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AU Payroll - ABN exempt non-employee contractors
I hope Xero will soon introduce the feature for ABN exemption for non-employee contractors, as there are cases that they are ABN exempt. I'm sharing the ATO link with you for your reference, https://www.ato.gov.au/forms-and-instructions/statement-by-supplier-not-quoting-an-abn?
1 voteThanks for sharing, Michelle. Appreciate why you'd like this functionality.
We've reviewed your idea and now it's up to the community to get behind and support it. We'll let you know if there are any updates here.
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Bills - Temporary pop up after creating bill and view bill opening in new window
A slight nuisance when creating bills, that seems to have started happening as part of the new invoicing 'updates' as I never had these two issues before.
1) There is a certain bill transaction that I add monthly, usually 10-15 per month. The lines are always the same so for speed I always copy one bill to another and so on. Once I add the payment Xero sends me back to the home screen and a pop up appears in the bottom left hand corner to 'view bill'. I click on this to then copy the bill for the next one. However... the pop up is temporary, and if I'm multi tasking, or the phone rings, the pop up disappears pretty quickly and I miss it. This makes it difficult to get back into the flow of things if for example it is a phone call or email interruption, to go back to Xero and remember where you were, as Xero has by then defaulted on the awaiting payments screen and the pop up for the last thing I did has gone.
2) When things are in good flow and I've clicked on the pop up to then copy invoice, it opens in a new window. So when doing this 10-15 times, constantly having to close the old windows.
Before you suggest it, I am aware of repeating bills but this feature isn't suitable for this particular transaction. And the copy bill system worked absolutely fine before, but again as with the new invoicing saga, it's disturbing workflow, adding more clicks, creating more work.
A slight nuisance when creating bills, that seems to have started happening as part of the new invoicing 'updates' as I never had these two issues before.
1) There is a certain bill transaction that I add monthly, usually 10-15 per month. The lines are always the same so for speed I always copy one bill to another and so on. Once I add the payment Xero sends me back to the home screen and a pop up appears in the bottom left hand corner to 'view bill'. I click on this to then copy the bill for the next…
2 votes -
Bills - Supplier Reminders function
It would be nice to have a reminders function for Suppliers just like with Customers.
We work with a very long list of Suppliers in some of our clients' companies. It could be a nice feature to have scheduled reminders go out to some suppliers that you always have to chase down for invoices/statements.
1 voteGood to understand the needs of our different customers an that some times you may need to chase a supplier for an invoice, Lezelle.
This isn't something we have plans for atm, but we'll get a sense of the interest from community through your idea here.
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Cash Summary Report - Include Primary Person
Cash Summary Report to include Primary Person Please.
Can you get a cash summary report to provide in order 3 items as per below
Invoice No ... Contact ...Primary person
I cant seem to find a report for all three .
We send 170 invoices out client who pay sometimes do not include invoice number and we have to track by firm name or contact which can vary also on bank receipt information.
e.g.
I need "Primary person" to help "match" an unidentied payment. so searching for "primary person" identifies the invoice number or the right contact.2 votes -
Batch Payments - Ability to 'split' when reconciling
Currently a client can upload a number of invoices and then create a batch payment for these invoices. When they make a payment for 1 of the invoices in the batch, you have to remove and redo the payment then match the separate invoice up, and then recreate the batch payment, excluding the amount which has now been paid. Would be easier if like with invoices, the batch payment could be split, saving the new to remove and then recreate the batch payment.
337 votesHi everyone, thanks for the idea and support here. We appreciate all the valuable feedback and ideas shared regarding the ability to split batch payments when reconciling, and understand it currently takes extra steps to reconcile when a single invoice among a batch has been paid, or when there are multiple payments to the same entity for different invoices.
Being transparent, we don’t have direct plans for making this change within the foreseeable future but if anything changes in this space, we’ll update you on this idea! -
Advisor pack - regular Balance sheet (not summarised!)
Can we get a regular balance sheet in the Advisor (management) packs?
For some reason it provides a summarised version, with statutory lines only (eg Fixed Assets, Trade debtors etc) but not the TB account by account.
"More" even has an "Account codes" option, which doesn't work 😕
Come on Xero!
1 voteHi Yaakov, appreciate the feedback however still a bit of confusion of what you're actually after here as you initial screenshot showed the Management reports within Xero blue, whereas you're latest image shows the Report Templates in Xero HQ.
Is it possible that you're trying to add a Custom report that you've created in a client organisation to a Report Template? If so, we have a similar idea that was raised for this, but I want to be upfront that we don't have any plans for developing this.
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Sales invoices - hold selection when navigating pages
It would be great if the awaiting payment area would allow more invoices to be shown, currently it only allows up to 200. Or if it had the ability to save the invoices you've selected for payment and you could go to the next page without loosing the invoices you had already preselected.
4 votesHi Sarah, there is a limit of including 50 invoices in a single batch deposit atm. Is there any commonality between invoices that you pay that could possibly be searched and bring them into the one page?
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Projects - Lock staff pay rates
The ability to 'lock in' previous periods pay rates in Projects. Currently, when uploading any pay rate changes per member of staff, this cascades back to all hours worked on projects which skews figures.
