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  1. Currently, when you assign a leave type to a new employee, for all leave types other than annual leave and personal leave you have to go into that leave type on the employee card and manually change the leave settings to what should be the default for all employees. For example, RDOs should always be paid out on cessation of employment, but the default setting is "not paid out", and I cannot change the default setting, only each individual's settings.

    I should be able to set what the default settings are, to reduce the likelihood of stuffing it up.

    7 votes

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     ·  1 comment  ·  Payroll  ·  Admin →
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  2. Hi Team, my query is about Draft Invoices. Is there any chance of having a 'Stop do you want to proceed' when it comes to a draft invoice being sent instead of the actual Invoice? I was convinced that I had approved a draft invoice, yet when the email was sent, it was not the Invoice as per the subject reference, but the draft. Embarrassing to say the least.
    Just that extra step would be very helpful. Not the first time it has happened to us. Thank you,

    8 votes

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  3. Sales Overview Improvement Request: Add "Send Date"

    To enhance our efficiency and reduce time spent looking up invoice details, it would be beneficial to add the "Send Date" to the Sales Overview page.

    Reason for the Request:

    Clients sometimes claim they have not received an invoice and ask when it was sent. Currently, to answer this, we must navigate into each individual invoice and check the history, which is time-consuming.
    Our team members occasionally inquire about the send date of invoices as well, and without this information readily visible, they too have to go into the invoice history.
    Proposed Solution:

    3 votes

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    Thanks for sharing the details that’d help you when chasing payments and invoicing in Xero. We don’t have direct plans for developing this atm, however as we continue to plan further developments within invoicing, our product teams would like to get your input, so they can get a deepened sense of our invoicing users for future improvements. If you'd be interested in sharing further feedback we have a survey here, and we'd love to get your insights.

  4. A feature that allows an email to be sent for a voided invoice to the client so they have confirmation the invoice is voided as verification.
    This can be as simple as taking the invoice template / previously generated pdf and branding "VOIDED" or "CANCELLED" on top of it.

    1 vote

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  5. Once Payroll is posted we require the relevant reports (journal and activity), I feel a download link (alike the one for payslips) would be beneficial rather than having to view reports and then having to export download for printing or saving purposes, this would save users time.

    1 vote

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     ·  0 comments  ·  Payroll  ·  Admin →
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  6. I feel on the bank Reconciliation page, there should be links to both "Invoices owed to you" and "Bills you need to pay" I feel this would make navigation quicker and simplify the reconciling process.

    1 vote

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  7. Bulk price updates for repeating invoices when a price of a product or service is updated.

    For example, updating our on-charged Xero subscriptions (which change regularly) currently requires clicking into each and every repeating invoice to update the newly priced line item.

    There should be a way to choose whether or not you want these changes to filter through to all repeating invoices or a selection of them (with checkboxes for example, in case you want to keep some as they are).

    1 vote

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  8. Please make audible alerts to "messages", tips, etc optional.
    I wear earphones and work across multiple devices and it is quite irritating to hear "bloop" when working across multiple tabs.

    We don't need more vapid sounds in our lives!

    2 votes

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  9. This report is great, I love it but we need to be able to customize it more. When you try and add columns it gives a message saying that you have to delete the total column first, then you need to manually add a total column which isn't the end of the world, but you can't select the the new total column in and of the formulas, like if I wanted to add the variance column (Which I would love to) but I can't.

    16 votes

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  10. I would appreciate the Search engine to be reverted back to how it was. The new "upgraded" search is close to useless. When I search for clients, I expect all relevant clients to come up. I don't want to type in the whole client name, just to get their details to show up. Previously I could type in a few letters and the search would come up with an amazing list of relevance....
    1. Contact listed first
    2. Invoices listed next
    3. Bills listed thereafter
    4. then lastly bank transactions

    These searches used to come up with appropriate information and…

    16 votes

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  11. NEW INVOICING-Allow payments date to be entered manually, not a drop down list from mouse.
    NEW INVOICING-Payments-have bank accounts set like it was in old invoicing, have to scroll through a whole chart of accounts to find the bank account or remember the account number.

    1 vote

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  12. Looking for deleting wrongly created General Pool, which were created during the conversion of file to Xero Blue. Currently we can record an end date to the pool, but it doesn't stop the previous pools to stop appearing on the 'Run Depreciation' screen. No balances recorded, no movement at all.

    1 vote

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  13. Allow Tagging on Transfers Money transactions on the Reconcile Screen and Allow Find and Recode to add tagging to Transfer Money Transaction.

    0 votes

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  14. Xero doesn't have a built-in option to directly integrate with or automatically use Gmail for sending W-9 requests. That would be really helpful ~

    1 vote

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  15. I would love the ability to have the project's name and my business's name in the title of my invoices when I download them. I know I can manually do this, but it would make it much easier for customers paying my invoices and filing them to have my name and project number in the title.

    1 vote

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  16. Hi, Id like to see an option for more fields within invoicing. One main field that I think would be useful (well, it definitely would for our business) is to add a differential within quantities. for example - We would invoice of a number of pallets sold to a customer. However on the pallet it may contain 50 packs or boxes. But on other pallets it may only contain 40 larger packs/ boxes but at the same value. for an example I have included a snapshot of one of our suppliers invoices.
    Many Thanks

    1 vote

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  17. Can you recon your accounts once and next time it is the same I have alot of recons that are always the same How do you keep it for next time to recon

    1 vote

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  18. To enhance efficiency and save time, it would be highly beneficial to integrate the payroll system in Xero with Crezco Online Banking. This integration would allow wages to be paid directly through Xero, similar to how bills are currently managed. By automating the connection between Xero's payroll system and Crezco, users could avoid the manual process of downloading payroll documents, uploading them to Crezco, and processing payments. This streamlined approach would significantly reduce administrative tasks and improve overall productivity.

    1 vote

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     ·  0 comments  ·  Payroll  ·  Admin →
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  19. When looking at the notes of a batch payment, it says "remittance advice emails were sent to 16 suppliers" - but I can't see anywhere that will tell me which 16 suppliers & which email addresses they were sent to. It would be great if I could see that.

    1 vote

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  20. Nowadays everyone include a credit card surcharge when paying a bill. However when the bill is recorded originally, it is without the surcharge. When applying payment to the bill, if we are in the bill screen and we apply an amount higher than the original invoice it records as an overpayment and creates a credit note. There should be an option like in the bank rec screen where it allows us to type in the surcharge so that the surcharge takes the same character as the original invoice. Currently, I have to manually adjust the original invoice to include the…

    1 vote

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