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  1. Attachments in repeating bills are not attached to the actual bills when Xero creates the bill.
    If the repeating bill is deleted, the link of the repeating bills will be broken and we cannot get the attachment in the repeating bill.

    so I suggest
    1. having the attachment in the repeating bill attach to the actual bill when Xero create the bill; or
    2. have an archive function for repeating bills that are expired so that the actual bill can still be have a link to the repeating bill to find the attachment.

    Attachments such as working or scanned bills…

    25 votes

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  2. To import a payment file into the bank the user must download an ABA or CSV file from Xero and save to their local drive. This file is then manually imported into the bank - this poses a major data security risk. Xero already supports bank feeds with many large banks so there should be an option to import these payment files directly from Xero into the bank.

    1 vote

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  3. I would like to have the ability to reflect a new increase from the agreed-upon date. Often, salary reviews occur after the financial year-end and need to be backdated. However, Xero does not allow for backdating when other payroll systems do. You have to make a note of the actual start date, which isn't reflected in any reporting, making it not very useful.

    Additionally, there should be the ability for an advanced support person to modify information, enabling them to roll back a change. I recently encountered an issue where third-party software changed the review date of a salary to…

    1 vote

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    0 comments  ·  Payroll  ·  Admin →
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  4. Have the option to add GST (10%) on tasks (hourly rate) and estimated expenses when creating a project.

    1 vote

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  5. It would be great to be able to add to a Management Report pack the Bank Reconciliation and Activity Statement for the client.

    13 votes

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  6. i need tracking categories for bank accounts - my client has three different branches within the organisation and all have their own bank account. i have managed to create tracking categories for income and expenses but Xero hasnt provided the function for bank accounts. So when drawing the Financials the bank accounts dont reflect with each relevant branch. Is there a way that this function could be created/considered or has anyone have any recommendations on how to bypass this problem?

    13 votes

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    Appreciate seeking options from your community here too.

    Trying to think into this one - when you draw funds these statement lines would be reconciled to an equity account in the business? In theory the Tracking would be recorded when the item is reconciled to this account ? 

    Please do let me know more detail if there's something I'm missing in here? 

  7. The ability to import a spreadsheet with employees details to bulk update their information.

    13 votes

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     ·  2 comments  ·  Payroll  ·  Admin →
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  8. Accepted Quote Report

    Great to see that we can now look at a report for accepted quotes but the report is not filterable by the accepted date - please can this be added to the date search for quote reports within Quotes through Receivable Invoice Details and Summary reports.
    At the moment the report isn't right as you can only search by due date and created date which is no good - the accepted date needs to be a searchable date or the quote filtered by accepted quotes is useless if you ant to see what quotes have been accepted…

    15 votes

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  9. When doing a search on a bank account for a payment made the search does not include the individual payments which make up a batch payment. So if a payment was made as part of a batch then unless you know the date the payment was made or the name of the supplier it was made to then the search function will not find the payment you are looking for.

    4 votes

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  10. Xero is giving 4 months free of Analytics Plus if the file is upgraded before 30 June 2023.

    It would be AWESOME if you would add Analytics Plus to the Demo Company so we could demonstrate the product to team members and to clients.

    Expenses is available in the Demo Company, so is Projects, why not Hubdoc and Analytics Plus?

    Please make the Demo Company have the FULL suite of Xero products available.

    6 votes

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     ·  0 comments  ·  Admin →
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  11. The PayPal data feed imports dates from UTC, as is.

    For example in Australia there is a fairly large window each day where transactions will be imported and appear to have occurred the day prior. For other timezones it's likely the opposite.

    In my eyes this is an outright bug/lazy coding. The response I received from support tells me they are aware of the problem, but it's just a known quirk! They suggested adding a manual adjustment to fix the balance when required. Ugh, I would feel dirty doing that, lol.

    Essentially the only place the PayPal feed is always…

    2 votes

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  12. Staff members gets pay reviews each year, which means their cost change. But we are unable to get the change to commence from a certain date so reporting for prior year projects won't be accurate. any way we can put a change commencement date so reporting is more accurate?

    8 votes

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  13. We have dealt with a few VAT inspections recently and HMRC request all invoices in relation to the VAT report. We have had to download each invoice individually and rename to match the references posted on Xero which has been extremely time consuming. It would be great if all invoices could be downloaded in bulk as per each VAT report and each invoice referenced to match the VAT report.

    2 votes

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  14. When I add a Task to a project I would like to add a Task Title trhen have a seperate section to Describe the task detail. At the moment there is insufficient space for this information.

    2 votes

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  15. To lock future dates to avoid invoices being captured in the incorrect month or year. Or to show a warning when the invoice is posted to make the user aware that the invoice is post dated

    6 votes

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  16. The online invoice sent to customer (not the PDF) and invoice in Xero only show the Item description and not the Item name or Code, this is not right as it means if we add personal details to the item on the invoice it isn't possible to tell what the item is without doubling up the Name in the Item description

    3 votes

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  17. Could you please look at making the e-invoicing toggle button as default.
    This will allow the invoices raised in Xero Practice Manager to be sent to Xero and then sent in Bulk (email multiple clients from awaiting payment) rather than selecting it manually. This will save a lot of time and also allow the other side to receive the invoice in their system.
    Currently what it is doing is getting us to go into the invoice and then manually toggle this for clients we know are setup for e-invoicing. If this is handle automatically it will achieve its true purpose.

    22 votes

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  18. Set up leave so that it automatically tops up at the start of the year with a set amount.
    I have an employee that has an arrangement of xhours per years to be used as they wish. At the start of each year this reverts back to the agreed hours. Any hours not taken during the previous year is cleared.

    9 votes

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     ·  2 comments  ·  Payroll  ·  Admin →
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  19. When reconciling bank transactions,
    It would be great if payroll transactions offered an automatic reconciliation in the same way that a batch payment of bills gives an auto option.

    13 votes

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    8 comments  ·  Payroll  ·  Admin →
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  20. Until this month, this was not an issue. However this month Xero has taken away the ability to send the superannuation SMS authorisation code to international numbers. What happens when you change a number or move overseas but still work for the company. Why take this away? Without discussion with your customers. If it's not broken, why is Xero trying to fix it?

    10 votes

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     ·  5 comments  ·  Payroll  ·  Admin →
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