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  1. Custom Fields for Payroll Items - eg Item is included in Payroll Tax or Workcover remuneration or CoInvest reporting

    10 votes

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    0 comments  ·  Payroll  ·  Admin →
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    Hey Jen, thanks for submitting your idea! 

    Just checking if you're referring to Custom Pay Items, which are already available in Xero Payroll.

    If not, could you let us know some examples of custom fields you require, that aren't already available in Xero Payroll?

  2. Many of my clients prefer a 37.5 hour work week (7.5 hours a day) to a 38 hour work week (7.6 hours a day).
    I am able to set the leave accruals to a 7.5 hour day but the standard work week in "'Assign default leave types" is always 38 hpw and I have to manually change it to 37.5 to match the leave accrual.
    I can remember to do this but many of my clients do their own employee set-up and will not remember to change that 38 hour work week to 37.5 each time they set up a…

    10 votes

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     ·  2 comments  ·  Payroll  ·  Admin →
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  3. QR Code on Invoice that goes to same web location as the 'View your Bill Online' link on Invoices.

    Currently, a Xero Invoice can have a link displayed for easy/direct payment by customer.

    I would like to see the option to include a QR Code, embeded within the EMAIL sent to customers, and on the PDF attached to the Email, that translates to the same link, allowing for easy payment of printed invoices at time of delivery.

    Great for 1st time customers, Pay on Delivery or COD customers.

    10 votes

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  4. When sending invoices from Xero to Xero it doesn't attach the actual invoice in the draft bill as an attached so we don't have this invoice for record keeping purposes and can't even see if there's VAT or No VAT charged on the invoice as it is not attached to the bill. This needs to be added.

    10 votes

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    Hi team, apologies as we have jumped the gun a little - While it's currently possible to include a PDF of the invoice when sending via the Xero network, including attached files is not available just yet.

    However, I want to confirm this is something the team are currently working on and we will share as soon as there is another update on this.

  5. I am looking for a way to view a value for the supplier or customer transaction as a total value not as individual lines in the vat201 report. For example. I have 3 line transactions in 1 customer invoice, so it shows these three separately. I dont want to view it like that, I want to view it as a complete value, so we can double check the whole invoice as opposed to going to the invoice and looking line through line, which is extremely time consuming

    10 votes

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  6. Line numbers on Purchase orders and Bills. This is standard industry practice when ordering oversea as they all speck by a line number when referring to a Purchase order. hard to do when there isn't one. I have invented a work around but I shouldn't have to, it should be a standard option as it is a standard thing that the rest of the world uses

    10 votes

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  7. 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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  8. 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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  9. 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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    Hi team, as you may have just heard through my other update here. We have now split this idea into 2 so that we can track and keep customers updated on any progress for this feature being developed in each area respectively.

    I am please to be able to share for Purchase Orders we're in the works of refreshing the purchase order list and add/edit screens and as part of this we will be providing more filters for the search on the lists so you will be able to select to show/hide deleted PO's 🙂

    I'll return to share as this new experience goes live to our users. Thanks for sharing your interest with us.

  10. 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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  11. 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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  12. 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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  13. I attended the 2023 Q2 QPU and I like that for placeholders you can add a number in the square brackets to modify the month placeholder (this was in repeating journals - is it the same in other repeating features, like Invoices/Bills?). I also wonder if you can modify the year placeholder in the same way.

    But I'd like also to be able to post repeating journals with a placeholder that uses a number-format for month (eg, 04 instead of April). Alternatively or additionally, it would be nice to be able to abbreviate the month to just the first 3…

    10 votes

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  14. 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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  15. 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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  16. Hi not sure if it is available, but can you add WhatsApp to clients? It would be great if one can email and WhatsApp client invoices and statements, directly from the online portal.

    10 votes

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  17. 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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  18. 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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  19. I would like Xero to remove or make it optional when making batch supplier payment without swift code or linking with bank account as not every company will link their xero with their bank. Current batch payment is not applicable to my company as we do not link our bank account with xero. This compulsory swift code for bank processing is really not user friendly & our company book keeper has to enter supplier payment 1 by 1 for 20 invoice payment.

    10 votes

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  20. 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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