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  1. It would be wonderful if there is an option where employees can add R&D work hours in timesheet where the employers can filter the R&D hours separately for each employee

    3 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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  2. New Invoicing - have the document name of invoice include who it is from.

    PDF will show INV-02335OrangeCross.pdf
    INV-[inv number]_[organization ref max 10char].pdf

    Great for me as an exporter of invoices but more importantly as an importer

    3 votes

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  3. Move the "add last items" in the invoicing screen. Half the time the Billable items button comes up first in its place, but then moves to a lower point on the screen. The problem is if you click on it before it moves to the lower point on screen or just as it does, you end up with the last invoiced items on the invoice that you don't want.

    3 votes

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  4. When adding bills with mixed GST/GST-free items to an invoice as a single line, please preserve the tax attributions (proportions) of the items in the billable expense.

    Example: If I want to invoice a billable expense to a client from a purchase made at Coles Supermarket, the expense will contain some items that attract GST and others that do not.

    These are correctly recorded in the bill (spend money transaction), but when this bill is added to an invoice as a single line, the GST/GST-free portions of the bill are lost. (And tax is applied to the total…

    3 votes

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  5. When a client changes their GST taxable periods (e.g. 2-monthly to 6-monthly filing) they often need to file a return for a non-standard number of months to align with their balance date (e.g. 4-month GST return). It would be nice to be able to change the GST period settings in Xero to allow for the non-standard GST return to be filed directly from Xero.

    3 votes

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  6. A few things I've noticed that annoy me that I think could be tweaked;

    • Duplicate bills screen is a complete waste of time in its current state. Either change the parameters for what flags as a duplicate (ie - if it's the same amount, it should also be the same date, or check for duplicate reference numbers attached to the same supplier). Also give the option to ignore all duplicates from certain suppliers or if something appears, an option to never remind for this supplier & amount again.
      Also there's a button to provide feedback that doesn't work.

    • The new…

    3 votes

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  7. Currently, when filtering expenses by name, the settings reset to default each time an expense is opened and closed.

    Please update it so that the filter settings remain active, eliminating the need to reapply them for each expense viewed.

    Also, please add a date filter setting

    3 votes

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  8. Create a tax code/rate which we can apply to interest income to withhold 10% tax for foreign resident entities and this amount is automatically populated to the Activity Statement at item W3.

    3 votes

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  9. Insert a Notes section on the Bills You Need To Pay screen.
    For example, I can enter a due date, planned date etc .. but a section for Notes that can include a little reminder for example "confirm A123456 has been delivered"

    3 votes

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  10. Its a small change but something that bugs me as i do it at least once, sometimes twice, a day.

    Currently the "trust this device" check box is below the login button. If logging in solely on a keyboard you have to enter 2fa code, tab twice and hit the space bar to check the trust this device box then shift tab to go back up to the login button. So the keystrokes are enter 2fa, tab, tab, space, shift tab, enter

    If the check box was between the password and login button then it would be, enter 2fa code,…

    3 votes

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  11. I think being able to connect a barcode scanner to xero to allow users to create a new invoice and scan items to have them appear as line items would be very beneficial to many customers. A lot of people use xero to resell items and if i could create a new invoice and instead of manually type everything, to just scan the UPC and have the item pop up would help prevent human errors

    3 votes

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  12. To be able to copy a check style created for one organization to another organization to keep the format so we don't need to format a new one all over again.

    3 votes

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  13. As we don't have the ability to turn off automatic posting of payroll, can you add nominal codes for ER NI & ER Pension, other analysis fields to employees records rather than at Company level to allow easier analysis and posting of payroll journal.
    There is a field on the employee record to enter the nominal code for their wages cost so why can't there be more fields for different codes?

    3 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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  14. In files, previewing a PDF that has been uploaded or sent to files will not work for many chrome users.

    Upon opening in files, it gives the error "This file can't be previewed with this browser."

    This occurs if the user has google chrome, and has google chrome set to "Download PDFs" instead of "Open PDFs in Chrome."

    Many people have chrome set this way. Other sites have somehow managed to make their PDF preview still work...hopefully Xero can implement this. The current setup makes it very hard to review uploaded files when they are in PDF format, as they…

    3 votes

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    Understanding wanting a resolve to help you keep moving efficiently while you work in Xero. Having just tested this myself I was able to preview PDF's from the files library in my browser (Chrome and Firefox). Is it possible you have a browser extension such as AdBlock that could be preventing you from viewing files?

  15. Hi,

    I would like to suggest a small but valuable improvement to the Projects section in Xero. Currently, in the "Quotes & Invoices" tab within a project, only the invoice number is displayed, which is useful for tracking. However, for many businesses, including ours, it would be incredibly helpful if both the invoice number and the reference field could be shown simultaneously in the project’s invoice summary view.

    This improvement would enhance visibility and make it easier to track project-specific details without losing sight of important invoice numbers.

    Thanks,

    3 votes

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  16. I am looking for an alternative to Quickbooks. As a solo consultant, I thought Xero would be the most appropriate fit for my business. Unfortunately, the fact that I need to subscribe to the top pricing plan at $115 per month in order to be able to bill for time is totally unrealistic. I thought Xero promoted itself as being a good fit for small business???? I don't need to track projects, I just need to be able to bill by the hour and invoice my 2 clients on a monthly basis. I'm sure I wouldn't be alone in these…

    3 votes

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  17. Have an option in settings to only allow employees to access their payslip and not create. Our employees enter their timesheets into a job management system which is synced to xero for actual payroll and timesheets however on occasion they accidentally create a payslip in xero me and it creates a heap of issues down stream

    3 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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  18. Xero has removed the ability for casual employees to apply for annual leave if that leave is available to them. Annual leave is part of my casual employees employment contracts. The employees and I have agreed that they will receive annual leave and sick leave.

    These leave types were catered for in the past and the employees were able to apply for them when required. Now, despite still accruing those leave types, they are unable to apply for them.

    This change by Xero restricts my business's ability to determine what conditions I offer to my employees. While the terms of…

    3 votes

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     ·  1 comment  ·  Payroll  ·  Admin →
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  19. Xero made a lot of noise about how good the 'new invoicing' feature would be. Users gave plenty of feedback early on when new invoicing was optional, both in comments and by not switching over to new invoicing. Xero proceeded with the change seemingly unaware of the negative mood amongst users to the new invoicing feature.

    The product ideas section show, only in it's first 5 pages, 43 product ideas about new invoicing. Many of these product ideas are requests for previously available features to be made available again. Many of the ideas are under consideration or being worked on.

    3 votes

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    Appreciate your feedback, Martin. I can assure you throughout the build of new invoicing we have engaged and tested out features with many different users. To keep customers informed throughout we have shared blog posts and regularly update our Xero Central page with what's been delivered and what's to come.

    Being such a widely used feature, we have focused on features that suit majority of our customers needs. We appreciate some customers still want to see more development and we are continuing to enhance this new invoicing experience.

    Our products teams have conducted lots of research and testing to refine deliveries, and Xero Product Ideas here is another great way for us to understand what matters most to our customers - As you noted, we are listening and keeping users updated as developments progress with the status updates.

    We understand our customers would like to be more involved as we…

  20. View Invoices in the Invoices menu - Add View Option

    3 votes

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    Hi community, thanks for your insights on how this feature would be useful to you within Sales invoices. Being open we don’t have direct development for this planned atm, however our product teams are doing some more discovery in this space and we’d like to invite you to feedback through our survey here. Your input would be really valuable to the team as they get a deepened sense of our users for future improvements.

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