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  1. Ability to mark an invoice as "shipped". I want to use repeating invoices, but it's an administrative nightmare having to use an external method to track which orders have been shipped to the customer. It's not like you can even download just the invoice header information into a spreadsheet and use that. The export option downloads all of the lines, as well.

    An invoice could have a field like "physical item to ship" or "requires processing after payment" that could be used to filter for "unprocessed" items.

    A tracking number would be useful, too. Setting it to "shipped" would send…

    29 votes

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  2. To be able to run the budget variance to show either net or gross actuals and not just net as our imported budget is gross so the variance is always incorrect.

    4 votes

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  3. Reference column in the Allocate Credit to Invoice view.

    Purpose: To save user's having to open the credit note to see what invoice to apply the credit to.

    4 votes

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  4. In Xero Project it would be useful to create sub teams within the staff. For example, we have different office locations and would like to filter our reports, or view projects by those office locations.

    6 votes

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  5. Title says it all, the current process requires a customer to full sign up with Xero (and be almost/forced to PAY) just to see an invoice history.

    This should be accessible via a rotating link where the current "View all invoices" link is in the upper right -- or extremely simple login system that just takes an email and password.

    5 votes

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    Hi Adam, understand that there can be confusion for a customer if it is their first time making use of the link and not already having a Xero account. 

    The need for the user to create a Xero login to access and view their outstanding invoices with you if for yours and their security in the information that can be viewed. 

    Appreciate you may like a simpler sign up process for them and I have slightly adjusted the title of your idea here for this.   It's not something we have intentions of developing at this time, but we will get a sense of the wider interest from your idea here. 

  6. It would be nice if expenses could learn and assign a specific account automatically to expenses from a regular supplier.

    The process could be:
    1) I take a photo of a receipt
    2) The analyse feature reads the receipt and fills in the date, supplier and amount

    THE NEW BIT:
    3) Expeses realises this is a supplier I've analysed a receipt from recently and codes it to the account I coded it to last time

    2 votes

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  7. Having a Tax Reporting widget available where a Xero Partner is the subscriber rather than the file being set up on the website. This would allow accountants and bookkeepers who set up and share files with clients the ability to highlight 'important' reports we want our clients to look at on the dashboard and is also a useful shortcut for us as well

    2 votes

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  8. Projects - Would be terrific if we could produce a report based on employee projects, for example to be able to see what staff currently have on, the $$ they have quoted for a period of time etc.

    19 votes

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  9. Povide the ability for the bank rule to code to Items/Products/Services codes as well as GL codes

    6 votes

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  10. Dear Sir/ Madam,

    Would it be possible to add an icone with user set up action on the top right corner of the invoice page?
    I would like to have a one click button to copy existing invoice to the same client.
    At the moment I need to click invoice option/ copy to/ and copy to do this.

    Best regards,
    Taisiya

    1 vote

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  11. Most companies have different treatment of accounting depreciation and tax allowances on the same assets. Having these setup and maintained in Xero would be a game changer.

    Also: make FAR export dates sync up with regional settings - it's enormously frustrating having a FAR download in MM/DD/YYYY when one works in example DD/MM/YYYY

    22 votes

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  12. 2 votes

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     ·  0 comments  ·  Admin →
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  13. But it would be amazing if you could set the FX rate for each transaction on the purchase upload spreadsheet.

    Where you do not add an FX Rate it would default to the daily rate.

    I have to set hundreds of FX rates for each transaction individually, so it would save me so much time.

    2 votes

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  14. When someone edits a transaction, we should be able to see what changes were made in the notes section. It isn't helpful just to know that a transaction has been edited, we need to be able to track what changes have been made for auditing purposes.

    2 votes

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  15. VAT Return -
    a client view would be useful, which would exclude invoices that are reversed out via prepayment / accrual reversals, or invoices that are reclassified. These inputs and reversals confuse the client, and aren't necessary. However, inclusion in the accountants view is obviously useful.

    2 votes

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  16. I could do with being able to give the product's and services feature to low level users

    17 votes

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  17. Only allow people with limited access to Projects to see their own hours/project, not the total hours billed to any project. The total hours are really none of their business.

    9 votes

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  18. To assist organisations to be able to carbon offset km travelled, we should be able to pull a report from Expense Claims in an Excel format so we can add the amount of miles/km travelled to figure out travel footprint.

    9 votes

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  19. Imported bank statements - propose for Xero to spot "duplicate" transactions as to remedy this situation I had to process a large number of lines one by one across a number of different accounts

    6 votes

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    HI everyone, returning to the idea here we're going to move this to Not planned. However, we understand wanting to ensure the accuracy of your bank statements and reconciliations in Xero.

    As mentioned in my last update - Xero won't automatically delete duplicate statement lines for you, however you can run the Duplicate statement lines report to help identify and remove duplicates, so you can choose which of the statement lines in your bank account you'd like to keep and reconcile.

    There is also the Statement exceptions report in the Bank Reconciliation report pack that'll show where statement lines have been deleted in an account due to being a duplicate.

  20. Ability to format a cheque voucher so that the tax amount shows on each line item and not just in the total below or even better so that sales tax automatically shows within the line item amount.

    30 votes

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