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  1. Please help us to create folders with an iPhones to upload our bills, statements, etc for our monthly uploads. Thank you.

    3 votes

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  2. Hi,
    Currently Xero restricts the export of Invoice / Bills to 500 rrecords at a time.

    We, I am sure like so may other Xero users are a small value per transaction - High Transaction number enviromment and therefore even if one filters on date range for one day, the number of invoices are in excess of 500. This also means that we are unable to append files for one day at a time.

    My I request Xero to remove the restriction on the number of records while exporting Invoice / Bills transactions please.

    Please keep me posted on the…

    7 votes

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  3. The Dashboard panel "Invoices owed to you" shows the number and total of
    * Draft Invoices
    * Awaiting Payment
    * Overdue

    Having a fourth line showing Unsent invoices would quickly notify users of those approved invoices which haven't yet been sent, whether intentionally or in error.

    3 votes

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  4. A Referral and Affiliate program would be great. I love Xero and recommend it to other business owners.

    7 votes

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  5. The way that you can preset (and save) coding in spend money bank rules in Xero between "Fixed items" and "remainder items", it would be extremely useful to be able to do this with bills that are uploaded to Hubdoc.

    You would then also be able to save the multiline configuration in Hubdoc so that when the bill autosyncs with Xero it has the desired split between fixed and remainder items.

    Please see attached PDF. An example of this is where you have phone bill that has fixed business and personal items. The remainder of personal tolls, which differ in…

    3 votes

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  6. For smaller companies, it would be helpful to have the option to receive a notification by email or text when there are bank transactions to be reconciled.
    In larger companies, it's a daily routine to do the bank rec of course but not so in smaller companies so a notification would be very handy!

    5 votes

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  7. Ease of entering - ability to tab into 'Description' field when in 'Amounts are' field.

    Would be great to have the ability to tab to the 'Description' field and not have to double click

    2 votes

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  8. You can add formula columns and rows to a report, but from what I can tell, the column formula always takes precedent over the row. It would be cool if you choose if you want the row formula to calculate in the column formula column

    3 votes

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  9. In Xero Cash Coding or Transaction coding interface, provide a feature to allow pasting of data (copied for spreadsheet multiple row and columns) into Xero entry tables.

    3 votes

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  10. I have multiple 2018 bills to pay generated from the US Xero Payroll feature that I can not delete nor apply credit memos to. Those were always "locked" bills. I've been trying to void or zero out these bills for years and apparently, there is no way to actually do this. I've spent hours with customer support to no avail. Please put something in place to allow users/me to accomplish this task. My AP bills are messy and my cash basis balance sheet is messy. Journal entries are not a solution as the bills will never go away using this…

    4 votes

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     ·  1 comment  ·  Payroll  ·  Admin →
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  11. Multiple contacts on a Project. Projects can currenlty only be built and linked to 1 contact at a time. However. in terms of training and events where there could be multiple contacts linked this is an issue. If Xero could add the option for multiple contacts this would be great. It would save all my issues in terms of tracking a job.

    18 votes

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    Hi Megan, when your talk about the training and events could you explain a bit more of your business flow when using Projects? 

    Atm, you can create bills and invoices for different contacts and associated these transactions with a single project. 

  12. Ability : To have a function within contact to block raising purchase orders to an individual supplier.

    Purpose: To ensure no future orders are placed with suppliers, who we may have had issues with previously. Easier to have a function that would automatically flag this, as opposed to placing note within contact and relying on all to find this information.

    3 votes

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  13. The date format for South Africa is incorrect. We use a day month year format, not the American month day year format. Surely Xero can change this so its adaptable for each country and preference? Its not asking a lot of work to have that additional option. But can cause a huge issue when its not what we work with.

    4 votes

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  14. We cannot see/create leave liability in our reports and/or our balance sheet.
    I wonder how a true business value is going to be shown on balance sheet without this liability.

    To be frank and honest, it is not an idea, but quite basic necessity.

    73 votes

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     ·  16 comments  ·  Payroll  ·  Admin →
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  15. Approve employee leave requests directly from notification email.

    As a Leave Approver, I want to be approve or reject leave applications directly from the notification email so that I don't have to continually login.

    22 votes

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     ·  1 comment  ·  Payroll  ·  Admin →
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  16. Ability to update and amend or assist as a user the cash flow prediction analytics function. Currently the cashflow analysis prediction function doesn't pick up a number of our regularly occurring expense invoices and sales invoices (also sometimes it has them coded as monthly rather than fortnightly etc). Result is that for us the cashflow analytics is very inaccurate and then not usable and as user we are unable to amend or update. But think it could be a good tool if we could work with it somehow to update the AI and predictions

    3 votes

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  17. Why doesn't Xero display the currency symbol (like a $) in any of the financial reports like Balance Sheet, Income Statement, etc.? We get only the plain numbers without knowing they are in U.S. dollars (in my case) and make these basic financial reports harder than necessary to read.

    19 votes

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  18. It would be good if you can amend the layout on a payslip from portrait to landscape. Anyone else have the same thoughts?

    2 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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  19. We need to be able to select more than 2 years in smart lists.

    3 votes

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  20. Amend the sales by item report to allow data to be compared over selected periods eg year on year.

    4 votes

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