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  1. New Invoices - Option to Reflect All Open Invoice Totals in "Total Amount Due"

    It would be helpful to have the total amount due reflected in the total amount due for new invoices.
    I already send customers reminders, account statements, etc. Perhaps some customers do not read what I'm sending to them. If the total amount due was on the invoice, it would be very clear as to the total amount owed.

    1 vote

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  2. It would be very helpful if we could allocate and track unpaid leave categories for non-employees so we can see when they are going to take holidays.

    3 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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  3. Generate Reports with Trailing Time Periods

    I want to have a report that tracks how my business is doing on a trailing X-day time period. Standard windows I view are 7 days, 30 days, and 90 days.

    I would love it if I could create a custom P&L report that looks at the financial health of my business over the last 30 days whenever I open it up.

    The current work around is to manually specify dates by calculating what was 30 days or 90 days into the past which works, but is annoying.

    I am expecting this to be…

    5 votes

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  4. 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

    37 votes

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  5. Display the total number of deposits and withdrawals for the period being reconciled.

    1 vote

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  6. Post foreign exchange revaluations in general ledger as opposed to income stmt and balance sheet only and does not print in transaction report

    5 votes

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  7. Send or transfer files from the file library between organisations

    We have multiple organisations and it is easy to get emails mixed up with files being sent to the wrong organisation. It would be super useful if files could be transferred from one organisation to another directly from the file library.

    3 votes

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  8. When developing a quote via Projects, we can add in an estimated cost and then enter a margin to give an estimated expense. However we cannot then retrospectively see what the original supplier cost is and therefore profit expected. Neither does it offer a field to enter who the supplier is. The Project financial reports have a header to show 'estimated cost' but it does not populate this field. The only time a cost is shown is if it is entered as an actual expense.

    Ideally we would want to see estimated costs, the margin added and the supplier during…

    4 votes

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  9. When viewing a Contact's record, the activity can appear cluttered with every single change made, including adding planned payment dates, removing planned payment dates, adding invoice notes, editing the contact's record etc.
    It would be good to be able to filter this page to look at say Bills Paid and Invoices Paid only; or Invoice Sent only.
    As it works now, for a very active contact, this can quickly become difficult to navigate.

    5 votes

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    Thanks for your feedback and sharing your idea in the forums here, Jo - As part of our work for 'building on beautiful' a contact record is the next page in this space that'll be getting a new look. 

    Though a little too soon to confirm what it will look like, I can say that the page will be cleaner, with filters to help with viewing what is shown on the page. 

    I'll keep you updated, here 😁

  10. Currently we create a budget for each tracking category (department).

    I have created a custom report which includes the budget for each category. I then use the formula function to sum the budgets together.

    I only want to see the formula column in the report outputted. (I realise that columns can be hidden when data is exported to Excel)

    I understand that there is not a way to show a formula column without all the individual budget columns.

    Enhancement suggestion: include a radio button for each column to hide/reveal that column in the report

    14 votes

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  11. Would be great to be able to add an expected win date on a quote so that it can show in the short term cashflow (STC)feature. Would save adding it manually again via the Add incoming outgoing money feature option.
    All the details are present just need to make it presented to the STC. If it's won then it changes status. If lost it's removed from the forecast.

    1 vote

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  12. We pay our employees under the Electrical award which includes several compulsory 'All Purpose' allowances that are now reported separately as per STP2. Why are these allowances excluded from an employee's annual salary on their payslip? They used to be included as part of their base hourly rate - therefore included in their annual salary and as such, should still be included in 'annual salary'. Can you please have the option to 'include in annual salary' when setting up Allowance categories in the pay items?

    5 votes

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     ·  1 comment  ·  Payroll  ·  Admin →
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  13. There is currently no option to print a packing slip from repeating invoices options.
    We need to be able to print a packing slip at the start of a hire before any invoice has been raised.

    6 votes

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  14. Can we please get the ability to Import N26 statements into Xero either directly by live feed or by Hubdoc PDF import.

    2 votes

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  15. It would be good if you could go into 'Pay Employees' and next to the STP - Filed or not filed it would be good to have 'Payslips Emailed'. I have no way of checking / double checking if I have sent them.

    2 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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  16. A 'Deleted' folder in Files that captures deleted files.

    Once I have uploaded a receipt to the files folder, I always dispose of the original.

    If you accidentally attach it too, and then delete it from the transaction, it is gone forever. You have no ability to reload it from the files folder.

    The original uploaded file is gone, so you have to source another copy of the receipt from the supplier.

    Surely this deleted uploaded file has gone somewhere?

    Can we have it directed to a folder?

    19 votes

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  17. Ability to filter draft invoices by Contact Groups.
    We have a large number of customers who are moving toward shared accounting services (ie: centralised payment of our invoices). It would be great to be able to filter draft invoices by the Contact Group, or at the very least be able to see the contact group with the customer name on the draft invoice screen

    11 votes

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  18. Add the ability to click next and previous while viewing a contact.

    5 votes

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    Thanks for your idea, Joe. To better understand the use case and maybe help others who'd be after the same connect with your idea here - Are there any scenarios or situations you generally find when viewing a contact and wanting to view the very next or last contact in a list? 

  19. In Repeating Transactions, you have a column width for Reference which is fairly decent, but then the data in that is truncated to the extreme. It takes up less than half the column width??????
    Has it not occurred to your programmers to use the full width of the column and only suffix with ... if it still proves too small to display all the data

    20 votes

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  20. Option to automatically apply or allocate existing credits to future repeating invoices. When the client receives the invoice, it will be marked as a PAID invoice because the credit has been already applied in Xero. But only if they choose to apply the existing credits instead of a refund.

    Purpose: Saves time in manually creating an invoice to apply for the credits

    44 votes

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