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  1. When sending invoices using my laptop the 'send me a copy option' remains ticked when creating invoices but it does not remain ticked when sending remittance advices. This would be helpful please.

    2 votes

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  2. We are a retail business. 15 companies and 65 shops across Australia. We currently have 285 different suppliers from whom we buy multiple items without creating purchase order as we order them on phone or online portal. We have Xero just to maintain supplier payments only.
    Now, many suppliers send us periodic invoices means one invoice for multiple deliveries.
    therefore, if we can enter delivery dockets header data only in bills to pay section just for records purpose we can track deliveries and assign them to Invoice once it arrives just like credit notes.
    So we would know that we…

    14 votes

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  3. It would be great to be able to choose which headings are visible on the default invoices view. There are some customisable reports which allow you to run a report with your preferred view. But for others such as repeating invoices there are no options.

    Our company has different teams, so for these it would be good to customise the column headers, to show the contact groups the client belongs to. This would allow us to forecast what upcoming invoices are due for each team, so that they can allocate resources accordingly.

    Ideally the following would be helpful
    1) the…

    15 votes

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  4. I pay my staff on a monthly basis, but at the moment timesheet reporting can only be done weekly. Would it be possible to add a filter to be able to look at a custom date range.

    3 votes

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     ·  1 comment  ·  Payroll  ·  Admin →
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  5. Add simple manual and automatic backup schedules that can download data entry and activity on a daily, weekly, monthly or annual basis.

    This would address everyone's fear of losing all our hard work inputting invoices, receipts, data etc.

    3 votes

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  6. automatically generate invoices on quote acceptance and then autosend it.

    20 votes

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  7. New quote screen has created a lot of extra steps in creating quotes
    i.e.
    - moved buttons out of intuitive workflow space
    - save button now hidden at top right instead of at bottom of quote
    - quote numbers less visible once saved
    - sending a saved quote takes a lot more steps

    Understand the need for new framework but the workflow changes have made creating quotes longer and more complicated. Thanks.

    20 votes

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  8. I would like a feature added so that we can add a billable expense to an Invoice even though a payment has been made by customer. It is crazy that you have to delete a deposit from a client so that you can then add a billable expense to the invoice for tracking. Customers pay a deposit then goods are ordered for their job.

    11 votes

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  9. Hi Community, we need to have the option to copy part of the invoice when we are doing it, and then, copy that on the same invoice we are working, many times we need to invoice the same things to the same client but separate it by levels or offices into the same invoice, we can save a lot of time with this function when we are writing a big invoice.
    Thanks

    1 vote

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  10. Given that your bank feeds constantly don’t work, it would be great if they could be refreshed via the app, rather than having to login to a computer.

    2 votes

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  11. On a multi currency company it would be better for the total amount showing due matches the balance of all bills as per the date they were raised.
    It causes confusion for clients when they pay a supplier, they usually just check total owed against the contact, if it's fluctuating to reflect exchange rates this means they may under or over pay the actual original bills.

    2 votes

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  12. Ability to merge inventory items.

    Purpose: Users can easily merge the inventory items when they accidentally created the new same items in Xero.

    35 votes

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  13. A report to run to identify suppliers and customers that have not used in the last 12 months, so we can archive some contacts.

    4 votes

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    Not a capture all but maybe a step in the right direction for now that could help, Maureen - Smart Lists could help you get a view of the customers that you've not sold items to recently. 

    You could run a New Smart List to view Any customers who have Not Purchased Any items In the last year - Find out more on Smart lists here

  14. Add CNH.

    Ability to add CNH currency which is offshore RMB traded outside of China.

    12 votes

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    Thank you for rounding back, Scott. I’ve changed your idea slightly here, so it’s sounded more CNH currency instead of bank feeds. This is because, before bank feeds for CNH can be implemented, CNH currency needs to be enabled first. 


    In saying that, we’ll keep an eye on this idea to gauge the interest from the community here :)

  15. Custom Reports
    The formula feature only appears to work for columns that are located to the left of the formula column.
    Each column has a name, surely the name is the important element and not the position of the column on the report.
    Can the formula feature be amended so that columns from anywhere in the report can be included

    5 votes

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  16. Could the CIS liability 'running total' become available on the Dashboard? For any CIS registered business it is important to know liabilities at the click of a button. Please can Xero support look into an "add-on" for CIS liability total shown on the dashboard.

    3 votes

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  17. If there's an error in a payrun that causes STP filing to fail, that payrun shows up in STP finalisation for that financial year as something to fix. Given that filing STP just gives the YTD totals to the ATO, this means that even if I've fixed what caused the error, by doing a correcting payrun (as per Xero instructions), I will still be told that it needs fixing when running the STP finalisation for the EOFY. As will my client, who has now attempted to file the same payrun six times and is getting rather stressed about it, even…

    1 vote

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    0 comments  ·  Payroll  ·  Admin →
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  18. It would be good to have an option to just “Pin” reports to have them on top of the report section but not in the Accounting Tab dropdown.

    2 votes

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  19. Project invoicing to show time in minutes/hours for time entries
    This is a requirement of many of our customers. Eg time sent 30 mins shows as 0.5 on invoice. We need a column that shows time for the task time enry. At present we need to manually type 30 mins in the task description to meet customer invoicing requirements.

    2 votes

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  20. There is a weird issue when entering in text in the 'Descripton' box in a Quote.

    Once the text is entered if you then leave the description box and then click back into it, all the text in that field is highlighted.

    This is a little problem when you want to delete one character as it deletes the whole text.

    If you Control V the text back....it hasn't copied the text to put it back in.
    So, you lose all the text entered.

    I understand you can click a few times to stop it highlighting the whole text.

    But, it…

    2 votes

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