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  1. A type of tax code should be possible in which the tax is subtracted from, rather than added to, the invoiced amount for that line item.

    Rationale: Many countries require that a foreign supplier's invoice be subject to withheld tax if the supplier doesn't have a satisfactory tax treaty entitlement.

    Example:

    We use a reverse-invoice process for our Australian supplier to record payments due to them based on our activity. This activity often attracts a royalty fee that we must pay.

    The UK requires us to withhold 5% of this royalty fee, and pay this over HMRC quarterly.

    To create…

    32 votes

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  2. 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 &…

    32 votes

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  3. 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.

    32 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

  4. The lock date feature is great for preventing back posting as a whole but we would benefit from a lock feature for specific nominal accounts - to prevent colleagues posting to a specific account until dates are unlocked.

    32 votes

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    Thanks for your idea, Sarah - We'll get a sense of the interest here.

    Perhaps in the meantime you could look to use the Archive and restore options for an account in your chart of accounts as a way of managing this? 

  5. A report that shows the total paying a supplier in a payment batch, currently we can only produce a Batch report that has individual invoices and a total over all but no total by supplier.

    Optional to have supplier bank details paying to would also be great

    32 votes

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  6. 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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  7. 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. 

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

    32 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. 

  9. 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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  10. 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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  11. 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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  12. 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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  13. 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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  14. Currently there is very limited information on the contacts main page. All it has is the name and if they owe or we owe. It would be so useful to see if they are allocated to a Contact Group and what date they were added, and perhaps the last transaction (so we can quickly bulk archive contacts that have not been used for a while). This would make contact management so much easier, as currently we need to click into each contact one-by-one which is just not feasalbe, therefore resulting in a contact system which is very unorganised.

    32 votes

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  15. 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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  16. 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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  17. For Xero to expand their bank feed connections to develop feed that supports Cynergy bank

    31 votes

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  18. Pretty simple.

    I would have thought it is easier to hold onto existing customers, rather then lose them in favour of new customers.

    Xero, please look after your current customers.

    31 votes

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  19. 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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  20. 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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