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  1. I currently use Xero Files to store documents. Most of the documents are PDF's but some are Excel spreadsheets. Unfortunately, Xero Files doesn't recognise duplicate documents so, when uploading to Xero, it's necessary to compare the Xero file with my personal file in order to determine which documents need to be uploaded. It would be good if Xero Files recognised duplicates so all documents could be selected for upload with Xero simply flagging the duplicates with an option to either "skip" or to "skip all".

    1 vote

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  2. Can we please have a few new GL Account categories so that the P&L can be printed in the standard format to show EBITDA, EBIT, Profit before Tax and Profit after Tax.
    Should be a fairly simple addition to the available categories, to add Interest, Depreciation and Tax as categories would enable this.
    This could also help with the enhancement of the Cashflow Reports.

    28 votes

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  3. When creating invoices there should be a box that when ticked adds the invoice to an email cue. So that at the end of the day you can send the invoices you made and ticked that day to customers. It's really annoying having the invoices separated into several different sections and then having to go and select each individual customer to then send the emails to.

    2 votes

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  4. I think the idea of Xero Projects is great. However, it requires a lot of hand-holding and reentering information to go through a project life cycle.

    Here are my top 10 improvements I think would make a FAR smoother experience.

    1. Pull through items quoted into the project as tasks once 'started'. This should be a bare minimum. At the moment tasks have to be manually added to any project.

    2. Push the project title into the reference tag so it displays in the Xero invoice list (otherwise there is no high-level description of what the job is for an invoice). Or…

    4 votes

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    That's a few points you've listed, Nicholas. Sorry it's taken a while to respond to you here, and do appreciate the feedback.

    It's best for each point you've raised to be recorded as separate ideas so the community know what they're voting for, we can get a clear sense of interest in what customers are wanting to see, and we can keep you updated if a particular idea progresses.

    We have a few ideas that have been started and appear to relate to things you'd like to see too, I've adjusted the title of your idea here to represent your point on adding the project title to the Quote reference but for the others I'd recommend starting new ideas for each of these so we can start to track the interest from the community.

  5. I note there are repeating (aka recurring) invoices and bills.
    I would like repeating quotes as well because every year, we issue a quote to some of our clients for maintenance agreements or hosting agreements. It is basically the same quote every year except that the amounts are adjusted for CPI

    9 votes

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  6. Expenses, the Categories field should be wide enough to display the text on the website. Note that the mobile app works fine.
    Or there should be the ability to nest categories.
    As a web developer, widening the Categories field should be trivial. Apparently not according to Xero support....

    3 votes

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  7. Job Car Creation with Check list for empployees

    Having the Ability to do all things in one app without intergration would be ideal and more cost effective and productive.

    Simple

    1.Creating Jobs
    2.Add Customer
    3.Add Vehcile/Vessel
    Port & Starboard - Model Numbers, Serial Numbers
    Generaor Model Number, Serial Numbers
    4.Add Fault Description
    5. Engine Hours
    6.Trailer Brand
    7. Trailer Details - VIN, Model Number, GTM, ATM, Overall Length, Overall Width, Materail

    Everything needs to revolve around job Numbers

    1 vote

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  8. There needs to be a feature to turn off automatic notifications when an employee changes their bank account,
    Every time this changes in our system our Accountant gets an email.
    Apparently there is currently no way to turn this feature off.
    A bit irritating for him to say the least...

    25 votes

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     ·  6 comments  ·  Payroll  ·  Admin →
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  9. Enable tax AMOUNT instead of the rigid tax rate in Bills.

    If you consider a Zoom phone bill, there are 3 different taxes that apply to the bill (1 Federal + 2 City). Tax rates simply DON'T WORK, Xero is too rigid.

    Why not offer a simple tax AMOUNT box where we can type a USD amount, instead of forcing some tax rate?

    And it's exactly the same for INVOICES.
    The ability to set a tax AMOUNT rather than a tax rate is indispensable.

    1 vote

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  10. A few things I've noticed that annoy me that I think could be tweaked;

    • Duplicate bills screen is a complete waste of time in its current state. Either change the parameters for what flags as a duplicate (ie - if it's the same amount, it should also be the same date, or check for duplicate reference numbers attached to the same supplier). Also give the option to ignore all duplicates from certain suppliers or if something appears, an option to never remind for this supplier & amount again.
      Also there's a button to provide feedback that doesn't work.

    • The new…

    3 votes

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  11. Ability to add project financials rerporting into an advisor template report

    Being able to build a management report template that includes project financials seems like a no-brainer. but you can't do it at template level. You have to start with the existing template for a managmeent report and build a report from scratch for each client.
    You can't even take an existing template and add in a project report.

    3 votes

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  12. allowing users to create proffessional comprehensive mechanial & electrical checklists, printable files attachable to jbs cards
    job card creations with details on faults
    parts sheets for parts used & ordered

    1 vote

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  13. Track Sole Trader Wage Withdrawals

    1 vote

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     ·  0 comments  ·  Payroll  ·  Admin →
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  14. Intergrating with Nab Bookkeeper

    1 vote

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    Hi Zachary, appreciate you sharing your feedback on how you'd find Xero even more powerful for your business.

    Being upfront we don't typically develop integrations ourselves. However we have a Developer Centre where interested parties can get information if they'd like to develop an integration with Xero.

    I'd recommend connecting with Nab bookKeeper to see if this is something they'd be interested in building and you're welcome to share the link above.

  15. Withholding tax (WHT) in Saudi Arabia (-5%). Allow option to add negative tax rates in Xero.

    1 vote

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  16. it is great to have all accounts appear in the financial statements. It is useful to monitor all accounts at once

    1 vote

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    Hi Aisyah, sorry we've not responded to you here sooner. Could you share more detail to help in interpreting your idea here? Is there a specific report you're running where not all accounts are showing?

    Earlier this year we release an enhancement to be able to show a nil balance in reports - I shared an update on this here. Does this achieve what you're in need of here?

  17. EMAIL DESCRIPTION OF INVOICE-SHOW GST INCLUSIVE PRICE-When selected "Include action to online and detail summary" for the email template, the email that is sent shows a description of the attachment (invoice) in the body of the email, but it has each item GST EXEMPT then the GST is listed at very bottom. It iss very confusing for some customers.

    1 vote

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  18. A user that has limited access but needs to be able to filter from the main screen not just start date and end date - it needs further drill down options

    1 vote

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  19. We need a way to flag a transaction, either a sales, bill or account transaction that can then be pulled into a report for review before finalising BAS's etc.

    Whether that be a spend money that you are awaiting a Tax Invoice for, a bill that is in dispute, or a sales that need follow up.

    Could it be in the Bank Reconciliation menu where you can then pull the "discuss" notes into a report and the query notes could be there?

    8 votes

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  20. AI automated Supplier Statement Reconciliation! To allow business to match the invoices in their bills to pay with the invoices shown on their suppliers statements to ensure none are missing and everyone is paid on time without delays. We are currently looking to outsource to external parties not related to xero to do this so it is possible to implement. But to have it centralised and available within xero would be great. By automating this process allows for focus towards other accounting and business aspects.

    Perhaps displayed in a similar way to the bank feed reconciliation screen. If we can…

    29 votes

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