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  1. Given that we are now can add employees into different tracking/groups on Xero.
    It works well when we post a pay run and it puts all transactions in Wages expenses, super expenses, PAYG W and super payable, but not Wages Payable. Seems odd that it doesn't.

    3 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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  2. When assigning a bill line to a project, it would be good to also be able to select the Estimated Expense category from this same screen rather than having to manually add from within the Project. Or at least be able to bulk assign from the Projects screen.

    2 votes

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  3. existing threshold for Xero fixed assets is 500 - increase this to 5,000 to avoid having to use a separate app (which are clunky / expensive) to manage fixed assets

    9 votes

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  4. It would be great if we could open an approved expense, click "copy" to duplicate all the details but leave the attachment blank for a new photo, rather than needing to create a new expense and manually enter the same details each time.

    1 vote

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    0 comments  ·  Admin →
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  5. When entering a bill make an easy link to view historic bills which have been paid

    1 vote

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  6. The attached 'Supplier Statement' report has been 'retired'. Please consider reinstating this in Xero. We buy in euro and for financial audit purposes at every year end we need to issue this report. There is now nothing like this on Xero which makes no sense as we can't report without a mass of manual work to make a report outside of Xero.

    9 votes

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  7. Hi team

    We need Xero to be able to calculate tax correctly on part year returns for clients in Xero tax. Even though the date fields are available in your returns to show a part year, the tax is still calculated for a full year so the assessment from IRD differs from the return prepared in XPM.

    Currently the only option is to file via myIR which is really not good enough.

    13 votes

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  8. Currently, when you assign a leave type to a new employee, for all leave types other than annual leave and personal leave you have to go into that leave type on the employee card and manually change the leave settings to what should be the default for all employees. For example, RDOs should always be paid out on cessation of employment, but the default setting is "not paid out", and I cannot change the default setting, only each individual's settings.

    I should be able to set what the default settings are, to reduce the likelihood of stuffing it up.

    3 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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  9. I would like to have more reference columns for both invoice and credit note.
    It would be good if we can actually be able to state PO no. and reference separately.

    15 votes

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  10. Customer/recipient view of invoices on mobile should display price/quantity/VAT.

    Majority of our customers review their invoices on mobile browser. We use zero-quantity line items to include extra information/detail in our invoices, but the new format cuts out price/quantity/VAT when viewing an invoice on mobile, so these lines appear blank/empty.

    Other invoices, where customers want to review the price and quantity on their invoice, not just the line total, are similarly inaccessible.

    Understand that these areas have been removed to keep the mobile invoice condensed, but it now means key information is missing from the invoice, and is resulting in more…

    2 votes

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  11. When resizing my browser window, many of the Xero screens (including Bills, Timesheets, Invoices) do not resize. Instead they chop off on the right hand side. There is not even the option of a slider to get over to the right.

    I have tested this across two browsers IE and Chrome. Frequently I am working on a laptop with a small screen and this is really annoying. I would rather they scale up or down when I make my browser larger or smaller.

    7 votes

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  12. We use Analytics Plus Short-term cash flow projection, and it is great.

    Given the GST returns are generated through the information entered into Xero (Bills & Invoices etc.), and the payment date also known, is it possible to incorporate a prediction of the future GST payment?

    10 votes

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  13. I have noticed that when you are preparing to send an invoice via email in Xero that you can now add new addresses in the TO, CC and BCC lines. This is great.

    However, I have noticed that ALL contacts are available to add here. It would be safer to only allow the contact email addresses associated with the contact name on the invoice. It is too easy to add the wrong address and potentially send invoice information to the wrong client.

    If other people needed to do this, perhaps a tick box could be applied to allow ALL CONTACTS…

    2 votes

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  14. Please bring back the ability to send a Remittance Advice to those companies that were paid.

    2 votes

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  15. Be able to bulk-edit Branding themes, due dates, and Descriptions, assigning projects for invoices

    4 votes

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    Hi Yumei, a few different bulk requests in the one here. 

    In terms of branding themes when you say you'd want to bulk update branding would this be detail within your branding themes, or the branding applied to invoices in Xero? If the latter, perhaps you'd find setting a default from your Contacts record a useful way to edit this? 

    We try to keep individual ideas separate so our product teams can get a good understanding of exactly is being asked, and others in community know what they're voting for.

    You'll find existing ideas for some of your other points below, that you may like to join and vote for. 

  16. An option to add a column (Received by) to PO menu.
    This will display that an order was received form the menu rather than clicking in to each individual PO to fond out.

    1 vote

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  17. Can the data be access in a read-only mode for cancelled subscriptions?
    Often historic data has to be referred to but once a subscription is cancelled, you are no longer able to view any of the data.
    To differentiate between active and cancelled subscriptions the company can be marked in red.

    2 votes

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  18. When I reconcile an expense and attach a receipt, if I then assign that expense to a customer, I have to upload that receipt again to attach to invoice, can this not be changed? If an expense has a receipt attached, when this is assigned to a customer can it not just bring receipt along with it?

    2 votes

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  19. Only users with Advisor level access should be able to post manual journals; or have another permission setting so that we can turn the ability to post journals on or off depending on the user's skill level (some clients we work with would understand the concepts, but the majority do not even though they think they do).

    2 votes

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  20. As above - in the drop down on the main screen that allows you to create new items, please add 'expense claim'

    1 vote

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