll, as well as get a tour of the Xero London office!
If this sounds like something you'd be interested in and are available on Monday Sept 30, 1:45 - 3:15pm and could come into our Xero London office, share your details in our form here.
We have a limited number of spots, so sign up as soon as you can.
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Overpayments - Create Overpayments with Tax on for cash basis VAT
Ability for Xero to treat an overpayment with VAT on - I don't want to use a secondary debtors control account.
We have a client on the VAT cash accounting scheme and we have a number of overpayments which need to hit the debtors control account. When I run the VAT return, these amounts are not being captured for VAT purposes since there is no option to select a tax rate when using the overpayments option.
Should I treat these as prepayments, Xero will allow me to code these to a nominal account with VAT. However, the nominal code I…
9 votes -
Global Pay Run: Support for multi currency payroll
Suggestions:
The Payroll /Or Payrun system can also be currency optional
Companies are becoming more international. The online office model is not limited to the workplace, and salaries will be paid in different currencies. This is probably going to be a trend.
12 votes -
Reporting - COInvest report that captures all info required.
Report that brings together all Subcontractors for end of year TPR
9 votes -
Xero with Stripe: Support for Afterpay payments
Now that Stripe offers Afterpay, it would be helpful to add Afterpay to Xero's native Stripe integration.
33 votes
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