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  1. 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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  2. 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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  3. 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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  4. 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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  5. 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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  6. I would like to be able to select only certain employees and add LSL balances on their payslips rather than everyone in the organisation.
    My point is, when we set a new employee we started calculating their LSL from day one but we do not necessarily want them to see the balances until they reach 5 or 10 year mark working for the company.
    In this case, calculation of LSL is accurate as in 10 years times hours of employees can change btw full time/part time and so on.
    I would appreciate an option to select individual employees to display…

    10 votes

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     ·  1 comment  ·  Payroll  ·  Admin →
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  7. 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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  8. 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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  9. 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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  10. 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. 

  11. 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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  12. 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.

  13. Be able to filter the project reports by project manager - ie who you have assigned it to

    10 votes

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  14. A report to run to identify suppliers and customers that have not used in the last 12 months, so we can archive some contacts.

    10 votes

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    Not a capture all but maybe a step in the right direction for now that could help, Maureen - Smart Lists could help you get a view of the customers that you've not sold items to recently. 

    You could run a New Smart List to view Any customers who have Not Purchased Any items In the last year - Find out more on Smart lists here

  15. Hi

    On the repeating invoices tab, can we please have the total amount showing of repeating monthly invoices.. Just as it shows the awaiting invoices value on that tab.

    This will help business keep an eye on their recurring value income.

    10 votes

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  16. I would really like to be able to allocate my expenses to a project within the app.
    If I add a receipt via the app, (which for me is the most efficient way to add expenses) I then have to go online, find the transaction, edit it and resave it, in order to sign it to a project. This is frustratingly inefficient and doubles the time it takes to input a purchase!
    Could you please add this ability to the app?

    10 votes

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  17. Add a template another file option for payroll. HSBCnet allows file uploads with a SUN however as Xero does not have this template it means only options is to apply for a SUN and increase costs of paying our payroll. We need a file that accommodates ACH CR BACs (non-SUN) files. Requirement is Xero payroll ERP configure the file without a SUN then please ask them to do so, as it should be identical to the one we have tested for supplier payments, meaning the word ‘HSBC’ should be quoted on the VOL1 line and the areas where the SUN…

    10 votes

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     ·  3 comments  ·  Payroll  ·  Admin →
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  18. Currently, it seems that business owners with more than one company need to purchase separate subscriptions for each entity.

    Whilst this may be a good solution for users with one or two entities, it becomes very expensive (and in some cases prohibitive) for users who own multiple entities to make use of Xero as an accounting service. Additionally, "overall financial position" metrics / reports currently need to be purchased separately - which further increases the cost for business owners.

    I would thus like to enquire whether it would be possible for Xero to create either a license option to that…

    10 votes

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  19. Ability to setup a 13 week budget (blocks of 4 weeks). We currently cannot utilise the budget function because there is only the ability to budget monthly.

    10 votes

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  20. Allow employees to edit/cancel approved leave if it's not yet been taken. Any changes should be resubmitted to the approver.

    10 votes

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     ·  7 comments  ·  Payroll  ·  Admin →
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