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  1. Before posting a payroll, when you run the "Payroll Activity" report, include the leave entitlements about to be posted not just the pay items.

    So when you download a report to do a final check before posting payroll you can check ALL payroll activity not just half of it !

    2 votes

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    0 comments  ·  Payroll  ·  Admin →
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    Hi Kristen, appreciate you sharing in product ideas here. While this isn't something we have plans for I wanted to confirm you can currently check leave accruals by clicking on the employee's payslip prior to posting the pay run.

    Once the pay run's posted, before it's filed, you could run the report and find any issues, and revert it back to draft to make changes if necessary.

  2. In the Accounts Transactions Report - Show all related accounts to include ALL split transactions regardless of how many there are.
    The current Report only display the first few, (please see upload) current format is not fit for purpose. Please under show related accounts, include split transactions not just the first few.

    2 votes

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  3. The current Statement Exceptions report in the Bank Reconciliation report pack doesn't differentiate between statement lines that were deleted individually and statement lines that were deleted as part of removed an entire statement. Both are listed as Deleted (Manually).

    It would be helpful if the report marked these types of deletions differently since only individually deleted statement lines still appear on the Bank statements tab/can be restored.

    1 vote

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  4. When I reconcile a transaction in my bank account I can enter a "Why". I.e. Gas for Youth Hostel. So when I have multiple transactions to the same customer, under the same Chart of Account I can differentiate them.

    However, this data entry can not be pulled into a report. This is really hampering my ability to differentiate my transactions.

    5 votes

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    Hi Stephen, is there a specific report you've been running to try include this data? 

    When creating a transaction during bank rec, the 'why' is saved as the description of the transaction. You should be able to  run the Account Transactions report to view this detail in the Account you've coded payment too. Let me know how you get on. 🙂

  5. With PayNow, we want the customer to use our stripe and pay on the quote. The idea behind this is that customer pays and then we send the product and issue the invoice. If we issue the invoice and then customer changes mind and doesn't pay, it will be a problem and we need to delete the invoice. So, adding Pay Now to the quote will solve this problem.

    8 votes

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  6. We need to pay two different groups of employees from two different bank accounts. Having to change the payroll settings each time I do a pay run (to change the bank account) leaves far too much room for error. Can there be an option to select which bank account you want to use for each pay group PLEASE!!?

    28 votes

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     ·  11 comments  ·  Payroll  ·  Admin →
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  7. automatically generate invoices on quote acceptance and then autosend it.

    35 votes

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  8. Xero Expenses - Limit the selection of VAT rates available for employees to select (we have a client who has domestic reverse charge, reverse charge and other VAT rates that the employees will never need to select and therefore it would be better to reduce the available list for them to select from otherwise they are more likely to select the wrong rate)

    1 vote

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  9. Currently, it seems that business owners with more than one company need to purchase separate subscriptions for each entity.

    Whilst this may be a good solution for users with one or two entities, it becomes very expensive (and in some cases prohibitive) for users who own multiple entities to make use of Xero as an accounting service. Additionally, "overall financial position" metrics / reports currently need to be purchased separately - which further increases the cost for business owners.

    I would thus like to enquire whether it would be possible for Xero to create either a license option to that…

    10 votes

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  10. Invoices cannot be sent multiple times by e-invoicing - any invoice that was sent by e-invoicing can only be sent again after that by email. This is fine; that ensures that my customers don't have a billion copies of the same invoice in their drafts.

    However, this is also true of invoices where sending by e-invoicing failed and the customer has not received the invoice at all.

    I would like the ability to send by e-invoice to reset when the original attempt fails, because the only workaround I've found involves deleting and recreating the invoice with a new invoice number…

    9 votes

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  11. A feature for businesses to submit their own tax returns would be great. I already prepare and submit my own GST returns via Xero and it's really easy - just the push of a button. A similar feature to enable me to prepare and submit my own tax return, without needing to go through an accountant, would be really good as the technology is now here for us to not need expert advice so much in this area now and this will only increase with the rise of AI.

    4 votes

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  12. Projects in progress list must show the total uninvoiced amounts also.

    16 votes

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  13. I generate invoices from the Xero app. Quick and easy. I would like to generate a receipt from my iPhone app as well after a customer has paid. At present you can only do this via the website.

    15 votes

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  14. Xero Payroll Journal non-cash option for the Cash Summary

    Currently all transactions from the Payroll Journal will pull through to the Cash Summary Report. The information that pulls through doesn't differentiate what has being paid from a bank account or non-cash.

    Suggestion to add a functionality in Xero Payroll and exclude certain items from the Payroll Journal from automatically showing in the Cash Summary Report.

    1 vote

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     ·  0 comments  ·  Payroll  ·  Admin →
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  15. To be able to Assign & invoice a billing client within blue Xero. It’s not unusual to have a central billing agency looking after subsidiaries accounts so the ability to bill the agency while having the subsidiary with thin your system to raise the invoice against would work well.

    1 vote

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  16. Typically Xero calculates all PAYG tax to be withdrawn from employees to the nearest dollar. Correct. However, the same check isn't in place if you manually add extra tax. In the past, I included extra tax to be withdrawn from an employee and included cents in the amount. At tax prep time, this caused a headache for my accountant. Xero could easily prevent this each time or warn you closer to the end of financial year to get back on track with zero cents.

    1 vote

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    0 comments  ·  Payroll  ·  Admin →
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  17. BNZ do not provide receivers with online access to accounts. Xero only allow BNZ bank feeds to be updated online. Receiving timely access to transactions is very important but BNZ & Xero have decided to cease this feature and not provide a solution for all customers.

    1 vote

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  18. Have "My Cases" clearly accessible and visible through the main Xero Dashboard rather than having to go to a completely different URL

    9 votes

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  19. It would be great if you could view the contact name and primary person when searching contacts, not just the contact name.

    21 votes

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  20. Xero has the facility to look up UK addresses by postcode when entering new contacts etc.

    Unfortunately it usually makes a such a mess of the address, I end up editing it all again anyway!

    • UK Postcode lookups can return a Company Name (e.g. if there are multiple companies registered at the same address.) Xero adds this company name again to the address. In our case, that is a duplicate of the Contact name, so we take that out to avoid it appearing twice.

    • UK Postal counties are obsolete and should no longer be used in postal addresses. Royal Mail…

    6 votes

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