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  1. QR Code on Invoice that goes to same web location as the 'View your Bill Online' link on Invoices.

    Currently, a Xero Invoice can have a link displayed for easy/direct payment by customer.

    I would like to see the option to include a QR Code, embeded within the EMAIL sent to customers, and on the PDF attached to the Email, that translates to the same link, allowing for easy payment of printed invoices at time of delivery.

    Great for 1st time customers, Pay on Delivery or COD customers.

    10 votes

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  2. Report that brings together all Subcontractors for end of year TPR

    10 votes

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  3. Make the Customer Field AutoFill in new invoicing

    In the old invoicing - which by the way was must better and more reliable, the customer field would autofill if it was setup to autofill within the customer set up. With the new invoicing this field no longer autofills. Please Fix

    10 votes

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  4. Upload AR Remittance Advices within "Match" option within Bank Reconciliations
    I have noticed that when processing the Bank Reconciliation and matching bank deposits to raised AR invoices, the Remittance Advice can't be uploaded directly to the receipt under the "Match" option (see attached screenshot).
    However, under the "Create" option (next to Match then clicking "Add Details") there is the option to Upload files.
    Not being able to do this directly within Bank Rec matching means it is an inefficient process where I have to go back to the Customer account, look for the Invoice(s) that were paid and open it…

    10 votes

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  5. PO's and Quotes that have been Deleted are marked as Deleted but continue to be displayed in the Sales and Purchases Overviews. There is no need to continue to display deleted items in the Overviews. They should be removed.

    10 votes

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  6. Being able to click on the summary page to show what is entered in that field would be good or a drop down box on the BAS summary page. Having to scroll through sales to get to the expenses is time consuming.

    10 votes

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  7. When posting a bill, you must use the drop down menu to "approve and add another" because the button defaults to just "approve". If there was a way to change this it would save time when entering multiple bills at once.

    10 votes

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  8. Ability to export bills with one line per bill showing the Invoice Total rather than showing each line entered for each bill.

    10 votes

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  9. Provide a report on who the automated invoice reminders have been sent out to, to know when the final reminder has gone out and payments not made can then be chased manually.

    10 votes

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  10. On the notes section to the financial reports in adviser reports templated under the groups, I would like the accounts selected to be in alphabetical order. At the moment the only option is to manually drag and drop - with a large number of accounts this is extremely time consuming. An automated function would assist.

    10 votes

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  11. In Sage, we used to be able to run a report that allowed us to export all our employees hourly rates, so yearly pay rises were easy to plan from.
    There isn't a way to do this in Xero - so my suggestion is to have a payroll report, similar to the employee details report, that allows you to see all employees hourly rates.

    10 votes

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     ·  4 comments  ·  Payroll  ·  Admin →
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  12. Suggest being able to turn a bill to pay directly into a prepayment or better yet a part prepayment.

    The Bills to Pay function doesn't work well (at all?) for prepayments - if a draft bill is received there is no workflow to set it as a prepayment recognised by Xero (although you can set the account to debit as a prepayment). Suggest adding "Record as prepayment" to the bill options drop down.

    Even better would be the functionality to record the bill as a part prepayment, many of our bills are for annual service delivery, therefore the bill will…

    10 votes

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    Hi Matthew and Anthony, appreciate perhaps not as streamlined as you'd like here there is the ability to apply a prepayment to a bill. 

    In Xero, you would enter the bill to recognise the expense, payment itself would generally be recognised through the bank account when reconciling which is where you can create a prepayment and then apply the credit to the bill.

    Alternatively, if you'd like to do this from the bills screen, you could use the create icon (+) in the top blue navigation and select Spend Money when redirected you'll want to switch the 'Spent as' to Prepayment from Direct Payment. 

  13. Universal search should include Unreconciled Transactions Too.

    We often search the amount of spend money or bill in universal search but we cannot find the unreconciled transaction through the Universal Search.

    Kindly do something for this..

    Many thanks

    10 votes

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  14. I am not happy with the treatment of dishonoured/reversed payments on Xero when it comes to debtors/customers (and similarly creditors/suppliers) (see attached support screenshot).

    Dishonoured payments must be processed via the accounts receivable and payable channels as is the custom on any other accounting package.

    The customer's records and statements must reflect when payments were dishonoured (true refection) and it should not be handled outside of the customer's module as Xero is currently doing (by deleting the original payment from the customer and allocating it a GL account and then allocating the dishonoured reversal to the same GL account).

    The…

    10 votes

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  15. Xero Me app no longer allows entry of allowances. Previously employees have had ability to enter their hours and any allowances attached on their templates but apparently since the change to STP2 they have stopped this ability which is crazy. Seems to be no point in using Xerome.

    Seeing we have just spent hours ensuring our clients have mapped the allowances correctly to STP2 categories not sure why this has been removed. Pls vote to have returned.

    10 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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  16. Email template - option for insert placeholder for GST exclusive amount ('Subtotal' amount).
    At the moment, I can only do the Total amount, which includes GST.

    10 votes

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  17. Allow businesses to adapt their Xero Dashboard with "Widgets" such as reminders of submission dates for next payroll run, CIS submission, VAT Return etc. Also show current outstanding values for net pay, CIS & PAYE/NIC payments, VAT payment/refund.

    10 votes

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    Hi Sharon, a few ideas rolled in the one here. While appreciate the detail it would not be possible for the teams to work on these widgets at once. 

    It would be good to get a view of the interest in each. 

    I've adjust the title of your idea here to reflect your first idea on reminders. We have another for the ability to show tax on the dashboard you may like to join & support, and welcome to start any others for particular widgets you'd like to see so we can begin to get a sense of the interest in each. 🙂

  18. Be able to filter the project reports by project manager - ie who you have assigned it to

    10 votes

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  19. A report to run to identify suppliers and customers that have not used in the last 12 months, so we can archive some contacts.

    10 votes

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    Not a capture all but maybe a step in the right direction for now that could help, Maureen - Smart Lists could help you get a view of the customers that you've not sold items to recently. 

    You could run a New Smart List to view Any customers who have Not Purchased Any items In the last year - Find out more on Smart lists here

  20. When entering invoices and the account is always "sales" (for example), I would like the option to set up invoices to automatically use the "sales" account? It is currently only an option by setting up item codes and/or setting up through contacts. I would like to see it automatically assign the account at the time of entering the invoice, instead of having to type in an item code. It will save so much more time and avoid errors by users selecting an incorrect account from the chart of accounts.

    10 votes

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