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  1. I'd like an easy way to make a note on a transaction or other unique information without it having to be "found" in the notes and history at the bottom. I'm trying to give a bookkeeper/advisor a bunch of notes at once, and it would hugely helpful if somehow there was a way to send her something or have a "log" of some kind that showed my recent notes, with easy links to the transactions, so I don't have to do screen shots and send outside of Xero etc.

    4 votes

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  2. In Account Transactions reports, you should be able to add a column for "modified date". This would be extremely helpful when reconciling between information submitted to HMRC and the information in the nominal. I am no QuickBooks fan, but this is one feature that they have that Xero does not.

    4 votes

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  3. Hi, Can i check is there any mobile space for moving long space to show the full no. of " NUMBER" row due to i unable to see the document no.in full in "Purchase Order" page.

    3 votes

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    We're grateful for your engagement and letting us know the changes that matter to you.

    Our product team are looking at improvements in the purchase orders list, however at this stage we're unable to confirm if this is something they'll be looking to solve. We have eyes on this idea and I'll share if there are any updates for this specifically, here.

  4. I'd like to request the integration of a WesBank loan feed, similar to the bank feed functionality. This addition would significantly improve efficiency in managing loan transactions within Xero.

    3 votes

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  5. It would be great to make the tax rate (and account code) mandatory when creating quotes. This is a fail safe way of ensuring the gst is correct on quotes.

    17 votes

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    Appreciate different businesses operate differently when setting up and approving deals. Some businesses specifically leave off detail from quotes for their own circumstance too. 

    Imagine this'd need to be an optional org setting, and not something we have plans for right now but we'll get a sense of the interest here. 

  6. When raising an invoice, add the functionality to 'select all' lines, to add to assign to a Project.

    When creating an invoice, even from within a Project each line has to be manually assigned to a project.
    Even if an invoice is copied from a previous one from within the project, the project information is not copied over and each line has to be assigned individually.
    This is very onerous, especially when there are numerous invoice lines.

    When actions are taken from within a Project, Xero does not seem to carry this information through, which is very poor.

    41 votes

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  7. Ability to change a bank account to a different account type. e.g. A bank account that should be an equity type was added as a bank. To resolve this requires adding a new equity account type, transfer the bank account balance and archiving the old account. These could be avoided if we are able to change the account type in the COA.

    20 votes

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  8. After uploading or emailing files to Xero, have it perform some sort of OCR and create a transaction, or spend money or something. It's almost like opening a beer and not drinking it. Please Xero at least 'take a sip'. Just left MYOB ofter 10 years, this is automatic in MYOB! I think the idea here is to make the computers do more work and we do less......right?

    4 votes

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    Hi Scott, returning to your idea here I wanted to share a few different options depending on your needs that could help. As you may be aware we have Xero Expenses that has a capture element that will read your receipts that are uploaded to transcribe into the expense claim receipt, alternatively there is the ability to email to bills to capture and create a draft bill in your organisation, and we also have a new feature in bills that'll be rolled out to everyone soon where you can upload a file directly from your device to create a draft bill using the detail of your upload.

  9. Allow a default bank account to be set for Bill Pay or Spend Money transactions

    8 votes

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  10. When go in to view/approve timesheets have the ability to set a default pay calendar to use (currently all pay calendars including archived pay calendars come up). And the pay calendar for last week (defaults to the current week which means need to scroll down and repeat each time you view/check a new employee). Not very time efficient

    6 votes

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     ·  2 comments  ·  Payroll  ·  Admin →
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  11. An import template for importing bank spend and receive money transactions. Now that Datadear is longer available for Xero clients as an app there is no way to import bank transactions

    108 votes

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    Hi everyone, we appreciate the support we've received through this idea. Without beating around the bush we don't have any short term plans for enabling the import of spend and receive money transactions. This may be something we look into further down the track so we'll continue to track and review the idea here.

    For Xero Partners you could look to use the Conversion toolbox to import bank transactions for your clients.

  12. Currently a Xero customer can chose to include or exclude late claims in a GST Return. What most Xero customers don’t appreciate is if they chose no then the late claim adjustment vanishes until their accountant prepares the year end reports. This can leave a client vulnerable and oblivious to significant errors over the course of a year. In my opinion at the vary least if a client says no then the late claims should be progressed to the next GST period. A phase two development could be providing the option of what adjustments can be included and what should…

    3 votes

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  13. A 'select all' feature to approve all unapproved timesheets would be great.
    8 plus years now of having to tick in a tiny box for all my casual/part-time staff is getting a little tedious, especially when a slight error opens the timesheet up and you have to then back out of the page to start all over again.
    It shouldn't be too hard from a coding point of view should it?
    Thanks, Bob

    2 votes

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     ·  1 comment  ·  Payroll  ·  Admin →
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  14. We receive an email each month with a link to the invoice, which we can then print to a pdf to download & attach to another email to send to Hubdoc or Xero Bills.
    Many businesses have a 'do not click links' policy.
    Please attach the pdf invoice to the original email to save all your users those extra clicks.

    77 votes

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  15. Multi row edit UI on expenses.

    I recent moved from Expensify, I've lost about 4 hours of productivity each week having to manually open and update 100s of expenses each week.

    I’d like to be able to update categories and VAT status on many tickets at once, a simple list view UI with checkboxes on the left and the ability to update more then one row at a time would work well.

    4 votes

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  16. I would love to group select untracked expenses in Projects then drag and drop them into their expense category

    If the untracked expense could sit in one column and the expense category in another that would be amazing so you can easily reference the category then drop accross from column to column

    4 votes

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  17. Weekly Payroll calendars and get paid monthly.

    It would be advantageous if timesheets can be submitted daily and approved daily.
    Reason: approved cannot remember hours staff worked last 30 days. approver has to make a note of hours and then refer to notes when approving timesheets submitted.

    44 votes

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     ·  14 comments  ·  Payroll  ·  Admin →
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  18. Include a new field in Payroll Employee data with employee number. Employees will have a unique identifier in Xero. For any new employees, Xero will generate a unique number.

    71 votes

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    26 comments  ·  Payroll  ·  Admin →
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  19. Include the option to show the invoice reference, instead of just the number, in the Quotes & Invoices page of the project

    11 votes

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  20. I would like to be able to see Customers and Suppliers on the top bar, without having to first go into contacts, this would make looking up customers or suppliers easier with less delay. I often select the wrong one in error and then it takes even longer.

    1 vote

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