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2454 results found

  1. Batch Deposits: allow adding over-payments and pre-payments to a batch deposit from the Invoice > Awaiting Payments tab.

    Currently a bank deposit that includes over-payments or pre-payments will not match recorded batch deposits because over-payments and pre-payments cannot be added to batch deposits. This causes a lot of wasted time communicating with client accounting staff to understand how to reconcile the variances.

    17 votes

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  2. There is an issue with the new contact edit settings, we cannot add IBAN in account number and swift in routing numberFinancial details. Since we have vendors globally, not everyone have US routing and acct number only. This needs to be fixed since we are relying on the bank details updated in contact

    33 votes

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    Thanks everyone, we thoroughly appreciate your feedback on changes when adding or editing a contact. 


    Since the initial release, our team have made an update and you'll find you can now enter IBAN and SWIFT into account number without it throwing errors. 


    Currently, if you save information into the account number field it'll spread across the bank account prefix and bank account number fields - The thing to note is that this will not impact processing of batch payments and will be one field when exported for batch payments.


    We understand it’s not the perfect solution and are looking at further enhancing this - I'll keep you updated here. 

  3. 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.

    99 votes

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     ·  9 comments  ·  Payroll  ·  Admin →
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  4. The ability to see current month figures together with year to date on a trial balance report. This was possible on the old version of the trial balance but not on the new version.

    36 votes

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  5. Offering a simple update to the Xero system which would dramatically improve one grey area:

    I had a discussion with my team and it's a common topic that keeps coming up - we find it very awkward having the 'Time Off' allowance displayed in 'Hours'.

    Just like some other tracking systems, they allow you to see your 'Time Off' as 'Days' which is much easier to glance at - instead of having to continuously calculate hours, which takes time and can cause confusion on some occasions.

    We would all very much appreciate it if you at least give the option…

    81 votes

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     ·  17 comments  ·  Payroll  ·  Admin →
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  6. It would be helpful with the new Timesheet features to be able to add more than one work time and break time per day to allow for split shifts.

    33 votes

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    5 comments  ·  Payroll  ·  Admin →
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  7. Contacts - Being able to search by mobile number, when we have a missed call or a text message on the phone, being able to search it is before blindly calling them back if they haven't left a message.

    83 votes

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    It’s great to see how much customers value Xero search. In order for us to keep improving and enhancing how and what can be searched across the product - like other parts of Xero, there is backend work that our teams need to complete first.  


    Being upfront, adding items to search is not in the teams roadmap at present although we’re keen to stay close to where our customers feel Xero Search can be most beneficial to you, here.

  8. Batch Payment Of Credit Notes
    Essentially do exactly what is done, when making batch payments of Bills, but instead make a batch payment of credit notes.
    There must be a way to do it, as opposed to having to do it via the banking app/website and then manually reconcile each credit note against the bank feed in XERO.
    Thanks

    41 votes

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  9. Customer Statements - the current statements show payments allocated to invoices. This is confusing for customers who make part payments. Can Xero please bring in an option to not include payment allocations as our customers only want to view their statements by looking at the amounts they actually paid, not the break ups

    14 votes

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    Appreciate wanting to see a direct option within customer statements that exist in Xero. 

    An option here would be to run the Customer Invoice Activity report where you can filter by Source to remove payment type sources such as 'Receivable Payment'. Once set up this could be saved as a custom report to be run with your filters at any time. 🙂

  10. UK Payroll - need a summary report showing leave taken / remaining by employee for a given leave year - This is already available in AU payroll

    12 votes

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     ·  5 comments  ·  Payroll  ·  Admin →
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  11. When using pre-printed check stock, information on the voucher overlaps information on the pre-printed check. If you could change the layout of the voucher, this problem could be eliminated.

    25 votes

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  12. It would be great if Xero could implement an automatic change/suggestion to change to category A after an H-category employee doesn't meet the criteria anymore.
    One of our employees just had his birthday and I noticed the category doesn't automatically update and there's no flag to say they might now be ineligible for a certain code.
    I imagine there are more companies with the same problem where it's gone unnoticed that the National Insurance Category hasn't automatically updated as nearly everything else does and it's easy to miss a birthday!

    73 votes

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    7 comments  ·  Payroll  ·  Admin →
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  13. It would save us so much time if there was an option to turn off debtor statements per contact just like we have the option to turn off invoice reminders. That way when sending statements we can bulk send without having to send them one at a time.

    23 votes

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    Interesting idea - we'll continue tracking interest here. 🙂 In the meantime I did want to highlight how you can send multiple statements at once and may help some here. 


    While it's not possible to set a default for each contact, you can currently send statements to multiple users at once - 

    From your Contact lists either select all, or just the contacts you'd like, select the 3 menu dots in the top right of the page where you'll see an option to 'Send statements'.

    • When clicked this will take you to the statements screen where you can further refine the lists of contacts you'd like to send a statement too
  14. Re: Handling of Mutly-currency/translating foreign currency amounts into the functional currency

    Multy currency is currently not fully supported in xero.

    A foreign currency transaction should be recorded initially at the rate of exchange at the date of the transaction and then, at each subsequent balance sheet date, foreign currency monetary amounts should be reported using the closing rate.

    This is true in xero only for Bank accounts, accounts receivables and payables set in foreign currency but not for other account.
    As a result users are required to input periodical manual adjustments at each balance sheet date.

    We ask Xero to…

    26 votes

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  15. Projects - I would like to see the references for each invoice in the list of quotes and invoices on projects. It is difficult to tack what you have invoiced when you have to open each individual invoice.

    18 votes

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  16. It is all too easy to accidentally upload a batch of sales invoices to Xero from the wrong period. It can then take absolutely hours to delete these as Xero does not have the functionality to remove these en masse.

    58 votes

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    Hi Sarah, when importing invoices to Xero, these should come in as drafts. You can Delete draft invoices in bulk from the Draft List view. 🙂

    Would be good to better understand the way invoices are coming into your organisation if there's a step I'm missing here? 


  17. The ability setup repeating spend and receive money transactions would be helpful.

    Thank you

    72 votes

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  18. When looking at Bills to Pay that are in Draft, we review the bill and approve. We then end up on the approved/awaiting payment bill screen. To get back to the next Draft bill to pay, we need to select "Bills to Pay" from the breadcrumb nav, then select back onto the Draft tab and finaly select the next bill.

    It would be good to have an option of "Approve" where we can directly go to the next draft bill to manage.

    31 votes

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  19. Xero checks employees age against pay rate and that of the National Minumum Wage so it does not get missed. It's doesn't have to change it, just highlight thsat the employee's rate needs to ber changed

    76 votes

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     ·  3 comments  ·  Payroll  ·  Admin →
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  20. Ability to use other languages (apart from english) in Xero.

    Purpose: To make Xero can be more user friendly to people who speak and use other languages.

    59 votes

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