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  1. Allow custom reports to be displayed in the Xero Mobile App?

    5 votes

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  2. There is currently only one default setting for NI contributions to be made to. It is though necessary to separate out employee and director costs. Even direct employees and overhead categorised employees. Other pay items allow postings to different ledger accounts but not NI deductions. Would just save a lot of manual journal posting to correct payroll run postings.

    5 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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  3. Thank you for delivering to keep the existing contact when copying an invoice. Now when you email the invoice the email address is not populated from the contact file. You have to go and look it up to send the copied invoice.

    Please refer to the contact details and pre-populate their contact email addresses.

    Thanks

    5 votes

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    Sorry Lynne, It's a bit hard to troubleshoot and get the detail to understand why your contacts details like email aren't coming through to your copied invoice. I've just tested this with Draft and approved invoices being copied and the email of the contact was bought through each time as expected. I'd recommend raising this with our specialist through the Contact Xero Support option in Xero Central for closer inspection.


    Thanks for also checking on this, Olga - that message on defaults application is related to the Sales defaults saved against inventory items or the contacts record but doesn't apply to the contacts personal details. These should be applied when copying an invoice.

    To explain a little more - The reason defaults aren't automatically applied is because the line item fields will be prefilled with the information from the existing invoice that the new one is copied from.

    We understand…

  4. New Invoicing Autosave function - Does not work in Edit Mode

    When you create a new invoice the autosave function is there.
    However, if you approve an invoice and then try to edit it, then the autosave is not there and you must manually click update.
    Can you please make this feature more consistent. Either everything is autosave or not autosave. Having some aspects will create confusion and lost data

    5 votes

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    Hi all, we appreciate the interest and hearing how you find autosave a useful feature when invoicing. At this stage, we don’t have any plans to roll out autosave to the editing of an invoice once it’s been approved. 

    We’ve made some recent improvements to autosave within the draft state of an invoice that we wanted to share with you - Our product team has optimised how invoices autosave to help reduce the lag, meaning invoices load and save faster. Thanks again for your feedback.

  5. Unallocated leave. The only leave an employee should be allowed to create is leave that has been allocated to them. Unpaid leave if it has been created is automatically an option for all employees despite them not having it allocated to them. And thus the employees choose that leave which also requires no approval, which should also be a thing, why can employees automatically give themself unpaid leave without manager approval? So 2 changes above that I'd like implemented

    5 votes

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     ·  1 comment  ·  Payroll  ·  Admin →
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  6. We are after a report which shows the leave accrual rates for each individual employee in bulk report. I know we can view each individual employee by clicking on their leave balance and looking at the "Hours of leave accrued annually by a full-time employee. However for businesses with a large number of employees, this is very time consuming, therefore we would like a bulk report we can run to view all employees accrual rates in the one report.

    5 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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  7. New Invoicing has switched the position of Add from file library and Upload files. Whilst this may seem a small change, users are familiar with the order from left to right and I personally keep clicking the wrong one. Changing this order has no streamlining purpose so can it please be changed back?

    5 votes

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  8. When reconciling the bank, I always like to start with 'quick wins' and attempt to reconcile the suggested matches first. After the recent improvements, surely it now makes sense to add a filter on the bank feed reconciliation screen to 'show lines with suggested matches'?

    (This software coding must already exist because there is an option on the cash coding tab to 'Show lines with suggested matches' like in the screenshot)

    5 votes

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  9. completing a cert IV in accounting and bookkeeping you have to become a user for approximately 10 different companies. Therefore once you have finished your course they sit in your My Xero, the only way to remove yourself as a user it to do each one, can you have an option to remove yourself as a user for multiple companies in one step.

    5 votes

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  10. It would be great to have a Leave Balances report that reported in hours to match the employees' payslip balances for management to use. The current leave balances report only shows accrued leave in dollars not hours.

