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  1. There needs to be an automatic email notification sent to users when a financial setting is changed. Our gst number was changed and we had no idea until we manually spotted the change.

    2 votes

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  2. Add the option to change invoices with stripe card payments linked up so that the prompt to pay by card does not pop up when they open the invoice, but the link on the invoice stay available in the terms & payment advice section.

    My reasoning behind this is that I would rather recieve payment by bank transfer to avoid processing fees, but still want to offer the option for someone to pay by card.

    3 votes

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  3. Ability to partially reconcile a statement line to one invoice and leave the rest of the payment unreconciled until the details needed for reconciliation are received, instead of posting an overpayment.

    25 votes

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  4. This is required at year end. Annual leave owing at balance date but paid within 63 days after balance date is tax deductible in that balance date year.

    19 votes

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    2 comments  ·  Payroll  ·  Admin →
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  5. It would be great if we could pay our employees similar to how we can process a batch payment in XERO for bills. At the moment I am having to go into the bank account at the end and pay each employee individually.

    Is there another way to do this ? I may be missing something.

    Thank you

    9 votes

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     ·  4 comments  ·  Payroll  ·  Admin →
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  6. Currently, Xero does not has option to select payment to
    JP Morgan SGD account
    Swift code CHASSGSG

    HI Xero, pls consider to add tis SWIFT code.

    2 votes

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  7. A single bill is entered for two projects (tracking categories). In the Profit & Loss statement, it is showing the correct amount for Project 1 and Project 2. However, when I make a partial payment to this supplier, I am unable to allocate it to the particular project. Xero is automatically assigning it, which is resulting in incorrect output.
    If you can add a popup for Bill Payment "tracking category", it will be a great help for the users

    1 vote

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  8. Suggestion? Please fix the Salary Sacrifice % of Earnings to include all gross earnings, not just payroll items selected for SGC.

    Currently Xero will only apply a Salary Sacrifice % amount to any payroll item that is selected for SGC. If an employee chooses to Salary Sacrifice a % of their gross earrings that may include overtime worked, a manual calculation work around is required.

    5 votes

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     ·  1 comment  ·  Payroll  ·  Admin →
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  9. Please add a setting option or a column for display details about "Account" in the table shown in "Bills to pay" instead of only showing "Ref" which the information of "Account" is important and moreover we don't need to waste time to entry "Ref" for checking.

    5 votes

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  10. Currently the super funds appear in the super settings page in no particular order. It would be great if they appear in order so its easier to find and check if they have already been added or if a payment bounces and you need to check details.

    3 votes

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     ·  3 comments  ·  Payroll  ·  Admin →
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  11. Develop report that lists customers with date,type and amount of last statement sent.

    8 votes

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  12. Have an "Ask" type of function within the business subscription to securely collect new Customer and new Supplier information when creating a new Contact. Particularly keen to be able to collect Bank Account details securely without needing to risk email communication of same. This feature would also ensure better accuracy of contact details and spelling of names.

    5 votes

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  13. It would be very useful if the cashflow report could intelligently add VAT payments to Cashflow automatically.

    For example when a VAT return if filed, automatically add the payment amount and date to the report, learning as it does with repeating outgoings what the date might be - if you're paying by DD this is pretty predictable.

    As invoices are generated (payable and receivable) the report already picks up the amount of VAT payable to HMRC and it would not be a stretch to calculate what is due back on purchases, or to use the known VAT reporting date to…

    8 votes

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  14. When users are reconciling quite often two mistakes are made frequently:

    • Reconciling wages payable incorrectly to Wages and salaries (expense)
    • Reconciling super payable incorrectly to Superannuation (expense)

    It would be great to have a checkbox similar to "Enable Payments" that says "Do not allow reconciliation to this account" so that when people search for wages/superannuation they can't get shown the incorrect option.

    38 votes

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  15. It would be beneficial for an employee to record all hours worked in the timesheet including hours to be allocated as TOIL Accrual
    i.e. employee works 35 hours, 30 hours ordinary and 5 hours to TOIL accrual?
    Then when the employees wishes to take the TOIL, they submit a Leave Request as per existing functionality.

    Currently the employee needs to separately notify payroll regarding hours worked to be allocated to TOIL Accrual. And this doesn't go through the Supervisor Timesheet Approval process.

    28 votes

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    3 comments  ·  Payroll  ·  Admin →
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  16. Please add Servus Credit Union to your list of Banks to create CSV files. I have multiple companies with this bank.

    2 votes

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  17. Allow multiple contacts for the bank fee adjustments. When we have a number of customers paying via card in one day it automatically pays the full amount of the payments into our account the following day but each customer has a bank fee and it would be helpful to add this for each customer.

    3 votes

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  18. Lock Dates - Multiple Lock Dates.

    Currently there are two options: "Stop all users (except advisers) making changes on and before" and "Stop all users making changes on and before".
    It would be great to have an option where two dates can be entered without one overriding the other.

    Here is my issue:

    I have been trying to put lock dates for different purposes.
    i.e. I want to stop ALL users (including advisors) from making changes on or before 31 March 2022, but I also want all users EXCEPT advisors to not make changes on or before 31 March 2023.…

    3 votes

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  19. I need CN and (over)payment allocation lines in Account Transactions to be supplemented by invoice number as unique document number. Currently, there is a link through Reference, but Reference might not be unique entry, and so tracking credit note allocation is not impossible. Thanks.

    5 votes

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  20. Can we get multiple date entries for manual journals?

    2 votes

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