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  1. Our work is often quoted at the project level, with invoices being issued monthly for the duration of the project until the quoted amount has been paid and the project completed.

    Currently, we create the quote, and then subsequently create invoices - manually keeping track until the quoted amount has been invoiced, at which point we mark the quote as invoiced.

    It would be helpful if;
    - We could split the quote into N invoices automatically with the total invoiced amount over N invoices equalling the amount in the selected quote.

    OR

    • When a quote is marked as accepted but…
    3 votes

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  2. The ability to upload a file into individual projects directly rather than via bill allocation. Would like to be able to upload customer order, for example.

    5 votes

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  3. Allow employers to set up modifiable Push Notifications for Xero Me App to remind staff to complete timesheets. This will save me having to chase them down to complete and delay me processing the payroll.

    1 vote

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    0 comments  ·  Payroll  ·  Admin →
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     ·  System responded

    Thanks for submitting your idea on Xero Product Idea's. We appreciate you taking time to let us know how we could improve Xero for you.

    Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

    If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

  4. It would be great to have a shortcut to adding project time. At the moment, the + near settings has a shortcut to many functions, but not project related functions.

    1 vote

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     ·  System responded

    Thanks for submitting your idea on Xero Product Idea's. We appreciate you taking time to let us know how we could improve Xero for you.

    Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

    If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

  5. The receiving of PGG Wrightson's bank feeds within 4 working days of end of month (as currently stated in support/help) seems to no longer be the standard time frame.

    Can you please review with PGGW whether the time frame provided needs updating so we don't need to keep contacting support for confirmation as to whether there is an issue or just a slow month when feeds aren't through by that 4th working day.

    No one wants a repeat of April 2025 when the feeds were not received until 19th May.

    Feel a bit stupid when clients rings asking about where…

    1 vote

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    0 comments  ·  Admin →
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     ·  System responded

    Thanks for submitting your idea on Xero Product Idea's. We appreciate you taking time to let us know how we could improve Xero for you.

    Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

    If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

  6. New bank feed for Moneybox Business Saver

    1 vote

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     ·  System responded

    Thanks for submitting your idea on Xero Product Idea's. We appreciate you taking time to let us know how we could improve Xero for you.

    Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

    If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

  7. Instead of creating a bill when lodging the BAS through Xero - have the option to create a journal entry instead!

    0 votes

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     ·  System responded

    Thanks for submitting your idea on Xero Product Idea's. We appreciate you taking time to let us know how we could improve Xero for you.

    Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

    If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

  8. Add planned pay date automatically as the due date or add a field into the bill entry screen so that you dont have to go back and add it from the bill list view.

    Just a suggestion which i think lots of people would find helpful. It would give real time data from the bill screen and saves going into the bill list to add the planned payment date for the categories at the top to populate correctly.

    I I believe that this enhancement would be beneficial for many users, as it would definitely save time by reducing the number…

    2 votes

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    Hey Sarah, thanks for your suggestion to add a planned pay date field directly on the bill entry screen.

    We're grateful for your engagement and for sharing ideas that can help make Xero more efficient. We can see how this would save time by reducing the number of steps required to set a planned payment date.

    We've reviewed your idea, and it's now ready to gain support from other community members. Along with votes, others can now comment to share more detail about how this enhancement could improve their workflow and help them manage their cash flow more effectively.🙂

  9. It would be really useful to be able to tag users in the notes of documents, like to create a task or ticket so they are aware of whatever is needed to be changed/be aware of regarding a certain bill.
    Otherwise an internal communication/ ticket/email needs to be sent, this would simplify all the daily work and make the notes actually useful

    12 votes

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  10. Currently, Xero facilitates bank feeds with Investec (South Africa) although does not allow bank feeds to be setup for the UK & Channel island branch - This connection needs to be setup.

    25 votes

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    Hi everyone, really appreciate you sharing this idea.

    We see how a direct feed for Investec (UK) would create a smoother workflow and save you time when reconciling.

    In the meantime, the best option is to bring your transactions into Xero by manually importing your statements.

    A direct feed for Investec (UK) isn't on our immediate roadmap right now. However, we're keeping this idea open for voting to see how much interest it gets from the community. Every vote and comment helps us understand the demand and prioritise what's most important to you all.

