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  1. We have a client that has subscriptions that are paid monthly via card with a "debit order", can you create different payables folders and link it to each bank account so that normal operating expenses that are paid weekly can match with the business' current account and have a separate folder in payables that has all the subscription invoices to match in the bank recon screen

    1 vote

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    Hi Marinus, thanks for the detail of your needs here. While there's no particular feature for this right now, one option could be to use a consistent prefix that you add to the reference field of these type of bills.

    When reconciling the payment in your bank account, you'd use Find & Match and could enter the prefix in the Search field to look up al the related bills for that period.

  2. We need a way to flag a transaction, either a sales, bill or account transaction that can then be pulled into a report for review before finalising BAS's etc.

    Whether that be a spend money that you are awaiting a Tax Invoice for, a bill that is in dispute, or a sales that need follow up.

    Could it be in the Bank Reconciliation menu where you can then pull the "discuss" notes into a report and the query notes could be there?

    5 votes

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  3. Find and Recode payments from imported statements to change the "Received as" feature to Prepayment or Overpayment.

    I have a lot of older statements to import (this particular payment provider does not offer a feed for importing automatically). These payments are nearly all prepayments, and now I have to manually reconcile them to Prepayments. Automation would be a real time saver!

    2 votes

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  4. Where there is more than one bank account in an organization, it would be very useful to be able to filter out a particular Cat Code, separately , within each bank account. Currently one gets the entire Cat Code for the entire organization, showing all the bank accounts. Also, the column "Tax" remains blank when a bank account's reconciliations for the date selected are chosen. Please see my uploaded example of just one bank account's reconciliations, which contains every transaction, but no tax shown. The report shows "Gross" and "Net" to be equal, when in fact there are many with…

    1 vote

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  5. Hi there, we have been using tracking options for our projects and we have now reached the maximum number and reached the limit for it, but we don't want to delete the previous projects<. Just want to know, if we can increase options limit to numbers. Thank you.

    Limin Kaka Luo
    Thee Group

    20 votes

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  6. It would be helpful if you could see if an attachment was uploaded - you could consider showing an Icon outside the RHS of each line., as something Every GST checker needs to do, is make sure they have the appropriate attached Invoice so they can claim the GST. In Xero, it is laborious to have to open each line and check if their is an attachment.

    1 vote

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  7. existing threshold for Xero fixed assets is 500 - increase this to 5,000 to avoid having to use a separate app (which are clunky / expensive) to manage fixed assets

    11 votes

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    • Because I will NEVER use this button, so it's just another box I have to TAB through (seriously worried about getting OOS with all the tabbing I have to do now...)
    3 votes

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  8. Ability to insert forecasted figures into Xero and run a forecast report alongside the budget report. We get to half year and assess how on track we are with budget and more often than not it makes sense to adjust the forecast numbers for the remainder of the period but not lose sight of what the budget was in the first place.
    If we're able to run a report with actuals for YTD and forecast for the remainder of the period it would be hugely helpful

    36 votes

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  9. Most often when I extract XERO finance reports I have to strip out all of the headings and totals in order to get to the raw transaction data for further pivot analysis and data refinement. Having a raw data dump (i.e., excel or csv format) as an option to the formatted files would save considerable time for users doing pivot analysis, multi period or year comparisons, adding calculations and additional columns, preparing charts, and just trying to summarize the data in a different way.

    10 votes

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  10. Invoice Settings - be able to turn off the Auto Sequencing Invoice Number.
    I need to input a specific, externally generated invoice number when invoicing.
    It would be nice to have the invoice number field blank, ready for me to input it.
    Currently there is no option other than to have an auto sequenced number in the field.
    Yes, I can delete it and then input my number but would be great if I could have a blank field.

    7 votes

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  11. It would be good if we could do the gst on the mobile app instead of having to log into the desktop site.

    4 votes

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    Hi Troy, when you say do the GST are there any specific actions that you'd find most handy to be able to do from the app? E.g publish or export a return, file GST with IR, edit GST Details 

    While we don't have any plans for this atm, it'd be good to get more detail to be able to share back with our team on this. 

  12. 14 votes

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  13. It's very known for all that the space for batch payment details is very tie.

    We hope from XERO staff to expand this space at least five times. to enable us write down whatever we should fill.
    BR
    Ramadan Abdu

    1 vote

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  14. In the classic invoicing, when I am approving my invoices draft then I click "Approve and view next", it goes in the next invoice subsequent number.

    In the new invoicing version, when I click on "Approve and view next", it goes directly to the last invoice number instead of the next one. I have a lot of drafts to approve and it has to be in the right order.

    For this reason, I stay with the classing invoicing. I might consider switching back to new invoicing if this issue can be resolve in the future.

    66 votes

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    Appreciate your feedback on how you use invoicing and the benefit you find in being able to approve and view the next invoice in sequential invoice number order. As we continue to plan further developments within this space, our product teams would like to engage you all here to get a better sense of our invoicing users for future improvements. We’d find your feedback invaluable and if you’d be interested in sharing with us, please fill in our survey here.

  15. 116 votes

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  16. Please explore the possibility of generating a report that efficiently and clearly captures Recurring Payments made to any contact or supplier with either monthly or yearly frequency?

    Currently, this is not achievable without significant manual effort to extract data from various reports in Xero. While I’m aware that the "Repeating Bill Payment" feature setup can also aid with producing a report of this nature, most clients do not use this setup, and the information isn't sufficient.

    Payments have been processed in Xero through various methods, including bills, direct debits, and spend money transactions. The desired report should be able to…

    2 votes

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  17. ON THE BANK REC IT SHOULD BE SET TO DEFAULT AS OVERPAYMENT TO SAVE TIME

    4 votes

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  18. On balance sheets or profit and loss reports. It would be amazing if there was a distinction between accounts that have nothing in them (e.g. -) and accounts that have a nil balance (e.g. 0). They currently have the same icon (-). Having different icons would make it easier to distinguish without having to click into the account.

    3 votes

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  19. Users should be able to generate a report of transactions without receipts attached. This allows small business administrators to identify which transactions don't yet have receipts attached.

    30 votes

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