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  1. Expenses search and sort.

    If you only have access as a user and not full access to the accounts, searching past expenses is a painful experience.

    What a painful thing searching for expenses in Xero is.

    Can't filter by date range, or search for a particular description, or search by account. And they're in some unfathomable order which you can't sort by date.

    Suggestions: Sort by date option to help answer questions like 'did I remember to file that expense 3 months ago'

    Filter on date range: 'Show only expenses between January and March last year'.

    Search on description: List…

    14 votes

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  2. Currently a new supplier is created in your contact list every time a transaction is made which results in too many contacts considering there could be very small items of spend at multiple stores on card etc. I only want to see key repeating suppliers in my contact list.

    14 votes

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  3. When using the search fund for INVOICES current options are: Enter Number, Reference, Contact or Amount. It would be nice to also be able to search by the account number issued to your clients.

    14 votes

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  4. When you are in cash coding it would be useful to be able to add an invoice to the line before it is reconciled.
    If clients do not use the bills function then attaching an invoice to a transaction is time consuming and fiddly.

    14 votes

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  5. Add user name in discuss tab on reconciliation transaction.

    Currently when discussing a transaction with another user then may have to add initials before comment to identify who said what, would be great if this was added automatically so you can easily see the thread of discussion

    14 votes

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  6. Ability to add a line in a paid bill.

    Purpose: To meet requirements of break up bills at a later point in time after being paid or if clients are processing the bills and payments and you may need to modify the accounts allocated to

    14 votes

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    Hi all, appreciate there's some interest in the idea here and the needs somewhat relate to those represented in the idea across here.

    To note, where needing to change the account of lines of a bill at a later date, one option would be to post a manual journal if for an individual bill. Alternatively, you could look at using Find & recode to update the account of bills that have been paid if needing to do this on more of a bulk basis - we'd recommend connecting with your advisor and testing in the demo company before actioning this.

  7. Ability to keep description when a quote is copied to purchase order.

    Purpose: To save time from having to re-type the description again.

    14 votes

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  8. Bulk archive option for any contact either supplier and customer with no activity after 2 years or at least being able to run a report for the same inactivity (Smart list does not offer the options needed)

    13 votes

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  9. Please add the option to assign a planned payment date when entering bills / within the individual bill, not just from the overview tabs.

    13 votes

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  10. I would like to be able to firstly differentiate my payroll journals from other journals and then produce an end of year report of the payroll journals.

    How you could facilitate this:
    -Tick box on the journal to identify it as payroll related.

    13 votes

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     ·  3 comments  ·  Payroll  ·  Admin →
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  11. Placeholders for dates in bank rules descriptions for example reconciling monthly payroll and having the month it relates to pull through on the description through a bank rule.

    13 votes

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  12. Would be really useful to be able to run a report of employee’s birthdays.

    13 votes

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     ·  1 comment  ·  Payroll  ·  Admin →
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  13. Currently after adding a payment, the page goes to the Sales Overview - Invoices. It would be good if (possibly just as an option) it returned to the actual invoice I was adding a payment to.

    13 votes

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  14. Last week, against my wishes (and against Xero Support's own knowledge), Xero System Generated a second Stripe bank account in Xero.

    I already had a Stripe bank account in Xero that was working fine, it had a bank feed for payments processed via Stripe from other software, and it would have the bank feed and create the payment and fee Xero transactions for payments processed via Stripe on Xero invoices.

    I don't want two separate Stripe bank accounts in Xero for my one Stripe AUD account.

    Why does Xero do unhelpful things like this?

    13 votes

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  15. It would be better is the invoice reference could allow for input of longer names, without scrolling, so it's all on one line on the invoice.
    Currently, the invoice number character length and the invoice reference character length are the same, which seems odd, as usually the invoice number is just a few characters, but the invoice reference can be long (project name, case name etc)

    13 votes

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  16. It would be really useful if you could manually adjust depreciation on an asset by asset basis, where depreciation has been changed outside of the Xero product. This could be where depreciation has been run within the product for management accounts, but been adjusted by another accountant outside of the product when running the year-end. The manual adjustment would be great for aligning the submitted accounts with the accounts in Xero.

    13 votes

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  17. Add a send remittance button once a payment is made via the new Direct Bank Transfer Feature.

    I previousley made batch payments via Wise and once the payments went through there was a button to send remittances. This feature is not available when using the new Direct Bank Transfer option. You have to maunally send each remittance advice from the banking screen which is a poor use of time and there is the chance that a remittance advise will be missed or sent twice.

    13 votes

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  18. Functionality to export ABA files for invoices owing, i.e. direct debits

    13 votes

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  19. Xero app - it would be good to be able to add credit notes via the Xero app

    13 votes

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  20. Right now, we see average days we pay or receive payment. It would be good if we can have another row that shows us the payment terms we have with the contact so we can benchmark against performance that way. The data is already in Xero, just need to show it.

    13 votes

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