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  1. Capture energy usage data such as electricity kwH and gas MJ, or actual CO2 emissions when inputting utility bills. This would be beneficial for SMEs who may need to calculate carbon emissions - increasingly being asked for this by larger clients with net zero targets and/or are calculating their Scope 3 emissions.

    3 votes

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  2. I would love to see a newer updated "look" similar to what Freshbooks or Quickbooks Online has. They have a very streamlined look. I like how they have the tabs on the side that say "invoice" and "expenses" without having to go through the dropdown menus.

    3 votes

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    Hi team, while not a solve for an updated 'look' of the dashboard we wanted to make sure everyone on this idea was aware of some of the shortcuts that can help you get around and create transactions from many screens. 

    The '+' icon next to Search in the blue banner enables you to create a range of different document types, similarly there are shortcuts that can be entered in Search from the blue navigation bar that will take you to different features such as bank accounts, the files library or reports. See more on these in our help article here

  3. It would be incredibly helpful if 'Quantities' & ' Unit Price' were included as column options in the Account Transactions report.

    This way one can quickly review the quantity & price of each entry without having to drill down into each individual entry. It would also provide a total quantity and average unit price for the given period.

    The example that I am referring to is on a farm business where we would like to review the tonnes of crop sold and the price.

    155 votes

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  4. Dates should default to date format when exporting the VAT return to excel.

    Currently when exporting the VAT return to excel that dates automatically default to either text or general format. This means you can't filter the dates by oldest to newest as the filter selection defaults to A-Z.

    Changing the date to date format via format cells does not fix the issue. The only way I have found is to manually update the dates using the =DATEVALUE(x) formula and paste these new values over the old ones. This can be very tedious when working with a lot of late…

    4 votes

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  5. When you invite an employee to xero me for the purpose of submitting their timesheet, there is a drop down menu for the payrate. In this drop down, it shows 'Self' payrate (the payrate of the person submitting the time sheet) and also 'Team' payrate, a list of all the different payrates of the company. Why would you want an employee to be able to see the different payrates of the team?

    This seems like a flaw in the system to me and an employee should only be able to see the payrate that applies to them.

    3 votes

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     ·  1 comment  ·  Payroll  ·  Admin →
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  6. Please include the Sales Tax Exemption field as a column in the Contact csv template/import.

    The new auto tax feature appears to utilize this field, and having to go to each contact through Xero, one at a time, to edit and update this field is very time consuming. Too many clicks to update a field for every customer contact a client has.

    Tax affects all customers. It would be beneficial when rolling out new features such as this to consider what needs to be done to make such a feature truly work and be efficient. The ability to do mass…

    3 votes

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  7. Given all the sensitivity around personal data and cyber security, can Xero please introduce self-boarding for employees?

    19 votes

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    5 comments  ·  Payroll  ·  Admin →
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  8. To have a report which shows the conversion date of a quote to sales invoice, i.e. showing the conversion date, quote number and sales invoice number.

    1 vote

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  9. I think it would be useful to update the 'Tracking Summary report' and make it possible to open it by month

    2 votes

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    Hi Melanie, would be good to slightly understand your idea here better - when you say you'd like to update the Tracking Summary report by month, would this be to add comparative columns or just run the report for a month date range?

    The Blank report might also be useful here where you can add Tracking columns with the Layout editor and set up the report in the style you're after. Once all set up you could then save the report as Custom to easily access this when you like.

  10. For permanent employees, all XERO business customers should be able to calculate their future leave balances. This will allow a business owner to know if they can approve the leave or not, or what conversation to have with a team member.

    I hope this idea is backed and implemented.

    165 votes

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     ·  46 comments  ·  Payroll  ·  Admin →
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  11. Multiple Report Styles

    It would be great to have multiple report styles for reporting where different logos and different names can be added for reporting. For example we have 2 companies using the same Xero HQ where one company does the accounting work and the other company compiles the reports so we need to publish reports with 2 different report styles and logos.

    Thanks

    3 votes

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  12. Hi i can't believe you don't have a POS app tablets for use in cafes and shops. a quick google api for databasing while offline and it would be solid as. you only need to support a handful of thermal printers and cash draws. just look what vend is doing. it would be a huge product if deployed correctly

    3 votes

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    Hi Douglas, while we don't have a POS app ourselves you'll find Xero integrates with many different POS solutions, including Vend. You can explore the range of these on our App store

    We don't have any immediate plans for expanding into this area atm, but we'll keep tracking the interest of this here and share if there's any plans made. Thanks

  13. The Xero API will let you send an invoice by email - https://developer.xero.com/documentation/api/accounting/invoices/#emailing-an-invoice

    There is no equivalent functionality for Quotes, each needs to be send manually. This endpoint should be added in as well.

    15 votes

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  14. Add a line item/total for 'Awaiting approval' to the 'Bills you need to pay' section of the Dashboard.

    20 votes

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  15. In the age of outsourcing, it is impossible to outsource pay run function to an external service provider (especially if they are based overseas) since they can view employee's personal info such as their Tax File Number, Date of Birth, Bank account Details etc.

    Once the subscriber or authorized accountant/bookkeeper has created an employee card, they should be able to restrict the access of outsourced partner to just doing the pay run. The outsourced partner should be able to just view the employee name to do the pay run. This feature should restrict their ability to change bank account details…

    2 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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  16. Include Alt+Key options for cursor positioning rather than having to use the mouse or Tab Key. eg Search, Save, Save and continue, Approve, Approve and add, etc

    9 votes

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  17. New Employee start date is part way through a pay week. The New pay run does not recognise the start day and calculates an entire weeks pay.
    This requires manual calculation and double check if the pay run has been recalculated. Open to errors and over payment

    17 votes

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    2 comments  ·  Payroll  ·  Admin →
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  18. Deposits on Sales and Purchases - will this ever be possible in Xero? The workarounds are fine if you have a few deposits to keep track of. But what if you have many? Like my Art Gallery client where most art is sold on a 'layby' system. The layby isn't recorded as a sale until it is fully paid. The customer makes multiple payments. There is no way to directly link the payments to a pending sale. They all coded on-mass into a prepayment liability account. The only way to keep track of payments is a spreadsheet which is time…

    3 votes

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  19. When a report filter is selected, the filter should be displayed on the report that is displayed/printed. Eg if you use employee groups and you filter a payroll report by said group, the printed report should display the filter chosen

    3 votes

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  20. For some reason the related account is not available to filter on the Account Transactions Report. Can this please be added?

    7 votes

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