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  1. in Recurring invoices, placeholders are essential to accurate and meaningful descriptions. Placeholders seem to currently only offer Week, Month & Year but not ‘Day’ or [DATE] or [TODAY]. (with the usual +/- feature). This would be hugely helpful for recurring daily or weekly invoices or for communicating a relevant billing period on a Monthly invoice (that differs from calendar months or calendar weeks) without having to manually update the date in description of every Repeated invoice. Currently more work is required and ALL repeating invoices need manual intervention before approval whereas if this could be automated Bills could be automatically…

    146 votes

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  2. Can you colour code each row in the "Sales Overview > Invoices" based on "status" so that paid invoice listings are "green", waiting payment are "orange" and overdue are perhaps "red"? At the moment the "Sent" column is the only colour coded column which shows "green" whether the invoice is just "sent" or "viewed" which doesn't make it easy to know which invoice to chase for payment.

    7 votes

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  3. Can you introduce a "void " button please on the invoice listing page. We have dozens of invoices that have not been paid as customer cancelled order but we cannot void them in bulk. We would like to use the checkbox next to the listing of invoices and select "void" to do them all at the same time rather than one by one which we do not have time to do.

    36 votes

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  4. We use the search facility when trying to locate a previous invoice from a customer but the search doesn't show a summary of the items ordered (the "description" column) so could you perhaps add the "description" column listing into the search results when the down arrow is pressed that currently only shows the date and payment total. We find we need to go through so many invoices just to find the one which has a certain "product" customer ordered.

    56 votes

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  5. SO annoying that when we want to send an invoice using a different email address we have to always go into "Settings > Email Settings" to change the email address and then go back into it to change back once done. Why cannot we select the "reply to" email address from a drop down just like the "email template"?

    15 votes

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  6. Can we have the ability to have a user only able to access and input timesheets, but not have access to payroll and reporting.

    6 votes

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    4 comments  ·  Payroll  ·  Admin →
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    Hi Mona, just to confirm what you're asking. Are you after a role that has both access to enter their timesheets and approve other employees timesheets without viewing other payroll information? Or simply ability to access and input timesheets? 

  7. Have the option to set your Preference to logging in to 'My Xero' instead of Xero HQ or Lsat Client you were in.

    4 votes

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    Thanks for your engagement and letting us know the changes that matter to you, Bailey.

    We've reviewed your idea again and I've slightly updated the title so this is clearer to others members on the site. We'll continue to track the interest your idea receives here, however there are no plans to change these preferences at present.

  8. When you download a P&L / BS report (whether old or new templates), and include comparative periods, there should be an option to choose left to right, or right to left. If i have downloading for Jul-22, with 12 months of comparatives, i want the oldest month to be on the left, and Jul-22 to be all the way to the right. That is typically how all excel financial models are built, and the basis of these models is historical financials.

    18 votes

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  9. On the find and match screen, can we have the ability to expand the size of the window showing the list of transactions, so we spend less time on scrolling. The find and match shows 50 invoices at a time, but you have to scroll to see them.

    9 votes

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  10. Pull a report per bank account(s) with transactions indicating to which accounts the transactions were reconciled to

    • Projects; how to group similar projects together when pulling reports

    • Projects; report to see project expenses grouped by similar account allocations

    11 votes

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  11. Add in the facility to include "description" when using the expenses app.

    Its included in all other transactions, but when expenses imported via the app it loses this feature. Wouldn't be difficult to drag this line in surely?
    Purpose - would increase visibility/transparency when reviewing credit cards

    9 votes

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  12. Using the new Contracts form, when verifying a subcontractor, you are now asked to enter the CIS Tax Rate (Gross, 20% or 30%) before you verify the subcontractor.
    You cannot save and verify with HMRC unless this field is completed. Without verification, you cannot be certain as to the tax rate.

    The error could occur where you choose a rate for the purpose of being able to 'save and verify'. If the verification failed and you required to speak to the contact, or in most cases wait for HMRC to add a subcontractor to the CIS scheme which is currently…

    7 votes

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  13. When reconciling bank transactions,
    It would be great if payroll transactions offered an automatic reconciliation in the same way that a batch payment of bills gives an auto option.

    13 votes

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    8 comments  ·  Payroll  ·  Admin →
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  14. The upgrade allowing start and end times and breaks to be entered into timesheets looks fantastic. Please can you let NZ users have access to it too.

    86 votes

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     ·  63 comments  ·  Payroll  ·  Admin →
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  15. From within your contact details or Quote or Invoice - why not have the functionality to communicate to a client via WhatsApp or send the Quote or Invoice via WhatsApp. If you are in the construction industry, acknowledging that not everyone is in construction, the craftsmen you work with only gets to Mail and acceptance of quotes in the evenings. WhatsApp's they respond to easily and quickly ....

    6 votes

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  16. The contacts screen has the financial details Bank account i.e Bank account name, BSB code e.g. 123-456, Bank account number e.g. 1234567890.

    However these are not fields on the invoice.

    https://central.xero.com/s/article/Fields-you-can-insert-into-a-custom-template-AU#Fieldsincludedinthedefaulttemplates

    Xero help out and create these fields on the invoice.

    4 votes

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  17. Our clients would like the option to show reconciled and uncoded options on the same uncoded items report. Moving from MYOB/Banklink they are used to reviewing all transactions and having the ability to add notes for us to then code and add in the accounting software. We have many clients who fill in this form for us to then enter into the software and at present then only way to show this is running a bank reconciliation report.

    9 votes

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    Appreciate familiarity to the way your clients may have worked with another system. 

    As noted in the initial idea while there's specifically a report for uncoded statement lines, the Bank Reconciliation report will provide a list of all statement lines (coded and uncoded) - Is there something missing within this report that you're looking for in this? 


    @Wayne, livestock trading is quite different to what's being asked for in this thread - you can join the idea for this across here

  18. In Xero projects we would like to add standard mark-up to materials. We are currently adding markup to each individual expense item added which is time consuming.

    26 votes

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  19. 9 votes

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  20. Could the VAT transactions report in the VAT return include the invoice number as well as or instead of the reference?

    This would make the review to see if there are any missing invoice numbers much simpler. Our invoices are created in another software package by a number of people who sometimes include text as well as the invoice number and it makes sorting by numerical order time consuming. Having the invoice number as a field would make it very easy to sort in numerical order and identify missing numbers.

    9 votes

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