Skip to content

For small businesses

Categories

  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback

4768 results found

  1. Apportion payment to specific line items on invoices. This would allow you to choose where to apply the payment, making it possible to have invoices with multiple payments to have the sales taxed/no sale tax payment correctly and just not proportionally.

    28 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  2. When a Pay Template has been created for an employee, only the matching Earnings Rate should be overwritten by entries in Timesheets. Any other Earnings Rates that are set up in the Pay Template should still should still be available in the Payslip - they shouldn't have to be added back in again when processing the pay run. For instance, Fares & Travel Pattern Allowance needs to be paid over and above the Ordinary Hours recorded on the Timesheet. If it is listed on the Pay Template as an Earnings Rate for an Employee it should appear regardless of whether…

    79 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

     ·  25 comments  ·  Payroll  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  3. As it stands the "template" is largely superficial, whereas a template should be meaningful.

    When I think of invoice templates, I think: unit prices, quantities, etc... much like your "repeated invoices" except the repeated invoices don't include dynamic dates. Monthly billing for a team is a nightmare.

    So either expand the templates to include meaningful features, or add dynamic dates to the repeated invoices. Preferably the second option so I don't have to constantly rebuild invoices for my team.

    32 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  4. Invoice templates should not be in the "settings" but in the actual part where the invoices are, this is product development 101 stuff guys seriously...

    Adding/altering/deleting invoice templates should be accessible right from within the sales overview and invoice section. I shouldn't have to google for this stuff, it's really quite terrible.

    4 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  5. Listing Time Entries in Chronological Order in Invoicing for Projects.

    As raised in support case CX0012531595 - I use projects to create invoices for clients and show time entries for all tasks - the problem is that the draft invoice seems to put all the entries in random order rather than a date order - there is no way to sort by date so that it reads chronologically for the client. Interestingly you can run a report to list entries by date, so that functionality exists in the platform but it needs to be brought into invoicing. I have seen…

    26 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  6. It would be good to be able to see the bank account details (BSB and Account number) on the new bill screen when entering invoices to be paid. By having the contacts bank details on the entry screen you can easily check that the bank details in Xero match what is on the invoice. This would save time of having to go and open the contact to check that the details match - not to mention save time of having to download the invoice so you can view it while checking against the contact. Being able to look at the…

    25 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  7. Have an itemised subscription invoice by Xero Organisation, so that it is easy for us to on charge the costs to our clients.

    18 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Hi everyone, while not completely solved, we've made a recent addition to the client export which now allows you to export the Subscriber Email. This should help provide a better view and filter your clients subscriptions through the export file. 

  8. In the account transaction report I would like to use the source filter to pick up Payroll & Super transactions only, however there seems to be no option, it would be great if there was one

    3 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  9. Stop repeating invoices being changed to draft when the author/owner/user that added it has been deleted.

    Right now when a repeating invoice template has been created by a user who has since been deleted, the repeating invoice template option will be reverted to 'save as draft'.

    23 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  10. Currently, if you change the address of a contact, old invoices and bills will show the new address and not the old address.

    It would it be good if the old documents can keep the old address. It is because having the old address is a piece of evidence to show where the goods have been delivered to. It is important to show that to the tax authority and auditors where the goods are delivered to determine the GST/VAT type, etc.

    pls look into this. thank you.

    80 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  11. I am needing to import my payroll expenses from another payroll platform in the form of a manual journal. I need those payroll expenses to be tracked by project. It would be handy to be able to have a column for projects instead of a tracking category.

    52 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  12. Users that can create draft invoices should also be able to print off pdf's and packing slips of approved invoices

    23 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  13. TO create a list showing all employees holidays taken and what is remaining.

    11 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

     ·  0 comments  ·  Payroll  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  14. We need to give a user the 'Invoice only (sales)' permissions but do not want them to view invoices created by other users or ANY sales figures such as 'total awaiting payment' or 'total overdue'.

    It would be incredibly useful to have tick box options for main permissions when setting up a new Invoice Only user. These permissions should include:
    - View sales totals
    - Approve invoices
    - View invoices created by other users
    - View Invoices awaiting payment tab

    33 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  15. People here in PH are starting to use Xero and I think many more will use it too if you create reports that are required by our Tax Authority such as:

    Sales Journal
    Purchase Journal
    Cash Receipts Journal
    Cash Disbursements Journal

    Most of our clients are asking for this. I really hope you will be able to implement this.

    7 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Hi everyone, just wanting to highlight that as Caroline has suggested, it is likely the Account Transactions reports in Xero could be used to create the reports required. However, this depends on what information you require each report to contain.


    If anyone is able to reply with more specific details on whether any information is unable to be obtained via the account transaction report this will help our product team better understand what's needed.

  16. To add a tick box when converting from quote to invoice to keep quote date and not for it to default to today's date. Similar to the option to mark as invoiced or not. It would be great if the date does not default today's date if it is revised but stay on the original quote date. Once the quote is accepted and it is converted to an invoice, we please need the ability for the quote to stay on the original quote date and not to default to today's date.

    14 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  17. Ability to change the standard Xero password when emailing payslips.

    Purpose - if emails were hacked, the current standard password (initials & birthdate) set by Xero is easily guessed. It should be possible within Xero to change this standard password.

    25 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

     ·  6 comments  ·  Payroll  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  18. Streamlining " Multiple of Employee's Ordinary Earnings Rate" .
    I have a client who has 14 employees and 4 Ordinary Earnings Rate for each employee as their business trades 7 days a week. Each Employee is on a different Ordinary Earnings Rate. The current system on Xero requires you to create and select Multiple of employees ordinary earnings rate in the payroll settings and calculate and enter the multiplier % for each earnings rate for each employee in order for the ordinary earnings rate to be calculated and for the annual leave and carers/personal leave to be calculated. This is…

    49 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

     ·  28 comments  ·  Payroll  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  19. It would be really useful for those of us in the UK if we could run a report to calculate holiday pay based on a 52 week average. Legally this has been a requirement since 2020.

    51 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    15 comments  ·  Payroll  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Hi everyone, thanks for your ongoing interest and support for this idea.

    We understand the complexities surrounding calculating holiday pay for employees in the UK, and acknowledge the need to provide a helpful way to calculate an accurate rate in which to pay out their holiday.

    Our product team are excited to share that this is an area we are currently looking into developing.

    Your feedback and ideas are extremely important to us. As such, we’d like to reach out to our valued community members to get involved in prototype testing, commencing later this month.

    The testing will involve using a prototype tool to assess the usability of a proposed way of calculating Holiday Pay in Xero. We'd encourage users that feel strongly about this area of payroll to sign up and welcome users of all experience levels.

    Given the popularity of this idea we expect spaces to fill up…

  20. From Chart of Accounts, click on an amount in the YTD column. The account loads with the transactions in date order oldest to newest. Please reverse this (or create an option) for the transactions to load with the latest transactions first by default.

    33 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  • Don't see your idea?