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  1. Placeholders are really useful in repeating manual journal entry - could we please have them in regular manual journals?

    Oftentimes it will be necessary to repeat a series of manual entries when realising income in advance as revenue however the amounts will vary so a manual journal is required for each instance.

    Being able to have [Month] etc in the narration would make it much faster to populate each entry. [Example: "Revenue realised in [Month]"

    7 votes

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  2. Prompt if Changes have not been SAVED

    What I would like is, after entering data in the Notes (or Items on Invoice, Purchase Orders etc..) If there are changes to the Invoice/Notes (or any update screen) on the screen BUT if the user does not click SAVE then the changes are lost.

    If the invoice/purchase order/notes etc... have had changes and SAVE is not clicked, it would be helpful to have some sort of reminder available that auto prompts you

    'Changes have been made do you want to save these?'

    or something similar so any work entered, but not SAVED…

    3 votes

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  3. Currently, Employee summary gives a a lone total only for the period entered. A report showing one line of detail for every payrun paid, would be very beneficial when processing government claims, or providing information to employees for Centrelink instead of the the cumbersome Activity report, or multiple payslips.

    7 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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  4. Requirement to have flexibility in how Long Service Leave is recorded for Victoria for casual employees who have taken multiple periods of parental leave and unpaid leave so small business is able to record number of weeks and entitlement due date and be able to accrue the entitlement of .80 weeks per year of service (and have that show on their pay). At the moment we are unable to show the employee the entitlement in weeks - only hours. The hours paid per week will be variable depending on when they take the leave so having this flexibility in Xero…

    8 votes

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     ·  2 comments  ·  Payroll  ·  Admin →
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  5. I can email my receipts to Xero, when will Xero be integrating the same sort, file, and account application features that Hubdoc has so that I don't have to use Hubdoc at all?

    5 votes

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    Hi Amanda and Sandy, I want to let you know that you can upload your document or invoice directly into Xero Files without using Hubdoc, and you can assign it from there - See more on our article


    If you’re looking into publishing the document from Hubdoc to Xero files, you can do it too. And you can read more here


    In saying that, let us know if you’re actually after something else.  

  6. Lot of employee are working overtime. Holiday should be paid adding the Holiday Pay Adjustment. This means that overtime, certain allowances and commission plans will be included in the first 20 days of leave taken in any holiday year. To put this simply, you should be no worse off financially by taking your holiday. So if you earn commissions, claim certain allowances or work overtime these will now be considered as part of your holiday pay adjustment payment. Every employer must calculate this manually, and errors may occur during the process. It would be fantastic if a formula could be…

    6 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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  7. Stop Xero from automatically changing the Tax Rate of an Account when the Account Type is changed. It's so annoying. Offer/suggest, sure. But don't do it by default. No, I do not want to change Wages & Salaries from BAS Excluded to GST on Expenses just because I change it from Direct Costs to Expense/Overhead or vice versa. Such a dumb default setting.

    5 votes

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  8. it would be ideal if you could have the ability to remove / delete costs in the main information tab in a quote. Ie: If you apply a template with a bunch of costs but realise you need to change it - it would be idea to be able to select multiple costs and just remove them from the quote rather than having to go into each individual cost and deletling.

    6 votes

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  9. Payroll functionality around multi day leave requests.

    A number of employees work 4 days , and xero divides the days into 5.
    The problem is when a leave request for lets say a day and half sick leave - they cannot manually enter 12 hours (8 +4) or 10.5 (7 + 3.5) unless they do Seperate Leave requests per day.
    I have a collegue doing 2 weeks of working 6 hours and taking 2 hours each day on annual leave. I ended up having to make his leave request because I am admin.

    I had to obtain pre-approval since the…

    5 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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  10. Sometimes an entity will de-register for GST because they are no longer required to file, then circumstances change and they re-register. Currently in Xero when you re-register Xero creates all the prior period GST returns for when the client was deregistered. You then have to manually delete all the prior draft returns.

    Would be great if you could have an option to choose the new start date for GST.

    thanks!

    7 votes

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  11. I would like Xero to create as sales invoice worded in English and then be able to click a button and Xero then translates all details (including hard coded items) into the language selected and visa versa.

    9 votes

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  12. When an invoice in emailed in Workflowmax it is marked with a tick as “Sent”, however this does not carry through to Xero. Is it possible to add this feature so that invoice payment reminders in Xero automatically work without the need to manually change the invoice status to “Sent”?

    7 votes

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  13. Have the option to set your Preference to logging in to 'My Xero' instead of Xero HQ or Lsat Client you were in.

    4 votes

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  14. Xero Workpapers needs to be able zoom in on the attached documents instead of downloading to be able to view clearly

    5 votes

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  15. Create a way of flagging or colour coding draft bills to pay. When you have some that are on hold for one reason or another and some that aren't due until a lot later in the year, rather than looking at them in drafts repeatedly if they were flagged or colour coded we could easily see to ignore them. Much like when bills are overdue in the 'Awaiting Payment' tab and coloured red. Would just be a nice option to be able to change manually in Drafts.

    6 votes

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  16. Most of our clients (and I imagine many small businesses in the U.S.) use a hybrid reporting basis. Basically, short term assets and liabilities are recorded using the cash basis while long term assets and liabilities are recorded using the accrual basis.
    Therefore, for example, this will result in sales being recorded when cash received but depreciation and amortization expense are recorded monthly. This method of reporting also results in the accounting basis being more similar to tax basis.

    Xero actually has a webpage describing this (https://www.xero.com/us/guides/cash-vs-accrual-accounting) but states "And if you run a hybrid accounting system, smart…

    7 votes

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  17. Order book:

    Ability to confirm to a customer that their quote has been accepted & processed as an order. It is either in the process of being made, or waiting in a queue of work to be done.

    As the business manager I can look at my order book on a daily basis to see which orders are outstanding and in what priority they should be completed.

    Deposits can be assigned to an order, the customer can receive a confirmation that their deposit has been received. This only needs to become an Invoice once the work is ready to be…

    6 votes

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  18. Where the business uses Xero for GST and payroll, it would be great to be able to create a bill off a finalised GST return or finalised payrun. To have the bill included in the payables automatically would ensure the bill is captured.
    It would also be great to be able to pay GST and employer deductions with a batch file from Xero, just as we can with other bills. This would remove the need for manual loading of the payments in the bank and ensure the matching of the payment in Xero was a full circle to the finalised…

    4 votes

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  19. To be able to export the graphs from the dashboard into excel or PDF, the same as you can reports from the reports page. There are no graphs that I can extract and those on the dashboard would be useful in adding to reports I send to board members who are not on Xero.

    5 votes

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  20. It would be very useful to be able to generate a Bill when Reconciling, instead of just being able to "Spend Money". This would allow much better tracking of transactions, since money leaving an account via Spent Money is far less visible than when a Bill is paid.

    Specifically:

    When PayPal is enabled as a Payment Method, and a customer pays their Invoice this way, the associated PayPal account shows two entries in the Bank Feed ready for Reconciliation:
    1) A transaction fee is deducted from the PayPal account.
    2) The full amount of the payment into the PayPal account.

    7 votes

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    Hi Faris, generally as a bill is received prior to payment so currently it's expected that the bill would already exist in Xero when reconciling. 


    Appreciate your example of where this could create efficiency and we'll get an idea of the support in this here. 🙂


    In the meantime, depending on your type of sales you may find an integration in our App Store that could serve by automatically creating the transactions in Xero. 

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