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  1. The Blank Report only allows Account Codes in rows. It would be good to have the option to Tracking Options for a particular Tracking Category, and Dates in the rows, and Account Codes in the columns. This would be particularly useful as the current Tracking Summary report is quite inflexible (you can't filter for a particular Account Code, nor edit report titles and labels).

    1 vote

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    Hi Lee, we appreciate your engagement and letting us know how we could improve the Blank report for you.

    We've reviewed your idea and now it can gain support from other community members.

    Along with votes, others can now comment to share additional detail about how your idea could improve their experience with Xero.

  2. 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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  3. 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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  4. 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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  5. Xero decided to limit the number of billable expenses one can view at a time when invoicing to 10, as was explained to me, because some organizations have a large number of billable expenses and it taxes the system and slows down the process of invoicing if more than 10 show. The exact opposite effect happens, however. Now, one has to page through dozens of windows to find the billable expense, instead of simply scrolling through 100+ bills. Even worse, there is no way to sort the bills, so the target of the invoice may be on page 36 taking…

    1 vote

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    Hey Scott, really appreciate your feedback on our update here. We want to be transparent that the change to billable expenses in invoicing was something that we implemented due to lots of feedback that we received, and we don't have intentions on returning to the previous behaviour. On review, we first marked this as feedback based on it being a removal of a new feature, however we will shift this to Not in Pipeline to set expectation.

    This means other members will still be able to vote on this idea, and we can track if this is still an idea that trends.

  6. You can't create a stand-alone worksheet for depreciable assets then feed the figures to a chosen label. Depreciation has to be created within the label e.g. rental worksheet/D5/D1. For assets created within a rental schedule you can print nice depreciation worksheets. For assets created at other labels, you sometimes can't print a nice worksheet and the information displayed at the label is limited. The assets worksheets attached to a rental property in a Trust return doesn't show the cost or acquisition date of each asset.

    1 vote

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    Thanks for sharing your idea with us, Jennifer!

    We've reviewed your idea, and it's now open for the community to support.

    Other Xero users can now vote for your idea and add comments to share how it could enhance their own Xero experience.

  7. Quote- Multiple formatting options in the "Summary" section.

    In the service delivery business the quotation is also your proposal. Having the ability to use bulleting or numbering as well as bold text or underlining would greatly improve the look and feel of your proposal when the "Summary" section is used to describe and summarize the work or project you are quoting on.

    2 votes

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  8. 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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  9. 1 vote

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  10. Add an additional pay frequency of 4-4-5 which is a very common pay frequency in the UK for service based businesses with hourly payrolls. Payroll is process in 4 week, 4 week and 5 week intervals over a year meaning essentially 4 x quarters of 13 weeks.

    2 votes

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     ·  1 comment  ·  Payroll  ·  Admin →
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  11. eInvoice option should be able to be set in a clients contact card much like the Xero to Xero network key or as an option where these options are when emailing the invoice.
    Include files as attachments
    Include PDF attachment
    Send me a copy (Email Address)
    I feel that the new changes have made things slower for Clients and bookkeeper's
    Some of the updates are not as straight forward.

    9 votes

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  12. 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.

  13. 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

    4 votes

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  14. In the Account Transactions report, the Grouping / Summarising box should allow you to group/summarise by Financial Year.

    For example so you can look at multiple years in a row, but you still get subheadings/ breaks for each financial year. This would be really helpful when looking at recurring expenses like finance / insurance payments.

    Thanks

    2 votes

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    Thanks for your engagement and sharing your idea here, Phil.

    We've reviewed your idea and will now watch as it gains support from other community members.

    Along with votes, others can now comment to share additional detail about how your idea could improve their experience with Xero.

  15. 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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  16. 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…

    5 votes

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  17. 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.

    6 votes

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  18. The new Grow subscription only allowing for one employee is really tough for accountants operating in the micro-business space, as many of the small businesses that I have been working to get onto Xero are either married couples or two business partners who need exactly two payroll employees, with no intention to grow beyond that number.

    Having to jump from Grow to Comprehensive just to add a payroll user is prohibitive for a lot of my clients, and knowing that this is the case is stopping me from recommending Xero as a product where it would have been a no-brainer…

    7 votes

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  19. Currently you are unable to concurrently search and sort results in manual journals, and can only do one or the other. Searching resets the sort to default (newest first), and sorting clears search parameters.

    Please consider adding the ability to do both.

    2 votes

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  20. We have a lot of transaction that include GST, but only on part of the purchase. (Mobile catering business where we shop a lot in supermarkets.) When adding details, it has been very helpful to have the transaction already split into two lines for GST-able component and GST-free component. When entering the amount of the payment that includes GST, (which has to be calculated as receipts mostly show GST included), it would be great if the GST-free line auto-filled with the balance. Obviously this wouldn't solve every breakdown of expenses, but it would save having to use the calculator where…

    2 votes

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    Not something we have immediate plans for but appreciate the detail in your idea here, and we'll start to get an idea of the votes from community in this.

    In the meantime, will be dependent on how you enter transactions, but perhaps Bank Rules could enable you to apply based on proportions?

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