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  1. When fixed assets are imported or even just entered and they are first draft assets, this screen should total the purchase price and accumulated depreciation (in case of migrating from existing ledger) for a quick check before 'registering'. I don't understand what the point of making draft first and then having to register when a registered asset can be changed anyway. But if this screen totalled the $'s - this would be a more efficient check against source documents than currently one by one. I have just uploaded multiple fixed assets in mulitple ledgers and I am simply going through…

    1 vote

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  2. Rather than requesting or sharing the Xero Network key, if we receive an invoice from a supplier that is submitted through Xero .. we should have an option to add the supplier for eInvoicing with a clickable button "Add supplier for eInvoicing in future" .... this way, as a customer, I am in control and opt-in myself rather than administrative burden of requesting / sharing network keys

    1 vote

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  3. Please add a column in the VAT report to seperate the contact from invoice description (eg details column) to make VAT easier to analyse for larger companies using Xero.

    1 vote

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    Thanks for the extra detail, Cheryl. Appreciate where you're coming from. This isn't something we have plans for at present but we'll get a feel for the interest and let you know if there's any change here. 

  4. I want to send the client a report of items to be recoded before they are recoded, just to check that they can be recoded before I do the adjustments.

    1 vote

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  5. I have just spend over an hour trying to add the 'Expiry Date' to my Quote emails.

    I attempted so many ways of adding [Expiry date] as is written on the quote in Xero; however, it just wouldn't work. I found other suggestions that did not work, until FINALLY I found that you have to add this field in your email template as [Expiry].

    Now... when all of the other fields are listed in the template, exactly as they show up in Xero; why would you not have the Expiry date the same????

    Please have this amended so that there…

    1 vote

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  6. How about e-signing BAS'/ITR via the Phone App, at the moment we send out these docs from Practice Manager for esigning via another login but if it could be sent to the app, it would assist small business people who could approve and sign these docs more easily

    1 vote

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  7. Student Loan Tax Calculation
    Xero tax sets out the calculation of Income tax and NIC very well.

    Unfortunately, the system is obscure in relation to displaying the calculation for Student Loan Tax which is important for an increasing number of young people coming into financial maturity.

    We need to provide adequate assurance both to them and the increasingly aggressing Student Loan Company to avoid penalties and unexpected bills.

    I request that Xero includes a breakdown of the calculation on the Summary computation report.

    This would add a great deal of assurance and quality control for both our young clients and…

    1 vote

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     ·  0 comments  ·  Payroll  ·  Admin →
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  8. To be able to set a default to display the actual figures to decimal places as opposed to the current display which rounds up values when exporting bank statements to .pdf document or excel documents

    1 vote

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  9. When I post an expense through to a project, for some reason it limits it to 100 characters, which pretty much makes it un-useable for me.
    This is annoying, as I was just thinking how handy the projects app is, but now all the "projects" I've set up are basically a waste of time as I need the extra detail on my invoices.
    Please can you change this?

    1 vote

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  10. A client needs a further option on a bill. Equipment Hire / Plant Hire can be in hours/days/weeks

    Another example is gloves - per pair or per pack

    If this already exists, please advise, so I can inform the client. Thanks

    1 vote

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  11. Add the tax rate % on payslips.
    At the moment the tax is automatically calculated through Xero, casual employees are wanting to know exactly what % is being taxed from their pay and not just what is deducted and called tax!

    1 vote

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     ·  0 comments  ·  Payroll  ·  Admin →
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  12. It would be great if the 1099 report could include US citizens being paid in a foreign currency

    1 vote

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  13. the feature should be available to to email a range of invoices, for all tabs whether paid or unpaid, not just one single tab

    1 vote

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    Hi Wendell, it'd be good to understand the needs behind your idea here. Is there a specific reason you'd like to be able to send a invoices of different status together? 

    In lieu, you could look at running and exporting the Contact transaction reports to help paint a picture of your customers activity, this could then be sent to them outside of Xero. 

  14. Allow Xero for rounding on bank statements for an adjustment to go to another GL account.

    1 vote

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  15. Have the FAr work correctly when changing the useful life of an Asset Class - it does not do so currently. This is based on the following research.....

    I have done the following in the Demo company (which has a Year End of the 31st March):

    • Posted an asset worth £6,300 on the 1st Jan 22 with a depn rate of 10%, resulting in a Depn charge to the P&L of £52.50 pcm
    • Posted an asset worth £1,969.99 on the 1st Apr 22 with a depn rate of 10%, resulting in a Depn charge to the P&L of £16.42 pcm

    1 vote

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  16. I was preparing ACT Leave return and wanted to get the report on annual leave loading payment to the employees. This is required as the annual leave loading is not part of wages definition for the ACT Leave Levy purposes. However, there is no such report available in xero payroll. Infact, it's an earning for an employee and should pop up separately somewhere in the payroll reports eg. as a pay item. I would request the product team to have a look in to this and make it possible to get the annual leave payment, sick leave payment and leave…

    1 vote

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     ·  1 comment  ·  Payroll  ·  Admin →
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  17. This folders would be to keep each years invoices separate for the customers that still owe from the year before

    1 vote

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  18. Xero split - id like to see this removed. It's completely non user friendly and painful. We should be able to process a payment I
    Of choice regardless of receipt or payment. Please Xero work on this area. Other accounting package makes it so East
    Y. Xero is difficult and I cant see why it needs to be

    1 vote

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  19. Leave Balance Report - Updates need to be made to this report to make it more user friendly:
    - exclude zero balances - there is no filter to exclude zero balances on a per employee or per leave type basis? once a leave type has been used in a payrun once it is forever on this report even if the balance is nil and no one in the organisation has a balance in this leave type?
    - Include total in units column as well as amount column when sorted by employee or leave type

    And while changes are being made....…

    1 vote

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    1 comment  ·  Payroll  ·  Admin →
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    Heya Mikayla, while you can't remove zero balance leave types on the Leave Balances report atm there is a workaround you could create by adding a Filter to the Leave Balances report for Amount.

    If you set the filter for 'any' figure that is just above zero, but below what leave could be accrued (e.g. 0.00001) and Apply, the report will run without any of the zero balance leave types showing. 😉

  20. I wonder if this is possible: After sending a sales invoice to a client there is nothing on Xero stopping me from editing it. I would like to see Xero put something in place whereby once a sales invoice is marked as sent, it should not be possible at all to edit it. If the user needs to edit it, they would need to issue a credit note and new invoice. Also, if the customer requires another copy of the sent invoice it should automatically be marked “Copy”. Is that possible?

    1 vote

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    Hi Howard, not on an individual invoice basis, however it might be worth exploring if Lock Dates could be a good way to help prevent  changes to  

    invoices that have been entered to a specific date? 

    Lock dates are limited to certain roles in an org, which would help prevent users with roles outside of these from being able to make changes to transactions within the lock date range. 

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