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  1. Bank : I work in practice an an issue I see day in and day out is unreconciled Account Transactions. Unlike the 'Reconcile' tab, there is no number in brackets to indicate how many unreconciled Account Transactions there are to prompt people to look at it.

    Most of my clients didn't know about the Reconciliation Report, all they concentrate on is getting the number on the 'Reconcile' tab as low as possible.

    I would really like to see the number of unreconciled Account Transactions to appear on this tab.

    14 votes

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  2. Filter history and notes by Action and display sales invoice number. Enable the report to export the to Google Sheets/Excel.

    20 votes

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

    15 votes

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  4. Ability in payroll to reinstate terminated employees past the 30 days Xero currently allows. Many businesses have seasonal workers or students who just work holidays, being able to reinstate the employee with all their information would be much easier than having to add them as a new employee every time they are re-employed. Most other payroll systems allow reinstatement of terminated employees.

    9 votes

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     ·  6 comments  ·  Payroll  ·  Admin →
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  5. In reports - allow accounts to be be shown in number code order rather than in alphabetical account name order when grouped using codes in the edit layout area.

    8 votes

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    Gotcha, thanks for rounding back, Kieran. Get where you're coming from especially if you often update or add accounts. 

    We don't have any immediate plans around this but we'll keep an eye out and let you know if there's any plans to change, here. 

  6. Possible to manually adjust the tax amount on the submitted expense claims?
    The tax amount is not adjustable to match the actual tax amount reflected on bills/receipt especially for decimal difference.

    6 votes

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  7. 24 votes

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  8. For some clients we use Xero's Postponement and Eligibility letters. This has proved very useful but currently the letters cannot be customised.

    We have a client for example who pays a higher employer contribution percentage than the standard. The letters however, only show the standard percentage's despite the settings being different to the standard. We also have a client who has asked for their company logo to be added to the letters.

    After speaking with Xero Central I was informed that the letters currently cannot be customised and don't pull from the pension settings.

    If this could be looked into…

    25 votes

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     ·  1 comment  ·  Payroll  ·  Admin →
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  9. 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.

    9 votes

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  10. I would appreciate to see when you create a PO that everything from the Invoice gets carried over to PO and then to Bill

    4 votes

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  11. In the new bills view, compact view on bills awaiting payment has the same spacing as regular view on the all bills page. The padding around the tickybox doesn't change, so the padding in the table cells isn't compacting properly on pages with tickyboxes. Consistency between formatting on different grouped pages is a basic requirement, as is testing all pages within a category for unintended impacts of CSS changes.

    1 vote

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    Hi Freya, rounding back across your idea here I wanted to check if you're still noticing this behaviour? The page should be responsive, so if you're only viewing on part of the screen you shouldn't find contents spilling over the table. Appreciate you trying to share a screenshot here, however if you're still getting the same as you've noted I'd recommend raising this with our Xero Support team so our specialists can investigate and escalate to our team if needed. 

  12. Adding a Categories/Tracking column to the transactions Dashboard. this would highlight the fact that a category label is missing. so when running the budget variances the report would include ALL the transactions for a specific category.

    3 votes

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  13. Enable return journeys to be entered as one claim using th3 map option.

    8 votes

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  14. 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.

    38 votes

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  15. Enable full data import from external data source (say CSV) for all emplolyee data not just basic data. That would allow organisations with more staff to easily migrate to XERO without having to manually re-enter significant volumes of data.

    29 votes

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     ·  13 comments  ·  Payroll  ·  Admin →
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  16. Please add the function to add a Projects field on the Bills awaiting approval and Bills awaiting payment page.

    This allows users to select the projects that they manage, thus no need to open every bill.

    7 votes

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  17. We have 1,782 “Archived Contacts” from mergers with other data following adoption of Xero Practice Management. The vast majority of these archived clients have the reference field completed with a 6 digit reference that we would like to re-use for the current clients.

    Unfortunately the reference field needs to be unique and so we cannot apply this reference to the current contact until it is changed or deleted in the archived client.

    Please can we have a bulk delete of the reference field for all 1782 archived clients (or add an extra digit if you cannot simply delete the reference…

    12 votes

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  18. Please add ability to filter inventory reports by tracking codes, so you can see quality purchased and sold by tracking code.

    35 votes

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  19. We use Unleashed (UL) for all of our purchases and sales. The team uploads associated files, proformas, invoices, and receipts directly to the UL PO.

    When the PO is completed and 'pushed' to Xero, the associated documents are lost. I then have to login, find them, download from UL, and then upload them into Xero.

    Is there anyway that these files can be pulled with the rest of the information?

    3 votes

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  20. In due date fields (and why not other fields), allow Excel formulae with invoice fields as variables into the formula to drive the default value. The existing constant value is a valid excel formula so would be backward compatible.

    4 votes

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