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4806 results found

  1. Please amend pay rates to 2 decimal places

    3 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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  2. Please remove the requirement to have a date of birth for an employee.
    We have been asking for this to be removed for years, Xero recently told us it was an IRD requirement. We contacted our account manager at Inland Revenue and they said it is not an IRD requirement and that they have been in contact with Xero Payroll to make the field non-compulsory.

    The workaround that Xero gives of adding a made up date does not work and causes issues where IRD send letters that the date of birth does not match that client.
    It is not a…

    1 vote

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    0 comments  ·  Payroll  ·  Admin →
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    Thanks Raelene, for submitting your idea!

    We've reviewed your idea, and it's now open for the community to support.

    Other Xero users can now vote for your idea and add comments to share how it could enhance their own Xero experience.

  3. CREATE A DEO REPORT TO CONVERT TO CSV FILE FOR DIRECT UPLOAD TO CHILD SUPPORT AGENCY

    1 vote

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    0 comments  ·  Payroll  ·  Admin →
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    Hello Julie,

    Thank you for sharing your idea with us.

    Your idea has been reviewed by the community team and is now live for other members to support. Alongside voting, other users can now comment to share more details about how your idea would improve their experience with Xero.

  4. It's currently not possible to export the Income Tax Self Assessment figures for the MTD for Income Tax quarterly submissions as a PDF to include them in a documents pack for client's approval via e-signature in Xero.

    This would be helpful from April 2026, so accountants can gain client's approval prior to submission with HMRC.

    1 vote

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    Thanks Mandy, for submitting your idea!

    We've reviewed your idea, and it's now open for the community to support.

    Other Xero users can now vote for your idea and add comments to share how it could enhance their own Xero experience.

  5. Add the feature to run customer/supplier activity report for a range of customers.

    Xero team quote "this is already possible however it exists within a different report. You can run either the Receivable or Payable Invoice Detail or Summary reports, where you'll be able to filter and select the contacts you'd like to run the report for."

    But it is not we required. Receivable only show outstanding receivable , not all transaction during the selected period for that customer.

    We would like to have some sort like customer movement report with selected filter of a range of customer.

    1 vote

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    Hi there, appreciate you trying the report we shared in your last post. Taking on board your recent feedback, it still sounds like this is something you could get with Xero's existing reports.

    For example in the Receivable Invoice Details report, you could Group by Contact, select the Date Search to run by Due date, and add a filter for Status to only show invoices that are Approved or Sent, excluding those that are Paid.

    Alternatively the Aged Receivable Details report will offer similar information on only the invoices that are outstanding at the date the report is run.

    Keen to hear if either of these achieve what you're needing. Just reply to my update to let us know 🙂

  6. Please show the date of invoices in billable expenses.. It is easier for us to search the invoice..

    25 votes

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    Hi everyone, appreciate the feedback of the layout of detail in the Billable expenses modal of new invoicing. I've made sure to share your feedback here with the team.

    To confirm, right now the date column is still included in this view however if you have a few billable expenses to assign you'll need to scroll down and then will see a horizontal scroll bar so you can scroll across to the date. Understand this isn't the most obvious atm, and I'll keep you updated here of any planned change.

  7. What I need is for it to look like the Payroll Employee Summary, but with additional columns for Annual & Personal leave taken and the value of that leave.
    The report you are telling me is to messy to read.

    5 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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  8. Ability to run YTD reports where there is monthly columns totalling to the YTD column which automatically adds additional months as needed.

    2 votes

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    Hi Bethany, thanks for sharing this suggestion for improving our reports.

    We've reviewed your idea for an option to have Year-to-Date reports automatically generate columns for each month, which then total to the YTD figure. We can see how this dynamic layout would make monthly analysis much clearer and save time on report setup.

    Your suggestion is now ready to gain support from other community members. Along with votes, others can now comment to share how a report that automatically adds monthly columns as the year progresses would improve their own financial analysis.

  9. Enable editing and saving as custom of project reports as one can with other reports

    1 vote

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  10. What happend -
    I imported invoices with an invalid account number. When I went to review the imported invoices in draft, the new invoicing AI technology selected suggested account codes for me, almost to fast for me to notice the account code was blank

    Why this is important -
    The "review draft invoices after import" step is critical in getting it right - I should be able to review exactly what I imported to see where the mistakes are. I can see this being an issue with integrations where invoices are imported via the API

    What Xero can do - …

    25 votes

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  11. Portable Long Service Leave Report - need a quarterly report that meets the Victorian Portable Long Service Leave requirements.