  11. The status of invites to XeroMe to be easily displayed

    When an employee is invited to XeroMe, it would be good to be able to see the status including:
    - sent to employee
    - employee revoewed
    - employee accepted
    - employee rejected
    - etc

    3 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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  12. Projects - Make the entire Projects experience better. Today is May 17th 2024, there are currently 300+ ideas, suggestions, and requests here related to Projects, few of which have even been responded to by Xero. It seems clear that Projects is the red-headed step-child of the Xero platform, always the last to the table when the development team starts talking about updates.

    For those of us who run project-based businesses, the features requested on these pages are CRITICAL to our ability to understand how our business is doing. I'm calling on Xero to put more energy into building out Projects…

    33 votes

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  13. The new NZ WorkRide scheme works via a pre-tax deduction re salary sacrifice. Xero Support confirmed that right now there’s no functionality in Xero Payroll to process a pre-tax deduction. We have been advised that we need to manually adjust the tax in the draft pay run to reduce the PAYE withheld. Please enable your customers to comply with the NZ WorkRide scheme without the need for manual PAYE adjustments, by creating the ability to process pre-tax deductions.

    48 votes

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     ·  17 comments  ·  Payroll  ·  Admin →
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  14. Essential for cash flow and projections, an annual report divided by month that includes source and base currencies.

    The "Account Transactions" report currently enables us to overview all accounts (Balance Sheet and P&L) in both currencies (source and base) but lacks a feature to display 12 months alongside each other.

    4 votes

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    We're grateful for your engagement and letting us know how adding comparative options in the Account Transactions report could benefit you.

    This isn't something we have direct plans of right now, however we'll continue to gather community interest in this and share if there are any updates.

    In terms of cashflow projections, if not already you may want to check out Short term cashflows with Xero Analytics.

  15. AU Payroll - Specify leave approver
    Ability to specify a set approver for a specific employee for when they submit leave requests.

    Employees who are nominated as a leave approver should only be able to approve leave for the specific employees who have them nominated as their approver.

    Alternatively, employees who have the "Authorised to Approve Leave" checkbox ticked should only be able to approve leave by employees in the same Employee Group.

    I realise that you have marked this as not in pipeline - but it should be, and quite frankly your "helpful tip" when closing the other thread…

    1 vote

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    0 comments  ·  Payroll  ·  Admin →
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     ·  System responded

    Thanks for submitting your idea on Xero Product Idea's. We appreciate you taking time to let us know how we could improve Xero for you.

    Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

    If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

  16. Please enable the ability to pay staff with a joint bank account in same pay run. We currently have to pay two couples with a joint bank account into separate accounts each run. Xero does not permit two payments into the same bank account in one pay run. I have confirmed with our bank that this is not an error on their end. Xero support have informed me that this is not a function that Xero currently offers.

    6 votes

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     ·  3 comments  ·  Payroll  ·  Admin →
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  17. Reporting - Transaction reference is amended in the account transaction. The amended reference does not pull through into the Account Transaction Report. Important if you need this if you are reporting by event. The report maintains the original reference not the amended reference.

    1 vote

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     ·  System responded

    Thanks for submitting your idea on Xero Product Idea's. We appreciate you taking time to let us know how we could improve Xero for you.

    Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

    If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

  18. Can we please have a 'placeholder' field for 'Overdue Balance' so that an email template may be created notifying the customer that their balance is '£x' of which '£y' is overdue?

    1 vote

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     ·  System responded

    Thanks for submitting your idea on Xero Product Idea's. We appreciate you taking time to let us know how we could improve Xero for you.

    Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

    If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

  19. Please either:

    1) allow us to either show all items on a single page, or

    2) if limiting us to 200 items (or whatever figure) then please remember the items I've ticked on page 1 when I change to page 2, and the items I've ticked on page 1 & 2 when I change to page 3, etc, so - for example - we can do a single payment rather than being forced to do multiple batches. or,

    3) a select all button that selects everything across all pages

    1 vote

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     ·  System responded

    Thanks for submitting your idea on Xero Product Idea's. We appreciate you taking time to let us know how we could improve Xero for you.

    Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

    If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

  20. I would LOVE to be able to produce tracking reports where I can select ALL items within CATERGORY A, but then display them in columns by CATEGORY B.
    Eg. I use Department and Job.
    I would like to see all Jobs for a particular Department in a P&L.
    Is this something that may be possible in the future or would behelpful to others?
    Thanks x

    1 vote

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    0 comments  ·  Admin →
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     ·  System responded

    Thanks for submitting your idea on Xero Product Idea's. We appreciate you taking time to let us know how we could improve Xero for you.

    Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

    If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

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