4901 results found
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Search - By Project Name when searching for invoices
Search Job name when searching for invoices
The search function should be consistent across all search. If you can search for job name or part of job name in Search, you should be able to search for job name in Business/Invoices. This brings consistency to the search function.7 votes -
Xero Files - Ability to rename and/or delete file while viewing in inbox
In the files inbox, when I want to rename or delete a file, I cannot do so while looking at the contents of the file. I must close the file and try to find it amongst the dozen or so files sent by a dozen different people, and then rename or delete it. I would like to be able to rename the file while I have it open.
Similarly, I would like to delete files from the inbox while looking at them - I get a LOT of forwarded email threads, and every logo in every footer shows up as…
12 votes -
Multicurrency: Bug - invoices show "outstanding bills" in wrong currency when viewed online
The "Outstanding bills" amount shown when viewing an invoice online is always shown in the Xero base currency, even when the invoice is in a different currency. This is not a good customer experience for international customers.
Specific example: My base currency in Xero is NZD. When I send an invoice to an Australian client the invoice is in AUD. When the client views the invoice online, it has AUD for the invoice amount, but in the blue bar at the top it shows "Outstanding bills" in NZD.
Example screenshot attached.
In Xero we have assigned "Australian Dollar" as the…
2 votes -
AU Payroll - Include commission & bonuses calculation on Schedule 5
Please fix the Schedule 5 PAYG calculation to include YTD commissions and bonuses as well as ordinary earnings. This is causing issues with tax not calculating automatically because the employee's only form of income is from commissions (real estate industry) and they are forced to report it under commissions for STP Phase 2 yet the calculation things they have $0 YTD earnings.
25 votes -
Bank Feed - Direct feed for BPoint (Commonwealth Bank Group)
We would like the option to setup a data feed in our Xero file for BPoint transactions to feed directly into Xero (like we have a data feed for our CBA business account). Currently these transactions come in through the CBA business account with no detail other than that they are a BPoint payment, whereas if we had the BPoint data feed setup we could receive all of this information (client name, invoice number, amount etc) to reconcile automatically.
7 votesHi everyone, thanks for your votes on the idea for a direct bank feed for BPoint. We're keeping this idea open to continue gathering support from the community.
At present, the level of transaction detail that appears in your main Commonwealth Bank (CBA) feed is determined by the bank. If you'd like to see more detailed BPoint information within your standard bank feed, we recommend passing this feedback on to CBA directly to see if they can make changes to the data they send.
You also may wish to explore the option of manually importing your BPoint transactions as a potential workaround to capture the details you need. If you can export this transaction data from BPoint directly, you can then import the file directly into Xero to reconcile.
We will continue to keep an eye on the interest for this idea.
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UK Payroll - Calculate attachment of earnings deductions
Please can the ability to calculate attachment of earnings deductions be built into the payroll module?
48 votes -
AU Payroll - Show employee's last pay period figures in current draft pay run
Ability to show or report the variances/differences between the draft payrun and the prior period payrun.
This would save a huge amount of time going through each payslip to ensure the usual pay is being processed and nothing has been accidentally added or missed.
Especially when you have a large number of employees.3 votesHi team, while it's not possible to view the previous pay periods figures for comparison in the current pay period, you could open the previous pay period overview in a separate browser window. Meaning you can compare the two pay runs without having to go back and forth between them.
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UK Payroll - Smart Pension Integration
Integration between Xero Payroll and Smart Pension would be great!
39 votes -
Top Customers Report - Ability to show chart in Net figures
To be able to run Top Customers report showing the net figures and not just gross.
12 votesAaah thanks for the clarification, Vicky and Alex. You could use the Management report to add the Top Customers report. Appreciate that the chart itself displays for Gross figures right now. We'll continue gathering interest for this here.
In regards to the sort order of the report - By default contacts will be sorted by the Gross column, however you can add a Net column and re-sort by clicking on any column header. 🙂
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AU Payroll - Filter superannuation payments screen
Multi select or more filter options when processing superannuation payments. This would expediate processing super payments for large employers. For example, you should be able to filter the super payment to show only last month super and select all and submit for payment. At the moment, if we want to process the previous month's super, we have to manually unselect each employee super that relates to the next month or quarter that we aren't required to pay yet.
