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  1. Can you please look at adding a feature to payroll templates which allows Job title to appear under 'Employment Details' on payslips.

    6 votes

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     ·  1 comment  ·  Payroll  ·  Admin →
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  2. Can we please add a company logo on the payslip email?

    At the moment it just has the 'Xero me' background saying "your payslip is attached" ect. It would be nice to be able to swap that image with our company logo thanks.

    3 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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  3. When entering a quote, we have to enter an account code for every line of a quote. If we type one in incorrectly (for example entering code 2000 instead of 200), then Xero opens a link to add account codes. The problem is that this does this in the same window. You cannot go back to your 38 line quote that you spent nearly a half hour creating because Xero didn't open a new window, no they put the link to new account codes in the same window as the quote. If you hit the back button to get back…

    2 votes

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  4. When creating an invoice from a project-keep items in the same order as they appear in the project. It is very confusing when all the items are in different places than they were in the project and I have to reorder everything.

    2 votes

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  5. In the bank account settings, add an optional data field to enter in the Overdraft limit on a bank account. Then on the dashboard screen, show the net available balance of current bank balance + the undrawn Overdraft limit.

    Purpose - to save the user from having to manually calculate how much is available to make supplier/payroll payments or login to internet banking prior to check.

    Should also be a simple feature to add.

    3 votes

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  6. I would like to submit a feature request for the Statement of Account (SOA) report. Currently, the SOA allows for downloading the entire account summary for a contact, but it lacks the ability to filter and download specific invoices based on types or any other granular filtering or customization.

    For example, in my organization, clients sometimes use multiple revenue streams. Invoices are categorized by these revenue streams. There are instances where my clients only need the SOA for one particular revenue stream.

    It would be incredibly helpful if the SOA report could include a filtering option where users can select…

    3 votes

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  7. If we cannot put a warning against the bad payers, surely it cannot be that hard to be able to change the customers business names into another color (Red) So when you search or create a new invoice, alarm bells will ring and hopefully avoid more loss

    2 votes

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    Hi Todd, have you seen credit limits? These will allow you to set a limit to how much spending a customer can make with your business. When they reach that limit you can also choose whether to restrict invoicing for that customer. This may help with the scenario you're noting here.

  8. Where there is more than one bank account in an organization, it would be very useful to be able to filter out a particular Cat Code, separately , within each bank account. Currently one gets the entire Cat Code for the entire organization, showing all the bank accounts. Also, the column "Tax" remains blank when a bank account's reconciliations for the date selected are chosen. Please see my uploaded example of just one bank account's reconciliations, which contains every transaction, but no tax shown. The report shows "Gross" and "Net" to be equal, when in fact there are many with…

    1 vote

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  9. It would be helpful if you could see if an attachment was uploaded - you could consider showing an Icon outside the RHS of each line., as something Every GST checker needs to do, is make sure they have the appropriate attached Invoice so they can claim the GST. In Xero, it is laborious to have to open each line and check if their is an attachment.

    1 vote

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  10. Please could you add a 'Back to the top' button, especially on the reconcile and report pages, but every page would be useful.
    After scrolling down many line items, it would be far quicker to have this function implemented for ease.

    1 vote

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    Thanks for sharing, Katie. We don't have any plans for adding this within Xero atm, however if working on a desktop you can use Home button on a Windows, or on a Mac you can press the Command key + Left arrow. This should help when navigating a long list such as reports like you mentioned.

  11. It would be great to be able to mark payroll taxes as paid so I can see immediately if I have missed anything.

    2 votes

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     ·  1 comment  ·  Payroll  ·  Admin →
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  12. When reconciling a bank account, it would be extremely useful to see WHERE a transaction is coming from (Bank Feed vs Imported Statement). Especially when deleting duplicate transactions, it'd be nice to know which is which as we prefer to not delete bank feeds when possible.

    3 votes

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  13. Once you close a period, pulled all the accounts and happy with the financial position, you close the period to stop posting to that period. But when you receive a old supplier invoice, which has been accrued in, Xero does not allow you to post the invoice without re-opening the period date. This means, you either reverse your accrual journal to post the older invoice, changing the financial position or manully altering the invoice date, to post it into current period. Increases workload and hassle. It also means your supplier account does not mirror with their accounts with dates. Xero…

    6 votes

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  14. Mobile - photo
    When I quickly want to take a photo of a receipt using mobile, I have to go through several clicks from the Dashboard: Purchases | Files Inbox | Take Photo. Which is frustrating. Can't you put a button on the dashboard [Take photo]?

    2 votes

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  15. Hello,

    When you go to add in a 'add payment' in new invoicing, today's date auto populates. If you click on this field to change the date, you HAVE to use the calendar and arrows, it won't let you type in a date.

    Can you please add this feature, like is available in most other areas of Xero?

    If you could also please allow any date format to be entered in his field this would be preferred, (yes like bank reconciliation dates, not like fixed assets dates which only allow 1 format of date to be entered)

    4 votes

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  16. To be able to add a description column on Xero when looking at Bills or to even add Project number as a column so we can see what Bills relate to Which Project

    3 votes

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  17. Bulk archive option for any contact either supplier and customer with no activity after 2 years or at least being able to run a report for the same inactivity (Smart list does not offer the options needed)

    9 votes

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  18. In regard to client monthly charges being oncosted via billing, would it be possible for you to run a report of any other files that are dormant. Files that are being paid for and not used?

    2 votes

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  19. Add a best before/expiry date to the product information to give a more comprehensive overview of stock.

    1 vote

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  20. We raise an invoice to a client.
    They pay it.
    Then for some reason, something changes.
    We need to raise a credit note against that invoice!

    I know I can create a new one from scratch but I want the history with this particular invoice and all the other details that I have already typed into it.

    What I DON'T want - is to delete the payment, create the credit note, delete the allocation of the credit to the invoice, then reapply the original payment.

    It is not an option within Xero to 'copy to draft' and create a negative…

    4 votes

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