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  1. Remove the 'Skip' or 'Allocate Credit' pop up box when entering invoices.
    When entering a number of invoices, if the customer who you are entering an invoice for has a credit on their account, a box appears asking to 'allocate the credit' or 'skip.' By clicking either it takes you back to the enter invoice screen without the option of adding another invoice. This makes it quite time consuming when entering a number of invoices.

    Is there a way from stopping the 'allocate credit' or 'skip' boxes appearing?

    3 votes

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  2. leave tracking report for requests that have not been completed, it could fall in previous payroll periods or current or future. This could offer more functionalities for payroll officer to track leaves in a larger payroll.

    7 votes

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     ·  2 comments  ·  Payroll  ·  Admin →
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  3. Bills - Ability to remove extra attachments exported from emails.

    when forward invoices and delivery docs to Xero, the email signature (which includes the company logo) is also captured and exported to Xero Bill as a separate attachment.
    While this doe does not impact payments, it's still frustrating. There should be a way to prevent logos or email template elements from being exported.

    6 votes

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  4. 19 votes

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  5. Stop messing around with things that people haven't asked for and actually look at implementing things that have been asked for.
    The new look for customer and sales ledgers is awful. Why change it?
    When it comes to being easy to reconcile supplier ledgers Xero is already miles behind it's competitors but you've somehow managed to make it even worse!
    For example if there is an overpayment that you part allocate against a bill and then refresh the screen it shows that the bill is paid but the overpayment still shows that the full amount is to be used, it…

    3 votes

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  6. Previously in the old format Aged Payable Summary and Detail reports you could run the report at the end of the month and change the Ageing by option to be by Due date and the report would then exclude any invoices with a due date later than the month end it was being run by. However when doing the same in the new format report this does not work and the Current column shows invoices for the month as being due even if they have a due date of later than the month end date being selected i.e. the report…

    4 votes

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  7. Can you pl provide payment voucher/ receipt for Receive/ Spend money,

    sometimes we need to provide printouts as proof.

    6 votes

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  8. I use month by month P&L reports all the time and I manually add a total column. It would be great to be able to drill into the total amount for each category to review the expenses all at one time, rather than either having to generate a further account transactions report or drill into them month by month

    1 vote

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  9. It would be great to have the ability to copy a contact in order to create a new one We often have the same agent representing various clients, and creating a new contact for each one is cumbersome. The option to copy an existing contact (making changes to the name or account number but keeping the address, bank details etc) would be extremely useful.

    31 votes

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  10. UK Payroll: Payment file csv format
    Lloyds bank doesn't accept .txt format. It would be great if we could download a csv payment file to upload the employee pays to the bank.

    56 votes

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    30 comments  ·  Payroll  ·  Admin →
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    Hi team, we have an exciting opportunity for a few customers to 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 you're interested and are available on Monday Sept 30, 1:45 - 3:15pm, and could come meet the team at our Xero London office - Share your details with us through the form here.

    We have a limited amount of spaces, but if you don't manage to get invited this round our team may reach out when our n ext opportunity arises.

  11. We deal with different people in purchasing, accounting, owners, etc for each account. Contact records are being treated as Account records. This makes it very difficult to keep track of all people we need to do business with within an account.

    4 votes

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  12. Ideally looking for the ability for GPS tracking in the XeroMe time clock feature would be a big winner

    39 votes

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    10 comments  ·  Payroll  ·  Admin →
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  13. When adding a actual expense within a project it should open a spend money transaction in Xero and have the ability to save photo of the receipt as normal spend money. Or alternative within the XERO app be able to select a project when inputing a receipt, the current setup is double handeling because you purchase somthing and you have to enter it in xero then in the project.

    1 vote

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  14. When emailing bills to Xero as I am working from my email account and Xero at the same time, the page has to be refreshed by clicking into one of the other tab options all the time and back again. It would be great if there was a button that just said refresh so I am not wasting time jumping from drafts screen to one of the other tabs such as all and then back to the drafts.

    Additionally we process all of our invoices into draft format firstly. When doing this sometimes they are out of order. It would…

    1 vote

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  15. For some clients we use Xero's Postponement and Eligibility letters. This has proved very useful but currently the letters cannot be customised.

    We have a client for example who pays a higher employer contribution percentage than the standard. The letters however, only show the standard percentage's despite the settings being different to the standard. We also have a client who has asked for their company logo to be added to the letters.

    After speaking with Xero Central I was informed that the letters currently cannot be customised and don't pull from the pension settings.

    If this could be looked into…

    20 votes

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     ·  1 comment  ·  Payroll  ·  Admin →
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  16. In Account Transactions reports, you should be able to add a column for "modified date". This would be extremely helpful when reconciling between information submitted to HMRC and the information in the nominal. I am no QuickBooks fan, but this is one feature that they have that Xero does not.

    2 votes

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  17. I need to include a Cash Summary report and bank summary report in standard management reports.

    I need the Cash Summary report format - working capital with other cash movements. I never use the default report. It includes balance sheet items as expenses and has little meaning for the clients I have viewed this for.

    At the moment, this can only be done on an individual client level and laboriously. This is not viable for my office.

    1 vote

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  18. We have spent a significant amount of time creating our financial statement templates using the report codes to ensure consistency and quality. Using Edit Layout can cause significant issues, including notes not matching the numbers in the balance sheet. As a result, we require the ability to remove access to the Edit Layout function for selected users.
    This is a significant quality and risk issue.

    1 vote

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  19. Some of our customers are paying upwards of 100 invoices at one time. The ability to import a csv into Xero (that can be extracted from the remittance advice provided from the customer) would save a lot of processing time instead of manually using the Find & Match feature in the bank rec screen.

    20 votes

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  20. Given that your bank feeds constantly don’t work, it would be great if they could be refreshed via the app, rather than having to login to a computer.

    4 votes

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