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  1. It would be beneficial for an employee to record all hours worked in the timesheet including hours to be allocated as TOIL Accrual
    i.e. employee works 35 hours, 30 hours ordinary and 5 hours to TOIL accrual?
    Then when the employees wishes to take the TOIL, they submit a Leave Request as per existing functionality.

    Currently the employee needs to separately notify payroll regarding hours worked to be allocated to TOIL Accrual. And this doesn't go through the Supervisor Timesheet Approval process.

    29 votes

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    3 comments  ·  Payroll  ·  Admin →
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  2. Ability to mark an invoice as "shipped". I want to use repeating invoices, but it's an administrative nightmare having to use an external method to track which orders have been shipped to the customer. It's not like you can even download just the invoice header information into a spreadsheet and use that. The export option downloads all of the lines, as well.

    An invoice could have a field like "physical item to ship" or "requires processing after payment" that could be used to filter for "unprocessed" items.

    A tracking number would be useful, too. Setting it to "shipped" would send…

    29 votes

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  3. Ability to get a single donation tax receipt for a year.

    Purpose: Save time collecting Donation Tax Receipts for reporting

    29 votes

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  4. Adding an undo option when users are doing reconciliation in Xero.

    Purpose: Undo button will make users reinstate the transactions easily if they remove it by mistake.

    29 votes

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  5. Ability to have multi-VAT tracking for EU companies.

    Purpose: Because lots of companies in the UK are also registered VAT in other EU countries. So having this feature will make users easily calculate their tax.

    29 votes

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  6. Filter the bank reconciliation by spend or received

    Simple to complete the debtors first / or creditors

    28 votes

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  7. When entering after Qty field, amount is pre filled with 0.00 and when you type, it will put the amount after e.g 0.00120 instead of 120.00. Please remove the pre filled zeros as with classic invoicing and keep the new invoicing in line with everything else in Xero like bills and spend money etc. It is too different!😒

    28 votes

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  8. Create an undo or revert option for edits made to invoices. We can already see the history of changes made to an invoice, so why can't there be a option to undo or revert to a previous revision of the invoice?

    28 votes

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  9. Can we please have a few new GL Account categories so that the P&L can be printed in the standard format to show EBITDA, EBIT, Profit before Tax and Profit after Tax.
    Should be a fairly simple addition to the available categories, to add Interest, Depreciation and Tax as categories would enable this.
    This could also help with the enhancement of the Cashflow Reports.

    28 votes

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  10. Feature: I'd like to be able to format the [Due Date] field when it's included in email templates.

    Use Case: My standard emails include a line which reads "This invoice will be due for payment by 09 Oct 2023". I have to reformat the date to a more readable style every time.

    Basic Outcome: Using standard date formatting you should be able to express the date as "Monday 9 October, 2023" - note that the leading "0" on the date number has been omitted, and also the inclusion of a comma after the month.

    Ideal Outcome: The due date would…

    28 votes

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  11. Get rid of (or just hide) "Tracking Transfers" when printing PDFs of manual journals. Seeing descriptions are more important than the background tracking.

    28 votes

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  12. As payments are applied to invoices or bills, you can't see the description detail on a cash basis report (no problem with an accrual detailed general ledger though).

    The old general ledger (export function) enabled you to see the description on both accrual & cash.

    Seems illogical?!

    28 votes

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  13. Ability to change Fonts in reports. Each firm is unique, and have ways to express themselves. We have always used a particular font for all our correspondance.
    The XERO reports look the same for every firm. Adding the options for fonts, size, colour will allow firms to be slightly different.

    28 votes

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  14. The filter right now only allows to select all or select/deselect some, but sometimes it would be easier to be able to just exclude something (an account, a group of accounts, a contact, an invoice etc).

    28 votes

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  15. I have a client that needs to apply the Apprenticeship levy and this is not available on Xero Payroll as this is normally a function for large companies and not small companies that Xero are focusing on. This is a small company, but do form part of a large UK group therefore are sucked into reporting this to HMRC. Can this function be integrated into Xero payroll to be switched on when needed? I am sure it won't be a large effort for the Support Team at Xero. More and more clients are using Xero including larger companies and this…

    28 votes

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     ·  4 comments  ·  Payroll  ·  Admin →
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  16. Discounts - the ability for the discounts in sales to be allocated to an expense account rather than distorting sales figures. At the moment each line item has the cost of the item then applies say 10% discount equals net which then is allocated to the sales account. I would like the option to allocate discounts to an expense called discounts given so that we can track and show the correct sales figures. By distorting sales figures you could be affecting calculations like WET. other programs allows you to setup discounts given & taken and freight even.

    28 votes

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  17. An inventory system that can also track serial numbers.

    28 votes

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  18. 28 votes

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     ·  6 comments  ·  Payroll  ·  Admin →
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  19. Please consider adding more customisable options for the financial statements as they do not look professional when compared with Sage Handisoft reports (for instance).

    Just to start off, there should be an option to remove the horizontal lines across the page on each account and heading, change indentation, font & in particular font size. The font size is so small it should be close to double that!

    28 votes

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    Thanks for your valued feedback here everyone. Considering elements mentioned we wanted to highlight Report styles which are available to Xero Partners through Reports in Xero HQ.

    With Report styles Partners can now set logos, change the colour of report titles and size of the font in reports, across client organisations.

    We appreciate there are other improvements mentioned that you'd like to see capabilities expanded too and will continue to track the interest and share any more improvements of this with you all.

    Connect with your Xero advisor, or find one that can best help with your business needs here.

  20. Allow to create project templates to apply to task lists to newly created projects

    28 votes

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