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  1. After reporting a bug (can no longer preview contact files) I was given the following response :

    "As you’ve found, right now it’s not possible to preview contact files anymore. You can however, download it and view it instead.
    I’ve included a link to Xero Product Ideas where you can view and support current ideas or create a new one to share your thoughts."

    When something breaks you fix it. You DO NOT pretend that fixing it is a "New Feature" - that then needs requested and voted on.

    3 votes

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  2. Please can you send the name of the 'leave approver' to Finlerts LeaveCal integrated app. We get leave approval email notifications via their Xero add on and it would be really helpful to know the name of the person that approved a staff members leave application.
    There has been cases of team leaders with leave approval permissions authorising their own leave so this would help us monitor these situations.

    3 votes

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    0 comments  ·  Payroll  ·  Admin →
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  3. Change to New Trial Balance

    If the trial balance is set to cash rather than accruals I can no longer see the depreciation and accumulated depreciation accounts. This is a pain for clients who report on a cash basis but still have depreciation. These accounts should appear on cash or accruals as this does not effect whether it is claimed in the tax return.

    4 votes

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  4. Could the 'overview' page of the contact show all the contacts/persons associated with a Contact Account, not just the 'first' one?
    We have 2 or 3 contacts/persons on most of our accounts, it would be nice to be able to see their names/emails on the company overview page, rather than having to click into 'Edit' to find these details.

    20 votes

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  5. Currently eInvoicing attaches the user's email address to an eInvoice. So that we can centralise how we track our invoicing, we would like to change this to our generic email address xyz@entity rather than name@entity. It would be great if there was a drop down button added to eInvoicing to make this change.

    8 votes

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  6. I'd like categories for my products and services
    ie: tees, hoodies, pants etc
    So I can click into the hoodie category and see all the hoodies I have

    66 votes

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  7. We have imported the Fixed Asset with wrong depreciation rate into XERO FAR side.
    Due to this we are depreciating some of our assets with wrong depreciation charges for last 3 financial years.
    Does anyone know in that platform how can we correct that for previous period?
    This include financial year from 2020 - 2023. All ideas and suggestions are appreciated.
    Thanks.
    Hassan.

    2 votes

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  8. Ability to create a record work done for a customer/client as a unbilled/delayed charge that has a pop up notification when an invoice is been created for a customer/client. Xero has a record of billable expenses but amounts on invoices are not always linked to a billable expense or time record.

    This will avoid multiple invoices been issued to customers/clients and eliminates the possibility of "forgetting" to bill a customer/client for work done.

    Quickbooks Online has this feature which is extremely useful.

    2 votes

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  9. Appologies in advance for my frustration.

    Are Xero considering providing a Gender Equity report in the future?
    I raised a case for our HR Dept last year and the answer from Xero was no.

    If any community member has any short cuts on gathering this info, please respond to this post.

    I am wasting so many hours trying to gather the required data from your available reports.

    In April I exported Employee contact details to export & sort.
    This morning I have been exporting Renumeration data and then sorting deleting non date range required emplyees. Due to no date range…

    7 votes

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     ·  1 comment  ·  Payroll  ·  Admin →
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  10. When generating the Payroll Activity Summary report, it would be good if I could select certain employees.

    Currently you can only choose an individual or all employees.

    59 votes

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    21 comments  ·  Payroll  ·  Admin →
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    Hiya everyone, as you may have seen we've released a new version of the Payroll Activity Summary report for AU and UK versions of Xero payroll. While it's still not possible to select multiple individual employees to run in this report, what you can do is run the report for an Employee group.

    At this time we don't have plans for developing the ability to select and run the report for multiple employees, however we'll continue to track this here and update if there's any progress.

  11. We would like to indicate a specific percentage of retention money held by our client on our sales invoices to them. This retention is then payable to us after a specific amount of months.

    We also need a way to keep track of the total amount of retention held by a client

    34 votes

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    Hi community, in lieu of having a direct feature for this I wanted to highlight the option shared earlier on in this thread (Thanks Peter!) for those it may help.

    As mentioned, currently you could enter a separate line on the invoice, with a negative amount for the retention value, and code this to a 'customer retentions' account in the Balance Sheet. You could also add a comment in the Description field, indicating the cumulative retention value.

    The Account Transactions Report can then be used to manage the values being carried forward. 

    Being open, this isn't something we have planned for development at this time, however we'll continue to gather the interest here, and if there's any changes we'll let you know. 

  12. when pulling Payoneer transactions to reconcile, pull also the transaction ID, not just the payee,date, amount etc. seems rather basic, but it's very much needed.

    1 vote

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  13. The ability to add a Project (Revenue) Variation would be a huge help.
    If one can add a project (cost) variation using a Task, adding a Revenue variation should be achievable in Xero

    3 votes

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  14. Bank : I work in practice an an issue I see day in and day out is unreconciled Account Transactions. Unlike the 'Reconcile' tab, there is no number in brackets to indicate how many unreconciled Account Transactions there are to prompt people to look at it.

    Most of my clients didn't know about the Reconciliation Report, all they concentrate on is getting the number on the 'Reconcile' tab as low as possible.

    I would really like to see the number of unreconciled Account Transactions to appear on this tab.

    14 votes

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  15. Unscheduled payruns - the ability to not include pending leave. When processing bonuses etc, Xero automatically puts in the up coming leave even though it is not appropriate to be included in this unscheduled payrun and should be in the standard payrun. Because we pay monthly this only exacerbates the situation. To have the option to not include the leave in that payrun would help with this.

    30 votes

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     ·  9 comments  ·  Payroll  ·  Admin →
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  16. In reports - allow accounts to be be shown in number code order rather than in alphabetical account name order when grouped using codes in the edit layout area.

    8 votes

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    Gotcha, thanks for rounding back, Kieran. Get where you're coming from especially if you often update or add accounts. 

    We don't have any immediate plans around this but we'll keep an eye out and let you know if there's any plans to change, here. 

  17. Possible to manually adjust the tax amount on the submitted expense claims?
    The tax amount is not adjustable to match the actual tax amount reflected on bills/receipt especially for decimal difference.

    6 votes

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  18. As a DE User we would like to be able to upload a file to the bank creating the direct debits associated with subscriptions or payment plans. (The converse of the supplier payment batch file.)
    The functionality exists already, including the space for the client's BSB and Account number; and the capacity for "strip invoicing" so this should be a relatively quick and easy job.

    6 votes

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  19. I believe being able to update all fields to show the word Estimate rather than Quote would be extremely beneficial. I have been able to update all except for the wording of Online Quote Link

    14 votes

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  20. Hi not sure if it is available, but can you add WhatsApp to clients? It would be great if one can email and WhatsApp client invoices and statements, directly from the online portal.

    6 votes

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