4328 results found
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US Xero Payroll - Ability to delete or apply credits to 'old' bills to pay
I have multiple 2018 bills to pay generated from the US Xero Payroll feature that I can not delete nor apply credit memos to. Those were always "locked" bills. I've been trying to void or zero out these bills for years and apparently, there is no way to actually do this. I've spent hours with customer support to no avail. Please put something in place to allow users/me to accomplish this task. My AP bills are messy and my cash basis balance sheet is messy. Journal entries are not a solution as the bills will never go away using this…
4 votes -
Bank reconciliation - Automated Reconciliation Using Client Account Number
Xero should automatically recognise a Xero client account number in any bank transfer and allocate those funds to existing invoices in that client's account. This should either just occur automatically when a client payment matches the total on their statement, or alternatively, any payment should simply be allocated to the client's oldest invoices.
Currently, when customers pay us for invoices that we have sent them, we search for their name in the “Match” function during the bank feed reconciliation. We then select the invoice(s) that match each payment and reconcile these.
There are two major problems with this workflow:
We…
5 votes -
Reporting - Report on number of hours billed
We are wanting a report to show the labour hours billed for a given period also the average hourly rate billed for the same period.
1 vote -
AU Payroll - Resubmit bounced automatic superannuation payments
Currently, when super payments bounce, Xero sends us an email letting us know that a payment to a particular super fund from a particular payment batch has failed. Once we've identified whose it was, and got the updated details, we then have to contact Xero to get a re-processing authorised.
All of this takes time, during which the Directors of my clients may become liable for late super payments. I'd like a button to click to speed up at least the contacting Xero for re-processing bit - preferably as part of the process identify the refund received and connect the…
15 votes -
AU Payroll - History of leave requests
REQUESTING LEAVE
Firstly, when an employee is submitting a leave application, they are unable to adjust the number of hours they are taking when submitting this leave when the leave period is for more than one day. This is problematic for part-time employees that may work different hours on different days of their working week.
RECORD/HISTORY OF LEAVE REQUESTS
Also, employees used to be able to see the number of hours taken but this is no longer the case - why is this?
LEAVE APPROVER ACCESS
And finally, my client has multiple entities that use Xero for payroll processing however…39 votesHi everyone, appreciate we haven't engaged directly in this idea sooner and reading through the detail of the original post here we do want to break this down a little to provide more clarity.
It's correct that currently it's not possible to enter a number of hours leave if the request spans more than a day. We have another idea that's gathering support around this and we'd urge those interested in this to join.
Similarly, we have another idea based around the permission to approve or decline leave request and provide read-only access to Payroll reports that you can support, here.
Understanding the importance around being able to see history of events in payroll, you may have noticed we've rolled out payroll history to the employee record-level and most recently you can now see a history of user activity in the Organisation, Calendars, Pay Items, Superannuation & STP Settings…
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Invoicing - Ability to copy multiple invoices without merging
A great new function in xero would be to copy several invoices to another client without merging them together. So that direct debits can be taken of varying amounts each month.
2 votes -
Sales Invoices / Bills - Show applied credit in 'Paid' column
Sales & Purchases Overview Screens
For invoices which have been (part) cleared by an overpayment or by a credit note Please show a value in the paid column - Never Nil6 votes -
Reports | Statement of Cashflows - add budget column
Can we please add a budget column to the statement of cash flows report. I find this report (once customised to reveal all account codes) very useful for showcasing cash received vs spend on taxes, assets, liabilities and business expenses. To be able to set a budget in the budget manager for cash flow will save hours preparing manual cash flow forecasts outside of xero.
27 votes -
Bank Rule - Set Contact Only
Set a bank rule that only autofills the contact name - Often the same contact is used for sales or purchases to different accounts. Currently bank rules force you to choose an account. I'd like to set the contact automatically with the bank rule, then choose the account during reconciliation. Saves me typing the contact each time.
