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  1. When Posting a customer invoice it would be very useful to be able to see customer address and ROI vat number so I can apply the correct vat code. ATM I have to go to contact details for that information then back into invoice posting

    3 votes

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    Hi Gillian, understand it doesn't accomplish all of your idea here. However you can view a contacts address from the invoice. If you click on the 'To' field once you've added the contact you'll be able to view their email, postal and delivery addresses and telephone. 

  2. GST Reconciliation report to work using the Simpler BAS option. It doesn't seem to pull anything that's already been filed/finalised through using this report

    22 votes

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  3. When sending customer statements, we have a mix of clients who have email, and some who still get sent statements in the post.

    It would be amazing if we could apply filters, like in excel, to the send statement screen, so i could say filter out all clients who have a balance greater than $0, but also who has an email address, so we can process statements, then reapply the filter to give all those without an email so we can then print all the statements needing printing.

    At present we can sort by email or account balance but not…

    1 vote

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  4. When using search in Bills/Invoices Awaiting Payment, it would be beneficial to include an option to allowing to search or filter for "not" or "excluding".

    For example, if I want to exclude a particular customer/supplier from the displayed results, I could search for that contact name and check "not" or "excluding".

    Secondary, but in the same vain, when you do add the ability to search or filter by contact group within bill/invoices, this feature would also be extremely handy to exclude a particular group from the results.

    3 votes

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  5. Small businesses are now much more global and have employees in multiple countries. Therefore payroll should also accomodate for multi currencies, otherwise several different payroll sytems need to be used. DEEL is available in multi currency so it would be logical that Xero Payroll is also

    3 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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  6. Remove the accruals from an employee’s Leave tab / make it possible to delete leave type after it's been included in a payrun

    2 votes

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     ·  1 comment  ·  Payroll  ·  Admin →
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  7. Please can Xero consider adding a Customer Statement option that shows payments as totals (not splits per invoice allocation) as found on the bank statement.

    Many businesses have customer accounts that are paid towards or caught up regularly in round bulk amounts that do not neatly match individual invoices.
    In these cases customers getting statements showing their payments as splits cannot easily or intuitively see the amounts that they paid on specific dates.

    In dealing with queries ourselves we find that many customers find the Activity Statement format frustrating or confusing, especially when we have to capture part of a…

    8 votes

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    Hi Jessica, it'd take some customisation of the Statement advanced docx. template but it is possible to remove fields from showing that may cause confusion or are unnecessary for your customers. 

    You could look at removing the 'PaidAmount' field if this is not required and just keep the 'Balance' and 'Amount' fields. 

    There's a discussion over in Xero Central where there are others in community who often help with making changes ti advanced templates and maybe of help here. 

  8. To include invoice link in column fields when exporting invoice details.

    Reason: During times of audit, we will need to extract the invoices and it has to be done 1 by 1.
    With this function made available, we are able to provide the links to the auditors in 1 click of a button.

    11 votes

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  9. For businesses who have missed the cut off for lodging superannuation guarantees to the clearing house by the 28th day of the month following end of the quarter, it would be really helpful to have a system-generated reminder to submit their Superannuation Guarantee Charge Statement and penalty payment before the 28th day of the following month. Many businesses are not aware of this penalty, nor the due dates to submit the required report and payment (including obtaining the need to obtain a Payment Reference Number) to the ATO. Would be great to have this reminder in place to avoid unnecessary…

    12 votes

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  10. Repeating invoices only currently have the option for weekly or monthly- would be really helpful for an daily option

    13 votes

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  11. We need an approval process which includes multiple approvers who do not necessarily access Xero so a share as with an invoice would be ideal to request approval via email

    5 votes

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  12. Our new system separately invoices every job we complete. This gets loaded into xero invoices, ATM you can copy these individual jobs and they can be put on to one invoice, great.

    However Xero wont let you add more jobs to this invoice by the same copy facility.
    It only gives you the option of a customer name not an invoice number.
    I would like to be able to add jobs daily to this invoice and send my customer one invoice at the end of the week/month.

    8 votes

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  13. I need to report on employee timesheets against my tracking categories. For example how many hours have employees recorded against Job A, Job B, Job C etc in any given timescale. In the transaction/payroll activity report it only gives £ and not into tracking categories.

    8 votes

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     ·  1 comment  ·  Payroll  ·  Admin →
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  14. For internal control reasons the 'invoice settings' section should be only accessible for certain access types. Anyone with Xero access (excl read only) can go and adjust the bank account manually entered on the invoices sent to customers.

    It would be great to have this locked the same way bank account admin is for supplier payments.

    10 votes

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  15. Ability to have a warning message appear when turnover is reaching the VAT registration / deregistration threshold

    29 votes

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  16. Custom Invoice Template did not work well for Thai characters. I've used Tahoma font as suggested on https://central.xero.com/s/article/Change-font-layout-and-column-headings-on-invoices-quotes?userregion=true#Useforeignlanguagecharactersininvoicesandotherdocuments but the characters above and below letters are not display properly.
    Please find the attached for your reference.

    I would like to ask for a font that can work well with Thai characters on invoice template.

    5 votes

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  17. It would be great if Xero could automatically attach the remittance advice to each invoice after making a batch payment?
    This would save time when we get queries from suppliers as to the status of their payments, rather than searching for the batch remitttance and emailing it to the supplier again, it can be easily found as it will be attached to the paid invoice.

    6 votes

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  18. Need to be able to add way more than 1000 codes at a time

    21 votes

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    Hi everyone, our product team have been reviewing some of the ideas around products and services in Xero. They are currently looking to expand the # of items that can be imported at once via the CSV file. 

    We'll shift the idea to working on it and I'll return to share when we're closer to release and just how many items you'll be able to bring in, in one go. 😊a

  19. The new reports are, as default, jumping to the top of the page on refresh. This is impractical and time consuming having to scroll down back to where you were. Can this be looked at and stopped

    1 vote

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  20. Widen the display of the GST Audit report. When viewing the GST return I also check the GST audit report. When viewing the GST audit report I cannot see the date on the left side without scrolling to the bottom and using the scroll bar to move the report from side to side. It will not show all the columns at once.

    7 votes

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    Hey team, as you may have seen in our communications - We're releasing a new and improved New Zealand GST experience.
    As part of the new experience there is no longer a GST audit report, instead there is the transactions tab where you'll have options to toggle different columns on or off. 

    Along with this, you'll find the page auto scales to fit your information in one screen, meaning there'll be no need for scrolling😊 - This is currently being released to a small portion of customers to test the user experience before releasing it more broadly. I'll return to confirm once it's available to all.

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