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  1. When a staff member has a HECS debt or other Student Loan selected AND is salary sacrificing - the Student loan amount is only calculated on the GROSS amount AFTER the salary sacrifice however when the staff member has gone to do their tax return, they have a tax bill because the ATO looks at the taxable income as an amount INCLUDING the salary sacrifice so via Xero not enough PAYGW has been withheld - can this be amended?

    3 votes

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    2 comments  ·  Payroll  ·  Admin →
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  2. The ability to add a Project (Revenue) Variation would be a huge help.
    If one can add a project (cost) variation using a Task, adding a Revenue variation should be achievable in Xero

    3 votes

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  3. While our primary business banking account transactions import automatically via a bank feed, the process of importing the transactions from our payment processors/gateways into their respective bank accounts in Xero are manual and add many hours of admin - there is already some integration with these gateways to support payments and this could be extended to include transactions flowing into Xero.

    3 votes

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  4. The sales tax lookup tool is really nice to have on invoices. That function should be added to quotes. When I'm trying to quote a customer, that isn't an option (sales tax lookup). I have to select a pre-saved tax rate. Seems like it would be easy to add that.

    3 votes

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  5. Love the new contact view. It makes it easier to manage the clients.
    Is is possible to be able to rename the files in Xero that is linked to a contact?

    3 votes

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  6. When in the contact section and viewing the activity tab, it would be useful to be able to view PDF invoice from that screen rather than click on an invoice and click the attachment tab (similar to the function in bills to pay).

    3 votes

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  7. Would be great to get the Payment Summary Details report to include a filter for Superannuation
    There doesn't seem to be a report that easily shows all payroll information by Employee Group.

    3 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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  8. Ability to apply a vendor credit note to a customer invoice. Currently need to code to a clearing account than go to the customer invoice and apply to the same clearing account to clear. Would be nice to have the ability to apply directly to the customer invoice.

    3 votes

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  9. There should be a way to remove unnecessary motivational responses like "Great Job!" when finishing a bank reconciliation.

    I do the bank reconciliation every day and don't consider the task difficult or special, so the "Great Job!" just seems patronising. A simple "You've reconciled all the transactions for this account" is all that is necessary for a business application like Xero. Some people might like it but I'd prefer my accounting software to not pretend to have a personality like that.

    3 votes

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  10. Need a way to format the 'xero standard report and then have that formatting flow through to all of the common formats. It takes WAY too long to create SO many custom reports and it is restricting on reporting. We should be able to format the way we want the P&L to always show and then have that flow through to all reports.

    3 votes

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  11. Suggestions to improve the reporting of GST Audit Beta

    1. Allow us to select which Tax Codes to display in report (default All)

    2. Show the tax code in each row rather than as a report subheader. Useful when there are lots of records for some tax codes

    3. I noticed that we can select Reference field for the columns, but not Invoice No. If the entry's Ref field is blank, the report shows the Invoice No. So this is misrepresenting the report, and showing inaccurate results as no one analysing the report would know if they are seeing the Ref no or…

    3 votes

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    Appreciate the feedback here, community. I want to assure you product ideas in the forums here are a primary source for our product teams when planning development and diving deeper into improving the experience for our customers when using Xero.

    I can understand it may feel that things aren't moving as quickly on ideas you'd like to see developed however you can filter ideas by Working on it to get a sense of ideas from our community that are being worked on, or Delivered for ideas we have released solutions for.

    It really helps having only 1 idea per post in the forums here so others in community understand what they're adding their vote for, and our product teams to get a sense of the interest from our customers in a specific feature.

    I've split your idea here to a separate one for being able to view the tax code

  12. Current invoice template (as of 26 July 2023) does not allow to automatically populate the customer's VAT number nor make reference to reverse charge, as is required by Council Directive 2006/112/EC of 28 November 2006 on the common system of value added tax, Section 4 "Content of invoices", Article 226, paragraphs (4) and (11).

    Current template means we need to remember to fit in those details in the services description since there is no way to add a note on the invoice itself.

    Please,
    (1) when a tax rate EU/0% is selected, add the customer's EU VAT number automatically or trigger…

    3 votes

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  13. Projects - it would be really helpful if we could select Projects as favourites (with the star like in reports) so when we click on the Projects heading we see our favourites in the drop down list, like we do with reports we use frequently. See image for example.

    3 votes

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  14. It would be GREAT (ok essential) to have the "Related account" column available here.

    A list of transactions by contact at it is, with date,VAT and total amount is ok but a CRUCIAL column is missing.

    "Related account" column is crucial/ essenital/ a mist because we often need to check consistency of posting to the correct account, which we cannot do right now.

    3 votes

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  15. Where payroll is handled through Xero, please block the ability for client users to post bank transactions to Wages expense account and Superannuation expense account. It is time consuming to recode entries to the Wages payable account and Superannuation payable account. I have told some clients several times to not use the expense accounts but they still do it. If access to the expense accounts could be blocked when payroll is done through Xero, it would save a lot of time fixing the ledger accounts.

    3 votes

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  16. Our company's invoicing procedure comprises three steps:
    (1) invoice generation by our own custom software and also pushed to Xero through the Xero API,
    (2) direct debit payments manually added and processed via GoCardless (on their own website, not Xero's integration) for selected invoices, and
    (3) invoice reconciliation in Xero. This process is jeopardized when any alterations are made to the invoices in any of the systems (our database, Xero, or GoCardless), causing inconsistencies and the need for corrective credit notes.

    We primarily use our custom software for invoice generation and management (90%) and occasionally create manual invoices in Xero…

    3 votes

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  17. I am unable to go through cash coding as I am often required to apply a transaction to a pre set item, as some clients like more of a break down of what a transaction relates to. It would be good if you had an Item tab on cash coding so you can apply those transactions to an item all at once instead of opening each individual transaction up and entering an item.

    3 votes

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  18. I would like to see a report that listed all the bank accounts, their balance at the report date and the date of the last imported bank statement line. For a company with more than a handful of accounts it would make it much easier to see which accounts needed to be brought up to date for accounts prep.

    3 votes

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  19. Quotes need the ability to either show the VAT content or not. Depending on the type of business you are dealing with at the time i.e domestic or Commercial. Generally domestic clients want to know the total cost including tax (VAT) whereas on a Commerical clients are not bothered as it is generally assumed or stated plus VAT.

    3 votes

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  20. To be able to see a proper transaction report of either outstanding or all transactions from the contact screen. All it gives you at the moment is a list of invoices and notes etc with no structure. If you could get a transaction history from that screen and an aged breakdown it would be really helpful, which you could download, without coming out of there and having to go to reports. It's so frustrating.

    3 votes

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