    44 votes

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     ·  14 comments  ·  Payroll  ·  Admin →
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  12. For volume based businesses, we lose money (30c per transaction) on the stripe fee we pay vs what we can pass onto the customer (because there's no option currently to just pass on the full fee, just a %). That % can't legally be higher than what we are charged, and we can't add the 30c fee to the % anywhere in settings. When we're processing 1,000 transactions per month, we lose $300 to fees. For a small business, this isn't justifiable. Most small businesses that have high volumes are low cost, so they rely on volume of sales to…

    23 votes

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  13. You can only allocate payment on accounts to a customer ledger on Xero by clicking 'Overpayment' which is very long winded. Please can this be simplified to select the customer and then allocate straight as a 'payment on account' and then this can be allocated to the invoice once this is uploaded.

    In addition, if there is money out that gets contra'd against money received from a client, there is no way of coding this to the customer ledger.

    45 votes

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  14. I've been using your Bill.com integration for the last couple of weeks and I already had to reach out to Xero support twice to make a simple change in Bill.com settings. This requires the user (me) to open a case in Xero which subsequently has Xero support open a case in Bill.com (and then Xero support going back and forth between Bill.com and the user).

    There should be either:

    1. a settings page within Xero for all the Bill.com settings and variables or,

    2. Ability to have credentials on Bill.com to update the Bill.com settings.

    Thanks

    2 votes

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  15. Being able to access supplier invoices using the link in the email. Currently we can only access the invoice related to the email. When trying to view other outstanding invoices, I get the message that I don't have permission to view that page and to have my access upgraded even though I have full access (bar subscriber). It would be great to be able to, as a bookkeeper, access other outstanding invoices. A lot of clients will use the link, see that they can access the other invoices, and not see an issue.

    3 votes

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  16. New NZ GST return - brings up the GST return for the wrong entity.
    This is not a new idea, but a critical flaw in the new GST return that needs to be addressed right away. I have gone to support and they confirm that it is a Xero issue. "Currently, the Product Team have confirmed it’s not possible to work on multiple GST returns across multiple browsers using the new GST return." Then they said the best way is to put the idea on this page, so here goes.
    We prepare GST returns for clients that often have one…

    13 votes

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  17. Integration with Saturation.io. Quickbooks is linked, please can Xero be integrated too.

    1 vote

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    Hi Gemma, while appreciate your idea and how you'd like to synchronize data between Saturation.io and Xero as we have an open API we generally don't build integrations with other applications ourselves.

    We have our Xero developer centre where interested parties can get information on integrating with Xero. Welcome to share this with Saturation.io to see if it's something they'd look to develop themselves.

  18. It would be great to apply the Customers general discount (as set on their Contact Card) to only specified product items, not all product items. e.g. I don't want the Customers discount applied to say my Freight or Labour product items, but I do want to apply it to other products items we are selling.

    I would envisage a Tick Box on each Product card that we can tick, or untick, for the Customers Discount to be applied to it (by default it would be ticked to apply the Customers Discount).

    7 votes

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    Appreciate the differing makeups of our customers and the improvements you see that would help your use of Xero.

    I want to be open that we don't have planned changes for adding a discount option within Inventory items themselves atm but we will continue to watch the trend in this idea and share if there is any change.

  19. At the moment, if an employee allocates their hours to the wrong cost centre (i.e. the incorrect Xero tracking category) and the payroll has already been posted, there’s no way to correct the allocation — even if the pay run hasn’t yet been submitted to the ATO.

    This becomes problematic for organisations like ours that rely on accurate tracking of labour costs by project or cost centre. In most cases, the number of hours worked remains correct — it’s just the cost centre allocation that needs fixing.

    Would it be possible to introduce a feature that allows tracking categories to…

    1 vote

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    0 comments  ·  Payroll  ·  Admin →
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    Thank you for your engagement and letting us know the changes that matter to you.


    Our Community have reviewed your idea to allow tracking categories to be edited after a payrun has been posted. This has now moved to the Gaining Support status.


    Along with votes, others can now comment to share additional detail about how your idea could improve their experience with Xero.

  20. Automated bank rule reconciliation.

    A choice for a bank rule to be automatically reconciled - once created a option to select if you wish for the bank rule to be reconciled to remove the need for manual reconcile.

    This would be ideal for monthly direct debits and standing orders e.g. bank charges, drawings

    14 votes

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