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  1. UK Payroll - allow employers who have received SMP advance funding to enter the amount received so that the SMP paid is not recovered, and the correct amount owing to HMRC shows on the Taxes and Filings page.

    9 votes

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     ·  3 comments  ·  Payroll  ·  Admin →
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  2. I have wasted HOURS of my time trying to figure out how to get repeating bills to show up. Would be extremely helpful if instead of "Next Bill Date" you say "create bill date" or "generate bill date" which is what I finally figured out it actually IS. "Next bill date" in this instance is very confusing; it's natural to put in the bill date for the following month.

    1 vote

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    We're grateful for your engagement and letting us know the changes that matter to you.

    Our Community have reviewed your idea and now it can gain support from other community members.

    Along with votes, others can comment to share additional detail about how your idea could improve their experience with Xero.

  3. For time tracking against projects it would be really useful if employees with limited access could add time in the same way an admin can via a drop down (rather than clicking in to the project first - which is more time-consuming)

    0 votes

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    Hi Lucy, thanks for your engagement and for highlighting this improvement for the time tracking workflow in Xero Projects.

    We've reviewed your idea to allow employees with limited access to add time via a dropdown menu, similar to the admin experience. It's now open to gain support from other community members. We can definitely see how making this process quicker and more direct would be a huge help for team members.

    Along with votes, others can now comment to share more details on how this streamlined workflow would improve the time tracking experience for their teams.🙂

  4. Currently, Xero does not have the feature to assign certain working days for part time employees. This becomes very frustrating when doing payroll.

    For instance, an employee works Wednesday to Friday and when a public holidays falls on a Monday, Xero will allocate either all or some of the employees ordinary hours to this date incorrectly. This means we will have to manually adjust it each time.

    A simple resolution would be to set up employees to certain working days, then the public holidays would assign correctly and there would be no need to manual adjustments.

    445 votes

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     ·  59 comments  ·  Payroll  ·  Admin →
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  5. I would suggest that a QR code can be placed somewhere in the workplace and it can be scanned with the Xero Me app for start and stop times. This way the employees needs to be onsite with their phones to do this. With the way it is now, any start time or finished time can be entered, relying on an honesty system.
    Thanks

    1 vote

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    0 comments  ·  Payroll  ·  Admin →
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    Thanks for submitting your idea on Xero Product Idea's, Andrew. We appreciate you taking your time to share changes that would be most meaningful to you.

    We'll monitor and track support your idea receives from the community.

  6. Report to print Multiple Payslips and sort by Employment Type eg. Casuals, and Pay Period.

    7 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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  7. I have 22 bank accounts and loans on the "Bank accounts page". It would be good if I could quickly filter the unreconciled ones to the top, rather than scrolling through looking for unreconciled accounts.

    2 votes

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  8. If we cannot put a warning against the bad payers, surely it cannot be that hard to be able to change the customers business names into another color (Red) So when you search or create a new invoice, alarm bells will ring and hopefully avoid more loss

    5 votes

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    Hi Todd, have you seen credit limits? These will allow you to set a limit to how much spending a customer can make with your business. When they reach that limit you can also choose whether to restrict invoicing for that customer. This may help with the scenario you're noting here.

  9. Would it be possible to create a contact who is a "sub contact" of an existing contact. For example we perform work for a strata management company. Every invoice is made out to [name of strata company] but the contact details, email address and physical address are all the same - that of the management company. I would love to create [strata management company] as the main contact with all the strata "divisions" they manage below them without having to create a new contact for every single new building. What are my chances?

    22 votes

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    Appreciate where you're coming from with this idea, Kirsty. 

    Right now you could create a Contact Group, and have each related contact assigned to that contact group. Get what you're saying with the efficiency when having most of the same details - for now perhaps importing via csv would help create these in less time. 

    We also have an idea for the ability to copy a contact, and another for contact group statements that you might like to join and follow. 

    We'll start to get a feel of the interest for this type of feature here, and I'll let you know if there's any change planned. 

  10. In Xero HQ - Clients - Notes - Please show date of the note not "a Month ago" which is meaningless.

    1 vote

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    Thanks for sharing your idea on Xero Product Idea's. We appreciate you taking your time to share changes that would be most meaningful to you.

    We'll monitor and track support your idea receives from the community.

  11. There needs to be a way we can change the pool type for an asset if we've accidentally selected the incorrect pool.

    1 vote

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    Hi Melody, thanks for submitting your idea on Xero Product Idea's. We appreciate you taking your time to share changes that would be most meaningful to you.

    We don't have any immediate plans for adding this feature in Fixed Assets, but we'll monitor and track support your idea receives from the community.

    You can find out and stay updated with Xero releases on Xero Central.

  12. Invoice - A total items line in invoices would be extremely helpful for our clients to be able to reconcile inventory sent with the invoice.

    17 votes

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  13. Xero features a handy inbuilt calculator on its invoices. However, this feature is rather useless if one is populating the invoice with inventory items ("Products and Services") where the Cost Price and Sale Price have already been set, or migrating said items from Projects to a new invoice.

    Having the inbuilt calculator in the Sale Price text box when setting up or updating Inventory Items would eliminate the need to keep switching from Xero to a calculator app to apply the correct markup for each item. Better yet would be a dropdown menu feature like is found in Projects to…

    2 votes

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  14. It is very frustrating to not be able to copy & paste the line items on an invoice attachment when creating a new item to the inventory list.
    Request to remove the 'grayed out' background

    1 vote

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    Thanks for submitting your idea on Xero Product Idea's, Toni. We appreciate you taking your time to share changes that would be most meaningful to you.

    We will monitor and track support your idea receives from the community.

  15. Add drag and drop import feature or allow multiple journals to be import at the same time. For example adding daily sales/payment journals this would a gamechanger in time it take to complete these tasks

    1 vote

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    Hi everyone, as a quick confirmation through the idea - Right now you can use a CSV file to enter data and import multiple manual journals at once.

    However, as per the request in this idea it is not currently possible to select or drag and drop multiple files to upload and create multiple manual journals at once.

    If this is something you'd find valuable please add your support to this idea. We're interested to understand the community appetite in this feature.

  16. Sending a statement with additional notes in the email. Is there a way to keep record of the additional notes. At the moment you only see under the contact's history and notes that a statement has been sent, but there is no record of the notes that was sent with the statement

    4 votes

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  17. Within Files folder, to sort by drag and drop please? These are remittance advice for Gift Aid payments from HMRC and therefore not attached to any invoices BUT can get uploaded in the wrong order which is confusing for the auditor. Currently the only option is to download the whole contents, sort and reload.
    Also could it be made possible please to have subfolders so that we can easily divide eg monthly investment reports by financial year without having a long list of separate folders in the main index?

    3 votes

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  18. can you make the selection of multiple files possible when adding images to invoices please. i have to navigate to my phones picture folder when i am invoicing out my expenses for the month. i have to attach copies of my receipts to the invoice and its painful only being able to add them one at a time.

    7 votes

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  19. A field/box to enter the purchase order number when entering bills

    We use a separate system for creating POs and would like to record our PO number in a dedicated field when entering the corresponding bill(s)

    128 votes

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  20. It is not possible for CIS returns to be marked as filed when submitted outside of Xero, resulting in historic returns showing as overdue.
    It would be helpful to mark CIS returns as filed when submitted outside of Xero, as is currently possible with VAT returns.

    6 votes

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