12 votes -
NZ Payroll - Update Days Paid in draft pay run to reflect timesheet hours
"Days paid" on timesheet defaults to number of days loaded in "Salary & Wages".
It needs to be overridden to actual days worked for the week when a timesheet is approved. Many staff work more or less days than the average and changing each one manually is incredibly cumbersome and has a huge margin for error3 votes -
AU Payroll - Assign an employee to more than one pay calendar
Ability to switch between payroll calendars for an employee with multiple roles eg Jane is on the weekly payroll for her role as studio manager. She is also paid monthly super only for her roles as a sub-contractor yoga teacher.
So far we have managed this by posting Jane's weekly pay, and then switching the payroll calender to process the super and then switching it back again. The problem is that if Jane is already in a draft weekly payrun the calendar can't be switched until the draft payrun is processed. This makes the process fiddly.
6 votes -
Projects - Add Invoice Paid Column to Project Summary Report
We've started using Projects and I've created a test project, sales and purchase invoice and have marked the sales invoice as paid.
However the project summary report doesn't show that the client/sales invoice has been paid and this is so important for us to be able to plan our payment run for the direct costs relating to that client/project.
Can this field be added to the report?
3 votes -
Recent Bills report - Reinstate "View recent bills report"
The "View recent bills report" functionality on a Contact page has changed since the new reporting was deployed this week. Previously, if you clicked on the link you would see a nice list of all approved bills for that vendor whether paid or not. This functionality has now changed and is effectively useless. Yes, you can get the same info by going into Business/bills to pay but that it is more clunky. Thank you.
2 votes -
AU Payroll - Payroll Activity report to show leave entitlements in draft pay runs
Before posting a payroll, when you run the "Payroll Activity" report, include the leave entitlements about to be posted not just the pay items.
So when you download a report to do a final check before posting payroll you can check ALL payroll activity not just half of it !
2 votesHi Kristen, appreciate you sharing in product ideas here. While this isn't something we have plans for I wanted to confirm you can currently check leave accruals by clicking on the employee's payslip prior to posting the pay run.
Once the pay run's posted, before it's filed, you could run the report and find any issues, and revert it back to draft to make changes if necessary.
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Account Transactions report - Show all related accounts for split transactions
In the Accounts Transactions Report - Show all related accounts to include ALL split transactions regardless of how many there are.
The current Report only display the first few, (please see upload) current format is not fit for purpose. Please under show related accounts, include split transactions not just the first few.2 votes -
Bank Reconciliation Report - Show how a statement line was deleted
The current Statement Exceptions report in the Bank Reconciliation report pack doesn't differentiate between statement lines that were deleted individually and statement lines that were deleted as part of removed an entire statement. Both are listed as Deleted (Manually).
It would be helpful if the report marked these types of deletions differently since only individually deleted statement lines still appear on the Bank statements tab/can be restored.
1 vote -
Allow the Why entry from reconciliations to be displayed in reports
When I reconcile a transaction in my bank account I can enter a "Why". I.e. Gas for Youth Hostel. So when I have multiple transactions to the same customer, under the same Chart of Account I can differentiate them.
However, this data entry can not be pulled into a report. This is really hampering my ability to differentiate my transactions.
5 votesHi Stephen, is there a specific report you've been running to try include this data?
When creating a transaction during bank rec, the 'why' is saved as the description of the transaction. You should be able to run the Account Transactions report to view this detail in the Account you've coded payment too. Let me know how you get on. 🙂
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Batch payment - Link to source bill
When making a batch payment, it's always a pain to have to exit to get the missing bank details.
I'd love there to be a link to the bill to check the bank details on the document. Adding that extra layer of protection as well for those who want to make sure the bills bank details actually match back to the payments.
6 votesIt sounds like the suppliers payment details maybe held somewhere on the original bill that's been entered, Laura - Is this correct?
Is this detail that would commonly change for a supplier you work with? Generally when creating a batch this information is pulled from the contacts record.
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Quotes: Include Stripe PayNow button on quotes
With PayNow, we want the customer to use our stripe and pay on the quote. The idea behind this is that customer pays and then we send the product and issue the invoice. If we issue the invoice and then customer changes mind and doesn't pay, it will be a problem and we need to delete the invoice. So, adding Pay Now to the quote will solve this problem.
8 votes
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