- or
No existing idea results
- ~ No ideas found ~
4596 results found
-
Account Transactions - Show details on batch payments in Description column
The bank transaction listing in Xero should have different details displayed for ease of reference.
Batch Payment really doesn't provide enough information. "Payment: multiple items Batch Payment" is pretty vague. It would be better if the Description column showed the Details from the batch payment - refer attached4 votes -
Cash coding - Add Item tab to cash coding
I am unable to go through cash coding as I am often required to apply a transaction to a pre set item, as some clients like more of a break down of what a transaction relates to. It would be good if you had an Item tab on cash coding so you can apply those transactions to an item all at once instead of opening each individual transaction up and entering an item.
3 votes -
Account Transactions Report - Ability to filter Source as 'Payroll Expense Journal'
When reviewing the 'Account Transactions' report in Xero there is an ability to filter by 'Source' type. However, only the 'Select all' option includes Payroll Expense Journals.
Considering I can filter around every other transaction type, I don't see why Payroll Expense Journals can't be added as a source option?
I know exporting to Excel works as a workaround - but considering every other source type is available adding one more shouldn't be difficult?
4 votesHi team, appreciate recent feedback when we recently merged this idea to this one. Understand that there's a bit of a difference in what's being asked between the two ideas, and we've unmerged to continue to track these ideas separately.
Being open there are no current plans to add a filter for Payroll expense journal to Source, however we will continue to get a sense of the interest in this and let you know if any progress is made, here.
-
Dashboard - Ability to change the columns from the standard two to three or four
Dashboard - Ability to change the columns from the standard two to three or four.
This would give me more flexibility to see all the data in one place without having to scroll down to see all our accounts.
31 votes -
Contact creation - Restrict or confirm new contact
Restrict the ability to create a new contact,
or at least do a verification of a new contact by e.g. pop up window "are you sure you want to create a new contact?"And taking it one step further - running a validation check in the current contact list and make suggestions of other current contacts that is closely alligned.
e.g. after entering " H and M stores" a pop up can ask, did you not mean "H&M Stores" that is currently a contact?45 votes -
AU Payroll - Option to add Leave Loading to Rostered Day Off (RDO) leave type
Would like the option to enable auto leave loading to other leave types other than Annual Leave
Currently leave loading is only enabled for Annual Leave. We have casual workers who are accruing RDO (Roster Days Off) per EBA and Award. Every time they take RDO, we have to manually add 25% casual loading on top.
I did think about just embed the 25% into normal rate but that will ruin the overtime calculation. I.e. for double time penalty rate, casuals get x2.25 but if I embed casual loading in normal cost it would be x2.5 (1.25x2).
I understand that Xero made changes to comply with STP and not to make it too complicated to use but we do need more functionality and flexibility to accommodate practical requirement.
Related Xero central support case link below:
https://central.xero.com/s/case?caseId=5003m00001YaKqGAAVWould like the option to enable auto leave loading to other leave types other than Annual Leave
Currently leave loading is only enabled for Annual Leave. We have casual workers who are accruing RDO (Roster Days Off) per EBA and Award. Every time they take RDO, we have to manually add 25% casual loading on top.
I did think about just embed the 25% into normal rate but that will ruin the overtime calculation. I.e. for double time penalty rate, casuals get x2.25 but if I embed casual loading in normal cost it would be x2.5 (1.25x2).
I understand that…
2 votes -
Subscription Payment - Accept DD payment of for bank accounts that have dual signatories
Our club wishes to purchase Xero but Xero have no system in order to accept subscription payments from clubs who have dual signatories on their bank accounts. They only offer direct debit with one bank signatory or debit/credit cards. Neither of which work when you are a club/charity who must have financial accountability to their members/community. I have suggested an automatic payment and supplying them with a direct debit form with both signatories but they have declined both. I find this incredible. Surely there is a solution here? We can't be the only club/charity that has this situation. Are we?
7 votes -
Reporting - Projects billing vs quotes
Ability to link quote and invoice (not billing from the actual quote)
We currently keeping time in Avaza and pulling time through on our invoices in Avaza into Xero. The actual time(our cost) is then shown in the Xero invoice which is changed to the invoice amount. I am trying to get to the ultimate spreadsheet - Quote (budget column) vs Actual cost (time) vs Invoiced amounts (this all has to be shown as the separate line items quoted)In summary:
A report that replicates an excel sheet that we have set up manually at the moment:Column 1
Client name (data pulled from Xero software which is our accounting software)
Client currency that they are billed in (data pulled from Xero)
Project tasks one per row (descriptions pulled from our PROJECT QUOTES cells in Xero)Column 2 > quoted amount per task (data pulled from Xero quotes)
Column 3 > cost per task (time is billed in a project management software called Avaza) - Data would be pulled from there (not sure if we can pull this data into Xero)?
