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  1. To be able to enter and start and finish times on the time sheets on Xero me and login for staff, save miscaluculation on hours.

    69 votes

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     ·  26 comments  ·  Payroll  ·  Admin →
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  2. In the new contact view, everything is spread out, with lots of wasted white space (similar to the bills list without 'compact view' toggled, or the list of repeating bills (which doesn't have the ability to be compact in view). I can deal with the info I need to pick a transaction to open being on complete opposite sides of a widescreen by pulling the contact into a new window and reducing the width of that window until it's readable without excessive twisting of the head (a poor workaround for an ergonomics risk, but it's the only one I could…

    8 votes

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  3. Would like to see Current Account codes rollover each year to an Opening Current Account Balance (same with GST codes, Tax codes, HP's, Bank loans) - like P&L items do to Retained Earnings code. And show the Opening Balance on the Trial Balance.
    Currently Xero Trial Balance shows Current Account codes (& all of the above codes) with accumulated Opening Balance & current year movement.
    However the report formatting in the advisor standard reports appears to be driven off movements in the current year (so we can't journal the closing balances from last year to an opening balance code -…

    9 votes

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  4. General Ledger export from Xero file. Currently when you export the general ledger transactions from Xero and import into MYOB (which we use MYOB AO for our year end Financials) the transactions are the full audit history of the Xero transactions not just what shows in a general ledger report. If transactions have been edited in any way this creates multiple additional entries and reversals to sift through in MYOB. It would be great to have the option to exclude the audit history transactions and just have what shows in the general ledger report.

    4 votes

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  5. As an event company, we often receive bills months after the original project is "complete". I wish I could assign costs to "complete" projects the same way that I can assign invoices to "complete" projects.

    38 votes

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    Hi Leah, when you've closed/completed a project it is still possible to add Bills and new Expense tasks to it. 

    From the bill you'll be able to look up and assign lines of your Bill, or within the project you can simply add an expense. The only transactions you can no longer add once closed are Billable expenses, Spend monies and time entries. 

    Is there a specific reason you need to enter the expense as one of these type of items? 

  6. Suppliers that have a foreign currency default on their account should show the balance owing to them in that currency and not in gbp. This is very confusing for users who are not familiar with xero or experienced in accounts. Another colleague of mine paid the amount owing on their supplier account thinking it was USD as the supplier invoices in USD only and that is their default currency, however it shows as owing in GBP, therefore the incorrect amount was paid to them?

    14 votes

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    Thanks for your feedback, Christine. Appreciate how this could help though I want to be upfront that we don't have plans for changing this atm. 

    It would help in passing on your feedback to the right team to know if there is a specific area in Xero that you'd most commonly view the balance owing to your supplier - e.g would this be within their contact record, or do you run a particular report to view multiple supplier balances at once? 

  7. PAPDIS file download to include total Gross Salary and not just the Salary with the £520 not pensionable deducted and the pension provider we use (Creative) expects this in their upload. EVery month I have to edit Gross Pensionable Pay for all employees to add the £520 on the PAPDIS CSV I download.

    14 votes

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     ·  6 comments  ·  Payroll  ·  Admin →
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  8. We have to disclose certain information when issuing quotes and it would be very helpful if we could choose a template that automatically adds documents to our quotes as instead we have to; create the quote; process it; go back into the quote; attach the files and then send this out to the client. We only have 1 business manager and this is very time consuming for them as their time could be spent elsewhere.

    6 votes

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  9. It would be extremely helpful to have a 'master' input at the top of each column of a quote / invoice / bill etc so that the master input is then auto-populated under that column heading for all line-items of the quote / invoice / bill.

    For instance, my sales code is likely to be the same for each item of a given invoice, and yet I need to input this code as many times as the number of line-items in the invoice - rather than just once. Same for eg tax code and, in my case, I have a…

    24 votes

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  10. Change Expense Claimant in Expense Claims.
    I have a delegate who adds most all of my expenses using XeroMe.

    They are not an employee rather a bookeeper at the accountant. At present using XeroMe all expeneses are created in their name and in Xero, it states them as an Employee and after saving or submitting you cannot change whom it is for.

    In Xero on a laptop, you can change who a claim is for, why is this greyed out in XeroMe?
    It should be the same.

    Also, it would be good to enhance Xero, where you can change the…

    2 votes

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  11. Give the option of adding company sick pay entitlement, which counts towards sick leave, and then when company sick pay is exhausted, revert to SSP.

    8 votes

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     ·  1 comment  ·  Payroll  ·  Admin →
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  12. Hi there, would be awesome to be able to have a column in the detailed general ledger which has the quantities from what you entered in the quantity column when you reconcile the transactions. This is especially important when figured is used with Xero. As it takes a lot of time to go into each transaction and see what the stock quantities are to get the group total.

    51 votes

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  13. Allow XERO to automatically send a receipt to a client when an invoice is paid in part or in full.

    101 votes

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    Thanks for all the feedback and detail on your needs in the idea here. As you'll see from each others comments there are different points at which businesses would want to be automating this process. Not really a one size fits all approach. 

    As noted in recent comments, we recently made a change for new invoicing flow where (like classic) you can now choose to Send receipt from the payment confirmation that's shown once you apply a payment to an invoice. 

    At this time we don't have plans for automating this flow however we're still attuned to the idea here and will be sure to share if there are any plans made toward this in the future. 

  14. Association of International Accountants - AIA should be added into accountants report section of statutory accounts.

    Thanks

    2 votes

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  15. Xero Me - Needs spot in App to input the Earnings Rate and Tracking Category for the employee. Needs a start/stop button for clocking in/out so that when the employee starts the day they simply press start and the app records the time started. When they press stop it records the stop time until the start time is pressed again. This can be used for breaks and for start and finish of the day - these can be edited if someone forgets. Currently you have to type in times and this can only be done at the end of the…

    43 votes

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    16 comments  ·  Payroll  ·  Admin →
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    Hi community, though we appreciate the interest and would like to continue seeking feedback on being ale to clock in and out times on timesheets, to share an update from us here - this isn't something we have planned in the short term.

    Our team will continue to review the ideas on these forums and I'll be sure to let you know if there are any changes for this to share. Thanks

  16. Bank Rules - the ability to attach documentation would be very beneficial.

    20 votes

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  17. Contact Cash Activity Report that shows all contacts and can show both individual transactions or a summary (total).

    It would be more efficient than having to select each contact individually

    2 votes

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  18. Reinstate "Voided" bills and invoices
    We have had an invoice created accidentally with sensitive payroll info, it was then voided without thinking and now that info is permanently in the xero file - we need to at LEAST be able to edit voided invoices (as you can at any other stage - ie maybe a "reinstate" so we can edit to remove this sensitive data, then re-void??!!

    15 votes

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  19. I frequently create draft invoices to keep track of work to be billed. When I send the invoice (at the completion of a production stage for example), XERO keeps the date of the first draft invoice, which can be weeks or even months old. I have a setting of 7 days as due date. Clients then receive an invoice with a long gone due date, which is extremely confusing, if I forget to update the issue date to today. It would make a lot of sense if XERO entered the date of the issue automatically! Apparently there is no default…

    13 votes

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  20. Customer Statements download to Excel

    189 votes

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