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Bank Reconciliation - Save for later option
SAVE FOR LATER section within the Reconcilation page
We should be able to add a transaction to the top of the list to a section that doesnt scroll, another tab or click a button to change its colour to signify it is now in a special section for 'saving for later'.
Sometimes a transaction needs looking into further and when doing recon you might end up with half a dozen of these, it would be really handy to be able to group them at the top of page or turn them a different colour so that when continuing on they are out of the way and you know you can ignore them for a little while, instead of scrolling through all of the transactions to get to the next transaction that you CAN actually complete.
If you were to put these in a tab of their own, reminders would need to be present on the currently viewed page to let us know that recon cant be completed until those grouped 'saved for later' transactions are completed (would just need to be a brightly coloured button somewhere on the screen that can be clicked on to take us to the saved for later transactions.
But I think the ability to just change the colour of 'save for later' transactions would be simplist.SAVE FOR LATER section within the Reconcilation page
We should be able to add a transaction to the top of the list to a section that doesnt scroll, another tab or click a button to change its colour to signify it is now in a special section for 'saving for later'.
Sometimes a transaction needs looking into further and when doing recon you might end up with half a dozen of these, it would be really handy to be able to group them at the top of page or turn them a different colour so that when continuing on they…2 votes -
AU Payroll - Include PAYG payment in Payroll batch files
I look after a business that has been advised by the ATO that their PAYG has cycle has changed & they must remit the PAYG tax to ATO within 7 days of each payrun. This means we currently have to make a manual payment for PAYG to the ATO each week, more if there there happens to be an extra pay run for some reason. Payroll software we use for other clients in the same sitiatuon has the functionality to include the PAYG payment with the ABA file for the payrun, which means everyting is automated. It would be great it Zero could look at this automation as well as I'm sure in time everyone will have to do this.
I look after a business that has been advised by the ATO that their PAYG has cycle has changed & they must remit the PAYG tax to ATO within 7 days of each payrun. This means we currently have to make a manual payment for PAYG to the ATO each week, more if there there happens to be an extra pay run for some reason. Payroll software we use for other clients in the same sitiatuon has the functionality to include the PAYG payment with the ABA file for the payrun, which…
8 votes -
Invoices - Keep Invoices search bar permanently open
Dear Sir/madam,
Is ther a way to have a search bar permanetly open. It disappers every time a change between invoce tabs.
Perhaps it can be one search bar on top of the tabs with a choice of permanently open or closed with option to search invoice status as per tabs.It seems more convenient than clicking search buttom prior search all the time you switch the invoice tabs.
Best regards,
Taisiya7 votes -
AU Payroll - Set organisation defaults for 'hours a full-time employee works in a Weekly pay period'
Many of my clients prefer a 37.5 hour work week (7.5 hours a day) to a 38 hour work week (7.6 hours a day).
I am able to set the leave accruals to a 7.5 hour day but the standard work week in "'Assign default leave types" is always 38 hpw and I have to manually change it to 37.5 to match the leave accrual.
I can remember to do this but many of my clients do their own employee set-up and will not remember to change that 38 hour work week to 37.5 each time they set up a new employee.
Please allow me a company-wide work week setting so I can set a default work week of 37.5 and my clients don't have to remember.
Thanks
KarlaMany of my clients prefer a 37.5 hour work week (7.5 hours a day) to a 38 hour work week (7.6 hours a day).
I am able to set the leave accruals to a 7.5 hour day but the standard work week in "'Assign default leave types" is always 38 hpw and I have to manually change it to 37.5 to match the leave accrual.
I can remember to do this but many of my clients do their own employee set-up and will not remember to change that 38 hour work week to 37.5 each time they set…9 votes -
Any search function in Xero to ignore additional space characters
For example, the search box does not find results if there is a space at the end of the search term. More often than not, if you are copying and pasting a piece of text with the search term, the device will add a space at the end and most non-technical users will not realise that the cause of no results from the query is due to a space they cannot see. e.g for invoices and products and services
6 votes -
Projects: Default markup in projects
There is currently no way of putting a default mark-up on supplier invoices that are being assigned to projects. Many of my clients have a set mark-up on all invoices, so the means that they are frequently entering the same information. This would be handy to have a default setting (with the options of it being overriden if needed) to stop having to do the same thing over an over.
6 votes -
UK Payroll - Better connection between Xero and NEST
Xero and NEST do not always link.
For example a client of mine has a pay date 15th September (pay period 15/08/23-14/08/23). This gets sent to NEST from Xero using a pay reference period 15/09/23-14/10/23. This results in the submission showing in the period following the current period on NEST.
I have spoken to NEST and they advised that Xero is incorrect and need to change the pay reference period to match the pay period so the file is submitted to the correct period within NEST.
Please can this issue be rectified to avoid manual submissions having to be made.
Xero and NEST do not always link.
For example a client of mine has a pay date 15th September (pay period 15/08/23-14/08/23). This gets sent to NEST from Xero using a pay reference period 15/09/23-14/10/23. This results in the submission showing in the period following the current period on NEST.
I have spoken to NEST and they advised that Xero is incorrect and need to change the pay reference period to match the pay period so the file is submitted to the correct period within NEST.
Please can this issue be rectified to avoid manual submissions having to be…
5 votes -
NZ Payroll - Automatically upload recurring jobs
It would be very helpful if we could bulk upload recurring jobs!
