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  1. Would love that within money out/in and repeating the transaction that 'quarterly option' was included.
    example: BAS, Super & PAYG

    It would be great if this was an option for those using the short-term cash flow regularly.

    3 votes

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  2. Put the paid date on the Invoices screen. It would be really nice to have the paid date showing so I wouldn't have to click on the invoice to see when it was paid.

    15 votes

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  3. Massive oversight by Xero.
    E-Invoicing only available to VAT registered companies as you have to enter a VAT number. What about all the non-registered companies?
    Why can't you select that you aren't VAT registered and be able to benefit by E-Invoicing?

    8 votes

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  4. Hi there, would be awesome to be able to have a column in the Xero Tracking Summary Report which would sum up the quantities from what you entered in the quantity column in the Receive Money/Spend Money when you reconcile the transactions. This is especially important when organisations are measuring the quantities (eg. number of trips taken; number of food parcels handed out) are used with Xero. As it takes a lot of time to go into each transaction and see what the quantities are to get the group total, this feature would save people a lot of time.

    *Screenshot…

    5 votes

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  5. Filter the bank reconciliation by spend or received

    Simple to complete the debtors first / or creditors

    3 votes

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  6. more of a fault - when creating a sales invoice and editing the invoice number - it keeps going back to a system default invoice number, even when that has been deleted/erased.

    5 votes

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    Appreciate you sharing here, Mike. Keen to get a bit more detail on the actions that are occurring for you here. When you say you remove the invoice number and it's changing - Are you trying to save the invoice with another number that you're entered or would you be trying to save this blank?

    If not already I'd recommend raising a case with our Xero Support team of specialists to take a closer look at why this may be changing for you.

  7. Portable Long Service Leave Report - need a quarterly report that meets the Victorian Portable Long Service Leave requirements.

    32 votes

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     ·  9 comments  ·  Payroll  ·  Admin →
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  8. Is it possible to move the delete button away from approve button in Sales Overview.
    When approving invoices, have too be very careful with delete button right beside approve.

    Cheers
    Gene

    5 votes

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  9. New Invoicing - have the document name of invoice include who it is from.

    PDF will show INV-02335OrangeCross.pdf
    INV-[inv number]_[organization ref max 10char].pdf

    Great for me as an exporter of invoices but more importantly as an importer

    3 votes

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  10. can you make the selection of multiple files possible when adding images to invoices please. i have to navigate to my phones picture folder when i am invoicing out my expenses for the month. i have to attach copies of my receipts to the invoice and its painful only being able to add them one at a time.

    6 votes

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  11. I am writing to bring your attention to some significant process issues related to payments on invoices that I've encountered after using the Stripe service for just one month with only two transactions. As a new user, I believe these issues warrant your immediate consideration to improve the service for all your customers.

    ACH Payment Process Concerns
    Overpayment Issues

    One of the main problems I've encountered is related to overpayments when using the ACH process to receive payments from our customers. The current system does not seem to account for outstanding balances beyond the single invoice being paid, which can…

    2 votes

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  12. AU Payroll - User access options
    Payroll user access for advisors that can be customised so that you can opt out of being an option for approving leave or timesheets etc.

    6 votes

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     ·  2 comments  ·  Payroll  ·  Admin →
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  13. Hi team

    We need Xero to be able to calculate tax correctly on part year returns for clients in Xero tax. Even though the date fields are available in your returns to show a part year, the tax is still calculated for a full year so the assessment from IRD differs from the return prepared in XPM.

    Currently the only option is to file via myIR which is really not good enough.

    56 votes

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    Hi team, we appreciate the interest in being able to manage part year returns through Xero Tax for NZ. This isn't something we have in our plans at present.

    I can assure you our team are aware of the interest on this idea and if there's any progress we'll let you know through the idea here.

  14. Make reference field editable even if the only available option now is "Remove and redo". Often when viewing the account register questions arise that could be prevented by being able to edit the "Reference" field. Currently, the only way to add a reference is "Remove and Redo" which can be quite the process.

    3 votes

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  15. The delivered response to my previous idea was no correct. The aged summary/detail reports only show what is outstanding.
    The report I am requesting is to show the turnover, monthly across 12 months so that we can see what we have spent with a supplier each month for that year, but also what a customer has spent with us.

    3 votes

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  16. On classic invoicing, when you click the account category space or the tracking category it would fill in from the contact default, or account default or some default. But on new invoicing it only fills in if you tab.

    8 votes

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    Thanks for the added detail, Becky. This is good to know when sharing back with the team. While this may be something we look closer at down the line, I want to be open that we don't have direct change planned in the near term.

    Understand it's a few more clicks at present, potentially to save tabbing 8 time clicking on the Tax Rate column and then tabbing once may save a little time atm. Completely get it's not a resolve though.

    Account Team - Is it possible that this would be when you're copying an invoice to a new draft invoice? If so, and you select the same Contact defaults aren't automatically applied and you'd need to remove and re-add the contact on the new draft invoice to trigger defaults to be applied. Otherwise, I'd recommend raising a case with our team of specialists for a closer look as…

  17. You should be able to create a Bill Credit note directly from the FILES folder of your profile. This way when you go in to check the Credit note, you can create it straight away, rather than have to go out, in to Bills, and then have to create it from there.
    OR when you send an 'invoice'/attachment through to your draft bills, you should be able to change it to be a bill credit note rather than a bill

    2 votes

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  18. Save and Next option for Timesheet approval.

    Rather than having to go back to the beginning for each and every timesheet approval you should be able to save and view next in the same way you can with bills.

    3 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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  19. Remove the feature of 'Other Previous Earnings', or an option of allowing us to choose whether to have this feature. Grouping all previous pay items into 'Other Previous Earnings' in the same financial year is confusing and our employees won't understand what it is for. Please get rid of it!

    24 votes

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     ·  9 comments  ·  Payroll  ·  Admin →
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  20. Previously we were able to "Add billable expenses" to a "Copy to draft invoice". However, this feature is no longer available/showing up as an option when creating the draft invoice. Instead I have to save the invoice as a draft and re-open, then I'm able to add the billable expense.

    6 votes

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