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  1. I've noticed that Xero is retiring classic invoicing, and that the Xero to Xero link option is not available in New Invoicing. Xero to Xero is an important feature for many of our clients especially in groups where there is intra-group invoicing with many items on an invoice this saves a lot of time! Please add Xero to Xero to new invoicing. I also want to ask if Xero to Xero can please automatically attach the pdf version of the invoice to the bill created in the opposite entity as this does not happen automatically.

    4 votes

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    Hi Michael, we have an idea for Xero to Xero in new invoicing and want to be open that this isn't something we'll be building into new invoicing however there is still a way to use this feature. You can have a read of my full post on the idea.

    In relation to your second idea around auto attaching the PDF of an invoice when it's created as a bill in the recipients organisation. I'll slightly amend your idea for this here and we can get a sense of the appetite for this.

  2. The attached 'Supplier Statement' report has been 'retired'. Please consider reinstating this in Xero. We buy in euro and for financial audit purposes at every year end we need to issue this report. There is now nothing like this on Xero which makes no sense as we can't report without a mass of manual work to make a report outside of Xero.

    11 votes

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  3. Can we get a regular balance sheet in the Advisor (management) packs?

    For some reason it provides a summarised version, with statutory lines only (eg Fixed Assets, Trade debtors etc) but not the TB account by account.

    "More" even has an "Account codes" option, which doesn't work 😕

    Come on Xero!

    1 vote

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  4. The ability to customise a CSV output for Batch Payments as different banks want it in different format

    1 vote

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     ·  0 comments  ·  Payroll  ·  Admin →
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  5. If the VAT201 report endpoint is added to the Xero API, it could save businesses doing the reconciliation for their clients and their tax returns. The report could then be saved directly to an excel document based on specific dates and this could lead to hours of time being saved for the people doing the recon.

    1 vote

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  6. Would be good to be able to link your payment card reader to program so you could direct print invoice after customer pay by contactless using hims credit or debit card

    1 vote

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  7. As you’ve found, right now it’s not possible to only show the organisations logo or to remove the organisation name from the email. This would help in customizing what is shown to recipients/clients.

    The best way to get your voice heard is by adding your thoughts to our Xero Product Ideas. Xero Product Ideas is a Xero website where our customers can share and support ideas for change.

    I’ve included a link to the Xero Product Ideas page where you can view and support current ideas or create a new one to share your thoughts.

    7 votes

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  8. GoCardless and Xero integration that supports their new installments feature.

    7 votes

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  9. It would be helpful to be able to add shortcut icons on the dashboard for all of the things you use every day instead of having to go through the dropdown menus. (similar to the way the old quickbooks used).

    For example, have a way to put an "invoice" icon on the dashboard. Or add "spend money" on the dashboard. Basically have a way to add whatever shortcut icons you want as every business is different.

    11 votes

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    Hi community - There are a few shortcuts that can help you get around and create transactions from many screens in Xero.

    The '+' icon next to Search in the blue banner enables you to create a range of different document types, similarly there are shortcuts that can be entered in Search from the blue navigation bar that will take you to different features for example entering 'r' you can quickly select and be taken to 'All reports'

    Are there other specific shortcuts you'd want to see here? 

  10. We have a client that has subscriptions that are paid monthly via card with a "debit order", can you create different payables folders and link it to each bank account so that normal operating expenses that are paid weekly can match with the business' current account and have a separate folder in payables that has all the subscription invoices to match in the bank recon screen

    1 vote

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    Hi Marinus, thanks for the detail of your needs here. While there's no particular feature for this right now, one option could be to use a consistent prefix that you add to the reference field of these type of bills.

    When reconciling the payment in your bank account, you'd use Find & Match and could enter the prefix in the Search field to look up al the related bills for that period.

  11. In the dcoding screen, if there's already a code selected then the user has to manually empty the existing code to be able to type another. This is just clunky - when the dropdown is enabled it should either clear the field or allow the user to start typing a new code.

    2 votes

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  12. We publish a large quantity of bills from Hubdoc to Xero. To implement a purchase order system we will need to be able to link these bills from Hubdoc to Purchase orders created in Xero. Otherwise Hubdoc is not really of use to us and will make the work load more.

    11 votes

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  13. We need a way to flag a transaction, either a sales, bill or account transaction that can then be pulled into a report for review before finalising BAS's etc.

    Whether that be a spend money that you are awaiting a Tax Invoice for, a bill that is in dispute, or a sales that need follow up.

    Could it be in the Bank Reconciliation menu where you can then pull the "discuss" notes into a report and the query notes could be there?

    5 votes

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  14. We would like to suggest that you enable clients to be able to provide our individual users with specified access to certain functions/reports in the Accounting module.

    2 votes

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  15. Find and Recode payments from imported statements to change the "Received as" feature to Prepayment or Overpayment.

    I have a lot of older statements to import (this particular payment provider does not offer a feed for importing automatically). These payments are nearly all prepayments, and now I have to manually reconcile them to Prepayments. Automation would be a real time saver!

    2 votes

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  16. It would useful to be able to have an edit function that allows you to change a bill to an invoice and vice versa. As clients tend to confuse these and it takes a lot of steps to copy the information over and delete the mistake.

    68 votes

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  17. Overseas Borrower Student Loan repayments have different payment dates (30 September and 31 March), there is currently no functionality within Xero Tax (NZ) to manage these payments. I understand it is not possible for the system to calculate the repayment amounts as these are determined based on the loan balance, but if there could be an override amount like for Provisional Tax that would be useful, instead of having to track these borrowers manually.

    8 votes

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  18. This is an extremely basic feature that must be fixed (in my opinion, a bug). If I create a NEW invoice, but then do not approve it or save it as a draft, and simply close the browser or the session times out) the invoice number that had been temporarily allocated to this invoice is now lost. The next time I open Xero and input a new invoice, it skips that number and uses the next number. This is ridiculous behaviour as consecutive invoice numbers are critical to many companies.

    To fix this, whenever a new invoice is started, the…

    10 votes

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  19. When transactions are listed, to have the same icon that is on other screens that shows a invoice/receipt is attached.
    This will help speed up the process when filing receipts.

    1 vote

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  20. For invoicing - if you copy an existing invoice (copy to draft invoice) - once all information is completed - when you then click "approve and email" it does not offer any credits or prepayments before sending. After you send you return to the invoice - it then shows "apply credit" - but this is too late! If you only click on "approve" then it will show the prepayment to allocate. But I believe you need it on both - approve and email should be included.

    2 votes

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