4331 results found
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Bank Feeds - Automatic feed for Swiss banks
To establish bank feeds for Swiss banks in Xero.
Purpose: To save users time from having to manually import the statements from Swiss banks into Xero.
20 votes -
Bank Rules - Create new Account from a Bank Rule
This feature was included in the old user interface for Bank Rules, and with the new interface that was rolled out, this feature is no longer available. Instead, I'm forced to go to the COA screen to add a new COA code, then refresh my Bank Rules screen to then be able to choose that account. The time this adds, on top of the already manual process to add bank rules, really adds up. I'd love to see this ability again.
6 votes -
Report Pack - Add Uncoded statement lines report
To add 'uncoded statement lines' to the new report packs in Xero.
8 votes -
UK Payroll - Hide leave balance from specific employees
Xero Payroll - It would be useful if you had the option to show holiday entitlement to selected employee's, rather than all or none in the X
1 vote -
Report Templates - Add Top suppliers and Top customers reports
In Xero HQ when we create a New Template for Reports and add reports according to our preference, We are unable to add reports like Top Suppliers and Top customers report in Xero HQ but those reports are available in individual client's organizations.
It would be great if we can add these reports in Xero HQ so it would be easy to generate month end reports from Xero HQ for all the clients.
3 votes -
NZ Payroll: Long Service Leave to accrue each pay run instead of on the employee's anniversary
I would like long service leave to accrue and update the balance each payrun like annual leave does, i.e. leave available to take in advance. rather than waiting for the accrued LSL to be applied on the anniversary date.
2 votes -
NZ Payroll - Allow net pay field to be highlighted in Pay Employees screen
It appears that in the last two weeks (submitted 23/2/2022) Xero rolled out a change to payroll, which possibly has some unforeseen implications.
It used to be that if you were only paying a small number of employees at one time, you could use the summary screen (capture attached) to copy and paste the net pay figure for each employee to your online banking portal to effect the actual payment(rather than exporting to a file, and then importing the file to the online banking which is a little clunky for small number of employees - there doesn't exist the same…
1 voteSounds like you're wanting to copy the employees net pay from the pay run overview screen, but it's taking you into their payslip, Tom?
Instead you could download the payslips report by opening the required pay run, clicking 'View Reports'and selecting Payslips - This'll download a PDF with all the employees payslips included. From this, you can copy and paste each employee's net pays into your online banking. 🙂
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AU Payroll - YTD figures in 'payment details' section on payslip
Payment details section
Add in YTD totals under "Payment details" to help identify total amounts paid into account.
7 votes -
Banking - Increase character limit on bank reference field
Bank feeds from Bendigo Bank, and I presume all other OSKO payments.is being fed into the reference field. It concatenates the description, payee and reference field.
The problem is the field is now too short with new OSKO payment descriptions, so the reference field is often dropped off making some transactions difficult to match. A simple solution is to make this field longer.7 votes -
Xero Accounting app - Invite users in an organisation directly from the Xero App
Enable to invite a user into an organisation via the Xero App interface.
8 votes -
Find & recode - Export or Print
How I can print (find and recode ) or a journal as PDF or Excel?
11 votes -
UK Payroll - Ability to link Salary Sacrifice on the pension filings
When An employee has a salary Sacrifice an option to directly link it.
In my case its for his pension so an option to link it directly to the pension so it appears on the pension filings.9 votes -
Invoice - Show and calculate margins on sales quotes and invoices
Calculating both quotes & invoices, and showing a margin based on unit cost and price, and also setting a price based on a required margin.
Purpose: save time when checking and calculate the costs.
59 votes -
PayPal - Import proportion of VAT with feed
As a retail company with many hundreds of transactions each day it is a massive task to properly account for VAT. All our products are VATable inside the UK but we receive many orders from outside the UK which are non-VATable, or from other EU countries where we must charge a different VAT rate for our IOSS return.
PayPal holds details of the VAT that was collected as part of the transaction, but as Xero imports all these hundreds of transactions from PayPal it currently does not import those VAT details. That means we have to look at our other…
2 votes -
Invoices - Enter cents for an amount without inputting decimal point
It would be good if you did not have to enter the decimal place when entering dollar amounts. Just saves 1 extra key stroke but that adds up to a lot of keystrokes
2 votesThanks for your confirmation, Robert. I've just adjusted the title of the idea.
We don't have any plans for this at present but will track the appetite here.
Atm, when entering Expenses or Bills you may find some of the automation through Hubdoc, emailing bills to your org and the ability to enable receipt analysis within Xero expenses help reduce the need to enter these amounts yourself, too.
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Reporting - Show all tracking categories even if there is no data in the period reports run
Recent changes to the report layouts when comparing categories means that categories without data no-longer show. It would be great for the user to have the ability to choose whether to include/exclude.
This is particularly relevant when reporting is exported to Excel for customised reports that cannot be developed within Xero. The exported data out of Xero needs to have same column headings so that lookups in Excel continue to work.
The recent change has meant that reports we have already developed within Excel that rely on Xero data no-longer work. And is time consuming to add back in columns…2 votesAppreciate the feedback, Julie. This has generally been to help keep the report clean.
There aren't any direct plans for adding non used categories back into view but it'd be good to be able to share if there are any specific reports you're commonly using that you'd find this view useful in.
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Fixed asset - Create from prepayment
There should be an option to enter a prepayment to/from a Contact as such, that is a prepayment. For now, it has to be entered as an invoice. Creating an invoice also creates HST due/credit and it does not follow tax/HST rules because a prepayment is not a sale.
3 votes -
Invoices - Option for 'Tax point' field in invoices
The need to have an occassional tax point date that is different from that of the invoice date has arisen, usually found in the retail sector, and there is not currently an ability to add the field to the sales invoice form. Can there be the ability to have this feature added, albeit a hidden one? Currently the work around is to create an invoice outside of Xero and send that version to the client, causing additional workload. We have been seeing this from vendors for years but the workaround there is entering in the tax point as the invoice…
3 votes -
Reconciliation | Find & Match - Payruns and superannuation payments
The purpose of this development would be to add the wages payable & superannuation payable entries to the Match, Find & Select menu. This would allow you to see the payrun for the week or superannuation processed by the program and match as appropriate.
The purpose of this development would be to allow users to see the payment and the actual information processed in Xero and potentially correct issues (e.g. reduce potential underpayment of superannuation/wages at point of reconciliation instead of months later).
15 votes -
Batch Payment - SSV file type option
I need Xero to have more payment file formats to upload bill payments into the bank. It is such a useful function, but it becomes too much manual intervention to add columns every time you export the file to match your specific bank's needs.
It will be great to be able to upload a template that can pull the needed info, similar to a Sales invoice templates.
3 votes
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