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  1. For those of us that have multiple entities in Xero - Somewhere along the way an extra step (click) has been added when changing from one entity to another, you can no longer just choose your required entity from the drop-down menu (in the top left-hand corner), but now have to click on the drop-down menu and then click 'Change organisation' to show and select your entity.

    Are we able to remove this unneccessary extra step (click) and have it back how it was originally?

    3 votes

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  2. The PST bill that is generated from the report should included the entire PST collected and a second line to the PST commission.

    3 votes

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  3. Be able to send a remittance to a supplier when sales invoices have allocated as part of the payment

    3 votes

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  4. Ability to pay using gift card that is supported in stripe, using giftup.com

    3 votes

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  5. Since the latest Payroll update there seems to be no functionality in Xero to change how the name of the Employee Summary report appears when saved. There are too many _ between words, for example: JoeBloggsPtyLtd-PayrollEmployee_Summary 4 June 2024.

    So frustrating. Bring back the old style PDF format.

    3 votes

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     ·  1 comment  ·  Payroll  ·  Admin →
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  6. Sometimes the order of transactions is different in Uncoded Statement Lines Report to the transactions you are coding in Cash Coding. This means you cannot quickly enter codes from the Lines Report but have to carefully check line by line that it's the same transaction. This is extremely annoying, time consuming and occasionally results in incorrectly coded transaction lines. This has been a problem for years! It's terrible.

    3 votes

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  7. I migrated from QB Desktop to Xero last year, and whilst Xero produces the accounts etc perfectly well I find processing book-keeping data takes me around 20% longer than it used to. Here are a few ideas which would speed this up:
    1. Have a button to scroll to next or last invoice, bill, journal etc rather than having to look at a transaction, then go back to the list to see the next transaction.
    2. Allow a default bank account to be set up for e.g. payments, receipts etc
    3. Able to use + - buttons to increase /…

    3 votes

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  8. Business dropdown menu

    1. ‘Bills to pay’ link goes to ‘Purchases overview > All’, showing all Paid and Unpaid.
      This should go to Purchases overview > Awaiting payment’? The way it is now doesn’t seem logical, when we’ve clearly selected ‘Bills to pay’ not ‘Purchases overview’ or ‘See all’

    2. Menu option to Invoices ‘Awaiting Payment’ going directly to all outstanding invoices?

    3 votes

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    Hi Larina, we appreciate our customers have different preferences for the bills page they would like to default to and this option is available within the 3 dot menu on the Bills page.

    From here you'll be able to set the Awaiting Payment screen as the default.

    It's not possible to do this for the Invoices screen atm so I've slightly changed the title of your idea here to reflect that specifically. We'll continue to track the interest here and let you know if there's any progress.

  9. Have two codes - one for rental income & one for rental expenses.
    When reconciling bank transactions to these codes, have the ability to allocate them to a property.
    Have a feature where you can view the outstanding transactions for each property and select the transactions to go on the statement to the client for that month.
    Auto generate the management fee for the month based on pre-selected criteria for that property - either % or fixed amount.
    Auto generate a bill from this statement for the money that needs to be paid to the landlord.

    3 votes

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    Thanks for sharing and your interest in the idea here. Being open this isn't a feature we have any plans of implementing in the near term.

    However, some of what's been described here can be achieved using Tracking. For example, you could create accounts in your Chart of Accounts for Rental Income and Rental Expenses. You'd then use a Tracking category for your Properties, listing each property as a separate option within that category.

    Alternatively, if you're after more specific tools for managing properties we'd recommend looking into apps that can integrate with Xero and offer more services that could suit your business.

  10. The addition of an undo button when accidentally deleting a draft report

    3 votes

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  11. Please change the Type of the Invoice Reference field on New Invoicing to Allow for extended text formatting capabilities. Make it the same data type as the Summary Field on Quotes or the Description Field on Invoice Line items. So that the invoice reference field allows and saves Carriage Returns and Tab characters.

    3 votes

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  12. Allow us to turn off the pop up that shows when posting a pay run. I don't need reminders to pay the employees and file the pay run especially when I do payroll for 20+clients.

    3 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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  13. I have one employee that is paid the same amount every week, it would be great if I could set the pay run to post and file itself every week until further notice. I have an automatic bank payment set up so this would make it so easy - and more importantly it doesn't rely on me remembering.

    3 votes

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    0 comments  ·  Payroll  ·  Admin →
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    Hi community, while we appreciate you sharing this idea with us here, and understand the interest for being able to automate pay runs, we want to confirm this is not in our plans at present.

  14. Right now it's not possible to remove the Capital Gain line from the disposal journal when the sales price is more than the original purchase price.

    This means, that if you have a motor vehicle that you sold for higher than it's purchase price, the Fixed Asset register will not let you dispose of this asset without recording a capital gain - even though motor vehicles have no capital gains tax on them.

    This issue needs to be fixed.

    3 votes

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  15. Give a way to run the 1099 report so it can be saved as a pdf AND saved to "Published" reports. Bonus points if it can be included in advisor reporting.

    3 votes

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  16. Management Report: Be able to save individual reports in the management report as custom reports. Currently only the pack can be saved as a custom report. If I have edited the profit and loss I cannot save this specific report to be used in other management packs.

    3 votes

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  17. It would be really useful to provide a function where we can change the calculations within xero to calculate average hours using 52.14 weeks rather than 52.

    3 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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  18. When depositing checks, I often search for the customer name or invoice number and deposit ONE CHECK AT A TIME. While this is less efficient than batch deposits, it works fine for our low volume of checks (most customers pay by CC or ACH now). That said, it would be more convenient to navigate to business/invoices/awaiting payment in one step than navigating to invoices and then clicking on the awaiting payment tab in a second step. IOW, you should show the sub-navigation within invoices so you can go to the exact tab you want.

    3 votes

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  19. It would be incredibly helpful to be able to update multiple notes at once. For example, if I have a list of 300 invoices and a statement has been sent, I want to see that note on each invoice, so that anyone going into that account can see the last action. So for example, I want to add the note 'Statement sent today requesting payment by 19th April' to all 300 invoices, but I want to be able to select them all and add that note once, not 300 separate times.

    It would be so helpful and would save a…

    3 votes

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  20. Sorting bills or invoices under contacts by bill/invoice number or date or due date or reference, etc., Previously I believe that this was possible, now the only column is date and that's pretty annoying when looking for a particular bill number, etc.,

    3 votes

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