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  1. It would be good to be able to clearly identify accounting practice users on a clients xero platform. All they see is name and email and it would be good if the accounting firms name was somehow shown to give clients comfort especially where firms outsource work.

    1 vote

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  2. Apart from utilising the Notes function in client profiles, may I suggest a field be added for short term notes (not needed to be archived) to highlight an alert/instruction/warning for all staff when working on a particular client. As an example: do not lodge Tax returns for ABC until Paid.

    1 vote

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  3. It would be extremely helpful to be able to assign a range of default settings to either individual contacts, or to contact groups, such as:
    - invoice template
    - billing cycle (((would also be great to get variable billing cycles as a feature!))
    - currency

    we have a fair amount of customer hierarchy, which we've been able to somewhat address with contact groups.. but the fundamental lack of configurable options after the group is designated feels hugely wasted.

    5 votes

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  4. Separating out pre & posttax deductions on PDF payslip. At the minute these are all displayed together.
    Would be better if Pre tax deductions where displayed under gross salary and then taxable pay calculated, before displaying post tax deductions.
    Would be easier for employees to follow.

    6 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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  5. Ability to have a warning message appear when turnover is reaching the VAT registration / deregistration threshold

    37 votes

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  6. It would be great if Xero could automatically attach the remittance advice to each invoice after making a batch payment?
    This would save time when we get queries from suppliers as to the status of their payments, rather than searching for the batch remitttance and emailing it to the supplier again, it can be easily found as it will be attached to the paid invoice.

    8 votes

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  7. Attachments in repeating bills are not attached to the actual bills when Xero creates the bill.
    If the repeating bill is deleted, the link of the repeating bills will be broken and we cannot get the attachment in the repeating bill.

    so I suggest
    1. having the attachment in the repeating bill attach to the actual bill when Xero create the bill; or
    2. have an archive function for repeating bills that are expired so that the actual bill can still be have a link to the repeating bill to find the attachment.

    Attachments such as working or scanned bills…

    25 votes

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  8. To import a payment file into the bank the user must download an ABA or CSV file from Xero and save to their local drive. This file is then manually imported into the bank - this poses a major data security risk. Xero already supports bank feeds with many large banks so there should be an option to import these payment files directly from Xero into the bank.

    1 vote

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  9. I would like to have the ability to reflect a new increase from the agreed-upon date. Often, salary reviews occur after the financial year-end and need to be backdated. However, Xero does not allow for backdating when other payroll systems do. You have to make a note of the actual start date, which isn't reflected in any reporting, making it not very useful.

    Additionally, there should be the ability for an advanced support person to modify information, enabling them to roll back a change. I recently encountered an issue where third-party software changed the review date of a salary to…

    1 vote

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    0 comments  ·  Payroll  ·  Admin →
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  10. Have the option to add GST (10%) on tasks (hourly rate) and estimated expenses when creating a project.

    1 vote

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  11. i need tracking categories for bank accounts - my client has three different branches within the organisation and all have their own bank account. i have managed to create tracking categories for income and expenses but Xero hasnt provided the function for bank accounts. So when drawing the Financials the bank accounts dont reflect with each relevant branch. Is there a way that this function could be created/considered or has anyone have any recommendations on how to bypass this problem?

    13 votes

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    Appreciate seeking options from your community here too.

    Trying to think into this one - when you draw funds these statement lines would be reconciled to an equity account in the business? In theory the Tracking would be recorded when the item is reconciled to this account ? 

    Please do let me know more detail if there's something I'm missing in here? 

  12. The ability to import a spreadsheet with employees details to bulk update their information.

    13 votes

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     ·  2 comments  ·  Payroll  ·  Admin →
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  13. Please allow for a sort filter on tasks and expenses within a project to be able to sort alphabetically A-Z.

    23 votes

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    Hi team, while we began work on developing the ability search and sort by tasks in Projects the teams focus had to shift to other priority work and we want to be open that this has been put down for now. 

    When there is the ability to pick this back up we'll return to share with you here. 

  14. When doing a search on a bank account for a payment made the search does not include the individual payments which make up a batch payment. So if a payment was made as part of a batch then unless you know the date the payment was made or the name of the supplier it was made to then the search function will not find the payment you are looking for.

    4 votes

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  15. Xero is giving 4 months free of Analytics Plus if the file is upgraded before 30 June 2023.

    It would be AWESOME if you would add Analytics Plus to the Demo Company so we could demonstrate the product to team members and to clients.

    Expenses is available in the Demo Company, so is Projects, why not Hubdoc and Analytics Plus?

    Please make the Demo Company have the FULL suite of Xero products available.

    6 votes

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     ·  0 comments  ·  Admin →
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  16. The PayPal data feed imports dates from UTC, as is.

    For example in Australia there is a fairly large window each day where transactions will be imported and appear to have occurred the day prior. For other timezones it's likely the opposite.

    In my eyes this is an outright bug/lazy coding. The response I received from support tells me they are aware of the problem, but it's just a known quirk! They suggested adding a manual adjustment to fix the balance when required. Ugh, I would feel dirty doing that, lol.

    Essentially the only place the PayPal feed is always…

    2 votes

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  17. Staff members gets pay reviews each year, which means their cost change. But we are unable to get the change to commence from a certain date so reporting for prior year projects won't be accurate. any way we can put a change commencement date so reporting is more accurate?

    8 votes

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  18. We have dealt with a few VAT inspections recently and HMRC request all invoices in relation to the VAT report. We have had to download each invoice individually and rename to match the references posted on Xero which has been extremely time consuming. It would be great if all invoices could be downloaded in bulk as per each VAT report and each invoice referenced to match the VAT report.

    2 votes

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  19. When I add a Task to a project I would like to add a Task Title trhen have a seperate section to Describe the task detail. At the moment there is insufficient space for this information.

    2 votes

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  20. Ability to restrict the 2nd category tracker to a 1st category item.

    Eg - Category 1 is the property, Category 2 is the tenant.

    When we have multiple properties in an entity it would be great to be able to restrict tenant category to only relate to the 1 property that the tenants are for. This would help to stop a mis-match of property/tenant.

    1 vote

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