4731 results found
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Bills - Hold previous selection when returning to list after editing a bill
Tick boxes on the awaiting payment bills screen to remain after editing a bill in Xero.
Before the new update to Xero, it was possible while ticking bills in the (Bills - Awaiting Payment Tab) - for a batch payment, to edit any that might have a slight error. For instance if you had ticked about 100 bills and noticed one had the wrong amount, it used to be possible to edit it, use the back arrow to go back to your Awaiting Payment Tab and all the bills you had previously ticked, were still ticked (or highlighted in blue).…
3 votes -
Profit and Loss (new): Edit/remove the heading dates
The Profit and loss report: Compare tracking are amazing, but still needs the following:
1 - To be able to edit the heading/remove the dates from the heading (as this is all reading showing on the top of the report, and can be very cluttering if every heading is starting with 1 June - 7 June 2022 ....)
2 - in the old P&L: compare reports, the columns/tracking that was not applicable "disappeared", with the new reports, I'm seeing ALL my tracking that is available, and not only the ones applicable, please do the same for the new reports9 votes -
Global Payroll | Dedicated payroll for Southeast Asia
It makes sense to add Payroll. Businesses in Timor Leste have employees like any other businesses in other countries.
1 vote -
Payroll - Recognise and adjust pay rate based on Timesheets
Given that there is already a link between Pay Runs and Timesheets, it would be very helpful if the Pay run could recognise what days have time entered on the timesheet then it would recognise if an employee worked on a Public Holiday and then by default record 1.5 times and add the lieu day to alternative holidays.
This is something that my clients miss regularly as they expect Xero Payroll to do this for them.12 votes -
AU Payroll - Leave and Leave Loading summary reports
I was preparing ACT Leave return and wanted to get the report on annual leave loading payment to the employees. This is required as the annual leave loading is not part of wages definition for the ACT Leave Levy purposes. However, there is no such report available in xero payroll. Infact, it's an earning for an employee and should pop up separately somewhere in the payroll reports eg. as a pay item. I would request the product team to have a look in to this and make it possible to get the annual leave payment, sick leave payment and leave…
1 vote -
Reporting - Opening and Closing balances and movement for multiple contacts
Supplier and customer ledger - to be able to pull a supplier/ customer ledger, instead of pulling reports per contact. This would be ideal if it can be pulled for a certain period, to see all suppliers'/ customers' opening balances, movements and closing balances per supplier/ customer, all on one document.
7 votes -
Bank Reconciliation - Choose which columns to show on the Account Transactions and Bank Statements tabs
The columns visible in Bank Statements and Account Transactions under Bank Accounts are totally different. This makes it almost impossible to search for matching transactions. Can you have default columns that can be selected? Some of the columns are only available when the statement is uploaded and I'm not sure even how useful they are.
6 votesHi Ann, it'd be good to understand more of the detail that you're seeing on each of these screens that is useful to you - Perhaps there's a report we can suggest that gives all that you're after?
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Xero Projects: Input historical invoices and expenses
Xero Project Module
we are currently using Xero Project module.
the duration of each project is around 3 years.I need to have an interface that allows me to input the sales invoices issued, purchases & expenses related to this project in the last 2 Financial years.
I need to track the profitability of this particular project that will be a duration of over 3 years
1 vote -
Sales Invoices - Automatic Invoicing Date options
For when creating an re-occuring invoice, there is occasions, where invoices must be sent at specific times of the month, for example...
- Last Day of the month
- Every 2nd Tuesday
- Last Thursday of the month
The reason behind this, is because some companies who you are invoicing operate specific payment cycles, and in order for a small business to get paid within the terms of their invoice ( Late Payment Act 1998 & your own article on [ https://www.xero.com/uk/guides/invoice-payment-terms/ ] - Payments terms are getting shorter )
More tools we Small businesses have, there better equipped we are in order…
12 votes -
Bank reconciliation | Add a border to 'Discuss' box if there is a suggested match
Put a green border around the discuss box (in the dashboard reconcile tab) if there is a potential matched docket from queries so you don't have to click to the match button for every item to see if the ones you have processed were a match.
3 votes -
AU Payroll - Search by Employee across all of Payroll reports
Search by Employee across all of Payroll reports. We have 110 - 120 staff, currently we have to scroll down to find the right employee, can we have a standards search by employee. ie/ start typing their name and then hit enter
9 votesHi Belinda, to check in on your idea here are you looking for similar to the Pay History report that allows you to search the employee versus drop down and select as you do in the Leave Transactions report?
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Checks - Control Printing Order
I haven't yet been able to determine what order checks print selected bills in, and they seemingly change their sort order if you select them to print again. Is there a way to control the order they print in to come out alphabetically by payee, so that we can more efficiently match them up to the letters they need mailed out with? Or, have a way to select how you want them sorted (i.e. by payee, memo, etc.) on the Pay by Check screen when printing multiple bills?
9 votes -
Sales Overview - Colour Code Listing
Can you colour code each row in the "Sales Overview > Invoices" based on "status" so that paid invoice listings are "green", waiting payment are "orange" and overdue are perhaps "red"? At the moment the "Sent" column is the only colour coded column which shows "green" whether the invoice is just "sent" or "viewed" which doesn't make it easy to know which invoice to chase for payment.
6 votes -
Fixed Asset - Drafts include purchase documents from when transaction is recorded
Would be fantastic if when a fixed asset purchase is recorded and a document is included with the transaction, this document is also recorded in the draft fixed asset window. This would help as reference when moving the asset from draft to registered.
9 votes -
Reconciliation - Remove split option from reconciliation
Xero split - id like to see this removed. It's completely non user friendly and painful. We should be able to process a payment I
Of choice regardless of receipt or payment. Please Xero work on this area. Other accounting package makes it so East
Y. Xero is difficult and I cant see why it needs to be2 votes -
Manual Journals: Backdate repeating manual journals past last financial year
Have the ability to create Manual Repeat Journals for older date ranges (3 years ago). The current restrictions on this should be allowed once a Lock Date is implemented.
Otherwise you get an error like:
The Next Journal Date entered is prior to the start of your previous financial year.This is very fustrating.
3 votes -
Contacts - Save and exit
Contacts. I would like to say the upgraded version of contacts is clunky, and would prefer the older system over this 'new upgraded' system. Having to 'save and exit' before adding all other contact details is adding more steps to an otherwise simple process. Thanks
4 votesHi Vashte, appreciate change can take a little getting used to.
However, we can help you out here! While the Save and exit is always available when adding or editing a contact you can simply click through each section.
The detail you enter between section will hold until you leave the page - So, you can enter in all your details before selecting Save and exit.
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History & Notes - Record and view changes in Tracking Categories and Options
Can we keep a track on changes to Tracking Categories
6 votes -
CIS - Verify Subcontractor without specifying CIS rate
Using the new Contracts form, when verifying a subcontractor, you are now asked to enter the CIS Tax Rate (Gross, 20% or 30%) before you verify the subcontractor.
You cannot save and verify with HMRC unless this field is completed. Without verification, you cannot be certain as to the tax rate.The error could occur where you choose a rate for the purpose of being able to 'save and verify'. If the verification failed and you required to speak to the contact, or in most cases wait for HMRC to add a subcontractor to the CIS scheme which is currently…
7 votes -
UK Payroll - Automatically update Employee salary
If a pay increase is implemented across the board then currently, the only way to amend employees salary amount is to enter each record manually. If you have a large number of employees this is extremely time consuming.
If a salary scale was used and assigned to employee records, it could be uplifted by a percentage and all records would automatically update.
8 votes
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