32 votes -
Batch Deposit - Search and select on Awaiting Payment screen
Currently when selecting invoices to include in a batch deposit you can only select what's on the current screen, when you click to the next screen you lose the selections you made on the previous screen. I have thousands of invoices awaiting payment, even with the max display amount of 200, it's 30+ screens to scroll through. I have to create multiple batch deposits in order to capture everything that's being taken to the bank that day. Please add a search field that will save and allow multiple invoices to be included in batch deposits.
1 vote -
Overall budget report - add annual (and quarterly) total column
In the overall budget report, add column for annual total.
Add additional option to include quarterly or triannual sub-total columns.12 votesHi team, to get a better understanding of exactly where you're wanting to see these columns can I confirm - would it be the Budget Summary report you're wanting to see this?
If so, right you could adjust the period option to 12 months for an annual view or 3 months for a quarterly view.
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Projects - Keep items in the same order when invoicing
When creating an invoice from a project-keep items in the same order as they appear in the project. It is very confusing when all the items are in different places than they were in the project and I have to reorder everything.
2 votes -
Invoice list view - Add View Option
View Invoices in the Invoices menu - Add View Option
3 votesHi community, thanks for your insights on how this feature would be useful to you within Sales invoices. Being open we don’t have direct development for this planned atm, however our product teams are doing some more discovery in this space and we’d like to invite you to feedback through our survey here. Your input would be really valuable to the team as they get a deepened sense of our users for future improvements.
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Reconcile period - Tab from Start date to end date
Fix Tabbing issue when creating reconcile period. When creating a reconcile period I enter the first date of a Statement Date Range, hit tab and instead of going to the last date of the Statement Date Range where it should go, it weirdly tabs to the opening statement balance, forcing me to go back and click on the ending date box.
1 voteThanks for your post here , Brenda.
Appreciate some customers prefer to use the keyboard to enter data. I've checked this in with our product team and can confirm, currently if you're entering a date via the keyboard and then press Tab, the cursor will move to the opening balances field.
Appreciate it's not the solution you're asking here, however atm you can press the return key to select the date from the date picker, which will automatically move the cursor to the end of the date field.
We're keeping a watchful eye on the interest of the idea to understand the interest in this.
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Bank Reconciliation - Recording refund through bank reconciliation tab
Recording refund through bank reconciliation tab rather than doing a cash refund on the bill/invoice
55 votes -
Xero Accounting app - Reinstate ‘I want to be repaid’ option to How Did You Pay field
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 votesHi 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.
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Quotes - Feature for customer to select which items to accept
It would be great if when a customer receives a quote, it were possible for them to select which items they wanted from the quote and to deselect the ones they didn't want.
14 votes -
NZ tax- Student Loan overseas borrower repayments
Overseas Borrower Student Loan repayments have different payment dates (30 September and 31 March), there is currently no functionality within Xero Tax (NZ) to manage these payments. I understand it is not possible for the system to calculate the repayment amounts as these are determined based on the loan balance, but if there could be an override amount like for Provisional Tax that would be useful, instead of having to track these borrowers manually.
16 votes -
JAX - Prompts for Bills to Pay
I would like to be able to use JAX prompts to search bills to pay or to ask general questions about previously paid bills.
For example:
- Show me all the bills paid to supplier X before/after invoice date [insert date]
- Show me all the bills for this amount [insert amount]
- Find all the bills that were created with Tax Inclusive (or Tax Exclusive or No Tax).
- Start a new bill for supplier [insert supplier name] with the following item codes [insert list of item codes]
Currently, JAX doesn't seem to have any knowledge about bills.
It also seems to assume that whenever I use the word "invoice", I'm talking about customer invoices, not supplier invoices.
JAX needs to be able to differentiate between the two contexts.
I would like to be able to use JAX prompts to search bills to pay or to ask general questions about previously paid bills.
For example:
- Show me all the bills paid to supplier X before/after invoice date [insert date]
- Show me all the bills for this amount [insert amount]
- Find all the bills that were created with Tax Inclusive (or Tax Exclusive or No Tax).
- Start a new bill for supplier [insert supplier name] with the following item codes [insert list of item codes]
Currently, JAX doesn't seem to have any knowledge about bills.
It also seems to assume…
1 voteThanks for your feedback, Mark. I've made sure this is shared with our product team.
We're continuously looking to prioritise use cases which our customers get most value from, so it's great to hear other ways you'd like to use JAX, here.
We'll keep you updated as we introduce more use cases.
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Invoice Date items & repeat invoice
What Xero management fail to appreciate that having this feature they will obtain a substantial number of customers who need this feature and many more that are using QuickBooks. If anyone know of an alternative please share on this channel. I'm exploring Thriday to make this feature available soon.
0 votesWhen you say invoice date items - is this for the ability to add dates to each line of your invoice, Sam?
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Xero Accounting app | Bank Reconciliation - Ability to add an expense as 'common expenses'.
"Common Expenses" - fix product flaw.
In Xero app, as follows:
-Purchases
- +
-Add receipt
-Tap:Categorise to an acct
-acct list pops up with heading "Common expenses". 2 accts listed which I rarely use.
PLEASE FIX : there is no way to edit the list of accts under the heading at the top "common expenses". See my screen shot2 votesThanks for sharing your idea, Tim. I'm just checking in with our team to see if there's any way you can influence the 'Common expense' accounts that are shown. Will round back to confirm with you here.
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