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  1. Filter the bank reconciliation by spend or received

    Simple to complete the debtors first / or creditors

    15 votes

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  2. When reconciling transactions and Find & Match is used, usually for multiple matches, please add an attachment button.
    In the example of one payment matched to multiple sales invoices, there is usually a remittance provided by the client that we need to file with the payment.
    We shouldn't need to go back to a reconciled transaction and manually add the remittance to each line individually.

    121 votes

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  3. New invoicing...Very slow page load speeds to both open/create a new invoice on the new invoicing platform...and also to add a payment.

    Current wait time is 15-20 seconds per page load.

    Ive cleared cache and cookies to no avail

    I have uploaded some shorts on you tube for you to see the problem.

    https://www.youtube.com/shorts/M-iKYg1Rikg

    https://www.youtube.com/shorts/yxiFl34sIsc

    38 votes

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    Appreciate the short videos and can see what you're saying, Chris - Have you raised a case with our Xero Support team about the slowness in loading?

    Actual slowness in the page loading are issues that we'd like to dig into deeper as they aren't occurring for all users so it'd be good to be able to investigate one on one with our Xero Support team who can escalate if needed. Thanks

  4. Could you please consider adding the feature of adding and processing auto superannuation payments from each finalised payrun (eg button next to "File" that would prefil the contributions in the payrun and further to authorisation). A number of clients are asking for a payday super feature, and adding this feature directly from the payrun will minimise the number of "clicks" and processing time. This also would be a hot topic if moving to compulsory payday super.

    18 votes

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     ·  3 comments  ·  Payroll  ·  Admin →
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  5. Would it be possible to create an annual CIS subcontractor statement, showing the Gross, CIS deductions and net payments for all 12 months in the tax year please?

    9 votes

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  6. Bulk archive option for any contact either supplier and customer with no activity after 2 years or at least being able to run a report for the same inactivity (Smart list does not offer the options needed)

    23 votes

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  7. We bulk upload invoices in advance with "Draft" invoice numbers as we don't know their ultimate sequence for issue. We then assign a chronological invoice number when the invoice is approved and/or saved. In "Classic" invoicing, if I delete the invoice number it automatically assigned the next number in sequence e.g. #INV-0089, however in "New" invoicing if I delete the invoice number is warns me that I need a number and reverts to the original "Draft" number" and not the next chronological number in sequence. This is a significant backward step in functionality, can you confirm this bug will be…

    101 votes

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    Hi team, we appreciate the added feedback from you on the behaviours from classic that you'd find useful in new invoicing. The invoice number assignment is still a feature that our teams are continuing to monitor closely. Right now, while we don’t have plans for changing the way invoice numbers are assigned, our product teams are considering future improvements - As part of this they are doing some discovery that we’d love to get your contribution to.

    We'd like to invite you to share back though our survey here. Insights from this will help our product teams get a deepened sense of our invoicing users. Thanks

  8. Invoicing - increase the number of invoices that can be sent on the Ignite Plan or have another plan between the ignite and grow plans that allows more invoices to be sent and bills to be entered without the current extras in the grow plan. The jump up in cost between these plans is too much.

    17 votes

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  9. Please remove the invoice amount from the "New Invoicing"

    This should be optional for set templates like the classic invoicing where you could turn it off and on. It doesn't look great and prefer the older layout of the emails where you could control the layout more.

    35 votes

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  10. This Function is Broken with New Invoicing - It does NOT create a new invoice with the file attached.

    68 votes

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    Hi everyone, further to my recent update about our teams looking closer into the flows around attaching files to invoices, our product team have also started more research to get a better sense of our invoicing users for future improvements. We wanted to reach out to you all here to invite you to contribute through this survey. All your feedback will be deeply valuable to the team. 

    I’ll keep you updated on any progress around this idea specifically.

  11. 15 votes

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  12. It would be beneficial for clients who pay commissions to be able to customise the description on the pay slip (rather than showing just 'Withholding Income') or having to set up various 'Pay Items'.

