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  1. It would be nice to be able to have our company name on the check voucher so the vendor will always know who the payment is from.

    7 votes

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  2. STP2 - Splitting allowances for all purpose from the hourly rate

    We have employees with all purpose allowances - ie it forms part of the base hourly rate and extrapolates in to overtime rates and annual leave loading. I now have to take it out of the rate and pay as separate line items including overtime and annual leave multipliers.

    Is Xero in their pay templates going to make changes to say have a tick box to indicate an add on allowance to the rate so regardless of the pay lines (that are set up as such) they multiply they…

    7 votes

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    2 comments  ·  Payroll  ·  Admin →
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    Hey community 👋 thanks for the interest in this idea! 


    Just to clarify, when creating a new allowance pay item, you'll have the options to 'Contribute towards annual leave rate' and 'contributes towards overtime rate'.


    This setting will include allowance type pay items in the calculation of annual leave and overtime rates. 


    I can see the main request here was a 'box to indicate an add on allowance'. 


    Can you confirm if this tick box in payroll settings solves that request? 


    -Ethan M

  3. I refer to the Customer/Supplier Bill Activity reports which shows transactions as positive and negative figures. Could you *** create a report to show bill activity in Debit & Credit separate columns format instead of positive and negative figures in 1 column? Thank you

    7 votes

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  4. As an accounts practice, we are looking to reconcile bank in timely manner, and not particularly concerned about supplier payment allocations against particular invoices. Therefore we would like to see cash coding option for Advisor to allocate purchase invoice payments against supplier account as overpayment, as we would be reconciling supplier balances after bank is all allocated. We would then reconcile overpayments in each individual supplier account.

    7 votes

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  5. Currently there is no functionality to add a line anywhere in the Journal. The current system of dragging a line from the bottom is absolutely inconvenient especially where the Journal is very long and we want to add a few lines in the beginning of the Journal.
    There should be one button 'insert a line function' (next to current curser location - meaning anywhere in the journal - Like F7 in SAGE).
    Also, to move to below line, we have to use mouse. Can it not be possible to use arrow keys to move up and down?
    Thank you

    7 votes

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  6. With the current GoCardless for Xero system, there are three options for scheduling payments:

    1. You can select an individual invoice and take payment for the full amount in one go.

    2. You can select an individual invoice and split the total amount over a number of payments.

    3. You can select multiple invoices (for the same customer) and take payment for the full sum amount in one go.

    What we need added is a 4th option, where you can select multiple invoices (for the same customer), that the sum total owed and split that total over a number of future payments.

    For…

    7 votes

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  7. Payment details section

    Add in YTD totals under "Payment details" to help identify total amounts paid into account.

    7 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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  8. Customer purchase order number field.

    Why is there no field for customer po number?

    7 votes

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  9. Currently in European Countries except for the United Kingdom, the comma is used as a decimal separator not the dot.

    Europe: x.,xx i.e. €1.250,55
    UK: x,
    .xx i.e. £1,250.55

    For those Xero users invoicing to Europe countries It would be great if we could change the format of these numeric separators to better conform to European countries.

    The only ability we have at the moment to customise this is to remove the comma separator completely and have no decimal places.
    i.e €1 251

    7 votes

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  10. Xero Me App - Testing

    It would be great if we could test the Xero Me app (similar to how we can with the Demo Company for Xero) to be able to see what employees see.

    7 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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  11. Be able to produce a cash flow report by currency. Also be helpful to do a cash P&L the same way. Used for forecasting expenses by currency

    7 votes

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    Hi Dan, you can already run the new Profit & Loss in a foreign currency your org is using, as well as run on a cash basis. If you often find yourself wanting to run reports on a cash basis - we recently released Reporting preferences where you could set this as a default. 🙂

    We'll keep tracking the interest around viewing the Statement of cashflow in a foreign currency and let you know if there's any plans made for this, here. 

  12. If the company uses the Go Cardless payment feature, it would be good to have the fuctionality to know if a direct debit has failed

    7 votes

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  13. It is ridiculous that you are forced to set a calendar reminder to come back and downgrade a Xero Subscription in a month's time.
    A client may need to increase their subscription purely to account for the crossover period of one staff member leaving and a new one starting and whilst we have no issue paying the additional for the one extra employee, to make it impossible to downgrade for a month after that upgrade is a pathetic cash grab by Xero.
    Make it possible to downgrade the file immediately and have it take effect from the future date.

    7 votes

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  14. "Compare Tracking Category" in the Old Format P&L Report includes columns for all Tracking Category Values USED in the date range; irrespective of whether the value is ACTIVE or ARCHIVED.

    "Compare Tracking Category" in the New Format P&L Report is different: it includes columns for ACTIVE Tracking Category Values. This represents an incomplete view because ARCHIVED Tracking Category Values USED in the date range are not included.

    Please can you enable reporting of USED Tracking Category Values in the New Format P&L Report before you remove Old Format Reports in July 2023.

    Custom reports don't provide a viable solution due…

    7 votes

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  15. I would like to have clients phone numbers included when saving a CSV Export of Invoices. This feature is unavailable, though all other client data such as name, address and email gets exported.

    I need to be able to track my clients 6 monthly and 12 monthly and send them SMS and this is the easiest way to access invoice dates and client data in a CSV file.

    I find it very strange the phone data column was not included and hasn't been requested until now.

    7 votes

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  16. When sending a quotation it would be really helpful if the system did not allow the quote to exceed the number of items held in inventory in the same way as invoicing does. There is little point in quoting for items that we do not hold in stock and we do not operate negative balances for inventory.

    7 votes

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    Appreciate your interest in raising your idea. Being open this isn't something we have plans for right now. There are some industries where it is common to quote for stock that is yet to be purchased, without having to purchase he inventory in advance. 

    We'll continue to monitor the idea here, but want to be upfront that there are no plans to change this in the near term. 

  17. Re Payroll/Timesheets/RDO's. Can you please allow employees to enter a negative No of hours in Xero Me to category RDO accrual to get their hours back to the usual eg. 76 in a fortnight. Currently cannot submit.
    Staff working 40 hours to obtain hours RDO is problematic. I don't agree with Xero's instruction to change opening balance accrual figures. Must be able to be audited.

    Please change the break hours to be able to be 1. entered online and not just via Xero Me 2. within 1 entry. Currently staff have to enter 2 lines each day.

    7 votes

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    0 comments  ·  Payroll  ·  Admin →
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  18. As with the financial side in Xero and their history and notes section, it would be very useful to be able to track who has approved leave or timesheets in Xero Payroll. We need site on which manager has approved the leave application or timesheet to mitigate any risk of the wrong people approving these.

    7 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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  19. Xero Projects - Needs Total Estimated Hours & Total Actual Hours (for Tasks) at top of Project. We quote projects based on hours and $ for each task. We would like to be able to easily see 'total hours' at the top of the screen for the project, and then total hours used, so we can see how many hours we have left to go on the Project (helps us to keep worked hours in check). At this point I would have to manually add up all hours for all tasks to get a total, which is tedious, and then…

    7 votes

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  20. 7 votes

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