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  1. I want a negative Reimbursement line item in the Employee Template.
    This can be done in a Payrun, but cannot be done in the Employee Template screen.
    With STP 2 we have some payroll reimbursement entries that need to be processed every pay. They need to be positive and negative entries so that the Wages Payable account does not go out of balance. This can be done in a payrun - why not in the Employee Pay Template. Please see the screenshots.

    2 votes

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    1 comment  ·  Payroll  ·  Admin →
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    Hi team, while it isn't possible to make a negative reimbursement line in an employees pay template, you could set up a deduction pay item.

    A deduction item would function the same as the negative reimbursement line, as well as being able to be added into the employees pay template.

    It'd be good to understand more if there's a reason using a deduction wouldn't be adequate here.

  2. Student Loan Tax Calculation
    Xero tax sets out the calculation of Income tax and NIC very well.

    Unfortunately, the system is obscure in relation to displaying the calculation for Student Loan Tax which is important for an increasing number of young people coming into financial maturity.

    We need to provide adequate assurance both to them and the increasingly aggressing Student Loan Company to avoid penalties and unexpected bills.

    I request that Xero includes a breakdown of the calculation on the Summary computation report.

    This would add a great deal of assurance and quality control for both our young clients and…

    3 votes

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     ·  1 comment  ·  Payroll  ·  Admin →
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  3. Give sales invoices the ability to create self-billing contractor bills - the same as billable expenses but for the the sales side, rather than the purchase side. I produce high vol royalties where the suppliers(producers) do not physically bill, but we need to raise the charges directly in line with the sales received. Massively labour intensive and could be fixed with this function.

    62 votes

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    Hi everyone, to give a bit more detail from our status update a few months ago - The ability to copy to a bill is a feature that the team will be building into the new invoicing experience. They have a few items on their agenda and I want to be open that this is not planned to be delivered until after the sunset of classic invoicing. 

    For the time being, you'll find you can still copy to a new invoice, quote, purchase order or bill from the invoices list view. 

    You can get a bit more of an understanding of what's coming from our Xero central page. When there's more news on copy to a bill I'll share this, here. 

  4. VAT Return - transactions by VAT Box
    Hi our company VAT return is currently over 400 pages long. Reviewing it is not easy when you have the box 1 figure on page one. I then scroll to about page 65 to get to the box 4 numbers after scrolling past it 2 or 3 times.
    It would be amazing if there was a navigation panel to one side that I could click and it would take me to the page of the vat return relevant to the box number I want to review.

    4 votes

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  5. The notifications button in Xero is invaluable, this should also incorporate Xero product updates/features/changes. Had I known of the new Direct link for NAB I would have incorporated it long ago, but the marketing emails get buried.

    4 votes

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  6. When using the Leave Paid out on Termination feature in xero, the paid out leave is recorded in the Holiday Leave Accrual category. This means we are unable to run a report showing the value of unused entitlements paid out on Termination. This is important information for Workcover Reconciliations etc. Please set up a report for Unused Leave Paid out on Termination.

    55 votes

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     ·  31 comments  ·  Payroll  ·  Admin →
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  7. It would be great if possible to run an invoice detail report which reflects customer location.

    7 votes

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  8. When I post an expense through to a project, for some reason it limits it to 100 characters, which pretty much makes it un-useable for me.
    This is annoying, as I was just thinking how handy the projects app is, but now all the "projects" I've set up are basically a waste of time as I need the extra detail on my invoices.
    Please can you change this?

    3 votes

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  9. Allow businesses to adapt their Xero Dashboard with "Widgets" such as reminders of submission dates for next payroll run, CIS submission, VAT Return etc. Also show current outstanding values for net pay, CIS & PAYE/NIC payments, VAT payment/refund.

    11 votes

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    Hi Sharon, a few ideas rolled in the one here. While appreciate the detail it would not be possible for the teams to work on these widgets at once. 

    It would be good to get a view of the interest in each. 

