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  1. We use tracking categories of building jobs. It would be great to archive the tracking category once the job it complete. Allowing a P&L by tracking category report to only show active jobs.

    70 votes

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  2. We have many suppliers that reject invoices if we send them direct from Xero. Hence we have to download a PDF copy and email it manually from our finance inbox. This process now takes 5 clicks as opposed to one click in classic invoicing. The new process is to click "Approve & Email", but then to exit this screen. Then move across the screen to the left top corner and check the box to mark it as "sent", then move all the way back to the right and click "Print PDF" and then wait for it to open in a…

    8 votes

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  3. When making a bill payment using open banking direct transfer from bank account, it would be nice to be able to schedule the payment - currently there is no ability to do that.

    11 votes

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  4. In new invoicing, please revert the ability to edit the postal address 'attention' box, back to the same as classic invoicing. Property managers want the owner's name included in the invoice address, so for each invoice I produce, I need to change the person's name in the 'attention' box. Previously this could be done by clicking on 'edit address' within the invoice, but in new invoicing, I need to edit the address by going into 'contacts', 'edit ', 'addresses', 'edit address', 'update address', 'save'. Once this is done, the ability to email the new invoice disappears, and I have to…

    8 votes

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  5. Have the option to add individual contact numbers as well s emails for each additional contact from separate departments

    66 votes

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    Hi community, we'd like to confirm that enabling phone numbers to be stored against additional people within a contact record is not something we have plans to develop at this time. This may be a function we look to explore in the long-term so we're still interested to get a clearer understanding of users that'd like to see this developed, and will continue to track this through the conversation here. If there's any change we will let you know on on this idea.

  6. Link to Invoices on Custom Statements

    Xero recently added a link to Invoices on the Standard Statement. Thank you! However, this is only helpful if you're using the Standard statement. We would like to be able to add the Invoice link on Custom statements as well.

    14 votes

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  7. Chantelle de Vormer
    xero to xero Invoicing
    Yesterday 12:03 PM
    Specialist has replied
    CX0014716843
    Oaktree Transport CC

    We use the Classic Invoicing version on Xero to send Invoices to our inter-companies and clients who are also registered with Xero.

    On 02 Sept 2024 this version will retire and only New Invoicing will be available.
    We are not able to select "send via Xero Network" from the New Invoicing option (using our Xero Network Key).

    Are the technical teams still working on this to have the option available or will this option fall away?

    Thank you
    Chantelle

    Michael
    Support specialist
    Yesterday…

    6 votes

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  8. We would like the ability to reconcile transactions against a statement in addition to just reconciling from the bank feeds.

    There have been so many issues with bank feeds, that often we find the statement balance does not match Xero. The issue with running the reconciliation report is that some banks will have some transactions from the closing date in the current statement and some of them on the next statement. The only way for us to break it out and match the balance is to export transactions to a spreadsheet and then change the date of those transactions in…

    64 votes

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    Thanks for these use cases it definitely helps when sharing back the needs of the idea here with our teams internally. Being upfront there are no plans at present for developing the ability to auto import a copy of the bank statement when importing feeds, or means to separately reconcile against statements versus what's been imported to your b bank account in Xero. 

    We'll continue to review and let you know if there are any plans of change to share with everyone here. 

  9. Payroll>Employees>Leave currently has leave balances in days and dollar values, this makes it difficult to determine what the amount should be either way.
    As the dollar amount may change due to pay rises or an average applied as per statutory legislation, it would be better if all fields were hours based values. This would make it consistent and easier as a consumer to use.
    As a user, I should not have to be trying to calculate what the values should be and if something doesn't appear to be right, I should not need to contact Xero to find out how…

    44 votes

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    1 comment  ·  Payroll  ·  Admin →
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    Hi everyone, we've added you to this idea that we split away from the original one you voted for (AU & UK Payroll - Show leave balances on payslip in days and hours) as we have an exciting update applicable to NZ Payroll only.

    Our product team has started some work around enabling Xero customers the ability to show Annual Leave in Weeks and FBAPS in Days👩‍💻. While in early stages at present we'll keep you updated on progress for this here!

