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  1. Ability to make it compulsory to assign project to invoice.

    2 votes

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  2. At the moment I am adding employee costs (wages) into xero projects.

    We have an option with bills to assign a project to that bill be awesome to be able to assign hours worked (with cost) to each of our projects in the timesheet section, and to set per line be good.

    eg;
    Monday project 1 - $250
    Tuesday project 2 - $300
    wednesday project 3 - $250

    21 votes

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     ·  7 comments  ·  Payroll  ·  Admin →
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  3. Bank reconciliation - A report that will show each bank transaction and then which invoice it has been reconciled against, as a way of having a quick way to check something has been reconciled incorrectly. Currently, the only way is to view each transaction through the account transaction report.

    8 votes

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    Good to hear you're aware of how you can run the Account Transactions report to view this information, Catherine - Is there a reason or something missing from this report that would help you when reviewing transactions? 

  4. Please allow timesheet approval as a sub option to payroll admin in the user set up, similar to "invoice only" option in the business and accounting setup. We have employees on labour hire contracts that need to submit their hours to the client supervisor for approval so that we can get paid. We want to be able to add the client rep without giving them full access to payroll. The only current work around is to add them as as a "Contractor - Non Employee" in Xero Payroll

    5 votes

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     ·  1 comment  ·  Payroll  ·  Admin →
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  5. VAT201 Report (ZA) - A SARS requirement is to have sequential invoice numbers. The invoice numbers are not displayed on the VAT201 report, only the customer reference number, if there is no reference number, then the customer invoice number is displayed. Can we please have a column for the customer invoice number or only have the customer invoice number listed.

    18 votes

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  6. Document reference number could be modified & next number is shown is recommended.
    Eg.
    - Invoice number could be customised into "INV yymm-***", same goes to payment, receipt, credit note so on.
    - to shown next number under the reference number.

    2 votes

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  7. Hello, across the board of GST xero users, are you able to make a pop up show on a companies Dashboard notifications. That tells them a GST period has ended that they can start working on their GST now, instead of getting notifications late or close to due date.

    7 votes

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  8. It would be useful if it were possible to restrict the posting of journal entries to specific users.

    25 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?

  9. Current size limit of attachments able to be sent with invoices is 7MB.
    Businesses that are required to send PODs with their invoices and that are photographs of the POD's reach the limit of the attachment size after 2 or 3 photographs.

    Email limits at the moment through gmail, outlook etc are around 20MB+ so there is a work around, however makes it much easier and more streamlined to send via Xero.

    7 votes

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  10. When I am manually entering a contact bank account number, I find it disconcerting to be warned to enter the bank account number after I leave the BSB code field. But I HAVE to leave the BSB code field in order to move to the Bank account number field! Leaving the BSB field is not a mistake!
    I think the warning would be better triggered if you attempt to click on 'Save & close' without completing both fields.

    5 votes

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  11. 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

    16 votes

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  12. Bulk download of invoice PDF files (not export csv)

    Currently after doing a search, what I understand the current process is:
    - Going under Paid / Unpaid tab under Invoices
    - Checkbox all and select print
    - But this clumps ALL the invoices into a single PDF file instead of one file per invoice number
    - Using an online tool to split the invoices. If your invoice is more than 1 page long, you'll need to manually merge them back.
    - Alternatively, manually clicking each invoice link, hitting the Print PDF button. Going back and repeat every invoice.

    What I…

    23 votes

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    Thanks for stepping out the process for others here, Vicky. You're correct in the way this currently works. 

    It'd help when sharing back with the team if you could share more detail of why you'd like the ability to export in bulk but create individual files. What would this help your business do? 

  13. 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.

    32 votes

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     ·  10 comments  ·  Payroll  ·  Admin →
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  14. Ability to schedule time for repeating invoices to be generated and sent.

    Purpose: To make repeating invoices are generated and sent to the contact/supplier/customer’s preferred time.

    85 votes

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  15. Issue - Bank Transactions Auto Deleted by Xero System

    Hi Xero, i would like to suggest, please add 'Deleted' status in filter function. Because recently i just imported approximately 10,000 transactions into xero and it stated there 150 are duplicates and auto deleted by xero system, which is not duplicates actually. To find one-by-one, page-per-page really become troublesome for us in Statement Lines section and require lots of time. Also i have tried to open the one i just imported in Statements section, it keeps showing error code 500.

    Therefore, the other workaround would probably to find deleted transactions using…

    4 votes

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  16. We would like to have the option to show annual salary for a particular staff's payslips only and not to all employee's payslips.

    7 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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  17. The attached post indicates that Xero has delivered the ability to hide archived files by unticking the "Show Archived" box in the account transactions report and then saving it as a custom report. I have tried this, but it doesn't work. Every time I go into my custom report which should have the Show Archived box unticked it is always ticked and the archived accounts are showing. Could you please look at this again.

    8 votes

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    Hi Sally, appreciate the image back to the earlier update you're referring to here. Is it possible that the custom report you're using was saved prior to the update and needs updating with any new setting changes and then saving again to hold these for future use? 

    If you're still finding the same behaviour, I'd highly recommend raising a case with our team of specialists at Support so they can dive into why settings you've saved in a custom report aren't being applied. Thanks 

  18. added documents to a repeating sales invoice template, copy into the repeating invoice

    38 votes

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  19. When you import a tax invoice file you get to select when the invoice amount are either Tax Exclusive or Tax Inclusive.
    The default radio button option is always set as Tax Exclusive.

    It would be nice to be able to change this default setting so that the default option can be set to tax inclusive. I know it's a minor thing and while it might not save a lot of time, if all of your tax imports are GST inclusive, having the option to have this set as default so you don't have to remember to change it would…

    4 votes

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  20. 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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