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  1. When importing bank statements on the import screen, it would be great to have the account balance shown on the screen.

    Yes it shows the latest transaction imported but some statements will have transactions for the same day shown after this transaction that may or may not have already been imported - you would have to go back to the bank statement screen to confirm the balance. Having the bank balance on the import screen would be a nice QoL adjustment.

    Thanks

    1 vote

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  2. Add a feature where you can capture bulk supplier invoices.
    You can select your supplier from a dropdown, type the invoice number, type the description, select to add a file, select account detail (sales account) and type in your amount.
    This will save much more time vs opening the supplier account, add new bill, etc, etc, or copying a recent bill and just typing over it ... it's tedious and time consuming the way it is set up now.

    1 vote

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    Hi Louleen, rounding back to your idea here. From what you describe it sounds like majority of the contents of the bills are the same? If so perhaps a repeat bill template could be an option. If you set this to create a Draft bill you could then just review and make any adjustments.

    Also if you already have existing bills that need entering you can back date a repeat bill template and dependent on the cycle you set e.g 'repeats every x days' you could spin up multiple bills from one template at once.

  3. Changing MFA devices for Xero Verify brings over your accounts but on the Xero Identity Account page, when you attempt to change the device it makes you re-set up the account / code in Xero Verify. Would love to just have a 'change linked device' with a drop down of devices that have Verify attached to the account.

    1 vote

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  4. When I am emailed a bill from a vendor who also uses Xero, I click the link and open that bill in a browser. Usually, I am already logged in to Xero in another tab in the same browser. Usually, there will be multiple bills to open this way.

    For every single bill, I have to click to log in to Xero to save it as a draft in one of the organisations I have access to. It's a small thing, but I'd like to not have to do that if I'm already logged in to Xero in another tab,…

    1 vote

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  5. Add the ability to open an account transaction report by clicking on the number in a total line of the balance sheet or P&L. The linked account transaction report would contain the account transactions for all accounts that were being totaled.

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  6. Xero can you please add a Remaining To Allocate line on the bills screen. Most of my bills are split between jobs so a remaining balance to allocate would save so much time having to manually calculate entries. See example attached. Especially when working on the go so a calculator is not required.

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  7. Vectra Bank Colorado used to be supported for Bank import but that stopped mid 2022 - is there a chance it can again?

    1 vote

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  8. Our bank has changed from export of bank statements from OFX to CFONB (see below the new French standard) which is not yet supported by Xero! This has a huge impact on our workflow and time spent on getting our many bank transactions in the system. Can anyone help and vote for this to be upgraded as a format for bank transaction import..

    Thanks so much!

    CFONB (also known as AFB) is a French standard defined by the Comité Français d'Organisation et de Normalisation Bancaires/French Committee for Banking Organization and Standardization (CFONB) to meet the needs of the Association Française…

    1 vote

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  9. Hi it would be really good if when searching for client statements in xero that the date in the 'and' box populates to the current date rather than one month previous, as its quite annoying having to change that to the current date all the time. I would think most people would prefer to be able to see the most up to date figures.

    1 vote

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  10. Sort account transactions by date not just by status.
    I think this is how the old reports were.

    1 vote

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  11. I’d like to be able to use Google drive on the app and be able to share links to any given file.
    For example: Unit (apartment units) turnovers require multiple pictures (before and after).

    1 vote

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  12. In the aged receivable reports (summary and detail) Xero currently assigns any invoice that is due today to the "< 1 Month" column. But an invoice that is due today isn't yet overdue, so it should still be in the "Current" column.

    1 vote

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  13. Allow Negative Discounts to provide a basic Tiered Pricing Solution

    There has been a huge amount of noise over the last 5+ years about Xero not supporting Tiered pricing. This can mean many things, but the most basic requirement is Customer Price Lists.

    It can be as simple as allowing negative discounts in the Contact Record...a negative discount would increase the price instead of discounting it.

    Every Item Currently has a default 'Sale Price'.

    Allowing both a +ve or -ve 'Discount' in the contact record solves the basic tiered pricing issue. This is a very simple solution to creating a…

    1 vote

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  14. Show an alert if the Balance Sheet is out of balance

    1 vote

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  15. Would love to see an integration of Dance Studio Pro into Xero. Invoicing for dance studio in Xero is not sufficient and would love to have the capabilities of the Dance program integrated into Xero.

    1 vote

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  16. MANNUAL JOURNAL

    Please add a reference column for us to fill up so that posted journal are document in sequence number. The journal ID is actually act as audit trail Instead of journal reference number.

    Also, pleas please allow journal entries to be able to post entries to bank...its such a miserable, while journal entries supposingly existed to pass adjustment but doesn't allow pass entries....

    1 vote

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  17. It would be nice to be able to search for a company by the VAT number.

    1 vote

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  18. When raising a sales invoice for the part exchange of a vehicle there should be a feature to record the entire sale and then debit the A/r account for the amount of cash payment owed and them debit the remaining balance to a tracked inventory account.

    EG.

    CR Sales 8,500

    DR A/R 3,500

    DR Tracked inventory 5,000

    1 vote

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  19. New Invoices - Option to Reflect All Open Invoice Totals in "Total Amount Due"

    It would be helpful to have the total amount due reflected in the total amount due for new invoices.
    I already send customers reminders, account statements, etc. Perhaps some customers do not read what I'm sending to them. If the total amount due was on the invoice, it would be very clear as to the total amount owed.

    1 vote

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  20. 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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