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  1. Inventory - We are considering switching to Xero from Sage50, but have come across the issue of not being able to add an inventory item's "Bin Location" to the packing slip. We could include the bin location in the description of the item, but we don't want this to appear on the customer invoice. We only want the item's location to appear on the Packing Slip for the warehouse operatives to locate the items easily.

    5 votes

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  2. Projects - Ability to copy time entries using web platform

    Currently you can copy a time entry using the Projects app but this function does not seem to be availible using the web based software. This could be added to the hamburger menu where at present the only options are edit or delete.

    5 votes

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  3. Greetings, is it possible to add a "Make a Deposit" option to the + Menu in the task bar? We've studied the batch deposit procedure, and it seems cumbersome. It would be helpful to have a simple process to click Make a Deposit from the main options, have the Undeposited Funds account appear, select items from the Undeposited Funds account, choose which account to transfer funds to, and save the deposit with the option to print a deposit slip and summary. If you already have this process in place, I would like to learn it, please. Thank you.

    5 votes

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  4. It would be great if the Contact Name placeholders could populate the name of the individual person receiving the email rather than just the primary person for a contact.

    ex. I have a contact name for a child with the primary person being Parent 1 and additional person being Parent 2. Would love if the Contact Name placeholders could address the email to each Parent 1 and Parent 2 independently instead of just addressing Parent 1 in both emails.

    5 votes

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  5. Timesheets on xero me should have the option to enter units, not just hours

    5 votes

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     ·  3 comments  ·  Payroll  ·  Admin →
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  6. At present when you create an invoice and then use the triple dot menu and "get Link" option you are presented with a overlay which gives you the Invoice link that you can give to the customer. But this link includes an extra querystring parameter utm_source - I want a setting that stops this being added to any links.

    The links currently look like this:
    https://in.xero.com/XXXXXXXXXX?utm_source=newInvoicingGetLinkButton

    And I want them to look like this:
    https://in.xero.com/XXXXXXXXXX

    They are long and ugly looking with the UTM parameter and current I have to remove this manually from every link. I also think adding…

    5 votes

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  7. Employees have requested their net pay to be paid across more than four bank accounts, though this function is not available. Increasing the number of bank accounts would assist employees and those processing payroll.

    5 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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  8. On the Xero mobile app, it would be great to be able to search Products & Services. If a customer wants a price on an inventory item, I have to create an invoice or quote, then add an item to see a price. A Product & Services link off the Dashboard would be very helpful.

    5 votes

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  9. In the customer under account transactions it shows the list of invoices and payments. Against unallocated overpaymentsit shows the status of 'Awaiting Payment' why? we are not awaiting the payment it is shown there.

    Awaiting allocation maybe.

    Anyway this caused confusion for our sales guy who had goods arrive for a proforma customer, he saw 'Awaiting payment' and thought they had not yet paid so he did not ship the goods, (Accounts were not in to tell him) He did not see the words overpayment or even if he had, he was not accounts so would he understand it? He…

    5 votes

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  10. I would love the ability to view the Journal entry created by each transaction, from the transaction itself (without having to leave the transaction to pull a journal report). QBO has this option and I find it very useful.

    5 votes

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  11. Add preferred name option

    5 votes

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  12. Our charity places values first and in searching for a new current account for our organisation, ones with high ethical standards that synchronise with Xero is a very restricted field. CAF, Unity Trust, Triodos for example do not have bank feeds and they say this capacity sits with Xero. We currently bank with The Cooperative that scores well, and we have had to leave Barclays who have been exposed as very poor. To reduce risk we must have another account so my idea is that Xero takes the lead on establishing connections with more ethical banks enabling better choice for…

    5 votes

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  13. Include the option to add an attachment to a sales invoice note.

    Would be helpful for credit control purposes.

    5 votes

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  14. Credit Note - Email credit note over API same like you can email an invoice

    5 votes

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  15. Need functionality for selecting and editing MULTIPLE LINE ENTRIES ON AN INVOICE OR PO/BILL

    5 votes

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  16. Repeating Invoices to have complete the auto tax feature implementation

    5 votes

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  17. Xero should create Fixed Assets as a draft if they are recoded from other accounts at a later date, rather than having to completely remove them and re-enter them as fixed assets.

    5 votes

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  18. Under Advanced, History and Notes; add a option to view who deleted statement lines.

    5 votes

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  19. Please have all lines be included in a remittance so clients can have full details.

    5 votes

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  20. It would be good to be able to filter the Business Snapshot by tracking category and show only income/expenses for each Tracking Category on the dashboard e.g by Department/Region/Product etc.

    5 votes

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