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  1. It will be very efficient if there is a feature automating invoice payment reference i.e. Sales or Service Invoice numbers

    1 vote

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  2. I would like to be able to send a bank/xero link to connect the AMEX credit card feeds or other banks that enable linking via internet banking, rather than having to add the client as a user in Xero first to be able to connect bank feeds via a link. This seems to complicate the signing of completed financials and tax returns sent from xero to the client for signature. It asks them to login (when their email is connected with a Xero account just so they could link internet banking) and many clients are finding it frustrating.

    2 votes

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  3. 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

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  4. 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

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  5. 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.

    4 votes

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  6. The ability to make pay day superannuation contributions (on a weekly basis) prior to the government mandated deadline of 2026.

    6 votes

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    0 comments  ·  Payroll  ·  Admin →
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    Hi Tom, it's already possible to pay superannuation contributions weekly. Auto Super allows you to make superannuation payments as regularly as you'd like. Are there further enhancements to this process that you feel would make it easier for you to make weekly super payments?

  7. 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.

    43 votes

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    Thanks for sharing your idea, we've reviewed your idea and now it's up to the community to get behind and support it.

    It's great to see other members are already commenting to share additional detail about how your idea could improve their experience with Xero.

  8. Recently did the super and needed to add the TFN of each and every individual employee manually into the file.

    If it's a required field for the clearing house file then it should be included in the super accruals report - obviously.

    4 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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  9. Repeating Invoices - automatic price increase

    We have several client contracts which include 5% price increases per annum. It would be great if you could create a repeating invoice and specify a percentage to increase the amount by on its next repeat

    18 votes

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  10. New Invoicing - Type in Item - please change back to only searching start of field, as per old invoicing.
    Now that typing in the Item field in the new invoicing brings up every item with that word or part word in anywhere, we either need to learn all the codes, or make sure our items all contain totally different words. It takes ages to find the item required.

    19 votes

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  11. It would be helpful to assign an account to an email sent to Xero containing a receipt (similar to how this is possible in the mobile app).

    1 vote

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  12. We currently need to manually enter additions such as tips to several employees which is time consuming. It would be nice to enter all the tips with one CSV import into Xero.

    5 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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  13. In Payroll --> Timesheet --> entering hours for employees, there is no option to 'Approve & Next' employee, which would make entering hours easier. It would mean one doesn't have to keep going back to the main Timesheet menu when they are working through a roster of staff.

    44 votes

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     ·  7 comments  ·  Payroll  ·  Admin →
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  14. In the Standard Invoice template - the delivery address currently shows in the middle column, rather than under the name of the business. This is confusing if a business has multiple locations, with one centralised billing address. It means that the centralised billing office can't easily see which location the invoice is for/items were delivered to.
    It would be better to show the delivery address under the name of the "To" so it's obvious which location the items were delivered to with the name and the corresponding details of address and contact person.

    5 votes

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  15. I have a client with three bank accounts. Currently it generates me an overall Profit and Loss Statement. if I want to get a Profit and Loss Statement for a single bank account I have to download to excel to be able to process this. It would be great if the Xero system would allow this option. Thank you very much.

    4 votes

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  16. Why can't the payroll be separate to Xero? I can't allocate Employee Groups because I've already got two tracking categories in use!

    3 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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  17. Customer statement - with a customised due date option.

    The option to be able to email customer statements directly from Xero with a customised due date. Eg. Selecting email customer statements to 30th June and only invoices that are due up to the 30th June are generated and emailed (rather than everything that is invoiced on their customer card which in our case could be up to 12 months in advance).

    4 votes

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  18. Repeating Invoices have the option to provide an optional 'End Date', however it can sometimes be difficult and/or time consuming to identify the correct end date. There's also potential to miscalculate the correct end date which can sometimes result in customers being under or over charged if the selected end date results in the wrong quantity of payments.

    It would be very useful if there was a 'Quantity' option for Repeating Invoices which would automatically select the correct end date. Therefore eliminating over/under payments.

    This feature would be useful for those who know exactly how many times a repeating invoice…

    7 votes

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  19. Currently when creating a batch payment, the bank payment details fields (Particulars / code / reference) are all drawn from the payee's Xero contact details page.

    payment of some bills require an invoice number in the bank payment reference field (rather than just an account number), and this also helps to track which invoices are paid for companies with frequent / varied billing + auditing bank transaction list records.

    It would be great if either:
    a) For a specific bill, Xero reads the invoice number and places this into the "reference field" within the bill payments screen (usually works) AND…

    6 votes

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  20. Currently when creating batch payment files, multiple bills to the same payee are combined into a single line with only one set of bank payment details (although they appear separate on the batch payment screen in Xero).

    Sometimes different bank reference details are needed for each payment, and sending the details in a remittance advice is inappropriate - it would be helpful if the lines could remain separate rather than combined so that unique bank reference details could be added against each line for the same payee

    12 votes

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