90 results found
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AU Payroll Employee Summary Report - Heading Layout
Please fix the layout of the headings in the new reports - Reimbursements shows over two lines when you print the report to pdf, which looks absolutely ridiculous!
3 votesAppreciate the feedback, Emily. Can see what you mean with the report heading and I shared this back with the team. Today we've just released a change to the Payroll Employee Summary report so 'Reimbursement' has now been shortened to 'Reimb' 😊 so this will all fit in the one line now.
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Job Manager - Bulk Job Staff Allocation for New Employees
Since the creation of the new Job Manager, we are now unable to bulk add new staff members to staff allocations within a job.
You can bulk add the jobs, but then you need to manually do the job allocations for each job
When you have a new staff member and you want to assign them to 300 jobs, it would make it easier if we could do this in bulk rather than on a job by job basis.
3 votesHi team, sorry we haven't updated you all on this idea sooner. This is possible 😊 - From Job Manager you can select multiple jobs and then click the Bulk actions > Staff option to bulk allocate your staff to jobs.
We appreciate your support on the idea here, thanks!
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Xero Super - "mark as paid" contributions which have gone to SGC Charge Statement
This would reduce the number of duplicated payments - where clients pay the ATO under a Super Charge Statement, then pay again through Xero super once staff fund details become available.
3 votesHey Felicity👋 thanks for your interest. If you’ve paid superannuation accruals outside of auto super, you can mark the contributions as paid in Xero to keep your records up to date.
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Reconcile multiple bank lines to single item
We can use a single incoming bank item for multiple invoices or expenses, but I've noticed the converse isn't true.
I had an issue at an eatery where the staff didn't get my food order until everything was paid. So one line came in for drinks and another for food. I filed the entire trip under one expense item.
When it came through Xero, the reconciliation didn't enjoy that I was trying to attribute two items to a single expense.
3 votesThanks for the feedback here, We're going to shift this idea to delivered. As mentioned in my last update - you can record the expense as a bill in Xero, which enables you to apply multiple payments when reconciling. While you can only reconcile one statement line at a time, you can reconcile more than one statement line to a single bill or invoice.
It's worth noting spend money is treated as a direct payment, so you can only match this on a one-one basis and you would need to enter one spend money transactions for each portion of the payment.
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Xero Tax - Feature to store clients' filing credentials
Is it possible to store the filing credentials for companies in Xero Tax.
3 votesHi everyone, as mentioned in my last update we made the tool used in personal tax available in Xero HQ Tax menu.
And, I'm pleased to confirm you’re now able to use your stored Government Gateway IDs when filing corporation tax returns, to help save you time submitting for each client. Thanks for your engagement and sharing with us through the idea here.
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Reports - Add Spend /Receive Money report
If I had a spend / receive money report I could just review it against my AR and AP reports.
3 votesHi team, returning to the idea here I wanted to highlight a few reports that could provide the view you're after.
Depending on your needs a Contact cash activity report could be useful. Alternatively, you could run the General Ledger Detail report and add a Filter for Source to only select Spend and Receive money and see these transactions for all contacts posted in the period.
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Reports - Add FX rates to reports
FX rates to be added back to new reports like they used to be in the old reports. Otherwise how do we know what exchange rate is used for conversion at any given time?
Thanks
3 votesHi everyone, along with earlier reports I mentioned, our team have now expanded disclosures for foreign currency to the following reports;
- Receivable Invoice Detail/Summary (And all common formats)
- Payable Invoice Detail/Summary (and all common formats)
- Contact Transactions Summary
- Supplier Bill Activity
- Customer Invoice Activity
- Bank Reconciliation Summary
- Executive Summary
With this release we'll shift this across to delivered. If there's another report you'd really like to see this on, do start a new idea and we can begin to get a sense of the interest for that as well. Thanks!
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Reports - General Ledger: add opening balance and closing balance columns
New General Ledger Summary Report - please bring back opening and closing column balances for this report.
3 votesHey community, 👋 coming back across your idea here you can actually already do this. With the General Ledger report you can add opening and closing balance columns by clicking the More button, where you'll find this as an option. Just click Update to re run the report. 😊
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XPM | Job Manager - Update dates on Jobs in 'All Jobs' area
I want to be able to update start and end dates on jobs easily in the all jobs screen. Would help a heap with annual accounts planning
3 votesHi all, our teams have been working on the development of the Job Manager table and have released the option to update the date on the jobs from the ‘All jobs’ screen. Thanks for sharing this feedback with us, here!
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NZ Tax - Show Checksum# on front screen of returns
It would be great if the checksum # showed on the front screen of tax returns. When signed returns come back from clients out tax administrator must check this number matches before marking as signed. Currently they need to print and view to check. It would be so much quicker if this number showed on the front screen of the tax return somewhere.
3 votesHi all, thank you for your engagement with this idea. As part of our latest update, you will now see that the version number is displayed on the front of the tax return.
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Job Manager - Manager name
I would like to see the Job Manager in the Home page of the jobs workflow. At the moment you can only Filter by Manager, however I want to see the status of all of my jobs with the manager in a column out to the side.
