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  1. When editing an Invoice or a Bill Containing Products, The form have the Very bad feature of automatically resetting the Qty to 1... causing all kind of error.

    Sometimes we have to update an Invoice, a purchase order or a bill to reflect business changes. When you do that, the form automatically resets the QTY to 1 and the Reset the discount to Customer default and does not show you it was done. So mistakes are being made...
    If you feel the need to do so, at minima, the page should highlights the modified numbers to give us a chance…

    2 votes

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  2. Since we ultimately want to see how much each employee is spending and since employees must be set up as a contact - We should be able to link the employees User Id to their contact. This way all the expenses submitted will show up as spend money transactions under the contact for each employee.

    Obviously right now the employee could choose themselves as the contact when they submit the expense report but more often than not, they will not.

    Having the contact linked to the user id will be particularly helpful for reconciling credit cards since the contact info…

    2 votes

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  3. Would be great to have a "Disable" button for checked/selected Bank rules on the bank rule page, rather than only a "Delete" button. Sometimes staff want to turn them off but we don't want to delete them.

    2 votes

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  4. It would be great if there is a way to quickly view all the pay runs for a specific employee, without the need to go through 'Pay employees' under the 'Payroll' section and opening every pay run individually.

    2 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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  5. Once you approve the purchase order a pop up or a drop down on the approval button to be able to select 'approve and send' automatically, our organization doesn't require higher management approval to purchase, I enter and send immediately..

    2 votes

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  6. Holiday requests automatically declined if holiday balance is '0' of minus value.

    2 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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  7. During the creation process, we should be allowed to update all fields necessary on the Contact record.

    Example I have at the moment is one of my customers needs to set their clients details within Xero so they can invoice them correctly. At the moment we can't use the API to set the Website field.

    2 votes

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  8. As you’ve found, right now it’s not possible to submit timesheets using the casual rate during the weekday and then also to be able to submit timesheets for the casual rate that applies on the weekend.

    2 votes

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    0 comments  ·  Payroll  ·  Admin →
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    From your idea it sounds as if you'd like employees to be able to submit timesheets with start & end times and different earnings rates, Nathan? This isn't possible atm.

    However, an option here where you're dealing with multiple earnings rates for an employee is to get them to submit timesheets using the 'Total hours worked'. This'll let them;

    • record the number of hours worked per day, including partial hours
    • record time spent at different earnings rates and tracking categories if used.

    Your employees may need to edit the timesheet setting, by opening Xero Me, going to Timesheets > Settings and selecting 'Total hours worked'.

  9. When looking at the Pay Run / Pay Run History page, please add number of employees in each pay run to the overview. We report on this each pay period and would make more sense to be shown here then having to click into the pay run or

    2 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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  10. We have to use find and recode each month for adjusting certain batches of transactions. These are the same combination of searches used monthly to find and recode.

    It would be useful to be able to name and save or favourite search criteria for quick recall each month. (Looking back at previous searches is ok, but not obvious which is which until you click into them).

    2 votes

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  11. I own several different businesses that are set up as separate organizations within xero, but they are all in the same industry and there is quite a bit of crossover of contacts between the businesses. As I understand it currently, each business will have its own unique address book, so if I update John Smith's phone number in Company A, it will not update in Company B. This makes no sense to me. There should be a universal contact book where we can select whether or not we want a company to use that universal set of contacts.

    2 votes

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  12. Please could you allow the ability in Invoice settings for invoice templates, to show only the quantity and not the unit price. Separating these would allow to show how much of a material is used.

    2 votes

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  13. Include an extra tab that summarises the totals for the Tax Rates including the cents.

    This will eliminate the need to scroll through all the detail to code the journal/payment.

    2 votes

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  14. Unlock Accts Receivable and Accts Payable GL accounts. Currently unable to enter AJEs that require it. Even our auditors are asking why we cannot do this in Xero as with other accounting systems. Previously Xero responded by saying it's an account integrity issue...but accounting is an integrity issue! Too many hours wasted trying to work around this (and please don't suggest creating another account, as in Accts Rec 2)

    2 votes

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  15. Hide or Archive System Accounts when not needed. We are a Cash Accounting based business so have no A/R, A/P, or other accounts related to Accrual Accounting. I
    It would be most useful to tidy up our chart of accounts to be able to hide the system accounts related to Accrual Accounting so that they don't clog up our reports etc.

    2 votes

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  16. Ability to add a planned payment date to a bill from the "All" tab in. It is very frustrating that if you are in the all tab in the bills to pay section and you want to add a planned date to a bill, you then have to navigate to the awaiting payment tab and then search again for the bills you want to add a planned date to.

    Further, there is actually no need for an awaiting payment tab. We should be able to filter on the All tab for the view of bills we want to see.

    2 votes

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  17. Reconciliation - when you have multiple payments of the same amounts over several days... Always selects the Invoice to the newest payment.. even tho the invoice date is the same as the first payment? seem like the system allocates backwards?.. We get lots of the same payments and Invoice totals and we have to always manually select/search for the invoice as the Auto reconciliation seems to not factor in Invoice date to Payment date as an option.

    2 votes

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  18. Can we please add a feature to allow you to view the inactive Chart of Account Codes? This can show when the last transaction was and highlights which account codes are inactive that may not be needed.

    2 votes

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  19. The mobile app currently does not ask you to confirm your password when you setup a pin for your account. If you were to miss-enter your pin, which is easy to do, you essentially immediately lock yourself out of your account. The system should ask for a pin, then ask you to confirm the pin before finalising it, allowing you to go back a step if you enter in the wrong pin.

    2 votes

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  20. Don't merge cells in the Excel export of AU payroll reports

    2 votes

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     ·  1 comment  ·  Payroll  ·  Admin →
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