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  1. Would be great to be able to add an expected win date on a quote so that it can show in the short term cashflow (STC)feature. Would save adding it manually again via the Add incoming outgoing money feature option.
    All the details are present just need to make it presented to the STC. If it's won then it changes status. If lost it's removed from the forecast.

    1 vote

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  2. More than four bank accounts for employees: It would be helpful if we could have more than four bank accounts for employee wages to be split into. A minimum of 6 would be good as a few employees have asked for money to be split into more than four accounts.

    3 votes

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    0 comments  ·  Payroll  ·  Admin →
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  3. Do you have the currency option on Trial Balance as you do the profit and Loss and Balance Sheet?

    9 votes

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  4. It would be handy if account transaction list that shows when you click on your bank account could be modified to include / remove different fields so that you can see information that you would like to see when looking at bank transactions without having to create a custom report.

    5 votes

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  5. The supplier address is shown on the PDF bills, not the tax ID. Please include the tax ID in the bills for US region.

    2 votes

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  6. When the Switch rule is set for an account group in Balance Sheet, only individual accounts with negative balances are moved. Please allow option to switch for the whole account group, not individual accounts only.

    3 votes

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  7. Set a particular contact field (e.g. account number) as a mandatory field, so that an invoice cannot be issued without that field having been added to the customer account.

    9 votes

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  8. If I already have a bank feed setup for an account and then go to add another bank feed, the system skips the screen where I choose the bank. I have bank accounts at more than one bank and unless I disconnect every feed I have setup, Xero skips the bank choice screen and ASSUMES it's at the bank I already have a feed for.

    2 votes

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  9. Hi there,
    Is there any way you could integrate the photos I put on my Starling Bank account of receipts I receive for purchases for my business account, so that I don't have to enter them twice, once on Starling and once on Xero.
    I realise this is not an option, as it's not happening, but the notes I add do come through, so could the photos too?
    In this new digital paperless world, it would be good not to have to keep every receipt and have to remember to photograph it twice. Hubdoc doesn't help, because you still have…

    7 votes

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  10. it would be great if there was a tick box for being to select if a contact wants to be excluded from marketing contact. if there was a tick box, it would be handy to be able to generate a report showing those who you can contact and those who have opted out, and being able to export that data to excel. i know xero is a finance platform rather then a direct crm however it just seems that for small businesses especially this would be a great tool and as xero does generate reports and exports to excel anyway…

    5 votes

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  11. we should be able to do a csv bulk upload for receiving payments on invoices. the filed highlighted in yellow should be in a csv file, other fields such as invoice number or ref can be added. we do bulk upload and the invoice automatically updates with the payments.

    21 votes

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  12. When setting up new employees from another system, it would be great, if we could import the past earnings information.

    7 votes

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    2 comments  ·  Payroll  ·  Admin →
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  13. Could an enhancement be made so we are able to delete archived codes in bulk, either at practice level or client level, rather than having to do individually? would be helpful

    2 votes

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  14. On the Bills page, the New Bill button has been moved top right. More distance to travel = more time wasted. Need to look harder to find it too because it isn't where it was and the New invoice button still is. No - the new colour doesn't help that much as I am colour blind. Could you please move the New bill button back to top left of the screen like the New invoice button ?

    When I enter a bill where there is an outstanding credit, I go and Allocate credit. Great but after doing that the screen…

    2 votes

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  15. Please add the Product Code as a reportable field to the Transactions Report (and any report that looks at 'Descriptions'). Any transaction description that is genrated from a 'Prodcut' needs to include the Product code to give an essentail higher layer of analysis - i really dont know how anyone can drill down into their Sales data without it? It must be a tick box to add as it will be in the same table that the description comes from. Please just add it or offer a custom report building service.

    5 votes

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  16. I have a bill to enter from a supplier with around 40 line items.
    The supplier does not list unit prices on their invoice, so i do not have accurate unit prices to enter for each line item to match the line item total.
    This means i have to calculate and enter each line item unit price individually in order to match each line item total.
    If i could enter the line item total and qty, with xero automatically calculate/enter the unit price, this will make entry of these bills significantly quicker.

    4 votes

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  17. Show the next Annual Leave and Sick Leave anniversary dates on payslips so employees know when their next entitlements are due.

    3 votes

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    0 comments  ·  Payroll  ·  Admin →
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  18. In the Employee section, under Employment Tab:
    Have a section/box for Award - maybe a drop down menu to choose from? There are only 122 Awards and that doesn't change.
    (as well as classification box - don't remove that)

    5 votes

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    1 comment  ·  Payroll  ·  Admin →
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  19. When I send a paid invoice pdf to a customer I would like it to show the original currency and also the currency they paid in. I'd also like it to show the exchange rate of the payment, rather than the Xero calculated currency. At the moment this field isn't available in the docx merge fields.

    3 votes

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  20. Being able to filter on the Short-Term Cash flow would be very helpful. For example, if I create an invoice but haven't sent it yet, it's included in the projected income, but if I can tell the report to only show invoices that have been "Sent" it would only include invoices that have actually been sent to the client.

    2 votes

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