  10. Xero - in employee section and only those with payroll admin rights can upload notes/documents such as medical certificates/TFN forms/super choice forms etc in the notes section to be able to track this better and with relevant payruns as well

    650 votes

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    109 comments  ·  Payroll  ·  Admin →
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    Hi everyone, we thoroughly appreciate all the interest and detail of where and why you'd like to attach files to employees in payroll.

    As many will be aware, the team have been making a lot of changes across Payroll to accompany local regulation & compliance such as STP phase2.

    With much of this work still on-going, we want to be open that there are no plans at present for this development. It is top of mind for the team, and will be reconsidered when resource becomes more available however we wanted to share and set expectation for the near term with you all, here.

  11. I would appreciate the Search engine to be reverted back to how it was. The new "upgraded" search is close to useless. When I search for clients, I expect all relevant clients to come up. I don't want to type in the whole client name, just to get their details to show up. Previously I could type in a few letters and the search would come up with an amazing list of relevance....
    1. Contact listed first
    2. Invoices listed next
    3. Bills listed thereafter
    4. then lastly bank transactions

    These searches used to come up with appropriate information and…

    4 votes

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  12. If this has already been suggested I would like to add in the payroll items an Employer Expense (not a deduction or reimbursement), similar to the way Superannuation is treated, with an expense and liability account. This would account for the BERT & BEWT that is required in the building industry.

    32 votes

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     ·  10 comments  ·  Payroll  ·  Admin →
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  13. As the old 'GoCardless for Xero' integration is no longer being developed.

    And the new 'GCiX' GoCardless as a payment service integration is even less functional.

    Stripe, Paypal, Tyro and eWay all have bank feeds.

    We need a functional bank feed for GoCardless.

    10 votes

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  14. There needs to be a feature to turn off automatic notifications when an employee changes their bank account,
    Every time this changes in our system our Accountant gets an email.
    Apparently there is currently no way to turn this feature off.
    A bit irritating for him to say the least...

    10 votes

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     ·  3 comments  ·  Payroll  ·  Admin →
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  15. The ability to 'lock in' previous periods pay rates in Projects. Currently, when uploading any pay rate changes per member of staff, this cascades back to all hours worked on projects which skews figures.

    13 votes

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  16. We cannot see/create leave liability in our reports and/or our balance sheet.
    I wonder how a true business value is going to be shown on balance sheet without this liability.

    To be frank and honest, it is not an idea, but quite basic necessity.

    40 votes

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     ·  7 comments  ·  Payroll  ·  Admin →
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  17. At the moment, you need to raise a credit note to write off a bad debt, which then records the invoice as "paid" which is extremely irksome, and factually incorrect. There needs to be an actual "write off" option so that the debts don't show up constantly in your reports and you can claim a tax deduction for them, but they don't get recorded as paid.

    580 votes

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    Hi community, we appreciate this idea has collected a fair amount of votes and commentary. This has all been feedback and taken seriously by our product teams.

    Currently, there are ways to record a bad debt in Xero, depending on your tax registration status and how you want the transactions to be recorded in your reports - We have help for this on Xero Central you can draw into.

    We don’t have any plans in the near term to expand functionality to develop a button to write off invoices or bills as 'bad debt'. If anything changes in this space, we’ll update you on this idea!

  18. Ability to cc and bcc when sending emails from xero.

    This would be very useful as we have many clients that like to have various other people copied in.

    9 votes

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  19. The new Bill view has lost the ability to highlight a certain bill when you tick the box next to it. In the old version if you ticked the box that bill would remain highlighted in grey so it was easy visually to know which bill you're currently working on. This has stopped since the new Bills view has come in. Any chance to can add it back? In the attached screen shot you can see a bill has been ticked but it remains white like all the others in the list.

    36 votes

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    Hi everyone, we're pleased to share that this idea has now moved into development with the team. Once available when you select bills you'll be able to see these selected rows in highlight. I'll return to update when it's released 😊

  20. Awaiting payment - max 200 bills.
    I have a supplier who I pay monthly and there are always over 200 bills. I want to make one batch payment for the whole amount, but currently I have to do it on two - the first 200 bills, and then the remaining. Please can this 200 limit be increased?

    22 votes

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