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  1. ATO Category pay items of Directors Fees should be able to be the Ordinary Earnings Rate for employees. Currently only the ATO category Ordinary Time Earnings can be the Ordinary Earnings rate for employees.
    Whilst adding a zero Ordinary Earnings Rate solves the problem, it leaves the processing of pays open to input errors unnecessarily

    5 votes

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     ·  4 comments  ·  Payroll  ·  Admin →
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  2. Separating out pre & posttax deductions on PDF payslip. At the minute these are all displayed together.
    Would be better if Pre tax deductions where displayed under gross salary and then taxable pay calculated, before displaying post tax deductions.
    Would be easier for employees to follow.

    4 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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  3. Reporting - to run a report that can show payment information (eg. paid date) and reference/item information.

    A report under cash basis does not show the reference that I put on the invoice reference or the item information chosen in the invoice, it is really hard to search receivable payment based on the information I need (PFA).
    A xero support specialist explained that because there is no reference on the payment, I can only search by Contact name or invoice number. But, when we do reconciliations to match the bank received with the invoice, there is nowhere to add an…

    16 votes

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  4. A button you can click to reverse the order of the columns in Reporting
    Typically the reports show the month in question closest to the account descriptions and then the prior months in columns to the right but we'd like to look at our current year starting with the earliest month in the column next to the account descriptions and the remainder of the year in columns to the right. This is particularly useful when building out projected cashflows.

    10 votes

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    You can re-order the columns of your report with the layout editor, Robbie. 🙂


    Once you've got the report set up as you like you can Save as Custom to easily access the report with this layout. 

    If you're like to make this the default layout there is also an option for this - see our help here & here

  5. An import template for importing bank spend and receive money transactions. Now that Datadear is longer available for Xero clients as an app there is no way to import bank transactions

    18 votes

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  6. In Australia we are required to check an employee's visa status and keep a record of such.

    Additionally we have to report on this every quarter.

    It would be great to add visit status to the employment record

    4 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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  7. Add Puerto Rico to the sales tax lookup under States where your business is registered to collect sales tax

    2 votes

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    Thanks for raising this as an idea on the site, Rhyse. We don't currently have plans for extending auto sales tax to other regions atm but we're keen to stay close to the interest of this here. I'll let you know if there's anything changes for this, here. 

  8. Invoices cannot be sent multiple times by e-invoicing - any invoice that was sent by e-invoicing can only be sent again after that by email. This is fine; that ensures that my customers don't have a billion copies of the same invoice in their drafts.

    However, this is also true of invoices where sending by e-invoicing failed and the customer has not received the invoice at all.

    I would like the ability to send by e-invoice to reset when the original attempt fails, because the only workaround I've found involves deleting and recreating the invoice with a new invoice number…

    4 votes

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  9. In payroll we'd like to be able to see projected annual leave/holiday pay

    5 votes

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     ·  2 comments  ·  Payroll  ·  Admin →
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  10. Please can Xero consider adding a Customer Statement option that shows payments as totals (not splits per invoice allocation) as found on the bank statement.

    Many businesses have customer accounts that are paid towards or caught up regularly in round bulk amounts that do not neatly match individual invoices.
    In these cases customers getting statements showing their payments as splits cannot easily or intuitively see the amounts that they paid on specific dates.

    In dealing with queries ourselves we find that many customers find the Activity Statement format frustrating or confusing, especially when we have to capture part of a…

    7 votes

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    Hi Jessica, it'd take some customisation of the Statement advanced docx. template but it is possible to remove fields from showing that may cause confusion or are unnecessary for your customers. 

    You could look at removing the 'PaidAmount' field if this is not required and just keep the 'Balance' and 'Amount' fields. 

    There's a discussion over in Xero Central where there are others in community who often help with making changes ti advanced templates and maybe of help here. 

  11. It would be beneficial to attach a pdf bank statement to a specific bank account. For example, once month is closed, I'd like to have a bank statement uploaded to a specific bank account instead of being uploaded into Files [so it would be nice to have that option under Reconcile / Import a Statement for each bank account.

    10 votes

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  12. Repeating invoices only currently have the option for weekly or monthly- would be really helpful for an daily option

    12 votes

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  13. It would be great to be able to choose which headings are visible on the default invoices view. There are some customisable reports which allow you to run a report with your preferred view. But for others such as repeating invoices there are no options.

    Our company has different teams, so for these it would be good to customise the column headers, to show the contact groups the client belongs to. This would allow us to forecast what upcoming invoices are due for each team, so that they can allocate resources accordingly.

    Ideally the following would be helpful
    1) the…

    14 votes

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  14. Listing Time Entries in Chronological Order in Invoicing for Projects.

    As raised in support case CX0012531595 - I use projects to create invoices for clients and show time entries for all tasks - the problem is that the draft invoice seems to put all the entries in random order rather than a date order - there is no way to sort by date so that it reads chronologically for the client. Interestingly you can run a report to list entries by date, so that functionality exists in the platform but it needs to be brought into invoicing. I have seen…

    13 votes

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  15. Having recently started using advanced templates for our invoices, I've discovered that credits applied to invoices don't show separately and instead get added with payments, thus showing as net payments. I believe the credits field is only available for use on advanced statement templates so can the credits field be made available for adcvanced invoice templates please?

    That would then give us the ability to display the total amount credited on an invoice and the total paid towards it on separate lines.

    Thanks in advance

    4 votes

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  16. To be able to view at a glance the 'period taken from a customer to pay invoices' from the Due Date to when the funds have reached the supplier's bank account. This is instead of exporting the Xero report in an excel sheet and then adding a formula to calculate the difference between the two dates. Surely with all the information already stored in the Xero account, this option shouldn't be too difficult to add. Thank you.

    6 votes

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  17. It would be very useful to be able to change the names of the General Ledger Account Types. Also Fixed Assets should be changed to Capital Assets because Capital Assets is really the applicable term because not all Fixed Assets fixed. Machinery, equipment, rolling stocks......

    4 votes

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  18. Head ledgers with correct names for UK market. We use Sales Ledger and Purchase Ledger not receivables and payables, also we call it nominal ledger or sometimes general ledger. Why can't you allow us to change the headings or at least set up Xero like Sage does so you can have a more accountancy based set up for advanced users and not the layman even though the content would be the same for both to see

    1 vote

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  19. Currently eInvoicing attaches the user's email address to an eInvoice. So that we can centralise how we track our invoicing, we would like to change this to our generic email address xyz@entity rather than name@entity. It would be great if there was a drop down button added to eInvoicing to make this change.

    3 votes

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  20. It would be great if the Activity Statement Transaction reports included the Sales Invoice number in addition to the Reference field. The old full BAS report used to show the Sales Invoice number as the Reference field on the report.

    We use simPRO for Invoicing and when the data is imported the Job No/Order Number is imported into the Reference field in Xero but we sometimes issue multiple invoices per job so the Invoice number is much more relevant as a reference.

    2 votes

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