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  1. create a remove and copy option (similar to remove and redo) which then copies all details from the transaction you are deleting to a new transaction to then recode rather than trying to remember all the details from the transaction you are deleting

    2 votes

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    Interesting idea, Gary - will be good to get a sense of the interest in this. Can you share more detail of scenarios you're finding you encounter where you need to   copy a transaction to a new one when removing it? 

    Is there a reason editing is not an option?- Or would this commonly be with a payment transaction against an invoice/bill?  

  2. When An employee has a salary Sacrifice an option to directly link it.
    In my case its for his pension so an option to link it directly to the pension so it appears on the pension filings.

    8 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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  3. Re Payroll/Timesheets/RDO's. Can you please allow employees to enter a negative No of hours in Xero Me to category RDO accrual to get their hours back to the usual eg. 76 in a fortnight. Currently cannot submit.
    Staff working 40 hours to obtain hours RDO is problematic. I don't agree with Xero's instruction to change opening balance accrual figures. Must be able to be audited.

    Please change the break hours to be able to be 1. entered online and not just via Xero Me 2. within 1 entry. Currently staff have to enter 2 lines each day.

    8 votes

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    0 comments  ·  Payroll  ·  Admin →
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  4. It would be great if Analytics Plus had the option to exclude individual bills.

    For example, our business pays our BAS and PAYG from a sub account.
    We are unable to exclude this from the projection.

    2 votes

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  5. At the moment when entering a bill from a new supplier I can only enter the name of the supplier in the bill, then go into contacts to add their details.

    It would be more convenient if there was a button to add contact as new, and have a pop-up page where I can add more details of those suppliers from bill page.

    Sometimes when working through many invoices from new suppliers it's hard to remember which contacts need to be revisited to add details especially contact details and bank details for batch payments.

    10 votes

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  6. I've been raised an issue regarding View/Print PDF on Spend Money transaction and Xero Central Stated that "At the moment, it's only possible to send a remittance advice for payments recorded on bills".

    Therefore, I would like to give a suggestion, If possible, create a features that able us as Accountant & Bookkeepers to have features to View/Print from Spend Money & Transfer money like Receive Money features have.

    This features enable us to have documentation to file and for audit purposes.

    8 votes

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    Hi Nur Fatini, it'd be good to get more understanding from you here as it sounds like the Account Transactions report could serve the purpose or perhaps simply creating a receipt of the spend money? 

  7. When entering an expense claim you can only assign it to a supplier if you paid with company money. If you pay with personnel money the supplier field is only free text and doesn't list suppliers to choose from.

    I would like it so that we can search for suppliers and see everything that has been purchased from them no matter if it was paid directly to them or from one of our team members' back pocket.

    6 votes

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  8. Is it possible for the transactions created in Xero to just display "GST 8%" instead of "total 8% and GST 8%"

    1 vote

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  9. Please add a column in the VAT report to seperate the contact from invoice description (eg details column) to make VAT easier to analyse for larger companies using Xero.

    1 vote

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    Thanks for the extra detail, Cheryl. Appreciate where you're coming from. This isn't something we have plans for at present but we'll get a feel for the interest and let you know if there's any change here. 

  10. It would be helpful to have the ability to add overdue invoices into the Short-Term Cash Flow Projection report without having to change any details in accounts receivables.

    3 votes

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  11. Quotes/Sales Overview
    Be great to search by account in addition to current fields. For those business that need to track quotes based on product or brand or account, this would allow a business to see activity and also follow up quotes from the one screen. hope that makes sense.

    1 vote

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  12. I will like an option that will force customer to register to Auto Pay.

    All our customers agreed to use Auto Pay and most of them "forgets" or "don't see" the Auto Pay checkbox option. So, what happens, they pay thinking they have subscribed to Auto Pay.

    This option will make our billing management so much easier.

    A quick fix to that issue could be the following:
    When they select the button "Set up auto pay", then the Auto Pay checkbox should at least be already selected.

    8 votes

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  13. The notifications button in Xero is invaluable, this should also incorporate Xero product updates/features/changes. Had I known of the new Direct link for NAB I would have incorporated it long ago, but the marketing emails get buried.

    2 votes

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  14. The ability to import report templates for financial reports

    7 votes

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  15. VAT - Ability to sort, filter and search what is in each tax box or tax rate when reviewing a tax return. This will help when reviewing a return before submitting.

    13 votes

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    Hey community, thanks for your interest and feedback on this idea 💡

    Did you know that the transaction reports on the VAT return can be exported to Excel format where these can then be sorted/searched and filtered to help review the transactions?

    We don’t have any near term plans to expand functionality to develop the ability to sort, filter and search within the tax rate box of the VAT return. If anything changes in the future, we’ll update you on this idea! 📢

  16. It would be good to be able pick from a pre-defined list of countries. This would enable clean data entry. Also we are syncing data with Hubspot and it is causing issues with matching to pre-defined lists with the CRM

    2 votes

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  17. Customisation of ETP preferences to allow drop down menu for rate of pay as only lump sum payment is currently available. Example: terminated employee to receive 2 weeks pay in Lieu of notice. It would be helpful to have the option for Rate per Unit rather than a Fixed Amount only

    4 votes

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     ·  1 comment  ·  Payroll  ·  Admin →
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  18. I'm creating a new report at the request of a client and I want to be able to add the selection of periods to compare, but ... it doesn't give me the option. Please can you add this to the 'create reports' function , and then, we can really create, beautiful and meaningful reports for our clients.

    1 vote

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  19. In Xero it is possible to add notes to spend money and receive money transactions, however, this field is missing for imports. The import documentation doesn't show a notes field:

    https://central.xero.com/s/article/Import-a-precoded-CSV-bank-statement

    The Description and Reference fields are intended to be from the bank statement, however, Xero has a notes function once you enter a spend or receive money. That's where I want to add a note during import.

    Please add this feature.

    Thanks

    1 vote

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  20. Currently we have employees and contractors paid fortnightly through payroll. When printing annual earnings certificates the cert list contractors as employees rather than contractors and scores xero's for kiwisaver deductions and other taxes etc.

    We need to be able to print different annual earnings certs that reflect info for employees, and reflect info for contractors with different titles on cert as contractor, not employee.

    1 vote

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     ·  0 comments  ·  Payroll  ·  Admin →
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