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  1. When a folder is created in Files app, it appears on the left menu and the documents uploaded in the folder appears on the right side of the screen. When there is a long list of folders created, like I am doing with the client, the list goes below the screen and scrolling down option is only the main scroll of Xero that moves the list of folders and the document display screen together. So, checking a document from the folder at the end of the list requires to scroll down at the end, find the folder and select it…

    1 vote

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  2. In Account Transactions reports, you should be able to add a column for "modified date". This would be extremely helpful when reconciling between information submitted to HMRC and the information in the nominal. I am no QuickBooks fan, but this is one feature that they have that Xero does not.

    2 votes

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  3. It would be great to be able to connect a normal SumUp account like you can Stripe or PayPal not just SumUp POS.

    11 votes

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  4. I think it would be a good idea to facilitate the location of payroll reports. Please could you create a link to payroll journals within the payroll "journal reports".
    Secondly, it would very useful to be able to amend a payroll journal report, if needed.

    5 votes

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    1 comment  ·  Payroll  ·  Admin →
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  5. Ability to turn off invoice reminders based on the invoice branding template.

    This would mean we can prevent invoice reminders being sent to customers who have payments scheduled via direct debit.

    21 votes

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  6. STP2 Allowances. Not reportable at W1 should push that information through with STP, but it doesn't. Using reimbursements as a work around is not good enough - better syncing is needed.

    9 votes

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     ·  3 comments  ·  Payroll  ·  Admin →
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  7. On the taskbar, it would be useful to have a dropdown option to link through to the last few pages that you have accessed. Maybe the last 10 pages accessed would be good, a mixture of recent searches and recent transactions. I know QBO has this and I use it a lot for navigating.

    For example, when I run a P&L and drill down to a specific bill, sometimes I would make an amendment to said bill. When I save and go back it spits me out at the CoA when I want to return to the P&L. So instead…

    2 votes

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  8. Option to data-sync Amazon, Ebay, Etsy etc accounts to allow VAT invoices to automatically assign to purchases. This would save so much time each quarter when preparing VAT.

    1 vote

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  9. Right now there’s no functionality in Xero Projects to transfer or "reallocate" funds from one Project to another.

    As a charity, from time-to-time we need to reallocate funds from one project to another (for example if we have not received enough money to complete a particular project we reallocate the funds assigned to that project to a similar one to honor our donor's preferences).

    I have tried looking in Manual Journals but there is no option there either. The only option I can find is to locate each invoice or "receive money" and change the project allocation. This is tedious…

    5 votes

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  10. Payroll admin create timesheets with start/end/break times on web.

    5 votes

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    2 comments  ·  Payroll  ·  Admin →
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  11. It would be great if there was some flag/notification visible on the Dashboard, to inform clients that you have raised a Discussion point on a transaction, that they need to address.

    8 votes

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  12. When a bank feed form is uploaded, you can see the status of this - currently if one person has uploaded bank feed form, no one else can tell. Would be great if it just showed "bank feed form uploaded and being processed" or something

    11 votes

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  13. Please enable the Microsoft Word function SKIPIF for use in docx invoice templates. Currently, we can use the "IF" function in customized invoices to skip item records according to its ItemCode, but as noted by another user in the Microsoft Office discussion, a blank row will still appear for records that meet the filter test. Read a detailed discussion of the issue here: https://answers.microsoft.com/en-us/msoffice/forum/all/microsoft-word-mergefield-code-to-skip-certain/3414ecba-e0c9-46aa-90bb-b5a205d25f5a?page=1

    3 votes

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  14. The functionality to allow for intercompany reporting when the currencies are different between the organisations - for this we would need to be able to create an asset/liability account in a currency other than the local currency. This would eliminate any Foreign exchange gains/losses on intercompany balances.

    6 votes

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  15. The ability to mark customers to exclude from sending statements, or add more filters ( including customer groups) in statements page, which will help to find correct group of clients to send statements. This will simplify collections process.

    7 votes

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  16. Currently you can itemise NANE income on the P&L, however when doing annual accounts this NANE is not tranferred to the balance sheet. This shows an incorrect current year earnings.

    1 vote

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  17. list payment amounts and dates on receivable invoice summary report

    2 votes

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  18. I have employees with bank account numbers that include a letter. Xero won't accept this as valid. The bank won't accept it as a valid account without it.

    This means that I can't have the correct bank details in an employee's information, nor can I create a .aba file with the correct details for that employee, nor can I create a bill payment for a reimbursement for that employee, nor can I pay any bill for any other entity in the same position.

    I would like to be able to pay these people the same as I do everyone else.

    5 votes

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    0 comments  ·  Payroll  ·  Admin →
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  19. Get notified when a repeating invoice ends.

    1 vote

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  20. Transactions imported by Yodlee Bank Feed do not display in the chronological order that they occur in my online banking portal or bank statements.

    As I have a lot of bank transactions on any given day, this makes it time consuming to do any kind of reconciliation between by online bank account and my bank feed import as I have to match each transaction up in the different orders they appear.

    This is a regular occurrence as Yodlee sometimes imports transactions part way through a day and I have to work out where I got up to processing these transactions…

    1 vote

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