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  1. When preparing monthly CIS returns on xero you need to create a bill for the subcontractor and reconcile/mark the bill as paid. When you have clients that have on average 80 to 120 subcontractors the bill creation even with a bill template can be time consuming.
    Something to consider is whether creating a bill could be removed from this process and the CIS return be prepared simply from a spend money to a CIS enable contact.
    Also something else that can be time consuming when dealing with this volume of subcontractors is downloading the monthly CIS payment certificates as clients…

    26 votes

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  2. It would be beneficial to add an option for the projects to the manual journals

    18 votes

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  3. Ability to add CC/BCC on every outgoing Statement Of Accounts to customers.
    Purpose: Internal colleagues or stakeholders allows for a clear record of who received the statement and the context of the communication.
    It enables easier response and ensures everyone involved is aware of the situation.

    4 votes

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    Thanks for sharing in product ideas 🙏, as you may have noticed with invoices it is possible to cc and Bcc for sending individual invoices at present. As we continue to build out the Sales experience this may be something we look to expand to other areas of Xero, like Statements.

    We'll track the interest of this here and share if there's any news.

  4. When an account is reconciled and the report is created for the period, it would be nice if there was a little summary alert for the end date of the most recent report on the dashboard tile (i.e. reconciled up to and including 28 Feb 2025). This would help to make VERY clear immediately which accounts are reconciled to which date and help to plan which accounts need work or need a report and which are done for the reporting period you are working on.

    7 votes

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  5. Search contacts by ABN, at present you can only search by ACN.

    8 votes

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  6. On the Profit and Loss report there is no ability to show percentages, if tracking categories are used as a filter. We want to see COGS as a percentage of trading income, and Net Profit as a percentage of trading income.

    3 votes

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  7. When adding many backup files to an Invoice it would save time if there was a check box to "attached ALL files to online Invoice" rather than having to tick each file.

    5 votes

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  8. Would it please be possible to increase the amount of attachments that can be saved against a bill. At the moment it will allow us to attach more that 50 items but when it saves it only saves the first 50 and removes the rest.
    I realise there are ways round this eg by attaching an e-mail with multiple items attached within it, but it's then more time consuming when trying to find specific attachments

    2 votes

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    Interesting to know you're attaching so many files to bills, Jenni. Out of curiosity can you share why you need to attach so many files to each bill? And, is there a # that would suit how many you'd often attach?

  9. Would it be possible to add an option to show items on the Projects screen as "not rechargeable" as well as "invoiced"?

    2 votes

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    Thanks for sharing how we could improve projects for you, Jenni. Not exactly what you're asking here but thought it was worth sharing that we have an idea over here for being able to set a default for items to be non-chargeable if you feel this would accommodate what you're also after I can merge to get a better overall view.

    For the meantime, we'll start tracking community interest in this from your idea here.

  10. When you export invoices, it gives you multiple lines for any invoice which has more than one line. It is therefore not possible to easily total up the amounts due because some invoices are on there multiple times meaning the values are overstated.

    7 votes

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    Hi Stewart, is there a way you see the export being more helpful for you. For example would you be looking for a summary of each invoice? The Receivable Summary and Detail reports maybe useful for this sort of view and can be exported.

  11. Currently one can only post 50 lines in an invoice. It should be unlimited as some clients have at least 200 lines or more depending on their line of business.

    5 votes

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  12. When previewing bills in 'awaiting payment' or 'awaiting approval' there used to be up and down arrows to cycle from one bill to the next or previous. The arrows have been removed from the interface with no plans to bring them back.

    Previously, we could review the account and GST coding of each bill, as well as having the attached invoice open to the right, including the abillity to review the Xero ocntact bank details by clicking on the contact name. Now, without the abiity to cycle between bills easily, it means we need to close each bill before clicking…

    3 votes

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  13. It would be useful to capture Incoterms on a contact by having a dropdown selection for them. Additionally, if this information can be carried over to the invoice screen, it would be beneficial.

    3 votes

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    Hi Amanda, in lieu of having a direct field and selection for this in Xero perhaps an option could be to add this information to the Notes of the contacts record, or attaching as a file to the contacts record.

    Appreciate this doesn't automatically flow through to the invoice.

    We'll start to get a feel of the interest for this feature through your idea, here.

  14. As with invoices could you add this function to quotes as well to make things easier

    5 votes

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  15. We have multiple stripe accounts that we need to connect. It would be great to be able to add more than one strip payment processor that connects to two separate stripe IDs.

    41 votes

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  16. In the bank account settings, add an optional data field to enter in the Overdraft limit on a bank account. Then on the dashboard screen, show the net available balance of current bank balance + the undrawn Overdraft limit.

    Purpose - to save the user from having to manually calculate how much is available to make supplier/payroll payments or login to internet banking prior to check.

    Should also be a simple feature to add.

    7 votes

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  17. Being able to name planned dates would make it easier to manage payments when multiple users are setting up different types of payments on different dates.

    5 votes

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  18. Please can you consider offering a accounts transaction report that allows you to see transaction by unique customer account number - otherwise what is the point of having a unique customer account number?

    4 votes

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  19. Can the tracking category be "text wrapped" so that the full description can be seen? I often have to click edit to see the full description of the tracking category which takes takes time.
    - see image attached... The account description has 3 lines, please could the tracking category also have space to see full description.
    Thanks

    4 votes

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  20. Provide users with a streamlined way to create official payment vouchers, including payment details and supporting documents, for improved record-keeping and transparency.

    9 votes

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    Hi team, just wanting to make sure we understand the idea correctly here. When you'd like a payment voucher - would this be for accounts payable or receivable?

    On the payables side, perhaps purchases orders could facilitate the record of this in Xero, and you can upload attachments to keep track of files related to a voucher. Alternatively, for accounts receivable, quotes maybe able to support what you're in need of here.

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