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  1. To be able to only export a selection of sales invoices (or customers) and / or bills to pay (suppliers). Now you can only select on date or name via the search option. This will make it easier to send a selection of sales invoices and bills to pay in excel to customers or suppliers. (see file attached).

    1 vote

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    Hi Marit, as shown when you've picked selected invoices and click the Export option only the one's you've selected will be exported. It sounds like you may want to search by a different term / field? If so can you share a bit more detail here to help when sharing your feedback with the team? Thanks

  2. Our work is often quoted at the project level, with invoices being issued monthly for the duration of the project until the quoted amount has been paid and the project completed.

    Currently, we create the quote, and then subsequently create invoices - manually keeping track until the quoted amount has been invoiced, at which point we mark the quote as invoiced.

    It would be helpful if;
    - We could split the quote into N invoices automatically with the total invoiced amount over N invoices equalling the amount in the selected quote.

    OR

    • When a quote is marked as accepted but…
    2 votes

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  3. Example we explain here is a 4 line Purchase Order in CSV format which, using the Bills To Pay Template, we are importing in my test Xero platform.
    Each line in the PO use a different Account Code from our Chart of Accounts.

    In brief, if we leave any of the Account Code fields empty the system does not seem to want to import the Supplier Contacts Purchasing Default Account settings.
    I have tried all versions of this import and the only one I can get to work is one where all the fields are completed.
    This means we have…

    1 vote

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  4. 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.

    9 votes

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  5. please remove ACTION column under bills tab - don't push your products on your customers. It is a real turn off. The check mark under the column is greyed out. Let your customers remove please. Right now it isn't possible.

    7 votes

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  6. 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.

    4 votes

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  7. 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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  8. Make the preview bill bigger and make it so you can drag and drop it to another screen.

    2 votes

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  9. Could the Accounts Watchlist feature have an option to have user specific watchlists? The accounts I want to pay close attention to as Head of Finance is different to what the Finance Assistant wants to see. Not all accounts are organisation wide specific.

    3 votes

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  10. Kelly, the procedure to copy an invoice was improved, but it is still erroneous. We have tracking category (department) recorded in customer's settings. But for some customers we issue invoices with the other department tracking category.

    New invoicing does not copy that "other" category. When the invoice is copied, all customer's default settings applied to it. In my particular case, it is wrong. I do not want customer's default tracking category; I want a copy of the INVOICE with the correct tracking category. In short, the new invoice is to be an EXACT copy.

    Classic invoicing did not have this…

    22 votes

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  11. Xero features a handy inbuilt calculator on its invoices. However, this feature is rather useless if one is populating the invoice with inventory items ("Products and Services") where the Cost Price and Sale Price have already been set, or migrating said items from Projects to a new invoice.

    Having the inbuilt calculator in the Sale Price text box when setting up or updating Inventory Items would eliminate the need to keep switching from Xero to a calculator app to apply the correct markup for each item. Better yet would be a dropdown menu feature like is found in Projects to…

    1 vote

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  12. It would help if the expected settlement dates for invoices (and bills) were based on past history rather than due dates

    4 votes

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  13. Being able to name planned dates would make it easier to manage payments when multiple users are setting up different types of payments on different dates.

    5 votes

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  14. Whilst being able to set-up a payment run directly within Xero is great and saves time, it can be tedious and difficult when trying to reconcile it on the bank.

    There are two things Xero should add:

    There is seemingly no way in the bills screen to review previous payment runs. Something that at least would make it easier to check back at what was included in that payment.

    It should also put all payments from one payment run as one batch payment in the bank rec screen. Otherwise no time at all is saved in reconciliation as you still…

    2 votes

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  15. Currently the bill payments from Xero option does not support the Co-operative Bank (business). I would like this to be extended to the co-operative as soon as possible. The co-op bank tells me that they support token.io - can you consider supporting this?

    1 vote

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  16. It is essential to be able to add an Item code along with the Account on the expense claim. We are tracking item codes and reporting them to our management.

    1 vote

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  17. Currently one can only post 50 lines in an invoice. It should be unlimited as some clients have at least 200 lines or more depending on their line of business.

    3 votes

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  18. Payment processing - when we make a bulk payment on the bills screen they should be sent to a separate tab so that its easy to see when payments are being processed. This would remove the risk of duplication of accidentally processing bulk payments twice.

    1 vote

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  19. I would like to see the ability to type the tracking category into the field in the new invoicing, be available again rather than a drop down menu that its not user friendly or time saving. The drop down often jumps to the incorrect tracking category, even after the correct one is selected.

    2 votes

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  20. In the batch payment transaction screen you have the individual supplier name, bill reference, due date and payment amount but it would be helpful to have the bill date as well

    1 vote

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