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  1. Having the option to include a digital signature in the report templates, the ability to paste an image into the text section would suffice for this. Useful for the statement of disclaimer where the firm needs to sign off every report. Currently the only way to do this is by exporting the report to a PDF manager and pasting the signature in.

    46 votes

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  2. 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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  3. When reviewing the 'Account Transactions' report in Xero there is an ability to filter by 'Source' type. However, only the 'Select all' option includes Payroll Expense Journals.

    Considering I can filter around every other transaction type, I don't see why Payroll Expense Journals can't be added as a source option?

    I know exporting to Excel works as a workaround - but considering every other source type is available adding one more shouldn't be difficult?

    5 votes

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    0 comments  ·  Payroll  ·  Admin →
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    Hi team, appreciate recent feedback when we recently merged this idea to this one. Understand that there's a bit of a difference in what's being asked between the two ideas, and we've unmerged to continue to track these ideas separately. 

    Being open there are no current plans to add a filter for Payroll expense journal to Source, however we will continue to get a sense of the interest in this and let you know if any progress is made, here. 

  4. Simply to indicate within payroll when payslips have been emailed out.

    16 votes

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     ·  4 comments  ·  Payroll  ·  Admin →
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  5. 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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  6. Ability to tick/select invoices over multiple pages.

    Purpose: To save users time when they’re doing batch deposits.

    101 votes

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    Hi community,

    I wanted to let you know that the product and tech team have been following this thread and have been listening to your interest in the functionality. We do understand the frustration it’s causing when dealing with a large number of invoices awaiting payment. Your time is valuable, and the challenges you’ve encountered are not reflective of the seamless experience we aim to provide.

    However, we are not able to build everything at once. And as a global business with many requests for our different regions and needs, when it comes to payments, we are prioritizing first improving the online invoicing experience to allow more payers to pay online. That is the most critical functionality as we know those using online payments, get paid faster. There are still some critical needs here.

    This idea is on our radar though, and as we work through the priority list, it…

  7. 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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  8. Filter history and notes by Action and display sales invoice number. Enable the report to export the to Google Sheets/Excel.

    20 votes

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  9. Ability to have an alert in Xero when a Quote has been accepted

    15 votes

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  10. Ability in payroll to reinstate terminated employees past the 30 days Xero currently allows. Many businesses have seasonal workers or students who just work holidays, being able to reinstate the employee with all their information would be much easier than having to add them as a new employee every time they are re-employed. Most other payroll systems allow reinstatement of terminated employees.

    9 votes

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     ·  6 comments  ·  Payroll  ·  Admin →
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  11. 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. 

  12. 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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  13. 24 votes

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  14. For some clients we use Xero's Postponement and Eligibility letters. This has proved very useful but currently the letters cannot be customised.

    We have a client for example who pays a higher employer contribution percentage than the standard. The letters however, only show the standard percentage's despite the settings being different to the standard. We also have a client who has asked for their company logo to be added to the letters.

    After speaking with Xero Central I was informed that the letters currently cannot be customised and don't pull from the pension settings.

    If this could be looked into…

    25 votes

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     ·  1 comment  ·  Payroll  ·  Admin →
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  15. I need the option to auto reverse repeating journals to be available. This is neccessary for accruals.
    Auto reverse is available on regular journals but not repeating.

    9 votes

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  16. I would appreciate to see when you create a PO that everything from the Invoice gets carried over to PO and then to Bill

    4 votes

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  17. In the new bills view, compact view on bills awaiting payment has the same spacing as regular view on the all bills page. The padding around the tickybox doesn't change, so the padding in the table cells isn't compacting properly on pages with tickyboxes. Consistency between formatting on different grouped pages is a basic requirement, as is testing all pages within a category for unintended impacts of CSS changes.

    1 vote

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    Hi Freya, rounding back across your idea here I wanted to check if you're still noticing this behaviour? The page should be responsive, so if you're only viewing on part of the screen you shouldn't find contents spilling over the table. Appreciate you trying to share a screenshot here, however if you're still getting the same as you've noted I'd recommend raising this with our Xero Support team so our specialists can investigate and escalate to our team if needed. 

  18. Adding a Categories/Tracking column to the transactions Dashboard. this would highlight the fact that a category label is missing. so when running the budget variances the report would include ALL the transactions for a specific category.

    3 votes

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  19. Enable return journeys to be entered as one claim using th3 map option.

    8 votes

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  20. It would be great to have the ability to copy a contact in order to create a new one We often have the same agent representing various clients, and creating a new contact for each one is cumbersome. The option to copy an existing contact (making changes to the name or account number but keeping the address, bank details etc) would be extremely useful.

    38 votes

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