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  1. I want to export my reconciled bank transactions and include the account number of the Customer. I can then use this file to link with other systems. At present I have to add the Account number via Excel VLookup function which is tedious.

    When setting up, I made the mistake of not including the account number is my Customer name field. Wish I had now but there is no way of doing a bulk update ofgf that field.

    1 vote

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  2. The current implementation of "Who posted" information appears below the image in small text, which is easy to miss. We believe it would be more effective and user-friendly to display this information prominently at the top of the scan in larger text.

    1 vote

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  3. For scanned receipts containing a QR code, it would be very useful if the system could automatically read the code and populate it into a "Notes" field or the Invoice Reference field. This would streamline data entry and reduce manual work.

    1 vote

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  4. A contrast function for Hubdoc. Often mobile phone scanned receipts do not have enough contrast and apart from the crop function which is being discussed a contrast function would improve usability.

    2 votes

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  5. A user that has limited access but needs to be able to filter from the main screen not just start date and end date - it needs further drill down options

    1 vote

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  6. Please enable the ability to pay staff with a joint bank account in same pay run. We currently have to pay two couples with a joint bank account into separate accounts each run. Xero does not permit two payments into the same bank account in one pay run. I have confirmed with our bank that this is not an error on their end. Xero support have informed me that this is not a function that Xero currently offers.

    2 votes

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    1 comment  ·  Payroll  ·  Admin →
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  7. When adding a contact, the "search address" works fine most of the time, but can take some time before new addresses are added to the search data base and require manual entry (usually cut and paste from Google Maps.) Could this feature not be linked with an API to the likes of Googles address infrastructure to utilise their rapidly adapting data base?

    2 votes

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  8. Every transaction imported from our credit card is listed as a contact. Every fuel purchase, travel purchase, one time only purchase. MAybe have a tick box to add to contacts when required.
    There is currently no ability to delete contacts, we have accumulated thousands of one off 'contacts'

    2 votes

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  9. When reconciling a bill that was paid on the same day a popup shows saying "The bill was raised after the payment you are reconciling to."

    Would be nice if this basic logic was corrected and that message only shows if the bill was indeed raised in the future, not the same day.

    Seems like an entry level software bug for a junior to fix.

    2 votes

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  10. I'd like to recommend add the new functionality in Xero to add an overdue amount to an invoice.

    Thank you

    2 votes

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    Hi Anna, when you say overdue amount would this be when sending an invoice to a customer and only showing the amount left to pay? If so, this is already possible with the email the customer receives and you can adjust the body of the invoice email to include the Amount due placeholder.

  11. Project Assigning in Hubdoc. It would be most useful if our accounting team could choose between a Billable Expense and Assign to a Project in Hubdoc. We have many small expenses that have to be assigned to projects, as the client has already paid in most cases. We have to find each one, which is a challenge, open the bill, and assign each one manually. It is so time-consuming. So much processing time. Please consider this, it would be so appreciated.

    2 votes

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  12. Being able to access supplier invoices using the link in the email. Currently we can only access the invoice related to the email. When trying to view other outstanding invoices, I get the message that I don't have permission to view that page and to have my access upgraded even though I have full access (bar subscriber). It would be great to be able to, as a bookkeeper, access other outstanding invoices. A lot of clients will use the link, see that they can access the other invoices, and not see an issue.

    2 votes

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    Hi Linda, this sounds more like something that would be best resolved individually with our Xero Support team directly(you can reach them through the Contact Xero Support option at the bottom of this link).

    With the Standard or Advisor user role you should be able to access outstanding bills (supplier invoices) in the organisation.

  13. Hi For profit loss can choose date range for our school pta we have chart accounts set up for quiz sale quiz expenses e.g could you have setting can select those to find out profit of event

    1 vote

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  14. The ability to show decimal places on one section of a report would be great. For example, to calculate a separate line on a profit and loss report and show a contribution % on it. The main report would show no decimal places, but the line showing the % would show, for example 45.5%. Would need the ability to choose how many decimal places (0, 1, 2, 3 to get 46%, 45.5%, 45.52%, 45.522%, etc)

    2 votes

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  15. Hi ,I would like to request that the "venue location" filter option be added when generating the outstanding invoices list under the "Bills to Pay – Awaiting Payment" section. Currently, we do not see this option in the filter , and having it would be very helpful as we manage multiple locations. Thanks.

    1 vote

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  16. Add a new tracking category from the Purchase Order tracking field dropdown

    1 vote

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  17. Xero now has a vast database of businesses many of which are profitable, and many of which are probably less so. At any rate, it has access many savvy business individuals who have capital willing to invest within and outside of their boarders. Perhaps it could create a meeting place for willing buyers and sellers of businesses. I for one am ready to retire. My business is marginal but has opportunities for someone who wants to get into my domestic market.

    1 vote

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    Very interesting idea, Myles. It's not something that exists atm, but I've shared back with our team that manage our website. We'll keep an eye on the interest from others in this here and let you know if there's any updates to share.

  18. When using the xero me app to capture an receipt image to upload to an expense, the capture is much too quick, and does not allow enough time for the phone camera to focus. Also it does not support multi receipt capture.

    3 votes

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  19. The ability to print receipts for batch payments is desperately needed.

    Currently there is no way to print a receipt for batch payments. There is only the ability to email receipts or print deposit summary. Deposit summaries do not contain the level of detail that a receipt does.

    Currently, to print receipts for payments recorded in a batch deposits you have to email the receipt to yourself first. The problem with this is, when you enter your email address in the blank field it then automatically updates the customers contact details with your email address, so you have to then…

    2 votes

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  20. A slight nuisance when creating bills, that seems to have started happening as part of the new invoicing 'updates' as I never had these two issues before.

    1) There is a certain bill transaction that I add monthly, usually 10-15 per month. The lines are always the same so for speed I always copy one bill to another and so on. Once I add the payment Xero sends me back to the home screen and a pop up appears in the bottom left hand corner to 'view bill'. I click on this to then copy the bill for the next…

    2 votes

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