4812 results found
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UK Payroll - Decline holiday requests if balance is zero or negative
Holiday requests automatically declined if holiday balance is '0' of minus value.
3 votes -
Batch Payment - Ability to 'Bundle' Source Documents with Batch Payment Summary Report
It would be great if there was an option to automatically attach the supplier source invoices to the batch payment summary report.
For example, where an SME has an in-house accounts person raise the batch payment for approval, you would have the option to not just download the batch summary report but include the attached files as well (i.e. the supplier invoices).
Currently you have to down load the batch payment summary and attach the invoices separately. Whilst accounting practices may have document manager packages that can do this for them, SME owners may not and this feature would be…
5 votes -
Sales report - By contact location
It's unfathomable to me that it is not possible to do something as simple as output sales by state or by province or by country or by city. These are discreet fields in Xero and we ought to be able to filter a sales or P&L report to just include sales for some regions or to summarize by state or country. Right now all I can do is export all transactions and run everything through excel, which is not the way this should work. Thanks.
34 votesHi team, while not a fully fledged report you may find Smart Lists within a contact useful at present.
From Contacts you can set up and get a list of customers that meet certain rules that you've set up - such as 'Location' is and setting this to one or more locations your customers are based.
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Xero Accounting app - Ability to view watchlist from mobile dashboard
I would love for the Watched Accounts box from the website dashboard to show up on my phone app dashboard. Sometimes I just need to see a bank balance or expense balance while traveling. Currently have to go to online website to see those watched accounts on my dashboard. Would be super cool to have them on phone app dashboard as well.
16 votes -
Lock dates - Ability to edit reference of an invoice in a locked period
Sales Invoices - Ability to edit a purchase order number on approved/sent invoices when accounts period is locked.
Purpose - ease to amend non financial adjusting information.
20 votes -
Reconciliation - Foreign payment from foreign currency (different)
It would be useful to be able to reconcile a payment from one foreign bank account (eg USD) for another foreign currency.
We tend to have predominately USD customers and a lot of EUR suppliers, so we find that quite often we make a payment to our EUR supplier out of our USD bank account.
When reconciling this in the bank we have to post a payment to a manual clearing account to then be able to post the payment to the EUR Supplier account to clear the invoices.
It would be useful if the feature shown when reconciling (show…
35 votes -
UK Payroll - Add tracking categories to automatic statutory recovery journal
Xero have added an automatic journal which credits salaries with the amount recovered from the government. This is great except we use tracking categories for all transactions in the P&L and the automatic journal leaves it blank. We have to post a manual journal to correct the posting. It would be useful for the automatic journal to include tracking.
4 votes -
Xero Me - Timesheets default start and finish times
Ability for the employee in Xero Me. to be able to create a timesheet template so that they don't have to complete the start, finish and break times for every day every pay period.
41 votesHi community 🙋
Thanks for starting this idea! Did you see last week that our Product Team released an update that helps speed things up on Xero Me Mobile? They’ve enabled the ability to copy previous time entries in start-end timesheets on a per day basis. To do this, enter your time entries as usual for the first day in your timesheet, and then select the “copy from [date]” option when adding a new time entry for a consecutive day.
The team are interested in further exploring improvements in this area, but at this stage there are no firm plans to progress this idea. They’ve got their eyes on the ground though - closely monitoring your ideas, votes and comments. -
Invoicing - Auto send receipt when payment applied to invoice
Allow XERO to automatically send a receipt to a client when an invoice is paid in part or in full.
107 votesThanks for all the feedback and detail on your needs in the idea here. As you'll see from each others comments there are different points at which businesses would want to be automating this process. Not really a one size fits all approach.
As noted in recent comments, we recently made a change for new invoicing flow where (like classic) you can now choose to Send receipt from the payment confirmation that's shown once you apply a payment to an invoice.
At this time we don't have plans for automating this flow however we're still attuned to the idea here and will be sure to share if there are any plans made toward this in the future.
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UK Payroll: Run reports on draft pay runs
To allow the payroll team to run reports to runs checks on the payroll before submitting the payroll. This would avoid sending numerous automatic FPS reports to HMRC.
53 votes -
Contact defaults - Option to default to eInvoicing
would make sense to be able to tick a button for the specific client you know is registered and therefore it is sent an einvoice by default
16 votes -
UK Payroll - Report on employee information
For example, to produce a report showing employee name, job title, start date, current hours and current annual salary for pay award decisions.
59 votes -
Reporting - Balance sheet b/f line for charity accounts where funds span multiple years
Where funds span multiple financial years it would be good to be able to add a brought forward fund balance (balance sheet item) the the P&L fund report (income & expenditure for charities where tracking categories are used for the funds) so that the charity has full visibility of the fund available - last FY brought forward + net amount for this FY = total fund till available
11 votes -
AU Payroll - Report on all pay items created in Payroll Settings
A report showing Pay Items (or any of the Payroll Settings) including all the fields associated with the pay item.
12 votes -
Invoices: Bulk update invoice all lines
It would be extremely helpful to have a 'master' input at the top of each column of a quote / invoice / bill etc so that the master input is then auto-populated under that column heading for all line-items of the quote / invoice / bill.
For instance, my sales code is likely to be the same for each item of a given invoice, and yet I need to input this code as many times as the number of line-items in the invoice - rather than just once. Same for eg tax code and, in my case, I have a…
25 votes -
AU Payroll - Reports - Sort by First OR Surname
I would like the payroll reports to be able to be sorted by first name or last name. I sue them for a number of reporting requirements with third parties and it would make it so much easier if I was able to do this.
54 votes -
Reporting - Bring back ability to highlight text in main report area
A while ago before an update, when working on a set of accounts in Blue Xero, there was an option to 'highlight text' from the main screen of the report, but this was changed to make it so you had to go to 'edit layout' in order to be able to highlight text yellow.
It would be so great if we could have this feature back on the main page as it was so much more user friendly. I would suggest in the area next to the bold/italics/underline/bullet points area which is where it used to be.
3 votes -
Bills - Ability to edit or reinstate voided bills
Reinstate "Voided" bills and invoices
We have had an invoice created accidentally with sensitive payroll info, it was then voided without thinking and now that info is permanently in the xero file - we need to at LEAST be able to edit voided invoices (as you can at any other stage - ie maybe a "reinstate" so we can edit to remove this sensitive data, then re-void??!!16 votes -
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.
6 votes -
AU Payroll - Custom Fields for Payroll Items
Custom Fields for Payroll Items - eg Item is included in Payroll Tax or Workcover remuneration or CoInvest reporting
10 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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