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  1. When uploading a 20% vat rate expense via the Xero Expense App please allow for the VAT box to be overwritten if required. This is an issue when the Xero rounding is different to that on the receipt, usually by 1p.
    Thanks
    Andrew

    11 votes

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  2. Add a "DUE" Column to The new "Customer Invoice Summary" report if it is to replace the "Customer Invoice Report". At the moment the proposed change will remove functionality. We rely on the current Customer Invoice Report to update our cashflow. The proposed "BALANCE" column is not the same as the "DUE" data. "BALANCE" only gives Invoices not paid at end of filtered period rather than what is left to be paid period.
    Alternatively..... DO NOT RETIRE THE CUSTOMER INVOICE REPORT!!!!

    3 votes

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  3. In order to review salaries, it would be extrememly helpful to be able to generate a report with employee names and annual salaries

    19 votes

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     ·  9 comments  ·  Payroll  ·  Admin →
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  4. In the Reconcile Accounts view it would be great to be able to have a link to the item you are about to reconcile - like the "more info" on the statement side of the reconcile view. Often payments appear to match but it can be hard to tell without seeing the detail on the invoices or payments that have been registered against the invoice.

    5 votes

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    Hi Rob, if you click the Find & Match text above the right hand side of the match this'll pop open the Find & Match modal where you can quickly open the invoice in another tab to check it's details. 

    Is this what you were after?

  5. Please please can you sort your system so that when we are bulk importing our annual jobs that it is possible to import the budget also - I have asked for this for many years but to date nothing has changed. I hope that now that you have finally updated the system, after several years of empty promises, perhaps this is now a possiblity. It is far too time consuming to enter the budget manually with over 1000 jobs and would speed up our invoicing if the budget field was imported instead of having to look elsewhere for the fee.…

    17 votes

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  6. To be able to customise the Aged Payable report by adding GL Codes to the columns, and then being able to group by this as well.
    Thanks

    5 votes

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  7. In Xero Project it would be useful to create sub teams within the staff. For example, we have different office locations and would like to filter our reports, or view projects by those office locations.

    6 votes

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  8. When you look at the PAID invoices it shows years of invoices and would be nice if you could archive previous years. If a person is no longer affiliated with your company and they had previous invoices they cannot be archived but the person can be archived.

    8 votes

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  9. It would be helpful to access the reference field in the bank reconciliation screen without needing to click "add details"

    8 votes

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    Hi team, thanks for sharing how this idea could make your workflow a little simpler when reconciling. While we're continuing to work on efficiencies to reconciling in Xero, I want to be open that adding the reference field to the main screen is not in our short term plans. We're continuing to stay engaged with the interest from our community across ideas in this space and if there is any news we will share with you, here.

  10. A drop-down list when adding a Task under a project for an Estimated expense or an Expense. We only see a list when we type something. What if we want to see the items in alphabettical order starting with the 1st item?

    7 votes

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  11. Being able to remove or delete staff in Project Timesheet

    2 votes

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  12. currently we put all of our mileage through as an expense claim and then make a bath payment once it is a certain amount, however when creating the batch payment, the report produced at the end just simply stated expense claim. this can be clicked to go in individually however it would be nice if the description for that expense could also be shown so that it produces a better overview of what is being paid. even if this is just an option to add different columns that it can be selected from, that would improve things.

    4 votes

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    1 comment  ·  Payroll  ·  Admin →
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  13. I have a particular client where we use tracking categories. We have set up a tracking category called jobs so hours and expenses can be allocated to these jobs. However, errors occur, and it would be great to be able to reallocate find and recode just like you can do with other times to move those hours or expense from one job to another.

    4 votes

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  14. While it's nice to be able to enter a fixed value discount in our business we use % discounts only. We find the new quote discount field feature that requires a % for the discount or it defaults to $ amounts is causing us to make errors. This is especially confusing as it use to default to % and the invoice still does. I have a couple of suggested updates:
    - Create a site wide setting to choose whether your default is $ or %.
    - Include a dollar symbol when it is a fixed amount discount to highlight it's…

    29 votes

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  15. Tick boxes on the awaiting payment bills screen to remain after editing a bill in Xero.

    Before the new update to Xero, it was possible while ticking bills in the (Bills - Awaiting Payment Tab) - for a batch payment, to edit any that might have a slight error. For instance if you had ticked about 100 bills and noticed one had the wrong amount, it used to be possible to edit it, use the back arrow to go back to your Awaiting Payment Tab and all the bills you had previously ticked, were still ticked (or highlighted in blue).…

    3 votes

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  16. Povide the ability for the bank rule to code to Items/Products/Services codes as well as GL codes

    6 votes

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  17. We would like to be able to go next and back through GST periods/returns on xero. At the moment you have to got back into the GST report tab to see the next/previous period. You should just be able to click next or pervious off to the side

    8 votes

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  18. It would be nice to have the ability to add/remove the arrows from Variance Reports. Some clients don't like them and only want to see the dollar value.

    14 votes

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  19. Reports: Project Financials
    Include the ref of bills and invoices as an optional column on this report. At present the only way to include this information is to re type it into the description of each line on a bill or invoice, which is not efficient.

    5 votes

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  20. Fixed Asset Schedule report you cannot edit the layout, we would like to be able to edit the layout mostly to insert page breaks.

    9 votes

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