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  1. 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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  2. Recommendation is to add graphs as a report on Xero. Clients can see their turnover an example over a few months which can be sent to them direct from Xero !

    15 votes

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    Is there a specific report or reports you'd like to do this with, Suveera. 

    Xero analytics is one way of getting more of a visual view of an organisations performance, or alternatively you'll find there are a couple of reports like the Income and Expense by Contact reports that enable you to show a chart of your top 10 customers or suppliers. 

  3. After reporting a bug (can no longer preview contact files) I was given the following response :

    "As you’ve found, right now it’s not possible to preview contact files anymore. You can however, download it and view it instead.
    I’ve included a link to Xero Product Ideas where you can view and support current ideas or create a new one to share your thoughts."

    When something breaks you fix it. You DO NOT pretend that fixing it is a "New Feature" - that then needs requested and voted on.

    4 votes

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  4. It should be possible to suspend users without deleting them. This should cut off all accesses but should preserve the account /username itself. This is a basic functionality of user access control which is surprisingly absent from Xero. This preserves the user ID incase someone suddenly leaves the company or is suspended from duties for whichever reason.

    26 votes

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  5. I would like to have my contractor be able to submit timesheets via XeroMe and have the timesheets linked to a "Withholding Income" pay item.

    It currently looks like timesheets require a Regular Earnings pay item to be selected before they can be submitted and then approved

    3 votes

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    0 comments  ·  Payroll  ·  Admin →
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  6. Our administrator generates our invoices and has Invoice Only Access, we need her to be able to change whether an invoice is paid by GoCardless or not, one of our company owners has to do this at the moment which is an inconvenience, please change so users with Invoice Only Access have the ability to change online payments.

    2 votes

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  7. I have a client who is VERY mobile active. I noticed on the bank reconciliation page that notes are multiple taps away. On a transaction, three dots, then view note, and then one more click to go back. It was be fantastic if the default on the bank reconciliation page on mobile was to show notes first, like the discuss tab is defaulted to show first on the web application. Then I could instruct my client to view the bank reconciliation on their mobile to see what information I am requesting.

    2 votes

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  8. It would be great to see a feature that was specific to VAT groups so it's an easy experience (rather than importing and exporting figures)

    47 votes

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  9. Employers are only required to pay superannuation guarantee up to a quarterly threshold (maximum contribution base). At the moment Xero doesn’t cap the super at this level, and will allow super above the cap to be booked. (In fact, to limit the super at the cap requires a work-around adding 2 lines, one with 0% super and another with the fixed amount up to the cap.). Employers can easily overpay their employees’ super. This functionality needs to be built into Xero.

    89 votes

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    37 comments  ·  Payroll  ·  Admin →
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    Hi everyone, thank you for your feedback and I do want to apologise for any confusion my update's caused. You're correct in that the responsibility outlined in my response is relevant to the concessional contribution cap. Seeing your responses today, we now appreciate that the idea here is specifically around the maximum contribution base.

    I want to assure you this is something our product teams are paying close attention to and though we don't have any immediate plans we can share, we will consider this request as we continue to plan our roadmap - We encourage you to share any further details on your experiences related to managing the maximum contribution base as these will be helpful to the product team as they assess this feature.

  10. The new reports are significantly slower than the old reports. I was wondering if this has been experienced/ shared by other users? And if Xero were working on improving this?

    Appears Xero has gone backwards in terms of efficiency...

    5 votes

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  11. I have a number of clients that have employees that are paid a daily rate rather than an hourly rate. We currently can't use Xero payroll for them as the payroll needs to use hours rather than days to pay. It would be great to use Xero if there was an option to pay a daily rate rather than an hourly rate.

    2 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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  12. 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…

    9 votes

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  13. Can the new bank summary report have the option of adding in the imported statement balance for each bank account. This would provide a quick way of checking which accounts need more work rather than having to check each reconciliation report for each bank account when there are multiple bank accounts (I have 10+ and it is arduous having to run each reconciliation report just to check the balance)

    7 votes

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    Hi everyone, while not a direct solve for the idea here we wanted to share a recent release that improves customers ability to confirm their bank balances using the new Bank Reconciliation Summary report.

    With the new report you'll now find you can enter a Bank statement ending balance. This means where an imported statement balance has not imported, or doesn't match your actual bank statement balance you can now enter an amount and update the report. Xero will then calculate the balance out by based on the amount you've entered in this field.

    Currently this is still on a bank by bank run report, you can switch between banks you have in your organisation from the Bank account field.

    If there are any plans to develop a view across all banks at once we'll let you know here.

  14. On the Receivables and Payables Detail report, include a flag that shows when a planned payment date has been manually identified (as opposed to the credit terms due date). Will simplify cashflow forecasting

    6 votes

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  15. I want to be able to archive or delete old, previously processed timesheets. In the timesheets section, processed timesheets from 2018 continually rise to the top and it is annoying and time consuming to always change the sorting order to find the most recent, or filter via a start date. This is all annoying. I want to remove old or previously processed timesheets from this list, or at the very least, have recent timesheets/those waiting to be processed automatically listed at the top.

    10 votes

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     ·  4 comments  ·  Payroll  ·  Admin →
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  16. "As an employee submitting my expenses I don't want to be left out of pocket because Xero Expenses doesn't allow me to set the exchange rate I was charged by my bank."

    Xero Expenses uses XE.com exchange rates for foreign currency exchange rates and it's not possible to override/change this.

    It should be possible for the employee, or approver, to manually set the foreign and domestic currency amounts, or set the exchange rate itself.

    34 votes

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  17. Although you can save a custom Account Transactions report as the new default report, Xero still displays the original default Account Transactions columns if you drill down to account activity from Balance Sheet or Income Statement.
    This currently requires re-adjusting the column settings every time.

    66 votes

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    Appreciate the detail, and thanks for raising this here in the forums. 

    While this isn't something we have direct plans for atm, we're keeping an active eye on the idea here and will share if there's any change. 

  18. Description Field with the bank narration

    This happened as a couple of newer client and new to xero in the contact field wrote something incredibly different to the bank narration which makes it very difficult to review the general ledger information.

    For example in the General Account the transactions descriptions are all listed as "John Smith" when if the bank narration option was available I could see it is Officeworks, KFC, etc and this would make it easier to realise these are miscoded and reallocate.

    33 votes

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  19. Allow a bank file that is supported by Coutts to allow batch payments to be made.

    8 votes

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  20. Please please can you sort your system so that when we are bulk importing our annual jobs that it is possible to import the budget also - I have asked for this for many years but to date nothing has changed. I hope that now that you have finally updated the system, after several years of empty promises, perhaps this is now a possiblity. It is far too time consuming to enter the budget manually with over 1000 jobs and would speed up our invoicing if the budget field was imported instead of having to look elsewhere for the fee.…

    17 votes

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