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  1. I need CN and (over)payment allocation lines in Account Transactions to be supplemented by invoice number as unique document number. Currently, there is a link through Reference, but Reference might not be unique entry, and so tracking credit note allocation is not impossible. Thanks.

    4 votes

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  2. When amending the email which is sent when sending an invoice, I sometimes accidentally touch the screen, causing the screen to swipe down, losing the message. If you swipe down on the email, could this not be saved as a draft with the draft invoice, so I don’t have to start again?

    2 votes

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  3. Be able to setup the ATO integrated Client Account as a Bank Account and receive a direct feed fro the ATO (or relevant Tax Authority) for transactions including Penalties and General Interest Charges.

    5 votes

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  4. Hi there! Really loving the "sticky headers" in the new reporting - just so much easier to use and navigate. I wondered whether it would also be beneficial to implement something similar on the other Xero functions. Namely for employee details. Often, I would find that I would click a tab, scroll down and not find the information I was looking for (because it was actually in another tab facepalm), then I would have to scroll back up to the top of the page to select the right tab. If those tabs were "stuck" on the page, then it…

    2 votes

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  5. When reconciling bank transactions,
    It would be great if payroll transactions offered an automatic reconciliation in the same way that a batch payment of bills gives an auto option.

    11 votes

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    7 comments  ·  Payroll  ·  Admin →
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  6. It would be great if in Blue Xero in the Contacts list the "Mobile number" can be displayed when there is no actual phone number, currently you need to open the contact to see the Mobile Number. a bit frustrating.

    8 votes

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    We've just released a recent improvement to searching contacts where you can now search a contact by any phone, direct dial, mobile or fax number saved in their contact record.

    While you won't be able to see a contacts mobile number from the screen, you'll be able to search for a contact by a mobile number that's been saved for them.

    We don't have further change planned to add more detail to this screen atm but we'll continue to track the support of the idea here.

  7. Please can we have the functionality to add more than one gocardless account to one organisation? We have a client account where funds are directed to a trust account under one account and then our normal gocardless account and would be great to be able to include both sets of transactions (at the moment we have one linked and the other is updated manually at the end of the month.)

    3 votes

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  8. When entering a Spend Money Transaction show the Bank Balance

    1 vote

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  9. P11 PAYE & P11 NIC annual reports, need to have an option to export as Excel, instead of auto downloading as a webpage.
    My auditor requested these in Excel format and there was not an option for this, it would make it much easier if these type of reports could have download options, so you could export to excel.
    This will also allow usage for tracking and internal auditing.
    Yes, you could copy all and paste into excel, but this isn't always reliable as sometimes it will paste it all in to one cell, (which is a pain to fix)…

    2 votes

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    0 comments  ·  Payroll  ·  Admin →
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    Hey Sam, thanks for sharing this idea.

    As you’ve found, it’s not possible to export the P11 reports in excel format. Totally understand that copying and pasting details from the .html file is a time-consuming process!

    Just curious if there’s specific information required in the P11 reports that’s unavailable in our other reports?

    You can find much of the same information in the ‘Gross to Net’ and ‘Payroll Activity Detail / Summary’ reports, and they do support saving as an excel file.

    Let me know if that solves this one for you, and we’ll switch this one to delivered 😊

  10. I would like to be able to run a report on expense claims which shows who has approved them at a glance, like a payable invoice report . At the moment, you have to open each and every claim to see who has approved it.

    Thanks,
    Sarah

    7 votes

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  11. We allocated a number for each employee and would like to display it in the pay slip. It would be great if xero can allocate a space similar to the existing employee tax number.

    4 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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  12. Batch change exchange rate
    Currently, once a receipt has been entered the only way to change the exchange rate is to go into each individual transaction and edit transaction->change the exchange rate. I have a situation where i have hundreds of transactions that have been allocated the XE.com rate, but i would like those transaction to have the user defined rate. Also in receipts entered using the iOS app will use the XE.com rate even if there is a user defined rate set in settings.
    I would like a feature like "find and recode" so i can filter for all…

    9 votes

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  13. When purchasing a subscription, there should be a 24 hour cancellation period. On many occasions I have purchased subscriptions that were not correct or not necessary. I upgraded a few of my clients to the Early Plan from the Partner Plan as we needed Hubdoc. Then we found out that Cash Coding was not included and was not stated in the plan description. At that point, I was stuck waiting for 30 days before I could correct it.

    3 votes

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  14. Including additional earnings rates in the annual salary display. At the moment it only includes ordinary hours and has confused some of our emplyees.

    15 votes

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     ·  10 comments  ·  Payroll  ·  Admin →
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  15. It would be helpful to have a "Skip" timesheet option for part-time staff to indicate that it's a non-work day (rather than assuming they've just forgotten to complete their timesheet). E.g. a checkbox above each day on the weekly timesheet that if checked would grey-out the relevant day. Rough example attached.

    1 vote

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     ·  0 comments  ·  Payroll  ·  Admin →
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  16. A drop-down list when adding a Task under a project for an Estimated expense or an Expense. We only see a list when we type something. What if we want to see the items in alphabettical order starting with the 1st item?

    7 votes

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  17. My client uses personal funds for large part of expenses. I have to enter them manually (using Spend Money) and after each entry the screen defaults back to today's date.
    Would be useful if Xero defaults to the last entered transaction date, when using Spend Money, instead to today's date.

    4 votes

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  18. When allocating a credit note to a customer invoice we need to be able to report on this event and no date is stored at the point of allocation.

    In the current system you can see credit notes allocated against invoices only when in the documents as a credit note displays similarly to a bank payment. You can to an extent identify credit notes allocated against invoices by running reports against the Accounts Receivable ledger, filtered by source 'credit note allocation' but you cannot filter this in any way to see recent events. The date of the allocation is deemed…

    6 votes

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  19. Fixed Assets - ability to have a negative fixed asset for when an asset has devalued and the revaluation is therefore negative.

    15 votes

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  20. Have the option to change the Avatar/ coloured circle with initial in email inbox, to a business logo when emails are sent from Xero on behalf of the business. I.e when sending out invoices and quotes through the Xero app.

    1 vote

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