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  1. A report to show the company's redundancy liability. This would show employees who have been in service for 2 years which are eligible for redundancy. It would need to state the employees name, payroll number, how many full years in service they have given, their average weekly pay over the last 12 weeks, their age. It would be great if the report could then show the actual liability amount where anyone under 41 years old would be paid 1 week per years in service and anyone over 41 would be paid 1.5 weeks per years in service. It should also…

    1 vote

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     ·  0 comments  ·  Payroll  ·  Admin →
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  2. New Invoicing - currently wont allow me to send an invoice (as a reminder for payment) if it is in a locked period. Which i don't understand as it is not affecting the accounts in any way.
    It is very time consuming having to download and then email from google, rather than straight from Xero as before.

    1 vote

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  3. Increase the number of tracked inventory from 4000 to more, potentially on tiered plans.

    1 vote

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  4. A way to mark contacts as " preferred suppliers",( traffic light colours?) and a way to attach a document to this contact such as a hire agreement/ contract/ agreed rates/insurance documents etc.

    2 votes

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    Interesting idea around being able to mark suppliers as preferred, Catherine. It'll be good to get an understanding of the interest in this here.

    In terms of contracts, you can currently upload files to a contacts record which is where you could upload any contract, hire agreements, rates etc.

  5. Payroll:

    Allow changes to employees' regular earnings details even when a draft pay run is in progress. If an employee's rate needs to be changed, they should be unticked or deselected in the draft pay run.

    Currently, the entire pay run needs to be deleted, even if only one out of fifty employees needs a rate change, doubling the time spent on preparing the pay run. All calculations for overtime, leave, reimbursements, and deductions will need to be redone.

    Hopefully, this can be considered.

    Thanks!

    4 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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  6. The ability to do budgets by GL account number. It's very perplexing this is not available today!

    74 votes

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  7. When a leave request comes in for approval and the employee can take leave in advance (the box is ticked), it should show you how many hours the employee has available. This amount should be the number available minus the leave balance that has already been approved in the system. The leave balance report is only useful when employees can't take leave in advance in their first year. It's a challenge each time (especially leading up to Christmas) to calculate leave that is available before approving the request because you have to review how much leave has been approved in…

    150 votes

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     ·  10 comments  ·  Payroll  ·  Admin →
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  8. This should be automatically added to your account, rather than having to save to Xero manually each month

    600 votes

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    Hi everyone, leading on from my last update we have now released improvements to eInvoicing for those in the UK! With the latest change you'll now find we've made it easier for you to opt-in to receive your Xero subscription bill via eInvoicing. You can now do this from your online invoice (My Bills page) instead of through the Billing contact page. Helping save you time and reduce manual data entry every month.😁
    We understand there are other regions that'd still like to see this functionality developed and we'll shift back to submitted and share when there is news of moving this further afield.
    We also wanted to address the recent comment of data sharing - We'd like to confirm that Xero do not share data with Peppol.com. We use the Peppol network and the subscription invoices are sent using our wholly owned provider, Tickstar.

  9. Be able to run depreciation as MACRS in Fixed Assets.

    7 votes

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  10. Searching for transactions:
    It would be very helpful to have the option to search for debits or credits only when searching for a specific transaction in the bank feed.

    7 votes

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  11. Live timesheet entries will be awesome, instead of having to wait a whole fortnight to check entries from Xero Me(only when submitted), we can check them daily or on a regular basis.

    2 votes

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     ·  1 comment  ·  Payroll  ·  Admin →
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  12. HubDoc - Audit Trail

    We desperately need an audit trail for documents in HubDoc. We need to know who viewed a document when, who published when, who archived it and when, etc.

    10 votes

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  13. Xero recommends creating a new, duplicate employee record when a terminated employee returns to the organisation. This can also happen when an employee switches from permanent to casual, as they need to be terminated to pay out annual leave.

    Due to HR add-ons that make the issue of setting up a new, duplicate employee in Xero extremely complicated and almost unworkable, I would really like to see an additional workflow in Xero to handle this. When unterminating an employee, I'd like to see Xero asking whether we're doing this to fix something or because we're rehiring the same employee, at…

    16 votes

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    1 comment  ·  Payroll  ·  Admin →
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  14. Currently, for monthly employees, Xero does not take into consideration the fact that they have been set up to be paid the same amount each month, therefore the days in the month are meaningless from a pay perspective. Unfortunately, this means that the basis leave accrues on to work out how many hours a public holiday/personal/annual leave day should be when leave is entered is also meaningless. Instead of defaulting to 7.6 (or 8) hours/day leave taken, it does a calculation based on the number of working days in a month. So if someone is being paid on the basis…

    19 votes

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     ·  8 comments  ·  Payroll  ·  Admin →
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  15. Xero Analytics Plus cashflow to show a year not just 90 days.
    The current cashflow upgrade from Xero only shows up to 90 day which is weird as in reality you need to forecast for the year. Is this going to be extended to a year like all the other cashflow apps ?

    40 votes

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  16. I want to be able to add notes to rules I setup, but I don't want to use the description field as that shows on the books. I like to know why I chose not to set a tax rate on a rule, or if the business owner has told me something specific about a re-occurring transactions that they may not always provide a receipt for. I would like to have something to look back at so that I understand why I set it up as I did. Hopefully that makes sense?

    2 votes

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  17. I migrated from QB Desktop to Xero last year, and whilst Xero produces the accounts etc perfectly well I find processing book-keeping data takes me around 20% longer than it used to. Here are a few ideas which would speed this up:
    1. Have a button to scroll to next or last invoice, bill, journal etc rather than having to look at a transaction, then go back to the list to see the next transaction.
    2. Allow a default bank account to be set up for e.g. payments, receipts etc
    3. Able to use + - buttons to increase /…

    3 votes

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  18. Option to use supplier account number as Payee reference when making Open Banking payments by direct bank transfer.

    Currently the Supplier account number is not displayed anywhere.

    It defaults the Payee reference to the Bill reference which is fine when paying single bills to a supplier. However, if I want to make a single payment to the supplier for multiple bills (group by Payee option), we would want to enter our Supplier Account number as the Payee reference. See attached.

    7 votes

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  19. We are a SaaS business and need to be able to put licence start and end dates into fields which can then be extracted automatically onto our FP&A software (free text is not acceptable due to errors that have happened). Is there any plan at XERO to bring in additional fields to help SaaS businesses like us with this or is migrating away from XERO the only option with XERO? QuickBooks Advanced have this but we love XERO

    1 vote

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  20. When adding a new item to your inventory it would be very helpful to have the sum ability in the cost of item tab.

    for myself it would help when a supplier has the price less vat.

    It would allow me to input 123*1.15 and get the answer inputted automatically, just like you can do when inputting a item on a invoice.

    1 vote

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