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  1. I will like an option that will force customer to register to Auto Pay.

    All our customers agreed to use Auto Pay and most of them "forgets" or "don't see" the Auto Pay checkbox option. So, what happens, they pay thinking they have subscribed to Auto Pay.

    This option will make our billing management so much easier.

    A quick fix to that issue could be the following:
    When they select the button "Set up auto pay", then the Auto Pay checkbox should at least be already selected.

    8 votes

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  2. Similar to the ability to email bills into Xero, can we get the ability to email in invoices into Xero please?

    Bill email notes
    https://central.xero.com/s/article/Email-PDF-bills-into-your-Xero-organisation

    20 votes

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  3. Invoice templates are editable, but bill templates are not.
    Would like to be able to add searchable fields to a bill without removing those that are already there.

    27 votes

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  4. The Profit and loss report: Compare tracking are amazing, but still needs the following:
    1 - To be able to edit the heading/remove the dates from the heading (as this is all reading showing on the top of the report, and can be very cluttering if every heading is starting with 1 June - 7 June 2022 ....)
    2 - in the old P&L: compare reports, the columns/tracking that was not applicable "disappeared", with the new reports, I'm seeing ALL my tracking that is available, and not only the ones applicable, please do the same for the new reports

    9 votes

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  5. The columns visible in Bank Statements and Account Transactions under Bank Accounts are totally different. This makes it almost impossible to search for matching transactions. Can you have default columns that can be selected? Some of the columns are only available when the statement is uploaded and I'm not sure even how useful they are.

    5 votes

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    Hi Ann, it'd be good to understand more of the detail that you're seeing on each of these screens that is useful to you - Perhaps there's a report we can suggest that gives all that you're after? 

  6. Can you make the "Paid From" and "Reference" fields wider in the Make a Payment section of the bills and invoices? I like detail in my Reference field and there are only 14 characters that you can see and in the Paid From field, you can't see both the account number and the text.

    3 votes

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  7. Would love the ability to copy an existing repeating bill instead of having to open another window with all the features that the new repeating bill should have and having to manually add them all.

    16 votes

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  8. Under Bank Statements, you should be able to search all records with an Unreconciled Status. When you Search and select "Unreconciled" in the search bar, you still get ALL records -- reconciled and not.

    26 votes

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  9. I use the Profit and Loss reports to do monthly management accounts.
    This will be a few day after month end.
    Currently I need to select year to date and manually change end date of report.
    Or reselect start date as if saved as a custom date it assumes I want to report on same length of period each month.

    2 votes

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  10. Bills to Pay export report that contains Overpayments does not currently agree to Aged Payables report. The Overpayments are displayed as a positive value instead of a negative value. This means that the Bills to Pay export report is overstated. Please correct this.

    2 votes

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    Trying to better understand your idea here, Niamh - When you say Bills to pay export, would this be when exporting a list of Bills from the Bills to pay screen? 

    Overpayments for bills would be treated as credit available to be applied to a bill - Unlike Prepayments which would be treated as a debit that would be applied at a future date to a bill that has yet to be created. 

  11. Can there be a system setting which controls the default option on Invoices for the Approve button.
    It is currently Approve & Email and we would like to have the default as just Approve.

    If it was a system setting companies could chose best option for them.

    350 votes

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    Hi everyone, thank you for your feedback on this here. Through testing we found that majority of our customers would Approve and email an invoice at once, which is why this was developed as the default in new invoicing. That said we appreciate others would like a different action as their primary option.

    While we don't have direct plans for adding the ability to set a default for this action, we're listening to your feedback and looking into how we can improve efficiency and speed things up for you when using new invoicing through the use of keyboard shortcuts. We'll share more news when we've confirmed what this shortcut looks like and are closer to providing this to you all.

  12. When switching between (many) entities the visible list is too short, necessitating a frequent search for the required entity. There is ample space to make more of the entities visible.

    4 votes

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  13. When negotiating salaries It can be beneficial to express an amount net of tax and super. Xero does not calculate this other than imputing different amounts of gross wages to achieve a net figure close to required net amount.
    Maybe something you could add to future upgrades.

    6 votes

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     ·  1 comment  ·  Payroll  ·  Admin →
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  14. Ideally looking for the ability for GPS tracking in the XeroMe time clock feature would be a big winner

    38 votes

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    9 comments  ·  Payroll  ·  Admin →
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  15. The ability to create a repeating invoice to a customer group

    12 votes

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  16. Include a new field in Payroll Employee data with employee number. Employees will have a unique identifier in Xero. For any new employees, Xero will generate a unique number.

    57 votes

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    22 comments  ·  Payroll  ·  Admin →
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  17. The Management Pack report includes the Aged Receivables and Aged Payables reports. When they fall over two pages due to the volume of contacts, the column headings only appear on the first page. It would be useful (and good practice) to repeat the column headings on each page.

    3 votes

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  18. Even though the above feature in XERO has great potential for add on value services to clients, example, 90 days cash flow projections, I am very surprised that no one asked, why cant we produce a report in PDF or Excel??? Isn't this an essential part of a report?

    64 votes

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  19. We receive an email each month with a link to the invoice, which we can then print to a pdf to download & attach to another email to send to Hubdoc or Xero Bills.
    Many businesses have a 'do not click links' policy.
    Please attach the pdf invoice to the original email to save all your users those extra clicks.

    67 votes

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  20. A Simple EOFY Report for Contractor Payments - to include Income Payg and Super + contractors details + email (for mail merge) all in one report
    I see Xero are in the process of updating reports... Im yet to see an upgrade on contractor reporting, between XERO and the ATO, im sure these clever people can come up with something more efficient. I finally have got Recipient created tax invoices flowing (still could be better if POs worked as well as Bills do in XERO - another idea here) EOFY reports to Contractors and the ATO is very time consuming,…

    3 votes

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