    13 votes

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     ·  3 comments  ·  Payroll  ·  Admin →
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  13. Display the Credit Note/s applied to an invoice and payments made by date on a PDF document. Why is it that we can view these in the system but we cannot see this when printing invoices.
    It would be so helpful to have this for clients to view exactly what they have paid and exactly what credit notes have been applied to an invoice.

    If it is already on the systems for us to see, is it that hard to reflect this on the printed /emailed versions of invoices?

    please address this Xero!

    7 votes

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  14. It would be great if Xero could automatically do the transfer between Xero bank accounts.
    This is our most time consuming and often error-prone coding in Xero when it should be a simple fix. Many clients still battle with this.

    15 votes

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  15. The email template, for example sales invoice, controls most of the email body but not all of it. If the email template starts "Hi [Client]" for example, the actual email generated automatically adds content before this, namely a logo, company name, amount and due date. I would like to be able to control this content as well, but it seems unchangeable. In contrast, the invoice template allows full control so you can apply various branding. Please can you open up all the email content to be controlled by the template.

    17 votes

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  16. The New GST layout needs to keep the "Late Claims" separate on the transaction details report. Lumping them all together with income or expense and then the totals don't tie into the numbers on the face of the GST return is frustrating. I can see you can filter by "late claims" but we don't want to have to export and manipulate the data when sending the documents to clients.

    It doesn't make sense that the detailed transaction report doesn't match the face of the GST return without manipulating

    86 votes

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    Thank you for your feedback on the changes for NZ GST returns here, everyone. Late Claims display in the body of the return, to review them. If you click on this the Transaction tab will open and to toggle Late claims on and off, select the 'More' option.

    Late claims have been separated into their own section in the Transactions tab, and if needed you can also use the Filter to choose to only view Late Claims. We'll soon be updating the export to PDF to allow late claims to be excluded.

    We want to be open that we don't have plans for separating these back into their own tab and will close this idea. We still very much appreciate your feedback and will continue to iterate on this overtime to make filling and filing GST for an organisation simpler and more efficient.

  17. Allow the inclusion of Credit Notes in Batch Payments where the total to be paid to a supplier is still positive. This would allow a single batch for a Supplier to match their Statement, particularly where credit notes are not related to specific Bills.

    821 votes

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    Hi everyone, we appreciate wanting to hear from us on this idea and apologies for not commenting sooner. I can assure you this has not gone unnoticed and internally there have been reviews and discussions for how batch payments can be improved. We have the appetite, but as with all developments this must be weighed up and considered against many other important changes needed in product. 

    We want to be upfront that developing the ability to include Credit notes in Batch payments has not been planned at this stage. 

    As some may have seen, we do have work going on around being able to include Credit Notes as part of the reconciliation process. We understand for many on this idea the timing of including credit notes when you’re creating the batch payments is crucial, however we hope that when delivered at least being able to reconcile these more efficiently…

  18. Customer statements - will Xero enable the functionality to present payments received by customers as 1 line item? We want to see the total payment amount on the statement - not allocated to each invoice as it is currently.

    21 votes

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  19. As I am an external accountant to several client, each with several pay-calendars across numerous entities, I would much appreciate if the ABA files (much like pdf reports) could be given a naming convention that ties the ABA clearly to entity, and pay-calendar when I screen through my downloads.

    14 votes

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     ·  2 comments  ·  Payroll  ·  Admin →
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  20. I do not like new invoicing, so I want to KEEP to original invoicing for as long as I possibly can Until End of Feb, without having to manually scroll down to the bottom of the page everytime I log in and manually select original invoicing every time.

    17 votes

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    Hi everyone, while we appreciate your feedback here. With the retirement of classic invoicing in February, and to help customers get used to the new invoicing experience this default will continue to apply.

    As we continue to improve the new experience this means customers may find updates that help their workflow and adopt the new experience.

    The option to switch back to classic will be available and we understand this is the experience some customers may choose to use up until the retirement date.

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