4 results found
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Billing codes and Reports
Have the ability to have separate reports for codes and prices for Billing items that is under Purchases and not lumped in with the Sales codes.
Not enough filter flexibilty within to see only those that you require to look at or amend without getting everything.
Not all purchases for bills are sales items for invoicing
2 votesThanks for clarifying the idea Deb, at this stage its probably best that you raise this as a case with Xero Support so they can go through how Inventory works in Xero and show you more options to run different reports. I think this will be beneficial in this case,
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History
Allow user tracking in all XERO applications including but not limited to: Projects, Files, Payroll, Super, Expenses.. anything that can be done in Xero should be trackable by user.
1 voteHi Ruby, thank you for sharing your feedback about having a user audit history across all Xero features.
To help us accurately gauge community support, we kindly ask that each idea focus on a single request rather than combining multiple features into one post.
For example, while payroll currently has a history feature, it doesn't yet apply to leave or superannuation payments. However, there are already feature requests for those specific areas which we encourage you to support!
If you have ideas for areas that haven't been shared yet, please submit a separate request for each feature so we can keep everyone updated on progress.
You can see the qualities of an idea on Xero Central.
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Enable Xero payroll to include an MTD ITSA category
It would appear that Xero payroll does not include a facility to enter a MTD ITSA category. When running the MTD quarterly report the employee costs do not therefore link.
1 voteThanks for taking the time to raise this with us.
Based on our understanding, payroll costs should be able to appear in the MTD ITSA quarterly report when they’re posted to the relevant account and that account is mapped to the appropriate MTD ITSA report code. These costs should be included in the cumulative quarterly updates rather than being held solely for the Final Declaration.
If you’re having difficulty getting the payroll costs to appear, we recommend raising a case with Xero Support. The Support team can review your organisation’s payroll postings, chart of accounts and report-code mapping to confirm whether everything is configured correctly and advise on the next steps.
Thanks again for sharing this feedback with us.
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Tracking Categories - Make it mandatory to add options
I highly recommend that Xero updates the system to prevent users from saving a tracking category without creating at least one tracking option underneath it first.
Currently, the system allows you to create a category completely empty. However, because it is empty, Xero automatically locks and grays out all filtering options in the Profit and Loss and Tracking Summary reports. This causes severe confusion, as there is no warning explaining why the reports are blocked.
Please modify the setup wizard so that adding a tracking option is a mandatory step. This will stop other users from facing this reporting issue…1 voteThanks for raising this idea Slawomir. We’ve reviewed the behaviour and it doesn’t necessarily block the Profit and Loss or Tracking Summary reports. In some cases, a tracking category with no options may simply result in there being no tracking option available to select in the report.
Because the behaviour can depend on the organisation’s setup, the report being used, the date range, and whether transactions have been assigned to an option, this would be better raised as a support case rather than a product idea. Support can investigate the specific organisation and confirm whether the behaviour is expected or whether there is an issue with the report setup.
Please include the organisation name, the report affected, the date range used, the tracking category and options, and screenshots showing what appears on screen.
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