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  1. When approving timesheets it would be ideal to have separate lines underneath Ordinary Hours with Leave requested, on which days and hour amounts and to be able to approve there instead of having to go to a different screen.

    Can be hard to double check and remember correct days the leave was taken and also to ensure daily and weekly hours are met.

    *Simple layout idea attached

    10 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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  2. While in the reconcile screen, when I type in who and it pulls up my contact, I would like it to automatically default to the gl acct that I already have on the Contact card. I have to click on details then go to the gl box click on it to see what the gl acct is. Sometimes lets say Costco it could either by Office Supplies or Auto Expense(gas). So when I type up the Costco contact I would like to see what gl acct it is going to and if I need to change it to Auto Expense…

    10 votes

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  3. In the overall budget report, add column for annual total.
    Add additional option to include quarterly or triannual sub-total columns.

    10 votes

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  4. Could we have a bulk date change please for when we are ready to send a lot of draft invoices or any in awaiting approval (and in the repeating 'payment due date' section)
    we rely on the repeating function but its a pain to go in and change them one at a time when there's loads, especially when they copy over into draft aswell, its a mammoth task

    i.e also an option for '30 days payment due upon receipt of invoice' 😃

    10 votes

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  5. To be able to file a Gross to Net report and subtotal by tracking category. It's the only way that we would be able to report per category of worker. This is built into Sage and really important for a lot of businesses.

    10 votes

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     ·  1 comment  ·  Payroll  ·  Admin →
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  6. To minimise additional payroll payment processing it would be great to have the ability to pay employees from more than one Company bank account using the Payroll Batch payment functionality i.e Employee 1,2,3,4 gets paid from Bank Account A and Employee 5,6,7,8 gets paid from Bank Account B.

    10 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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  7. At the moment I cannot email end of year CIS statements through Xero to contractors like I can for monthly CIS statements.

    It would be very helpful to have this facility as I have to download PDF for EACH contractor (which can be very time consuming) and email individually at year end.

    This is a requirement as a CIS main contractor, so should be automated and easier for us to do this. Thanks

    10 votes

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  8. Once a GST return is filed, rather than creating a bill could there be an option to 'convert this GST return into a bill'? Then it will sit in the payables report (as a reminder to set the payment!)

    10 votes

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  9. Activity Statement report - currently the activity statements need to be finalised in order and if not then the unfiled amounts option is turned off for good, with no way to change this. The current workaround is to delete all previous statements and then finalise them in order. This means we lose history, and particularly when the client is managing the BAS returns, we need that history to stay. Also there is no way to tell how far back into history the error is occuring. We need a manual override where we can switch on the unfiled amounts, so that…

    10 votes

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  10. VAT 126 - small local authorities can reclaim all VAT. To do so they need to submit a 126 schedule, which is not currently available within Xero. The problem is that the supplier's VAT number cannot be included in transaction reports.
    The ability to produce the VAT 126 schedule would make Xero a very good option for the many parish and small town councils.

    10 votes

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  11. For a food wholesaler, product prices can change weekly. Select each draft invoice & bulk change product prices

    10 votes

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  12. The new invoicing alerts you to a credit on a customer's account if you APPROVE an invoice but if you APPROVE AND ADD ANOTHER invoice it simply moves right on and does not mention the credit. Please could the apply credit option be available regardless of the way you finalise your invoice.

    10 votes

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  13. Most often when I extract XERO finance reports I have to strip out all of the headings and totals in order to get to the raw transaction data for further pivot analysis and data refinement. Having a raw data dump (i.e., excel or csv format) as an option to the formatted files would save considerable time for users doing pivot analysis, multi period or year comparisons, adding calculations and additional columns, preparing charts, and just trying to summarize the data in a different way.

    10 votes

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  14. Report - Inventory Item details to include columns for Item code and tracking, or Account transaction report to include Item code and quantity.

    10 votes

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  15. Currently after we assigned billable expenses to a customer and subsequently when we create a new invoice with the billable expenses, noted that the tracking category named Projects as well as account code are not auto-fill. We need to fill in manually which is time-consuming, imagine there are 100 items in the invoice.

    It will be very helpful and save time if the account and project code will be auto-fill in the invoice. We really appreciate your support and looking forward this can be implemented. Thank you!

    10 votes

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  16. In Organisation Settings / email settings / templates
    Can we have a place holder to allow us to include our Account Number in the subject and body of our default emails to clients for invoices and statements

    10 votes

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    Thanks for the confirmation, Sally. We have some current work underway with the email send modal in invoices, however I want to be open that at the time the team are not extending to add new placeholders that can be used. 

    For now, as you may have found you can edit the default email to add the Contact Account Number before sending the invoice. Appreciate wanting something more automated and we'll continue to track the interest of this idea and share if there's any development. 

  17. Needs 'Are you sure' pop up for Deleting Contact Files

    Its too easy to accidentally delete a file attached to a Contact. Needs to be an 'Are you sure you want to delete ...' pop up when deleting.
    Especially as it also doesn't populate in the history/notes section that anything has been deleted.

    10 votes

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  18. Integrate Xero Projects with Google Calendar so you can allocate workload/timesheets to projects more seamlessly.

    10 votes

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  19. I forward invoices to Bills via the email feature.
    I then batch process these at regular intervals.
    There could be 50 to 100 bills here.
    I have set default purchase contacts for all these contacts yet none of these drafts use that until I go into the bill for manual approval.
    This wastes a lot of time as I have to go through each bill 1 by 1.

    Allow me to bulk edit the accounts on Draft Bills and / or use the default account setting for that contact.

    This simple change would save me hours and I would get…

    10 votes

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  20. Via the XeroAPI, assign a project to a line item on an invoice.

    Looking in both the invoices, and projects APIs I can not see how to do the assigning.

    Also, If i assign the project from with in the Xero website, and GET either the invoice or the project, neither response seems to have the assignment.

    First raised by Chris Chase on the community archive: community-forum-archive/discussion/118540025

    10 votes

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