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  1. Remove the letter "t" from Sept in the month field as all other months are only 3 characters long

    1 vote

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    0 comments  ·  Payroll  ·  Admin →

    Thanks for your idea here, Rolf. Can't quite confirm the exact date this changed but you should now find the abbreviation for September in Xero Payroll has been changed to the 3 character long version 'Sep'.

    If there is a specific place you're still seeing 'Sept' referenced please do let us know here and I can follow this up with our product team.

  2. When setting up Xero payroll, have the option of uploading tax information (IRD number, tax code etc.), as currently needs to be done individually.

    1 vote

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     ·  0 comments  ·  Payroll  ·  Admin →
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  3. Please set the bank reconciliation lines on the right-hand side to pre-populate with the details on the left=hand side, that is as long as there is no 'match'' and it is not a transfer. I'm mystified as to why I have to copy and paste all of the information from the left side to the right side when Xero could do this in a jiffy. Presently the pre-population remembers a long lost description I may have made such as 'birtthday gift' and Xero is remembering this forevermore. It would be simple and accurate to pre-populate especially since valuable information (such…

    13 votes

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  4. I have been a customer for over 10 years.

    ☹️ You have taken away above feature in the Xero App which I rely on very heavily. I am bitterly disappointed about this. I need this back. Can you please reinstate it?

    14 votes

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    Hi community, while we appreciate you raising this with us here I want to confirm that there are no plans to bring back the 'I want to be repaid' option in the Xero Accounting app. This option was connected to classic expenses which has been replaced by Xero Expenses where we have a separate app where employees can submit these expense claim type receipts through. If you're not familiar with Xero Expenses just yet, you can find more on this and how to get set up through Xero Central.

  5. To be able to run Top Customers report showing the net figures and not just gross.

    12 votes

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    Aaah thanks for the clarification, Vicky and Alex. You could use the Management report to add the Top Customers report. Appreciate that the chart itself displays for Gross figures right now. We'll continue gathering interest for this here. 

    In regards to the sort order of the report - By default contacts will be sorted by the Gross column, however you can add a Net column and re-sort by clicking on any column header. 🙂

  6. Currently Xero Expenses creates a single expense claim for each individual item.
    Normal practice for an expense claim is it contains multiple lines (different expenses), such as parking, a restaurant bill and a hotel.

    I would like to have the ability to group individual expense lines into one expense claim.

    I would then have a single bill to pay (an expense claim with multiple lines) appear in my Bills to pay, rather than one for each line.

    111 votes

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  7. Ability to have multiple online payment options in one Invoice.

    Purpose: The receiver of invoices will have more options on how they’re going to pay the invoices.

    88 votes

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    Thanks for your engagement on this, everyone. Our improvements to the way you manage your online payment methods in Xero, have now been released to all users.

    With the new flow you can easily set up and access differing payment methods to your customers when sending invoices. With ability to choose to enable or disable the payment options you want to offer, you have more control. You can add multiple payment methods to an invoice(like Stripe and a connected app), giving your customers more choice in how they pay, so you can get paid on time.

  8. In ‘Bills Awaiting Payment’ it would be useful if you could assign (or at contact level) a payment method. Specifically so that anything due to be taken by DD isn’t inadvertently paid on a payment run.

    175 votes

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  9. Ability to duplicate bank rules.

    Purpose: To save time from having to set up the same bank rule for each bank account.

    118 votes

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  10. Ability to add 'comment' only lines on invoices that run the full width of all the invoice table boxes.

    Purpose: Users often want to add some comments specifically to a client in the line item.

    95 votes

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    Hi everyone, understand the difference between a description only line and what's being asked for in the idea here. 

    This isn't something we have planned at present. 

    We do want to highlight the existing option for anyone interested that could benefit from the option mentioned earlier in the conversation (thanks, Paco) 

    Currently, it is possible to 'description' only lines to an invoice (with no Qty or Price) where you can enter up to 4000 characters worth of detail that could help you signal a note within an invoice to your customer. 

    We will continue to assess ideas in the forum here and let you know if there are any changes surrounding this to share. 

  11. In order to review salaries, it would be extrememly helpful to be able to generate a report with employee names and annual salaries

    19 votes

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     ·  9 comments  ·  Payroll  ·  Admin →
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  12. In the account transactions report, the reference for batch deposits (of invoices) should be the payment reference.

    Currently, the individual invoice numbers are presented for batch deposits when you run account transactions.

    49 votes

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  13. Whilst doing multiline bills and invoices we need a key stroke shortcut that copies the line above to reduce time taken to enter data. I was used to this in sage. I REALLY miss it. Please!!!!

    54 votes

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  14. With the new pricing tiers coming in September 2024, Projects is only included in the most expensive tier. I currently pay for it as an add-on on a per user basis. With just two of us, this is cost effective. From September, if I want Projects I will have to pay for the top tier, a 30% increase to retain the features I use! Please make Projects available in lower pricing tiers.

    52 votes

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  15. In the Payroll software, we can only allocate Direct wages to the cost of sales. Unfortunately, that doesn't include Employer NI nor Employer Pension cost in the cost of sales.
    Such coding would be useful, as we now use Birghtpay to do such coding.
    Without this feature, the gross profit margin and overheads are incorrect.

    4 votes

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     ·  2 comments  ·  Payroll  ·  Admin →
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  16. A company we work with here in UK was recently a victim of an elaborate but simple fraud, resulting in the loss of around £5,000 from the payroll.

    The scam went like this:-

    1. Scammer fakes an email to HR from an employee requesting the bank details for their salary be changed.
    2. HR fails to spot the "EXTERNAL EMAIL WARNING!" and forwards this email to the person who updates the payroll. They also didn't spot the fake email address, or double-check with the employee.
    3. Bank details for the employee are updated in the payroll and bank pay
    3 votes

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    0 comments  ·  Payroll  ·  Admin →
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    Thanks for your idea here, Rob. I've made sure to share this back with our Payroll product team. We appreciate your desire to prevent fraud, however there are also employee laws that implicate this process. It's something we're keen to track demand in here, but want to be upfront that there are no immediate plans for developing this.

  17. Ability to make repeating invoices to be generated to an earlier date without having to change the setup.

    Purpose: Users’ can sometimes ask their customer/client to pay the invoices earlier.

    205 votes

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  18. The new Payroll Activity and Summary Report is not as user friendly as the old one. It was much easier to read and find your employee name and net amount due on the older version. I also don't like how half an employees details can be on one page and the rest on the next page. I would like to revert to the old style, if possible?

    3 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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  19. In the account transaction report I would like to use the source filter to pick up Payroll & Super transactions only, however there seems to be no option, it would be great if there was one

    3 votes

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  20. It would be really helpful if a bill could be created from the pension filing figures on payroll once you have clicked on marked as filed. (such as it is an option when you do your vat return)

    2 votes

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    0 comments  ·  Payroll  ·  Admin →
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    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 will monitor and track support your idea receives from the community.

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

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