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  1. Can we please have a report that will breakdown annual leave and leave loading. When there is a lot of employees that take leave for a quarter is time consuming to have to drill down into each employee to work out the leave loading to ensure that the SGC amount is reconciled.

    3 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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  2. When we create a bilk of invoices we are stuck with Xero trying each time to allocate an existing Credit Note that will possibly never be allocated. How do we disable this annoying function?

    10 votes

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  3. In Australia one of the criteria to classify as a "small buisiness" is to have 15 or less employees.

    Could this also be reflected in Xero's pricing which jumps from 10 employees on payroll to 20.

    It would be nice to have a meet half way mark with a fair price for 15 employess.

    5 votes

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  4. Our new system separately invoices every job we complete. This gets loaded into xero invoices, ATM you can copy these individual jobs and they can be put on to one invoice, great.

    However Xero wont let you add more jobs to this invoice by the same copy facility.
    It only gives you the option of a customer name not an invoice number.
    I would like to be able to add jobs daily to this invoice and send my customer one invoice at the end of the week/month.

    15 votes

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  5. I need to report on employee timesheets against my tracking categories. For example how many hours have employees recorded against Job A, Job B, Job C etc in any given timescale. In the transaction/payroll activity report it only gives £ and not into tracking categories.

    9 votes

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     ·  1 comment  ·  Payroll  ·  Admin →
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  6. I have multiple clients for whom I perform varying tasks. I log in and work on their accounts with my practice email.

    When sending invoices on clients' behalf, or paying bills to clients' suppliers, the copy invoice or remittance advice goes to my practice email as I am the logged in user. The person/company who needs this copy is my client (whose email is the 'reply to').

    At present I have to then log into my emails and forward the copies to my clients manually, (as filters get confused) and ensuring it is the correct client if I have been…

    5 votes

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  7. Adding staff working on a project without giving them access to Xero.

    There is absolutely not need for staff to have access to Xero for me to log that they have worked on a project for 8 hours at £xx rate per hour.

    I don't want to add this information to the ledger as the staff are payrolled so I cannot enter this as an expense but I would like to diarise time against the project so profitability can be calculated.

    32 votes

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  8. To be able to run Top Customers report showing the net figures and not just gross.

    12 votes

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    Aaah thanks for the clarification, Vicky and Alex. You could use the Management report to add the Top Customers report. Appreciate that the chart itself displays for Gross figures right now. We'll continue gathering interest for this here. 

    In regards to the sort order of the report - By default contacts will be sorted by the Gross column, however you can add a Net column and re-sort by clicking on any column header. 🙂

  9. Hi,

    You can only create credit notes to Invoices or Bills if these aren't marked as paid on Xero, or by creating them as new items from contacts or using upload via Hubdoc.

    I think it would be beneficial to allow the creation of credit notes from bills or invoices that are already paid. Very often, there is a requirement for a credit note to be created when the bill/invoice is already paid. Adding the feature to allow creating credit notes based on the information already recorded on paid bills/invoices would save a lot of time in dealing with creating…

    111 votes

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    Hi Wojciech, if an invoice or bill has already been paid there is no amount left outstanding for the invoice. It sounds like you'd like the ability to easily copy the detail of an invoice to a credit note? I've slightly updated the title of your idea here, for this. 

    If this doesn't quite reflect it'd be great to get more detail of scenarios you'd in which your business receives a credit note for a completely paid invoice or bill. 

  10. Create timesheet availability to Contractors set up in Xero payroll as Non employee.
    Currently this is only available to employees.

    Require the ability to process timesheets to pay Subcontractors for hours worked on site so Super is taken into account but PAYG is not applicable.
    Currently not available to STP2 category Contractor 'Non Employees'

    22 votes

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     ·  3 comments  ·  Payroll  ·  Admin →
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  11. Multi select or more filter options when processing superannuation payments. This would expediate processing super payments for large employers. For example, you should be able to filter the super payment to show only last month super and select all and submit for payment. At the moment, if we want to process the previous month's super, we have to manually unselect each employee super that relates to the next month or quarter that we aren't required to pay yet.

    11 votes

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     ·  4 comments  ·  Payroll  ·  Admin →
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  12. I feel that there is a poor level of dialogue from Xero on these ideas. For the top voted topics - I'd like communication as to what they're doing to implement a solution (and if not then why not).
    For the ideas that are years old but still receive steady votes - what's happening?

    If Xero have no plans to take on certain ideas then make it known.

    59 votes

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    Hi everyone, I appreciate feelings shared in not seeing traction as fast as you'd like to ideas you're interested across Xero Product Ideas. 

    Our community team are pure advocates for our customers ideas internally, making sure these are shared and highlighted to the teams and individuals that can make a difference, and doing our best to get ideas reviewed and into our teams planning wherever possible. 

    We receive ideas for incremental, and large changes to existing products, as well as for new features entirely. With so many customers the range of ideas coming from our users is large, and we cannot action all things at once. 

    We try to be transparent in our communication and updates to ideas across the site, even if this means there is no current development planned for a feature. 

    I can assure you the site here is a tool that all our product teams find…

  13. It would be incredibly helpful to be able to group project into folder to help categories them internally within the team.

    4 votes

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  14. Some of our customers have set discounts, however, some of our inventory items have very little to no margin and we would like to be able to block that inventory item from being discounted. Also, freight gets discounted on customers that have discounts saved to their account?

    8 votes

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  15. Send purchase order from mobile app
    Frustrated as the platform needs tons of updates it’s terrible
    Can’t mark off paid jobs
    Can’t search for job name
    No job name on invoicing why simple things that should be available

    66 votes

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  16. Would be great if you could link cirectly to the live stock levels inside Shopify so if I generate an invoice and sale from Xero then the stock level reduces and adjust accordingly. There does not seem to be functionality that does this currently.

    23 votes

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  17. I need Xero to have more payment file formats to upload bill payments into the bank. It is such a useful function, but it becomes too much manual intervention to add columns every time you export the file to match your specific bank's needs.

    It will be great to be able to upload a template that can pull the needed info, similar to a Sales invoice templates.

    3 votes

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  18. When running Payment Reports such as Bank Account Transactions or Accounts Receivable reports when you select the Column option of 'Invoice Number' the report includes Invoice Number in the report headings but does not actual provide the Invoice Number for each transaction. We would expect the reports to be able to show the Invoice Number field.

    3 votes

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    Hi all, this depends on the type of transaction that you're viewing in the Account Transactions report.

    Payment transactions don't have an 'Invoice Number' field in themselves, instead they are associated to an invoice. If you have not entered a separate reference the invoice number it's associated too will show in the Reference column of the report.

  19. Allow employees to edit/cancel approved leave if it's not yet been taken. Any changes should be resubmitted to the approver.

    10 votes

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     ·  7 comments  ·  Payroll  ·  Admin →
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  20. This is for on the App. (Not website). to create purchase order from an invoice. And send the purchase order by email

    3 votes

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