Settings and activity
5 results found
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116 votes
An error occurred while saving the comment An error occurred while saving the comment 
Anne Norman
commented
Why oh why can't Xero have the functionality to create custom reports? Even basic reports require downloading to Excel and data manipulation. For example - Payroll Tax. To create a report to allow calculation of payroll tax is an exercise in frustration with Xero. Other packages allow you to create the report once and then save it as a custom report.
Just another field where Xero has really dropped the ball.Anne Norman
supported this idea
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1,334 votes
Thanks for your continued engagement and valuable feedback on this long-standing idea, everyone. We've been carefully reviewing your comments and want to acknowledge the clear sentiment of frustration regarding the current limitations around managing multiple addresses for contacts, particularly for invoicing and delivery purposes, and that this is a critical feature to many of you.
We want to share an update on our progress here - We're pleased to confirm that the foundational work for handling multiple addresses has been completed within the Contacts area of Xero. This was a crucial first step. Building on this, now that all customers are on the new invoicing experience our product team has moved into the discovery phase for adding multiple addresses directly within invoicing. This means they are actively exploring the best way to implement this functionality to meet your needs effectively.
We appreciate your patience as we work through the complexities…
An error occurred while saving the comment Anne Norman
commented
@Becky Jayne - stick with MYOB ......
Anne Norman
supported this idea
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An error occurred while saving the comment Anne Norman
commented
Greg, I totally agree with you. Regretting moving from Reckon Desktop. Xero has created twice as much work for me, without the basic functionality that even Open Source packages have. We have one customer that may have 100 different site addresses in one year, and Xero is creating a nightmare.
An error occurred while saving the comment Anne Norman
commented
New user to Xero here (2 months) and, from coming from Reckon Accounts, I am less than impressed that this basic functionality is not available. Even open source packages such as GnuCash has the ability of Customer:Job functionality.
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123 votes
Hi everyone, thanks for sharing your thoughts on having a payroll report that calculates payroll state tax. We understand some of you are required to calculate tax across multiple states.
While we don't currently have a report which calculates earnings based on state, some of you have mentioned workarounds such as using the Payroll Activity Summary report. This report includes earnings totals and can be filtered by a date range and employee groups.
We recognise the value a report of this nature could have for our customers and it’s been added to the wider pool of ideas for our product team to consider for future development.
While it’s not on our immediate roadmap, we’ll be sure to keep you looped in if there’s any progress.
An error occurred while saving the comment Anne Norman
commented
@Arlene - as you will discover, Xero "support" is non existent. The idea of introducing features that customers actually needs is a fallacy. They just want things to look pretty, with functionality coming a poor last. Get used to having to use Excel to get any meaningful data ........
An error occurred while saving the comment Anne Norman
commented
So - from Xero "support" .... "As you may be aware, currently, Xero Payroll doesn't calculate payroll tax automatically. It has not been included in our Xero Product and there are currently no plans to include this."
In other words - they want us to look for alternatives
Anne Norman
supported this idea
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An error occurred while saving the comment Anne Norman
commented
Hear hear and hear. I just love having to download payroll data and save in excel every month, and use Crtl+F to find payroll items excluded from payroll tax .... when it was a one click report with Reckon Accounts.
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432 votes
Hi everybody, coming across from the previous forums we know this idea has a lot of interest.
There is a way of using Xero's reports to accomplish what you're asking here and save the format so you can easily access and send this report to your customers outside of Xero.
Running the Aged Receivables detail report you can choose how many ageing periods you'd like to show and set the period to '30 days'. Simply Filter the report by Contact and Update to run.
- Once you've got it set up, save as Custom so you can easily access this format anytime
- If you deal with groups of contacts this also means you could Filter for multiple contacts to combine the view into one report rather than multiple customer statements 🙂
- Export the report to PDF, where you can send to customers from your email system outside of Xero
We appreciate…
An error occurred while saving the comment Anne Norman
commented
@Christopher Moore - I'm hearing you and totally agree with every comment
An error occurred while saving the comment Anne Norman
commented
Just another reason to look at other programs. This is ridiculous.
Anne Norman
supported this idea
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77 votes
Hi community, thanks for continuing to engage, and sharing your needs in adding more layers to your chart of accounts structure.
We know especially for some of our US customers that this can sometimes be a show stopper in using of Xero.
Right now, we do have a product team that have begun exploring the efforts that'd be required to implement a change of this nature - while we can't commit to any development at this point we'll share any progression with you all here. Thanks
An error occurred while saving the comment Anne Norman
commented
Coming from Reckon, I find this very annoying. Open source packages such as GnuCash have this basic functionality, why cant an expensive paid for package? Yes, you can add in things like 433 / 433.1 / 433.2 etc etc, but they are separate accounts, not a parent / child relationship.
Anne Norman
supported this idea
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@Parker adam - you obviously havent been using Xero for long. Critical needs are simply put in the too hard basket by Xeros so-called "support" ........