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  1. It would be really helpful if there was the option to add a planned payment date for all invoices listed on a particular aged creditors report. Having customised reports so that only invoices on particular job sites are listed, it then seems very inefficient to have to access 'bills to be paid' and manually, individually search each of the invoices listed on the report to schedule a payment date for them. Could this not be a function, whereby you can schedule them all for payment directly from the aged creditors report?

    3 votes

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  2. Expense claims - Download all pdfs submitted by employees

    14 votes

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  3. Massive oversight by Xero.
    E-Invoicing only available to VAT registered companies as you have to enter a VAT number. What about all the non-registered companies?
    Why can't you select that you aren't VAT registered and be able to benefit by E-Invoicing?

    8 votes

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    Hi everyone, we appreciate interest from non-VAT registered businesses that would like to make use of the efficiencies eInvoicing brings.

    As the UK do not have a standard business number, this create complexity in being able to identify and register non-VAT registered businesses on the Peppol network.

    While this is an idea that we'd like to continue to gain interest from our community in, we want to be upfront we don't have any plans to support eInvoicing for non-VAT registered businesses in the near term.

    We're actively advocating for this with the UK Government as part of their recent e-Invoicing consultation.

  4. Hey - when making a custom report it would be really useful to be able to show the movement in balance sheet codes. For example, when preparing our month end summary we can't bring in the capitalised wages cost automatically because it brings in the cumulative balance, rather than the balance for the period. To be honest it's crazy to me that this doesn't exist, but would be great if it could!

    2 votes

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    Thanks for submitting your idea on Xero Product Idea's, Ryan. We appreciate you taking your time to share changes that would be most meaningful to you.

    Being open, we don't have any current plans for changing the Custom report behaviour but we'll continue to track the interest through your idea here and will update if there is any changes to share.

  5. When reviewing reports (e.g., Profit & Loss, Balance Sheet), we often need to view monthly data from the start of the fiscal year up to the current month. Right now, we have to manually select the first and last day of each month every time, which is time-consuming and repetitive. This makes simple tasks like flicking through months to verify data more cumbersome than necessary.

    1. Add “Previous Month” / “Next Month” buttons These buttons would auto-update the report’s date range to the previous or next full month.

    Example: From May 1 – May 31, clicking "Next" moves the report to…

    1 vote

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    Thanks for submitting your idea on Xero Product Idea's, Jessica. We appreciate you taking your time to share changes that would be most meaningful to you.

    We don't have any plans for adding more common date options in reports atm, but we'll begin to get a feel of the interest in this from your idea.

  6. Would love to see the Accounting menu split so that there are new menus for Reporting & Bank Accounts. Show under the Accounting menu all the actions (journals, fixed assets, chart of accounts, advanced accounting, plus favourites). Then a separate menu for Reporting - listing the different reporting sections Adviser, Custom, Drafts, Archived etc. plus favourites). And a separate menu for Bank Accounts (reconciliation report, bank accounts, bank rules, etc).

    1 vote

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    Thanks for submitting your idea on Xero Product Idea's. We appreciate you taking your time to share changes that would be most meaningful to you.

    We will monitor and track support your idea receives from the community.

    You can find out and stay updated with Xero releases on Xero Central.

  7. It would be good if you could edit some fields in an expense after it has been paid, without having to undo the payment and redo. It would be the the same as for Bills where you can edit some fields after they have been paid.
    We pay our bills in batches so to undo a payment means you have to undo a lot of payments and redo.
    The fields we would like to edit (like a tracking category, or unassigning an expense as billable) do not affect the payment details.

    9 votes

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  8. Please introduce the ability to connect a wider range of Virgin Money business accounts. At present this is limited to accounts with sort codes starting with 05 or 82. All other accounts, e.g. their high interest savings account that my business has, are forced to do manual uploads of statements.

    We pay Xero enough, and you are happy to shout about less useful changes you make to products so can we have some actual improvements that save small businesses admin time for once!

    2 votes

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  9. It will be great to have meaningful payroll reports. E.g., the leave overview is a blunt tool, as it shows all employees, including those who have left. The same applies to the Auto Enrolment Summary Report - it is a basic on-screen report with no filters, etc. And, yes, includes historical employees. Where there are filters, these overlook some choices which should be present. E.g., wage type, which payroll runs are they- monthly, quarterly, weekly, etc

    1 vote

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    0 comments  ·  Payroll  ·  Admin →
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    We're grateful for your engagement and letting us know the changes that matter to you.

    Our Community have reviewed your idea and now it can gain support from other community members.

    Along with votes, others can now comment to share additional detail about how your idea could improve their experience with Xero.

