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  1. It would be great to have a feature where a person gets a reminder that an invoice for a project should be sent out soon. Here is the scenario:

    There are multiple projects in our organisation and they are led by different people. Each project lead is responsible for sending out invoices for their projects as agreed with the client, which could be monthly or bi-monthly or at the start, middle and end of the project.

    So, when a project is set up in Xero, it would be great if there is a function to indicate that the invoices for…

    2 votes

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  2. Please change the Type of the Invoice Reference field on New Invoicing to Allow for extended text formatting capabilities. Make it the same data type as the Summary Field on Quotes or the Description Field on Invoice Line items. So that the invoice reference field allows and saves Carriage Returns and Tab characters.

    3 votes

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  3. An automatic monthly payroll tax report would be fantastic. I've noticed Xero cannot do an automatic calculation of Payroll Tax like MYOB can. MYOB allows you to select pay categories (pay items) to exclude and run a monthly payroll tax report.

    69 votes

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    10 comments  ·  Payroll  ·  Admin →
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    Hi community 👋

    Thanks for sharing and supporting this idea - while I don't have an update specific to this one, I thought you might be interested in the following:

    Our AU Payroll team are testing some changes to Payroll reconciliation. The idea to have an automatic monthly payroll tax report is highly associated with payroll reconciliation and we feel that voters here would also have an interest in payroll reconciliation. They would love to hear from you!

    They’re aiming to conduct some 1 on 1 interviews between 6 Feb - 16 Feb 2024, the interviews will last 45 minutes.

    The purpose of the session: Participants will be asked to help with testing a prototype concept designed to enhance the AU payroll reconciliation process.

    They aim to discover:

    • Whether this conceptual solution meets your specific Payroll needs, and if it adds value to your Payroll reconciliation process?
    • Whether this conceptual…
  4. Please could you add a Title field into the customers name - my invoices show with just the surname on which is very unprofessional.
    ie. Mr Smith on the invoice would look much nicer than just Smith !!! This must be a basic thing to do.?? Please consider this as urgent.

    3 votes

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  5. 1 vote

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    Hi Chris, the options for Sales and Purchases are the same in Contact defaults. You'll find there is a 'of the following month' option.

    When you say end of the following month would this be to be able to set the bill due date to change based on the # of days in the month?

  6. Allow us to turn off the pop up that shows when posting a pay run. I don't need reminders to pay the employees and file the pay run especially when I do payroll for 20+clients.

    3 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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  7. Repeating Invoices to have complete the auto tax feature implementation

    5 votes

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  8. Sending a activity statement or outstanding statement from the mobile app

    38 votes

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  9. Have an area in the contact card to opt out of the remittance advice for that supplier. This will save the time in unticking suppliers that never want remittance advice every time a batch payment is made.

    1 vote

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  10. I need to produce a monthly list of completed projects ie all jobs finished and paid in a month but when you produce a report, and set the dates from 1st to 31st, it goes by invoice/expense date so, if 1 invoice in a project paid in the beginning of the next month, it puts that invoice on its own in then next month, thus splitting the project so not showing the correct profit margin. I am going to have to manually do this once I've exported the information into an editable document, which will take hours. Also, as another…

    2 votes

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  11. Please create an option on the customer invoice setup to lock invoice numbers so that the user is unable to change or edit the system generated invoice numbers. In South Africa it is important for SARS and audit purposes that invoices are sequential and certain users should not have the ability to change or edit that field. But please give us the option to select when a user is able to edit or change that field.
    Thank you.

    2 votes

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  12. The preview window that pops up when entering new bills is a bit small and you need to almost always zoom in on the pdf to read it.

    It would be great to be able to resize the different page components to make things a bit more readible.

    25 votes

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  13. Can you please add functionality to permanently turn off cash in/out graph for those of us who find it irritating

    3 votes

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  14. Ability to specify an exclusion criteria for Find & recode.

    1 vote

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  15. Please can you set up an upload template for tracking categories

    86 votes

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  16. Can the ID numbers for the Primary contact as well as the secondary contact be added to the contact details?

    1 vote

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  17. Ability to view notes added within the contact details section from the list view.

    This would help with viewing contact notes across different contacts, for detail such as method of payment or terms of service.

    50 votes

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  18. I want more decimal places on the Line Amount and Invoice Total to display as follow:
    1.7568 x 25.12 = 44.1309

    I can get it to show 44.1300 but I want to set it up to show 44.1309

    4 votes

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  19. Hi there, I would like to be able to assign line items (that are the same) on a bill to multiple customers.

    i.e. 2 x oil filters, assign ONE of each to separate customers without having to enter them on separate lines on the bill to do so.

    Also, when creating an invoice and viewing "items to assign to a customer" I would like to be able to see the Supplier AND their invoice number in that list.

    4 votes

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  20. A Xero user with invoice-only access can currently only access files in the file library when creating an invoice. We need this feature to also be available when the same user creates a quote. There is no added risk since the user already has access to the files when creating an invoice. Standard files needs to be sent to clients with their quote and this now needs to be stored on a drive instead of the file library.

    1 vote

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