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  1. Under the GL Summary Report(new) and GL Detailed Report (new), i notice they run by account code in alphabetical order as a result of which some Balance Sheet and P/L items are mixed together.

    How can i run both the above reports in a way whereby all the Balance Sheet items are on top in alphabetical order follow by all the P/L items thereafter in alphabetical order

    Can anyone help

    7 votes

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  2. It is far more common place and practical to set a give day of the week to send payment batches. I would assume that most businesses are not firing off payments every day of the week for every individual invoice (ie based on x number of days after invoice/bill date).

    That being said, I also believe it is far less common to be offering or to be offered payment terms of old (ie x days after EOM).

    It is and has been common place in our industry for more than 20 years, that suppliers provide payments terms of x days…

    7 votes

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  3. 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…

    7 votes

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     ·  1 comment  ·  Payroll  ·  Admin →
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  4. We pay our employees under the Electrical award which includes several compulsory 'All Purpose' allowances that are now reported separately as per STP2. When our staff are paid a shift loading, these allowances need to be included in the loading. I have to manually add the allowances into each all purpose loading (which is time consuming)
    Can you please have an option to fix this in the pay items? There are certain allowances that have to be included in overtime, annual leave (which you have an option to include) but you dont have one for shift loading

    7 votes

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     ·  1 comment  ·  Payroll  ·  Admin →
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  5. There is currently no option to print a packing slip from repeating invoices options.
    We need to be able to print a packing slip at the start of a hire before any invoice has been raised.

    7 votes

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  6. leave tracking report for requests that have not been completed, it could fall in previous payroll periods or current or future. This could offer more functionalities for payroll officer to track leaves in a larger payroll.

    7 votes

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     ·  2 comments  ·  Payroll  ·  Admin →
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  7. PAYROLL AS AN ADD-ON IN AUSTRALIA

    Please allow payroll as an add on in Australia. The very basic plan is enough for most small businesses and sole traders, but the jump in price just to add one apprentice is prohibitive. I feel small businesses and tradies are not catered for well. We often don't need all the bells and whistles, but just something basic. To pay my apprentice via Xero will cost me an extra $360/year which is ridiculous.

    7 votes

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  8. Ability to edit expense code and tracking code after approval and payment.
    This is to make up for there being no data validation capability for coding.
    The workaround is to run the Account Transactions report and run 'query tests' in Excel.
    Once the errors are found, you go back and edit the transactions for missing tracking codes, etc.
    With Expenses there is no ability to subsequently edit the transaction, though whihc measn you need to create journals which is inefficient and hard to audit.

    7 votes

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  9. New General Ledger - It would be good if you can have the option to have the code number first before the account name

    This will make looking for items easier

    7 votes

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    Appreciate the feedback for the General Ledger Summary report, Kala. 

    I wanted to confirm it is possible to reorder columns within the General Ledger Details report (like my image below). Is there a specific reason you'd like this in the summary too, or does this possibly meet the needs you're after? 

  10. I need the option to auto reverse repeating journals to be available. This is neccessary for accruals.
    Auto reverse is available on regular journals but not repeating.

    7 votes

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  11. Enable return journeys to be entered as one claim using th3 map option.

    7 votes

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  12. Please add the function to add a Projects field on the Bills awaiting approval and Bills awaiting payment page.

    This allows users to select the projects that they manage, thus no need to open every bill.

    7 votes

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  13. It would be really helpful if I could see the dollar amount of bills paid in a date range / selection.

    7 votes

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  14. 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.

    7 votes

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  15. I need 'Invoice Value Discounting' where we provide a discount on nett price and a different percentage is applied dependant on the net amount. For example 5% applied on invoice of 250, 7.5% over 500, 10% over 750, etc. You would set these up in a table and you can decide which clients have IVDs

    7 votes

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  16. Currently you can only see new notifications when they pop up in the menu. As soon as you click x, they disappear and cannot be accessed any more. It is useful to be able to look at old notifications - particularly for tax codes so that changes to tax codes can be double checked

    7 votes

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    Appreciate you raising the idea here, Sally. 

    It'd be great to understand when you say "dismissing" notifications, would this be by clicking the "x" icon in the top right hand corner of the notifications pop-up, or within the notification feed? Thanks 

  17. Declined quotes to appear in the activity list of a contact - At the moment they do not and the only way to determine if a quote was raised previously is through a search through quotes.

    Since it is an activity linked to a contact, fruitful or not, this should be linked to activity list of the contact.

    7 votes

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  18. We generally forward incoming bills for payment to Xero by emailing the bill to bills.b3xxxxxxxxxxxx@xerofiles.com) resulting in them getting queued in 'Draft' - which of course is a beautiful feature. At that point our finance manager will go through and process them to the point of Awaiting Payment (i.e. check them, allocate as appropriate, etc.).

    On occasion there is additional information people in the business may wish to communicate to the finance manager about this (e.g. where it should be allocated to, or other descriptive information/special instructions).
    Presently this requires a separate email to be sent to the finance…

    7 votes

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  19. Can we please add an ability to add a new employee who is still an "Australian Resident for Taxation Purposes" but residing overseas for twelve months? Can't presently add an international address.

    7 votes

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     ·  2 comments  ·  Payroll  ·  Admin →
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  20. We require more than 10 email templates for our organisation, due to running multiple events and each needing a different message to go out with the Sales Invoice in the email body.

    Please Xero can you review this, I'm sure it wouldn't be too difficult to change!

    7 votes

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    Understand the restriction on the current limits and appreciate your detail in how this'd help you, Kira. Is there an ideal # that'd fit for your business? 

    This isn't something we have immediate plans for atm but good to know when sharing your feedback with product. 

    For the time being, you'll need to apply a base template and can adjust as needed when sending individual items from Xero. 

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