ALTERNATIVELY - I saw and voted for another idea that there could be a drop-down list of possible applicable rules, then I could write 2+ rules for the same contact and matching criteria, and choose the appropriate rule. This would be even faster,…1 vote -
Customer Support - More direct way to get help
The contact details / help required for Xero NOT our contact details should be on the first page. It should not be up to us the client to have to read through various lists of things. We should have the ability to immediately send an e-mail or in some circumstances be able to speak with a human being straight away.
A lot of times a two minute phone call will sort something out that takes several e-mails back and forth and this means a lot of wasted time.6 votes -
Sales invoices | Import - Option to create based on Customer Account number
Customer Name / Customer Account number - To import invoices the main criteria for the import file is the customer's name. We work with properties where the owner details change on a regular basis and we use the account number (which is also the erf number) to process invoices. Can a it be changed to give users the option to either use the account number or name as the main criteria for the import file instead of just using the account name.
10 votes -
Projects - Filter Report by Manager
Be able to filter the project reports by project manager - ie who you have assigned it to
10 votes -
Contacts - Select categories of emails to receive
In the settings for Included in emails be able to specify which emails. For instance you have two people who receive and approve quotes. You don't want to send quotes to the account that processes invoices. The account that processes invoices only wants invoices and the people who approved the quotes don't necessarily want to be copied in on the invoices.
I imagine this would be a tick bock for Quote, Invoice, Credit, Purchase order, Bill, next to each include in setting.2 votes -
Bank Reconciliation - Add filter to show Deleted status
Issue - Bank Transactions Auto Deleted by Xero System
Hi Xero, i would like to suggest, please add 'Deleted' status in filter function. Because recently i just imported approximately 10,000 transactions into xero and it stated there 150 are duplicates and auto deleted by xero system, which is not duplicates actually. To find one-by-one, page-per-page really become troublesome for us in Statement Lines section and require lots of time. Also i have tried to open the one i just imported in Statements section, it keeps showing error code 500.
Therefore, the other workaround would probably to find deleted transactions using…
3 votes -
Report templates - Support General Purpose Financial Report (GPFR) templates
Financial Statements-General Purpose Financial Statements template published will be much appreciated so the accountants have more options
29 votes -
Find and Recode - Search by Date Last Edited
Find and recode should be able to search a date range by who has recently edited transactions within that date range (I.e User 1 edited 3 transactions between 1/7/22 - 30/6/23 on the following dates).
I work on a file where several people attend to different parts of the bookkeeping process, so being able to see who has edited what transactions within a certain date range would be hugely helpful.
1 vote -
Spend Money - Add multiple lines
Would be good to have in Spend Money option to insert multiple lines like in Bills & Invoices
4 votes -
Chart of accounts | Add Opening & Closing Stock to default COA
The chart of accounts should really have opening stock, closing stock and dividends as these are items that are usually needed, or perhaps some codes should be blank and we can amend them to our clients needs. The Chart of accounts are currently very basic and when adding a new code it should give you the available codes under each section i.e. for direct costs give an indication of which 300 code is available and where it should be rather than us having to guess.
3 votes -
Contacts - Add fields for Primary/Secondary/Other contacts
PRIMARY & SECONDARY/OTHER CONTACTS
Thanks Grace - it would be great rather than editing and reentering information if there was a field titled "Primary Contact" and Secondary Contact for eg where we could just update that field using a drop-down box as opposed to re-entering customer information. It would definitely save a lot of time. Maybe something to add in the future?
PROCESS
I wanted to confirm that if I follow your instructions where I have 2 parties for eg Primary Contact = Grace Wife and other contact = Tom = Grace's Husband. If I wanted to make Tom =…3 votes -
Reporting - Tick box to hide account codes when publishing
There is no functionality in Xero to 'Hide account codes on all pages' as we have "Hide decimals on all pages'.
Can we have this functionality - at present we need to check each page before publishing to ensure that there are no account codes showing.
3 votes
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