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  1. It will be very useful for reporting if we are able to change the layout of Timesheet Details from a week ending to fortnightly while also able to choose the start date and end date without the dates with zero hours.

    3 votes

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     ·  1 comment  ·  Payroll  ·  Admin →
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  2. I would love to see a newer updated "look" similar to what Freshbooks or Quickbooks Online has. They have a very streamlined look. I like how they have the tabs on the side that say "invoice" and "expenses" without having to go through the dropdown menus.

    3 votes

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    Hi team, while not a solve for an updated 'look' of the dashboard we wanted to make sure everyone on this idea was aware of some of the shortcuts that can help you get around and create transactions from many screens. 

    The '+' icon next to Search in the blue banner enables you to create a range of different document types, similarly there are shortcuts that can be entered in Search from the blue navigation bar that will take you to different features such as bank accounts, the files library or reports. See more on these in our help article here

  3. It would be great to see an option of being able to highlight in red or yellow a particular line on your sales invoice for the client to specifically take note of, because at the moment when I add a note for clients to see I write it in capitals but it still gets ignored. Whereas if it was highlighted they may take more notice of it.

    3 votes

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  4. At this stage Xero doesn't recognise if an Employee is on Unpaid Leave.

    Xero's default behaviour when an employee (that is assigned to a holiday group) submits a request for a period of Unpaid Leave spanning one or more public holidays, is to exclude those Public Holidays from the calculated Unpaid Leave hours.

    This has the effect of allocating those Public Holidays as paid hours in a pay-run rather than as unpaid hours. This is not consistent with the Fair Work Act (https://www.fairwork.gov.au/employment-conditions/public-holidays/not-working-on-public-holidays)

    If this is not picked up and adjusted before finalising a pay-run it can result…

    3 votes

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     ·  1 comment  ·  Payroll  ·  Admin →
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  5. PLEASE, PLEASE, PLEASE add an option to Payroll that allows employer expenses to be processed. The Union our company is a member of insists we pay as an employer expense into a redundancy program and also an income protection program for each employee. The Union demands that the payments are detailed on each employees payslip. We can only do this if we have an employer expense option. One of my clients in the United Kingdom uses the UK version of XERO and their version allows for this. Come on Australia, catch up!!!

    3 votes

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     ·  1 comment  ·  Payroll  ·  Admin →
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  6. VAT - late claims. As i use tracking categories - everything runs back through the late claims part of the VAT report but, this means there a mass of data to check through for the actual late claims that i do want in there. Very time consuming to check through all this. It would be great if you could separate out - say that the things come through from the bills from the tracking categories.

    3 votes

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  7. At the moment, there are two places you can find out if there are billable expenses outstanding for a Contact: at the bottom of the Sales Overview, and in one report.

    A total should be visible in the header of Contacts that have had billable expenses assigned to them (including if there's Projects assigned to that Contact with uninvoiced expenses).

    There should also be a widget for the dashboard similar to the section at the bottom of the Sales Overview.

    These will make it easier to remember to on-bill expenses in a timely fashion.

    3 votes

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  8. Currently, when using the cash coding screen, if you do not allocate a payee a new payee is created for each line item. If there is no Payee the contact should be Unknown otherwise there is too many contacts created for no reason.

    3 votes

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  9. It would be useful to add possibility of using long figures of quantity when entering inventory transactions. For now only 4 decimals are allowed. On practice it would be great if up to 10 would be possible.

    3 votes

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  10. Currently, it appears that Xero is not authorised by Portuguese tax authorities for use with a company in Portugal. As we run a business in the UK using Xero, it would make sense to also use the same accounting system in an authorised fashion in Portugal.
    Could this be done?

    3 votes

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  11. On VAT returns, there are "ADJUSTED" columns. This is a good idea as it can highlight mistakes, but it also picks up any auto-rounding error created by Xero itself, always of £0.01. This is annoying as it means each of these "Adjusted" entries needs to be checked.
    My proposal is to not include any rounding errors of £0.01
    It will save a lot of time having to go through every "adjusted" item, as it would whittle them down to only ones with real error.

    3 votes

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  12. Allow users to change weekly SMP amount after a payrise to allow simple updates to extra SMP owing without having to delete all previous payruns back to the maternity leave start date.

    3 votes

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     ·  1 comment  ·  Payroll  ·  Admin →
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  13. Part 1: Integrate with Companies office NZ (or similar) so that when I enter the name of a new contact it looks for the details of the company published on the companies office / NZBN. This could reduce data entry and validate that the name entered is a real company, accepting it wouldn't cover other entities.

    Part 2: When a company status changes (e.g. goes into liquidation) you could show Xero users a warning, could do the same for company name & address changes etc..

    3 votes

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  14. When adding or editing a contact, I always enter their address.

    Xero has this great feature that allows searching for addresses, and that's wonderful!

    ...except it's arbitrarily limited to only search addresses in the country the Xero org is registered in; a US Xero org only offers autocompletion for US addresses, for example.

    In this modern, international, remote-friendly age, the notion of only having domestic clients is a little silly– especially when paying for a Xero tier that supports multiple currencies.

    So: being able to search/autocomplete international addresses when editing or adding contacts would be a great addition.

    3 votes

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  15. It would be good if you could hide leave balances on individual employee payslips. The hide/show leave balances on payslips is a global setting applying to all employees. We have a scenario where the employ moved from part time to casual. They had leave balances as a part time employee, but don't have them as a casual but the zero leave balances still appear on their payslip.

    3 votes

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     ·  1 comment  ·  Payroll  ·  Admin →
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  16. When reconciling transfers between accounts, it would be great if the reconciliation of the transfer in 1 account automatically updates the other so you don't have to reconcile it in 2 places

    3 votes

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  17. When paying bills using Crezco use the "Details" field from the Supplier Contact / Finance as the payment reference.
    For instance if a supplier has given us a unique ID on there system as "DME002" use this reference in the payment field when doing Crezco payments.
    FYI. It used to be this way with Wise payments? but has now changed as we move over to Crezco?

    3 votes

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  18. In Xero payroll, when pay runs are posted before the pay date there needs to be a delay in the employees accessing payslips

    3 votes

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     ·  1 comment  ·  Payroll  ·  Admin →
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  19. Not a major one but I feel the whole online site needs a facelift.
    Information is not given in an easy to process way and this can make navigating the program more complicated than it seems to be.

    I recently transferred over from MYOB and where I feel the general program of Xero is better for ease of reconciling etc. some tasks can feel super overcomplicated and difficult to carry out due to poor layout and outdated visuals. This is something MYOB seem to have done well, Xero seems clunky and outdated in comparison, whilst having all the programming and…

    3 votes

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  20. Add a 'Projects' column to Bills rather than having to click 'Assign expenses to customer or project'.

    As a company who have many projects that are a similar (or the same) name as a customer's company name, the current process results in expenses being assigned to a customer and not the project!

    A 'Project' column has been added in the new invoice template so PLEASE add one to the Bills as well!!

    3 votes

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