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  1. It would be great if there was an option to automatically attach the supplier source invoices to the batch payment summary report.

    For example, where an SME has an in-house accounts person raise the batch payment for approval, you would have the option to not just download the batch summary report but include the attached files as well (i.e. the supplier invoices).

    Currently you have to down load the batch payment summary and attach the invoices separately. Whilst accounting practices may have document manager packages that can do this for them, SME owners may not and this feature would be…

    4 votes

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  2. It would be very helpful if there were the ability to set up Reminders in Xero Payroll for certain dates such as birthdays and apprenticeship anniversaries so that you would know to change the employee's Pay Rate accordingly.

    131 votes

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     ·  39 comments  ·  Payroll  ·  Admin →
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  3. UK: We need a facility to upload the staff's holiday entitlement at the start of each new holiday year, in bulk.

    3 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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  4. I want Xero to automatically set contact names when importing transactions from bank feeds, but this doesn't happen on of my several 'bank feeds' where the 'payee name' is blank and the actual payee data appears in the 'description' field instead.

    This means that the option to set the contact name directly from the payee field (when using bank rules) doesn't work and I have to manually enter the contact name for every transaction when reconciling the account transactions. Extremely tedious and labour intensive!

    When I edit section 2 of the bank rule the choices on the picklist are 1.…

    2 votes

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  5. Currently there’s no functionality in Xero to run an IAS without the GST Accounting Method set up.
    Suggest a feature request that allows you to prepare the activity statement regardless of the entity being registered for GST or not.

    2 votes

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  6. Reinstate "Voided" bills and invoices
    We have had an invoice created accidentally with sensitive payroll info, it was then voided without thinking and now that info is permanently in the xero file - we need to at LEAST be able to edit voided invoices (as you can at any other stage - ie maybe a "reinstate" so we can edit to remove this sensitive data, then re-void??!!

    13 votes

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  7. At the moment this isn't an available feature, and HMRCs basic PAYE tools need to be used. It would be good to see this as an option in Xero.

    116 votes

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    52 comments  ·  Payroll  ·  Admin →
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    Hi team, we have an exciting opportunity for a few customers to come meet some of our Xero team who are working hard to improve payroll for you

    You'd get a chance to tell us your honest experience with using Xero for payroll, as well as get a tour of the Xero London office!

    If this sounds like something you'd be interested in and are available on Monday Sept 30, 1:45 - 3:15pm and could come into our Xero London office, share your details in our form here.

    We have a limited number of spots, so sign up as soon as you can.

  8. It's not possible for customers to update their own email address eg if we send an invoice or statement to an old email address and they want to change it. Would be good if customer could update it and we just verify it. Or some kind of automated form they get to speed updating it.

    5 votes

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  9. Leavers can only access payslips 14 days after leave date. 14 days is not enough time as the final pay ay not have been processed at this time. So final payslips then becomes a manual process. If P45's could also be accessed that would be great.

    20 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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  10. Dear Community,

    as we now have the W9 Request Feature with the 1099 Reporting, I would please request the same for the W8 Series for the 1042 Reporting. I know the forms are much more complex, but I experience that clients, even though reminded about the importance of gathering the W8s. Many completely disregard the Withholding requirement w/o the form.

    Please let me know what you think.

    Regards,

    Sebastian

    2 votes

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  11. Even though the above feature in XERO has great potential for add on value services to clients, example, 90 days cash flow projections, I am very surprised that no one asked, why cant we produce a report in PDF or Excel??? Isn't this an essential part of a report?

    71 votes

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  12. Allow a simple 'sort' function to re-order the view of expenses that have been 'done'.

    This should allow order by 'date of spend', by amount; category; etc

    30 votes

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  13. Where funds span multiple financial years it would be good to be able to add a brought forward fund balance (balance sheet item) the the P&L fund report (income & expenditure for charities where tracking categories are used for the funds) so that the charity has full visibility of the fund available - last FY brought forward + net amount for this FY = total fund till available

    8 votes

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  14. Ability to edit a note that you have entered

    5 votes

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  15. Our users email received invoices to Xero and then go into the Drafts Folder to check/process the bill - but if we make their Role 'Draft Invoice Only', they can't see the draft orders that the system created from the emails.

    This means that the users can't use the auto Bill creation process and have to enter them manually.

    3 votes

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  16. Any chance we could get compatibility to upload batch payments to Lloyds Commercial banking online without having to manipulate the batch file outside of Xero before uploading.

    9 votes

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  17. The ability setup repeating spend and receive money transactions would be helpful.

    Thank you

    151 votes

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  18. When an employee is off sick you should be able to open and input the start date and then save, to input the end date when the employee returns to work.

    5 votes

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    1 comment  ·  Payroll  ·  Admin →
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  19. For the new format of the Profit and loss report, only show the tracking categories that actually have a balance. Therefore do not show with nil balance.
    Currently have to adjust the report to remove the relevant columns which is time & $.

    The old version did this automatically!

    69 votes

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  20. Batch payment file to support Barclays.net format as attached.

    8 votes

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