  10. Convert Overpayment to Credit Note, or treat Overpayment the same as Credit note.

    We have a lot of customers who double pay their invoices and several who would like to see what credit they have on their account as they will order again - so don't bother with a refund.

    Creating overpayments seems like the most logical thing to do, but the functionality of overpayments is lacking in every way. There is no way to send a pdf version of an overpayment to a customer except for printing a statement. I've upvoted the suggestion to add printing functionality, but that…

    1 vote

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    Thanks for submitting your idea on Xero Product Idea's. We appreciate you taking your time to share changes that would be most meaningful to you.

    We will monitor and track support your idea receives from the community.

    You can find out and stay updated with Xero releases on Xero Central.

  11. Having RHB Malaysia corporate bank account feed in Xero.

    1 vote

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    Thanks for sharing the bank you'd like us to build a feed with, angel. We appreciate you taking your time to share changes that would be most meaningful to you.

    This isn't something we're developing just atm, but it'll be good to get s sense of the interest from your idea here.

    You can find out and stay updated with Xero releases on Xero Central.

  12. Running Unrealised Gain and losses report for tracking categories

    4 votes

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  13. It would be great to apply the Customers general discount (as set on their Contact Card) to only specified product items, not all product items. e.g. I don't want the Customers discount applied to say my Freight or Labour product items, but I do want to apply it to other products items we are selling.

    I would envisage a Tick Box on each Product card that we can tick, or untick, for the Customers Discount to be applied to it (by default it would be ticked to apply the Customers Discount).

    6 votes

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  14. In files, previewing a PDF that has been uploaded or sent to files will not work for many chrome users.

    Upon opening in files, it gives the error "This file can't be previewed with this browser."

    This occurs if the user has google chrome, and has google chrome set to "Download PDFs" instead of "Open PDFs in Chrome."

    Many people have chrome set this way. Other sites have somehow managed to make their PDF preview still work...hopefully Xero can implement this. The current setup makes it very hard to review uploaded files when they are in PDF format, as they…

    3 votes

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    Thanks for the detail in your last message, Carlo. We appreciate some users may expect this to work differently, however as you have noted the files preview for PDF's is driven by the browser settings.

    If you're finding your PDF's download rather than being able to view them in your browser we would recommend looking at your browser settings to make sure the option to view in browser has been selected (as per the screenshot you shared).

    Being upfront this is not behavior that we're looking to change in the near future.

  15. Add column/filter to include "Tax Inclusive or Tax Exclusive" invoice setting on Transaction Report.

    6 votes

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    Thanks for confirming, Jeremy. It sounds like the Gross and Net columns that can be included in the Account Transactions report would provide what you're after. Let me know if there's something I'm missing.

  16. Automated bank rule reconciliation.

    A choice for a bank rule to be automatically reconciled - once created a option to select if you wish for the bank rule to be reconciled to remove the need for manual reconcile.

    This would be ideal for monthly direct debits and standing orders e.g. bank charges, drawings

    12 votes

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  17. Is there a way that we could see the names of opened Tabs so that we could see the name of what we are working on such as Balance Sheet instead of seeing Xero | Balance Sheet. When we open HST/HST returns, it shows GST/HST Returns which is great.
    We know we are with in Xero. If Xero has to show up, it could be added to the end of the Tab heading. This way, opened Tabs would be a breeze to drag in alphabetical order. This would also facilitate working with Workona resources to put Tabs in alphabetical order.

    1 vote

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  18. When an employee onboards and doesn't have a Tax File Number (TFN) either because they are new to Australia and have just applied for one or they are under 18 and exempt. Xero should have a feature that warns you when they either turn 18 or they have passed the 28 days allowed to work without a TFN and it should automatically change their tax declaration to no TFN provided and change the tax withheld rate, until a TFN is provided. There also needs to be a constant warning in each pay run, 'this person is over 18 and does…

    3 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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  19. It would assist to have discontinued tracking categories no longer showing on drop down menus for reports. We have several categories that are no longer in use but still show up on reporting options.

    3 votes

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    0 comments  ·  Payroll  ·  Admin →
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    Thanks for your idea and sharing in the forums here, Rachel.

    Consideration would need to be given to how this behaves before and after a report date or date range is set, incase running for an older period that would include transaction lines that were categorised to an archived tracking option.

    Being upfront, this isn't something we have any plans around for the time being, but we'll source interest from the community in this here, and share if there are any updates.

  20. If an item has been billed manually or your stuck with some items in billable expenses you have to open every bill and remove the client from the items that are have not been billed.
    Could you add a tick box selection in the Billable Expenses - Outstanding so that you can then select a remove billable expenses from multiple bills in one go.

    5 votes

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