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  1. Can we please add a company logo on the payslip email?

    At the moment it just has the 'Xero me' background saying "your payslip is attached" ect. It would be nice to be able to swap that image with our company logo thanks.

    6 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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  2. As default, can you please turn off the check box "Show journal on cash basis reports"
    For users that rely on the 'Cash Summary' report, non-cash journals create significant difficulty getting a true read on the cash position of the business, a key requirement for this report. Thanks

    30 votes

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  3. When Xero are emailing out their invoices please can you go back to attaching the invoices as a pdf as it quicker to be able to forward them rather than having to sign in and save them as draft, especially when you are having to do loads for clients.

    49 votes

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    Thanks for sharing back on this, everyone. We'd like to confirm the way the options works now when sending in new invoicing - This is triggered by previous behaviour.

    So, when you send using new invoicing, the selection for 'Attach PDF' is driven by the last invoice you sent. If the last selection was unticked the next invoice you send will automatically be unticked, and vice versa.

    What's worth noting is that this is a browser based setting. For example if you change computers or browsers your setting will revert to default where both options are unticked. As you'll see from my recent update on this similar idea this is something we may explore further down the line but we don't have any immediate changed planned for.

    We also appreciate your feedback relating to where a customer's taken when clicking Review and pay. Our team have done a lot of research…

  4. please remove ACTION column under bills tab - don't push your products on your customers. It is a real turn off. The check mark under the column is greyed out. Let your customers remove please. Right now it isn't possible.

    3 votes

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  5. Please set the bank reconciliation lines on the right-hand side to pre-populate with the details on the left=hand side, that is as long as there is no 'match'' and it is not a transfer. I'm mystified as to why I have to copy and paste all of the information from the left side to the right side when Xero could do this in a jiffy. Presently the pre-population remembers a long lost description I may have made such as 'birtthday gift' and Xero is remembering this forevermore. It would be simple and accurate to pre-populate especially since valuable information (such…

    11 votes

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  6. I always want to reconcile my newest transactions first, as they are freshest in my head. It's actually become pretty maddening not having this feature.

    3 votes

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  7. What I need is for it to look like the Payroll Employee Summary, but with additional columns for Annual & Personal leave taken and the value of that leave.
    The report you are telling me is to messy to read.

    4 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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  8. In New Invoicing can the Date field be left blank when in draft status as per previously. Regularly I create draft invoices and want to continue to be able to leave the date blank or to put tentative dates in before moving forwards int he process.

    31 votes

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  9. Xero cannot current cope with companies that have more than one pension scheme. The upload I need to send to the pension provider includes payroll number, pensionable earnings for period, start date and date of birth. It would be useful if Xero had the ability to add these and additional fields if required customised in the contribution report.

    21 votes

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     ·  5 comments  ·  Payroll  ·  Admin →
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  10. I regularly forget to click "assign" before "OK" when assigning a customer to a billable expense. In the attached screenshot, I've identified an expense, found the customer, and the line item is ticked. It's infuriating to have to remember to click "Assign" before "OK", when the rest of the interface is telling me that everything is all set and saved. While I try to remember to press the wretched "Assign" button first, could you please change the default so that clicking "OK" has the effect of clicking "Assign" automatically? There shouldn't be a separate "Assign" button.

    2 votes

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  11. auto amend the ABA date to the current date for back dated payrolls

    5 votes

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     ·  2 comments  ·  Payroll  ·  Admin →
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  12. Payroll reports - it will be good to have a COMPARISION field on payroll reports just like the P&L - to compare with previous n number of months / periods.

    While the grouping / summarizing features are good - they are limited to just reporting on a particular period.

    Hence any Comparisions are tedious to run / export and consolidate on excel.

    For. eg. I'd like to run a report to display :
    Afternoon Shift Loading & Overtime work for a month OR the full FY with monthly columns.
    Is this something we can get to without having to export…

    3 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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  13. REPORTS:
    Need "leave balances" + "leave transaction" report to include the "accrued balances" as a separate line also, so this can be reported on by employee on request.

    Company opted to unticked the option to included leave in advance to balance because this is causing issues for the business, so now only showing entitled leave balances (after anniversary) and not the accrued leave?

    17 votes

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     ·  2 comments  ·  Payroll  ·  Admin →
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  14. Please instate bank feeds for ABN AMRO bank (the Netherlands). I joined Xero for its highly automated systems. Now I still have to download and import bank statements manually.

    It adds insult to injury for the fact I have to sign up to a premium plan to be able to account in a mere two currencies. For small traders like myself with low turn-overs and no need for the majority of features larger companies need, this feels deeply inappropriate and unfair. (another idea about this topic is already live elsewhere)

    4 votes

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  15. Would be really useful to be able to run a report of employee’s birthdays.

    12 votes

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     ·  1 comment  ·  Payroll  ·  Admin →
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  16. It would be really helpful if there was the option to add a planned payment date for all invoices listed on a particular aged creditors report. Having customised reports so that only invoices on particular job sites are listed, it then seems very inefficient to have to access 'bills to be paid' and manually, individually search each of the invoices listed on the report to schedule a payment date for them. Could this not be a function, whereby you can schedule them all for payment directly from the aged creditors report?

    3 votes

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  17. The repsonse to my support case was to be told to post the bug here... seems a weird request, but sure...
    "The best way to get our product team to consider this would be to create a new product Idea on this, which is submitted to our product team who then go ahead and make changed based in priority."

    The santander batch file does not follow the santander format. In the past Santander used to accept the file anyway but they have now started rejecting it.

    Bills > Make Payment > Pay from (santander), Method = Create Payment File
    Batch…

    4 votes

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  18. To add a feature in Xero for dual-language invoices (English and Arabic) and to generate QR codes for ZATCA compliance (Saudi Arabia), here's a structured approach. Xero does not natively support dual-language invoices with QR codes directly, but you can integrate third-party applications or customize invoice templates to meet these requirements.

    1. Integrating Dual-Language (English & Arabic) Invoices in Xero Xero doesn't provide a built-in feature for dual-language invoices (English and Arabic) by default, so this needs to be handled through third-party integrations or custom solutions.

    A. Using a Third-Party Integration App
    Search for ZATCA-Compliance Apps:

    Go to Xero Marketplace and…

    5 votes

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  19. It would be useful if payslips could be scheduled to be posted to Xero Me on a date after the payroll is run. Eg you may run the payroll mid-month but want employees to be able to see their payslips on the date the payment is made at the end of the month.

    3 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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  20. Option to include draft invoices in the short term cash flow

    7 votes

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