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  1. Find and match on bank rec to still go green when there is an entry on the discuss tab.

    Currently the right hand side of the bank rec will only turn green if there is a possible match and nothing in the discuss tab. If there is something in the discuss tab it will not turn green even if there is a match.

    It would be great if the border of the box still turned green whilst displaying the comment to indicate that there is a possible match to allow the user to review and ok the transaction.

    19 votes

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  2. Back button from the New Batch Payment window should take you to the Awaiting Payment window with the purchase invoices still checked. This has been lost with the upgrade to the Purchases window.

    Now, the "back" button from an open batch takes you to the Purchases Overview, so you lose everything you've done

    4 votes

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  3. STP2 - Splitting allowances for all purpose from the hourly rate

    We have employees with all purpose allowances - ie it forms part of the base hourly rate and extrapolates in to overtime rates and annual leave loading. I now have to take it out of the rate and pay as separate line items including overtime and annual leave multipliers.

    Is Xero in their pay templates going to make changes to say have a tick box to indicate an add on allowance to the rate so regardless of the pay lines (that are set up as such) they multiply they…

    7 votes

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    2 comments  ·  Payroll  ·  Admin →
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    Hey community 👋 thanks for the interest in this idea! 


    Just to clarify, when creating a new allowance pay item, you'll have the options to 'Contribute towards annual leave rate' and 'contributes towards overtime rate'.


    This setting will include allowance type pay items in the calculation of annual leave and overtime rates. 


    I can see the main request here was a 'box to indicate an add on allowance'. 


    Can you confirm if this tick box in payroll settings solves that request? 


    -Ethan M

  4. Payroll doesn’t calculate pension until after you submit the payroll/RTI, so you don’t know what the actual net payments are until submitted. Try explaining to a client that what they signed off isn’t what they actual pay.

    24 votes

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     ·  8 comments  ·  Payroll  ·  Admin →
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  5. Many organisations pay staff tax free money when they work away from the office more than 24 hours. Currently there is no expense claim format that allows this type of reimbursement to be entered.

    Is it possible to have flexibility to create our own expense templates?

    3 votes

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  6. Please can you add an additional account under expense type in the chart of accounts for corporation tax?
    One which will automatically post to the profit & loss in between 'Profit on Ordinary Activities Before Taxation' and 'Profit after Taxation'.
    The default setting of overhead and having it in with bank fees etc is frustrating.

    24 votes

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  7. Create batch files for spend money transactions so if a payment needs to be made to say the ATO can create a batch file and upload to bank without needing an invoice.

    24 votes

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  8. It would be great if all the Completed leave was in order with the most recent at the top instead of having to change the order every time I need to see the most recent or scroll all the way to the bottom. I love how the rejected leave requests are now all at the bottom of the Leave list on the employee record but I'm not sure what the "Employee Surname (A-Z)" sort option is for when I'm in just one employee

    2 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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  9. Xero Payroll - It would be useful if you had the option to show holiday entitlement to selected employee's, rather than all or none in the X

    2 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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  10. It would be great if the Activity Statement Transaction reports included the Sales Invoice number in addition to the Reference field. The old full BAS report used to show the Sales Invoice number as the Reference field on the report.

    We use simPRO for Invoicing and when the data is imported the Job No/Order Number is imported into the Reference field in Xero but we sometimes issue multiple invoices per job so the Invoice number is much more relevant as a reference.

    2 votes

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  11. Invoice in Projects - ability to combine time entries of employees to show total hours per employee

    At the moment when you create an invoice in Projects, all the individual time entries are shown which can be 2-3 pages long. It would be great to have an option to combine all time entries per employee over a selected period so that the invoice doesn't have to be 2-3 pages long showing time entries done by each employee when all we need is one line item per each employee.

    1 vote

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    Does this need to be on an employee basis, Jay? 

    At present, you can either create an invoice based on the Task or based on Time entries. 

    To confirm at present you can summarise the time entries by selecting to invoice as a Task - but appreciate this doesn't allow the individual lines for a employee breakdown 

  12. It would be really good to have a tick box on the Invoice creation page similar to "GoCardless: Collect ASAP" which would cause the payment to be collected ASAP as opposed to on the Due Date of the invoice.

    For customers who already have a mandate set up via GoCardless, using "+0 days" for Repeating Invoices or "Today" for standard invoices as the Due Date resolves the problem in a way - the money is collected ASAP.

    But for customers who do not have a mandate set up, things get even more complicated.
    We generally set the Due Date of…

    10 votes

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  13. It would be useful to see the Date and Contact Name associated with each invoice and expense that is shown in Projects, rather than clicking to view each one each time.

    This is particularly important now that we have realised that those with Projects access but not Standard User access to Xero cannot view the invoices or expenses to see that detail.

    2 votes

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  14. When Bank or Superannuation details are changed for an employee, Xero sends an alert to the Admin/Account owner of the account. The employee details who have changed should also be sent an email alert.

    4 votes

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     ·  1 comment  ·  Payroll  ·  Admin →
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  15. Many super fund member numbers have special characters, eg, dash '-' or underscore '_'.
    At the moment, only numbers can be entered as the Member Number, which means any member numbers with special characters are deemed 'invalid' by Xero. This means we are unable to process super payments for the staff member.

    5 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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  16. Applying Mark up in Quote - Ability to hit 'apply mark up' and select specific costs / folders that the mark up is applied for. Ie labour costs are not based off markup but the products are. If you hit 'apply mark up' the markup gets applied to every single cost.

    16 votes

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    Rounding back on the idea here it sounds like using non tracked inventory could be a solution. 

    In Products and services you can add items and enter a Purchase price and a Sales price for the same item. 

    This means you can add the marked up price for Sales and when you select the item in Quotes or Invoices this price will be reflected for the line item.

    Alternatively, you could add a discount to lines of your invoice if there is a general amount or % by which you would mark up items. 

    Keen to hear your feedback for these options. 

  17. As per this post 3 years ago I have the same challenge.

    https://central.xero.com/s/question/0D51N00004DBrgFSAT/annual-leave-ledger-code-setup-in-payroll

    Can Australia be configured the same as NZ by having ability to send Leave taken to a balance sheet leave liability account?

    18 votes

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     ·  2 comments  ·  Payroll  ·  Admin →
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  18. Would like to have the ability to customize the header for a paid invoice to be TAX INOVICE while the unpaid invoices are just called Invoice. Currently the templates allow for a custom title for the over due invoices, approved invoices but not paid invoices.

    1 vote

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  19. Add other gender options for personal settings, non-binary & intersex

    24 votes

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    10 comments  ·  Payroll  ·  Admin →
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    Thanks for confirming, Andy - Really appreciate the screenshot. 🙂

    I've checked in with our Payroll team where this detail is saved.
    We appreciate wanting more options for gender when entering personal details, and in some regions such as AU & NZ this is optional.
    Currently, in order to ensure successful payroll filings with HMRC in the UK, we need to match the schema they provide. That said, our team are reassessing how this fits in Xero so I'll shift this Idea to 'under review' and can share any updates that come.

  20. If employees are putting their expenses onto Xero Projects then you should be able to pull a report and pay their expenses from it. Otherwise they are going to have to duplicate work by putting it on Projects and then submitting an expense claim.

    4 votes

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    Maybe a case of understanding your workflows here a bit better, Rachel. Currently when entering an expense through Xero Expenses you can assign to Projects so these'll attach and show against your Projects in Xero - Would be great to get more details if there's something in here which requires duplication. 

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