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  1. Currently, you are able to pull the Contact Transactions Summary and ledger for only one contact at a time.

    If you can add the ability to pull more than one contact's transactions at a time, it would be great. It should work the same as "Account Transactions" where you choose the accounts you want to pull, just for Contacts.

    6 votes

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    Hi Elizna, you can run the Receivable or Payable invoice detail reports for multiple contacts at a time. Is there something specific about the Contact Transactions Summary that's missing from these reports that you'd want included ? 

  2. Customers receive an email with "Pay Now" option to pay online with Stripe.
    Customers will, instead of clicking Pay Now, just call up with CC and ask to pay invoice.
    Having the Pay Now button in the invoice screen would make this so much easier to process.

    Just let me pay an invoice using credit card from within the invoice screen

    6 votes

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  3. On the Receivables and Payables Detail report, include a flag that shows when a planned payment date has been manually identified (as opposed to the credit terms due date). Will simplify cashflow forecasting

    6 votes

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  4. Report preferences need more details, eg Comparison periods (to the Date or to the period), apply to custom reports, Apply to Users rather than to Organizations.

    6 votes

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    Great to hear you find the Report preferences handy, Andrew. So the team can get a pulse of what they should expand this feature to next, it's good to have a separate idea for each new element you'd like to see developed into this. I've slightly amended the title of your idea to reflect Comparison periods, but you're welcome to start new ideas for the other elements you'd like to set blanket application of. Thanks! 

  5. Ability to retrieve ABA file that was previously created / used to review the actual bank details that were uploaded to the bank account.

    Also to view which payments made up the total payment

    6 votes

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  6. Can we get multiple date entries for manual journals?

    6 votes

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  7. A single button click to re-instate a previous employee, rather than having to re-enter all the information. Particularly useful for example when employing students in college holidays

    6 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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  8. The contact details / help required for Xero NOT our contact details should be on the first page. It should not be up to us the client to have to read through various lists of things. We should have the ability to immediately send an e-mail or in some circumstances be able to speak with a human being straight away.
    A lot of times a two minute phone call will sort something out that takes several e-mails back and forth and this means a lot of wasted time.

    6 votes

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  9. When entering the weekly timesheet for employees (they complete it on a sheet and I enter last week's hours on Xero), you have to go back to Timesheets where it shows this week's timesheet and you have to scroll down to last week.

    Please can Xero create a path at the top where you can click on the timesheet week you are working on? At the moment you can only click on the blue 'Timesheets' which take you back to this week and not last week or the week you working on.

    6 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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  10. When merging multiple invoices in the new invoice format, need to be able to copy across the reference field to the new invoice.

    6 votes

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  11. Currently there is no definitive link between posted documents and the Journal Report. Having the Document reference will simplify examination of the audit trail.

    6 votes

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  12. It would be really helpful when merging suppliers if there was an option to keep all contact and financial details with the updated contact. When an existing supplier joins Xero and starts sending Xero generated invoices that you can upload to Xero if the name is even slightly different it creates a new supplier. This could be as basic as Ltd vs Limited. When these contacts are merged all the existing information is deleted and needs to be re-entered. An option to keep all existing contact information would be great.

    6 votes

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  13. I think it would be great to have a submit for approval option in timesheets on the web version just like you can with invoices and bills. I am a third party bookkeeper and therefore Xero Me isn't really an option because, I am not an employee so I can't really use Xero me and if a timesheet is submitted by an employee, it has to be sent to me for approval for editing to ensure it comes through to payroll correctly for processing as an approved timesheet cannot be edited in payroll. Not all staff are tech savvy and…

    6 votes

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     ·  1 comment  ·  Payroll  ·  Admin →
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  14. Export in CSV format to upload Payroll Payments to RBS Bankline to save manually entering payment details.

    6 votes

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     ·  1 comment  ·  Payroll  ·  Admin →
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  15. Have an "Ask" type of function within the business subscription to securely collect new Customer and new Supplier information when creating a new Contact. Particularly keen to be able to collect Bank Account details securely without needing to risk email communication of same. This feature would also ensure better accuracy of contact details and spelling of names.

    6 votes

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  16. Is it possible to filter between active and inactive inventory in inventory reports? All my inventory is listed in my reports but I only want to see active inventory.

    6 votes

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    Is there a specific inventory report you'd find this most useful in? 

    Being open we don't have immediate plans for adding this filter into the reports, but it'd be good to get this detail that could be shared back with the team when considered. 

  17. The ability to see which contact has read an invoice when it's sent to multiple people

    6 votes

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  18. I had a situation recently where we increased an employees salary but they wanted to reduce their working hours by 80%. The salary is based on 1 FTE. There is no way to actually do this in Xero Payroll. If I put the FTE salary in (to recognise the actual approved salary increase) and set working hours to 8 hours a day 4 days per week the 1 FTE salary is paid out in full over the year. But it should only be 80% of that. So I had to enter 80% of FTE and reduce the actual work hours…

    6 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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  19. Currently when you hit approve on an expense it takes you back to the To Review list. This trip back to where I started adds unnecessary clicks and load times. It would be faster if there was an Approve and View Next option, the same way there is when working through draft bills.

    6 votes

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  20. To add Sort and Filter into Quotes & Invoices and Task & expenses inside a Project, so we can filter by Price/Status/Draft/Awaiting payment/Paid or sort we we want it

    6 votes

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