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  1. I would like to suggest the option to defer a vat liability to the next period.
    In many cases, customers raise invoices, but then their customer does not pay for a time.
    The customer in the meantime is forced to pay the vat putting him at a disadvantage.
    I propose the option to defer a vat line item to the following period - in other words, remove it from the present tax return and allow it to reflect on the following tax return.
    This is a great benefit to the customer from a cashflow viewpoint - especially the smaller businesses.

    2 votes

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    Hi Ingrihid, thanks for the idea and support here. We appreciate all the valuable feedback and ideas shared via our Product Ideas page.

    I can see that you are based in South Africa and that your idea likely relates to the VAT 201 report. Our VAT 201 return has been developed to comply with SARS guidelines and the option to defer individual VAT line items would go against this. For more information on VAT compliance we would recommend reaching out to SARS directly.

    You will see the VAT 201 return can only be run on an Accrual basis. Accrual basis includes all transactions by the transaction date, whereas payments basis includes all transactions by payment date.

    It doesn't look like the option to create the VAT 201 on a payments basis has been raised. If this is something you would like to suggest, please feel free to raise this idea…

  2. I am looking to have the cost price included in the Inventory item details report even though the item is not tracked.
    We sell a service and we cannot track the item as there is no amount to it.
    But when running the report the cost price does not show

    2 votes

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  3. Ability to have the prior year comparatives track the report periods. Currently if a variance column is added to the reports the "Compare with" disappears.

    2 votes

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  4. Please put a menu item under the Accounting Menu for Journal Entry. I don't like having to run a report just to go to manual journals or to add a new journal. Just put "New Journal" under the advanced sub menu under accounting. If you are concerned about the average bookkeeper making journal entries, allow the ability for the admin to dictate which menu items are shown for different users.

    2 votes

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  5. When inventory prices are updated, enable draft purchase orders to also update with these current prices, or am I missing something?

    2 votes

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  6. We have our own PDF invoices we send our clients and much prefer these over the automatically generated Xero PDF version of invoice. I know we can upload these into Xero when in classic view but are these the PDF invoices sent with Automatic Reminders when selecting "Include the link to the invoice PDF" or is it the standard Xero PDF invoice that is sent? If not can this please be added as we much prefer our own invoices as much detail goes into them and we are not happy with the overall look of Xero PDF's. We have tried…

    2 votes

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  7. Ability to reject a Purchase Order if the person made a mistake to redo it/. They need to get a notification if rejected.

    2 votes

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  8. The supplier address is shown on the PDF bills, not the tax ID. Please include the tax ID in the bills for US region.

    2 votes

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  9. Could an enhancement be made so we are able to delete archived codes in bulk, either at practice level or client level, rather than having to do individually? would be helpful

    2 votes

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  10. On the Bills page, the New Bill button has been moved top right. More distance to travel = more time wasted. Need to look harder to find it too because it isn't where it was and the New invoice button still is. No - the new colour doesn't help that much as I am colour blind. Could you please move the New bill button back to top left of the screen like the New invoice button ?

    When I enter a bill where there is an outstanding credit, I go and Allocate credit. Great but after doing that the screen…

    2 votes

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  11. Being able to filter on the Short-Term Cash flow would be very helpful. For example, if I create an invoice but haven't sent it yet, it's included in the projected income, but if I can tell the report to only show invoices that have been "Sent" it would only include invoices that have actually been sent to the client.

    2 votes

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  12. Xero needs to include the field indicators on their printed cheques like all the other Canadian compliant software companies.

    Right now Xero directs Canadians to have their printer include the field indicators on the preprinted stock, but this makes alignment very difficult and most printers won’t. Even the companies that they suggest to provide the stock do not include it.

    2 votes

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  13. Why can't you open a document , press share and the doucment filed into Hubdoc in the same way you can with Xero Files where want to push into Hubdoc initially?

    Also you can seem to add PDF file types (that are not photos taken previously and stored in your phone gallery) with or without downloading the PDF document onto your device first - why is that?

    Is Hubdoc a proper document storage facility?

    2 votes

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  14. Ability to add staff members to tasks in bulk rather than having to do them individually to each client.

    2 votes

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  15. For Ledger only clients, who dont need or use the dashboard, there should be an option on the dashboard edit to identify the client as a "Ledger Only Client".

    2 votes

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  16. Display employee information such as Employment Basis, Employee Group etc next to the employees name when in a draft payslip.

    2 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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  17. Would like the option to enable auto leave loading to other leave types other than Annual Leave

    Currently leave loading is only enabled for Annual Leave. We have casual workers who are accruing RDO (Roster Days Off) per EBA and Award. Every time they take RDO, we have to manually add 25% casual loading on top.

    I did think about just embed the 25% into normal rate but that will ruin the overtime calculation. I.e. for double time penalty rate, casuals get x2.25 but if I embed casual loading in normal cost it would be x2.5 (1.25x2).

    I understand that…

    2 votes

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    0 comments  ·  Payroll  ·  Admin →
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  18. I want to be able to add and edit line items in the Hubdoc mobile app so that I can process more complex invoices/bills on my mobile device. Currently I need to use the web app for this and the UX of the whole interface there is very poor – basically just the desktop interface but rendered much smaller – so the experience is quite painful.

    2 votes

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  19. When a folder is created in Files app, it appears on the left menu and the documents uploaded in the folder appears on the right side of the screen. When there is a long list of folders created, like I am doing with the client, the list goes below the screen and scrolling down option is only the main scroll of Xero that moves the list of folders and the document display screen together. So, checking a document from the folder at the end of the list requires to scroll down at the end, find the folder and select it…

    2 votes

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  20. On the taskbar, it would be useful to have a dropdown option to link through to the last few pages that you have accessed. Maybe the last 10 pages accessed would be good, a mixture of recent searches and recent transactions. I know QBO has this and I use it a lot for navigating.

    For example, when I run a P&L and drill down to a specific bill, sometimes I would make an amendment to said bill. When I save and go back it spits me out at the CoA when I want to return to the P&L. So instead…

    2 votes

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