We are having to manually add recurring jobs for Annual Returns and this can be time consuming6 votes -
UK Payroll - Ability to process prior year employment allowance claims through Xero payroll
At the moment this isn't an available feature, and HMRCs basic PAYE tools need to be used. It would be good to see this as an option in Xero.
120 votesHi team, we have an exciting opportunity for a few customers to come meet some of our Xero team who are working hard to improve payroll for you
You'd get a chance to tell us your honest experience with using Xero for payroll, as well as get a tour of the Xero London office!
If this sounds like something you'd be interested in and are available on Monday Sept 30, 1:45 - 3:15pm and could come into our Xero London office, share your details in our form here.
We have a limited number of spots, so sign up as soon as you can.
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Reporting - COInvest report that captures all info required.
Report that brings together all Subcontractors for end of year TPR
10 votes -
Inventory - Option to automatically update Purchase Price from bills
Ability to have an option to automatically update purchase price on the item when users buy the same new items.
Purpose: To save time from having to manually update each item price when there’s a different price on the same new items.
165 votesThanks for your comments and emphasis on the bills side of things for the idea here. I've made sure this is shared with our team in this space.
Bills is an area we're continuing to develop with building on beautiful and I'll be sure to let you know here if there's any consideration made to change behaviour of this through the bills add and edit flow.
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Quotes - Ability to request signature
Instead of having the client simply click on "Accept" quote, they should be prompted to actually digitally sign the quote. If there is for example two people as the contact, then both of these owners need to sign the quote for it to be accepted.
21 votesThanks for the idea, Pilar. It'll be good to get sense of the appetite for this here.
While this isn't something we have planned at present, perhaps you could make use of an advanced branding template and specifying the need for a signature via the Quotes terms and conditions?
We have a discussion around customising with docx. templates where others in community often help one another - you're welcome to join
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New invoicing - Ability to add Account Code within the invoice
It would be helpful and efficient to be able to make or add an account code straight from the "account code" dropdown in the bill/invoice/journal without needing to go to chart of accounts to make a new one. Currently, users still need to go to the chart and then go back to the bill/invoice/journal but since this refreshes the page, it erases all the data already filled up in the invoice.
21 votesHi team, as mentioned in our last update here our team were looking into improvements.
You may have already noticed but we made a change since this was initially raised so when you select '+ Create new account' at the top of the dropdown list in the Account field, the Chart of Accounts screen will open in a new tab. Fro here you can create the account, and when you return to the invoice, the new account is instantly available for selection.
We are still considering future improvements of enabling account creation directly within new invoicing, so I'll update if there's any news of this to share, here.
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NZ Payroll - Show the "Timesheets to Approve" section in Payroll Overview (NZ)
Show the "Timesheets to Approve" section in Payroll Overview (NZ).
We already have this in Xero AU.6 votes -
Contacts - Option to exclude contacts from marketing notification
it would be great if there was a tick box for being to select if a contact wants to be excluded from marketing contact. if there was a tick box, it would be handy to be able to generate a report showing those who you can contact and those who have opted out, and being able to export that data to excel. i know xero is a finance platform rather then a direct crm however it just seems that for small businesses especially this would be a great tool and as xero does generate reports and exports to excel anyway i feel this would be good way of tracking this detail.
it would be great if there was a tick box for being to select if a contact wants to be excluded from marketing contact. if there was a tick box, it would be handy to be able to generate a report showing those who you can contact and those who have opted out, and being able to export that data to excel. i know xero is a finance platform rather then a direct crm however it just seems that for small businesses especially this would be a great tool and as xero does generate reports and exports to excel…
5 votes -
Contacts - Generate Statements with different currencies
Right now it's not possible to run the statements for a contact having different currencies. The statements will show the outstanding amount owed according to the default financial setting currency of the contact. It would be nice if we invoice a customer in different currencies to be able to produce one statement showing the balance even if it convert the other currencies to the default currency. Or produce different statements selecting the different currencies each time without having to go change the default currency in the contact each time.
3 votes -
Contacts - Add notes/categories to contact email addresses
It would be really helpful to be able to add a note/comment next to contact email addresses. Such as "Use if sending a remittance", "Only use for purchase orders" or "Business owner - only email if urgent". These comments could sit under or beside the email address in the contact's edit section so that it doesn't crowd the side bar of information. That way we don't annoy the customer by sending some emails to the wrong account and we also don't need to keep sticky notes for such specific customer details for each of our many clients.
7 votes -
Bills - Automatically calculate Unit Price from a Quantity and Line Total
I have a bill to enter from a supplier with around 40 line items.
The supplier does not list unit prices on their invoice, so i do not have accurate unit prices to enter for each line item to match the line item total.
This means i have to calculate and enter each line item unit price individually in order to match each line item total.
If i could enter the line item total and qty, with xero automatically calculate/enter the unit price, this will make entry of these bills significantly quicker.4 votes -
MFA | Add support for Yubikey
Please can you add support for Yubikeys, the development webpage is here:
61 votesThanks for sharing with us here, everyone. We appreciate why you'd like simpler methods to improve efficiency when logging in to use Xero.
Our product team have started some work to enable logging into Xero using passkeys. As mentioned in some of your comments, this'll support Yubikeys by default.
For now, we'll move this idea to Under review and I'll come back to keep you updated on the latest news for this feature.
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AU Payroll - Set up birthday and apprenticeship anniversaries reminders in Xero Payroll
It would be very helpful if there were the ability to set up Reminders in Xero Payroll for certain dates such as birthdays and apprenticeship anniversaries so that you would know to change the employee's Pay Rate accordingly.
132 votes
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