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  1. Sometimes clients pays an invoice but then if a refund is issued from that invoice to the same client, in Xero there is no option to add a refund on an invoice, you can only add a payment.
    You can only add a refund on a CN but no always there is a CN available.
    When a company has multiple clients and there is a large movement of funds, refunds and payments it is very difficult to keep track of these and a suspense account has to be used and therefore be reconciled at the end of the year. Is…

    13 votes

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    Hi Sara, along with Credit Notes, there is also facilities for Overpayment and Prepayments. Would these commonly fit the scenarios in which you're describing here where large amounts of funds are transferred and perhaps a business overpays their invoices to the business through which a refund is then issued? 

    Bein quite a tied in feature to the payments model I want to be open that we don't have any immediate plans for changing this or adding a new type of transactions that would directly add refunds to an invoice. 

  2. Ability to have a ‘Print now’ option in Invoices, so the invoices can be printed in one click.

    Purpose: To save users time from having to open the PDF and click Print again.

    89 votes

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  3. When using the back arrow or clicking on the x - can we have a message to say...

    Leaving the Page? Changes you have made may not be saved. Leave / Cancel.

    This is to omit leaving a page without saving your work.

    2 votes

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  4. I need the option to auto reverse repeating journals to be available. This is neccessary for accruals.
    Auto reverse is available on regular journals but not repeating.

    8 votes

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  5. Xero Reporting - Please add functionality to Right Align text in custom tables in notes.

    Also, Lots of white space on Depreciaiton schedules making text very small. Add functionality to drag column lines much like excel.

    30 votes

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  6. It would be great to have the ability to copy a contact in order to create a new one We often have the same agent representing various clients, and creating a new contact for each one is cumbersome. The option to copy an existing contact (making changes to the name or account number but keeping the address, bank details etc) would be extremely useful.

    35 votes

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  7. The new W-9 Request feature is nice. However, it would be even better if there was a way to send the request using the Organization's email address rather than the Bookkeeper's or Accountant's email address. Contractor's might disregard the email request if they don't know who the Bookkeeper or Accountant is and don't recognize the sender's email address.

    1 vote

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    Hi Lara, while not a complete solution for what you're after as you still need to send from an external email provider - I wanted to share a recent update we've made so you can now link directly to your email client from the W-9 in both Contacts and 1099. We've also provided an email template which you can easily edit to adjust any details you'd prefer such as adding the organisation title. See more on this in our help.

  8. The cash flow currently picks up bills to be paid on a specific date in the cash flow but if you set up a payment in advance and mark as paid in Xero, the bill disappears all together from the cash flow.

    The manual workaround is to "Add upcoming money in or out" but I would have expected Xero to pick them up as payments already set up on the bank account.

    5 votes

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  9. Custom reports- why there such a large gap of blank wasted space between the account names and the first column!! We create month x month reports ie 12 months of columns wide, so it is very frustrating when you create a PDF with all those columns on it and there is that great wasted space before the first column!!!

    4 votes

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  10. Exchange Rate - Allow more than 6 decimal places.

    For conversions from smaller currencies (e.g. 1 KRW = 0.00071 USD), users need the ability to place more than 6 decimal places in order to get the exact currency conversion for the transaction. QuickBooks allows this so I don't see why Xero can't implement it as well.

    Xero Central suggested that I make adjustment entries in my Realised Currency Gains account and I find it ridiculous to have to do it than just being allowed to input exact numbers in my original transactions.

    20 votes

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  11. It would be really helpful if there was a way of adding a description/note to conversion balances. For example, if a creditor balance relates to a specific loan, it would be useful to be able to note this somewhere. Currently, reports only show 'conversion balance' as the description for the transaction and it isn't possible to add a description to the conversion journal. It makes it difficult to keep track of historic debtors and creditors and this information needs to be kept elsewhere, duplicating work.

    3 votes

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  12. Invoice templates are editable, but bill templates are not.
    Would like to be able to add searchable fields to a bill without removing those that are already there.

    32 votes

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  13. Just an idea that might help a lot of businesses.
    We generate a lot of invoices over the span of one month, the feature of bank rules are amazing, but ineffective if the payment is a overpayment.

    I would like to have a way for Xero to have a Global setting to auto allocate overpayments to the oldest invoice for customers.

    Currently overpayments will go to the customer account and just lay there until manually allocated to an invoice.

    With bank rules it will automate the process by adding payments as overpayments to the customer account and then auto allocating…

    18 votes

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  14. Create timesheet availability to Contractors set up in Xero payroll as Non employee.
    Currently this is only available to employees.

    Require the ability to process timesheets to pay Subcontractors for hours worked on site so Super is taken into account but PAYG is not applicable.
    Currently not available to STP2 category Contractor 'Non Employees'

    22 votes

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     ·  3 comments  ·  Payroll  ·  Admin →
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  15. It would be great if we could have an option to use find & recode to change to several accounts at the same time (similar to cash coding), rather than having to use the function over again each time. For example, if a client codes many transactions to general expenses, it would be useful to have a single screen where you can change the coding, with a column for "Current Account" and a second column for "New Account".

    3 votes

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  16. in the old invoicing, you can create a new Client Expense on the fly. You cannot with the new invoicing page

    5 votes

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  17. It would be nice to have the ability to add/remove the arrows from Variance Reports. Some clients don't like them and only want to see the dollar value.

    14 votes

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  18. Ability to have an alert in Xero when a Quote has been accepted

    14 votes

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  19. Currently you can add a bill / invoice without adding a invoice number or just typing a word or anything - example our debtors lady invoiced (Receivable invoice) a client and overwrited the invoice number (reference) to "Diesel R/Bay" so the invoice had no invoice number

    4 votes

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  20. I would like to be able to have a remapping feature (similar to find and recode) but on a bulk stage. It is common that a business operation changes and the previous COA is no longer fit for purpose and updates are needed.

    This can be done by having a feature that presents the COA with a current a proposed column. The proposed is automatically mapped to the current if no answer is added. In the proposed there is a drop down item that allows you to remap all historical transactions to a different account or remap.

    Post remapping the…

    2 votes

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