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  1. Automatically provide the audit certificate for e-signatures applied in Document Packs. At the moment, you need to contact Xero Support to obtain the audit certificates, which often takes days, when you generally need these things urgently

    8 votes

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  2. When resizing my browser window, many of the Xero screens (including Bills, Timesheets, Invoices) do not resize. Instead they chop off on the right hand side. There is not even the option of a slider to get over to the right.

    I have tested this across two browsers IE and Chrome. Frequently I am working on a laptop with a small screen and this is really annoying. I would rather they scale up or down when I make my browser larger or smaller.

    8 votes

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  3. GoCardless and Xero integration that supports their new installments feature.

    8 votes

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  4. It would be great if in Xero Blue you could see from the contact profile that they have a credit instead of money owed $0.00.

    It would also be helpful if when creating and invoice or before sending the invoice if a pop up appeared advising the client has credit and asking if you would like to use it.

    Also having the ability to transfer credit between groups/entities would be helpful. At the moment if someone has a credit note against one entity we need to reverse the credit note and reprocess it under the entity you want to credit.

    8 votes

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    Thanks for your feedback here. Currently when you create a credit note/overpayment the balance is reflected in the contacts record. This shows as a negative value in the list of the customer's invoices.

    With new invoicing, if you create an invoice for a contact that has outstanding credit, you'll be asked if you'd like to allocate this credit once the invoice has been approved. You'll also see the available credit and option to apply each time you view an approved invoice. 

    While it's not possible to allocate credit from one contact to another you could edit an existing credit note to change the contact without having to recreate it from scratch. 

  5. Update the search box to allow for search phrases to rank within the search box...not just exact matches. it's not particularly beneficial for a search query to result ONLY the exact match if you're searching for a match and probably don't know the exact phrase for a contact/business/customer.

    For example,

    "Jack Jones" produces no results when the contact is actually "John Jones".

    Searching "Jack Jones" should produce a result with all contacts that include either "jack" or "jones". Producing no results is not an accurate representation of the total database.

    8 votes

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  6. A CSV/Excel file with headers Employee, Gross, Net, NI, giving essentially the same data as the Payroll Activity Details report, for a payrun, but in column format with one line per employee for ease of reference.

    We have more than 30 employees and the Payroll Activity Details report is very long and cumbersome to reference.

    8 votes

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     ·  1 comment  ·  Payroll  ·  Admin →
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  7. Can we please have a Parent and Child relationship on the accounts to ease cash allocations. At the moment we are getting 1 payment that covers multiple accounts.

    We work with Schools and get payments from Councils and Academy's. These payments go across multiple schools and payments are currently allocated 1 invoice at a time.

    It would be helpful to have a Parent account / Hierarchy account or to put the Council/Academy name within the individual school account on Xero and put the Parent/Hierarcy name within the "Find & select matching transactions" - "Search by name or reference"

    8 votes

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  8. It would be great to be able to filter by the PAYROLL DATE not just the DUE DATE for Superannuation Payments.
    This would make it a lot easier when creating smaller super batch payments.
    Currently, we pay our 100 staff's super each month (30 days after) and this means I need to manually click next to each individual payment line. I can multi-select all, but that will select every single line for all months.

    8 votes

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     ·  3 comments  ·  Payroll  ·  Admin →
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  9. Searching for transactions:
    It would be very helpful to have the option to search for debits or credits only when searching for a specific transaction in the bank feed.

    8 votes

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  10. Be able to export all employee details so this can then be imported into a new xero

    8 votes

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     ·  1 comment  ·  Payroll  ·  Admin →
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  11. Auto-reconciliation for transactions and invoices/bills - I appreciate that the manual reconciliation is to allow for oversight and management of transactions, but when you have several thousand transactions in a month, reconciling them all is very tedious, especially when 99% of them is just clicking "OK" after checking that the names/references match!

    Auto-reconciliation would be an amazing timesaver, even if it was just for transactions where the references or customer names onn payment and invoice/bill match. Please consider adding this!

    8 votes

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  12. Invoices - Prefix in Date Format

    It would be great we could choose an invoice prefix in a date format that automatically updates each day. For example 20231123-01, 20231124-01 02 03 etc.

    I track my invoices by the date in which I send them so this feature would save me alot of time instead of having to manually update the date in the invoice prefix each day.

    8 votes

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  13. We need a custom P&L report that can group our revenues and COGS both by Customer and by Month.

    8 votes

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  14. It shouldn't be so difficult to assign expenses to customers or projects, an expense or spend money item shouldn't need to be edited to add it to a customer or project.
    Simplifying this process could be as simple as an extra column that can be enabled on the Account Transactions view and if a transaction isn't assigned to a project or expense then it can be simply clicked in the column and the customer or project selected.
    Additionally Bank Rules should be able to include the option to assigned to customers or projects, if we have a client that charges…

    8 votes

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  15. Daily Bank feeds from all banks to Xero for the weekends & public holidays now that transactions are done then and it puts our bank rec out.

    8 votes

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  16. would be so much easier if the only amounts that show on the GST late file reports are amounts where the GST treatment has ACTUALLY changed. doing something as simple as changing a code in a filed period can create hundreds of pages of "late claim" adjustments but they are just in and out entries..... this also makes it harder to determine which entries have actually changed.

    8 votes

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  17. have a warning come up when an entry is dated in the future to avoid posting to the wrong year

    8 votes

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  18. It would be great if there was some flag/notification visible on the Dashboard, to inform clients that you have raised a Discussion point on a transaction, that they need to address.

    8 votes

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  19. The ability to mark customers to exclude from sending statements, or add more filters ( including customer groups) in statements page, which will help to find correct group of clients to send statements. This will simplify collections process.

    8 votes

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  20. Can you please give the option to inactivate past employees/leavers from payroll summary when doing reports. Every employee we have ever had is coming up on the report each time.

    Also how do I set up overtime payments to stay on employee profile instead of using the drop down menu every week.

    8 votes

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    1 comment  ·  Payroll  ·  Admin →
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    Thanks for your interest in improvements to payroll reports, everyone. Our product team have eyes on this idea and while there are no immediate plans at this time, we'll update you here if anything changes.

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