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  1. Good afternoon

    We are a liquid manufacturer and require the use of proformas to send to the client to pay before the goods are shipped then for this to be invoiced once the goods are shipped

    I have checked some articles but the way to do this is to create a template to which we name is pro forma, and code this to a separate code in the balance sheet (name it Pro forma deposits or something similar). Once we have confirmation the goods have been shipped, we have to manually put on a credit to go against the same…

    28 votes

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  2. Being able to invite users to the demo company so that we can see how the system we are setting up works.

    8 votes

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  3. Have the ability to set the relevant Award Rates and applicable grade so the pay rates gets automatically updated each year when the award rate changes, rather than having to manually make the changes.

    36 votes

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     ·  8 comments  ·  Payroll  ·  Admin →
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  4. A number of bills are received via supplier portals rather than by email. The simplest entry point into Xero is therefore to drag and drop the pdf into the "Files" area of Xero and then create the bill. However using this method doesn't auto-populate any of the information for the draft bill like when using the email to Xero method.

    I'm sure all the functionality is there for this suggestion : It would be great if files could be dropped into a specific "Bills" folder from which then Xero a) automatically created draft bills and b) auto-populated fields on these…

    22 votes

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    Hi everyone, we're pleased to share that we have some work underway atm that will provide what you'd like to see here. Right now, along with work for managing duplicate bills, and providing a quick view of bills we're developing a bills upload feature where you'll be able to upload or drag & drop a file from your device to create a bill in your Xero organisation. You can read more of the detail on our blog and I'll round back to share once this is released for you all.

  5. Lot of employee are working overtime. Holiday should be paid adding the Holiday Pay Adjustment. This means that overtime, certain allowances and commission plans will be included in the first 20 days of leave taken in any holiday year. To put this simply, you should be no worse off financially by taking your holiday. So if you earn commissions, claim certain allowances or work overtime these will now be considered as part of your holiday pay adjustment payment. Every employer must calculate this manually, and errors may occur during the process. It would be fantastic if a formula could be…

    4 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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  6. It could be helpful to have the functionality to be able to copy and existing company in Xero in order to create a new one with the same details. This would make setup of the new one much faster particularly when companies have multiple entities that do the same thing just in different states / Emirates / countries even. You can pretty much copy anything else within Xero so it would be beneficial to be able to just clone the company itself.

    26 votes

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  7. it would be ideal if you could have the ability to remove / delete costs in the main information tab in a quote. Ie: If you apply a template with a bunch of costs but realise you need to change it - it would be idea to be able to select multiple costs and just remove them from the quote rather than having to go into each individual cost and deletling.

    6 votes

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  8. Applying Mark up in Quote - Ability to hit 'apply mark up' and select specific costs / folders that the mark up is applied for. Ie labour costs are not based off markup but the products are. If you hit 'apply mark up' the markup gets applied to every single cost.

    14 votes

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    Rounding back on the idea here it sounds like using non tracked inventory could be a solution. 

    In Products and services you can add items and enter a Purchase price and a Sales price for the same item. 

    This means you can add the marked up price for Sales and when you select the item in Quotes or Invoices this price will be reflected for the line item.

    Alternatively, you could add a discount to lines of your invoice if there is a general amount or % by which you would mark up items. 

    Keen to hear your feedback for these options. 

  9. Why make credit notes so difficult to create?

    37 votes

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  10. It would be great if you could add a "New Item" when you first create a transaction. At the moment, you have to save and close the transaction, go back to it and "edit" then you can see +New Item at the top of the Item column. It would be a great improvement to workflow if you could do this straight away and if anyone like me has new items each week it would save some time. Thanks.

    3 votes

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    Hi team, pleased to share our team have been doing a bit of work in the Quotes space and we'll soon be releasing a change that enables the ability to create an inventory item directly from within a Quote. For now I'll shift to working on it and we expect to return very soon to share once this is live to you to use!

  11. As per this post 3 years ago I have the same challenge.

    https://central.xero.com/s/question/0D51N00004DBrgFSAT/annual-leave-ledger-code-setup-in-payroll

    Can Australia be configured the same as NZ by having ability to send Leave taken to a balance sheet leave liability account?

    17 votes

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     ·  1 comment  ·  Payroll  ·  Admin →
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  12. Hi
    I would like to be able to process a Payroll Transaction Summary Listing report that shows the individual amounts per pay item for every employee for the financial year in one report. Currently, I need to select the individual employee to get this information, but this is not practical when a business has 10 or more employees as it takes too much time to select each employee individually to get this information.
    Thanks

    3 votes

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     ·  1 comment  ·  Payroll  ·  Admin →
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  13. Regarding the Income Statement:

    When the "Percentage of Income" & "Year to Date" options are selected, can we get the percentage of income column to calculate on the year to date column as well?

    This would allow for better variance analysis - comparing the current months percentages to the year to date percentages.

    2 votes

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  14. When looking at a list of transaction, for example in Bank Statements, it can be hard to visually identify where transactions relating to the current month or any month begin/end in the list.

    When viewing such lists, by simply adding a darker separator line at the end of each month, and maybe an even darker/wider one at the end of each Financial Year (or indeed by having a slightly different background colour/shade for alternating months), it would make visually identifying months so much easier.

    Please can we have such a feature? It would make life a lot easier for many…

    2 votes

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  15. Allow casual, one off, expense claims WITHOUT needing to purchase the "Expenses" subscription.

    I am the treasurer of a Men's Shed and, occasionally, members use personal funds (either card or cash) for Shed expenses, generating an expense claim. These are rare, usually one off, and might not occur again.

    Could an exception be allowed for this, within the software, that would allow a one off expense to be recorded? This could then then trigger the need to purchase the "Expense" module if that person had any future expense claims within, say, 12 or 18 months.

    4 votes

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  16. Would be fantastic if when a fixed asset purchase is recorded and a document is included with the transaction, this document is also recorded in the draft fixed asset window. This would help as reference when moving the asset from draft to registered.

    9 votes

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  17. Show leave balances on payslip in days and hours and not just hours. Easier for staff to understand their leave balances in days than only in hours.

    194 votes

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     ·  17 comments  ·  Payroll  ·  Admin →
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  18. We have imported all our contacts (a mixture of customers and suppliers) into Xero but they have all gone into the "All" category and there is now no way of assigning them to the "Customers" or "Suppliers" categories. It seems like a crazy restriction that not even the Xero people can fix for us. My suggestion is to allow us to move them out of All into one of the other categories.

    9 votes

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  19. We need to pay two different groups of employees from two different bank accounts. Having to change the payroll settings each time I do a pay run (to change the bank account) leaves far too much room for error. Can there be an option to select which bank account you want to use for each pay group PLEASE!!?

    18 votes

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     ·  6 comments  ·  Payroll  ·  Admin →
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  20. Every time I use your "Save to Xero" function on a Xero invoice to generate a bill, it goes into Xero as GST inclusive (regardless of the invoice's settings) and I have to manually reverse the GST out to make it exclusive as it was - make it so I can add a bill via that feature and have it observe the original GST handling as exclusive.

    1 vote

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