When we process a pay run and click to 'Download Bank Payment File' we would like to be able to change the payment reference on either a per company or per employee basis. Xero appears to default the payment reference to 'PAIDOK' which confuses employees. A payment reference of 'SALARY' or similar would make more sense.

Allow more details to be added to the Invoice template, i.e. site address, insurance company, policy no. etc

Add ''Pay now" to the body of the email instead of the invoice

When a quote has folders it would be great to have the ability to have tick options to either include or not include costs or print or not print the folder & its descriptions (Giving the ability to hide details from the customer but not remove any costs from the quote / folder)

When emailing off a quote, it would be good to have an option of uploading a file from a server or from current documents saved on WFM itself. Then sending off in one email. Rather than having to download a quote and sending an email manually.

Being able to adjust quantities in the main quote / information tab, rather than having to go into each cost in a new window to change the quantities.

Quote Folders Expanding
Option to expand the folders and keep them open. (Even when clicking in and out of costs etc)

I have removed the 'details' from the 'financial details' on our supplier contacts so when I do a batch payment, it automatically pre-fills with the invoice number I am paying. Once I make the payment, Xero then uses this invoice number and add this to the contact financial details which means when I do the following weeks payment, it has the incorrect invoice number in the batch payment. I purposely have the details blank so the invoice number pre-fills correctly.

Users can copy and create a new repeating invoice from an existing repeating invoice rather than having to copy from an existing approved invoice.

Show the email subject line in Xero files.

It's simple enough to forward emails with invoices to my xero mailbox, but I don't have control over the filename. It would be great if Xero can show the subject line. That way I could change the subject line when I forward the email. It would look like a note on the invoice in Xero Files.

Almost all the payment providers are now settling the amounts with the fees deducted from the captured/sale amount. This needs to be reconciled as two lines 1) Transfer to cash control account and 2) Bank fees.
Currently there is no way to create a rule for this, hence it is a big overhead for the reconciliation, with almost a large chunk of card sale having to go through this process.

Can the product team please take care of this on priority? thanks

Ability to change the customer address on unique invoices (so not always the address of the contact)

Ability to have "Add Notes" in + sign drop down to create master notes for that particular client file.
These notes will help in day to day processing as well easy hand overs.
As of now we prepare such notes in different app and keep them open while processing.
Thanks
Ritu

Problem: Xero connected to the ATO for activity statements. Client prepares monthly IAS (PAYGW only), Adviser prepares quarterly BAS (GST and one month's PAYGW). Adviser has to disconnect from ATO to finalise BAS in Xero and import into Xero Tax (to be able to send to the client for electronic signing and then making lodgement to the ATO).

Solution: make it possible to finalise the AS in Blue Xero without disconnecting from the ATO, allowing Client to continue submitting IAS to ATO from within Xero and Adviser to import into Xero Tax to send for e-signing and lodgement.

When viewing a job, the estimated, actual and remaining hours are shown. We book billable and non billable hours to a job. It would be great to see the billable actual hours as well and the overall actual hours

I can email my receipts to Xero, when will Xero be integrating the same sort, file, and account application features that Hubdoc has so that I don't have to use Hubdoc at all?

Ability to report on multiple organisations within one report, whether it's one report with sections, or separate reports within a multi-page report with one page per company. Could possibly work where the organisation is treated like a contact group, ie another layer of filtering/grouping.

Ability to export contact activity or notes in a readable format eg PDF or Excel (dates/detail)

Many companies have a separate email address for receiving invoices and another for statements. Is it possible to add a tick box in the contacts so that invoices go to one email and statements to another, as currently the only way is to send everything to both emails (or delete the one you don't want each time)

Remittance Advice - Print Account Number on Remittance Advice where one exists in the Contact file.

The customer account number needs to be shown on the remittance advice for the supplier to identity the payments. The company address is insufficient. Trade suppliers need this to match the payments received