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  1. SSP EXTENSION; There needs to be a way of extending SSP
    Most people who are off sick are not aware of when they will return, it is often necessary to be able to extend SSP. It is not acceptable to have a process that requires reverting payroll. I am still trying to get almost £5000 back from HMRC because Xero reported the variance in April as an additional payroll & the YTD figures have not corrected the issue. Reverting payroll should be the very last resort & not used for something as standard as stat sick leave.

    1 vote

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     ·  0 comments  ·  Payroll  ·  Admin →
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  2. 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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  3. pay rates rounding by 4 decimal points causing an underpayment of wages. EG: Base rate is 25.65 x 1.5 = 38.475000 but the award rate is actually 38.48. Need a solution for this ASAP.

    8 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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  4. 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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  5. When a new invoice is created, have the reference number auto fill from saved data. Just like you can save what sales account and tax to use for a contact. I have customers that give me a blanket PO for the year and I use it on every invoice I create for them.

    4 votes

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  6. It would be helpful when setting up new GL accounts in the COA if the screen would populate somewhere (even a drop down would be helpful) with the existing COA so you can see in same screen what’s already there and where your new account would fit logically

    1 vote

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  7. For the line items in the Tracking Summary, please include a currency column! Historically this was available. Calculating commission now takes WAY longer. Seems like it should be an easy fix.

    2 votes

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  8. When copying an invoice, we need to be able to copy and paste in the item code without it deleting all of the description, qty and cost.
    You can do this in classic invoicing, but when you do it in the updated invoicing it removes all the data on the line.

    6 votes

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  9. We are using the Xero API to post invoices from a POS system we have created.
    Our customer some large customers with multiple departments. They would like to specify which email address the invoice is sent to.

    The simplest solution would be to include the email address in the invoice data sent from our system to Xero. (If omitted, the main email address for the customer would be used.)

    A more secure solution would require that the email address be one of those entered in Xero for the customer or their contacts.

    An alternate solution would be to specify the…

    3 votes

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  10. Activating a bank 2-Steps-Verification process or bank one-time pin when processing payments using stripe integration.

    1 vote

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  11. On the classic invoicing there is a send button at the top by email, print pdf etc that you can use to send to another xero customer. This feature is no longer on the new invoicing version. It would be good to have the send button back

    10 votes

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    Hi Samantha, when referring to send would this be the 'Email' button in classic?

    If so this is actually still available in new invoicing, you'll find the option in the 3 dot menu at the top of the page 🙂

  12. Please be consistent with the location of the "Branding Theme" field.

    You have placed the "Branding Theme" field in different places, in the Quotes page it's on the right and in Invoicing it's on the left. Can you please put it in the same place consistently. As a user you learn where fields are and automatically go to them, so this is annoying.
    My preference would be to keep it on the left.
    Many thanks,
    Rachel

    2 votes

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  13. It would be most helpful if we could edit "receive/spend money" with "Bank receipt/payment", where "Bank" is replaced by the name of the bank, i.e. HSBC or Barclays, etc.
    If more than 1 account with the same bank, HSBC Vat a/c or HSBC Paye a/c, etc....

    2 votes

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  14. Please add chart of account codes as a filter on the Income and Expenses by Contact report

    2 votes

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  15. Would it be possible to include supplier name and invoice date in the Tasks & Expenses tab, within Projects. We currently have to add this information in the materials line which is inefficient when the information is already within the transaction.

    3 votes

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  16. I am very concerned about the new pricing structure for your plans. I have a number of clients in the trades industry who only require project management for a maximum of two users, and the existing pricing plans would not / will not be conducive to their needs, if they don't already have Projects as an Add-On.

    One of my existing clients is interested in adding Projects to their account, but with the current price plans it will cost an additional £29 per month to add just that; this option is far too expensive for them. For a small team…

    2 votes

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  17. Sending a statement with additional notes in the email. Is there a way to keep record of the additional notes. At the moment you only see under the contact's history and notes that a statement has been sent, but there is no record of the notes that was sent with the statement

    3 votes

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  18. It would be great to have the ability to assign New staff to all existing Projects without having to open each Project individually. Perhaps a multi select drop down. Currently I am having to open 40 projects and add the new staff member in one at a time.

    3 votes

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  19. Cash Summary Report to include Primary Person Please.

    Can you get a cash summary report to provide in order 3 items as per below
    Invoice No ... Contact ...Primary person
    I cant seem to find a report for all three .
    We send 170 invoices out client who pay sometimes do not include invoice number and we have to track by firm name or contact which can vary also on bank receipt information.

    e.g.

    I need "Primary person" to help "match" an unidentied payment. so searching for "primary person" identifies the invoice number or the right contact.

    2 votes

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  20. 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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