3 votesSincerely sorry we haven't updated this idea again sooner! I can confirm you can now see who's managing work or assigned to a job at a glance.
The All Jobs tab in the Practice Manager Job Manager now includes staff, partner and manager columns and you can choose multiple people in each filter. Customise the view for only the columns you'd like to see 😊
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AU Payroll: Show start and end times when approving timesheets
Start and end times being able to be seen when time sheets are approved for payroll.
3 votesHey community, just a quick update to close out this idea 🎉
Towards the end of last year, we rolled out some improvements to the desktop timesheets experience. Now, if an employee submits a timesheet with start and end times, those times will be visible the Payroll Admin or Timesheet approver.
I've included a screenshot as an example, thanks to everyone that added their vote to this idea 🙏🏻
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Account Receivables Statement of Accounts Balance Column
Account Receivables Statement of Accounts Balance Column
I urge Xero to consider to amend the Balance Column in the account receivable statement of accounts, Balance should show the accumulation figure or total figure and not repeating the invoice figure again.
I am referring to the SOA under the option of Outstanding. Please share your view. Thanks.3 votesHi community, returning to the idea as noted in my last response you can use the Customer Outstanding Statement
To explain the Balance shown will depend on the date which the statement's being run relative to the date of the payment applied to your invoices - If the payment dates are for future dates of what the statements being run the balance reflected will be the balance of the invoice as at the statement date.
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Xero HQ | Clients - Sort by Trading/Legal Name & Unreconciled items
On the Xero HQ list, only certain columns have a Sort facility, it would help if
- Sort by Trading Name
- Sort by Unreconciled Transactions3 votesHi there, our product team recently released some improvements to the client list! You can now sort the client list using all the columns - including Trading/Legal name 🙌
You can merge or add clients to groups from the list page, and choose how many clients you would like to view per page.
There's a separate idea for the Ability to sort clients by "Unreconciled Items" which you can add your vote to if that's still something you'd like to see.
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Xero HQ: Export more than 1000 clients
Currently when you export your Xero HQ client list it is limited to 1,000 rows. This makes the feature redundant for larger practices that have more than 1,000 clients. Please can this restriction be removed?
3 votesHey Alana, just wanted to pop in here to confirm that this is possible! The product team made some changes that enable more than 1,000 clients to be exported. I'll switch this idea over to Delivered 👍
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UK Tax | UK accounts and tax returns for clients that do not use Xero.
New feature that enables accountants in the UK to prepare accounts and tax returns for clients that do not use Xero.
2 votesHi community, we have Personal Tax within Xero Tax in the UK that enables Partners to prepare clients’ Self Assessment tax returns and file them with HMRC directly from Xero Tax. It doesn't require a Xero subscription so as the Partner you could add your clients that aren't already using Xero and will be able to process their Personal tax forms for them through Xero Tax.
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Xero - Aged Receivables Analysis Report (30 Days instead of < 1 Month)
Option to show AR Summary or Detailed Report with "30 Days" instead of "< 1 Month" shown and likewise for other columns, such as "60 Days" instead of "1 Month".
2 votesHi Kyle, you can do this by editing the Ageing periods of the report 😊. For example you could change this to # periods of '30' and drop down to select Day instead of month.
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AU Payroll Employee Summary - Filter by Employee Groups
Employee Group is an option inside normal Xero for Personnel Officer to filter and generate different reports to support their lives and legal requirements.
Xero has this option, and removed this function without a follow up. This is not make sense.
I found this problem was listed since March 2024 and still do not have a solution.Recently I raise a case support and checking with Payroll Specialist and got a reply that Xero has a bug and require the user to contact the Product Team and raise an idea here to see any chance to get an improvement, or…
2 votesSorry for the back and forth, Rossetti. To confirm for all - While it's not possible to select certain individual employees, you can use the Payroll Activity Details report to view a total hours for an employee group.
If the employees are all part of the same group in payroll, you'll be able to run the report for that employee group for the required date range. While we don't currently have any plans right now for developing the ability to select multiple employees from the list, we hope the employee group option can accommodate your needs.
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bank rec
Would be helpful if it showed a running total for the bank on the bank rec just to check the bank is correct
2 votesHi team, as mentioned in my last update there are already means to view your balances when reconciling.
Currently from the Reconcile screen of a bank account there is the Balance in Xero shown at the top that updates as you reconcile.
Account Transactions will also show the running balance of the accounts selected.
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Advisor Reports (financials) - hide empty notes in report templates
You heartily pat yourself on the back for a job well done in the latest blog post re: product updates, while missing the point completely.
Cool, you now hide empty notes in the financials automatically, but you DON'T recast the numbering of the notes, so I still have to go through and click '...' -> 'Hide' anyway.
Looking at the Balance Sheet before doing this the numbering goes:
- 2
- 3
- 5
- 15Not very professional now, is it.
2 votesThanks for feeding back on this with us here, Paul. We appreciate that you'd like Xero to auto renumber notes on screen where they are automatically hidden in report templates. While there is a bit of complexity in being able to do this, our team have ensured Xero will automatically renumber notes on any published or exported documents, keeping your reports consistent and professional.
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