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  1. We would like to know which invoices or contacts are not set up to collect payments via Direct Debit from GoCardless, so we can proactively target them to move to Direct Debit. Whilst Xero knows this information, they've confirmed there's no way to report on it and it will be very helpful to have

    4 votes

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  2. Ability to format a cheque voucher so that the tax amount shows on each line item and not just in the total below or even better so that sales tax automatically shows within the line item amount.

    28 votes

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  3. Can you please add a missing tax invoice declaration form option in the expense app that aligns with ATO requirements so that I can complete within the expense app rather than completing a form outside of Xero and attaching it.

    1 vote

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  4. When editing a paid bill, for example, changing the VAT rate, where you have to Remove the Payment first before editing line items, could there be a function to Remove all Payments rather than one by one clicking remove and re-do.

    We often have bills paid in installments, or electricity bills paid by Direct Debit, so we have to remove 10 payments one by one in order to make any changes to the original bill.

    1 vote

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  5. Could you please look at making the e-invoicing toggle button as default.
    This will allow the invoices raised in Xero Practice Manager to be sent to Xero and then sent in Bulk (email multiple clients from awaiting payment) rather than selecting it manually. This will save a lot of time and also allow the other side to receive the invoice in their system.
    Currently what it is doing is getting us to go into the invoice and then manually toggle this for clients we know are setup for e-invoicing. If this is handle automatically it will achieve its true purpose.

    15 votes

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  6. Ability to track Sales representatives commission for each sale.
    Each invoice to a customer will require a commission calculation to be made and accrued to the reps account.

    Purpose: Ease of keeping track of commissions owed, and a pulse on cashflows

    26 votes

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  7. We are a small consultancy firm and we do work for customers for multiple sites. We set up our projects where each task is a separate site. We need to be able to search for these tasks but the search option only allows searching at a project level. Can you please update the functionality to be able to search based on task name?

    6 votes

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  8. It would be really good to have a tick box on the Invoice creation page similar to "GoCardless: Collect ASAP" which would cause the payment to be collected ASAP as opposed to on the Due Date of the invoice.

    For customers who already have a mandate set up via GoCardless, using "+0 days" for Repeating Invoices or "Today" for standard invoices as the Due Date resolves the problem in a way - the money is collected ASAP.

    But for customers who do not have a mandate set up, things get even more complicated.
    We generally set the Due Date of…

    9 votes

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  9. Would like to be able to have adjustable columns on an invoice that I can change what they fill with. Right now an Invoice only has Item as a field. I would like to be able to change from Item to Account. That way I can have one payer and list several clients in the invoice without typing them all in. For instance, if a field was labeled Client Account # or something then I could set up the list with my clients or pull them up from contacts, and just select the clients account number, it would prefill a…

    3 votes

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    Hi Laura, hen you say you'd have one payer - would this be a customer or someone internal in your organisation? 

    It still sounds like untracked inventory could work here - for example each 'client' would be set up as an  untracked item, you could select clients using the Item column of the invoice and this would auto populate pre saved data such as the account number which could be referenced in the description column, and monthly service for the account. 

  10. The Project Details report has the option to Summarise by Project Name, however the feature doesn't work if you select multiple projects. Xero support have advised that they know about the problem but don't plan on fixing it. The report just comes back with a message saying "There is No Data to Display". This report would be very useful as it is the only report that shows remaining hours on the summary version. Project reports overall are very confusing and this is the report that makes the most sense and is not working.

    6 votes

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  11. There should be an option to make the description field for users completing their timesheets mandatory. This would enable Project Managers and Finance Managers to view more detailed information other than the number of hours worked on tasks.

    Currently many users do not fill in the description because it is not compulsory, which means that this detail is lost and decisions surrounding resourcing of Projects are not as accurate.

    This is critical to businesses where R&D is a large area and therefore efficient Project Management is key. As this may not be critical to all business using the Projects Module,…

    7 votes

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  12. On the new bills screen you're now unable to open other areas (awaiting payment/draft etc) in a second tab without first opening the purchases overview window in a new tab.

    On the old bills screen you could either middle click or ctrl+click the options at the top of the list to do this and it was rather useful.

    5 votes

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  13. The ability to create a repeating invoice to a customer group

    12 votes

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  14. Ability to add a delivery date to the purchase order for each line item.

    28 votes

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    Hey community, thanks for your continued interest and feedback. Just wanted to pop in here to share that in current state you could include the Delivery Date in the Description field for each line on the purchase order, and this will appear on the order your supplier receives.

    However, if anything changes in this space, we’ll update you on this idea!

  15. What I want to show in the batch payment summary is the transaction date.
    For example, I used my personal money to buy sth on 1st June & 10th June. Then I submit "expense claims" on these two days. And when accountant batch the payment for my claims, I want to show the transaction date (1st June & 10th June) on the batch PDF, just as shown in my attached image.

    1 vote

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  16. Xero should not allow employees to submit Expenses for locked periods. It must have a Posting Date & Document Date to facilitate this. The document date should always be what's on the invoice/receipt

    9 votes

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  17. I could do with being able to give the product's and services feature to low level users

    14 votes

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  18. We write paper checks for some of our clients using a blank check style format. It would be nice to be able to insert a scanned signature on the signature line on the check style. This would enable the authorized signature to print on all checks printed.

    15 votes

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  19. When you enter an invoice it flags up to say that it has already been entered, with a credit note this function is not available, could this be added?

    15 votes

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  20. Xero app should have the option to slide up or down line items in quote & invoice

    3 votes

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