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  1. It would be great if you can display taxable pay for period and taxable pay YTD on payslips. This will help employees and employers.

    1 vote

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    0 comments  ·  Payroll  ·  Admin →
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  2. Currently there is no way to sort or search for unpaid invoices in Hubdoc. This renders the paid flag only useful if you manually scroll down the invoice list. Getting a quick list of all unpaid invoices would be really useful functionality addition and add a point to the paid tick box. I would use it every time I logged into hubdoc.

    Given the flag already exists it would hopefully be a relatively small change.

    1 vote

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  3. What happend -
    I imported invoices with an invalid account number. When I went to review the imported invoices in draft, the new invoicing AI technology selected suggested account codes for me, almost to fast for me to notice the account code was blank

    Why this is important -
    The "review draft invoices after import" step is critical in getting it right - I should be able to review exactly what I imported to see where the mistakes are. I can see this being an issue with integrations where invoices are imported via the API

    What Xero can do - …

    1 vote

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  4. The new and improved Payroll Employee Summary report no longer has the function to filter by Employee Group. I use this feature to calculation the payroll tax payable each month so I can separate out the different states which we employee staff. Is there anyway this filter be included in the new report or can the old report be reinstated until this is resolved?

    2 votes

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    1 comment  ·  Payroll  ·  Admin →
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  5. I want to disable Xero from autofilling my tracking categories on invoices. I regularly invoice a client but the invoice tracking category differs regularly. I'm sick of having to correct the autofilled tracking category to the correct selection.

    There also appears to be a bug in this area. When I delete/amend the invoice tracking category that has been autofilled and then alter any part of the line item it reverts the tracking category to whatever it was originally, which is really annoying me.

    this has caused my organisation major headaches now at the end of the financial year and is…

    2 votes

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  6. Product - Streamline creating new variants of one product. It's common to have one product with lots of variants (size, colour, etc). They have different SKUs and description but the same cost price, sale price, accounting codes, tax treatment, inventory tracking. I should be able to create many products on one screen. I know I can do this by importing an excel file that I've created but should be able to do it within Xero.

    1 vote

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  7. 1 vote

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    0 comments  ·  Admin →
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  8. We are able to do an invoice search by paid date. However when exporting that data there isn't a Paid Date column.

    If this cannot be done, at least allow a filter in the Receivables Summary and Detail reports for Paid Date.

    2 votes

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  9. Import the sales invoices to Xero with the PDFs being attached to the invoice automatically. I understand we can import sales invoices through CSV files but to provide relative documents to customers, we need to attach pdf manually. Would be great if this could be possible. This action can save time and possible error of attaching a wrong pdf.

    1 vote

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  10. Please include the Sales Tax Exemption field as a column in the Contact csv template/import.

    The new auto tax feature appears to utilize this field, and having to go to each contact through Xero, one at a time, to edit and update this field is very time consuming. Too many clicks to update a field for every customer contact a client has.

    Tax affects all customers. It would be beneficial when rolling out new features such as this to consider what needs to be done to make such a feature truly work and be efficient. The ability to do mass…

    2 votes

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  11. While the auto tax feature is nice, there's certainly limitations, which makes using it complicated. When auto tax is activated, the repeating invoices that move to draft etc should have the auto tax feature already featured. Shouldn't have to change each invoice from manual tax to auto tax.

    This is especially tedious when subscription-based clients are using the repeating invoice feature. Hundreds of invoices are being put to drafts for some clients.

    1 vote

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  12. There is a need in multi currency businesses (or businesses that work across multiple countries) to allow bank payments to be assigned to bills in a currency other than the currency of the bank account used, or the base currency of the actual business.
    ie. A GBP base currency country paying a BILL in EUR out of a USD bank account.
    The workaround is clunky and overly complicated - and easily results in a unbalanced clearing account without significant manual adjustments.
    The way in which the system allows some transactions to be processed easily in the match process would be…

    2 votes

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  13. Since the new update on invoices, you can no longer send a reminder invoice when the accounts are locked. This seem a bit silly as you are not changing the invoice just simply sending a reminder. To do this now i have to go and unlock the accounts the the month which the invoice is dated, send the reminder and then re-lock the accounts.

    Please can this be changed back as it is a waste of time

    2 votes

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  14. The new mobile functionality for Outstanding Invoices adds more steps to being able to see when an invoice is due.

    In the past, it was a one button press into Outstanding Invoices and it was easy to see the dates for when all invoices were due.

    With the new system, now when you press into Outstanding Invoices, you cannot quickly see the due dates, and it's cumbersome to have to dig into each client by pressing View all invoices, only to then be able to see the due date.

    I believe the previous system was far more effective for a…

    1 vote

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    Thanks for your feedback on the change in the mobile app, Mike. I've passed this onto the team however do want to be upfront that there's no immediate plans around this atm. 

    Instead, the 'Sales' tab invoice list screen might help what you're trying to view. This will show all the invoices and due dates in the same screen. 

  15. Verify GST # and NZBN against the register.

    1 vote

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  16. Currently Xero does not assign annual leave and public holiday to a project/job as timesheet doesn't have this function.
    Superannuation generates from payroll (pay run) , however, there is no place to allocate superannuation to different projects/jobs as well.

    2 votes

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    0 comments  ·  Payroll  ·  Admin →
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  17. Change the PDF "Drag & Drop" feature back to how it was for the 'New Invoicing' template.

    Why would we want to click on the file box and then drag a file from a folder??

    It makes no sense!
    Please stop changing things without testing or seeking feedback from people who actually use the program.
    Program designers use the program and features differently from how an accounts person does.
    An accounts person has hundreds of invoices to complete and learns how to efficiently process large batches of invoices.
    Remember, we buy this software to make things easy, not harder.

    4 votes

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  18. Xero billing: Please make the packages pricing clearer on the monthly invoices.
    i.e. please add the package elements breakdown. It doesn't have to be a separate line item, it could even just be added to the text description, but showing one price, as per the invoices from xero, does not explicity explain that there is a breakdown for items mentioned. Seeing this clarity on the monthly invoices is very helpful for ensuring transparency from xero to its customers. Also, months - or years - down the line it is hard to remember what the package elements cost unless so having…

    2 votes

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  19. Xero Me - By adding a reference number field as an optional input you can more easily trace and reference expenses loaded onto the system via the Xero Me app on your phone. At present such a bill has no reference number.

    1 vote

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  20. To be able to trace back to a billable expense that is connected to a sales invoice.
    I know on the billable expense it states the sales invoice reference number it's connected to (and is a clickable link to take you to the invoice) but on the sales invoice it just mentions billable expense, not a reference or more detail or a link to lead you back to which expense it is.
    This would be extremely useful.

    1 vote

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