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NZ Payroll | Kiwisaver - Show deduction rate on payslips
A client has asked for the functionality to show the Kiwisaver deduction rate for employees on their payslip?
It would be really helpful for all staff to know what this is, and also check they are on the correct rate?
8 votes -
Credit Note - Add a Credit Note from the "+" menu banner shortcut
Why make credit notes so difficult to create?
39 votes -
User roles - Reports access with no payroll (including accounts)
We want to give access to reporting to one of our managers however we don't want them to be able to view all payroll information. Therefore I am looking for a function that can give access to all of Xero except anything to do with payroll so all nominal codes to do with wages would need to be invisible etc. Journals would another thing that needs to be hidden.
10 votesThis is really useful to know, thanks Josh - Though we don't have immediate plans for change around this, we really appreciate you sharing the detail of how you'd see this permissions working best for you. We'll keep an eye across this one here, and let you know if there are any updates.
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Projects List - View balance owed per project
I'd like to be able to see how much our projects owe on the 'All Projects' page rather than having to click into each project individually.
13 votes -
Expenses: Automatic mileage tracking
Quickbooks has "motion tracking" mileage, meaning the user doesn't have spent time entering their starting and final postcodes, they literally just turn the feature on and it auto records their mileage via GPS. I have clients (using Xero) who are on the road everyday for business purposes and this feature would be so useful for them to save time.
21 votesHi everyone, thank you for feeding back and sharing with us through the idea here. We appreciate why you'd like to see automated mileage tracking developed within Xero expenses.
While our team have a keen eye on the idea and interest in exploring this in the future we want to be open that resources are across other important work atm and there are no plans to develop this, this year.
We'll continue to track the interest and keep you updated of any change for this through the idea, here.
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Contacts - Ability to import credit limits
Ability to import credit limits along with contact information in the normal import template, particularly when converting your accounting system to Xero.
28 votes -
Email templates - Increase limit
We require more than 10 email templates for our organisation, due to running multiple events and each needing a different message to go out with the Sales Invoice in the email body.
Please Xero can you review this, I'm sure it wouldn't be too difficult to change!
7 votesUnderstand the restriction on the current limits and appreciate your detail in how this'd help you, Kira. Is there an ideal # that'd fit for your business?
This isn't something we have immediate plans for atm but good to know when sharing your feedback with product.
For the time being, you'll need to apply a base template and can adjust as needed when sending individual items from Xero.
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Account Transactions report - Filter Description by multiple terms
I need to search Invoice descriptions to find Invoices that have certain quote references.
I've found a workaround for this using an Account Transaction report and filtering on description. However I can't find a way to use an OR operator.
For example I can create a report that finds all quote references with "A0", and I can modify that to display a report that finds all quotes with a reference that contains "L0".
However, I can't find a way to create a single report that contains all quote references with "A0" OR "L0" (or "A0" OR "A1" OR "A2")
8 votesThanks for the detail in your idea here, Paul. I had a bit of a test of this myself and have checked in with our reporting team.
It doesn't quite appear in the modal once the report's run - this is something that we'll look to improve.
However, it's possible to enter multiple terms which will each be searched and return results for (like OR as an operator) - All you need to do is enter a comma(,) and space between each condition.
For example A0, L0 or A0, A1, A2, 🙂
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Find and Recode - Increase range of items to show per page from 200
In Find and Recode allow Advisor only to tick the range of items to show ... 1,000 or 5,000 etc. 200 only is a pain.
2 votes -
Payroll Report - Annual Payroll Summary
A year-end payroll report which lists the employees, and provides total amounts for Gross earnings, PAYE, and all other deductions for the financial year, with company totals at the bottom. Basically it could just be a one-page summary for the year, depending how many employees there are. Most other payroll systems have the report option, and it's very important for end of year wages reconciliations.
38 votes -
Projects - Improved reports & data fields for estimating
When developing a quote via Projects, we can add in an estimated cost and then enter a margin to give an estimated expense. However we cannot then retrospectively see what the original supplier cost is and therefore profit expected. Neither does it offer a field to enter who the supplier is. The Project financial reports have a header to show 'estimated cost' but it does not populate this field. The only time a cost is shown is if it is entered as an actual expense.
