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  1. When looking at the Pay Run / Pay Run History page, please add number of employees in each pay run to the overview. We report on this each pay period and would make more sense to be shown here then having to click into the pay run or

    2 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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  2. The ability to add the clients credit limit that they have been approved for, as well as how much of the credit limit that they have used on the invoice email template as well as the statement email template. See attachment for example.

    6 votes

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  3. Turn off the mileage claims option in the Expense Settings .. currently one cannot do this ... we have never used this option, and it's a pain when we use the Xero expenses app as it adds another layer to inputting an expense.

    14 votes

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     ·  4 comments  ·  Payroll  ·  Admin →
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  4. It would be extremely helpful to have a 'master' input at the top of each column of a quote / invoice / bill etc so that the master input is then auto-populated under that column heading for all line-items of the quote / invoice / bill.

    For instance, my sales code is likely to be the same for each item of a given invoice, and yet I need to input this code as many times as the number of line-items in the invoice - rather than just once. Same for eg tax code and, in my case, I have a…

    18 votes

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  5. We have to use find and recode each month for adjusting certain batches of transactions. These are the same combination of searches used monthly to find and recode.

    It would be useful to be able to name and save or favourite search criteria for quick recall each month. (Looking back at previous searches is ok, but not obvious which is which until you click into them).

    2 votes

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  6. 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.

    10 votes

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     ·  4 comments  ·  Payroll  ·  Admin →
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  7. Be able to send a remittance for a future payment. Currently you can only send remittances a day after the payment has been made when the bank feed has been updated. We have suppliers who wont process our payments without a remittance meaning we run the risk of our account being stopped or alternatively we have to generate a remittance using word which is just duplicating work.

    You should be able to generate a remittance for any payment set up and not have to wait 24 hours after the payment is released form the bank account.

    12 votes

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  8. Bank Rules - the ability to attach documentation would be very beneficial.

    14 votes

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  9. Contacts - Smart List add outstanding more than 90 days.

    1 vote

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  10. Batch payment file to support Barclays.net format as attached.

    7 votes

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  11. The ability to preview notes added against a bill/invoice from the summary screens, rather than having to open each record to view them. For example a notes icon next to the existing document one, which would display the note when clicked.

    8 votes

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  12. Projects is configured to only allow the reporting currency to be used in setting rates or quotes.
    It would be great to allow the user to select the quote currency.

    48 votes

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     ·  13 comments  ·  Admin →
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  13. Can we please view more than the current bank statement lines in cash coding?
    At the moment you can only view 4 bank statement lines in the cash coding tab. Date, Payee, Reference & Description.

    We have found that sometimes we have clients using the Analysis Code, particulars or Code to reference details for the bank payment so when these come through to cash coding the view only items are all blank.

    4 votes

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  14. Say I go to a supplier and make a cash purchase. I use my debit card and then walk out with goods and a receipt. Scanning the receipt to Xero and coding the purchase if easy but I am pretty slack and normally lose the receipt before I get to scan it. What say, the vendor scans a QR code that I carry containing my email/Xero info and this allows the vendor's system to email me the purchase document. No paper and I can code the purchase when I am at my PC later in the day. Also means I…

    1 vote

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  15. Undo option in quotes, invoices etc. When you write int he description field sometimes it gets deleted by mistake and then you ahve to write it all out again. The option to just have an undo button to go back would be so good.

    5 votes

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  16. Ability to use other languages (apart from english) in Xero.

    Purpose: To make Xero can be more user friendly to people who speak and use other languages.

    118 votes

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  17. Report for "Account Transactions" should only produce one line per transaction.

    Currently, the report splits off a separate line for the PST component of each transaction, adding "- PST" in the description and to the contact name, and pulls the PST amount out of "Gross".

    I need an account transaction report that includes GST, PST and the unit price in "gross" on a single line per transaction. These gross values will match the bank statement, and have the description/reference/contact and the account(s) the transaction was coded to.

    The easiest approach is to have additional columns to select from, and (critically)…

    2 votes

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  18. It would be great if there was an option to automatically attach the supplier source invoices to the batch payment summary report.

    For example, where an SME has an in-house accounts person raise the batch payment for approval, you would have the option to not just download the batch summary report but include the attached files as well (i.e. the supplier invoices).

    Currently you have to down load the batch payment summary and attach the invoices separately. Whilst accounting practices may have document manager packages that can do this for them, SME owners may not and this feature would be…

    3 votes

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  19. Please could you allow the ability in Invoice settings for invoice templates, to show only the quantity and not the unit price. Separating these would allow to show how much of a material is used.

    2 votes

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  20. I would like to be able to merge accounts (of the same type, ie expenses) to one account when there was two or more of the same account created.

    Example: Say you've converted from another accounting system, and there were sub-accounts that are all the same account - that you want to merge into one account. To be able to merge the accounts - without doing a Find and recode.

    Or, the client opened another expense account for something, and one already existed... to be able to merge the two would be a quicker solution instead of find and recode.

    40 votes

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    Hi everyone, while we appreciate the interest in this idea we want to be upfront that there are no plans for adding the ability to merge accounts within the Chart of Accounts right now.

    Though noted in the original idea here I wanted to confirm that currently if you have the advisor role in the organisation there is the Find & Recode feature that with careful use could enable you to find and recode all transactions from one account to another so you can move all the transactions into one account before archiving or deleting the accounts you don't need.

    Alternatively, while it won't suit all use cases in relation to reporting - In financial reports, where you have multiple related accounts you could edit the layout to group these accounts.

    We'll continue to gauge the interest in this idea, and if there is any change we'll share with…

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