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  1. It would be really helpful to be able to group bank accounts in a similar way to grouping Contacts. We have multiple currency accounts and base currency accounts as well as credit cards and to be able to group them in different ways would make checking them much easier. Eg group into GBP Current Accounts, Currency Accounts, Cash Currency Accounts, All Cards etc

    2 votes

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  2. Invoice in Projects - ability to combine time entries of employees to show total hours per employee

    At the moment when you create an invoice in Projects, all the individual time entries are shown which can be 2-3 pages long. It would be great to have an option to combine all time entries per employee over a selected period so that the invoice doesn't have to be 2-3 pages long showing time entries done by each employee when all we need is one line item per each employee.

    1 vote

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    Does this need to be on an employee basis, Jay? 

    At present, you can either create an invoice based on the Task or based on Time entries. 

    To confirm at present you can summarise the time entries by selecting to invoice as a Task - but appreciate this doesn't allow the individual lines for a employee breakdown 

  3. Split out the 'other previous earnings' section in the YTD section of an employees payslip between commission, annual leave etc

    11 votes

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     ·  3 comments  ·  Payroll  ·  Admin →
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  4. Our new system separately invoices every job we complete. This gets loaded into xero invoices, ATM you can copy these individual jobs and they can be put on to one invoice, great.

    However Xero wont let you add more jobs to this invoice by the same copy facility.
    It only gives you the option of a customer name not an invoice number.
    I would like to be able to add jobs daily to this invoice and send my customer one invoice at the end of the week/month.

    7 votes

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  5. There needs to be an automatic email notification sent to users when a financial setting is changed. Our gst number was changed and we had no idea until we manually spotted the change.

    1 vote

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  6. It would be useful to see the Date and Contact Name associated with each invoice and expense that is shown in Projects, rather than clicking to view each one each time.

    This is particularly important now that we have realised that those with Projects access but not Standard User access to Xero cannot view the invoices or expenses to see that detail.

    2 votes

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  7. In Xero we have the ability not to show the personal leave balance on payslips. But this is made redundant where the employee can apply for leave on the Xero Me app and see their personal leave balance there instead.

    For consistency, there should be an option to not show the available personal leave balances when employees are applying for leave - either on the Xero Me app or if on the web browser.

    8 votes

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     ·  3 comments  ·  Payroll  ·  Admin →
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  8. Ability to change the standard Xero password when emailing payslips.

    Purpose - if emails were hacked, the current standard password (initials & birthdate) set by Xero is easily guessed. It should be possible within Xero to change this standard password.

    20 votes

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     ·  5 comments  ·  Payroll  ·  Admin →
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  9. Create ABA file for non bank account, eg Credit Cards.
    With an increate of payment options and portals offering payments through credit card, it could be reasonable to have an aba file created for other form of payment. Thanks

    4 votes

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  10. In projects it would be most useful we there were more user permission options. A check box of permissions you could give all staff
    1- only have staff see the projects they are assigned to - To give staff privacy on work hours and expenses.
    2- give all staff regardless of their permission access to expenses
    3- give or withhold what financial information they can and can not see
    4- give or limit the options for invoices/quotes

    Blanket permissions don't work.

    25 votes

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  11. See card number when reconciling

    There is no longer a card number on the bank statement line when reconciling.

    This was really useful as we have multiple business cards connected to the same account and we need to know which employee made the transaction (which we identified through the credit card number)

    1 vote

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  12. Would like to have the ability to customize the header for a paid invoice to be TAX INOVICE while the unpaid invoices are just called Invoice. Currently the templates allow for a custom title for the over due invoices, approved invoices but not paid invoices.

    1 vote

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  13. If employees are putting their expenses onto Xero Projects then you should be able to pull a report and pay their expenses from it. Otherwise they are going to have to duplicate work by putting it on Projects and then submitting an expense claim.

    4 votes

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    Maybe a case of understanding your workflows here a bit better, Rachel. Currently when entering an expense through Xero Expenses you can assign to Projects so these'll attach and show against your Projects in Xero - Would be great to get more details if there's something in here which requires duplication. 

  14. 10 votes

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     ·  6 comments  ·  Payroll  ·  Admin →
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  15. I would like the Square terminal (The portable device) to link payments to Xero invoices and automatically log them as paid as in the square link that goes out with email invoices

    5 votes

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  16. Be able to run depreciation from 6th to 5th of a month for businesses that have a financial year end of 5 April.
    Whilst you can do this for a 1st year of trading, we have found that you are unable to run it for any year after and after checking with xero, you are unable to run depreciation if the fixed asset start date is not the 1st of the month.

    14 votes

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  17. Line items on a remittance. When making a batch payment the remittance should show a breakdown on the invoices paid with refernces, not just the total amount paid.

    23 votes

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  18. Have an "Ask" type of function within the business subscription to securely collect new Customer and new Supplier information when creating a new Contact. Particularly keen to be able to collect Bank Account details securely without needing to risk email communication of same. This feature would also ensure better accuracy of contact details and spelling of names.

    3 votes

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  19. Add the ability to extract data from scanned receipts in the Xero Expense web app.

    At the moment, both the mobile app and HubDoc can automatically scan receipts and extract data (date, amount, payee, etc). This doesn't work in the web app and Hubdoc cannot send documents to the Expense app.

    We use a document scanner to scan multiple reciepts at a time and then batch upload to our expense keeping app (Zoho Expense). Drag and drop multiple receipts into Zoho Expense and the software will automatically extract the data from multiple reciepts at a time. This is more user…

    9 votes

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  20. It would be a massive help if you could click on the figures on the CIS suffered report to see which customer invoices make up the report figures. Clients often ask me which invoices are included and I have to manually work out where the figures come from

    10 votes

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    Hi all, wanted to share a workaround here for those who aren't already aware.

    You can run the Account Transactions report on a cash basis and if you filter it by the CIS Labour Income or CIS Asset account, you can see the invoices which have been included in the CIS Suffered report.

    We don’t have any plans in the near term to expand functionality on the CIS Suffered report. If anything changes in this space, we’ll update you on this idea!

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