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  1. Payroll functionality around multi day leave requests.

    A number of employees work 4 days , and xero divides the days into 5.
    The problem is when a leave request for lets say a day and half sick leave - they cannot manually enter 12 hours (8 +4) or 10.5 (7 + 3.5) unless they do Seperate Leave requests per day.
    I have a collegue doing 2 weeks of working 6 hours and taking 2 hours each day on annual leave. I ended up having to make his leave request because I am admin.

    I had to obtain pre-approval since the…

    5 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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  2. Sometimes an entity will de-register for GST because they are no longer required to file, then circumstances change and they re-register. Currently in Xero when you re-register Xero creates all the prior period GST returns for when the client was deregistered. You then have to manually delete all the prior draft returns.

    Would be great if you could have an option to choose the new start date for GST.

    thanks!

    7 votes

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  3. I would like Xero to create as sales invoice worded in English and then be able to click a button and Xero then translates all details (including hard coded items) into the language selected and visa versa.

    9 votes

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  4. When an invoice in emailed in Workflowmax it is marked with a tick as “Sent”, however this does not carry through to Xero. Is it possible to add this feature so that invoice payment reminders in Xero automatically work without the need to manually change the invoice status to “Sent”?

    7 votes

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  5. My suggestion is different colors for New Spend Money and New Receive Money Tab so they are easy to differentiate. Even if the New Receive Money Tab could be a darker tone of the same color, it would really helpful and would still look good.

    9 votes

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  6. Have the option to set your Preference to logging in to 'My Xero' instead of Xero HQ or Lsat Client you were in.

    4 votes

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  7. Xero Workpapers needs to be able zoom in on the attached documents instead of downloading to be able to view clearly

    5 votes

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  8. Create a way of flagging or colour coding draft bills to pay. When you have some that are on hold for one reason or another and some that aren't due until a lot later in the year, rather than looking at them in drafts repeatedly if they were flagged or colour coded we could easily see to ignore them. Much like when bills are overdue in the 'Awaiting Payment' tab and coloured red. Would just be a nice option to be able to change manually in Drafts.

    6 votes

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  9. Most of our clients (and I imagine many small businesses in the U.S.) use a hybrid reporting basis. Basically, short term assets and liabilities are recorded using the cash basis while long term assets and liabilities are recorded using the accrual basis.
    Therefore, for example, this will result in sales being recorded when cash received but depreciation and amortization expense are recorded monthly. This method of reporting also results in the accounting basis being more similar to tax basis.

    Xero actually has a webpage describing this (https://www.xero.com/us/guides/cash-vs-accrual-accounting) but states "And if you run a hybrid accounting system, smart…

    7 votes

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  10. Where the business uses Xero for GST and payroll, it would be great to be able to create a bill off a finalised GST return or finalised payrun. To have the bill included in the payables automatically would ensure the bill is captured.
    It would also be great to be able to pay GST and employer deductions with a batch file from Xero, just as we can with other bills. This would remove the need for manual loading of the payments in the bank and ensure the matching of the payment in Xero was a full circle to the finalised…

    4 votes

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  11. On bills awaiting payment and payment batches having a way to copy the amount that is not formatted so that it can be pasted directly into bank payment amount fields. At the moment the value is formatted with commas "1,200" which cannot be copied directly to a bank payment page.

    2 votes

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  12. Aged Payables Overheads Report. Allow filtering by cost code.

    1 vote

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    When you say filtering by 'cost code' - would this be an account or tracking category you've set up n the organisation, Kaytie? 

    If you can also share some detail of what you'll use the report for specifically this'll help when sharing back with our product teams. It's good for them to understand how a particular type of report or setup could help a business. 

  13. Bank items to reconcile list ability to toggle all items between 'discuss' and 'match' together as it is easy to miss if an item is showing as 'discuss' but client has uploaded a bill or invoice and it can now be matched

    5 votes

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  14. There are users who need access to custom projects reports but no others. Currently they either have to repeatedly customise the base reports or have access to all the reports.

    3 votes

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  15. A Simple EOFY Report for Contractor Payments - to include Income Payg and Super + contractors details + email (for mail merge) all in one report
    I see Xero are in the process of updating reports... Im yet to see an upgrade on contractor reporting, between XERO and the ATO, im sure these clever people can come up with something more efficient. I finally have got Recipient created tax invoices flowing (still could be better if POs worked as well as Bills do in XERO - another idea here) EOFY reports to Contractors and the ATO is very time consuming,…

    3 votes

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     ·  2 comments  ·  Payroll  ·  Admin →
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  16. Being a start-up company we claim R&D refund as part of our tax return. In order to support R&D activities we need to work out employee remuneration and hours to support our claims. Currently, Xero does not have any R&D reports that we can use. Hence, I am wondering whether the Tech team at Xero can include two fields (Column options) in the existing report "Payment Summary Details".

    The fields required are 1) Superannuation 2) Units (worked hours)

    Then we can export this report to work on our R&D claims. Thank you

    2 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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  17. The ability to hit the F9 button (or similar) as in Sage, to automatically fill the amount in the 'amount to credit' field, without having to type values in manually

    4 votes

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  18. HI
    we work in wine retail & record our product &service on xero (we have moved from sage 50 2 years now)
    we cannot use track inventory option as this doest work with our current setup
    please can we simply have like a small box under each inventory saying quantity on hand for e.g 2 or if its negative like - 2 ( as this is really trouble some for me to all the time go to report & manually set my filters all the time with dates,& other details.
    ) please like on sage50 we had always a number…

    8 votes

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  19. PURCHASE ORDERS - SHOW THE QTY ON HAND

    Cannot understand why a bill will show the qty on hand, but not the purchase order. When creating a purchase order it makes sense that one should be able to see qty on hand on each line item so that you know how much to order.

    8 votes

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  20. Show the Total Payment of a Pay Run, on both the Pay Runs and individual Pay Run screen. As it is, you have to click Payroll > Pay Employees > Pay Run > Employee to see the Total Payment for that specific Pay Run. Far too many clicks to check what the total amount was that was posted to Wages Payable account (and paid from the bank account).

    6 votes

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     ·  2 comments  ·  Payroll  ·  Admin →
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