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  1. Some employees have payment information (bank account), and others do not at a client account. The client does not use the bank account information for the payment to employees, then, this information is not compulsory for the client at the moment.
    I found a wrong information of the payment bank account information of an employee and tried to delete it, however, Xero says:
    The account name is required, and
    The account number is required, then,
    It is not possible to save 'nil' information.

    The Company does not use 'payment information' in the actual payment process and there is no practical…

    3 votes

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    1 comment  ·  Payroll  ·  Admin →
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    We appreciate the interest and rationale in wanting to be able to delete an employee's bank information.

    While this may be a function we look to explore in the long-term we want to be upfront that this is not something we've currently got planned.

    In the meantime, you can replace the employee bank account details with fake/dummy information instead.

  2. When creating a customer record, we complete the sales defaults, as different customers have different requirements. However, when raising a quote within Projects, the sales defaults for the associated customer do not populate the relevant fields within the quote.

    We are in the UK and have some customers who are CIS and VAT registered, and require a specific sales account, VAT treatment, and we use a particular sales invoice layout. All of these things can be specified in the default settings for the customer. However, when creating a quote for those customers, through Projects, the customer defaults do not get…

    1 vote

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  3. I always have my Xero dashboard open. I use it as my navigation starting point when using Xero. The Xero dashboard would be much more usable if 3rd party integrations were possible and developed. I personally would find it amazing if you would develop a widget to integrate Stripe into the Xero dashboard. This would save significant time and make Xero even more integral to my business an many other business. I utilise the Stripe payment gateway for my invoices and a Stripe widget that listed payments in transit, alerts for payments, etc would be wonderful. Please consider such an…

    6 votes

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  4. Account credentials for SVB credit card feeds into Xero should not be restricted to the primary account holder. This is not feasible in our business case as these are individuals who are CSuite executives who do not even access our accounting system. Unclear why there is a difference between SVB banking and credit card feeds, they should operate the same.

    1 vote

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  5. Would be great to have the ability to attach docs to an unreconciled line under the discuss tab. Eg when you have the receipt, but waiting on answers to reconcile. Would save a lot of time not having to track the invoice/doc back down again. Would be ideal if it would auto attach it when you have all the info to complete the recon.

    4 votes

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  6. Ability to dive into the total amounts on the GST Reconciliation Report.

    11 votes

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  7. TO create a list showing all employees holidays taken and what is remaining.

    10 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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  8. People here in PH are starting to use Xero and I think many more will use it too if you create reports that are required by our Tax Authority such as:

    Sales Journal
    Purchase Journal
    Cash Receipts Journal
    Cash Disbursements Journal

    Most of our clients are asking for this. I really hope you will be able to implement this.

    7 votes

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    Hi everyone, just wanting to highlight that as Caroline has suggested, it is likely the Account Transactions reports in Xero could be used to create the reports required. However, this depends on what information you require each report to contain.


    If anyone is able to reply with more specific details on whether any information is unable to be obtained via the account transaction report this will help our product team better understand what's needed.

  9. Change the permissions required to connect apps, most importantly the Pipedrive app. Since currently Pipedrive users (sales people) are required to have full access to Xero in order to connect and use the integration. We can't give our sales team full access to our accounts due to sensitive transaction details and salaries contained in Xero as you would expect.

    4 votes

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  10. Lock dates should be on main dashboard for Advisors. The setting is buried three layers deep when it needs to be preferable on the main dashboard taskbar. It is very annoying when there you have a client with Advisor privileges who also likes to make backdated changes. Either the lock date option should on main dashboard or allow journals to be outside of the lock.

    5 votes

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  11. The columns visible in Bank Statements and Account Transactions under Bank Accounts are totally different. This makes it almost impossible to search for matching transactions. Can you have default columns that can be selected? Some of the columns are only available when the statement is uploaded and I'm not sure even how useful they are.

    5 votes

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    Hi Ann, it'd be good to understand more of the detail that you're seeing on each of these screens that is useful to you - Perhaps there's a report we can suggest that gives all that you're after? 

  12. When negotiating salaries It can be beneficial to express an amount net of tax and super. Xero does not calculate this other than imputing different amounts of gross wages to achieve a net figure close to required net amount.
    Maybe something you could add to future upgrades.

    6 votes

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     ·  1 comment  ·  Payroll  ·  Admin →
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  13. Add user name in discuss tab on reconciliation transaction.

    Currently when discussing a transaction with another user then may have to add initials before comment to identify who said what, would be great if this was added automatically so you can easily see the thread of discussion

    13 votes

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  14. Filter Bank Feed By Source
    When looking for bank errors because a bank balance is incorrect, it would make things quicker to filter by bank transaction source
    Many errors are caused by the source being imported manually but the transaction has already been imported by bank feed
    to filter these ones out would make things quicker

    3 votes

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  15. Better integration with Shopify including BNPL providers like AfterPay including syncing across their fees.

    7 votes

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  16. It would be helpful it Xero could create a Working Capital Balance Sheet, which also includes working capital ratio. Right now you can customize balance sheet layout to do this but a report from Xero would be helpful.

    1 vote

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  17. CX0012821665 refers.

    It would be good if Xero could turn on the functionality to post the theoretical Unrealised forex entries that it is calculating as a reversing entry. It would be a bonus if Xero gave the business the option to have it posted. Without this, because its not a journal, it doesnt reflect in my BI system. To post a manual entry is not a solution as then both entries appear on the TB

    3 votes

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  18. When creating an invoice using mobile app being able to change a customers payment preference on an invoice through the mobile app not waiting for main computer or laptop instead of automatically being set to direct debit which for one off customers or short term contracts which differ in each payment is not applicable using a mobile. Normally everyone carries their mobile not always a laptop! It would be nice if the mobile app was in sync

    1 vote

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  19. We have requested Downloadable P11's to be made available so we can correct a mistake a previous Xero payroll provider made.
    This is not available in Xero which is causing considerable inconvenience and a lot more manual work.

    This would be a really good idea if this was brought into the payroll package.

    1 vote

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    0 comments  ·  Payroll  ·  Admin →
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  20. I find the 'Find & recode' tool very useful, but it would be really helpful if the condition 'Currency' could be added, so that we can choose to see only transactions in a certain currency.

    Since MTD for VAT, more and more clients are using digital links as software that automatically extract the VAT amounts from receipts (e.g. Dext), including receipts from other countries. They publish them to Xero and are not aware that they are overclaiming VAT. To make corrections and change these transactions to 'Zero Rated Expenses' we use 'Find & recode'. It would be much easier if…

    3 votes

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     ·  0 comments  ·  Admin →
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