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  1. Seems a lapse in the system that you cannot send invoice reminders for over 60 days + for outstanding invoices
    We have clients that still owe us money after 60 days and we have to manually review and resend, rather than the system just picking up that any invoice is outstanding / overdue and sending a reminder automatically
    Would be nice if the system could just send an invoice reminder to any overdue invoice.

    13 votes

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  2. Having the ability to invoice a percentage of each task in a project.
    Our company invoices as a job progresses e.g 20% of one task is completed the first month, and then 50% has been completed the following month.
    At this stage, I am only able to apply a 'discount' to alter the amount invoiced (while still maintaining the full contract amount on the invoice as a reference to clients). When doing this, it also marks that task as invoiced and I am unable to further invoice. The only alternative to this, is invoicing for a project amount and still…

    13 votes

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  3. I would like to receive a notification when draft purchase bills are automatically created when using e-invoicing. Otherwise, i wouldn't know it was there to be paid.

    13 votes

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  4. It would be great to have read-only access to payroll - all of it - for auditors.
    They need access to the staff files, the individual transactions and the reports - as they have with the rest of the business.

    13 votes

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     ·  7 comments  ·  Payroll  ·  Admin →
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  5. Invoices list - allow the user to select the invoice fields that they want to see on the Invoices list. Eg. we can search/view by Contact, but not by Tracking Category, which would be very useful.

    13 votes

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  6. A default "Profit & Loss Detail" report is a standard option in pretty much every other bookkeeping system I've worked in and necessary for many companies.

    An additional option of running a standard P&L Report, but also being able to expand account sections to see the detail without opening a new report would be very useful for researching issues. It is tedious to continually run the report I need, only to click on one line item and then have to go back and run the original report again to continue researching.

    13 votes

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  7. I've just set up a salary sacrifice for a cycle to work scheme in payroll. However there isn't an end date in Xero so I have to manually diarise a date to stop the salary sacrifice for the employees. Please could a box be added to automate this.

    13 votes

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     ·  2 comments  ·  Payroll  ·  Admin →
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  8. Suppliers that have a foreign currency default on their account should show the balance owing to them in that currency and not in gbp. This is very confusing for users who are not familiar with xero or experienced in accounts. Another colleague of mine paid the amount owing on their supplier account thinking it was USD as the supplier invoices in USD only and that is their default currency, however it shows as owing in GBP, therefore the incorrect amount was paid to them?

    13 votes

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    Thanks for your feedback, Christine. Appreciate how this could help though I want to be upfront that we don't have plans for changing this atm. 

    It would help in passing on your feedback to the right team to know if there is a specific area in Xero that you'd most commonly view the balance owing to your supplier - e.g would this be within their contact record, or do you run a particular report to view multiple supplier balances at once? 

  9. Reinstate "Voided" bills and invoices
    We have had an invoice created accidentally with sensitive payroll info, it was then voided without thinking and now that info is permanently in the xero file - we need to at LEAST be able to edit voided invoices (as you can at any other stage - ie maybe a "reinstate" so we can edit to remove this sensitive data, then re-void??!!

    13 votes

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  10. We desperately need NACHA file format for batch payments export file in the USA. This is the Australian ABA equivalent. Second option to that is a CSV file in a format that is accepted by US banks - the current format is not acceptable by their systems, unless we laboriously spend time making adjustments to each payment file in excel before loading it in, and even then it's barely acceptable and prone to human error, which is unacceptable from a control perspective.

    No matter which US Bank we use, the CSV file export from Xero does not split the routing…

    13 votes

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  11. Xero Expenses - Currently there is no report to get information on expense claims needs approving. (by staff member, period etc) It would be useful to have a report which can be filtered rather then logging in to screen and view all. Thanks!

    13 votes

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  12. 2 TOIL options, TOIL accrued & TOIL Accrued in place of Overtime

    We are unable to mark a Time in Lieu Leave pay item as exempt from accruing SGC, which is not how the ATO classifies SGC for TOIL.

    We suggest having 2 TOIL categories, so that there is the option for a TOIL where SGC is required to be paid and one wit SGC exempt:- when super is accrued on overtime.

    13 votes

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     ·  3 comments  ·  Payroll  ·  Admin →
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  13. I frequently create draft invoices to keep track of work to be billed. When I send the invoice (at the completion of a production stage for example), XERO keeps the date of the first draft invoice, which can be weeks or even months old. I have a setting of 7 days as due date. Clients then receive an invoice with a long gone due date, which is extremely confusing, if I forget to update the issue date to today. It would make a lot of sense if XERO entered the date of the issue automatically! Apparently there is no default…

    13 votes

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  14. 13 votes

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  15. I have 4000 archived contacts that I need to restore. Doing them one by one is ridiculous and will take an eternity. Adding check boxes on the side to select multiple to restore in bulk would be an easy feature to add and benefit greatly.

    13 votes

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  16. To be able to bulk download invoices for a client or multiple clients.

    With also the ability to filter to all invoices, paid invoices and not paid invoices.

    13 votes

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    Hi Amy, could you give a bit more detail on what this would help you do, or is there a specific format you'd be looking to download invoices in? 

    Currently, you can export invoices from Xero and would be able to filter these in exported CSV file, or can do a search to do this before exporting - More on this here

  17. It would be nice to have a few custom fields, attached to a product or service.

    13 votes

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  18. Ability to add KPIs to executive summary report e.g. Purchases/Sales percentage for the hospo industry and wages/sales % - these should be at 30% or lower so it would be great to add these into the executive summary report

    13 votes

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  19. In project records the ability to select multiple or all expenses entries (by using the existing select tick box) and bulk update 'mark as invoiced' status.

    13 votes

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  20. REMEMBER PRODUCT PRICE CHANGES

    Let's say you have a product you sell, and when last purchased, its cost was $5.00. Now you have purchased it 2 months later and it's cost is now $10.00, when you enter that bill, Xero should recognise that product is now costing $10.00 and change it in your inventory so it remembers it next time you enter that same part number... Instead of having to edit the price every time you enter an invoice with that same product - even just a pop up box when you close the invoice that says something along the…

    13 votes

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