Settings and activity
21 results found
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34 votes
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Accounts Expertunity Pty Ltd
supported this idea
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107 votes
Hi everyone, we appreciate the support we've received through this idea. Without beating around the bush we don't have any short term plans for enabling the import of spend and receive money transactions. This may be something we look into further down the track so we'll continue to track and review the idea here.
For Xero Partners you could look to use the Conversion toolbox to import bank transactions for your clients.
An error occurred while saving the comment Accounts Expertunity Pty Ltd
commented
We have a Google Sheets cash flow forecast model, but my boss likes to review the business cash flow forecast in Xero using Analytics Plus. This entails me entering a lot of money in/out predictions for items not yet in Xero. It would be great if we could import these instead of having to do them one at a time, alternatively if there could be an option for the forecast to include bills and invoices in Draft or Awaiting Approval status.
Accounts Expertunity Pty Ltd
supported this idea
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14 votesAccounts Expertunity Pty Ltd
supported this idea
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1 vote
Thanks for sharing this suggestion for the Xero Dashboard. We understand that when you're preparing regular reports, having all the key information in one place can be a real time-saver.
We've reviewed your idea to be able to see today's exchange rates directly on the dashboard. We can see how having this information readily available would streamline your weekly reporting process.
Your idea is now open to gain support from other community members. Along with votes, others who work with multiple currencies can now comment to share how this feature would improve their own workflows.🙂
Accounts Expertunity Pty Ltd
shared this idea
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593 votes
Thank you for sharing your thoughts on the possible solution we shared a few months ago. After careful consideration taking all feedback on board, we will not be moving forward with this solution.
We're still considering how we might solve for the issues presented here over the long term and there are other pieces of work the team are currently delving into such as duplicate bills detection that may also help solve some needs here.
That said, we'll move the idea back to Submitted and continue to keep you updated on any progression that can help the needs expressed through the idea here. Thanks
Accounts Expertunity Pty Ltd
supported this idea
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6 votes
An error occurred while saving the comment Accounts Expertunity Pty Ltd
commented
??? I have 2 employees with the same bank account, no problems paying both in the same payrun. The BSB and account number are the same, but the bank account name input is just each employee's name, and this seems to work.
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29 votes
Hello everyone, we appreciate you engaging with us about this topic. To clarify, we acknowledge support in this idea has arisen from a new requirement from the ATO that means large orgs that withhold over $1M annually to submit PAYGW weekly via STP.
While we appreciate why you'd like to automate this flow of information from Payroll to BAS within Xero there are two current options;
- Within Payroll settings you could untick “Reportable as W1 on Activity Statement” so your payroll data is not included in BAS, or
- Manually remove the W1 and W2 figures from your Activity Statement to lodge activity statements for clients that are submitting weekly PAYGW.
This idea is on our product teams radar, however we want to be upfront that at this stage we don't have any plans for developing an automation of these fields.
We'll continue to monitor this idea closely, and share if…
Accounts Expertunity Pty Ltd
supported this idea
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438 votes
An error occurred while saving the comment Accounts Expertunity Pty Ltd
commented
This is critical to any business employing part-timers. I only have a small payroll with just one part-timer, but every time there's a public holiday or annual leave I need to do the calculations manually. I have suggested in a number of forums that Xero consider integrating a 3rd-party solution as Quickbooks did with Keypay, as the current solution is so far behind others on the market that it seems it will never catch up.
Accounts Expertunity Pty Ltd
supported this idea
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45 votes
Thank you for your engagement and sharing through product ideas, everyone. While we appreciate wanting more flexibility and detail in payroll reports, with payroll development quite separated for each region, and to help our product teams best understand the data that would be most useful for our customers we're going to close this idea and recommend starting ideas for the specific fields that would be helpful in reports and why you'd find this useful.
Taking a closer look at ideas for what's been mentioned in this thread we have a couple of ideas users in this idea may want to vote on;
Welcome to come back and share links for other idea you create that others in this idea may want to support. 🙏
Accounts Expertunity Pty Ltd
supported this idea
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18 votes
An error occurred while saving the comment Accounts Expertunity Pty Ltd
commented
Likewise needed by state for payroll tax.
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101 votesAccounts Expertunity Pty Ltd
supported this idea
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38 votes
Hi everyone, while not directly from an employee's record it's possible to view an employees payslip without having to download it. If you select Pay employees from the Payroll menu, choose the required pay run you'll be able to click View Reports where you can choose the 'Payslips' option.
From here you can see the payslips for all employees in that pay period.
We don't have direct plans for adding this capability from within an employee's record atm, but we'll track the interest of this here and let you know if any change is planned.
Accounts Expertunity Pty Ltd
supported this idea
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222 votesAccounts Expertunity Pty Ltd
supported this idea
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An error occurred while saving the comment Accounts Expertunity Pty Ltd
commented
A hassle for me every time there's a public holiday or annual leave. The system assumes part-timers work reduced hours across 5 days, rather than allowing for the actual days worked. Along with all the other limitations of Xero payroll, I would suggest they integrate a 3rd-party solution (as Quickbooks did with Keypay) and spend their very limited development dollars on fixing the multitude of other ****-ups that we've been waiting years for.
