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  1. When using find and recode it would be helpful to show the grand total of the line total column at the bottom. This way you know if the isolated transactions in your Excel worksheet matches with all the conditional filtered transactions in find and recode.

    4 votes

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  2. Add a send remittance button once a payment is made via the new Direct Bank Transfer Feature.

    I previousley made batch payments via Wise and once the payments went through there was a button to send remittances. This feature is not available when using the new Direct Bank Transfer option. You have to maunally send each remittance advice from the banking screen which is a poor use of time and there is the chance that a remittance advise will be missed or sent twice.

    13 votes

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  3. Hi,

    Our employees work standard hours each day, but in addition to this there are often additional items on their timesheets, such as overtime, trip and overnight stay bonuses.

    The use of timesheet templates simplifies this process by automating the inputting of their standard hours, though due to the remote nature of their work timesheets are being submitted through the mobile application which does not allow the uploading of templates.

    Can the ability to upload templates be added to the mobile app or a default template be added when creating a new timesheet?

    3 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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  4. Despite some condensing of information and improvements to the appearance of new invoicing, it continues to display information with less clarity and efficiency than before. This is only one example but on classic invoicing, entering a tracking category that was too large for the field would cause the vertical height of that row to increase. Now new invoicing simply cuts off the field after a certain character limit.

    This system is not ready for default deployment and you have no idea how bad the support storm is going to be on the 2nd of September. Please push back the default…

    4 votes

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    Appreciate the screenshots and detail in your idea. While we've released an updated line item grid when viewing a saved/approved invoice in new invoicing, this is still being worked on for the edit page. We know being able to see the full Tracking option and Account name is important to our customers and this is something that we're working on and will be coming soon. I'll keep you in the loop of when this goes live.

  5. Files added to contacts - can we please show date against when each file is added to a contact ? Add a column to the attached screen to show Date Added

    6 votes

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  6. Once a GST return is filed, rather than creating a bill could there be an option to 'convert this GST return into a bill'? Then it will sit in the payables report (as a reminder to set the payment!)

    10 votes

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  7. We cannot see/create leave liability in our reports and/or our balance sheet.
    I wonder how a true business value is going to be shown on balance sheet without this liability.

    To be frank and honest, it is not an idea, but quite basic necessity.

    75 votes

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     ·  16 comments  ·  Payroll  ·  Admin →
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  8. To be able to file a Gross to Net report and subtotal by tracking category. It's the only way that we would be able to report per category of worker. This is built into Sage and really important for a lot of businesses.

    9 votes

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     ·  1 comment  ·  Payroll  ·  Admin →
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  9. Ever since Xero updated the online view to hide invoice info, I get one or two clients a month asking me what they're being billed for.

    Of course all they have to is click for details, but users are funny that way... they're not seeing it, and there's really no good reason to have this info hidden. I wish there were at least a setting to show them as expanded/visible by default, or even just have the first bit revealed so people would notice that they can click to expand.

    As it stands I have people who think I'm invoicing…

    2 votes

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  10. We would like to upload a batch of customer refunds via csv instead of going in one by one to do a refund per customer per invoice.

    4 votes

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  11. The ability to edit including remove header from invoice cover note (that is company name, invoice amount, due date and invoice number).

    2 votes

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  12. When you go into Payroll Overview-Timesheet to Approve-then click on the individual timesheet can you please add an option to export the timesheet to pdf for printing.

    2 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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  13. We are after a report which shows the leave accrual rates for each individual employee in bulk report. I know we can view each individual employee by clicking on their leave balance and looking at the "Hours of leave accrued annually by a full-time employee. However for businesses with a large number of employees, this is very time consuming, therefore we would like a bulk report we can run to view all employees accrual rates in the one report.

    5 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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  14. We use tracking categories of building jobs. It would be great to archive the tracking category once the job it complete. Allowing a P&L by tracking category report to only show active jobs.

    113 votes

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  15. There should be an audit trail in Payroll detailing when changes to an Employee record is made (for example: date an address was updated for an employee and what it was until that date, likewise for other details such as email address, bank account number, tax code etc). As an Employer we should be able to rely on the digitised Payroll system we are using to determine when changes to an Employee's record has been made. In terms of creating an audit trail, this doesn't necessarily only apply to Payroll only and should ideally be something that is normal and…

    4 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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  16. Classic invoicing uses shading on screen to help see the data fields. Recreate that in new invoicing. You might find you get a better response to new invoicing if users can easily see the data they are trying to work on rather than scanning a white screen. The content is fine, it just looks rubbish.

    2 votes

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  17. Choose your cash basis accounts - After coming to the forum becuase I haven't found a way to remove non-cash accounts from cash basis reports I saw a bunch of people asking for depreciation to be ADDED to the reports. So obviously we all want something different. How about each account on the COA has another checkbox (like the "show on dashboard", "enable payments" check boxes) that gives the user the option to EXCLUDE FROM CASH basis REPORTS. I can remove all the deferred revenue, someone else can add in depreciation, and we can all have the cash basis reports…

    2 votes

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  18. Love that the sales tax uses Avalara, please add that functionality to bills too, to look up consumer use tax. Thanks!

    1 vote

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  19. It would be extremely useful if we could view VAT on the dashboard of mobile phone app. Director only uses Xero on his phone so can never keep track of what VAT is due.

    1 vote

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  20. It would also be a lot more practical to assign the expenses to projects in just the same way as it's done in invoices, instead of assigning them via the project tab. I notoced that not all expenses are taken into account and I had to go back to each bill to redo the project assignment to make sure that everything is accounted for, and even then, i find that there are still gaps.

    The invoice project assignment method has the merit of showing what was assigned or not.
    Having said this, it would also be very useful to have…

    3 votes

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