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  1. 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

    13 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!

  2. Custom Reports
    The formula feature only appears to work for columns that are located to the left of the formula column.
    Each column has a name, surely the name is the important element and not the position of the column on the report.
    Can the formula feature be amended so that columns from anywhere in the report can be included

    6 votes

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  3. The profit and loss report has an option to put in the budgeted figures when you edit the layout. Can this option also be introduced to the Cash summary report please. Some of my fruit farmers love to see that figures as well compared to the actual figures.

    27 votes

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  4. 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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  5. 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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  6. 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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  7. 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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  8. A common problem importing bank files is the reversal of Debits and Credits. This is especially common with Credit Cards.

    The "fix" that Xero recommend is to modify the file with a spreadsheet editor. This is only possible with CSV files and is error prone.

    A setting to reverse credits and debits when importing bank files would be immensely useful when your credit card provider statement has it's debits and credits reversed.

    Or maybe allow a bank to be treated as a Liability?

    5 votes

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  9. 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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  10. 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.

  11. 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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  12. Add a Colum to aged debtors to view notes added re debt collection

    10 votes

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  13. Attachments in repeating bills are not attached to the actual bills when Xero creates the bill.
    If the repeating bill is deleted, the link of the repeating bills will be broken and we cannot get the attachment in the repeating bill.

    so I suggest
    1. having the attachment in the repeating bill attach to the actual bill when Xero create the bill; or
    2. have an archive function for repeating bills that are expired so that the actual bill can still be have a link to the repeating bill to find the attachment.

    Attachments such as working or scanned bills…

    20 votes

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

    1 vote

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  15. 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 😊

  16. 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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  17. 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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  18. 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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  19. 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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  20. 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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