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  1. When converting a Purchase Order to a bill it would be great if there was a way of transferring any PDFs attached to the PO to the Bill. At the moment you need to remember to do this manually.

    32 votes

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  2. It's unfathomable to me that it is not possible to do something as simple as output sales by state or by province or by country or by city. These are discreet fields in Xero and we ought to be able to filter a sales or P&L report to just include sales for some regions or to summarize by state or country. Right now all I can do is export all transactions and run everything through excel, which is not the way this should work. Thanks.

    32 votes

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    Hi team, while not a fully fledged report you may find Smart Lists within a contact useful at present. 

    From Contacts you can set up and get a list of customers that meet certain rules that you've set up - such as 'Location' is and setting this to one or more locations your customers are based. 

  3. Allow a simple 'sort' function to re-order the view of expenses that have been 'done'.

    This should allow order by 'date of spend', by amount; category; etc

    32 votes

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  4. Been trailing the new reports format and when setting up a custom group account layout for a Profit and Loss report we can't use this layout across Common Formats of Profit and Loss. This feature was available in the old reports that once a custom layout was created it worked on all formats. Been advised that would need to create a separate custom report for every Common Format

    32 votes

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  5. Add a payment link to quotations so clients can pay on a quotation as well as an invoice.

    Purpose: This would allow clients to pay on the quotation sent.

    32 votes

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  6. timesheet - indicate public holidays + add radio buttons selection for:
    1. pay as normal (public holiday)
    2. worked holiday + entitled to 1.5 pay + day time in lieu
    3. worked but not entitled (no extra pay or time in lieu)

    32 votes

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     ·  9 comments  ·  Payroll  ·  Admin →
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  7. Invoice templates are editable, but bill templates are not.
    Would like to be able to add searchable fields to a bill without removing those that are already there.

    32 votes

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  8. Ability to give payroll admins only permission to staff.

    Purpose: To make the staff have fully access to Payroll but not other parts of Xero.

    32 votes

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  9. Ability to have a flag feature when potential duplicate expense claims are uploaded.

    Purpose: To make users easily noticed when the same/similar expenses are already uploaded.

    32 votes

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  10. In the "New version of Invoicing" disappeared an amazing function - when you open an invoice after it has been approved, it always displays as tax exclusive, even if you entered it as tax inclusive. In the new version if you approved an invoice tax inclusive it ONLY shows it as tax inclusive. Can you please add the feature of seeing both versions of the same invoice.
    And another feature that disappeared in the new version is to see account number, not just the name of the account. Can you add it back too? And move it back to the…

    31 votes

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  11. We have grant funding so wages as well as super needs to be applied with the tracking code to acquit grant correctly. Presently, there is no availability to apply tracking codes against the superannuation, as well it is only available through timesheets for the wages.
    It would be very helpful if tracking codes could be applied directly with pay items in employee template (similarly like other software) so this can be applied when leave is taken also

    31 votes

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     ·  4 comments  ·  Payroll  ·  Admin →
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  12. Have the option to accrue leave on other pay items. ie. Saturday rate has to be set up with its own rate per employee as each employee is on their own rate for Saturday and isn't a "mutplication of the ordinary rate". This also needs leave to accrue on it.
    Spoken to Xero adviser and they don't have a set up for this yet.

    31 votes

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    9 comments  ·  Payroll  ·  Admin →
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  13. When a client fails to pay Superannuation Guarantee levy on time the employer should lodge a Super Guarantee charge form. Is it possible to develop a form where the affected employees can be printed & exported to excel to enable a simple "cut & paste"? If the ATO have started an investigation this can save many hours of work especially if the period covered is several years.

    31 votes

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     ·  7 comments  ·  Payroll  ·  Admin →
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  14. When creating subcontractor bills and deducting retention, the CIS includes the retention when calculating the deduction
    For example, XERO should read:
    £250.00
    minus 3% retention (£7.50)
    £242.50
    minus CIS (£48.50)
    = £194.00

    HOWEVER, XERO calculates:
    £250.00
    minus 3% retention (£7.50)
    minus CIS (£50.00) (off the gross amount not the amount after retention deducted)
    = £200.00

    This means that CIS deduction is incorrect.

    There is no way around this currently even though similar issues have been raised since 2019 on Xero discussion threads and no solution has been made.
    The only way around it offered by Xero means that payment &…

    31 votes

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  15. Add a new field for "Row number" in customized invoice. So that we can see how many lines items in one invoice & fulfill client needs.

    31 votes

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    Hi Shawn, to make sure we understand the idea here - would you like this field to be visible to the contact. Say when a certain branding theme is applied? Or just an internal to view when creating invoices in Xero? Thanks

  16. Ability to send remittance advice for bills not paid via Xero. So I am able to send remittance on “spend money” transactions.

    31 votes

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    If the payment is occurring at a different time to the transaction being entered is there a reason why the transaction is not being recorded as a bill, Anne-Marie? 

    There are lots of efficiencies in how bills can now be created in Xero without much manual intervention so would be good to understand more of the detail behind your business needs, here. 

  17. Customer Statements - the current statements show payments allocated to invoices. This is confusing for customers who make part payments. Can Xero please bring in an option to not include payment allocations as our customers only want to view their statements by looking at the amounts they actually paid, not the break ups

    31 votes

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    Appreciate wanting to see a direct option within customer statements that exist in Xero. 

    An option here would be to run the Customer Invoice Activity report where you can filter by Source to remove payment type sources such as 'Receivable Payment'. Once set up this could be saved as a custom report to be run with your filters at any time. 🙂

  18. We don't have a mastercard or visa, only an American Express card. I'd like to pay by AmEx like a do for a lot of our other vendors. Can you kindly arrange that?

    31 votes

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  19. Ability to default a customer for sending via e-invoicing

    31 votes

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  20. Request SWIFT code field to be saved under particular contact as bank account number, so that it could auto populate in the batch payment.

    31 votes

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