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  1. bills summary screen - Add Total Bill Amount and Total GST to the Column Chooser and make the settings persist accross all Bills Tabs for the speciofied User and Organisation.

    2 votes

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  2. Make it so that an employees actual current leave balance is shown on an employee's record under the leave tab. Not just the balance with future leave applied. It's frustrating to have to download an employees pay slip to view these balances.

    12 votes

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     ·  2 comments  ·  Payroll  ·  Admin →
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  3. REMEMBER PRODUCT PRICE CHANGES

    Let's say you have a product you sell, and when last purchased, its cost was $5.00. Now you have purchased it 2 months later and it's cost is now $10.00, when you enter that bill, Xero should recognise that product is now costing $10.00 and change it in your inventory so it remembers it next time you enter that same part number... Instead of having to edit the price every time you enter an invoice with that same product - even just a pop up box when you close the invoice that says something along the…

    13 votes

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  4. Ability to create a separate proforma invoice function which allows you to make part payments against the proforma invoice, before being able to convert it to a sales invoice.

    Purpose: Users can easily manage part payments before sending their sales invoices to their contacts.

    105 votes

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  5. The recent changes to the contacts screen have done nothing but hinder our business. You have removed the "Payments in past 12 months" which is something we rely on heavily when managing our clients. There is now no way to see all payments by a particular client where there are credit notes applied or they have paid by different means (sometimes by card, sometimes DD and sometimes bank transfer) as we would have to search each account separately and manually pull out the credit note balances. Very laborious and this is information we use daily in our credit control procedures.

    3 votes

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  6. The previous Profit & Loss report allowed you to filter by multiple categories. There was an add t report function which allowed users to drill down into secondary categories and export ALL of the data into one report which showed 1. A P&L Summary, 2. Detailed expenditure for the chosen secondary category. The "Add to report" function allowed the user to export the entire category details as a whole.

    For our business this is critical. We are a bespoke project based company and use this filter constantly & No the project feature does not work for our business....I have tried!

    5 votes

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  7. Currently, you are able to pull the Contact Transactions Summary and ledger for only one contact at a time.

    If you can add the ability to pull more than one contact's transactions at a time, it would be great. It should work the same as "Account Transactions" where you choose the accounts you want to pull, just for Contacts.

    5 votes

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    Hi Elizna, you can run the Receivable or Payable invoice detail reports for multiple contacts at a time. Is there something specific about the Contact Transactions Summary that's missing from these reports that you'd want included ? 

  8. The 'new invoicing' option automatically removes any leading carriage returns and leading spaces in the invoice description field.
    This did not occur in the classic version and wonder why it was introduced.
    To enable the details of the invoice to be easily read, it is sometimes necessary to separate line items on the invoice and to indent the actual description.
    Can this 'feature' be removed?

    13 votes

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  9. After reporting a bug (can no longer preview contact files) I was given the following response :

    "As you’ve found, right now it’s not possible to preview contact files anymore. You can however, download it and view it instead.
    I’ve included a link to Xero Product Ideas where you can view and support current ideas or create a new one to share your thoughts."

    When something breaks you fix it. You DO NOT pretend that fixing it is a "New Feature" - that then needs requested and voted on.

    3 votes

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  10. Please can you send the name of the 'leave approver' to Finlerts LeaveCal integrated app. We get leave approval email notifications via their Xero add on and it would be really helpful to know the name of the person that approved a staff members leave application.
    There has been cases of team leaders with leave approval permissions authorising their own leave so this would help us monitor these situations.

    3 votes

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    0 comments  ·  Payroll  ·  Admin →
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  11. Change to New Trial Balance

    If the trial balance is set to cash rather than accruals I can no longer see the depreciation and accumulated depreciation accounts. This is a pain for clients who report on a cash basis but still have depreciation. These accounts should appear on cash or accruals as this does not effect whether it is claimed in the tax return.

    4 votes

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  12. Could the 'overview' page of the contact show all the contacts/persons associated with a Contact Account, not just the 'first' one?
    We have 2 or 3 contacts/persons on most of our accounts, it would be nice to be able to see their names/emails on the company overview page, rather than having to click into 'Edit' to find these details.

    20 votes

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  13. Currently eInvoicing attaches the user's email address to an eInvoice. So that we can centralise how we track our invoicing, we would like to change this to our generic email address xyz@entity rather than name@entity. It would be great if there was a drop down button added to eInvoicing to make this change.

    8 votes

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  14. I'd like categories for my products and services
    ie: tees, hoodies, pants etc
    So I can click into the hoodie category and see all the hoodies I have

    66 votes

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  15. We have imported the Fixed Asset with wrong depreciation rate into XERO FAR side.
    Due to this we are depreciating some of our assets with wrong depreciation charges for last 3 financial years.
    Does anyone know in that platform how can we correct that for previous period?
    This include financial year from 2020 - 2023. All ideas and suggestions are appreciated.
    Thanks.
    Hassan.

    2 votes

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  16. Ability to create a record work done for a customer/client as a unbilled/delayed charge that has a pop up notification when an invoice is been created for a customer/client. Xero has a record of billable expenses but amounts on invoices are not always linked to a billable expense or time record.

    This will avoid multiple invoices been issued to customers/clients and eliminates the possibility of "forgetting" to bill a customer/client for work done.

    Quickbooks Online has this feature which is extremely useful.

    2 votes

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  17. Appologies in advance for my frustration.

    Are Xero considering providing a Gender Equity report in the future?
    I raised a case for our HR Dept last year and the answer from Xero was no.

    If any community member has any short cuts on gathering this info, please respond to this post.

    I am wasting so many hours trying to gather the required data from your available reports.

    In April I exported Employee contact details to export & sort.
    This morning I have been exporting Renumeration data and then sorting deleting non date range required emplyees. Due to no date range…

    7 votes

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     ·  1 comment  ·  Payroll  ·  Admin →
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  18. when pulling Payoneer transactions to reconcile, pull also the transaction ID, not just the payee,date, amount etc. seems rather basic, but it's very much needed.

    1 vote

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  19. We are based in Singapore. Your system does not cater very well for GST when the functional currency is not SGD.
    My Xero is USD-based, hence we have to use only GST Audit Beta.
    But we have to key in "Exchange Rate for GST Purposes" into our system so that when reporting to Singapore Tax authority, we have to report in SGD. There is no way to key this in, and it means keeping a seperate excel file, doubling our work. This rate is given by each supplier on their bill, and can change on daily basis. So we need…

    5 votes

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  20. The ability to add a Project (Revenue) Variation would be a huge help.
    If one can add a project (cost) variation using a Task, adding a Revenue variation should be achievable in Xero

    3 votes

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