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  1. Would really appreciate the ability to export expense claims for an individual employee for a defined period which shows which are billable to a client and those that are not.

    Currently the Expense Claim Detail report only shows aged (unpaid) expenses and the Account Transactions Report shows all expenses whether paid, unpaid or submitted, but doesn't differentiate those that are general expenses from those that can be billed to Clients (Customers).

    Hard to believe we are the first small business to request this functionality.

    12 votes

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  2. Currently, when creating an invoice, the payment terms dropdown gives you the following options:
    - Today
    - 7 days
    - 14 days
    - EOM +1
    - EOM +20
    - end of next month
    I would like to customise this list; the Australian government has recently brought in payment standards of 5 days if sent by e-invoice and 20 days if not, for all invoices sent to all non-corporate Commonwealth entities (including Defence) and neither of those are amongst the standard options. This means that I have to manually change the due date based on the contract for every invoice sent,…

    12 votes

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  3. See Inventory Item Cost when doing a Quote. I would find it helpful, when doing a quote to a customer, to see the cost of the inventory item I am quoting on. Of course, it should not appear in the final quote going to the client, but seeing it, would give me more confidence in doing my quote and make it a lot quicker. Thanks

    12 votes

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  4. VAT201 Report (ZA) - A SARS requirement is to have sequential invoice numbers. The invoice numbers are not displayed on the VAT201 report, only the customer reference number, if there is no reference number, then the customer invoice number is displayed. Can we please have a column for the customer invoice number or only have the customer invoice number listed.

    12 votes

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  5. Add an option to find all transactions by Item Code

    Example: I recently had a client who put the wrong sales accounts on some of their inventory items but had been making sales transactions for 14 months without noticing. The P&L did not accurately reflect the sales of the actual inventory categories because of this.

    There is currently no ability to find all the transactions by inventory item code to quickly recode the original transactions.

    The work around is painful for 1000's of sales - Run a report on transactions by item code, save to excel, add a column for…

    12 votes

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  6. The assurance dashboard has been around for a while and it's great to have a number of checks accessible in the same place. However, there doesn't appear to have been much development in this area i.e. we are still not able to export out reports from the Assurance Dashboard.

    A client reached out today looking for an easy to run report showing bank account number changes. This is an important item to check on for businesses, particularly entities that have bank accounts loaded into Xero by multiple people, use batch payments etc. Accessing this information through the assurance dashboard is…

    12 votes

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    Hi everyone, appreciate the feedback on my last question. I've slightly amended the title of this idea. As a bit of an update from when I last posted we have actually made an update in History & Notes as I know some of you were interested in - You can now Export to PDF or Excel from this screen and you'll find there are filter options to help you zone into the items you're most interested in looking at. 

  7. Dear Xero,

    Cheque Printing option should be available for versions outside of Canada & US It's a very key feature required to many organizations which should be added in xero. Hope to see this feature available to every version of Xero in the near future.

    12 votes

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  8. With the advent of Open Banking, it would be great if when you submit the payroll, it could also utilise OB to physically make the payment to the employee also. This would help automate the whole payroll process.

    12 votes

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     ·  6 comments  ·  Payroll  ·  Admin →
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  9. To be able to run Top Customers report showing the net figures and not just gross.

    12 votes

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    Aaah thanks for the clarification, Vicky and Alex. You could use the Management report to add the Top Customers report. Appreciate that the chart itself displays for Gross figures right now. We'll continue gathering interest for this here. 

    In regards to the sort order of the report - By default contacts will be sorted by the Gross column, however you can add a Net column and re-sort by clicking on any column header. 🙂

  10. Allowing the payslips to be emailed before posting to HMRC to check for any errors would be great. We have multiple users involved in the payroll data input and there are usually one or two errors as there are many expenses claims. Being able to do this would make life so much easier for us.

    12 votes

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    8 comments  ·  Payroll  ·  Admin →
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    Thanks for your interest and feedback on this idea, everyone. Currently, you can View Payslips from within the draft pay run by clicking into Options > View Payslips.

    From here you could download and email the payslips from outside Xero.

    Though no plans at present, if anything changes in this space, we’ll update you on this idea.

  11. I would like to be able to forward receipts I have received via email which are NOT attachments, but are inline / html receipts, and have Xero read them, like Expensify can.

    I waste so much time receiving emailed receipts (BPME for example) which I then have to save as a PDF and forward / upload.

    12 votes

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  12. Get rid of this stupid MFA on EVERY sign in.
    It used to be monthly which was bad enough, now it is a constant pain having to use an authentication device just to get access to Xero. MFA is a complete waste of user time. My bank doesn't use it and I trust them not to lose my money, so why does accounting software need it?
    If the ATO insists on it with their stupid STP, then link it to STP and nothing else.

    12 votes

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  13. The ability to import a spreadsheet with employees details to bulk update their information.

    12 votes

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     ·  2 comments  ·  Payroll  ·  Admin →
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  14. Accepted Quote Report

    Great to see that we can now look at a report for accepted quotes but the report is not filterable by the accepted date - please can this be added to the date search for quote reports within Quotes through Receivable Invoice Details and Summary reports.
    At the moment the report isn't right as you can only search by due date and created date which is no good - the accepted date needs to be a searchable date or the quote filtered by accepted quotes is useless if you ant to see what quotes have been accepted…

    12 votes

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  15. It would be great to have a way of linking expenses on a project to an individual task so your invoices and quotes are much more streamlined and broken down into the tasks (especially when working on larger projects with many tasks and expenses)

    Something along the line of:
    when entering an estimated expense/expense into the project as well as having all the current tabs, having a another tab to 'assign to task' . When generating a quote/invoice you will then only have the task name and it will have combined the hours and materials listed.

    12 votes

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  16. Allocate purchase orders to CIS labour & CIS material account codes. Obviously these shouldn't be included in the CIS report until the purchase order is changed into a bill.

    12 votes

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  17. We use another software programme which exports all our customer details and invoices etc into Xero automatically. The other programme uses Google to create addresses. A lot of the addresses include te reo, so include macrons. When the text is imported into Xero the macrons cause non-recognition of the characters, so we end up with a mess.
    Surely in this modern world, Xero, an Aotearoa, New Zealand, developed programme, can be made to recognise our indigenous (Official) language, and allow correct te reo spellings.
    This is 2022 not 1922, please allow us to get this basic NZ requirement correct. Xero…

    12 votes

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    Hi Karin, would it be possible to get a few more examples of names that you've tried to import and not have show with macrons? 

    One of our team have tested creating a contact via import with the name Whakatāne (/mækrn, me-/) and this created a contact in Xero as shown in this image. 

    It'd be great to better understand and see if we can look into this a bit more. 

  18. Update inventory when it is posted as an expense to a project as this makes more sense as clients use the project reports to calculate WIP and it is annoying to have to constantly check which inventory figures have been applied and deduct this from the inventory. It also means when projects are billed this actually reduced the stock figure as this only happens when you invoice the project for the tasks and expenses whereas currently invoicing using the project amount does not update the inventory.

    12 votes

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  19. We use Xero for our Bookkeeping business & would like to invite clients to view only the information pertaining to their individual business records. Right now, anyone who logs in can see every other client’s information, as well as their own.

    12 votes

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  20. Have an email sent to two different email addresses when an employee requests leave.

    12 votes

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     ·  4 comments  ·  Payroll  ·  Admin →
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