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  1. On an invoice search from 'All' or 'Paid' Invoices - it would be useful to able to select any or all invoices, and see the £ total of the items selected. This function exists in the Invoices 'Awaiting Payments', and 'Drafts'. On the 'Paid' invoice section, you can select the invoices but it does not show you the total £, only number of items selected. From the 'All' section there is no ability to select any invoices. It would be great if in all sections where you wanted to you can select any / all invoices and it calculates the…

    11 votes

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  2. It would save so much time if there was an option to bulk code multiple lines on one bill, rather than selecting the account code for each line individually.

    10 votes

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  3. There used to be a feature that you could zoom into a bill that had been uploaded when putting the information into Xero ( when the bill shows at the left of the Xero page ) This has gone and now I have to keep popping bills in and out to see details. Please could it be re-instated

    1 vote

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  4. The option to choose a date to send EE payslips would be a huge help , when you are running multiply payrolls this option would be invaluable. I may run a payroll on the 10th of the month yet payday is 30th so need to remember to log in and send payslips on the 29th. Takes a lot of time up.

    11 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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  5. Choosing bill Task total or Time sheet entries for each task in a project when preparing a customer invoice.

    12 votes

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  6. Be able to integrate the payroll calendar on Xero with iCal, so approved annual leave automatically appears in my iCal without having to duplicate entries, and updates if someone changes their leave on Xero.

    8 votes

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     ·  2 comments  ·  Payroll  ·  Admin →
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  7. On the invoice template a mandatory field to be completed of the business email address. Majority on Xero invoices sent don't have an email address which makes it difficult to contact the business via email.

    7 votes

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    Thanks for the confirmation, Andrew and Sue. While it's possible to add the organisations email in the Contact details field of a Standard branding theme, and could be inserted as Static text on an Advanced template, appreciate there is no specific field for this atm, and why you may like to make this mandatory or a default on the template.

    We'll leave your idea for making this mandatory here and you may like to also join this idea for providing as a specific field for this in advanced templates. Being open it's not something we have direct plans for atm, but we'll keep an eye on the interest here and share if there's any plans made.

  8. At the moment to enter a project number when reconciling, you have to enter details every time. Can you add the project drop-down box into the bank rec screen for every transaction

    12 votes

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  9. Could we please have a flag for a terminated employee who has been paid in an unscheduled pay run (but included in the current pay run).
    Xero continues to create a standard pay for the terminated employee despite the employee having been terminated.
    If the employee was flagged as having been terminated it would prompt the processor to check and potentially eliminate the risk of overpayment.

    5 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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  10. On the reconcile it would be really useful to add a note to transactions on the left hand side of the screen so it's easy to reference the correct invoice/account later on - we take deposits long before the invoice is finalised and this is hard to track back sometimes, particularly when making a cash deposit to the bank or the money has come in on the card machine and could be much faster if a note could be left with the account it relates to until it can be reconciled.

    1 vote

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  11. Ability for employees to choose tasks carried out via drop down menu.

    It would be great if companies had the flexibility to customise their own workplace tasks on the timesheets. This way when employees are filling in their timesheets they can choose the task / tasks they have done for that day and then input the respective hours for each task.

    8 votes

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  12. For invoices/receipts that are created by a custom branding theme, change the 'issue date' to 'invoice issue date', and create a separate field for 'payment date'.

    This is so that when an invoice is sent in 2021, and payment is made in 2022, the receipt that is automatically generated will clearly show both dates, instead of just the issue date which implies that the receipt was issued in year 2021 when it was actually issued in year 2022.

    13 votes

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  13. Ability to specify which user has access to the lock dates.

    Purpose: To prevent clients from changing prior year figures in Xero after the financials have been published.

    69 votes

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  14. If Xero Expenses' OCR reader doesn't find a date in a photo/receipt, it sets it as 19 Feb 2022 (from reviewing a number of Expenses in my organisation submitted in December 2022 that don't have visible dates).

    It would be more helpful to set the date as the day the Expense was initially created.
    The submitter is likely to have incurred the Expense on the day they take a photo of the receipt.

    As it currently is, if a period isn't locked and the Approver isn't checking dates, they may inadvertently post entries to the wrong period, even a historical/filed…

    2 votes

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  15. Please provide invoice only + draft users with the ability to create purchase orders from the mobile app

    4 votes

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    Thanks for raising this, Amy. 

    I've done some testing to check around this and can confirm - While not currently available for iOS devices when using the Xero Accounting app, this is possible on and Android device with the mobile app, or when using Xero on a desktop.

    There are some complexities adding to iOS and with a very little usage from IO users there are no plans at present to develop this there. However, it'd be good to get a better sense of the interest, and we'll start to track this through the idea, here. 🙂

  16. We use the app to add a photo to an invoice. It would be great to be able to add a photo to a credit note too.

    5 votes

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    Thanks for raising the idea, team. 

    Right now, we don't have plans for developing the ability to edit Credit Notes within the mobile Accounting app which is where functions like adding files would come in, too. 

    It's good to begin tracking the interest of this here, but want to be upfront with this atm. 

  17. what about the possibility of practices creating their own report code structure? with infinite report codes capable of being added? to accommodate flexible reporting structures?

    It is truly difficult to automate reporting where a practice does not control the chart structure. this is because clients often create new chart codes because their particular expense doesnt neatly fit the chart options available...so a new expense/revenue/etc account is added and then the report pack grows in size (with similar account types that really should be grouped for reporting) to the point where it is unusable...unless the practice manually maps into a "group"…

    3 votes

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  18. The new custom report pack looks great but it would be good to be able to export the VAT return within the same pack. Can the VAT reports be added to this functionality? I think it would be helpful for many people.

    I regularly look at a profit and loss, balance sheet, aged receivables detail, aged payables detail and the VAT return reports monthly for all clients and it would be great to export these together, and would save a lot of time.

    6 votes

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  19. It would be nice when entering transactions, for the date field to remain as the last entered date, at least while staying on the transaction page. It is frustrating having to enter the date each and every time when entering transactions. I understand a lot of people are working in there, in real time, and that it is beneficial that the date is always "todays" date, however, when entering stuff for a client from the previous month, this gets annoying.

    6 votes

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  20. Currently leave requests must be approved before the relevant pay run is commenced.

    If we discover that leave needs to be added at any point after the pay run is commenced, the entire pay run must be deleted, along with any progress made.

    When processing payroll for businesses, I occasionally discover leave should be included only while I'm actually processing the pay run.

    I'd like to have a clone of the leave creation UI as an option while within the pay run process itself. This would show leave balances for the employee, and only have an option to Approve or…

    4 votes

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    3 comments  ·  Payroll  ·  Admin →
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