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  1. When entering after Qty field, amount is pre filled with 0.00 and when you type, it will put the amount after e.g 0.00120 instead of 120.00. Please remove the pre filled zeros as with classic invoicing and keep the new invoicing in line with everything else in Xero like bills and spend money etc. It is too different!😒

    13 votes

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  2. We have monthly invoices and we have multiple lines, sometimes 100+. With the new invoicing, the approve button is at the top of the screen and I have to scroll to the top every time I got to check the total prior to approving. Can you please make the 'approve' ribbon fixed at the top of the screen when you scroll down?

    4 votes

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    Thanks for your feedback, Dane. This isn't something we have direct plans around atm and we'll track the interest in having this option as a floating button, here.

    You may find using the 'Home' button on your keyboard helps to quickly navigate back to the top of page for now.

  3. You should allow current subscription holders the ability to create reports on all of their data. At the moment if you stop employee staff and therefore downgrade your subscription, XERO removes all payroll reports. So when you need to print a report you cannot without changing your subscription to include payroll again, even they you don't need to pay employees. It costs you a 30 day subscription to print one report. This is a big fault and something I can do in MYOB. Please fix this madness.

    7 votes

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  4. Business snapshot - link to default custom Profit & Loss Report

    We use a custom Profit & Loss Report which is default.
    Unfortunately the Business snapshot links to the standard xero Profit & Loss Report not the custom default Profit & Loss report.
    Can the Business snapshot be changed to link to the custom default reports?

    3 votes

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  5. The ability to upload a file into individual projects directly rather than via bill allocation. Would like to be able to upload customer order, for example.

    3 votes

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  6. Would be really useful to be able to run a report of employee’s birthdays.

    13 votes

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     ·  1 comment  ·  Payroll  ·  Admin →
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  7. When an employee has a postponed autoenrollment the pension doesn't prompt or show up until just before the payment run has been posted. Making any prior payroll reports and payslips incorrect as the pension then tags on at the end. So reports then need to be reprinted and balanced again.

    Can the prompt no show up at the start of the pay run? This will then save any duplicated reports and potential incorrect payments.

    Also the pension filing report viewable before the RTI posting.

    Alternatively, enter the postponement date when posting the pay run in which the employee becomes eligible…

    4 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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  8. Separation between Sales Tax/VAT/GST lock date and accounting period lock date.
    It would save a significant amount of time if VAT periods in Xero could have a separate lock date than the accounting period lock date. For instance, an invoice/bank transaction is still outstanding when filing a VAT return, and the VAT return date could be locked so once this outstanding transaction is completed at a later date, it would automatically appear on the next VAT return. This should be separated from the accounting period lock dates, as you still want to account for that transaction in it's relevant period,…

    4 votes

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  9. Can we please add a company logo on the payslip email?

    At the moment it just has the 'Xero me' background saying "your payslip is attached" ect. It would be nice to be able to swap that image with our company logo thanks.

    6 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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  10. We need to have the ability to add an additional column to the Sales Invoice Template.
    When we are already utilising the Item and Description column, we for example need to add a Barcode field as well. I would presume that this is a frequent requirement for other businesses.
    In addition, there should be a specific PO field in addition to the Reference field.

    5 votes

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  11. REPORTS:
    Need "leave balances" + "leave transaction" report to include the "accrued balances" as a separate line also, so this can be reported on by employee on request.

    Company opted to unticked the option to included leave in advance to balance because this is causing issues for the business, so now only showing entitled leave balances (after anniversary) and not the accrued leave?

    18 votes

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     ·  2 comments  ·  Payroll  ·  Admin →
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  12. When Xero are emailing out their invoices please can you go back to attaching the invoices as a pdf as it quicker to be able to forward them rather than having to sign in and save them as draft, especially when you are having to do loads for clients.

    49 votes

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    Thanks for sharing back on this, everyone. We'd like to confirm the way the options works now when sending in new invoicing - This is triggered by previous behaviour.

    So, when you send using new invoicing, the selection for 'Attach PDF' is driven by the last invoice you sent. If the last selection was unticked the next invoice you send will automatically be unticked, and vice versa.

    What's worth noting is that this is a browser based setting. For example if you change computers or browsers your setting will revert to default where both options are unticked. As you'll see from my recent update on this similar idea this is something we may explore further down the line but we don't have any immediate changed planned for.

    We also appreciate your feedback relating to where a customer's taken when clicking Review and pay. Our team have done a lot of research…

  13. Option to include draft invoices in the short term cash flow

    7 votes

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  14. Please set the bank reconciliation lines on the right-hand side to pre-populate with the details on the left=hand side, that is as long as there is no 'match'' and it is not a transfer. I'm mystified as to why I have to copy and paste all of the information from the left side to the right side when Xero could do this in a jiffy. Presently the pre-population remembers a long lost description I may have made such as 'birtthday gift' and Xero is remembering this forevermore. It would be simple and accurate to pre-populate especially since valuable information (such…

    11 votes

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  15. Where you have multiple legal entities that are able to lodge a consolidated BAS/GST return for the Group, having an ability to lodge the one return from Xero, without having to manually consolidate the various legal entities data outside of Xero via excel or some other means.

    4 votes

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  16. This is NOT a duplicate of https://productideas.xero.com/forums/939198-for-small-businesses/suggestions/44961124-global-search-search-items-by-description.

    I am suggesting that within the Invoicing section of Xero, where a Search can be initiated, a checkbox is required that will "Include Description" - allowing customers to search for an invoice by the contents of the description field.

    I understand the performance impact on the overall system of putting this feature in the "Global Search" box, hence my suggestion to make it an "Optional" search via checkbox.

    Because the invoice reference field was reduced to 255 characters (https://productideas.xero.com/forums/939198-for-small-businesses/suggestions/49018595-new-invoicing-remove-255-character-limit-for-ref), this would be the only way to be able to find…

    6 votes

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  17. The default on the trial balance report is one year. This should be customizable to make it easier for reporting extended and shortened accounting periods. It would also help more complex and larger businesses using Xero for their quarter/month-end reporting and analysis.

    4 votes

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  18. 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.

    4 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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  19. If we cannot put a warning against the bad payers, surely it cannot be that hard to be able to change the customers business names into another color (Red) So when you search or create a new invoice, alarm bells will ring and hopefully avoid more loss

    5 votes

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    Hi Todd, have you seen credit limits? These will allow you to set a limit to how much spending a customer can make with your business. When they reach that limit you can also choose whether to restrict invoicing for that customer. This may help with the scenario you're noting here.

  20. In New Invoicing can the Date field be left blank when in draft status as per previously. Regularly I create draft invoices and want to continue to be able to leave the date blank or to put tentative dates in before moving forwards int he process.

    31 votes

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