    I've adjust the title of your idea here to reflect your first idea on reminders. We have another for the ability to show tax on the dashboard you may like to join & support, and welcome to start any others for particular widgets you'd like to see so we can begin to get a sense of the interest in each. 🙂

  10. The "Planned Dates" feature in Bills to Pay works extremely well. Key element is that you can bulk update dates as required from a multiple selection.

    The "Expected Date" feature has the same potential but also needs to be able to update invoice "Expected Dates" in bulk.

    Invoices cannot be updated in bulk from Short Term Cashflow if a part-payment has been made against that invoice. Also, you can't update invoices Expected dates if they are not due yet.

    39 votes

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    Thanks for the detail of why the Short term cashflows option is not viable for you here, Karl. 

    We don't have any immediate plans around this but will keep an eye on the appetite here and let you know if there's any plans made. 

  11. When items get posted into fixed asset module from bills, why isn't the asset type automatically fed from the account it was posted to? This just creates unnecessary work having to assign them manually!

    3 votes

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     ·  0 comments  ·  Admin →
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  12. It would be good to be able pick from a pre-defined list of countries. This would enable clean data entry. Also we are syncing data with Hubspot and it is causing issues with matching to pre-defined lists with the CRM

    2 votes

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  13. Automate 'send me a copy' on invoices.

    Have the option to automatically select 'send me a copy' ticked when creating invoices/repeating invoices.

    125 votes

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  14. In order to track and approve "Working from Home" requests it would be useful if Xero would enable pay item ("Working from Home") to be created that would function in the same manner as a leave category but was not leave (i.e. would not be reported to the Tax Office as a type of leave).
    That way employees could apply to work from home, as they do annual leave, and approved working from home hours would automatically appear on the leave calendar.

    5 votes

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     ·  4 comments  ·  Payroll  ·  Admin →
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  15. Currently you are able to select the tax scale Horticultural/Shearers but there is no default tax rate attached. Apparently if employee falls under this scale you need to select for reporting to ATO which means you have to then manually calculate tax when you do the pays which is not possible if you have multiple employees knowing which employee wants what rate as they all do not use the default. This also leads to errors if not picked up it doesnt calculate automatically. May I suggest that we urgently attention to have the default ATO tax scale rate included with…

    19 votes

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     ·  4 comments  ·  Payroll  ·  Admin →
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  16. Ability to change a bank account to a different account type. e.g. A bank account that should be an equity type was added as a bank. To resolve this requires adding a new equity account type, transfer the bank account balance and archiving the old account. These could be avoided if we are able to change the account type in the COA.

    20 votes

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  17. We need to be able to run a report of historical Expense Claims, by Customer contact in order to see what Expenses were entered for a certain time period. The Expense Claims Detail report does not show anything when I run it. I need the Expense Claim Report to be able to be sorted by our Customers names, not sorted by our employees.

    9 votes

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  18. The Inventory Item Details report does not show inventory items where there was no movement during the month. Therefore the report does not tie out to the balance per the TB for inventory. Can this be fixed?

    8 votes

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    Hey Louis - thanks for sharing your suggestion!

    Understand that it's not quite what you're after, but it's worth a mention: The 'Inventory Item Summary' report will show all inventory items in your organisation, including those without any movement in the selected period. 

    I've attached a screenshot as an example, so you can check if it suits your reporting needs  - we'll leave this idea up in the meantime 😊

  19. Ability to select different mailing lists for 1 customer. This will be useful when you have different projects for the same supplier.

    5 votes

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    Hi Amna, could you explain your idea a little more? Would this be to send bulk comms to multiple contacts from Xero, or something like being able to set different persons on a contacts record to receive different types of transactions or communications? 

  20. When selecting a published report to copy for the next period, it would be ideal if there was a copy and edit option in the shortcut options. This would allow users to create a copy of the report from the main menu instead of being required to open the report and then selecting the option.

    7 votes

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