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  1. 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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  2. 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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  3. 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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  4. 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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  5. Can we please have the ability to set up daily repeating invoices - currently the only option is weekly or monthly. I can't find an easy work around so far.

    1 vote

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  6. Customising and adding Employee Details Fields so that Employee Details Reports can be produced providing all required information and important information regarding the employee can be kept. For example, licence numbers, certifications etc.

    1 vote

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  7. Hi There, curious to know, does Xero provides report 63 days payroll liability report. This is needed to accrue for the liability at the end of each tax year, since IRD allows this accrual to be accounted, with one condition, if the company has paid the staff with in 63 days from the end of each tax year. I know, this report is availabe by the other payroll software. Can this report be extracted from payroll reports.
    thanks
    Murli Vasu
    SBA Albany

    1 vote

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     ·  0 comments  ·  Payroll  ·  Admin →
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  8. The "Review and pay" banner misleads recipients into thinking they can make electronic payments, but we're not using e-invoicing and have it turned off. Another major issue is that it causes significant delays in loading or, in some cases, renders the invoice completely inaccessible. The banner in the new invoicing should be named "Review" rather than "Review and pay" or be editable to suit different needs.

    6 votes

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  9. When creating new 'spend money' transactions during bank reconciliation, allow the tax setting to match the tax setting in financial settings, if set to tax exclusive, so that it doesn't just default to tax inclusive.

    5 votes

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  10. A flag which shows when the profit & loss figure plus brought forward retained earnings does not add up to the retained earnings on the reports. This is usually due to a mapping issue where a figure is causing a transposition error. It only seems to flag if you opt to include a statement of changes to equity. Seems like there should be a more obvious flag for this issue to ensure it is not missed.

    Also perhaps a reconciliation between the profit & loss figure in the company accounts versus the Xero business, appreciate this is likely to be…

    3 votes

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  11. Please have a default bank account in the add payment function. Have to manually enter the number or search for the bank account through your whole chart of accounts. Old invoicing had bank accounts automatically in this box.

    1 vote

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    Thanks for your feedback, Jacqueline. We don't have immediate plans for being able to set a default bank account for payment on an invoice, but we'll start to track this here and I'll share if there's any plans made.

  12. Integrate invoicing with the US Govvernment Invoice Processing Platform, which covers nearly all invoicing of US Government Contracts, other than DoD and Intelligence Community. Right now, there’s only a manual entry process from a Xero generated invoice. https://www.ipp.gov/

    1 vote

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  13. To be able to only export a selection of sales invoices (or customers) and / or bills to pay (suppliers). Now you can only select on date or name via the search option. This will make it easier to send a selection of sales invoices and bills to pay in excel to customers or suppliers. (see file attached).

    1 vote

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  14. Bulk Allocations for credit notes in Supplier accounts. Completing this one by one on accounts with lots of transactions is tedious.

    0 votes

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  15. Payroll Employee Contact Details would be good to see a column for terminated employee showing date left and employee number

    1 vote

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     ·  0 comments  ·  Payroll  ·  Admin →
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  16. Our work is often quoted at the project level, with invoices being issued monthly for the duration of the project until the quoted amount has been paid and the project completed.

    Currently, we create the quote, and then subsequently create invoices - manually keeping track until the quoted amount has been invoiced, at which point we mark the quote as invoiced.

    It would be helpful if;
    - We could split the quote into N invoices automatically with the total invoiced amount over N invoices equalling the amount in the selected quote.

    OR

    • When a quote is marked as accepted but…
    1 vote

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  17. Add default hours for Public Holiday's based on the employee's standard work pattern.

    1 vote

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     ·  0 comments  ·  Payroll  ·  Admin →
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  18. add specific tiles to xero Dashboard from Business Snapshot.

    I would like on my dashboard 3 main tiles
    1. Revenue by month, 3 mths 6 and 12 months shown as options
    2. Expenses the same
    3. Financial Position this year by Rev, Expenses & Profit.
    Is this doeable???

    2 votes

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  19. Why does the Supplier ABN not appear on the online invoice view? We now have to download the invoice as a PDF to see the ABN. This was not an issue with the Classic view.

    2 votes

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  20. Report dates
    On financial reports. Instead of last financial year of this financial year wouldn’t it be better to have the years as the selection ie 2024/25 2023/24 2022/23. it will be much quicker to select the year especially is going back further than the current year.

    1 vote

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    Thanks for sharing here, Kerri. Understand why you'd find this helpful and we'll start to get a sense from others that'd like to see this here, too.

    I know it's a little different to what you're directly asking here, but perhaps comparison columns and saving as custom could help where you can run the report for multiple date ranges at once and view the comparison across each?

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