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  1. Customers are constantly baffled why my phone doesn't recognise their number. It's quite a drag to explain that although their number is in my phone (xero contacts), caller id is not able to access the information. I understand there's some way to sync google contacts with a premium subscription, but surely in 2022 this should be a basic feature.

    6 votes

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  2. When sending customer statements, we have a mix of clients who have email, and some who still get sent statements in the post.

    It would be amazing if we could apply filters, like in excel, to the send statement screen, so i could say filter out all clients who have a balance greater than $0, but also who has an email address, so we can process statements, then reapply the filter to give all those without an email so we can then print all the statements needing printing.

    At present we can sort by email or account balance but not…

    1 vote

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  3. We must be give an option or some kind of template to upload hours in Xero if there are hourly employees and number is huge. Doing manually is quite a challenge and time wastage.
    So this option must be available even if not using time sheet.

    16 votes

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     ·  4 comments  ·  Payroll  ·  Admin →
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  4. the Profit & Loss Appropriation Account should be mandatory for all companies

    2 votes

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  5. Provide the ability to add Custom Fileds to Chart of Accounts entries. Perhaps 3 each of the following field types... Date, Text, Number (to 2 decimal places), Logical Fields (Tick Boxes).

    3 votes

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    Hi John, to better understand how these custom fields would help - could you explain where you'd expect them to appear or how you might use them?


    For example, would you expect to be able to report on these? It sounds like you'd like them to be visible when entering an item such as posting a journal, or adding a line to an invoice however it'd be good to know how you expect these to differ to the fields that are available in those as well. 

    For example when adding an invoice you can enter an issue and due date, writes a text description and enter a price with 2d.p. 

  6. when doing allocation between an overpayment and a bill, if the invoice is dated within a locked period you are unable to do the allocation, it would be good if you could just do the allocation without having to open the period.

    15 votes

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  7. When using search in Bills/Invoices Awaiting Payment, it would be beneficial to include an option to allowing to search or filter for "not" or "excluding".

    For example, if I want to exclude a particular customer/supplier from the displayed results, I could search for that contact name and check "not" or "excluding".

    Secondary, but in the same vain, when you do add the ability to search or filter by contact group within bill/invoices, this feature would also be extremely handy to exclude a particular group from the results.

    3 votes

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  8. Small businesses are now much more global and have employees in multiple countries. Therefore payroll should also accomodate for multi currencies, otherwise several different payroll sytems need to be used. DEEL is available in multi currency so it would be logical that Xero Payroll is also

    3 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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  9. Remove the accruals from an employee’s Leave tab / make it possible to delete leave type after it's been included in a payrun

    2 votes

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     ·  1 comment  ·  Payroll  ·  Admin →
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  10. Please can Xero consider adding a Customer Statement option that shows payments as totals (not splits per invoice allocation) as found on the bank statement.

    Many businesses have customer accounts that are paid towards or caught up regularly in round bulk amounts that do not neatly match individual invoices.
    In these cases customers getting statements showing their payments as splits cannot easily or intuitively see the amounts that they paid on specific dates.

    In dealing with queries ourselves we find that many customers find the Activity Statement format frustrating or confusing, especially when we have to capture part of a…

    8 votes

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    Hi Jessica, it'd take some customisation of the Statement advanced docx. template but it is possible to remove fields from showing that may cause confusion or are unnecessary for your customers. 

    You could look at removing the 'PaidAmount' field if this is not required and just keep the 'Balance' and 'Amount' fields. 

    There's a discussion over in Xero Central where there are others in community who often help with making changes ti advanced templates and maybe of help here. 

  11. In the app, it would be a huge timesaver if you could create repeating invoices. I spend most of my time in the android app and this is the one thing it's missing 🙂

    3 votes

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  12. We need an approval process which includes multiple approvers who do not necessarily access Xero so a share as with an invoice would be ideal to request approval via email

    5 votes

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  13. I need to report on employee timesheets against my tracking categories. For example how many hours have employees recorded against Job A, Job B, Job C etc in any given timescale. In the transaction/payroll activity report it only gives £ and not into tracking categories.

    8 votes

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     ·  1 comment  ·  Payroll  ·  Admin →
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  14. For internal control reasons the 'invoice settings' section should be only accessible for certain access types. Anyone with Xero access (excl read only) can go and adjust the bank account manually entered on the invoices sent to customers.

    It would be great to have this locked the same way bank account admin is for supplier payments.

    10 votes

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  15. Custom Invoice Template did not work well for Thai characters. I've used Tahoma font as suggested on https://central.xero.com/s/article/Change-font-layout-and-column-headings-on-invoices-quotes?userregion=true#Useforeignlanguagecharactersininvoicesandotherdocuments but the characters above and below letters are not display properly.
    Please find the attached for your reference.

    I would like to ask for a font that can work well with Thai characters on invoice template.

    5 votes

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  16. It would be great if we could send a remittance on a bill that has been part paid. This means suppliers can reconcile the payment in the same way we have in their own accounts

    7 votes

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  17. Option to sort customers/suppliers by their surname.

    Purpose: This feature will make it easier for users to find their contacts in Xero.

    33 votes

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  18. How come the process of designing invoices is so painful? It would be great to have a built-in drag and drop invoice designer. I realise it won't be easy but it's mad that our only option is to design them in Word. There are so many sites that allow similar functionality, albeit for non-finance related areas like marketing.

    26 votes

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  19. Reporting - to run a report that can show payment information (eg. paid date) and reference/item information.

    A report under cash basis does not show the reference that I put on the invoice reference or the item information chosen in the invoice, it is really hard to search receivable payment based on the information I need (PFA).
    A xero support specialist explained that because there is no reference on the payment, I can only search by Contact name or invoice number. But, when we do reconciliations to match the bank received with the invoice, there is nowhere to add an…

    18 votes

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  20. The new reports are, as default, jumping to the top of the page on refresh. This is impractical and time consuming having to scroll down back to where you were. Can this be looked at and stopped

    1 vote

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