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  1. We need to give a user the 'Invoice only (sales)' permissions but do not want them to view invoices created by other users or ANY sales figures such as 'total awaiting payment' or 'total overdue'.

    It would be incredibly useful to have tick box options for main permissions when setting up a new Invoice Only user. These permissions should include:
    - View sales totals
    - Approve invoices
    - View invoices created by other users
    - View Invoices awaiting payment tab

    33 votes

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  2. P11 PAYE & P11 NIC annual reports, need to have an option to export as Excel, instead of auto downloading as a webpage.
    My auditor requested these in Excel format and there was not an option for this, it would make it much easier if these type of reports could have download options, so you could export to excel.
    This will also allow usage for tracking and internal auditing.
    Yes, you could copy all and paste into excel, but this isn't always reliable as sometimes it will paste it all in to one cell, (which is a pain to fix)…

    3 votes

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    0 comments  ·  Payroll  ·  Admin →
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    Hey Sam, thanks for sharing this idea.

    As you’ve found, it’s not possible to export the P11 reports in excel format. Totally understand that copying and pasting details from the .html file is a time-consuming process!

    Just curious if there’s specific information required in the P11 reports that’s unavailable in our other reports?

    You can find much of the same information in the ‘Gross to Net’ and ‘Payroll Activity Detail / Summary’ reports, and they do support saving as an excel file.

    Let me know if that solves this one for you, and we’ll switch this one to delivered 😊

  3. It would be great if we could send a remittance on a bill that has been part paid. This means suppliers can reconcile the payment in the same way we have in their own accounts

    11 votes

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  4. When reviewing a VAT return on the transactions by tax rate tab - there is no way to view the detail if the payment was through an invoice or bill even though you are able to see the detail if it is entered as a spend money or receive money transaction.

    Being able to create bills and add attachments is extremely convenient, however, it is not when you are unable to see the detail you have provided when reviewing the VAT return.

    Please look into this! Thank you.

    12 votes

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  5. The Net functional (for us GBP) column in the Account Transaction Report does not function correctly if we are considering the full GL.
    Whether it shows a Debit or Credit as plus or minus depends on the type of account.
    For example, an accrual Jnl posts Debit Expense/Credit Liabilities but both show as Positive in the Net column.

    We run the full GL to conduct our analysis and we re-calculate this column every time.
    Then we can confirm that the list balances as the total of the double-entries should be nil.

    Is the current presentation of any use to anyone?…

    4 votes

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  6. We need to be able to export SAFF (ATO super compliant files) to Superannuation clearing houses. I am unable to upload a file as Xero is not SAFF compliant.

    12 votes

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     ·  5 comments  ·  Payroll  ·  Admin →
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  7. I have used both the old & new GoCardless/Xero integrations. I thought the old one was great from an automation perspective if you were able to automate contact creation and this would automatically match the direct debit with the contact.

    Unfortunately, the new integration is quite restricted and an auto-match will only be done if the DD mandate is created directly from an invoice in Xero. This makes things very difficult from a scalability perspective and makes the new GoCardless/Xero integration unworkable. I've worked some businesses who have 30+ new customers a week and, once the migration from the old…

    14 votes

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  8. In Xero Cash Coding or Transaction coding interface, provide a feature to allow pasting of data (copied for spreadsheet multiple row and columns) into Xero entry tables.

    3 votes

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  9. I would like to include the supplier invoices name and invoice reference on the on the project detail report rather than just the Expense name. Is there any way i can do this?

    6 votes

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  10. The ability for Xero to automatically update pricing or changes that were made to items in products and services, when a quote is converted to an invoice.

    Or to at least get a notification that changes were made to the items in the quote when it is converted to an invoice.

    8 votes

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  11. When you look at the PAID invoices it shows years of invoices and would be nice if you could archive previous years. If a person is no longer affiliated with your company and they had previous invoices they cannot be archived but the person can be archived.

    8 votes

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  12. We are a retail business. 15 companies and 65 shops across Australia. We currently have 285 different suppliers from whom we buy multiple items without creating purchase order as we order them on phone or online portal. We have Xero just to maintain supplier payments only.
    Now, many suppliers send us periodic invoices means one invoice for multiple deliveries.
    therefore, if we can enter delivery dockets header data only in bills to pay section just for records purpose we can track deliveries and assign them to Invoice once it arrives just like credit notes.
    So we would know that we…

    21 votes

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  13. I have a lot different invoice currency which the customer should paying into respective bank account according to invoice currency. However, the invoice template now is having single standard terms which i have to list down all bank accounts in the invoice. There is also limit for creating custom invoice template but it is also not an good idea to create different template just to follow the bank account currency.

    Hope that Xero can create the filter for user to select the terms that match the criteria. Thank you.

    1 vote

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  14. We need to be able to select more than 2 years in smart lists.

    3 votes

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  15. Provide functionality in Xero to add attachments to a group invoice.

    Annually when we issue membership
    subscriptions there are a number of attachments that need to be included with the invoice, this is currently a manual process. Adding the sane attachments to over 80 invoices is time consuming and tedious.

    Given Xero has this functionality already, it should be expanded to include the functionality of adding attachments when creating an invoice o a contact group.

    9 votes

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    Appreciate your feedback here, everyone. While we've recently released contact group invoicing with new invoicing, the ability to attach and send an attachment has not changed for the time being.

    Contact Group invoicing will only create draft invoices for the contacts within that group, so you'll need to attach any documents to the individual invoices that are created and select to include these with the invoice when sending.

    We'll continue to review this idea as a future enhancement, and I'll let you know if there are any changes planned, here.

  16. It would be great if you could also add a scheduled amount to be paid on a bill when you enter a planned date. This would help when you are paying off a bill in instalments and the cashflow summary would be more accurate. Instead of showing the total amount of the bill to be paid it would show the planned amount to be paid.

    21 votes

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  17. It would be very useful to include on the General Ledger Detailed Report the VAT Rate instead of or as well as the VAT %. Then it would be possible to identify items that should be included in box 6 of the VAT return that have been entered with a No VAT code.

    4 votes

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  18. Dear Sir/Madam,

    When I download custom xero template it has «PaymentImage» code.
    I would like to upload my own image different from Payment Service image to the bottom of the standard invoice same as logo, then I will not need to use a custom PDF template.

    Could you add this option?

    PDF invoices are not convenient as it requires invoice to have Sent status to print PDF. And no quick preview availiable, so no option to preview custom invoice prior sending it.
    I don't need saving every preview PDF invoice perhaps it can just open in a new tab without…

    2 votes

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  19. Currently when you use the Switch rule the order that the accounts are displayed when they are transferred by the rule is not the same as the order that they show in the existing group. This can be frustrating when you have say a Provision for tax group of accounts which could be a refund or tax to pay and you have accounts displaying as Opening balance then tax provision and RWT etc as you want the Opening Balance account to always display first.

    1 vote

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  20. Hi Xero team,

    For timesheets with the "Total hours worked" setting, would you be able to create a setting that allows us to set our own default shift duration?

    When we go to add a shift to our timesheet, by default the shift duration is set to 8 hours. For those of us who don't work 8 hour shifts, each time we log a shift we have to click on the duration and change it to the amount of hours we worked.

    It would be awesome to have this feature that allows us to set our default shift duration to…

    1 vote

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    0 comments  ·  Payroll  ·  Admin →
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