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  1. Currently you can only see new notifications when they pop up in the menu. As soon as you click x, they disappear and cannot be accessed any more. It is useful to be able to look at old notifications - particularly for tax codes so that changes to tax codes can be double checked

    5 votes

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    Appreciate you raising the idea here, Sally. 

    It'd be great to understand when you say "dismissing" notifications, would this be by clicking the "x" icon in the top right hand corner of the notifications pop-up, or within the notification feed? Thanks 

  2. When developing a quote via Projects, we can add in an estimated cost and then enter a margin to give an estimated expense. However we cannot then retrospectively see what the original supplier cost is and therefore profit expected. Neither does it offer a field to enter who the supplier is. The Project financial reports have a header to show 'estimated cost' but it does not populate this field. The only time a cost is shown is if it is entered as an actual expense.

    Ideally we would want to see estimated costs, the margin added and the supplier during…

    3 votes

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  3. Report preferences need more details, eg Comparison periods (to the Date or to the period), apply to custom reports, Apply to Users rather than to Organizations.

    2 votes

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    Great to hear you find the Report preferences handy, Andrew. So the team can get a pulse of what they should expand this feature to next, it's good to have a separate idea for each new element you'd like to see developed into this. I've slightly amended the title of your idea to reflect Comparison periods, but you're welcome to start new ideas for the other elements you'd like to set blanket application of. Thanks! 

  4. To show the invoice line detail in project reporting rather than a consolidated invoice line.

    You have to allocate each individual line on the invoice to a project but on the project report it consolidates to just one line which doesn't make sense when you put the level of detail at the invoice that it doesn't pull through that detail to the project reporting.

    6 votes

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  5. I already submitted and someone closed off my ticket incorrectly.

    I want the ability to have a default template for INVOICES and a different default template for QUOTES.

    Someone submitted this as already existing here https://central.xero.com/s/article/Set-default-invoice-quote-templates?userregion=true

    But the default invoice template set for the contact will override the organisation’s default template when you add an invoice, quote, customer

    3 votes

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  6. Ability to import timesheets to XPM from a csv/excel file

    14 votes

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     ·  2 comments  ·  Payroll  ·  Admin →
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  7. Most our clients require Delivery Order. The current packing slip does not cover the clients company requirement.

    15 votes

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  8. In due date fields (and why not other fields), allow Excel formulae with invoice fields as variables into the formula to drive the default value. The existing constant value is a valid excel formula so would be backward compatible.

    2 votes

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  9. Ability to set default reporting options (default to show account numbers, specify no. of results per page, your own date preferences), along with favourited reports - but have it linked to your Xero user profile rather than the client's file.

    I work on multiple files a day and don't want to change their file settings - but manually changing to my preferred reports every time the page refreshes is exhausting.

    2 votes

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  10. Integration between Xero Payroll and Smart Pension would be great!

    32 votes

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     ·  23 comments  ·  Payroll  ·  Admin →
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  11. I had a situation recently where we increased an employees salary but they wanted to reduce their working hours by 80%. The salary is based on 1 FTE. There is no way to actually do this in Xero Payroll. If I put the FTE salary in (to recognise the actual approved salary increase) and set working hours to 8 hours a day 4 days per week the 1 FTE salary is paid out in full over the year. But it should only be 80% of that. So I had to enter 80% of FTE and reduce the actual work hours…

    6 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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  12. Currently the "Total Cash In and Out graph" on dashboard shows the total cash received and the total cash spent through all of the bank accounts in Xero. This graph excludes transfers between bank accounts as don't they affect the overall total.

    It would be nice to be able to customize that graph to exclude certain transactions. Ie. if a shareholder loan is made, this would show up as cash in.

    5 votes

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  13. We have just moved onto Xero Payroll and it would be very helpful if employees could add notes to their timesheet each day.

    15 votes

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    5 comments  ·  Payroll  ·  Admin →
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    Hi everyone, an update to my earlier message:


    This change was specific to users of the Australian payroll.


    Apologies, and we'll shift this idea back to 'Submitted' so we can continue to track and share if there are developments in New Zealand Payroll.


    However, at the moment this is not in the team's plans.


    • If you operate across multiple regions, and are interested in reading more, I've updated this idea. which is specific to AU.


    Thanks for your understanding.

  14. It would be really great if we could add a description to a Batch Deposit, instead of it coming up automatically as "Payment: multiple items"
    I know we can add a reference but being able to put your own description would also be great too.

    Cheers Janice Nuttney

    1 vote

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  15. I need the ability to be able to print an expense report to provide to a client that includes all of the supporting documentation. All of the receipts are captured via Xero Expenses app but I can't print a report that includes them. To provide that information to my client...I had to screen shot every receipt and them insert them into a Word document. This isn't a workable solution. Please add this report.

    5 votes

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  16. Ability to set reminders/notifications to raise next invoice in Xero Projects

    When raising the quote, which details the scheduled dates that the customer will be invoiced, it would be useful if you could set a reminder/notification on the project to tell you when to prepare and send the next invoice out.

    5 votes

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  17. I would like Xero to automatically lock the ABN on a client's file after the first STP event has been lodged. This will prevent clients changing the ABN when they change the entity's structure and reporting STP incorrectly across two ABNs. Undoing this mess is a nightmare.

    33 votes

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    13 comments  ·  Payroll  ·  Admin →
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    Thanks for your feedback so far, everyone.
    We're currently looking at ways we could help fix double counting for issues at the ATO that have been made due to changes made to an organisation's ABN/Branch number and it'd be great to get input and further feedback from some of you here to help us understand and solve these issues. 

    📝If you're interested in participating in this research and would be available to connect (this week) on 24th or 25th November 2022 - Please click through and complete this short survey. Thanks 🙂

  18. Currently the Account Transactions Report calculates Debits minus Credits which means a positive Running Balance shows in brackets and a negative Running Balance shows without brackets. This is totally contradictory to the usual accepted Accounting Rules. Can this be changed so that the Running Balance is calculated as CREDITS MINUS DEBITS please ?

    2 votes

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  19. The bank transaction listing in Xero should have different details displayed for ease of reference.
    Batch Payment really doesn't provide enough information. "Payment: multiple items Batch Payment" is pretty vague. It would be better if the Description column showed the Details from the batch payment - refer attached

    2 votes

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  20. Xero feature to add pay items by default to payslips even after timesheets are approved.

    The issue we face now is that once a timesheet has been approved , if we go back into the payslip, those defaults item disappears and we need to manually pick those from the drop down list.

    It would be great to have that feature where earnings rate items are saved even after the timesheets are approved.This will also save us time in choosing, extra pay items such as commission, vehicle claims, bonus etc. from the list.

    3 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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