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  1. When suppliers are paid, the payment is given a reference, and this is then used to file paperwork. We can no longer see the payment reference when reviewing paid supplier invoices. Please bring this back.

    3 votes

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  2. Xero needs to have an option in either Income Type or Tax Scale for employees on the Seasonal Worker Program, ie PALM Workers, so that the system automatically taxes them at the flat rate of 15%.

    At the moment I have approx 33 such employees and I must adjust their tax in every single payrun.

    The ATO have a specific code (W > P) that should be used for these workers under STP Phase 2 reporting. I refer you to the table at the following website page: https://www.ato.gov.au/Business/Single-Touch-Payroll/In-detail/Single-Touch-Payroll-Phase-2-employer-reporting-guidelines/?page=5#Tax_treatment

    4 votes

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    0 comments  ·  Payroll  ·  Admin →
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  3. It would be excellent if employees could add the time used in a project to their timesheet via Xero Me.

    They have the assign project/s showing in their timesheet where they can add the hours used on it.

    For example:
    Monday
    Ordinary hours- Idea court project: 4.5h
    Ordinary hours- Flower street project: 3h

    Tuesday
    Ordinary hours- Idea court project: 7.5h

    Wednesday
    Ordinary hours- Flower street project: 5h
    Ordinary hours- Cloud avenue project 2.5h

    And so on. Then of there is overtime they could add that as same way then the ordinary hours.
    Also when the assigned employee adds the hours…

    12 votes

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  4. I want a payment report of invoice payments made into my bank account, the report would show date of payment, method of payment and actual .

    29 votes

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  5. Payroll/Wages Payable Reconciliation
    It is quiet difficult in Xero to find out wages payable error done because there is no system of matching wages payment with the payroll journal at the transaction allocation stage.
    e.g. as we get the suggestions to allocate a payment received against an invoice, it should be similar with the wages.
    If there is any over/under payment it will be detected at the transaction allocation stage as there won't be any matching payroll transaction existing. This feature is there in MYOB. This is the only reason where I find MYOB better than Xero.
    Sometimes client does…

    5 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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  6. Add an expense date to a project

    When you enter expenses under projects, a date is required. We would like that date to appear on the invoices.

    8 votes

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  7. I would like to ask if there is a possibility of having on suppliers' and customers' activity bar (please see attached screenshot, what I mean) and one more column - bill/invoice description? I used to work with QuickBooks, and they had this feature, which was very helpful.

    6 votes

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  8. It would be great to be able to change an existing payrun (without using an unscheduled one) and submit an additional FPS relating to that month. Also being able to submit an additional FPS relating to a month that has already been submitted and no changes made, but sometimes HMRC pulls through the data incorrect their end and they need just an additional FPS submitted to pull it through correct but this is not possible currently.

    16 votes

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     ·  1 comment  ·  Payroll  ·  Admin →
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  9. Currently, if you change the address of a contact, old invoices and bills will show the new address and not the old address.

    It would it be good if the old documents can keep the old address. It is because having the old address is a piece of evidence to show where the goods have been delivered to. It is important to show that to the tax authority and auditors where the goods are delivered to determine the GST/VAT type, etc.

    pls look into this. thank you.

    75 votes

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  10. Please enable the Microsoft Word function SKIPIF for use in docx invoice templates. Currently, we can use the "IF" function in customized invoices to skip item records according to its ItemCode, but as noted by another user in the Microsoft Office discussion, a blank row will still appear for records that meet the filter test. Read a detailed discussion of the issue here: https://answers.microsoft.com/en-us/msoffice/forum/all/microsoft-word-mergefield-code-to-skip-certain/3414ecba-e0c9-46aa-90bb-b5a205d25f5a?page=1

    3 votes

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  11. The repeating invoices that go to draft should have an option of saving for the next repeating invoice for that client. If you dont edit the invoice before it goes to draft eg: to increase an annual charge, then it does not save for the next time that repeating invoice comes up. Either that or give an option for a repeating invoice that has been delited to repeat again.

    7 votes

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  12. Just like the "Drop or click to upload files" area below this text box, I'd like an area within each transaction that I can use to upload an invoice or receipt. Rather than clicking the add document button and searching through the file hierarchy.

    17 votes

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  13. Need to be able to remove a leave type for employees. Ie an employee is entitled to 4 weeks annual leave p.a.. They have renegotiated their contract and are now entitled to 5 weeks AL p.a. I've set up a new leave type to accrue 5 weeks p.a. for this employee and asked that they use this option when submitting future requests. I have changed the AL 4 week code to No Calculation for this employee, however it still appears as an option when they request leave. I would like to remove this as an option because they continually inadvertently…

    15 votes

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     ·  3 comments  ·  Payroll  ·  Admin →
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  14. It would be useful if it were possible to restrict the posting of journal entries to specific users.

    24 votes

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    Hi Margaret, thanks for raising your idea here.


    Just want to add that it's only possible for adviser or standard + reports roles to view, edit or post Manual Journals. 


    Does that change your idea here at all?

  15. It would be nice to have a few custom fields, attached to a product or service.

    13 votes

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  16. Suggest being able to turn a bill to pay directly into a prepayment or better yet a part prepayment.

    The Bills to Pay function doesn't work well (at all?) for prepayments - if a draft bill is received there is no workflow to set it as a prepayment recognised by Xero (although you can set the account to debit as a prepayment). Suggest adding "Record as prepayment" to the bill options drop down.

    Even better would be the functionality to record the bill as a part prepayment, many of our bills are for annual service delivery, therefore the bill will…

    7 votes

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    Hi Matthew and Anthony, appreciate perhaps not as streamlined as you'd like here there is the ability to apply a prepayment to a bill. 

    In Xero, you would enter the bill to recognise the expense, payment itself would generally be recognised through the bank account when reconciling which is where you can create a prepayment and then apply the credit to the bill.

    Alternatively, if you'd like to do this from the bills screen, you could use the create icon (+) in the top blue navigation and select Spend Money when redirected you'll want to switch the 'Spent as' to Prepayment from Direct Payment. 

  17. It would be super useful to add the xero organisation name to the subject line of emails sent from recipients of online invoices so firms with multiple xero organisations can see straight away, which xero organisation the contact belongs too, when they submit an email query via their online invoice link.

    2 votes

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  18. It would be great if the receipt analysis tool on expenses was able to identify weather a receipt is a VAT receipt or not based on the inclusion of a VAT number or a VAT amount itemised.

    3 votes

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  19. Would it be possible to up date the CIS feature to have the reports that are filed through Xero to HMRC be automatically saved into the filed with HMRC section so that you can see the original return that was submitted if you have had to update it. Returns are not saved on HMRC if they are submitted through Xero.

    5 votes

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  20. Please re-work the Employee Contact Details report to include ALL of the information available in the employee bulk upload template and in the same format. Also add email address to the bulk upload format as it is already in the Employee Contact Details report.

    When a client undergoes a restructure, the employees must be copied into the new file. It is EXTREMELY time consuming to type it all.

    You have the start of a great export/import ability, it just needs a little bit of attention and it would be perfect.

    25 votes

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     ·  10 comments  ·  Payroll  ·  Admin →
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