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  1. Currently when you create and apply a credit note to a sales invoice, as soon as you hit approve it'll take you back to the invoice, so I then have to click back into the credit note.
    I'd like to have a dropdown option to approve & email the credit note to the customer if possible.

    1 vote

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  2. Integration of all employee leave taken with a shared calendar in outlook or calendar in Xero itself that everyone can view to see who is on leave and when.

    5 votes

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    0 comments  ·  Payroll  ·  Admin →
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    Hi everyone, appreciate your interest in a shared calendar for Payroll in NZ. With payroll products being worked on quite separately we have split this idea out from this one, so we can track the interest for this in each product and keep you updated.

    Being open this isn't something we have immediate plans for in NZ payroll, however we're keen to continue to track the interest and can keep you updated if there are any developments.

  3. We often receive order's from one customer(partner) but deliver is to a difference customer(partners Customer) how can do this in Zero?

    1 vote

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  4. We often receive order's from one customer(partner) but deliver is to a difference customer(partners Customer) how can we do this in Zero?

    1 vote

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  5. It is impossible to us the credit card bankfeed function and allow for the credit card user to account for these expenses in Xero Me.
    Solution: allow for credit card transactions to pull through into Xero Me via automatic sychronisation. This should provide a more streamline approach to recordinng individual company card expenditure, remove time in reconciling missing receipts and remove duplication.

    1 vote

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  6. When exporting reports to Excel they are coming in with very narrow row heights. By Default Excel will create a row height 4 points larger than the font. Eg: default font is 11 points and row height is 15 points. If I increase the point size, the row height increases.

    My exported reports have the general data at 9 points but the row height is at 11 points - and I'm constantly having to modify my spreadsheets.

    It appears that Xero believes that a 2 point difference between font size and row height gives enough white space to make the…

    1 vote

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  7. In Xero HQ, we’ve set up client groups to help manage user access more efficiently based on group membership.

    We’d like to suggest an enhancement: when setting up a new file and assigning it to a group, it would be extremely helpful if access could automatically be granted to all users who already have access to that group. This would eliminate the need to manually reassign access for each new file.

    We kindly ask that you consider adding this functionality to Xero, as it would greatly improve workflow efficiency and reduce administrative overhead.

    2 votes

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  8. Add Country Bank to supported banks.

    1 vote

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  9. Will it be possible to select multiple option for a user instead of select only one option?

    1 vote

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  10. Improve the notes visibility on bills

    currently they are not visible at all on overview screen like Bill to pay>awaiting payment and by default they are un opened when you open a bill to view it

    1 vote

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    0 comments  ·  Admin →
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  11. Currently, when we run the reconciliation report for this year, it displays an opening balance for both sales and purchases but not for the VAT account transactions. This means the report doesn't reflect the real-time status of the VAT account.

    For instance, previously filed VAT returns are incorrectly showing as unfiled, and any payments or collections from prior periods are not included. Consequently, we see a significant outstanding balance that doesn't accurately represent our current position, as these transactions were processed in the previous accounting period.

    Ideally, the reconciliation report should display the actual unfiled VAT on both sales and…

    1 vote

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  12. Can you please allow DEXT to have an option to allocate invoices/receipts etc to projects, not tracking categories. Its double the work to enter invoices in DEXT, then have to click into each one again in Xero to allocate it to a project. We need to be able to allocate the project before publishing to xero.

    1 vote

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  13. Hi Xero. I can log into Xero on my phone using facial recognition, but it's not available on my desktop, why is that? Should be easy to do, right? Current MFA whilst necessary is cumbersome, facial ID is simple and safe.

    1 vote

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    Great to hear that you find the Face ID authentication on your app useful, David. This may be something we bring to the desktop over time but isn't in the plans just yet. We'll feel out the interest for this from the idea here and I'll keep you updated of there's any news to share.

  14. 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!

    5 votes

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  15. It would be helpful to be able to edit the supplier a bill and subsequent payment is posted against.

    For example we have suppliers with numerous accounts and sometimes a bill gets posted to the incorrect account. Of we have a supplier eg Telstra where there are a number of accounts being posted under that supplier. Then we decide to create contacts for each individual account and would like to move the past bills for each account.

    1 vote

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  16. Please release Cheque Writing facility to Global users

    1 vote

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  17. It would be great to have the ability that Xero gives you a warning when an item line in Invoicing has a $0.00 in the unit price before been approved.
    We have had clients that missed completing the price and then the Invoices are sent out.
    It would be handy if they got a reminder that this is $0.
    Thank you

    2 votes

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    Thanks for sharing your idea with us, Gordon. As there are also legitimate scenarios where some customers may send 0.00 invoices adding an extra warning could also become frustrating.

    This is something we may consider as an optional control longer term but want to be upfront that we don't have any plans of right now. For now we'll get a sense of the interest in this from your idea here.

  18. On the Profit and Loss report there is no ability to show percentages, if tracking categories are used as a filter. We want to see COGS as a percentage of trading income, and Net Profit as a percentage of trading income.

    1 vote

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  19. Invoicing - I am a massive user of Xero. Managing 3 businesses & work very long hours on Xero. Yes I despise with a passion the new & improved invoicing. It's clunky, clumsy & slow. It has removed all of my shortcuts.........regardless, I'm guessing no one in Xero care. Is there somehow you can make it more compact, it's so large & some of the smaller monitor screens it doesn't seem to fit the display area very well. Luckily one of the businesses I work for are software engineers & have offered to make addons for me to make my…

    1 vote

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    Hi 👋, sorry to hear the challenges you face with new invoicing. I can guarantee you we care, and we've been constantly sharing feedback from our community with product teams directly as they continue to build on this experience.

    In terms of the compactness - this is something we heard feedback on. While we can't make everything the same as it was in classic, over the past couple of months our product team have released changes to new invoicing to reduce padding, text size, column widths and make smaller changes to the placement of actions and buttons based on user feedback. We don't have intentions of making further changes around this, however another option you could explore would be your browser ad monitor setting to maximise the content you see on your screen at once.

    In terms of the repeat invoice with a billing period that you mentioned - perhaps …

  20. I am "one man band company" and use Mettle Bank in the UK. It offers the the facility to put money into "pots" so that I can save for things such as Corporation Tax, VAT payments etc. This is basically a bank account within a bank account and one which I find very useful. The downside is that there is no obvious means to keep track of what is in each pot within Xero and complicated by the fact Mettle does not stream the total in each pot via the connection only the total amount with the bank account itself.…

    1 vote

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    Hi Neil, perhaps worth engaging your accounting advisor on, however from the sounds you could create 'suspense' accounts in your chart of accounts to reconcile these amounts from your bank account too. Effectively when you make you create a transaction that is related to the amount that's been allocated to a pot you could then make a payment on the transaction to that 'pot' account in your organisation. This way you could run the Account Summary report to keep a constant track on the amounts you have unallocated in your pots.

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