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  1. Mobile/ipad bank reconciliation

    Request to show in the suggested green match it is 1 of many if more than 1 matching invoice (as it does in desktop)

    Else payments can be matched to incorrect same value invoices - what a headache to fix later..

    AND

    … find and match can only search by name or invoice number -

    Please add to search by invoice amount (as this will help with when there are multiples to choose the correct one)

    Thank you

    1 vote

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  2. New bills screen - bugs/design that need to be fixed:
    - when filtering the currency column disappears
    - the planned date font size is smaller than the due date font size meaning I can't zoom the screen
    - the from column isn't wide enough so most suppliers' names are wrapping, meaning each transaction takes up 2 lines and results in fewer transactions on one screen and more scrolling, whereas there is wasted space between the planned date, paid and due date columns which could be made narrower

    68 votes

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  3. Xero Bank Feed connections: Would it be possible to connect payment services for Stripe to more than two bank accounts, I can currently setup GBP (primary currency) and USD but can't setup for EUR or CAD. Our Stripe payments are collected in the currency and paid out to our bank accounts in these currencies but the payment service settings will only allow these two currencies to connect to the GBP payments which mean a manual process to transfer between accounts in Xero and ''mark as reconciled'' . The USD payments work great so it would be good to be able…

    6 votes

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  4. When using Xero Projects, we can assigned Bills and Sales Invoices to a Project.

    However, it is possible to create a Sales Invoice and easily overlook assigning it to a Project.

    There is no way to identify Sales Invoices which have not been assigned to a Project. (A recent update provided a feature to do this for Bills but not Sales invoices)

    60 votes

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  5. Currently when you filter all project reports by a date range it pulls the report based on when you assigned the invoice/expense to a project. Please update the report to pull by the invoice/bill date similarly to all other reports in Xero. This is crucial so you can compare your project reports to all other financial statements to confirm accuracy.

    5 votes

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  6. It would be great to have an option to run a sales report by item which includes draft invoices, delivery dockets, and purchase orders as well.

    For example, I tried to run a sales report on qty of each product sold for the financial year to date and realised this information was inaccurate as we had sold a significant qty as draft invoices (using draft invoicing in lieu of delivery docket functionality), these products were not included in the sales report.

    2 votes

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  7. Can you please add a filter to the payments page so we can filter them to show just the incoming payments. It would make it a lot easier to reconcile the payments if we don't have to scroll through all the outgoing payments as well.

    2 votes

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  8. Ability to add project financials rerporting into an advisor template report

    Being able to build a management report template that includes project financials seems like a no-brainer. but you can't do it at template level. You have to start with the existing template for a managmeent report and build a report from scratch for each client.
    You can't even take an existing template and add in a project report.

    2 votes

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  9. 16 votes

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  10. I really need to add notes to the Budget Manager fields to explain (as much to aid my own memory as anything) how I calculated the amounts in each line for each month. This will be helpful when the budget is interrogated at Board meetings and I can easily reference what was included in the expected income or expenditure figures for a month. Xero has this facility in other financial reports, but it is desperately needed in budget manager.

    20 votes

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  11. Ability to show Xero Project assignment on the Invoice overview export report an the Bills export report so you can see what sales and costs have been allocated to which project or not at all.

    3 votes

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  12. There is no reason to override a cogs associated account to a purchase account in the inventory item summary.

    The suggestion is to allow the inventory item summary report to report on items as they are actually tracked on the P&L meaning material purchases are a cogs and should show in the cogs on this report.

    1 vote

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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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  13. The new invoicing page design has created a bloated feature-packed version of invoicing that, whilst great for companies who regularly email or print invoices for posting, is an absolute pain in the proverbial to navigate for companies such as ours who only create invoices for accounting purposes, and never send them out.

    For background context, we are a small family-owned investment property company who create invoices in Xero corresponding to rental income statements we receive from letting agencies. We only create the invoices once we've received the statements, so the original invoicing feature was perfect for us. Its replacement is…

    3 votes

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  14. Would be useful to be able to narrow column width, especially when decimals are removed and more months are required on 1 page. Similar to Excel, where we can change width and height of rows or columns.

    95 votes

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  15. I think the time has come to invest in AI, as a accounting software leader (Xero). Many people invest their money in AI software, like accountants, to do better / more accurate and faster budgets, forecasting (cash/accrual) mixed with different scenario's, transaction reconciliations and presentations of data/information and graphs. This usually in excel; outside the accounting software, where mistakes are likely to happen. I am not in IT, or software development/integrations, so I do not have an idea what this type of investment would cost, but my gut feeling is it would be worth it.

    6 votes

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    Like your forward thinking, Johan. 

    As Freya mentioned there is some AI going on in Xero already with the way Xero makes suggestions to help you reconcile your bank account. 

    We recently shared some insights with our customers on our approach to generative AI with Xero and you can read more about this on our blog

    Later this year you'll see Just ask Xero (JAX) be introduced and I'll round back to share once this is available. 

  16. We are forwarding inbound invoice emails to the Xero processing address, but, many suppliers send multiple copies (up to 5 or 6) saying "Invoice", "Invoice due in x -7 days", "Invoice due today", "Invoice paid", each with the invoice.

    Going through the duplicates screen is time consuming.

    Please make this easier for bulk actions:

    1) a keep this and delete others (in a group)
    2) a delete all (in a group) - sometimes we get statements or similar sent and right now we can delete the duplicates but have to go back to the invoice list to delete the original.

    2 votes

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  17. Could we please add the 'Due Date' option to the Aged Receivables Summary Report. I love the simplicity of this report versus the Detailed report but unlike the detailed report, there is no option to add the due date.

    1 vote

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    Thanks for the feedback, Jodi. When you say you'd like to add the Due date I'm guessing this would be as a column to the report? One thing that would make this tricky is where you have multiple due dates for a customer with multiple invoices in the period the reports being run - what date would you expect to show here?

  18. Being able to turn off "suggest previous entries" can prevent clients being to trigger happy with the "Ok's" in the bank rec screen. Unfortunately, this option does not flow through to the Xero APP. Can this please be updated.

    5 votes

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  19. Ability to turn off invoice reminders based on the invoice branding template.

    This would mean we can prevent invoice reminders being sent to customers who have payments scheduled via direct debit.

    23 votes

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    Thanks for sharing with us here, everyone. We appreciate there are many improvements our customers would like to see to improve their workflows for setting up invoice themes for their customers. We do have a product team that have been focused on improvements to simplify and enhance the look of branding applied to your invoices. Being upfront this doesn't stretch to adding invoice reminders at the branding theme level for the time being.

    We're continuing to watch and stay tuned to the ideas we have around this in our community and if there are any changes to share we'll post an update for you all, here.

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