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  1. Currently to reimburse employees for expenses you have to add them manually to each pay run for each employee, it would make sense for expenses that have been added using the expenses function to auto add to payroll each month to reduce work and to allow staff to be reimbursed quicker. this would also make the expenses function more worthwhile for the cost.

    This would reduce stress for staff putting on employees as expenses that have been approved will automatically be added and marked as paid.

    9 votes

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     ·  3 comments  ·  Payroll  ·  Admin →
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  2. I often have 30 or so bank transactions (both credit and debit) that I need to on-bill/on-credit to a customer. The process described in https://central.xero.com/s/article/Add-a-billable-expense-to-an-invoice requires multiple clicks per transaction and does not work for credits.

    In addition, there is no indication in the bank transaction list that the entry has been assigned to a customer as a cross-check.

    3 votes

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  3. When setting up a new Xero organisation, in Organisation Settings we are being asked for organisation type and registration number. it should be possible, especially for Limited Companies, to pull their details which are stored on statutory register via the API by reference to registration number.

    2 votes

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  4. When I am manually entering a contact bank account number, I find it disconcerting to be warned to enter the bank account number after I leave the BSB code field. But I HAVE to leave the BSB code field in order to move to the Bank account number field! Leaving the BSB field is not a mistake!
    I think the warning would be better triggered if you attempt to click on 'Save & close' without completing both fields.

    3 votes

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  5. When entering multiple contacts, it would be good to have the option to "save and create new contact" as well as the "Cancel" and "Save and Close" option after entering the information. Currently you have to press Save and Close, go back to Contacts, then select New Contact.

    4 votes

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  6. Journal Accrual or Cash Basis default setting and journal import column.

    Default journal setting in is Xero is to post on a cash basis - apply a settings to select which basis is the default method (Cash or Accrual)

    Import journals on accrual basis - add an extra column to the import template to state if the journal is accrual or cash basis or a default setting if blank.

    4 votes

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  7. We are a professional services company and use the quote feature to outline our objectives, scope of work and deliverables for a potential new project. As such, we use the summary window to enter all this information.

    It would be very useful for us to be able to resize the summary window to view a larger portion of the text. Some of our descriptions can run to several paragraphs and as such, the ability to review more text would be incredibly useful.

    I hope this can be implemented with some simple coding.

    Thank you.

    3 votes

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  8. Ability to see timesheet function for employees who are on salaries.

    Purpose: To make the employees can keep track of their hours without affecting the pay runs.

    50 votes

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     ·  16 comments  ·  Payroll  ·  Admin →
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  9. Addition option of show customer statement "actual" outstanding instead "as at" date.
    Eg, Our customer ABC need us to furnish a Outstanding statement that as at 30 June 2023, and there is 4 invoice unpaid. Happen that 15 July 2023the customer pay the 3 invoices only. Customer request us to send the statement show the 1 unpaid invoice dated 30 June 2023 but it still shows 4 outstanding, how can we show the the one unpaid invoice in the statement.

    Ideal additional option of show date 30.6.23 and show the one 1 unpaid invoice only. Kindly advice.

    2 votes

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  10. There should be an option when refunding money to customers, that we can export the file for internet banking processing?

    1 vote

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  11. When a folder is created in Files app, it appears on the left menu and the documents uploaded in the folder appears on the right side of the screen. When there is a long list of folders created, like I am doing with the client, the list goes below the screen and scrolling down option is only the main scroll of Xero that moves the list of folders and the document display screen together. So, checking a document from the folder at the end of the list requires to scroll down at the end, find the folder and select it…

    1 vote

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  12. 'Pay Now' shouldn't be displayed on invoices where the customer already has a DD in place as it is confusing, could lead to duplicate payments and cause them to contact us to query whether there is a problem with their DD when they don't need to. Xero say this is because xero can't differentiate customers who already have a DD in place, but they can - there is a flag and this is visible in settings and therefore must be available to developers.

    2 votes

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  13. Ability to filter draft invoices by Contact Groups.
    We have a large number of customers who are moving toward shared accounting services (ie: centralised payment of our invoices). It would be great to be able to filter draft invoices by the Contact Group, or at the very least be able to see the contact group with the customer name on the draft invoice screen

    10 votes

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  14. In Repeating Transactions, you have a column width for Reference which is fairly decent, but then the data in that is truncated to the extreme. It takes up less than half the column width??????
    Has it not occurred to your programmers to use the full width of the column and only suffix with ... if it still proves too small to display all the data

    18 votes

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  15. It could be helpful to have the functionality to be able to copy and existing company in Xero in order to create a new one with the same details. This would make setup of the new one much faster particularly when companies have multiple entities that do the same thing just in different states / Emirates / countries even. You can pretty much copy anything else within Xero so it would be beneficial to be able to just clone the company itself.

    26 votes

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  16. Where can I attach contact related documents vs financial related documents, as it appears there is only one document file upload location now. When there were options to keep these separate previously. It is all very well making updates and changes to the system in order for things to be quicker and more efficient but when this means, loosing previously used facilities, this is very frustrating. Keeping these different related documents apart has been very important previously and so now these all being stored together will mean things our end take longer and are less efficient for the end user.…

    2 votes

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  17. We need the ability to see how many miles an employee has travelled within the tax year. This is so that we can follow HMRC guidelines in respect of the pence per mile that is paid to the employee. Currently the rules state that up to 10,00 miles can be reimbursed at 45p per mile and thereafter this rate is reduced to 25p per mile.

    This could also include the ability to set a default rate to avoid any errors made by the employee and to then generate an alert once the employee exceeds 10,000 miles and automatically reduce the…

    19 votes

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  18. Currently we create a budget for each tracking category (department).

    I have created a custom report which includes the budget for each category. I then use the formula function to sum the budgets together.

    I only want to see the formula column in the report outputted. (I realise that columns can be hidden when data is exported to Excel)

    I understand that there is not a way to show a formula column without all the individual budget columns.

    Enhancement suggestion: include a radio button for each column to hide/reveal that column in the report

    12 votes

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  19. Why are we limited to backdating GST Returns in Blue Xero just 12 months.

    It's crazy to limit the backdating of GST Returns to 12 months for Advisors. In an ideal world our clients are well behaved and we only need to deal with recent GST Returns. But we often get situations where we need to backdate GST Returns beyond 12 months: ie A client comes to us who has been trading for 2 or more years and not filed any Tax or GST returns - how do we deal with that? Or if we are doing a migration from…

    34 votes

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  20. Option to data-sync Amazon, Ebay, Etsy etc accounts to allow VAT invoices to automatically assign to purchases. This would save so much time each quarter when preparing VAT.

    1 vote

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