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  1. There needs to be a better matching system with Xero.

    For example I have two statement lines that cancel each other out. You should be able to match two statement lines to each other rather than creating invoice/bill to reconcile each line.

    Additionally, being able to reconcile multiple statement lines with multiple invoices/bills, overpayments or prepayments needs to be a thing.

    7 votes
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  2. It would be great to be able to stream leave approvals by team so only a team leader gets to see/approve their own team rather than everyone's leave applications

    4 votes
     ·  2 comments  ·  Payroll  ·  Admin →
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  3. Short term cash flow projection, please can you update it to show bills with future dated payments?

    Once our suppliers bills are in for the month, we often set bank payments up for them for their due date so that we don't' have to keep remembering to make payments. If we mark them up with a future payment date, they are removed from the cashflow forecast. It would make much more sense if they appeared in the cashflow on the date they have been set to pay.

    6 votes
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  4. Bulk upload of check data into registers for printing using excel or third party. Not the same as paying via check bill payment.

    4 votes
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  5. Make the default items viewed on reports, journals, invoices etc the maximum you can view not 10 or 25

    1 vote
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    Hi Paul, while we don't have any immediate work planned for this is there an ideal # of items you'd like to set as a default per page? 


    Just to keep things transparent, in the way features in Xero are developed, it's unlikely that this would be implemented across all areas at once. You may notice with the recent update we have being rolled out in the Reconcile page you can now see 50 statement lines at once. Also from within Products and Services, if you change the # of items per page, this selection will be held when you navigate away. A couple of exceptions for this would be if working in incognito mode or switching between browsers. 

  6. Can we please add a feature to allow you to view the inactive Chart of Account Codes? This can show when the last transaction was and highlights which account codes are inactive that may not be needed.

    2 votes
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  7. The mobile app currently does not ask you to confirm your password when you setup a pin for your account. If you were to miss-enter your pin, which is easy to do, you essentially immediately lock yourself out of your account. The system should ask for a pin, then ask you to confirm the pin before finalising it, allowing you to go back a step if you enter in the wrong pin.

    2 votes
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  8. Add attachments to draft invoices in bulk. E.g add the same attachment(s) in a single step to multiple draft invoices

    21 votes
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  9. It would be helpful to have the reports, once exported to Excel, already formatted, so that the Nil values are shown as a 'dash' as opposed to '0'. This is particularly useful when there is a large report or several reports with lots of data. It is more efficient when it comes to reviewing the figures, and saves having to custom format the individual reports. We have also had clients, who still prefer reports on Excel, ask for reports in this format, it is time consuming having to change, especially when it is a large reporting pack.

    8 votes
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  10. I am looking to have the cost price included in the Inventory item details report even though the item is not tracked.
    We sell a service and we cannot track the item as there is no amount to it.
    But when running the report the cost price does not show

    2 votes
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  11. Ability to have the prior year comparatives track the report periods. Currently if a variance column is added to the reports the "Compare with" disappears.

    2 votes
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  12. Currently Xero Expenses creates a single expense claim for each individual item.
    Normal practice for an expense claim is it contains multiple lines (different expenses), such as parking, a restaurant bill and a hotel.

    I would like to have the ability to group individual expense lines into one expense claim.

    I would then have a single bill to pay (an expense claim with multiple lines) appear in my Bills to pay, rather than one for each line.

    104 votes
    How important is this to you?
  13. Xero currently fails the Web Content Accessibility Guidelines (WCAG). This means that people with accessibility needs are locked out of being able to use Xero effectively.

    https://www.w3.org/WAI/WCAG21/quickref/

    A quick scroll through shows that Xero fails a number of criteria, such as:
    - 2.1 Keyboard Accessible (for example, on the new bills page, tabbing through the page includes tabbing through the search bar, and when you tab through the date fields this causes today's date to be included as a filter, which cannot be immediately undone using the keyboard without tabbing through to another field)
    - 2.4.7 Focus visible (if you…

    4 votes
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  14. The new Profit and Loss report does not filter the actuals AND budget by tracking category. You have to manually add the correct tracking category budget to the report. When you have 40 plus tracking categories this becomes time consuming and silly.

    The old profit and loss report did this easily. So the new report is a major step backwards

    Ensure the filter for the new profit and loss report filters BOTH actuals and budget, so the report is easy to produce and has meaning. Do not expect users to add the correct column for budget - particularly those less…

    49 votes
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  15. Old payslips should retain the correct postal address for the employee for that time period. Don't update the previous payslips, just move forward with the new address for new payslips. People use their payslips for various different reasons, and tracking/validating their address history etc can be one of them!

    5 votes
     ·  0 comments  ·  Payroll  ·  Admin →
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  16. Right now it's not possible to run the statements for a contact having different currencies. The statements will show the outstanding amount owed according to the default financial setting currency of the contact. It would be nice if we invoice a customer in different currencies to be able to produce one statement showing the balance even if it convert the other currencies to the default currency. Or produce different statements selecting the different currencies each time without having to go change the default currency in the contact each time.

    2 votes
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  17. Please add an opening balance for the Working Holiday Maker tax rate

    When a Working Holiday Maker (WHM) reaches the earning threshold of $45000 they must be taxed 32.5% (instead of 15% prior to $45K per financial year). When an employee is set up in Xero as a WHM this tax calculation is automatic as along as the full $45K was earned with the current employer. If the employee has earned $45K prior to starting with a new employer Xero will calculate the WHM tax as 15% instead of 32.5% and there is no option to set an opening balance.…

    15 votes
     ·  1 comment  ·  Payroll  ·  Admin →
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  18. When you have two or more invoices in multiple currencies from the same payee, you are currently unable to reconcile them to one payment.

    21 votes
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  19. With the recent changes to MFA dropping the remember devices from 30 days to 24 hours, the MFA prompt is now far more often (which is of course more secure) however it does slow down login.

    Could you please look at updating the MFA configuration to allow push notifications to the mobile authentication app, or better still the number match, which is far more secure. Examples from Microsoft is below, but the priciple would apply in most major platforms.

    https://learn.microsoft.com/en-us/azure/active-directory/authentication/how-to-mfa-number-match

    This would improve the user experiance over the token, but also improve the security overall.

    Thanks
    Dave

    26 votes
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  20. It would be great if Zip could be categorised correctly as a "Buy Now, Pay Later" service, rather than "Credit Card" payment service. This would allow us to integrate it with xero invoices along with Stripe for example. Currently they come up in the same category so we can only choose one. Maybe it's time to add a buy now, pay later category for after pay etc as well.

    6 votes
    How important is this to you?
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