Column 4 > billed/ invoiced per task (pulled from Xero invoices)
Ability to link quote and invoice (not billing from the actual quote)
We currently keeping time in Avaza and pulling time through on our invoices in Avaza into Xero. The actual time(our cost) is then shown in the Xero invoice which is changed to the invoice amount. I am trying to get to the ultimate spreadsheet - Quote (budget column) vs Actual cost (time) vs Invoiced amounts (this all has to be shown as the separate line items quoted)In summary:
A report that replicates an excel sheet that we have set up manually at the moment:Column 1
Client…
1 vote -
Inventory - Filter to exclude inactive items in reports
Is it possible to filter between active and inactive inventory in inventory reports? All my inventory is listed in my reports but I only want to see active inventory.
6 votesIs there a specific inventory report you'd find this most useful in?
Being open we don't have immediate plans for adding this filter into the reports, but it'd be good to get this detail that could be shared back with the team when considered.
-
Reporting - Show Billable Expenses in Account transactions report
When running an account transactions report, the ability to add a column to show line items that are marked as billable expenses or, a filter option to filter for billable expenses.
42 votes -
AU Payroll: Automatically add approved expense claims to pay runs
Currently to reimburse employees for expenses you have to add them manually to each pay run for each employee, it would make sense for expenses that have been added using the expenses function to auto add to payroll each month to reduce work and to allow staff to be reimbursed quicker. this would also make the expenses function more worthwhile for the cost.
This would reduce stress for staff putting on employees as expenses that have been approved will automatically be added and marked as paid.
14 votes -
Xero Expenses - Ability to overwrite VAT amount
When uploading a 20% vat rate expense via the Xero Expense App please allow for the VAT box to be overwritten if required. This is an issue when the Xero rounding is different to that on the receipt, usually by 1p.
Thanks
Andrew11 votes -
UK Payroll - Email payslips before posting pay run.
Allowing the payslips to be emailed before posting to HMRC to check for any errors would be great. We have multiple users involved in the payroll data input and there are usually one or two errors as there are many expenses claims. Being able to do this would make life so much easier for us.
14 votesThanks for your interest and feedback on this idea, everyone. Currently, you can View Payslips from within the draft pay run by clicking into Options > View Payslips.
From here you could download and email the payslips from outside Xero.
Though no plans at present, if anything changes in this space, we’ll update you on this idea.
-
Payroll Audit Trail - Posting of email payslips
Can we have an audit trail, even if similar to invoices/bills, where we can see the who, date & time of the payslips being sent out for a pay calendar?
This helps to know the payslips have been sent out and that there is an audit trail for this.27 votes -
Expenses - Create Expense Claims from bank reconciliation screen
When using debit cards, we get transactions posted into the bank account before a card holder completes their expense claim. Or forgets to!
From the bank account reconciliation screen, I would like to be able to send a transaction into expenses for the card holder to complete then expense claim process. The transaction should appear in their draft expenses.2 votes -
Fixed Assets - Enable account codes to be edited / updated
Currently, apart from rolling back depreciation prior to the first asset being allocated to an Asset Type, it isn't possible to update the accounts code without a lot of hassle.
For example, a general depreciation code may have been assigned to an Asset Type. If you would like to update this to a specific code, e.g. "Depreciation - Plant & Equipment", it is a difficult process with the potential for unintended changes to prior years.
As a result, a common workaround is having to do a journal to reallocate the depreciation amount for each period. However, if you could simply just edit the existing account code to apply for future depreciation postings, the issue would be fixed very simply resolved, and save any need for ongoing journals etc.
Currently, apart from rolling back depreciation prior to the first asset being allocated to an Asset Type, it isn't possible to update the accounts code without a lot of hassle.
For example, a general depreciation code may have been assigned to an Asset Type. If you would like to update this to a specific code, e.g. "Depreciation - Plant & Equipment", it is a difficult process with the potential for unintended changes to prior years.
As a result, a common workaround is having to do a journal to reallocate the depreciation amount for each period. However, if you could simply…
5 votes -
AU Timesheets - Record clock in/out time through shared device
So at present - as mentioned below it doesn't really make any sense to be logging hours for the day in the morning when staff arrives as every day could be different.
I'd really like a central point that staff can log in through - as opposed to using personal phone. it needs to be a clock in and clock out system with automatic break deduction. At the moment we use the Timestation app that the guys clock in and out with a QR code card then i have to run a report each week to manually input into timesheets... it can't be that hard to create something this simple?
So at present - as mentioned below it doesn't really make any sense to be logging hours for the day in the morning when staff arrives as every day could be different.
I'd really like a central point that staff can log in through - as opposed to using personal phone. it needs to be a clock in and clock out system with automatic break deduction. At the moment we use the Timestation app that the guys clock in and out with a QR code card then i have to run a report each week to manually input into timesheets...…
4 votes -
NZ Payroll | Timesheets - Ability to import from csv
Ability to import timesheets to XPM from a csv/excel file
24 votes -
Projects | Notification - Reaching budget alert
A future to alert or notify you when your budget for a project is reaching its limit.
7 votes -
Xero central | My cases - Ability to search previous cases
Being able to search prior support cases via a 'search' function would be very time saving. The process of scrolling through prior cases is very time consuming.
Searching only by Open/Closed cases isn't overly useful.
5 votes
- Don't see your idea?