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  1. The ability to mark customers to exclude from sending statements, or add more filters ( including customer groups) in statements page, which will help to find correct group of clients to send statements. This will simplify collections process.

    12 votes

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  2. The Danish Business Authority requires Accounting Systems to be approved by them in order for you to use their system in the country. XERO currently have no plans to get approved by them, I think they should get approval from DBA, and other countries, to enable subsidiaries of Global companies to use the same software as their parent companies.

    12 votes

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  3. A report showing all Bank Statement lines for (Filtered) bank accounts and date ranges.
    This report could be used to track transfers that go from Bank Account A to B to C.
    Should include User created statement lines and reconciliation status. Additional details such as matched transactions would also be useful.

    12 votes

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  4. Currently the custom Pool creation option does not allow for the specific depreciation requirements of a software development pool - First year to be Nil, the second , third and forth years at 30% and the final fifth year of 10%. Without this function the depreciation for these assets needs to be calculated manually.

    12 votes

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  5. The Payroll Journal dates are currently fixed to be the Pay Date, which is incorrect for any business that has hourly paid employees which must pay after end of month, when all hours are calculated.

    Every month all of our P&L figures are wrong because of this. Nobody wants to have to waste time doing loads of manual journals every month, which have the potential for mistakes, when Xero has created a system which is supposed to automate this process.

    Others have raised it but Xero never replied, see link at the bottom below.

    The solution is:

    Create "Payroll Journal…

    12 votes

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     ·  2 comments  ·  Payroll  ·  Admin →
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  6. The ability to use item codes when completing a manual journal.

    12 votes

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  7. It would be great to be able to remove past employees from the drop-down menus when generating Payroll reports. This would be particularly helpful for businesses who employ a lot of staff members, especially if there's a high churn rate.

    12 votes

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     ·  3 comments  ·  Payroll  ·  Admin →
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  8. Xero provides for only one ATO Branch code to be recorded for an organisation in Settings / Organisation details. Also, Xero does not require a branch code to be recorded for Single Touch Payroll (STP) which would be resulting in a number of cases where the ATO is contacting clients and practitioners regarding incorrect branch codes for STP and requiring correction of STP filings which is time consuming and complex.

    Some businesses have different branch codes for different ATO reporting obligations. For example, a business may have a branch number of 001 for Single Touch Payroll but 003 for Taxable…

    12 votes

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  9. Any chance we could get compatibility to upload batch payments to Lloyds Commercial banking online without having to manipulate the batch file outside of Xero before uploading.

    12 votes

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  10. Contacts report that shows contact details (name address etc) and Activity in last Financial Year.
    This would assist in cleanups of multiple contacts / old contacts etc.

    12 votes

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  11. New Account transaction report - remove the totals when generating the report for a single account.
    The new report adds a report total at the end of the selected accounts which is a total of the debit or credit transactions for 'all' accounts selected.
    When only one account is selected it still shows a total - this is in addition to the total for the transactions on the account itself so it shows total of transactions, closing balance and then total of transactions of all accounts selected. It would improve the usability of this report to have the 'overall total…

    12 votes

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    Hi everyone, we appreciate the rationale for wanting to remove this total when running the Account Transactions report for a single account. Our team are looking into this work now and I'll swing back to share as work begins 😊

  12. For now there's a option to block issuing invoice for customer which exceed a certain credit limit. Can we have more options to block a customer, like overdue invoices etc.?

    12 votes

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    Appreciate there are more settings that you'd like to expand the use of the Credit Limit for, Joyce. 

    In lieu of change in the direct feature atm, one way to prevent further invoices from being raised for a contact could be to set their limit to the amount of the invoice due which would stop all future invoices for the contact being raised.

  13. Would be extremely helpful to be able to include the Suppliers Payment Terms as an addtional field on the Purchase Order Template.

    12 votes

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  14. The History and Notes in Advanced Settings does not include the action of Emailing (or Sending) an Invoice (or any other document), yet this action appears on the individual Invoice History.

    12 votes

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  15. When using the old reports, when you opened them up they would show the current month. Now they show 12/31/22 which is useless now that we are into March. They should either default to prior month (which is what QBO does) or current month (which is what Xero used to do).

    12 votes

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  16. Requested that Xero pull the project names to put on invoices. The information is already entered, would be a big time saver to auto-populated to project name on an invoice rather than manually typing it in

    12 votes

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  17. Make it so that an employees actual current leave balance is shown on an employee's record under the leave tab. Not just the balance with future leave applied. It's frustrating to have to download an employees pay slip to view these balances.

    12 votes

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     ·  2 comments  ·  Payroll  ·  Admin →
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  18. Customer Name / Customer Account number - To import invoices the main criteria for the import file is the customer's name. We work with properties where the owner details change on a regular basis and we use the account number (which is also the erf number) to process invoices. Can a it be changed to give users the option to either use the account number or name as the main criteria for the import file instead of just using the account name.

    12 votes

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  19. Manual Journals - Ability to to set Tax Defaults in Financial Settings like you can for sales and purchases. This will enable the user to set it to Tax inclusive and every time a new journal is created it will be tax inclusive instead of no tax.

    12 votes

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  20. We have 1,782 “Archived Contacts” from mergers with other data following adoption of Xero Practice Management. The vast majority of these archived clients have the reference field completed with a 6 digit reference that we would like to re-use for the current clients.

    Unfortunately the reference field needs to be unique and so we cannot apply this reference to the current contact until it is changed or deleted in the archived client.

    Please can we have a bulk delete of the reference field for all 1782 archived clients (or add an extra digit if you cannot simply delete the reference…

    12 votes

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