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208 votes
Hi community, thanks for your support and engagement on this idea. We acknowledge your desire for enhancements in how you can Budget and forecast reporting within Xero, and being able to mirror custom Profit & Loss report layouts you've created.
While we understand the needs expressed by you here, we want to be open that we don't have immediate plans for developing this tool.
We're continuing to look ahead and assess the base needs of our customers when it comes to budgeting and working in Xero and will keep you updated of any upcoming developments that could support in your needs here. Thanks for your continued feedback and support through Xero Product ideas.
An error occurred while saving the comment Accounts Expertunity Pty Ltd
commented
Absolutely ridiculous that the only budget I can export to Excel is in alphabetical order with the account code in brackets. This format isn't used anywhere else in Xero. Please enable formatting to line up with all other reports. If this can't be sorted out, we should be able to charge back to Xero the time taken to create lookup tables or text-to-column or otherwise extract the account numbers, and then to push it back into the Budget Manager format.
Accounts Expertunity Pty Ltd
supported this idea
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60 votes
Thanks for sharing and engaging with product ideas here. We appreciate the desire to run more reports in Xero in a different currency.
To confirm what is currently available in Xero for multi currency reporting - Right now the aged reports will run in the organisation's base currency. However, for any invoice or bill that has been created in a foreign currency you'll see an icon next to that line in your report which provides notation of the exchange rate details, and these will all be listed at the bottom of the report.
With the Payable and Receivable summary and detail reports you can add an 'Original currency' column along with other foreign exchange details.
It's also possible to add a filter to these reports to only show invoices of a particular status for example Awaiting payment.
I know this doesn't accomplish all that's being asked in this idea and…
An error occurred while saving the comment Accounts Expertunity Pty Ltd
commented
I would like to see the ability to add the foreign currency amount in the Aged Receivables detail report (as a column option). Currently adding this info manually into the Excel version.
Accounts Expertunity Pty Ltd
supported this idea
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9 votes
An error occurred while saving the comment Accounts Expertunity Pty Ltd
commented
I would like to be able to run an ageing report by planned date to assist with our cash flow forecasting. At present I do this by running a custom Payable Invoice Detail report including planned date, dump this to Excel and then create a pivot table.
It would also be good to be able to assign multiple planned dates on a single supplier invoice. Currently we pay our suppliers 50% up front and 50% on completion which requires creating two bills in Xero, each with a separate overall planned date. Effectively doubles the workload.
Accounts Expertunity Pty Ltd
supported this idea
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1,165 votes
We appreciate wanting to see more rapid movement, everyone. Having done a lot of exploration into this area our team have a good handle on the needs to solve this, however we want to be honest that development will be some time away with the team currently focused on improving bills list views and updating add/edit bill pages. For the time being to keep you up to date we're going to move this idea back to Submitted until more active work takes place for this.
I can assure you this idea is the best place to be leaving feedback for this feature, and Xero Product Ideas as a whole is the best place to be sharing where you'd like to see change across Xero products. As a community team we're advocating on your behalf constantly to see where ideas can be worked on, and this site is where our product…
Accounts Expertunity Pty Ltd
supported this idea
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25 votes
We're grateful for your engagement and letting us know the changes that matter to you.
While we don't have immediate plans for adding a file icon indicator to the Contact Activity list we're tracking the interest from our community here and will share if there are any updates planned. Thanks
Accounts Expertunity Pty Ltd
supported this idea
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647 votes
Hi community, we appreciate your continued feedback on having different default email addresses for various transaction types in Xero contacts, and the manual steps involved to ensure you're communicating with the right person for different purposes.
Currently, one way of managing this in Xero would be to include every additional person on a contact record in emails, and then removing those that aren't required when sending each transaction. However we totally get this isn't the ideal solution.
While being able to set different email addresses for differing transaction types is something we want to address longer term, like the idea for multiple addresses work for this feature requires cross-collaboration between teams in order to achieve.
Once the multiple addresses feature is live this is something we'll be able to consider more closely and provide further updates on.
We do regularly review all ideas here, and your input is vital. We'll…
Accounts Expertunity Pty Ltd
supported this idea
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285 votes
Hi community, thank you to everyone who's shared and supported the ability to email credit notes to Xero.
We understand why you'd like to be able to automate the flow and entry of Credit Notes in Xero, however this isn't something we have plans of developing within Xero right now.
As mentioned in my last update it's possible to currently automate entry of Credit Notes in Xero, by publishing these through Hubdoc -You can find steps to connecting Hubdoc to your Xero organisation, or detail on publishing Credit notes, on Xero Central.
If there are any changes put in place for this, we'll let you know.
Accounts Expertunity Pty Ltd
supported this idea
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We use monthly repeating bill, what is the point of allowing the attachment when setting up the bill, but subsequent bills don't carry the attachment. So you need to go into the repeating bill manually every month, find the attachment outside of Xero, and re-attach. Makes Xero sense.