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  1. Customising and adding Employee Details Fields so that Employee Details Reports can be produced providing all required information and important information regarding the employee can be kept. For example, licence numbers, certifications etc.

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  2. Hi There, curious to know, does Xero provides report 63 days payroll liability report. This is needed to accrue for the liability at the end of each tax year, since IRD allows this accrual to be accounted, with one condition, if the company has paid the staff with in 63 days from the end of each tax year. I know, this report is availabe by the other payroll software. Can this report be extracted from payroll reports.
    thanks
    Murli Vasu
    SBA Albany

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     ·  0 comments  ·  Payroll  ·  Admin →
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  3. Integrate invoicing with the US Govvernment Invoice Processing Platform, which covers nearly all invoicing of US Government Contracts, other than DoD and Intelligence Community. Right now, there’s only a manual entry process from a Xero generated invoice. https://www.ipp.gov/

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  4. To be able to only export a selection of sales invoices (or customers) and / or bills to pay (suppliers). Now you can only select on date or name via the search option. This will make it easier to send a selection of sales invoices and bills to pay in excel to customers or suppliers. (see file attached).

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    Hi Marit, as shown when you've picked selected invoices and click the Export option only the one's you've selected will be exported. It sounds like you may want to search by a different term / field? If so can you share a bit more detail here to help when sharing your feedback with the team? Thanks

  5. We would love the ability to include/add Sales Items to the P&L Report under Cost of Goods Sold - in order to track specific items(products/services).

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  6. It could be a glitch or just how the reports work, but Voided Invoices that were voided with a currency value in them, appear on the Receivable Invoice Summary with that value. So Invoice INV-45831 was for £123.00 but was voided. You can now no longer edit that invoice and in this report it eternally has the value of £123.00.

    This is an issue as the data is downloaded to extrapolate many different analysis for sales data.

    A bad fix after the data has been downloaded is to try filter and take out the ££ and change the data after…

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  7. Example we explain here is a 4 line Purchase Order in CSV format which, using the Bills To Pay Template, we are importing in my test Xero platform.
    Each line in the PO use a different Account Code from our Chart of Accounts.

    In brief, if we leave any of the Account Code fields empty the system does not seem to want to import the Supplier Contacts Purchasing Default Account settings.
    I have tried all versions of this import and the only one I can get to work is one where all the fields are completed.
    This means we have…

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  8. Chart of Accounts - the ledger codes (a) Entertainment-100% business and (b) Entertainment-0%. Can you change these categories? We accountants all know that the descriptions are misleading.

    Almost all (unqualified) bookkeepers use (a) for client entertainment and claim VAT. Subsequently, accountants blindly treat this category as business expenses, reducing the taxable profit. (i.e. wrongly deduct it for corporation tax purposes) I cannot tell you how many cases I've seen in the past few years.

    Please change the default categories to (a) Staff-only entertainment and (b) Client entertainment?

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    Hi Ray, appreciate your raising this through product ideas.

    We'll get a sense of the interest in changing this within the default chart of accounts from the community here.

    Just to confirm, while Xero offers a default chart of accounts, you can import your own chart of accounts to set these up as you prefer, or edit individual accounts within Xero.

  9. To be able to have a short cut to be able to print pdf straight from report screen without having to click multiple times to get there

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    Thanks for your feedback, Sadie. We don't have any direct plans for a PDF / Print shortcut atm but we'll feel out the interest from your idea here and let you know if there's any progress.

  10. New Invoicing - bring back the 'save and continue adding' button in drafts, a feature classic invoicing offered. When completing invoices with multiple lines it is imperative that it you can save during input without having to save and close. Especially now that the new invoicing is unreliable.

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    Hi Meradene, as new invoicing also encompasses auto save there is no need to manually save your invoice. Once you've added a Contact, as you move between fields of your invoice Xero will continuously save any data you've entered.

    It sounds like you may be having trouble with this though and if you're finding you're loosing information you've entered I'd really encourage reaching out to our specialists at Xero Support who can take a closer look to investigate what's going on for you.

  11. It would be great to be able to edit the detailed time report similar to how we can edit the P&L and balance sheet reports.

    We simply want to add a timesheet sign off area at the bottom of the report, which would be easy to add if that feature was available.

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  12. In Singapore, deemed supplies include free samples given to customers at no charge. If input tax was claimed on the purchase of these sample items, businesses are required to account for output tax when giving out the samples. Currently, Xero does not allow sales invoices to be issued at a zero value. As a result, if a sample is given at no charge, the sales invoice does not register any tax code. The workaround is to input a sales value and create a negative line item to ensure the invoice registers the tax code.

    The second issue arises when using…

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  13. It’d be awesome if the last column “total price AUD” was an editable field in the invoice template PDF so I can edit and print an invoice when doing home visits without wifi

    https://www.xero.com/au/templates/invoice-template/

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    Hi Shae-lyn, when you say you'd like the total column to be editable - Can you share what you would want to edit this too? If you're using an advanced branding theme you may be able to make the changes you're seeking.

  14. When reconciling bank account, then publishing it should display the bank details as setup in chart of accounts - it just just says bank reconciliation. So makes it hard to know which report is which. Once reconciled it should default to the the next date so you don't have to change dates continuously.

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  15. Payment processing - when we make a bulk payment on the bills screen they should be sent to a separate tab so that its easy to see when payments are being processed. This would remove the risk of duplication of accidentally processing bulk payments twice.

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  16. Hi, Please can we have the ability to allocate past years overpayments to invoices outstanding after the accounts are closed. These accounts do not form part of the main ledgers, being personal accounts, therefore the allocations should be made possible, as they were in Microsoft MOA. This would tidy up much of the personal accounts for customers and suppliers.
    I look forward to a favourable response.

    Supplier Accounts - Also, are you looking at being made available, statement histories for the suppliers as asked for several years ago and Xero said they were working on it? This is very much…

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    Hi Iris, it sounds like you're using Lock dates here and would like to allocate credit from an overpayment that was created in a locked period to an invoice after the lock date.

    Atm, if you'd like to allocate credit you could either remove the lock date to do this, or apply a refund to the original overpayment and recreate and apply the overpayment for a date post the lock date. We'll continue to track the interest of this here, however want to be open that we don't have plans to change the behaviour of lock dates currently.

  17. It would be good if the "Manual Journal" can be linked to Customer and view at "Billable Expenses - Outstanding".

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    Thanks for submitting your idea on our Xero Product Ideas site. As you mentioned, it isn't currently possible to assign a manual journal to a contact like this.

    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. 🙂

  18. I would love to link the practice to Instagram for clients to find us. I have more followers there than FB. I also get more inquiries from IG.

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    Thanks for your feedback, Tonia.

    While it's not currently possible to add your Instagram link to your advisor listing on xero.com, you could add your Xero advisor listing URL from xero.com to add to your Instagram page.

    We don't have direct plans for adding more social link options to Xero advisor listings atm, but we'd like to get a sense of the community support for this that our product team can consider.

  19. In the batch payment transaction screen you have the individual supplier name, bill reference, due date and payment amount but it would be helpful to have the bill date as well

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  20. Our bookkeeper needs an audit file (IAF) to make our annual report. Currently downloading an IAF file is only possible for Singapore clients and not for Xero Global clients. Would be very useful if this would be available for everybody.

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