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  1. As default, can you please turn off the check box "Show journal on cash basis reports"
    For users that rely on the 'Cash Summary' report, non-cash journals create significant difficulty getting a true read on the cash position of the business, a key requirement for this report. Thanks

    37 votes

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  2. Import complete payroll information including earnings, deductions, and overtime etc from an Excel/CSV file

    2 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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  3. Please can Xero add an Employee 'Known As' Name Field to the Employee Record, and show this alongside the legal name, on the Employees Homepage (& when running payroll) with the ability to sort alphabetically by this 'known as' name in both places.
    Nearly half of our employees go by names that are not their legal name. e.g. Annie = Kit Yee, Kate = Catherine, or go by their middle name instead of their first name.

    This issue is making running payroll ever more difficult and the potential for error incredibly high, as often the legal name bears no resemblance…

    9 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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  4. Could the Accounts Watchlist feature have an option to have user specific watchlists? The accounts I want to pay close attention to as Head of Finance is different to what the Finance Assistant wants to see. Not all accounts are organisation wide specific.

    3 votes

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  5. Please reconsider integrating Venmo, the paypal “hack” isn’t working for me! I’m sure a lot of users rely on Venmo as a form of payment, this would be really useful! Thanks for considering!

    3 votes

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  6. You should allow current subscription holders the ability to create reports on all of their data. At the moment if you stop employee staff and therefore downgrade your subscription, XERO removes all payroll reports. So when you need to print a report you cannot without changing your subscription to include payroll again, even they you don't need to pay employees. It costs you a 30 day subscription to print one report. This is a big fault and something I can do in MYOB. Please fix this madness.

    9 votes

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  7. Adding a new customer on the fly.
    The drop down for adding a new customer at invoice does not have any fields for adding the customer the contact. Why

    8 votes

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  8. Hi, I would like to be able to complete quotes correctly please. So for example, QU-6767 was accepted by the customer. The customer later decided that only one line of the quote was required, which was invoiced. I would now like to mark the remaining part of the quote as declined.

    It would therefore be helpful to have more options for the quotes system, to be able to mark the quote as partially invoiced and the remaining as declined, even after the quote has been accepted.

    I create monthly reports of accepted, declined and invoiced quotes. It would be helpful…

    4 votes

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  9. Hi Xero. I can log into Xero on my phone using facial recognition, but it's not available on my desktop, why is that? Should be easy to do, right? Current MFA whilst necessary is cumbersome, facial ID is simple and safe.

    1 vote

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    Great to hear that you find the Face ID authentication on your app useful, David. This may be something we bring to the desktop over time but isn't in the plans just yet. We'll feel out the interest for this from the idea here and I'll keep you updated of there's any news to share.

  10. Currently trying to use the new invoicing, but I'll start typing a contact name then tab across before seeing the contact pop up, since I use this contact daily. Under the old invoicing, it would just find the contact once I hit tab. Under the new invoicing, a new contact is created. And since the invoice is saved immediately, this new contact is also saved, so once I finish with the invoice, I then need to go and archive the contact that was created.
    Can we change the defaults or something to fix this?
    It does the same thing with…

    11 votes

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    Hi community, appreciate your feedback. Currently our team are working on some improvements to the To field in new invoicing and the contacts card that appears when selecting a contact. We understand some of our customers make use of the keyboard much more than the mouse and in reviewing the flow when using Tab the team will be making a change to make selection of a contact and movement to the date field smoother. I'll come back to confirm the detail of the change when this is released.

  11. Once a Purchase Order is created it would be great if there was a feature to allow you to mark the PO as delivered. Currently there is no way to see what ones are complete and what ones are still outstanding. This may need to be extended to allow individual line items on a PO to be able to be marked as delivered.

    4 votes

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  12. When an employee has a postponed autoenrollment the pension doesn't prompt or show up until just before the payment run has been posted. Making any prior payroll reports and payslips incorrect as the pension then tags on at the end. So reports then need to be reprinted and balanced again.

    Can the prompt no show up at the start of the pay run? This will then save any duplicated reports and potential incorrect payments.

    Also the pension filing report viewable before the RTI posting.

    Alternatively, enter the postponement date when posting the pay run in which the employee becomes eligible…

    5 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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  13. It would be great to have the ability that Xero gives you a warning when an item line in Invoicing has a $0.00 in the unit price before been approved.
    We have had clients that missed completing the price and then the Invoices are sent out.
    It would be handy if they got a reminder that this is $0.
    Thank you

    2 votes

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    Thanks for sharing your idea with us, Gordon. As there are also legitimate scenarios where some customers may send 0.00 invoices adding an extra warning could also become frustrating.

    This is something we may consider as an optional control longer term but want to be upfront that we don't have any plans of right now. For now we'll get a sense of the interest in this from your idea here.

  14. It would save numerous steps if:

    When a new account is created from within a transaction (for instance spend money or journal entry) the option to add a reporting name was available, instead of having to update later through the chart of chart of accounts.

    When creating a new account, through the chart of accounts or elsewhere, that the Report Code mapping category could be allocated at the same time.

    3 votes

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  15. The repsonse to my support case was to be told to post the bug here... seems a weird request, but sure...
    "The best way to get our product team to consider this would be to create a new product Idea on this, which is submitted to our product team who then go ahead and make changed based in priority."

    The santander batch file does not follow the santander format. In the past Santander used to accept the file anyway but they have now started rejecting it.

    Bills > Make Payment > Pay from (santander), Method = Create Payment File
    Batch…

    6 votes

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  16. It would help if the expected settlement dates for invoices (and bills) were based on past history rather than due dates

    4 votes

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  17. Add a timsheets widget to the dashboard. Can show number of timesheet awaiting approval.

    2 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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  18. As part of our QA, we review the list of users to check that it is up to date, eg, remove terminated employees, remove auditors at the completion of the audit or revert to Read Only, etc.

    It would be great to be able to filter/sort the view by access type, such as looking only at Payroll Employees, or filtering them out.

    4 votes

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  19. To be able to view the audit history of pay run changes or changes made within payroll settings

    5 votes

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     ·  1 comment  ·  Payroll  ·  Admin →
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  20. Please show the date of invoices in billable expenses.. It is easier for us to search the invoice..

    25 votes

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    Hi everyone, appreciate the feedback of the layout of detail in the Billable expenses modal of new invoicing. I've made sure to share your feedback here with the team.

    To confirm, right now the date column is still included in this view however if you have a few billable expenses to assign you'll need to scroll down and then will see a horizontal scroll bar so you can scroll across to the date. Understand this isn't the most obvious atm, and I'll keep you updated here of any planned change.

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