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  1. AI automated Supplier Statement Reconciliation! To allow business to match the invoices in their bills to pay with the invoices shown on their suppliers statements to ensure none are missing and everyone is paid on time without delays. We are currently looking to outsource to external parties not related to xero to do this so it is possible to implement. But to have it centralised and available within xero would be great. By automating this process allows for focus towards other accounting and business aspects.

    Perhaps displayed in a similar way to the bank feed reconciliation screen. If we can…

    22 votes

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  2. Is it possible for cash sales/one off payments to chose not to save an email address? Every time I do a one-off cash sale for a new/random customer, the email address automatically saves into the Cash Sale contact file. But the next cash sale invoice is going to a different email address, so while I can input the new email address, the one prior is printed on the invoice! It is getting very tedious having to go into the contact file, delete the previous email address and get back into the new invoice to reprint it every time I do…

    9 votes

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    Thanks for your feedback, Carolyn. Appreciate the different use case and why you may not want information from a singular invoice to update the contact. We'll get an understanding of the demand for this here. 

    In the meantime, it'd be good to understand if recording as Receive money could help your flow here for cash sales so you don't have to enter contact details?

  3. When a custom P&L is created it does not update if there is any change in the chart of accounts. For example, if we move a nominal from the P&L to the BS it will still show in the P&L if the custom report was created before the move. This is a major flaw and when raised with Xero we are told to just re-do the custom reports, some of which take a long time to do.

    4 votes

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  4. Please allow us to press tab after pasting text into the box, for quick copy/paste. Currently, if you add text and then press tab, it removes the text completely. You can only add the text and then click out of the box for it to stay.

    3 votes

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  5. Banking Feed Login - Direct Xero Notification

    I receive direct notifications from my bank platform when my business account is being accessed. Having the bank account linked to Xero is functional, but creates some security anxiety as I receive notifications from the banking platform about a login and then need to check if it is Xero. A direct notification - or even just email notification - from the Xero app would be helpful to cross reference and know that the specific login is Xero and not a security threat. I have searched quite extensively but haven't found this option.

    2 votes

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  6. It would be great to have a Leave Balances report that reported in hours to match the employees' payslip balances for management to use. The current leave balances report only shows accrued leave in dollars not hours.

    5 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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  7. As a bookkeeper, I want Xero to support bank feeds for my company’s Certificate of Deposit (CD) savings accounts. My financial institution (Chase) sends data on my CDs to the Xero feed, however, Xero ignores the CD accounts in feed. CDs are supported by other FinTech companies with similar feeds, and should be a low effort feature for Xero to implement.

    1 vote

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  8. On the Dashboard can Awaiting Payment, Display Current Month and Future as Two Separate Lines. At first glance we want to see what is happening this month, for example are the Receivables greater than Payables this month. Currently the Totals include all future Receivables and Payables. This is difficult especially when Directors are viewing via Mobile, although it's still a problem via PC.

    2 votes

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  9. Work and Income deduction as a reducing balance under statutory deduction. Work and Income have provided a total amount and a weekly amount to be paid there needs to be a function added to provide the reducing balance, this function is available in other statutory deductions.

    3 votes

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     ·  1 comment  ·  Payroll  ·  Admin →
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  10. When emailing a sales invoice which has a credit note applied, the basic email template text should quote the amount owed MINUS the amount of the credit note. The email is incorrect with regard to the amount owed, and customers often erroneously overpay.

    4 votes

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  11. Mobile/ipad bank reconciliation

    Request to show in the suggested green match it is 1 of many if more than 1 matching invoice (as it does in desktop)

    Else payments can be matched to incorrect same value invoices - what a headache to fix later..

    AND

    … find and match can only search by name or invoice number -

    Please add to search by invoice amount (as this will help with when there are multiples to choose the correct one)

    Thank you

    1 vote

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  12. Can Xero please bring back the function enabling the details to be printed with the Chart of Accounts. It was a feature when we converted to Xero, but is no longer.

    7 votes

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  13. For the 'approve and pay' user the remittance function is limited. They should have the functionality to send remittances on a batch payment and also be able to access the remittance button at a later date. An admin member of staff needs access to the full remittance capability in order to complete their duties fully.

    12 votes

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  14. New bills screen - bugs/design that need to be fixed:
    - when filtering the currency column disappears
    - the planned date font size is smaller than the due date font size meaning I can't zoom the screen
    - the from column isn't wide enough so most suppliers' names are wrapping, meaning each transaction takes up 2 lines and results in fewer transactions on one screen and more scrolling, whereas there is wasted space between the planned date, paid and due date columns which could be made narrower

    68 votes

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  15. It would be great to be able to split a supplier invoice down into instalments. ie, I receive an invoice for $1200 dated 01/01/2025 which is to be paid over 12 monthly instalments of $100 on the 15th of each month, I would like the due date to reflect this, so that when running cashflow the $100 shows as due on the 15th of each month.

    1 vote

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  16. I have a client that sometimes has 20+ inventory items on a bill, with similar description, but sizes different. They enter bill in a logical sequential order, but when you add them to the invoice, all to same invoice, its not split between different customers, the items are in a different order with no order, not even items code. IT frustrating client in the process to reorder the items it taking much longer

    1 vote

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  17. Voice automated codes for super approval when overseas where mobile carriers have restrictions on text messaging.

    1 vote

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     ·  0 comments  ·  Payroll  ·  Admin →
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  18. i would like to that when you have made a superannuation payment through Xero, that it creates a bill, with a screen shot or a list of employees that has been paid. will make it easier for when you have an audit.

    4 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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  19. It would help if the list of emplyees were sorted in alphabet order, by Surname. Also, a BACS report that just shows the employee, amount to be paid, and the total at the bottom.

    6 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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  20. Create your own placeholders for email templates - For example, I want to create a new placeholder for the previous month.

    11 votes

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    Hi Kirsty, having looped in with the team this placeholder is not something that has been developed in new invoicing and isn't on the immediate plans at present.

    For the time being, you'll be able to use the shortcut shared in classic invoicing. We'll re-open the idea to continue building traction in this here and I'll update you if there is any progress surrounding placeholders that'd help here.

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