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  1. It would be great to be able to edit the detailed time report similar to how we can edit the P&L and balance sheet reports.

    We simply want to add a timesheet sign off area at the bottom of the report, which would be easy to add if that feature was available.

    1 vote

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  2. In Singapore, deemed supplies include free samples given to customers at no charge. If input tax was claimed on the purchase of these sample items, businesses are required to account for output tax when giving out the samples. Currently, Xero does not allow sales invoices to be issued at a zero value. As a result, if a sample is given at no charge, the sales invoice does not register any tax code. The workaround is to input a sales value and create a negative line item to ensure the invoice registers the tax code.

    The second issue arises when using…

    1 vote

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  3. It’d be awesome if the last column “total price AUD” was an editable field in the invoice template PDF so I can edit and print an invoice when doing home visits without wifi

    https://www.xero.com/au/templates/invoice-template/

    1 vote

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    Hi Shae-lyn, when you say you'd like the total column to be editable - Can you share what you would want to edit this too? If you're using an advanced branding theme you may be able to make the changes you're seeking.

  4. It would be beneficial for clients who pay commissions to be able to customise the description on the pay slip (rather than showing just 'Withholding Income') or having to set up various 'Pay Items'.

    9 votes

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     ·  2 comments  ·  Payroll  ·  Admin →
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  5. It would help if the expected settlement dates for invoices (and bills) were based on past history rather than due dates

    2 votes

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  6. Within Files folder, to sort by drag and drop please? These are remittance advice for Gift Aid payments from HMRC and therefore not attached to any invoices BUT can get uploaded in the wrong order which is confusing for the auditor. Currently the only option is to download the whole contents, sort and reload.
    Also could it be made possible please to have subfolders so that we can easily divide eg monthly investment reports by financial year without having a long list of separate folders in the main index?

    2 votes

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     ·  0 comments  ·  Admin →
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  7. When you submit a transaction via the Expense Claims function, it will duplicate the Contact Name and add that into the front of the description, so when you run an Account Transactions report, it then shows the Contact Name twice (because all transactions automatically have the Contact Name added in at the start of the description already) but then the Expense Claims feature does it again, so your transaction report line item will show as "Supplier Name - Supplier Name - Description of transaction" instead of just "Supplier Name - Description of transaction".

    Can Xero remove the duplication here?

    2 votes

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  8. Being able to name planned dates would make it easier to manage payments when multiple users are setting up different types of payments on different dates.

    2 votes

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  9. When reconciling bank account, then publishing it should display the bank details as setup in chart of accounts - it just just says bank reconciliation. So makes it hard to know which report is which. Once reconciled it should default to the the next date so you don't have to change dates continuously.

    1 vote

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  10. As part of our QA, we review the list of users to check that it is up to date, eg, remove terminated employees, remove auditors at the completion of the audit or revert to Read Only, etc.

    It would be great to be able to filter/sort the view by access type, such as looking only at Payroll Employees, or filtering them out.

    2 votes

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  11. Whilst being able to set-up a payment run directly within Xero is great and saves time, it can be tedious and difficult when trying to reconcile it on the bank.

    There are two things Xero should add:

    There is seemingly no way in the bills screen to review previous payment runs. Something that at least would make it easier to check back at what was included in that payment.

    It should also put all payments from one payment run as one batch payment in the bank rec screen. Otherwise no time at all is saved in reconciliation as you still…

    2 votes

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  12. Currently the bill payments from Xero option does not support the Co-operative Bank (business). I would like this to be extended to the co-operative as soon as possible. The co-op bank tells me that they support token.io - can you consider supporting this?

    1 vote

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  13. It is essential to be able to add an Item code along with the Account on the expense claim. We are tracking item codes and reporting them to our management.

    1 vote

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  14. Need to ability to limit the list of accounts for each user and then allow the approver to have access to all chart of accounts to re-assign the expense.
    Staff don't understand accounts requirements to be able to choose the correct account.
    Also need to make it simple for users.

    4 votes

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  15. 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…

    4 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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  16. There is system wide error in the back-end template that you use to generate invoice emails. Please refer screen captures attached. You will see that I have two lines in my Invoice 005614 that are text descriptions of services only so are effectively subheadings and have no account code and no "value". They appear correctly in the PDF invoice with a blank in the "Amount NZD" column but they appear incorrectly with a value of "0.00" on the email the customer receives. I'm annoyed at myself that I have never noticed and reported this bug before because it looks these…

    4 votes

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  17. We need to be able to select "All Dates" on a report. ex. I want to see a report for a certain account from the start of my business to the current date. now I need to select beginning date and then todays date and the update.

    5 votes

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  18. I use Projects as timesheets for my staff in my contracting business, and it has worked well for the past two years. I do not use Xero process staff wages, I use ACE Payroll.

    After a staff member leaves, I delete them from Projects, as it costs me $7.50 per month per person, and when you have between 20-25 staff, it can get quite expensive.

    Once I delete a staff member from Xero, I cannot change any of their time entries. The reason I need to do this is usually because they have allocated his/her time against the wrong project.

    4 votes

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    Appreciate the detail in your idea here, Lynette. While we don't have immediate work planned for this , it'll be good to get a sense of the interest from others in the community and if there's any change planned we'll let you know through the idea here.

  19. Currently one can only post 50 lines in an invoice. It should be unlimited as some clients have at least 200 lines or more depending on their line of business.

    3 votes

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  20. Payment processing - when we make a bulk payment on the bills screen they should be sent to a separate tab so that its easy to see when payments are being processed. This would remove the risk of duplication of accidentally processing bulk payments twice.

    1 vote

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