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  1. I’ve noticed that when we download reports from Xero in Excel, the file name usually includes the company name. However, in the case of exporting the Chart of Accounts, the exported Excel file is missing the company name.

    Could you please inform the development team to ensure that the company name is included in the file name when exporting the Chart of Accounts in Excel or PDF?

    Thanks for your support!

    2 votes

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  2. Hi Xero,
    It would be great if the status of bills/invoices that are partially paid could be highlighted in a different color and labeled as 'PARTIALLY PAID' or something similar.

    3 votes

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  3. To be able to add a description column on Xero when looking at Bills or to even add Project number as a column so we can see what Bills relate to Which Project

    6 votes

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  4. We have multiple employees that have various deductions from their wages. This is causing the pay slip to spread accross two pages which is concerning as they may miss important information like messages at the bottom of a pay slip.
    There needs to be the either:
    1. The ability to change the payslip layout
    or
    2. Have two or three template options to choose from.

    Currently the whitespace at the top of the payslip could be utilised. The required business and employee information is great but could be in a better layout. Move the business information to the left, employee…

    2 votes

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     ·  2 comments  ·  Payroll  ·  Admin →
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  5. Currently there is no discount field on the credit note form which creates a fundamental flaw in the xero system. If you look at the attached invoice report you will notice that all credit note entries have no amounts in the discount column even though they all have discount. This overstates the discount amount when you calculate the total discounts because there are no discount credit amounts to correct the discount. We recommend adding a discount section to the credit notes form to correct this as the report is incorrect without this.

    11 votes

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  6. Payroll report to show employer total costs per employee

    6 votes

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     ·  2 comments  ·  Payroll  ·  Admin →
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  7. Ability to add a note for the bills sent to directly to Xero.
    For example a reference for the bill.

    2 votes

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  8. When using the Reconcile Period feature for clients with multiple bank accounts, it is time-consuming to click in and out of each account to check if reconciliation is needed. It can also be difficult to remember which account you left off on, especially when reconciling at different times throughout the month.

    Displaying the ending date of the last reconciled period next to "Reconcile Period" and/or on the dashboard would provide a quick overview of the last reconciliation for each account, improving efficiency.

    3 votes

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  9. I work in a "unique" business so some description is required before I get to the crux. A Horse Racing Club. We run up to 20 races a year. The same staff can work at multiple races throughout the year (bar staff, barrier attendants etc). We have a chart of accounts that boggles the mind (as prescribed by Racing NSW so non negotiable) and we also need to allocate race day costs to those "jobs" (very easy to do in MYOB) - including wages. Would like to change to Xero to make life easier HOWEVER cannot allocate race day wages…

    3 votes

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  10. When reconciling an item that comprises an invoice plus a bank fees adjustment, it would be great to be able to use TAB to select the contact, account etc when completing the adjustment part of the transaction, like you can when coding literally anything else. Almost every time I go to code the bank fees adjustment, I type in the contact, hit tab, belatedly notice that nothing has been selected, face palm myself, then have to go back, type the contact in again, hit RETURN and then TAB, for both the contact and for the account type. When creating any…

    2 votes

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  11. In the bank feed, recognise transactions that cover a supplier or customers total balance, or multiple bills/invoices paid together rather than only suggesting matches for 1 invoice/bill.

    5 votes

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  12. On organizations you have using bank feeds, a pdf of the bank statement should pop up in Xero once the bank publishes them. QBO has this feature so easy to look at a bank statement while reconciling the account and will also show pictures of the cleared checks.

    11 votes

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  13. I'd just like the cursor to already be IN the search field when I open Contacts please.
    Thanks

    2 votes

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  14. Option to include draft invoices in the short term cash flow

    8 votes

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  15. Would be really useful to be able to run a report of employee’s birthdays.

    14 votes

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     ·  1 comment  ·  Payroll  ·  Admin →
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  16. I am having problems with Xero automatically changing my due by date when I adjust the invoice date. I found a previous post where someone had the same problem and it was marked as resolved. But that is not the case. We often draft invoices for a customer - with carefully calculated due dates based on the service to be performed. When I go back to issue and approve the invoice - the invoice date changes but I want the due date to stay the same. I have to recalculate now as Xero changes it. Can this be fixed -…

    2 votes

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  17. 1 vote

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  18. Add a total invoice amount at the top of the screen like the old invoicing format. It's a pain to open an invoice and have to scroll all the way to the bottom to find the total amount of the invoice, especially if it's a long invoice. The old invoice format shows the invoice total at the top of screen

    6 votes

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    While we don't have any direct plans for adding a total back at the top of the invoice, it'd be good to get a sense of the interest if this is important to others in community here, too.

    Though I appreciate it's not a solve for the idea. To help speed up getting to the bottom of the page on those lengthier invoices, Julie you may find using the 'end' button on your keyboard helpful 🙂

  19. It's good to see you have extended the period before removing classic invoicing because I still need to revert to classic for certain features that are missing from the new system, namely:

    1. The ability to copy invoices to Bills and PO's - this is an important feature that I use regularly
    2. Send invoices via Xero network - again this is a feature that has been useful especially for invoicing between subsidiaries.
    3. Save and continue feature, I don't like the auto save feature because it continues to update the history and notes while I am still adding details to the invoice…
    5 votes

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    Appreciate your feedback here, Helen. We already have existing idea that we've added your vote to for the first 3 points you've shared. You'll receive any updates of progress for these separately. I'll just adjust the title for your idea here to reflect your last point around the formatting of a contact name. We'll let you know if there is any change planned for this, here.

  20. Have a record / copy of the debtors statement email attached to the contact profile so you can see the history for debtors management.

    3 votes

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