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  1. In new invoicing the drop down issue date is today or tomorrow. I suspect "Yesterday" and "end of last month" would be helpful for lots of businesses who bill the day or month after a job is finished.

    9 votes

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  2. If a client has overpaid an invoice, or paid an invoice that has been voided/credited, when Ihave reconciled the incoming payment as an Overpayment, I would then like to be able to create a Bill from this payment so that the refund it sitting in Bills Awaiting Payment.

    5 votes

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  3. When I am logged-in to Xero as a user with "Invoice only" and "only create drafts" permissions, it is my understanding that this user should not be able to create new invoice items or see menu options for creating new items. However, it appears this user can see this menu option when adding a line item to an invoice and attempt to create a new item, leading to an ambiguous error message.

    Expected Behavior:
    User with "Invoice only" and "only create drafts" permissions does not see and cannot select any menu options for creating a new item that can be…

    4 votes

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  4. As a Chartered Accountant, I’ve observed an issue in Xero’s handling of sick leave entitlements that I believe warrants improvement. Currently, if an employee is not included in the pay run closest to their sick leave entitlement date, the entitlement does not accrue. This creates a significant gap in compliance with employment obligations and adds unnecessary administrative burden to correct.
    To enhance the functionality and flexibility of Xero's payroll system, I think that sick leave entitlements should automatically accrue when the employee is included in any future pay run following their entitlement date. This adjustment would ensure compliance with employment…

    1 vote

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    3 comments  ·  Payroll  ·  Admin →
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    Thanks for your feedback of how Xero handles sick leave entitlements, Natalee.

    I've made sure this is shared back with our product team, and while we can understand the reason for change you'd like to see here, we want to be open that this isn't something we have planned in the immediate future.

    Right now, if an employee isn't included in the scheduled pay run when their leave anniversary date falls, you'll need to do a manual leave adjustment to grant the employee the missed entitlement.

    If there's any news of change for this, we'll update you here.

  5. Many of our clients have multiple project specific groups, so that for a given client we might have "project A" and "project B" - individual projects for the client may have different payment terms, and will almost certainly have different specific email addresses that invoices need to go to - however they use the same entity.

    We currently can't create a separate entity (as the invoice would then not be made out to the correct legal entity), and this means we then have to modify the addressee and payment details each time we invoice this client.

    A few possibilities:

    • add…
    3 votes

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  6. When entering after Qty field, amount is pre filled with 0.00 and when you type, it will put the amount after e.g 0.00120 instead of 120.00. Please remove the pre filled zeros as with classic invoicing and keep the new invoicing in line with everything else in Xero like bills and spend money etc. It is too different!😒

    11 votes

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  7. Please provide functionality in Xero to turn off the contact name suggestions when creating an invoice, bill, receive money or spend money transaction. This is very frustrating especially if you make a mistake and it saves it, it is there forever. Also the list can get quite long. We need to delete the names that are not required anymore from the list. Please, please fix this issue up.

    3 votes

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  8. It would be really useful to have a way of typing the date without having to use a / in between the numbers, like you could on classic invoicing

    e.g. 20012024 used to convert automatically to 20th January 2024 on classic invoicing

    35 votes

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    Thanks for your interest in this idea, everyone. We understand there are different ways our customers find useful when entering dates for invoices in Xero.

    Based on feedback our team are looking at improvements to the date pickers in new invoicing. While I can't confirm exactly what these will entail atm, we'll shift the idea to working on it and I'll be back to confirm when we have more of the detail.

  9. Project Assigning in Hubdoc. It would be most useful if our accounting team could choose between a Billable Expense and Assign to a Project in Hubdoc. We have many small expenses that have to be assigned to projects, as the client has already paid in most cases. We have to find each one, which is a challenge, open the bill, and assign each one manually. It is so time-consuming. So much processing time. Please consider this, it would be so appreciated.

    4 votes

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  10. Have the ability to post a application before the invoice is received.

    2 votes

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    Hi Danielle, when you say you'd like to post an application. Could quotes potentially be a fit for this purpose here? Otherwise could you share a bit more detail on what would be needed to record the application in Xero.

  11. For the Aged Receivables it would be helpful to know what customers owe us as well as what we owe them. We take deposits for future invoices and they don't show on the Aged REceivable Summary.

    5 votes

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  12. Material only bills to be included on the CIS monthly return report to make it easier to reconcile the CIS materials nominal code to the report, confirming that all invoices have been included in the report.

    3 votes

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  13. Report to print Multiple Payslips and sort by Employment Type eg. Casuals, and Pay Period.

    6 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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  14. Adding a feature in Xero that allows finance admins to designate specific fields on expense claims as mandatory or optional would ensure consistent data entry, improve financial tracking, and streamline the approval process.

    Key Benefits:

    Enhanced Compliance: By making certain fields mandatory, such as business function or event tracking, admins can ensure that all necessary information is provided, reducing the risk of incomplete or incorrect submissions.

    Improved Data Accuracy: Mandating specific fields ensures that critical data, like cost centers or project codes, are always captured, leading to more precise financial tracking and reporting.

    Flexibility: Different organizations or departments may have…

    8 votes

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  15. I raise invoices for clients who provide services to government departments and have project managers involved. This requires me to send an invoice to the accounts department who may have einvoicing and to the project manager who does not have access to the financial software and therefore requires a copy of the invoice which also confirms to them that the invoice has been submitted to accounts. Would it be possible to have another option when preparing an invoice to Approve, Send (as an e-invoice) and Email all in one process?

    3 votes

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    Interesting to here your feedback here, and would be good to get a wider sense of customers that have similar scenario here. We don't have any plans for adding this option atm, but we'll update you here if anything changes. Thanks

  16. It would be extremely helpful if a filter was added on the Bills to Pay screens for filtering based on currency

    4 votes

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     ·  2 comments  ·  Admin →
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  17. A field/box to enter the purchase order number when entering bills

    We use a separate system for creating POs and would like to record our PO number in a dedicated field when entering the corresponding bill(s)

    114 votes

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  18. To be able to view the audit history of pay run changes or changes made within payroll settings

    3 votes

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     ·  1 comment  ·  Payroll  ·  Admin →
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  19. New invoicing forces you to populate fields in order and I cannot set the tracking code until the description / amount et al are filled.

    Please can the ability to populate in any order just classic invoicing

    38 votes

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    It’s interesting to hear the different ways our users invoice and we appreciate you sharing how we could improve the flow of entry for you here. Being open this isn’t something we have plans for right now, however as our team plan further developments within invoicing, we’d like to engage you all here. To help our product teams get a better understanding of our invoicing users for future improvements, we’ve put a survey together and would love to hear your feedback through this.

  20. In the bank account settings, add an optional data field to enter in the Overdraft limit on a bank account. Then on the dashboard screen, show the net available balance of current bank balance + the undrawn Overdraft limit.

    Purpose - to save the user from having to manually calculate how much is available to make supplier/payroll payments or login to internet banking prior to check.

    Should also be a simple feature to add.

    3 votes

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