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  1. I would like to have having ability to quickly see the outstanding amount in the currency it was originally invoiced (like USD or EUR) directly from contacts dashboard, without having to navigate through detailed reports and apply multiple filters. This would save a lot of time.

    1 vote

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  2. When adding a contact, the "search address" works fine most of the time, but can take some time before new addresses are added to the search data base and require manual entry (usually cut and paste from Google Maps.) Could this feature not be linked with an API to the likes of Googles address infrastructure to utilise their rapidly adapting data base?

    2 votes

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  3. We would like to see the credit limits included in the Aged Receivables Details, as well as in the Summary. This way, when we are working with detailed reports, it will be easy to see if a customer has exceeded their limit without having to run a separate report.
    The amount could be placed as an extra column on the total amount of each client in the report.

    7 votes

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  4. It would be great (if not already available - I can't find it) to get an audit report whereby we can see changes made to a set of accounts after they have been submitted.

    3 votes

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  5. Insert a Notes section on the Bills You Need To Pay screen.
    For example, I can enter a due date, planned date etc .. but a section for Notes that can include a little reminder for example "confirm A123456 has been delivered"

    2 votes

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  6. When approving timesheets it would be ideal to have separate lines underneath Ordinary Hours with Leave requested, on which days and hour amounts and to be able to approve there instead of having to go to a different screen.

    Can be hard to double check and remember correct days the leave was taken and also to ensure daily and weekly hours are met.

    *Simple layout idea attached

    9 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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  7. The ability to reverse batches of Find & Recode. Currently not available and can pose a risk to Xero files with higher volumes of transactions.

    22 votes

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  8. I am a sole trader. I started using Xero to see how it helped with my taxes. The road has been... rocky. Largely because Xero largely ignores soletraders and their specific needs.

    For instance, Xero has no IR3 reports (NZ IRD) set up that we can use.

    And we can't have depreciation amounts at the same time as accounts in a report.

    We also can't limit which accounts appear in a report.

    For me, as a sole trader, I have wound up with personal and business expenses and income mixed in my bank accounts. I have also created personal accounts…

    1 vote

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  9. When you mark a PO as billed and copy to a draft bill the files attached to the PO don't remain with it and attach to the draft bill. Very annoying that you have to re-save the file and re-attach it to the bill

    1 vote

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  10. Currently if termination date falls in the middle of a pay cycle, the final pay run will not calculate the staff pay pro rata and therefore payroll admin has to manually update the payslip. Please include this feature so Xero constructs the payslip taking into consideration the termination date whilst still using the employee card details (rates, deductions etc etc).

    21 votes

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     ·  1 comment  ·  Payroll  ·  Admin →
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  11. Its a small change but something that bugs me as i do it at least once, sometimes twice, a day.

    Currently the "trust this device" check box is below the login button. If logging in solely on a keyboard you have to enter 2fa code, tab twice and hit the space bar to check the trust this device box then shift tab to go back up to the login button. So the keystrokes are enter 2fa, tab, tab, space, shift tab, enter

    If the check box was between the password and login button then it would be, enter 2fa code,…

    3 votes

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  12. Ability to create custom formulas in reporting, specifically to be able to (+) some accounts and (-) others. Support referred to this as custom complex formulas, but it is a simple formula. We just need to be able to customize them.

    6 votes

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  13. Joiner and leaver payroll report

    A report to show who has joined and left within a certain period

    43 votes

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    4 comments  ·  Payroll  ·  Admin →
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  14. We should be able to prepare and view future VAT returns where there are multiple unsubmitted returns. Ie. able to prepare multiple VAT returns for client approval at once. Currently, they have to be prepared and submitted before the next quarter's return is visible.

    1 vote

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  15. Our payroll requirements vary across the year as we are very seasonal. It would be useful to be able to 'select all' or 'deselect all' when selecting who to pay when setting up a pay run. Having to deselect about 30 of 35 staff one by one is painful!

    1 vote

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     ·  0 comments  ·  Payroll  ·  Admin →
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  16. Hi, I would love the ability to select one of our bank accounts or credit cards on the awaiting payments screen for each bill. i can select the planned date however this only tells me when it is going to be paid and it would be useful for planning if i was able to select for example the credit card it is DD from or bank account to aid in budgeting and cashflow.

    1 vote

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  17. Packing Slips need to print what is on screen. Xero how about you create a rule to check what is in the Packing Slip fields and make sure what is going to print also matches. Don't expect the users to have to check what they are printing actually comes out of the printer correctly.
    This is the response I got from my Trouble Ticket on this issue today, which suggests the users "wait a few moments to allow the auto save to complete."
    New invoicing is very frustrating, why should we have to wait for something that works perfectly well…

    1 vote

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  18. Create an undo or revert option for edits made to invoices. We can already see the history of changes made to an invoice, so why can't there be a option to undo or revert to a previous revision of the invoice?

    16 votes

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  19. I'm invoicing for June, and I'm clicking "add last items" so that I can copy and paste the descriptions, and it added the items from the last paid invoice and not the last invoice - I know because the last invoice had line items for May, and it added the line items from April. The May invoice for the client I'm invoicing is still open but the April one is paid and closed.

    I just want the thing to do what it says on the box.

    (I'd also like for there to be fewer than 7 different font/size/colour in the…

    5 votes

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     ·  2 comments  ·  Admin →
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  20. I have a tracking category for our job numbers to allocate hours to engineers' time on particular jobs.

    I am struggling to find a simple timesheet/app that will sync with my tracking categories (also have one for employee group).

    I'm considering using Projects but can't see there's a way to sync my job number / employee group categories to the projects module.

    Anyone had any experience of this or a workaround? I currently use an app within gsuite, collating the data to download to a csv but not ideal and very manual when calculating hours.

    I then have to reverse…

    3 votes

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    0 comments  ·  Payroll  ·  Admin →
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    Hi Jackie, lovely to see you engaging with community. However, I'd recommend posting this across in Xero Central as a discussion where you're likely to find more of your peers that may be able to share tips on their similar experiences and the different solutions they've found to suit their needs.

    Product ideas here, is really more of a place to share and vote on changes you'd like to see within Xero to help improve your experience.

    I see you've mentioned how you'd like to be able to sync Projects with your employee groups which sounds similar to the idea across here. If you'd agree I can merge your post in there so we can get a better view of the interest and if there's any updates you'll be kept in the loop. 🙂

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