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  1. Upload AR Remittance Advices within "Match" option within Bank Reconciliations
    I have noticed that when processing the Bank Reconciliation and matching bank deposits to raised AR invoices, the Remittance Advice can't be uploaded directly to the receipt under the "Match" option (see attached screenshot).
    However, under the "Create" option (next to Match then clicking "Add Details") there is the option to Upload files.
    Not being able to do this directly within Bank Rec matching means it is an inefficient process where I have to go back to the Customer account, look for the Invoice(s) that were paid and open it…

    10 votes

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  2. Is it possible to include a item code column when downloading Xero invoices. This information is already included in the PDF download.

    10 votes

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  3. Can payroll deductions such as IRD arrears or MOJ deductions etc be included in the Payments Report. This is vital information that is not able to be reported on at this stage and I wonder how many deductions have slipped through the cracks because clients aren't aware that a deduction has been made. In the situation where a third party is managing Xero payrolls for clients these payments need to be communicated manually via email. As you can imagine this places a large burden on the third party to ensure that this is captured each payrun.

    10 votes

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     ·  1 comment  ·  Payroll  ·  Admin →
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  4. PO's and Quotes that have been Deleted are marked as Deleted but continue to be displayed in the Sales and Purchases Overviews. There is no need to continue to display deleted items in the Overviews. They should be removed.

    10 votes

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  5. In tracking categories - it would be useful to be able to have the option to reorder departments so they show in the order you want in reports

    10 votes

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  6. Being able to click on the summary page to show what is entered in that field would be good or a drop down box on the BAS summary page. Having to scroll through sales to get to the expenses is time consuming.

    10 votes

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  7. When posting a bill, you must use the drop down menu to "approve and add another" because the button defaults to just "approve". If there was a way to change this it would save time when entering multiple bills at once.

    10 votes

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  8. Please add the ability to dismiss/hide the setup guide without the need to have clicked through and used all options in the guide. Some do not apply to my organization and so there is no way to get the blue setup guide button to disappear and it gets in the way of other things on the screen.

    10 votes

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  9. Ability to export bills with one line per bill showing the Invoice Total rather than showing each line entered for each bill.

    10 votes

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  10. Support Quick Method of GST/HST tax calculation for Canadian small business. Small business corporations in Canada have an option of so called Quick Method of GST/HST tax calculation that is based on a marginal percentage from the sales revenue amount instead of full balance of taxes collced and paid. Many small businesses choose to use QM because it frequently and significantly (upt to 30%) reduces GST/HST taxes payable. Current GST/HST tax report does not support the QM and the manual workaround method through tax adjustment is not 100% corret in terms of the line numbers in the report. Enabling QM…

    10 votes

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  11. In reports - Be able to make formulas from individual rows / accounts not just "columns, group totals or formula rows". I have attached an example of the work around required to get Gross Profits for hospitality split into Wet (Booze) and Dry (Food). It adds 8 lines and makes the report unwieldy. I would love to to more interesting formula. And not have to export to Excel or other programs.

    10 votes

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  12. On the notes section to the financial reports in adviser reports templated under the groups, I would like the accounts selected to be in alphabetical order. At the moment the only option is to manually drag and drop - with a large number of accounts this is extremely time consuming. An automated function would assist.

    10 votes

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  13. In Sage, we used to be able to run a report that allowed us to export all our employees hourly rates, so yearly pay rises were easy to plan from.
    There isn't a way to do this in Xero - so my suggestion is to have a payroll report, similar to the employee details report, that allows you to see all employees hourly rates.

    10 votes

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     ·  4 comments  ·  Payroll  ·  Admin →
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  14. I am not happy with the treatment of dishonoured/reversed payments on Xero when it comes to debtors/customers (and similarly creditors/suppliers) (see attached support screenshot).

    Dishonoured payments must be processed via the accounts receivable and payable channels as is the custom on any other accounting package.

    The customer's records and statements must reflect when payments were dishonoured (true refection) and it should not be handled outside of the customer's module as Xero is currently doing (by deleting the original payment from the customer and allocating it a GL account and then allocating the dishonoured reversal to the same GL account).

    The…

    10 votes

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  15. Xero Me app no longer allows entry of allowances. Previously employees have had ability to enter their hours and any allowances attached on their templates but apparently since the change to STP2 they have stopped this ability which is crazy. Seems to be no point in using Xerome.

    Seeing we have just spent hours ensuring our clients have mapped the allowances correctly to STP2 categories not sure why this has been removed. Pls vote to have returned.

    10 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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  16. Email template - option for insert placeholder for GST exclusive amount ('Subtotal' amount).
    At the moment, I can only do the Total amount, which includes GST.

    10 votes

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  17. Add an expense date to a project

    When you enter expenses under projects, a date is required. We would like that date to appear on the invoices.

    10 votes

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  18. Please add the ability to bulk approve and email invoices simultaneously.

    10 votes

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    Hi Brett, separate actions in them self but it is possible to Approve multiple invoices at once from the Draft tab. When actioned you'll see a message from which you can 'View invoices' and multi select to Email. 

    Being open this isn't something we have plans for right now - Is there a common scenario, or specific reason you'd like these actions as one? It'd be good detail to share back with the team. 

  19. Archive bank transactions so you can only see for example, from the start of that financial year or the start of the year you are in. Currently we can see all transactions from when we started to use XERO in 2021.

    10 votes

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  20. We need an approval process which includes multiple approvers who do not necessarily access Xero so a share as with an invoice would be ideal to request approval via email

    10 votes

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    Hi community, thanks for sharing with us on this idea. It would be good to get further insight into why the user would not be invited into the Xero organisation if they are a part of the approval process.

    While we don't have plans for developing a share link on bills like invoices at this stage, an option for some right now could be to export bills from your organisation which could be provided to the right person in a CSV format.

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