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  1. An automatic monthly payroll tax report would be fantastic. I've noticed Xero cannot do an automatic calculation of Payroll Tax like MYOB can. MYOB allows you to select pay categories (pay items) to exclude and run a monthly payroll tax report.

    69 votes

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    10 comments  ·  Payroll  ·  Admin →
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    Hi community 👋

    Thanks for sharing and supporting this idea - while I don't have an update specific to this one, I thought you might be interested in the following:

    Our AU Payroll team are testing some changes to Payroll reconciliation. The idea to have an automatic monthly payroll tax report is highly associated with payroll reconciliation and we feel that voters here would also have an interest in payroll reconciliation. They would love to hear from you!

    They’re aiming to conduct some 1 on 1 interviews between 6 Feb - 16 Feb 2024, the interviews will last 45 minutes.

    The purpose of the session: Participants will be asked to help with testing a prototype concept designed to enhance the AU payroll reconciliation process.

    They aim to discover:

    • Whether this conceptual solution meets your specific Payroll needs, and if it adds value to your Payroll reconciliation process?
    • Whether this conceptual…
  2. A report to run to identify suppliers and customers that have not used in the last 12 months, so we can archive some contacts.

    4 votes

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    Not a capture all but maybe a step in the right direction for now that could help, Maureen - Smart Lists could help you get a view of the customers that you've not sold items to recently. 

    You could run a New Smart List to view Any customers who have Not Purchased Any items In the last year - Find out more on Smart lists here

  3. Send multiple invoices together on one email to the same customer with one 'pay now' button (e.g. for Stripe payment) rather than sending multiple emails which seem like spam to clients !

    39 votes

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  4. The 'new invoicing' option automatically removes any leading carriage returns and leading spaces in the invoice description field.
    This did not occur in the classic version and wonder why it was introduced.
    To enable the details of the invoice to be easily read, it is sometimes necessary to separate line items on the invoice and to indent the actual description.
    Can this 'feature' be removed?

    13 votes

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  5. In the Director's Declaration, it would be great if the report could recognise if there is a single Director or multiple, and then update the wording accordingly. (eg "The Directors have determined" or "The Director has determined".)

    5 votes

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  6. Currently notes need to be updated manually on the financial statements (as far as I am aware). New accounts need to be added to the respective notes otherwise the figure in the notes will not match the figures in the financial statements.
    I feel that this is inviting error as inevitably there will be times where this process is overlooked.

    it would significantly simplify the process if Xero recognises where a note is connected to a financial statement line item, and then automatically fills in the notes with the same accounts grouped in the financials.
    at the very least, there…

    4 votes

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  7. Allow Xero for rounding on bank statements for an adjustment to go to another GL account.

    1 vote

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  8. I want to be able to flag COD clients, so the sales team know to collect payment at the point of sale.

    7 votes

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    Hi Sharon, recently we released a new feature in Contacts that will enable you to add a note for a contact that can be visible from a contacts record - Right hand panel meaning you could add any detail about contacts that you receive payment from at the time goods & services are supplied in this field. 

    Is this enough to solve your needs here? 🙂

  9. It would be great if you could automatically allocate prepayments to an invoice once the invoice has been created. Or at least receive notification that a prepayment exists so you can manually receipt it.

    We are experiencing that clients have made extra repayments (prepayments) but when the invoice is created and sent to the client they pay the amount on the invoice and the prepayments are still sitting in the system, meaning we then have to issue a refund.

    It would be helpful if the negative balance of the prepayment would sit under the clients name so when you are…

    10 votes

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  10. When entering invoices and the account is always "sales" (for example), I would like the option to set up invoices to automatically use the "sales" account? It is currently only an option by setting up item codes and/or setting up through contacts. I would like to see it automatically assign the account at the time of entering the invoice, instead of having to type in an item code. It will save so much more time and avoid errors by users selecting an incorrect account from the chart of accounts.

    8 votes

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  11. Users can easily generate payment instructions using the information in the contact list in Xero rather than doing it manually.

    2 votes

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  12. To automatically reduce the RDO accrual when an employee has taken paid leave such as annual leave

    7 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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  13. I mistakenly issued some invoices and had to void them. That made our invoice number sequence non-consecutive. This is a problem for my accountant here in Romania because we need to file the voided invoices as justification on using non-consecutive invoice numbers.
    I want to be able to print them as PDFs and the documents to be marked as voided.

    9 votes

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  14. Xero app should have the option to slide up or down line items in quote & invoice

    3 votes

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  15. Have the FAr work correctly when changing the useful life of an Asset Class - it does not do so currently. This is based on the following research.....

    I have done the following in the Demo company (which has a Year End of the 31st March):

    • Posted an asset worth £6,300 on the 1st Jan 22 with a depn rate of 10%, resulting in a Depn charge to the P&L of £52.50 pcm
    • Posted an asset worth £1,969.99 on the 1st Apr 22 with a depn rate of 10%, resulting in a Depn charge to the P&L of £16.42 pcm

    1 vote

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  16. Profitability of projects not correct. We are setting up projects in Xero. We have found the profit figures are not accurate where there are a mixture of GBP and US$ bills. Could you please forward to your development team. It can't be that difficult for projects to pick up a translated figure surely??

    4 votes

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  17. Could there be a function added to hide invoices attached to expenses so they can be kept confidential from other users?

    3 votes

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  18. Just like the "Drop or click to upload files" area below this text box, I'd like an area within each transaction that I can use to upload an invoice or receipt. Rather than clicking the add document button and searching through the file hierarchy.

    16 votes

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  19. Ability to remove unnecessary fields when setting up a client in XPM or ability to hide the blank fields after the setup so that they don't show up in the Client Details Tab. The purpose is to see the fields with details on them only and to make them look neat and tidy. Please see attached.

    2 votes

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  20. Need to be able to remove a leave type for employees. Ie an employee is entitled to 4 weeks annual leave p.a.. They have renegotiated their contract and are now entitled to 5 weeks AL p.a. I've set up a new leave type to accrue 5 weeks p.a. for this employee and asked that they use this option when submitting future requests. I have changed the AL 4 week code to No Calculation for this employee, however it still appears as an option when they request leave. I would like to remove this as an option because they continually inadvertently…

    15 votes

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     ·  3 comments  ·  Payroll  ·  Admin →
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