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  1. Users with the Sales (quoting and invoicing)/ Invoice only role to record prepayments in Xero.

    6 votes

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  2. It would be nice if we could issue invoices in stablecoins, especially in USDC (the USD-backed ERC-20 token that can be redeemed 1:1 for US dollars).

    https://www.circle.com/en/usdc

    1 vote

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  3. Adding a payment to an invoice currently defaults the date to today. It would be useful to have an option to change it to both the issue date and the due date.

    1 vote

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  4. With the recent changes to MFA dropping the remember devices from 30 days to 24 hours, the MFA prompt is now far more often (which is of course more secure) however it does slow down login.

    Could you please look at updating the MFA configuration to allow push notifications to the mobile authentication app, or better still the number match, which is far more secure. Examples from Microsoft is below, but the priciple would apply in most major platforms.

    https://learn.microsoft.com/en-us/azure/active-directory/authentication/how-to-mfa-number-match

    This would improve the user experiance over the token, but also improve the security overall.

    Thanks
    Dave

    24 votes

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  5. Please add the ability to dismiss/hide the setup guide without the need to have clicked through and used all options in the guide. Some do not apply to my organization and so there is no way to get the blue setup guide button to disappear and it gets in the way of other things on the screen.

    6 votes

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  6. When adding a new Customer have a field at that time to place the new customer into a Group.
    Would save time later and enable a better CRM feature for later marketing.

    2 votes

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  7. Is it possible to permanently remove the help banners that continually appear at the top of screens in Xero?

    Ideally, it would be nice to use these (if needed) and then close them off permanently, so they don't reappear every time you work in the file.

    They take a significant amount of space at the top of the screen so you actually have to X them out.

    2 votes

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  8. Draft Bills - BULK add Due date when bulk approving.
    - need to use when creating RCTI's from purchase orders. We have the option to bulk move from Purchase order to Draft Bill, but then must open each one individually to apply the due date so that they can then be approved.

    Another alternative is to add a 'due date' field on the screen when choosing to transfer the Purchase Orders to the Draft Bill page

    2 votes

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  9. Ability to have more flexible permission in Xero Payroll, especially for read only Payroll reports and to give other users permission to approve/decline leave requests.

    Purpose: To have more options and flexibility in assigning users to Xero Payroll.

    121 votes

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    Hi community, we understand user roles and the permissions a user has across an organisation is important to many businesses. Right now, as some may have seen across other ideas I've updated - we have some research underway to help us better understand where and how we might best tackle the most predominant needs in roles. 

    To make sure we're getting a good scope across our products - we'd like to offer those interested in roles & permissions for payroll to join the research here. If you'd like to be a part of this, please fill in this short form here ✍️and our team will be in touch over the coming weeks. 🙂


    Just to set the expectation, the research and discovery for this project is likely to take a few months. Once outcomes are formed from the research, I'll be able to return and share what the next steps…

  10. In Sage, we used to be able to run a report that allowed us to export all our employees hourly rates, so yearly pay rises were easy to plan from.
    There isn't a way to do this in Xero - so my suggestion is to have a payroll report, similar to the employee details report, that allows you to see all employees hourly rates.

    9 votes

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     ·  3 comments  ·  Payroll  ·  Admin →
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  11. It would be wonderful if in Bank rules we could also include the fee that will be taken out.
    Eg a deposit of $100 from Fresha attracts a $2 fee. The bank feed shows $98 . Is there a way to be able to bank rule this

    4 votes

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  12. Could we include a notification when a staff member has a birthday? This has multiple benefits including allowing us to check if their award salary or benefits need to change and also be able to congratulate them on their birthday. Surely it wouldn't be a huge change to make but would be a unique and helpful change for many SME as I currently need to create a new Google calendar for staff birthdays, creating additional work especially when we have 50+ staff and low retention in hospitality. Thank you.

    85 votes

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    9 comments  ·  Payroll  ·  Admin →
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    Appreciate the interest through the idea, but want to be open that we don't have any development planned for adding reminders or notification of an employees birth date atm. 

    I see there are some supporters from NZ and UK in the idea here and wanted to point you across to these specific ideas for each region that I'd encourage adding your support for - Each version of Xero Payroll has been developed specifically for the that regions tax and reporting obligations and this would need to be developed for each version separately. Thanks

  13. When go in to view/approve timesheets have the ability to set a default pay calendar to use (currently all pay calendars including archived pay calendars come up). And the pay calendar for last week (defaults to the current week which means need to scroll down and repeat each time you view/check a new employee). Not very time efficient

    5 votes

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     ·  1 comment  ·  Payroll  ·  Admin →
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  14. The Xero Dashboard online is great for reconciling daily transactions however, there is no way to give administrators access to just the dashboard in Xero without seeing further private company information. If there was an API to the dashboard, developers could choose to show or hide other confidential information from administrative staff

    1 vote

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  15. Requested that Xero pull the project names to put on invoices. The information is already entered, would be a big time saver to auto-populated to project name on an invoice rather than manually typing it in

    11 votes

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  16. At present it is impossible to link a payroll item to an Asset Account in GL. This is a limitation that is wrong and should be easy to fix. It is wrong because in some cases the wages are capitalised (for instance when the resources are used in full or in part to construct capital assets). Sure, it is possible to post a journal to move costs from P&L to a Balance Sheet account but it is cumbersome and error prone. I note, a majority of competing products do not have this limitation.

    4 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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  17. When a staff member has a HECS debt or other Student Loan selected AND is salary sacrificing - the Student loan amount is only calculated on the GROSS amount AFTER the salary sacrifice however when the staff member has gone to do their tax return, they have a tax bill because the ATO looks at the taxable income as an amount INCLUDING the salary sacrifice so via Xero not enough PAYGW has been withheld - can this be amended?

    3 votes

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    2 comments  ·  Payroll  ·  Admin →
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  18. I would like for there to be the option to add a minus figure into a sales invoice in the Xero App - the same as the browser version.

    15 votes

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  19. Allow Xero users permission to authorise employee timesheets. At the moment only the payroll administrator or specific employee has the ability to do this. Payroll permissions under settings/users should be expanded to be more granular, with an option to allow users permission to authorise timesheets. Alternatively, under the employee details in Payroll, an option to select authorised Xero users whom may sign off timesheets for that user.

    33 votes

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     ·  21 comments  ·  Payroll  ·  Admin →
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  20. Make the Customer Field AutoFill in new invoicing

    In the old invoicing - which by the way was must better and more reliable, the customer field would autofill if it was setup to autofill within the customer set up. With the new invoicing this field no longer autofills. Please Fix

    8 votes

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