    5 votes

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  11. I've noticed that Xero is retiring classic invoicing, and that the Xero to Xero link option is not available in New Invoicing. Xero to Xero is an important feature for many of our clients especially in groups where there is intra-group invoicing with many items on an invoice this saves a lot of time! Please add Xero to Xero to new invoicing. I also want to ask if Xero to Xero can please automatically attach the pdf version of the invoice to the bill created in the opposite entity as this does not happen automatically.

    5 votes

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    Hi Michael, we have an idea for Xero to Xero in new invoicing and want to be open that this isn't something we'll be building into new invoicing however there is still a way to use this feature. You can have a read of my full post on the idea.

    In relation to your second idea around auto attaching the PDF of an invoice when it's created as a bill in the recipients organisation. I'll slightly amend your idea for this here and we can get a sense of the appetite for this.

  12. Layout of invoices with subtotal breakdowns for various VAT rates. To be able to present multiple subtotal amounts before various types of VAT are applied to the invoice. I have included an altered pdf file as an example of what you would want to see on the invoice.

    5 votes

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  13. When writing Cheques or payments would it be possible for an auto infill/ recall of the previous payment made to the Payee/Supplier, this would save time if the details are always the same and only the amount may vary, it would ensure that the correct/same account is always used giving consistency.
    Should any of the details differ then these can be input as currently but an auto infill would save me an awful lot of time as I don't have a bank feed to all the bank accounts I oversee.

    5 votes

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    Appreciate it's been some time since you originally started this idea, John - Just to confirm what you're asking here. Would this be when adding a manually applied payment to a bill? Or when reconciling in the bank account?

  14. In the custom reports menu, if you are no longer using a report but may need it again, the only option is to leave it there or delete. There is no option to archive the report. It would be good to have this option in case you need to refer to the report later.

    5 votes

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  15. We currently need to manually enter additions such as tips to several employees which is time consuming. It would be nice to enter all the tips with one CSV import into Xero.

    5 votes

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  16. In the Standard Invoice template - the delivery address currently shows in the middle column, rather than under the name of the business. This is confusing if a business has multiple locations, with one centralised billing address. It means that the centralised billing office can't easily see which location the invoice is for/items were delivered to.
    It would be better to show the delivery address under the name of the "To" so it's obvious which location the items were delivered to with the name and the corresponding details of address and contact person.

    5 votes

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  17. I propose an update to the formatting of the cheque stubs so that summarize the list of bills that are being paid by cheque on the stub, not the individual line items.

    I have a client that owns 12 franchise restaurants. Some of the bills that are received have to be split 12 ways. if multiple bills are received, we're looking at that many more lines on the stub. Can we please update the format of the stub to summarize the bills that are being paid to avoid confusion for vendors?

    The attached stub is a payment for 3 bills.

    5 votes

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  18. Being able to turn off "suggest previous entries" can prevent clients being to trigger happy with the "Ok's" in the bank rec screen. Unfortunately, this option does not flow through to the Xero APP. Can this please be updated.

    5 votes

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  19. Analytics Plus - Predictions do not filter based on bank account selection

    When you have multiple bank accounts but only need one selected for cash flow purposes, the monthly predictions that xero has created do not filter out based on the bank account they were predicted from.

    In my example I now have petty cash predictions and interest income from a savings account showing when only the main current account is selected, this messes with the predicted end balance making the cash totally useless

    5 votes

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  20. Adding more banks in Singapore for the bank feed in Xero.

    Example, adding Anext Bank into Xero. Will benefit small businesses who are using digital bank like Anext Bank.

    5 votes

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    Hi all, just updating the status of this idea to Gaining Support here, to align with our new statuses for Xero Product ideas. You can read more about this on our blog.

    For the time being, you can keep your accounts up to date in Xero by manually importing statements from Anext Bank. As per our last update below, we'd also recommend sharing this link with your bank to let them know you'd like to see them connect with Xero, and they can fill in the form if they're interested in Partnering with us.

    While we don't have any direct plans for this atm, we'll share if any are made with you here.

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