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  1. This is NOT a duplicate of https://productideas.xero.com/forums/939198-for-small-businesses/suggestions/44961124-global-search-search-items-by-description.

    I am suggesting that within the Invoicing section of Xero, where a Search can be initiated, a checkbox is required that will "Include Description" - allowing customers to search for an invoice by the contents of the description field.

    I understand the performance impact on the overall system of putting this feature in the "Global Search" box, hence my suggestion to make it an "Optional" search via checkbox.

    Because the invoice reference field was reduced to 255 characters (https://productideas.xero.com/forums/939198-for-small-businesses/suggestions/49018595-new-invoicing-remove-255-character-limit-for-ref), this would be the only way to be able to find…

    5 votes

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  2. If an item has been billed manually or your stuck with some items in billable expenses you have to open every bill and remove the client from the items that are have not been billed.
    Could you add a tick box selection in the Billable Expenses - Outstanding so that you can then select a remove billable expenses from multiple bills in one go.

    4 votes

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  3. Ability to be able to add multiple line items to expense claim bill, like a normal bill, when expense claims are submitted through Xero Me. When a singular cost is associated with multiple jobs, being able to add a second or third line etc to divide this cost within the bill and assign to project accordingly would be far better than having to upload the same expense claim multiple times with different portions of costs allocated.

    When in "Bill Expense Claims" once the expense claim has been approved, under the "Bill Options" there is only the option to "Void" unlike…

    6 votes

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  4. We have 2 employees that will be taking 1 day LSL every week in the new financial year and it would be very helpful if there was a way to add in this type of leave request as a recurring request for the same day each week. Rather than having to add in 1 day leave for each occasion.

    20 votes

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     ·  3 comments  ·  Payroll  ·  Admin →
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  5. Add Public Holidays (and all other forms of leave) to the Leave Transactions report not just Annual Leave and Personal Leave.

    Why this isn't already the default behaviour astounds me!

    4 votes

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     ·  1 comment  ·  Payroll  ·  Admin →
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  6. As a charity funded entirely by donation we receive the majority of funds via online bank receipts. Because the bank receipt is standard, I currently manually create a receipt for our donors in word which I can attach to the bank receipt transaction and email to the donor. This is very time-consuming and I think it would be a very easy fix to allow customisation as with invoices

    6 votes

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  7. After a transaction is matched with the online download status should be matched or cleared. Once the reconciliation report is completed the status should change to reconciled. A transactions status should not be deemed reconciled until account is actually Reconciled with the bank statement.

    4 votes

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  8. There should be a support chat feature, especially for new users. Drilling through support topics and forums is cumbersome for simple questions.

    45 votes

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    Hi everyone, returning from my last update I wanted to confirm that we have released generative answers in Xero in app help for all customers.

    We appreciate this isn't a direct live chat feature that is being asked for in this idea and will move the status back to Submitted, however we'd recommend giving this a try when you're next looking for an answer while working in Xero.

    This feature takes into account what page you’re viewing, and the version of Xero you use, to do the best to ensure that the information provided is relevant to you.

    Live chat is not something we have planned at this stage but if any steps are planned toward this, we'll let you know here.

  9. When you change an employees address on xero, it changes the address on all previous payslips to the new address it should be the address the employee was living at when the payslip was sent

    1 vote

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     ·  1 comment  ·  Payroll  ·  Admin →
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  10. Invoice - A total items line in invoices would be extremely helpful for our clients to be able to reconcile inventory sent with the invoice.

    12 votes

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  11. Your new "Make Payment" button and the Action column can not be removed/disabled in the Bills view. It is repetitive, distracting, and disruptive to my normal workflow.

    I would appreciate it if Xero did not diminish my user experience as a paying customer in order to promote a new service it is offering.

    2 votes

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  12. When adding many backup files to an Invoice it would save time if there was a check box to "attached ALL files to online Invoice" rather than having to tick each file.

    2 votes

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  13. Xero advertises 24/7 support. My idea is that this representation is amended to reflect what support is actually offered.

    Xero state that you can "Contact Xero for free and unlimited 24/7 customer support". To most people, the meaning of this representation is that you can communicate in real time with someone from Xero who can help. This is not the case.

    The advertising claim should reflect that, while you can request support at any time, you will only get that support when Xero staff have the time to provide it, based on their triage system.

    If you believe I'm being…

    6 votes

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  14. when printing or saving the employee summary report x group the name of the group doesn't appear. If doing multiple groups, this makes it difficult to know which group is which when referring back or from printed reports.

    18 votes

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     ·  4 comments  ·  Payroll  ·  Admin →
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  15. What happend -
    I imported invoices with an invalid account number. When I went to review the imported invoices in draft, the new invoicing AI technology selected suggested account codes for me, almost to fast for me to notice the account code was blank

    Why this is important -
    The "review draft invoices after import" step is critical in getting it right - I should be able to review exactly what I imported to see where the mistakes are. I can see this being an issue with integrations where invoices are imported via the API

    What Xero can do - …

    16 votes

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  16. The week ending period on the Timesheet Detail Report is Monday to Friday and cannot be adjusted.

    Oaur pay week runs from Wednesday to Tuesday. We have to duplicate data on an Excel spreadsheet for reporting for management.

    It would be very useful if the week ending period could be edited so we could use the reporting in Xero and save time processing payroll.

    23 votes

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     ·  7 comments  ·  Payroll  ·  Admin →
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  17. Since Xero has little to no features to help manage data privacy, please can we have the ability to show date added on Contacts. Even better, date of last activity - and show them on reports?

    If this isn't possible, custom fields would do as notes do not show up on the export.

    Thanks

    2 votes

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  18. I think it would be really beneficial to be able to scroll through invoices whilst in a contact by using forward and back arrows to quickly see the history of all on the invoices entered. It would also be easy to find the most similar invoice that you want to copy.

    2 votes

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  19. Please can Xero add an Employee 'Known As' Name Field to the Employee Record, and show this alongside the legal name, on the Employees Homepage (& when running payroll) with the ability to sort alphabetically by this 'known as' name in both places.
    Nearly half of our employees go by names that are not their legal name. e.g. Annie = Kit Yee, Kate = Catherine, or go by their middle name instead of their first name.

    This issue is making running payroll ever more difficult and the potential for error incredibly high, as often the legal name bears no resemblance…

    5 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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  20. When adding products from suppliers, it would be great to be able to add multiple suppliers details on one product (to save having the same item listed multiple times with each individual suppliers codes/costs etc). For example Supplier 1: Coca Cola Cans, Code: 1234 Cost: £12.99, Supplier 2: Coca Cola Cans, Code: A1244, Cost: £19.50. Rather have Coca Cola saved twice had sections within that product for multiple suppliers.

    1 vote

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