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  1. Can you get the new TB to download with the account code and description in the same column as was possible in the old TB. (see attached)
    It's a great column to upload into tax software as a description, instead of having to mess about with 2 separate code and description columns.

    1 vote

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  2. Foreign currency gain loss report to show the invoice contact too

    1 vote

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  3. Another product idea to suggest is to have Account transactions report account code GST control account to also show the related account
    For example invoice number and invoice amount on how the tax amount derives from.

    1 vote

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  4. Kelly Munro shut down discussion on an idea I suggested, because she was under the mistaken impression that she had resolved the issue, which she had not. I suggested that it would be useful to be able to allocate payment of purchase invoice against overpayments and credits. While what Kelly suggested was correct - that this is possible to do when an invoice is first raised, it is only possible at this stage. It is not possible later. I have a client whose main supplier operates a very complicated system of prepayment for orders. This results in a large number…

    3 votes

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    Hi Heather, while maybe slightly brash do appreciate the feedback. 

    With your added detail we're happy to have the idea in the forums here that we can get a feel for the appetite on - You're always welcome to reply to an update I've shared on an idea too and we can review this. 


    Please understand it's not my intention to inhibit customer feedback, but will do our best to highlight and share places where features and capability in the product do exist but may just be unknown by users. 

  5. It would be useful to have some sort of 'notes' section within each bank account. We have several bank accounts for various purposes (mostly to use as 'savings' for various tax liabilities (for example, corporation tax, VAT etc)-but it would be useful, for managing cash and future liabilities to have a notes section to keep track of what is due and when, rather than having to do either run a VAT return or P+L every time I need to remind myself and how much needs to be put aside.

    2 votes

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  6. Please consider adding templates in your quoting section , this is a simple but extremely helpful and time saving tool to have when quoting , saves huge time and at the end time is money.

    The inventory items in the templates need to automatically update with latest prices when utilized.

    Really hope you consider this …

    10 votes

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  7. Ability to add "description" column on the individual contacts page. We often need to look through a supplier/customer to quickly see what types of purchases/sales we make, so having descriptions on this page is needed. Currently we have to run a report which is an unnecessary long way around.

    13 votes

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  8. Aged Receivables + Payables reports - Ability to add SUM formula to Total Column when exported to Excel (like old reports had)

    1 vote

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    Appreciate your feedback on the change from older reports to new. While we don't have any direct plans for making updates to the formatting of formulas when exporting to excel we have just made some updates to excel export of reports I wanted to highlight for you here, where we've;

    • Adjusted the default zoom from 150% to 100%, and slightly change the size of title and currency fonts to make the report easier to read
    • Made small changes to the formatting of cells in rows to create more consistency across the report

    We'll stay tuned into the support for other changes coming through the site here an let you know if there's any news on this, here.

  9. Xero Expenses - Can this screen be displayed, like Bills to Pay and with a freeze frame set at the top of the information, so 'New expense' stays put when scrolling?

    1 vote

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  10. Many super fund member numbers have special characters, eg, dash '-' or underscore '_'.
    At the moment, only numbers can be entered as the Member Number, which means any member numbers with special characters are deemed 'invalid' by Xero. This means we are unable to process super payments for the staff member.

    4 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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  11. We would like to request that the General Ledger able to generate with currency amount, currency rate and currency balance.

    Thank you

    2 votes

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    1. Purchase orders reset to 'include GST' ever time you start a new PO. Why does it not just remember the last setting like invoicing does. (Or an option to lock it to a setting)

    2. Ability to add more information to invoices like customers phone number or email. It's an option. Saves warehouse staff or anyone having to look up the information. (At this time I use the country for the phone number and contact for the email)

    1 vote

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  12. An Information message to advise implications of editing the "Account Type" when posting a bill for a Fixed Asset.
    "If an approved bill or spend money transaction is edited, and the account code is changed to one with a Fixed Asset account type - a draft asset won't be created". ie- it does not automatically update the transaction to include the item on the fixed asset schedule. Unless the item is manually added to the fixed asset register, it will not be included in subsequent depreciation runs.

    Ideally the system should be designed to fully complete the edit or should…

    11 votes

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  13. Expenses search and sort.

    If you only have access as a user and not full access to the accounts, searching past expenses is a painful experience.

    What a painful thing searching for expenses in Xero is.

    Can't filter by date range, or search for a particular description, or search by account. And they're in some unfathomable order which you can't sort by date.

    Suggestions: Sort by date option to help answer questions like 'did I remember to file that expense 3 months ago'

    Filter on date range: 'Show only expenses between January and March last year'.

    Search on description: List…

    16 votes

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  14. It would be nice to be able to have our company name on the check voucher so the vendor will always know who the payment is from.

    7 votes

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  15. The upgraded Quotes layout does not allow me to attach pdf's from the Files Section.
    The only way to do this now is to download pdf from Files. Open Quote and Save it. Upload pdf.

    This has significantly slowed down the workflow - please can Xero Quotes be able to add attachemnts from Files and before Saving.

    5 votes

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  16. Ability to customize quotes and invoice templates to include contact's phone number(s), similar to including address.

    17 votes

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  17. Some xero reports can be run by last month, last quarter, last financial year etc. The above report can only be run by entering specific dates. Could this report have the same pre set date options added? This would be useful for client query lists for monthly/ quarterly BAS Returns, annual accounts/ tax returns etc

    2 votes

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  18. Have an itemised subscription invoice by Xero Organisation, so that it is easy for us to on charge the costs to our clients.

    18 votes

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    Hi everyone, while not completely solved, we've made a recent addition to the client export which now allows you to export the Subscriber Email. This should help provide a better view and filter your clients subscriptions through the export file. 

  19. The longer I use Xero the more supplier invoices it stores.
    When I use the recent bills report it takes so long to go back to the beginning 2015 in my case before it allows you to put in a date search.
    It would be great if we could have a function to archive old supplier and customer invoices- not losing them altogether but just in the background to be viewed if needed.

    5 votes

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