4584 results found
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New Invoicing | History - record when invoice has been copied
History needs to show when an invoice has been copied and which invoice it has been copied from and to.
4 votes -
Reporting: Archive Custom Reports
In the custom reports menu, if you are no longer using a report but may need it again, the only option is to leave it there or delete. There is no option to archive the report. It would be good to have this option in case you need to refer to the report later.
1 vote -
Payroll: Employee Documents attached to Employee Card
Would love to be able to attached employee documents to the employee card in Xero
21 votes -
Multicurrency- Batch payments of Foreign Currency Bills.
Batch payments of Foreign Currency Bills.
Dear Xero,
Please consider the feature of being able to batch up foreign currency Bills. We often pay multiple invoices in one go, having to reconcile and mark as paid 10 invoices is extremely time consuming.301 votes -
Cash flow - add invoice or bill number to "What" description
Can the bill or invoice number be added to the description shown when Xero automatically adds it to the short term cash flow. See picture for item added manually where we add the bill number and then item added by Xero where none is shown. This will really help where we have multiple items for the same customer/supplier for the same amount.
3 votes -
User Settings - Option to update name without changing historical data in org
Allow to change user name for a specific email, without changing the name on 'ALL" historical notes on profiles.
Currently, if i have a new user/employee doing the same roll and a previous user/employee, with the same email/log in; if i change this user name, ALL of the notes for that email account log in get changed to the current user name, so it is difficult to make out who actually made that/those notes without looking at the dates to work out when that person/started or left the role!2 votes -
Contacts - Show date on files added to contact
Files added to contacts - can we please show date against when each file is added to a contact ? Add a column to the attached screen to show Date Added
2 votes -
Invoices - Show paid date on invoices screen
Put the paid date on the Invoices screen. It would be really nice to have the paid date showing so I wouldn't have to click on the invoice to see when it was paid.
11 votes -
Payment Services - GoCardless Integration
GoCardless offer Subscription Templates and the processes by which customers can sign up for them are simple and effective.
For my company offering Boiler Service Plans it would be great to use GoCardless to sign customers up, but then have Xero keep a record of Invoices and Direct Debit Payments.
I see it working like this: A customer visits our website and picks the Subscription Template that suits them. They click to set up a Direct Debit Mandate via GoCardless. That GoCardless Customer is matched to an existing Xero Contact or a new one is created. GoCardless then generates monthly…
1 vote -
Budgets - Calculate as a % of another line
I'm setting up a budget in Budget manager. Is it possible to budget that one expense line is a percent of another - eg Superannuation is 11.5% of wages payable?
Makes life easier and saves errors with copy typing
2 votes -
Budgets on the business snap shot
Would it please be possible to have the budgets on the business snapshot.
This would give all businesses a complete overview of the company and its position in one area.
Out with the pulling off the management report as a in line with the quick snap shot.2 votes -
hubdoc document into review
Force Hubdoc to move documents into review. Often there is a document that has failed, and despite the price, supplier, date, etc, all being clearly visible in the document, it still fails. After filling in all the details I would like a way to 'force' it into review so I can leave it ready in the list to look at. Either this or give a valid reason why it has failed. Often almost identical documents fail or go into review for no reason
2 votes -
Invoice - Ability to automate payment reference
It will be very efficient if there is a feature automating invoice payment reference i.e. Sales or Service Invoice numbers
1 vote -
Bank Transaction Report - Add reconciliation Status
In the Basic Account Transactions Report (Common Format Bank Account Transactions) Can you please add the Reconciliation Status for each Bank Transaction. Both as a field and a filter.
1 vote -
Date of Custom P&L report category column
In response to the "Custom Report - Update-able date column" idea (now closed), you recently added the option to 'Follow report date range' so your custom date columns will automatically update based on the date you run the report for.
Why (on earth!) is this not the default behaviour? This is what I thought should be happening and have spent ages, included a support session, trying to sort out the implication of it not working as expected. The column date should normally reflect the report date, surely.2 votes -
Sales | Refunds - Ability to process in bulk
We would like to upload a batch of customer refunds via csv instead of going in one by one to do a refund per customer per invoice.
2 votes -
Pay Day Superannuation
The ability to make pay day superannuation contributions (on a weekly basis) prior to the government mandated deadline of 2026.
2 votes -
Xero Payroll Journal non-cash option for the Cash Summary Currently all transactions from the Payroll Journal will pull through to the Cash
Currently all transactions from the Payroll Journal will pull through to the Cash Summary Report.
A suggestion to add a function within Xero Payroll to exclude the Xero payroll journal from showing on the cash report.
3 votes -
Comments on Online invoices to go to the "reply-to" email not user email
If a customer submits a comment on an online invoice, the comment is email to the user that created the invoice INSTEAD of the default reply-to email address that's set within the Xero organisation.
The whole point of setting the default reply-to was to ensure that all invoice queries go to a desired email address, especially before comments feature was created.
However now the comments get emailed instead to the user that created it, which defeats the whole purpose of having a default reply-to email address set.
Either it should simply go to that default reply-to email, or have another…
4 votes -
MFA - Move cursor to code field automatically
When I login to Xero, I enter my email address and password and am taken to the second page (MFA).
I'm then asked for the authenticator code, but I have to click into the field to enter the code.
Xero knows that there is an almost 100% likelihood that the first (and only) thing I am going to do on that page is enter the MFA code.
Xero should automatically have the cursor in that field so that I can type the code without clicking into the field.
7 votes
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