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  1. Increase number of letters/spaces in text field boxes in employee name fields.

    Text fields for employee names are currently limited to 36 letters so my suggestion is to have an unlimited text field or increase to 50 spaces.

    I only discovered this when a new employee's last name has 40 letters so I can't accurately add his full last name. Payslips need to be downloaded and edited via a pdf editor so he has the accurate payslip for his tax and visa records.

    3 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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  2. For my clients that I have on Xero, I would like to use the Xero Network Key send through my invoices as Spend Money transactions instead of Bills.

    Similarly, I would like to receive invoices from Xero through my Xero Network Key as a Spend Money instead of a bill that I import/approve.

    3 votes

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    Hi community, we appreciate your feedback here. While we have enabled Xero to Xero within new invoicing we want to be open that we don't have plans for developing the ability to send invoices to create spend money transactions in a recipients organisation.

  3. In the Account Transaction Listing there should be Source indicated for Fixed Asset Depreciation run through the Register

    3 votes

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  4. Currently if you've created a custom report & then select (for eg) the Budget Variance report from the side-bar, all the customisations you've created disappear. We create these customisations for good reason & rarely do we only want to see the one report in that format, so customisation should carry through to the side-bar reports.

    3 votes

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  5. In the executive summary report, could there be an option to exclude certain accounts similar to the business snapshot report. For example I would like to exclude the distribution of profit accounts in partnerships as this shows a false profit of $0.

    Also can the variance also be expressed in a $ value in audition to the percentage value.

    Apart from that Loving the reports

    3 votes

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  6. It would be useful in the manual journal screen if it indicated there were draft manual journals without having to click on the tab. When using repeating journals which are saved as draft each month you have to remember they are there to attend to.

    3 votes

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  7. Can you make the "Paid From" and "Reference" fields wider in the Make a Payment section of the bills and invoices? I like detail in my Reference field and there are only 14 characters that you can see and in the Paid From field, you can't see both the account number and the text.

    3 votes

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  8. Executive Summary Filtering.

    Being able to filter the executive summary to show information for different tracking categories

    3 votes

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  9. Regarding the Income Statement:

    When the "Percentage of Income" & "Year to Date" options are selected, can we get the percentage of income column to calculate on the year to date column as well?

    This would allow for better variance analysis - comparing the current months percentages to the year to date percentages.

    3 votes

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  10. As we have to load bills into Xero to reconcile, (and I use hubDoc to do this now) it would be great if we had the option to send certain bills to Workflow Max to assign them to a job and include them on a client invoice. This would top off this suite of programs for me!

    3 votes

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    Xero is retiring its WorkflowMax product on 26 June 2024 and has entered into an agreement with tech-led business advisory firm, BlueRock, who are acquiring the brand. As part of this, they have commenced plans to offer a new product. BlueRock’s intent is that their new WorkflowMax product, WorkflowMax by BlueRock will be available to customers in early 2024. You can read more on the blog and on the WorkflowMax website.

  11. Record time to a customer with a billable or non-billable item only WITHOUT a task or project link.

    3 votes

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  12. Add a free text column for comments to the 'Invoices' and 'Bills' dashboards

    Purpose: To track reasons for delay, communications with contacts etc. and have them be clearly visible all in one place.

    3 votes

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  13. Occasionally when doing data entry in Fixed Assets we have typed a depreciation rate of more than 100%. It would be good if there was an error message preventing this.

    Thanks

    3 votes

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  14. When a business has multiple branches or divisions, it would be great for the system to recognise who (from which division or branch) is entering the Bill or Invoice or Journal, and would automatically assign the correct cost centre to the transaction based on that (with the ability to override allowed or not in the user setup). It would also be good to be able to only allow reconciliation/viewing of that branch or division bank account instead of all bank accounts.

    3 votes

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  15. In the account transaction report I would like to use the source filter to pick up Payroll & Super transactions only, however there seems to be no option, it would be great if there was one

    3 votes

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  16. Almost all the payment providers are now settling the amounts with the fees deducted from the captured/sale amount. This needs to be reconciled as two lines 1) Transfer to cash control account and 2) Bank fees.
    Currently there is no way to create a rule for this, hence it is a big overhead for the reconciliation, with almost a large chunk of card sale having to go through this process.

    Can the product team please take care of this on priority? thanks

    3 votes

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  17. Accounting > Advanced > Export Accounting Data > Xero General Ledger (.txt), to add the Contact name (customer/vendor/employee name) as a field. Currently, such information is not exported.

    3 votes

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  18. A slight bug found - I just had a supplier ask why we had charged less for the last 2 months. I checked and it looks like Xero defaulted to "GST Inclusive" invoices when copying an invoice that is GST-Exclusive, even when:

    1) the previous Invoice is set to "GST Exclusive"
    2) the Financial settings, tax defaults, For sales is set to for"Based on last sale"
    3) Note - No Contact defaults for GST set.

    Somehow, my $500 + GST invoices = $575 has been reduced to $500 including GST.

    Previously Xero would copy over the invoice exactly, but now…

    2 votes

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     ·  System responded

    Thanks for submitting your idea on Xero Product Idea's. We appreciate you taking time to let us know how we could improve Xero for you.

    Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

    If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

  19. It would be helpful if there was a Payroll Report that shows the Variance for employes from one period to the next.

    2 votes

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    0 comments  ·  Payroll  ·  Admin →
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     ·  System responded

    Thanks for submitting your idea on Xero Product Idea's. We appreciate you taking time to let us know how we could improve Xero for you.

    Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

    If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

  20. Leave Requests Report - It would be helpful to be able to see the description written on Leave Requests in the Leave Requests Report.

    2 votes

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    0 comments  ·  Payroll  ·  Admin →
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     ·  System responded

    Thanks for submitting your idea on Xero Product Idea's. We appreciate you taking time to let us know how we could improve Xero for you.

    Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

    If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

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