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  1. I've accidentally created a Small Business Depreciation Pool in the Fixed Asset section of a client.

    As far as I can tell there is no way to permanently remove or delete this, and it just hangs around forever?

    11 votes

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  2. Currently you can only see new notifications when they pop up in the menu. As soon as you click x, they disappear and cannot be accessed any more. It is useful to be able to look at old notifications - particularly for tax codes so that changes to tax codes can be double checked

    7 votes

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    Appreciate you raising the idea here, Sally. 

    It'd be great to understand when you say "dismissing" notifications, would this be by clicking the "x" icon in the top right hand corner of the notifications pop-up, or within the notification feed? Thanks 

  3. Can we include the Project field on the invoice summary screen - to help us manage whether a project has been allocated to an invoice but also manage potential duplicates.

    2 votes

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  4. Select/Highlight Xero web page details without automatically following link

    Most web links allow for text and links to be selected/highlighted by clicking, holding and dragging for additional options when the selection is right clicked (copy, print etc.)
    It seems unintuitive when attempting to select/highlight (clicking and dragging over text) items in Xero, such as invoice numbers, that the page immediately follows the link as though clicked.
    It is often useful to select text for simple copying, or highlight specific sections for printing on web pages, but this behavior prevents that basic utility.

    2 votes

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  5. When a company changes their payroll frequency to a new calendar there is no prompt to adjust the leave accrual.

    For instance, I recently changed my client from Fortnightly to Monthly Calendar.
    I adjusted each employee to the new calendar.

    On their Leave tab in the set-up of the leave accrual it asked the question:
    Hours a full-time employee works in a Fortnightly pay period
    When I changed the calendar to monthly this question changed to:
    Hours a full-time employee works in a Monthly pay period
    There was however no prompt to adjust the answer, the previous answer just transferred…

    3 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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  6. Have a paid parental leave pay item so that a balance can be input and 'drawn down' on. The employee and the employer have clear visibility on how much time has been taken and how much is left.

    Since STP PH2 compliance has come in, paid parental leave has just become an earnings pay item and not a leave pay item.

    The workaround of running the Payroll Activity Summary or Transaction Listing Summary report to keep track of the earnings processed for the employee, is onerous and not available to the employee.

    5 votes

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     ·  2 comments  ·  Payroll  ·  Admin →
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  7. When draft invoice/s are created via eInvoicing (Peppol network) will xero introduce the ability to call in/ match the invoice against a PO in xero (& subsequently mark the PO as billed)?
    Many of us are required to raise PO's for our purchases - so this would be a handy feature!

    5 votes

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  8. The Dashboard panel "Invoices owed to you" shows the number and total of
    * Draft Invoices
    * Awaiting Payment
    * Overdue

    Having a fourth line showing Unsent invoices would quickly notify users of those approved invoices which haven't yet been sent, whether intentionally or in error.

    4 votes

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  9. It would be nice to have the option to attach files when using cash coding on the bank. To attach a file, I have to go back to the bank recon tab, find the entry and then attach the file. This wastes a lot of time. A small attach file icon or the option to attach a file on the drop-down will save a lot of time.

    13 votes

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  10. I would like to track labour costs in project without invoicing them. The invoicing is done differently. It goes per bag packed, but I would like to know how much on labour it costs to pack the bags. Thank you.

    2 votes

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  11. We generally forward incoming bills for payment to Xero by emailing the bill to bills.b3xxxxxxxxxxxx@xerofiles.com) resulting in them getting queued in 'Draft' - which of course is a beautiful feature. At that point our finance manager will go through and process them to the point of Awaiting Payment (i.e. check them, allocate as appropriate, etc.).

    On occasion there is additional information people in the business may wish to communicate to the finance manager about this (e.g. where it should be allocated to, or other descriptive information/special instructions).
    Presently this requires a separate email to be sent to the finance…

    7 votes

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  12. Our new system separately invoices every job we complete. This gets loaded into xero invoices, ATM you can copy these individual jobs and they can be put on to one invoice, great.

    However Xero wont let you add more jobs to this invoice by the same copy facility.
    It only gives you the option of a customer name not an invoice number.
    I would like to be able to add jobs daily to this invoice and send my customer one invoice at the end of the week/month.

    14 votes

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  13. When entering invoices and the account is always "sales" (for example), I would like the option to set up invoices to automatically use the "sales" account? It is currently only an option by setting up item codes and/or setting up through contacts. I would like to see it automatically assign the account at the time of entering the invoice, instead of having to type in an item code. It will save so much more time and avoid errors by users selecting an incorrect account from the chart of accounts.

    9 votes

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  14. I mistakenly issued some invoices and had to void them. That made our invoice number sequence non-consecutive. This is a problem for my accountant here in Romania because we need to file the voided invoices as justification on using non-consecutive invoice numbers.
    I want to be able to print them as PDFs and the documents to be marked as voided.

    9 votes

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  15. The way that you can preset (and save) coding in spend money bank rules in Xero between "Fixed items" and "remainder items", it would be extremely useful to be able to do this with bills that are uploaded to Hubdoc.

    You would then also be able to save the multiline configuration in Hubdoc so that when the bill autosyncs with Xero it has the desired split between fixed and remainder items.

    Please see attached PDF. An example of this is where you have phone bill that has fixed business and personal items. The remainder of personal tolls, which differ in…

    3 votes

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  16. Ease of entering - ability to tab into 'Description' field when in 'Amounts are' field.

    Would be great to have the ability to tab to the 'Description' field and not have to double click

    2 votes

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  17. Ability to update and amend or assist as a user the cash flow prediction analytics function. Currently the cashflow analysis prediction function doesn't pick up a number of our regularly occurring expense invoices and sales invoices (also sometimes it has them coded as monthly rather than fortnightly etc). Result is that for us the cashflow analytics is very inaccurate and then not usable and as user we are unable to amend or update. But think it could be a good tool if we could work with it somehow to update the AI and predictions

    3 votes

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  18. Xero Me App

    When an employee is trying to enter the hours worked it only provides an option to do hours and minutes for the day worked, yet on the desktop it can be done simply as a decimal. For example we do 7.6 hours normal working hours with 0.4 hours going to an RDO bank for every day (except on an RDO).

    It just seems really silly to have to adjust it to an equivalent of minutes instead of the hours total, be it whole or decimal for each and every day. Can this be fixed to work exactly…

    15 votes

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     ·  6 comments  ·  Payroll  ·  Admin →
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  19. On Drafts there would be say 10 lines which is actually all for the same asset.

    Say I am building a product store. Using 10 different suppliers. Store, Erection, Floor, Building inside etc. I want to map all those together and register as 1 asset when done. This way the auditors see the whole store as one asset. Not 10 lines that I must show them. For instance "Thats the floor in that storage building"

    14 votes

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  20. Email allocation to different tasks for Xero-I think it would be beneficial to be able to allocate a different email address for a number of tasks, ie Invoices / statements have one, another for quotes and suppliers ie bills. I have a client that doesn't wish to receive every email for every aspect of the business as its not part of her role. Do you think this would be possible?

    2 votes

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