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  1. currently we put all of our mileage through as an expense claim and then make a bath payment once it is a certain amount, however when creating the batch payment, the report produced at the end just simply stated expense claim. this can be clicked to go in individually however it would be nice if the description for that expense could also be shown so that it produces a better overview of what is being paid. even if this is just an option to add different columns that it can be selected from, that would improve things.

    4 votes

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    1 comment  ·  Payroll  ·  Admin →
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  2. A streamlined way, or option, to automatically complete projects once they are invoiced.

    5 votes

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    Would still need to consider an optional trigger here as different businesses process projects in different ways. 

    Appreciate the efficiency play and while this isn't something we have plans for atm, we'll track the interest of this here. 

  3. I have voted for the idea "Switch Rules - Notes to Financial Accounts" but would like to also propose an idea that may be of benefit if that one is too complex to implement.

    Enable a rule that allows an account to be shown/hidden depending on the balance.

    For example - if Accounts Receivable is a credit balance then it will display, if it has a negative balance it is hidden.
    That means that the Accounts Receivable account could be added to two schedules in the report, but will only show in one, which should align with switch rules in…

    6 votes

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    Appreciate you thinking of other ways to solve something, Jessica. With a lot of the reporting teams concentration on elements to redevelop the most vying features from older reports in the new before their removal later this year I want to be open that we don't have this in pour plans at this stage. 

    We'll start to get a sense of the interest for this here, and let you know if there are any changes. 

  4. can you please increase the capacity for downloading general ledgers because at the moment it seems very limited. Often we have to send large files and the capacity at the moment is insufficient

    1 vote

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  5. Please can we have the option to opt an employee out before running a pay run? It is a bit annoying to have to then refund deductions the following month and employees question it as they think they have opted out!

    12 votes

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    3 comments  ·  Payroll  ·  Admin →
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  6. Managers who have the ability to approve leave in Xero Me should be able to view historical leave requests they've approved so they can anticipate when staff are away. Currently, they cannot do this unless they have Payroll Admin access and a Xero account on a web browser. Not all managers are finance people and need to have this access.

    14 votes

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    2 comments  ·  Payroll  ·  Admin →
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  7. In Australia one of the criteria to classify as a "small buisiness" is to have 15 or less employees.

    Could this also be reflected in Xero's pricing which jumps from 10 employees on payroll to 20.

    It would be nice to have a meet half way mark with a fair price for 15 employess.

    5 votes

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  8. I have multiple clients for whom I perform varying tasks. I log in and work on their accounts with my practice email.

    When sending invoices on clients' behalf, or paying bills to clients' suppliers, the copy invoice or remittance advice goes to my practice email as I am the logged in user. The person/company who needs this copy is my client (whose email is the 'reply to').

    At present I have to then log into my emails and forward the copies to my clients manually, (as filters get confused) and ensuring it is the correct client if I have been…

    5 votes

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  9. Ability to have options to select different fonts for outgoing emails.

    Purpose: To make users outgoing emails more presentable when they send it to their customers/clients.

    21 votes

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    Hi everyone, we've released a new send modal for new invoicing in Xero. As part of this update you now have a rich text editor that allows for small formatting changes such as bold, italics, underlining and the ability to insert emojis. 

    You'll also find other improvements like the ability to cc and bcc emails, and have more visibility of your emails and the PDF of the invoice with a preview on the left of the screen. 

    While this is limited to new invoicing at present, we will look into surfacing this to other areas of the product over time. We'll let you know of any further change for this, here. 

  10. We have started working with a new bank and they use OFX v2. It seems Xero only supports v1.
    Would be great if Xero can support this new version of OFX.

    4 votes

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  11. Add a drop-down menu in an employee's timesheet so you can easily flick between employee's timesheets.

    13 votes

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     ·  2 comments  ·  Payroll  ·  Admin →
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  12. atm if a client asks what is included in a figure in the accounts, I can only manually deduce that, or generate a spreadsheet analysing all the Trial Balance into the headings (the tagging screen is quick reference for generating this) but surely it should be possible to run a report.

    1 vote

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    Hi Malcolm, returning to your idea here it would be good to get more understanding if there are specific figures or reports your customers are asking about or you'd want to track the make up of?

    Atm it's possible to edit the layout of the Profit & Loss of Balance sheet reports to either show a total of grouped accounts or have these all listed amounts that show the individual accounts within each section.

  13. I would like clients who prepare their own BAS to be able to lock periods - as this is good practice for obvious reasons. Currently if they are a Standard user they are not able to access this area to lock periods. If I make them an Advisor they have access to unlocking prior years and make changes (been there done that - never again).
    Please have the option to give standard users the ability to lock periods (i.e. the first lock period date, but not the second date), or provide a solution to address the above issue.

    1 vote

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  14. I want a negative Reimbursement line item in the Employee Template.
    This can be done in a Payrun, but cannot be done in the Employee Template screen.
    With STP 2 we have some payroll reimbursement entries that need to be processed every pay. They need to be positive and negative entries so that the Wages Payable account does not go out of balance. This can be done in a payrun - why not in the Employee Pay Template. Please see the screenshots.

    2 votes

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    1 comment  ·  Payroll  ·  Admin →
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    Hi team, while it isn't possible to make a negative reimbursement line in an employees pay template, you could set up a deduction pay item.

    A deduction item would function the same as the negative reimbursement line, as well as being able to be added into the employees pay template.

    It'd be good to understand more if there's a reason using a deduction wouldn't be adequate here.

  15. I have clients with multiple projects and multiple contractors billing for each project. If I want to sort the cost of the contractors by contractor, to evaluate the individual profitability of each person working on the project, then I have to create an estimated expense for each contractor. Easy enough - their contracts have the maximum hours they're expected to be billing my client.

    But if I forgot to assign each bill to a tracked expense before I on-bill that expense, then once the hours that the contractor has worked have been on-billed, I can't assign them to a tracked…

    1 vote

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  16. have a button that allows you to be able to create a payment/receipt from the contact page - so you don't have to go out of the contact to process

    5 votes

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  17. When you're in the pay run screen, you can only download ALL payslips as one PDF file. We need to be able to download payslips by employee group so they can be sent to the individual managers of the employee groups for review/approval.

    17 votes

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     ·  1 comment  ·  Payroll  ·  Admin →
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  18. the discussion tab in bank reconciliation is a wonderful tool to communicate issues encountered in doing bank reconciliations. What would make it better would be if there is an option to notify specific users when a new entry or response has been entered in the tab. This would increase productivity for service providers and allow their clients to respond quicker to queries from their service provider

    15 votes

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  19. desarrollar el informe de Aged Receivables Detail para que por linea por factura.

    adjunto encabezado deseado.

    1 vote

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  20. We regularly use Tracking Categories to allocate bills to Projects. The Account Transactions report is great for showing bills and payments by Project. However, each line has to be individually accessed to see the underlying uploaded document.

    Accountants regularly ask for these receipts which need to be individually downloaded and we have to manually create a spreadsheet linking each receipt.

    This would be hugely easier if the Excel export of the report allowed a field for a URL linking to the uploaded document, like all good receipt tracking apps allow.

    1 vote

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