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  1. Have the option to accrue leave on other pay items. ie. Saturday rate has to be set up with its own rate per employee as each employee is on their own rate for Saturday and isn't a "mutplication of the ordinary rate". This also needs leave to accrue on it.
    Spoken to Xero adviser and they don't have a set up for this yet.

    14 votes

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    5 comments  ·  Payroll  ·  Admin →
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  2. This is really for Xero Blue not practice manager, but you do not have a category for this,

    Automated client statements - have the option to send out our practice statements on a regular basis i.e. weekly or fortnightly regardless of the days due or overdue!

    438 votes

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  3. UK - Have the option to set the default leave allowance in the payroll settings for the whole organisation

    4 votes

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     ·  1 comment  ·  Payroll  ·  Admin →
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  4. Xero Analytics Plus cashflow to show a year not just 90 days.
    The current cashflow upgrade from Xero only shows up to 90 day which is weird as in reality you need to forecast for the year. Is this going to be extended to a year like all the other cashflow apps ?

    47 votes

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  5. It would be great to have the ability to run a report to show any bank transactions reconciled on a given date i.e any bank transactions that were reconciled on 7 August 2024, rather than clicking into individual transactions to see the audit trail

    2 votes

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  6. Financial reporting is a critical business need of any business using software. Its strange that Xero dont have this as a catagory under Small business ideas. Can we add "Reports" as a catagory. Xero is poor compared to quickbooks now so need to udnerstand if its ever going to change or whether we need to move. I will only be able to gauge this if there are lots or zero user ideas on reporting (perhaps its only me that thinks its "ok but not great"

    1 vote

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    Thanks for submitting your idea here, Robert. Appreciate where you're coming from. Right now, the structure of product ideas categories is similar to the blue navigation within your Xero org so we typically have reporting ideas under Accounting features. Understand how it mightn't be the most intuitive design atm though and this is something that we're considering making updates to. I'll keep you looped in on any change for this here. 😊

  7. Reports - Quote Summary pulls incorrect column references. Xero dont accept this is an error and think its a product enhancement.
    Currently when you produce a quote report you cannot have a column titled Quote Ref or "Quote date". Xero has a bug which is using "Invoice Ref" and Invoice Date". Obviously for customers of our business they get annoyed that we are sending them reports implying a quote has been accepted and invoiced rather than purely pending. Such a basic error in Xero but they just dont accept the error

    1 vote

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  8. GST Return Export

    It is annoying that the new GST return layout does not export the essential fact that it is a GST return and the period. The new GST return now just exports the business name and the end of period date.

    It needs to have the words "GST Return" or similar.

    1 vote

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  9. Currently, for monthly employees, Xero does not take into consideration the fact that they have been set up to be paid the same amount each month, therefore the days in the month are meaningless from a pay perspective. Unfortunately, this means that the basis leave accrues on to work out how many hours a public holiday/personal/annual leave day should be when leave is entered is also meaningless. Instead of defaulting to 7.6 (or 8) hours/day leave taken, it does a calculation based on the number of working days in a month. So if someone is being paid on the basis…

    22 votes

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     ·  10 comments  ·  Payroll  ·  Admin →
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  10. I run a braille transcription business and must submit braille files along with invoice. I would like to send all from once source, Xero, rather than in a separate email. Attach .cdr (CorelDraw) and .B2K (Braille2000) files (other file types, too).

    3 votes

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  11. It'd be great when switching projects if you could auto-fill the timer fields by clicking on an existing time entry in your list for today or a previous date as this would cut the admin time of filling out the timer form fields.

    1 vote

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  12. Include a place holder in the remittance email which includes the payment date.

    1 vote

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  13. When depositing checks, I often search for the customer name or invoice number and deposit ONE CHECK AT A TIME. While this is less efficient than batch deposits, it works fine for our low volume of checks (most customers pay by CC or ACH now). That said, it would be more convenient to navigate to business/invoices/awaiting payment in one step than navigating to invoices and then clicking on the awaiting payment tab in a second step. IOW, you should show the sub-navigation within invoices so you can go to the exact tab you want.

    3 votes

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  14. At the moment I cannot email end of year CIS statements through Xero to contractors like I can for monthly CIS statements.

    It would be very helpful to have this facility as I have to download PDF for EACH contractor (which can be very time consuming) and email individually at year end.

    This is a requirement as a CIS main contractor, so should be automated and easier for us to do this. Thanks

    3 votes

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  15. When adding a new contact while in the bank feeds screen, you can add a new contact name but cannot give it the gl acct number or enter the address etc. You have to go back to contacts pull up new contact and then enter all info. Please add a feature to add all the info at the moment you set up the new contact name.

    3 votes

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  16. HubDoc - Audit Trail

    We desperately need an audit trail for documents in HubDoc. We need to know who viewed a document when, who published when, who archived it and when, etc.

    11 votes

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  17. There's an inconsistency between different parts Xero systems. For example:

    New Invoicing has Autosave.
    New Contacts require us to use the Save button.

    Reports:
    Accounts receivable reports refer to Invoices.
    Accounts Payable reports ALSO refer to Invoices ... Xero terminology for Payables is Bills.

    Is there a reason for these differences and lack of consistency across the Xero platforms?

    3 votes

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  18. An option to increase the price for ALL products in the database by a percentage.

    12 votes

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    Hi community, our product team have started exploring some improvements in inventory in Xero with the ability to bulk update the sales price of inventory items by a percentage being one they've set their eyes on! 

    For now, we'll shift to Under review and I'll be back to share more when there's news 😊

  19. 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?

    2 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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  20. Where the Xero bank account balance and the bank's account balance don't match, but the account has been fully reconciled, Xero displays both balances.

    It would be good if Xero would also show the difference, ie, how much is the difference between Xero and the bank.

    2 votes

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