Ideally we would want to see estimated costs, the margin added and the supplier during the quoting phase and then link it to a purchase order as well as an invoice once the quote is approved.
When developing a quote via Projects, we can add in an estimated cost and then enter a margin to give an estimated expense. However we cannot then retrospectively see what the original supplier cost is and therefore profit expected. Neither does it offer a field to enter who the supplier is. The Project financial reports have a header to show 'estimated cost' but it does not populate this field. The only time a cost is shown is if it is entered as an actual expense.
Ideally we would want to see estimated costs, the margin added and the supplier…
5 votes -
Reports - Sort archived published reports by end date
Please provide better organization tools to published reports archive such as being able to sort published reports by report end date (cut-off date)!
Sometimes we have to go back and reperform a client's bank reconciliation because they don't always know what they are doing, or new transactions cleared in the subsequent period affect previously published report. It doesn't take long to see the published reports archive get disorganized and hard to find a published report.
1 vote -
Reports - showing receipts (credits), which matches bankings/receipts & can be filtered by date.
Report similar to Approved_sentand_paid which shows receipts (Payments & credit) for a specified week and not including previous part payments in the Payment and credits collum. The report should match our banking / receipts for that specific week including part payments.
1 vote -
Batch Payments - Supplier batch payment without swift code or linked bank account
I would like Xero to remove or make it optional when making batch supplier payment without swift code or linking with bank account as not every company will link their xero with their bank. Current batch payment is not applicable to my company as we do not link our bank account with xero. This compulsory swift code for bank processing is really not user friendly & our company book keeper has to enter supplier payment 1 by 1 for 20 invoice payment.
5 votes -
Gocardless - Reoccurring payments without customer alert
Allow us to select 'reoccurring payment' in a repeating invoice for Gocardless in Xero.
When Xero generates a repeating invoice that is setup for auto collection from Gocardless, it is classed as a new payment each time and sends the Gocardless customer an email everytime.
In Gocardless when subscriptions were done through its own systems, they were classed as reoccurring payments and therefore as per BACS rules, the customer does not need to be informed everytime payment is taken.
We have over 400 monthly payments and growing, we can't keep emailing customers everytime we take their approved monthly payment, it worries them that we are taking it twice etc.
Allow us to select 'reoccurring payment' in a repeating invoice for Gocardless in Xero.
When Xero generates a repeating invoice that is setup for auto collection from Gocardless, it is classed as a new payment each time and sends the Gocardless customer an email everytime.
In Gocardless when subscriptions were done through its own systems, they were classed as reoccurring payments and therefore as per BACS rules, the customer does not need to be informed everytime payment is taken.
We have over 400 monthly payments and growing, we can't keep emailing customers everytime we take their approved monthly payment, it…
6 votes -
AU Payroll - Schedule superannuation payments
Add in ability to forward date when a superannuation payment is processed. I would like to submit the authority when I review the monthly super but have the payment not made until it is actually due, which would be a date in the future that I enter.
5 votes -
Reports: Show net profit or loss on Trial Balance report
Showing profit of Loss on Trial Balance (at both Client XERO Blue and advisor) Reports
At present the trial balance report does not show profit or loss, can or will XERO recode the report in client reports(XERO Blue) and in the advisor templates. This is something I believe all accountants and bookkeepers will welcome the change, as the would improve workflow.
Please refer to trial balance from competitors software (has printed that way for over 30 years)25 votes -
Bank Feeds - Notify when the feed has been updated
Could Xero either provide notifications to users when their bank feed has automatically retrieved their transactions or have a place in Xero where a user can see the time their feed has automatically been updated. This would help those people who receive notifications from their banks when somebody has successfully logged in know that it is from a legitimate source.
2 votes -
Invoices - See the details of invoice/quote without opening/editing
Why you can't see the details of invoice or quote as like in a PDF? You need to open invoice and say edit or something to see what was the items etc. Very frustrating. Would like you to address these 3 issues(previously send the...
1 vote -
Purchase Orders - Import associated files from Unleashed
We use Unleashed (UL) for all of our purchases and sales. The team uploads associated files, proformas, invoices, and receipts directly to the UL PO.
When the PO is completed and 'pushed' to Xero, the associated documents are lost. I then have to login, find them, download from UL, and then upload them into Xero.
Is there anyway that these files can be pulled with the rest of the information?
2 votes
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