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  1. When I assign supplier invoices to a project then charge the client those amounts and get paid, at the moment to then go and pay those supplier invoices after being payed by the client I have to note down all the invoice numbers then go into bills to pay and find all the invoices to create a batch payment. it would be helpful to be able to pay the bills attached to the invoice through the project tab or even be able to select an invoice in the bills tab and have it show all the bills attached to that…

    1 vote

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  2. When completing bookkeeping for a client, if you were to go out of the reconciliation tab you have to go back to the dashboard to get back into. I think that if there was a 'reconcile' link in the 'business' tab if would make us more efficient.

    1 vote

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  3. We would like to be able to generate a report that would capture all clients that are entitled to Medicare levy exemption.

    1 vote

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  4. Projects- Add date project is started in xero and the name of who started it. This will help us to be able to determine how many days a job took from order date to completion.
    We will also be able to tell who started the project if we need further information about it. Something like the 'History and Notes' in the Invoices, where there is a record of who generated the 'Project' and on what date and who makes changes along the way would be perfect. We currently have a project that we are not able to see when it…

    1 vote

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  5. Issue - When accessing the Recent Bill Report from the contact screen the automatic date range is the most current month. If you require anything longer this requires multiple steps to rectify.

    Purpose - To show relevant recent bills depending on the contact/entity, not just the bills in the current month.

    Solution - Have an option to set a custom date range that automatically loads when clicking this report. This custom date range could vary from entity to entity.

    1 vote

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  6. Purchase orders should be able to go from approved back to draft inside XERO so that integration to other stock systems does not fail when changes are made in 3rd party stock management systems.

    1 vote

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  7. It would be great if there was Inventory integration with Airtable (Airtable.com) to keep proper adjustment of our inventories. It’s a much easier to use system, for small business, that needs less support.

    1 vote

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  8. I would like to add an "Account Type" called Cash on Hand that would sit as a heading on the Balance Sheet Just like Bank, Curent Assets etc does. We have various sources of this account type, and I would like to group them rather than them sitting in current assets as they currently do. They are not technically bank accounts, so don't want them under that heading.

    1 vote

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  9. When entering a Spend Money Transaction show the Bank Balance

    1 vote

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  10. Please INCLUDE GOOGLE SHEETS for ALL downloadable reports in Xero. Some reports are downloadable only in Excel. SUPER FRUSTRATING!!!!!!

    1 vote

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    Hi Johann, so I can get your request in front of the right team, I just need to check which reports you're specifically referring to. Would one of them be the VAT 201?

  11. It would be helpful to have a "Skip" timesheet option for part-time staff to indicate that it's a non-work day (rather than assuming they've just forgotten to complete their timesheet). E.g. a checkbox above each day on the weekly timesheet that if checked would grey-out the relevant day. Rough example attached.

    1 vote

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     ·  0 comments  ·  Payroll  ·  Admin →
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  12. Have the option to change the Avatar/ coloured circle with initial in email inbox, to a business logo when emails are sent from Xero on behalf of the business. I.e when sending out invoices and quotes through the Xero app.

    1 vote

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  13. hi, please add bulk item lines function in quotation as like invoice.

    1 vote

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  14. Have option to remove decimals entirely. I.e. Have no ability to input decimals and where calculations are done, e.g. VAT, to round off.

    1 vote

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  15. Pin the Bank Summary report to your Dashboard

    It would be nice to be able to Pin the Bank Summary on the Dashboard so that you can see the In and Out on your bank feed with a glance.

    1 vote

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  16. Please add unit and rate columns in this report.

    I know the second option is Payroll Activity Details report. However, when I download this report in excel, the Pay item type is under the employee column i.e not separated.

    1 vote

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     ·  0 comments  ·  Payroll  ·  Admin →
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  17. Client has just realised that they hadn't entered an IRD number into Xero Payroll details for one of their contractors on withholding tax. Xero Payroll allowed the submission of payday filing to go through without error or notifying the client of the missing information.

    6 months later, client is contacted by contractor to say IRD don't have any record of withholding income or tax withheld on behalf even though the details were submitted and tax paid on to IRD. Without the IRD number, IRD was unable to allocate it to the contractor's income records.

    I don't think this should be…

    1 vote

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    0 comments  ·  Payroll  ·  Admin →
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  18. Sometimes small businesses use personal bank accounts or credit cards for business expenses. In order to ensure quick book keeping and reconciliation of business expenses, it is necessary to remove items of personal expenses from these bank feeds. By doing this only those transactions from personal bank feed that are relevant to the business are imported. Personal expenses have to be manually deleted.
    Can the system not allow us to select a bunch of personal transactions and remove them instead of having to manually remove each line item. This will dramatically reduce the time spent by Accountants in reconciling Personal…

    1 vote

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  19. It would be useful if the cell size was bigger when entering a Spend Money or Receive Money transaction. The area to type in is only two thirds the size of the cell in the Description box which restricts the amount of information visible. Only two lines of text are visible at a time.

    1 vote

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  20. Bills has an 'Accept & Next' Button. It would be great to have the same feature for Credit Notes.

    1 vote

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