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  1. Currently when creating a batch payment, the bank payment details fields (Particulars / code / reference) are all drawn from the payee's Xero contact details page.

    payment of some bills require an invoice number in the bank payment reference field (rather than just an account number), and this also helps to track which invoices are paid for companies with frequent / varied billing + auditing bank transaction list records.

    It would be great if either:
    a) For a specific bill, Xero reads the invoice number and places this into the "reference field" within the bill payments screen (usually works) AND…

    3 votes

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  2. Bills - Split Payment in Several Planned Dates. Example: 1 Individual Bill of $25K in 3 differents planned dates.

    9 votes

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  3. It would be useful to be able to have a foreign currency budget and then be able to report against the P&L in the same foreign currency.

    6 votes

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  4. Xero Analytics Plus cashflow to show a year not just 90 days.
    The current cashflow upgrade from Xero only shows up to 90 day which is weird as in reality you need to forecast for the year. Is this going to be extended to a year like all the other cashflow apps ?

    47 votes

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  5. In the Sales overview screen, we can see the top 5 Customers owing the most. Is it possible to add an option to change this to the top 5 customers who have the highest overdue balance?

    2 votes

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    There's no way to change the order of the customers owing the most to sort by overdue on the Sales Overview, Chris.

    The left column will show the total owing and the right column will show the figure overdue.

    However, from this screen you can click to Send Statements where you'll be able to view Overdue amounts high to low (if not shown automatically just click the Overdue column header. 😊

  6. Reports - Quote Summary pulls incorrect column references. Xero dont accept this is an error and think its a product enhancement.
    Currently when you produce a quote report you cannot have a column titled Quote Ref or "Quote date". Xero has a bug which is using "Invoice Ref" and Invoice Date". Obviously for customers of our business they get annoyed that we are sending them reports implying a quote has been accepted and invoiced rather than purely pending. Such a basic error in Xero but they just dont accept the error

    1 vote

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  7. I run a braille transcription business and must submit braille files along with invoice. I would like to send all from once source, Xero, rather than in a separate email. Attach .cdr (CorelDraw) and .B2K (Braille2000) files (other file types, too).

    3 votes

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  8. Include a place holder in the remittance email which includes the payment date.

    1 vote

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  9. HubDoc - Audit Trail

    We desperately need an audit trail for documents in HubDoc. We need to know who viewed a document when, who published when, who archived it and when, etc.

    11 votes

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  10. We are a subscription based business, so it would be great to be able to bulk update repeating invoice amounts. Either by selecting all the ones we'd like to change or by pushing through new inventory/product/service price changes. At the moment we have to change every single repeating invoice and this takes hours and hours!

    222 votes

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    Thanks for the feedback and great to hear the use you find in repeat templates in Xero. 


    While there's no way to bulk update templates atm, you may find updating your templates through export & import of invoices more helps quicken things up?


    You could export invoices that have been generated from your template to CSV, update the amounts in the exported file, and then re-import

    This will create 'Draft' invoices in your Xero org from which you can create a Repeat template and then delete the draft. 🙂

  11. I want to assign the customer to repeating invoices like software subscriptions that we pay for our clients. I have those bills in as repeating invoices but I have to assign the customer to them every month. It would be nice to be able to assign the customer on the repeating invoice and save that time each month.

    3 votes

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  12. There doesn't seem to be an option to delete the due date on sales invoices, my client doesn't want this to show on their sales invoices so it would be really useful if this could just be excluded

    11 votes

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  13. View paid bills in the batch payment total insstead of each bill paid under the paid tab of the pay bills function.

    2 votes

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  14. In instances where a contact is both a supplier and customer, can the system merge all transactions onto one statement for ease of reconciliations for the contact.

    1 vote

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  15. For a food wholesaler, product prices can change weekly. Select each draft invoice & bulk change product prices

    5 votes

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  16. Be able to send a remittance to a supplier when sales invoices have allocated as part of the payment

    3 votes

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  17. It would be great if in Xero Blue you could see from the contact profile that they have a credit instead of money owed $0.00.

    It would also be helpful if when creating and invoice or before sending the invoice if a pop up appeared advising the client has credit and asking if you would like to use it.

    Also having the ability to transfer credit between groups/entities would be helpful. At the moment if someone has a credit note against one entity we need to reverse the credit note and reprocess it under the entity you want to credit.

    8 votes

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    Thanks for your feedback here. Currently when you create a credit note/overpayment the balance is reflected in the contacts record. This shows as a negative value in the list of the customer's invoices.

    With new invoicing, if you create an invoice for a contact that has outstanding credit, you'll be asked if you'd like to allocate this credit once the invoice has been approved. You'll also see the available credit and option to apply each time you view an approved invoice. 

    While it's not possible to allocate credit from one contact to another you could edit an existing credit note to change the contact without having to recreate it from scratch. 

  18. When the invoice has been approved and need to be emailed, the side by side view is great but I would like to see the invoice amount ex VAT, not the total of the invoice and it would be good to see all the body of the invoice as well, not just saying there are more items, you cant even click on it to see

    2 votes

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  19. Currently, while raising the invoice, it is not possible to show the project names in the invoice above the works done. The works indicated in the invoice should be linked to the project and this project name should be shown in the invoice.

    56 votes

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  20. Batch payments - details don't copy over into right hand columns when doing batch payments . I have raised this with Xero and they have indicated that never been raised with them before . Has anyone found a quick solution to this?

    5 votes

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