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  1. Ability in payroll to reinstate terminated employees past the 30 days Xero currently allows. Many businesses have seasonal workers or students who just work holidays, being able to reinstate the employee with all their information would be much easier than having to add them as a new employee every time they are re-employed. Most other payroll systems allow reinstatement of terminated employees.

    7 votes

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     ·  6 comments  ·  Payroll  ·  Admin →
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  2. We have hourly paid employees who get paid 12 x per year with either a 4 week or 5 week pay period. At present, Xero doesn't give this option to change a pay period within payroll calendars. There are only set pay periods.

    29 votes

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     ·  16 comments  ·  Payroll  ·  Admin →
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  3. Ability to export pay items and update pay rates in a spreadsheet and then re-import when pay rates have been updated. Would save so much time each year when Fair Work increases pay rates.

    44 votes

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     ·  13 comments  ·  Payroll  ·  Admin →
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  4. Bank reconciliation - A report that will show each bank transaction and then which invoice it has been reconciled against, as a way of having a quick way to check something has been reconciled incorrectly. Currently, the only way is to view each transaction through the account transaction report.

    6 votes

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    Good to hear you're aware of how you can run the Account Transactions report to view this information, Catherine - Is there a reason or something missing from this report that would help you when reviewing transactions? 

  5. Currently, when creating an invoice, the payment terms dropdown gives you the following options:
    - Today
    - 7 days
    - 14 days
    - EOM +1
    - EOM +20
    - end of next month
    I would like to customise this list; the Australian government has recently brought in payment standards of 5 days if sent by e-invoice and 20 days if not, for all invoices sent to all non-corporate Commonwealth entities (including Defence) and neither of those are amongst the standard options. This means that I have to manually change the due date based on the contract for every invoice sent,…

    12 votes

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  6. Display employee information such as Employment Basis, Employee Group etc next to the employees name when in a draft payslip.

    2 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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  7. It is far more common place and practical to set a give day of the week to send payment batches. I would assume that most businesses are not firing off payments every day of the week for every individual invoice (ie based on x number of days after invoice/bill date).

    That being said, I also believe it is far less common to be offering or to be offered payment terms of old (ie x days after EOM).

    It is and has been common place in our industry for more than 20 years, that suppliers provide payments terms of x days…

    6 votes

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  8. It would be really helpful if I could see the dollar amount of bills paid in a date range / selection.

    7 votes

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  9. For smaller companies, it would be helpful to have the option to receive a notification by email or text when there are bank transactions to be reconciled.
    In larger companies, it's a daily routine to do the bank rec of course but not so in smaller companies so a notification would be very handy!

    5 votes

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  10. I have clients whose bookkeeper does the payroll and also processes accounts payable/receivable invoices. Currently we can't have submit/draft only invoice access AND payroll access. This means that if they want to do payroll, they also get access to approval of invoices. Can we please create a user role where draft/payroll access is combined?

    33 votes

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  11. Xero should automatically recognise a Xero client account number in any bank transfer and allocate those funds to existing invoices in that client's account. This should either just occur automatically when a client payment matches the total on their statement, or alternatively, any payment should simply be allocated to the client's oldest invoices.

    Currently, when customers pay us for invoices that we have sent them, we search for their name in the “Match” function during the bank feed reconciliation. We then select the invoice(s) that match each payment and reconcile these.

    There are two major problems with this workflow:

    1. We…

    5 votes

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  12. It would be great if we could turn automated invoice reminders on and off for contact groups, rather than needing to do it for each individial contact.

    27 votes

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  13. We are wanting a report to show the labour hours billed for a given period also the average hourly rate billed for the same period.

    1 vote

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  14. Currently, when super payments bounce, Xero sends us an email letting us know that a payment to a particular super fund from a particular payment batch has failed. Once we've identified whose it was, and got the updated details, we then have to contact Xero to get a re-processing authorised.

    All of this takes time, during which the Directors of my clients may become liable for late super payments. I'd like a button to click to speed up at least the contacting Xero for re-processing bit - preferably as part of the process identify the refund received and connect the…

    15 votes

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     ·  4 comments  ·  Payroll  ·  Admin →
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  15. A great new function in xero would be to copy several invoices to another client without merging them together. So that direct debits can be taken of varying amounts each month.

    2 votes

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  16. Amend the sales by item report to allow data to be compared over selected periods eg year on year.

    5 votes

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  17. Sales & Purchases Overview Screens
    For invoices which have been (part) cleared by an overpayment or by a credit note Please show a value in the paid column - Never Nil

    6 votes

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  18. Can we please add a budget column to the statement of cash flows report. I find this report (once customised to reveal all account codes) very useful for showcasing cash received vs spend on taxes, assets, liabilities and business expenses. To be able to set a budget in the budget manager for cash flow will save hours preparing manual cash flow forecasts outside of xero.

    27 votes

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  19. Set a bank rule that only autofills the contact name - Often the same contact is used for sales or purchases to different accounts. Currently bank rules force you to choose an account. I'd like to set the contact automatically with the bank rule, then choose the account during reconciliation. Saves me typing the contact each time.
    ALTERNATIVELY - I saw and voted for another idea that there could be a drop-down list of possible applicable rules, then I could write 2+ rules for the same contact and matching criteria, and choose the appropriate rule. This would be even faster,…

    1 vote

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  20. The contact details / help required for Xero NOT our contact details should be on the first page. It should not be up to us the client to have to read through various lists of things. We should have the ability to immediately send an e-mail or in some circumstances be able to speak with a human being straight away.
    A lot of times a two minute phone call will sort something out that takes several e-mails back and forth and this means a lot of wasted time.

    6 votes

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