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    1. I need to be able to get a total on all the quantities on an invoice. If there are say 5 entries I would like to be able to get a total of all the quantities entered .
    2. One is able to move a line in an invoice from one place to another. But I would like to be able to move more than one entry around at once. So if I am able to select 2 or more entries and move them to another place in the invoice it would be great.
    4 votes

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  1. Currently, I can export manual journals from a Xero organization for record saving. However, I cannot use the exported manual journals in Excel format to be imported to another organization directly. Because the exported manual journals show the GST amount in a separate line (GST account). Can you please add a new function to export manual journals for Xero importation? It means I can directly import the exported manual journals from one organization to another without editing.

    4 votes

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  2. Have the option to create nominal codes and assign them to CIS returns to allow for more granular review of costs. E.g. Bricklayer expense, Plumber expense etc.

    52 votes

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  3. Ability to edit expense code and tracking code after approval and payment.
    This is to make up for there being no data validation capability for coding.
    The workaround is to run the Account Transactions report and run 'query tests' in Excel.
    Once the errors are found, you go back and edit the transactions for missing tracking codes, etc.
    With Expenses there is no ability to subsequently edit the transaction, though whihc measn you need to create journals which is inefficient and hard to audit.

    7 votes

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  4. There should be a way we can change the email address that the files inbox accepts to make it more tailored to clients?

    For example for a client, their inbox files email could be: xero.inbox.owerthsgm56785.49n6356@xerofiles.com which is crazy!

    It would be so much better if it could be something like xero.inbox.clientname@xerofiles.com

    10 votes

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  5. When importing bank statements on the import screen, it would be great to have the account balance shown on the screen.

    Yes it shows the latest transaction imported but some statements will have transactions for the same day shown after this transaction that may or may not have already been imported - you would have to go back to the bank statement screen to confirm the balance. Having the bank balance on the import screen would be a nice QoL adjustment.

    Thanks

    1 vote

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  6. Our company's invoicing procedure comprises three steps:
    (1) invoice generation by our own custom software and also pushed to Xero through the Xero API,
    (2) direct debit payments manually added and processed via GoCardless (on their own website, not Xero's integration) for selected invoices, and
    (3) invoice reconciliation in Xero. This process is jeopardized when any alterations are made to the invoices in any of the systems (our database, Xero, or GoCardless), causing inconsistencies and the need for corrective credit notes.

    We primarily use our custom software for invoice generation and management (90%) and occasionally create manual invoices in Xero…

    3 votes

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  7. It would be great if we could do a bulk recode of due dates for invoices. EG, all May invoices for a particular supplier can be recoded so the due date shows 30 June.

    3 votes

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  8. A button you can click to reverse the order of the columns in Reporting
    Typically the reports show the month in question closest to the account descriptions and then the prior months in columns to the right but we'd like to look at our current year starting with the earliest month in the column next to the account descriptions and the remainder of the year in columns to the right. This is particularly useful when building out projected cashflows.

    22 votes

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    You can re-order the columns of your report with the layout editor, Robbie. 🙂


    Once you've got the report set up as you like you can Save as Custom to easily access the report with this layout. 

    If you're like to make this the default layout there is also an option for this - see our help here & here

  9. Tracking Categories Report - Please add the ability to print/download the tracking categories

    43 votes

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    Hi team, to export a list of all Tracking categories in your org, you may find the Tracking Summary report of use to you here. Alternatively, you could run the Account Transactions report and Summarise by the Tracking category. 

    The one caveat here for both reports is that they'll only show a list of the tracking options that have been used within the date range the report is run. 

  10. Include notes that have been left on transactions in the 'Discuss' tab on the Bank Reconciliation Summary Report.

    30 votes

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  11. Be able to set an automatic default tax rate when new sales or expense accounts are created. In our country, the sales tax rate changed, and by default when I create a new account, it gives the old tax rate. Unless I change the Default tax rate for this specific new account to the current tax rate, I will be given the old tax rate by default. This has given us accounting problems that are sometimes hard to trace when one doesn't change the tax rate manually each time a new account is created.

    4 votes

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  12. It should be possible to search Fixed Assets by serial number using the existing search box.

    Otherwise the Fixed Assets registration feature is not that useful, because if you have i.e. 50 of the same asset you have to manually open all 50 assets to find out which one actually matches the SN of the asset you are disposing.

    If you can't search based on the serial number, what is even the point of entering it?

    21 votes

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    Hi everyone, thanks for your feedback and detail of why searching b y serial # would be of use. We understand how this'd be beneficial when you have multiple of the same asset being registered.

    At this time, as with a few parts of Xero our product team in the Fixed Assets space are focused on updating some core Fixed Assets technology to provide future capability and a consistent look and feel to what you've begun seeing in other parts of Xero like reports, and invoicing.

    We'll keep watching the support for ideas closely and share any updates with you all.

  13. Hi Community, we need to have the option to copy part of the invoice when we are doing it, and then, copy that on the same invoice we are working, many times we need to invoice the same things to the same client but separate it by levels or offices into the same invoice, we can save a lot of time with this function when we are writing a big invoice.
    Thanks

    2 votes

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  14. Are you able to generate comparatives button on the BAS's and IAS's for the previous period and the same period last year, like there is for tax returns? This would be a handy tool to use when reviewing.

    6 votes

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  15. I exported the Detailed Account Transaction Report. Additional column I need is the transaction number so I could group or filter the specific transaction/s that I want to conduct further analysis.

    Thank you.

    6 votes

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  16. After uploading or emailing files to Xero, have it perform some sort of OCR and create a transaction, or spend money or something. It's almost like opening a beer and not drinking it. Please Xero at least 'take a sip'. Just left MYOB ofter 10 years, this is automatic in MYOB! I think the idea here is to make the computers do more work and we do less......right?

    2 votes

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    Hi Scott, returning to your idea here I wanted to share a few different options depending on your needs that could help. As you may be aware we have Xero Expenses that has a capture element that will read your receipts that are uploaded to transcribe into the expense claim receipt, alternatively there is the ability to email to bills to capture and create a draft bill in your organisation, and we also have a new feature in bills that'll be rolled out to everyone soon where you can upload a file directly from your device to create a draft bill using the detail of your upload.

  17. Add the ability to open an account transaction report by clicking on the number in a total line of the balance sheet or P&L. The linked account transaction report would contain the account transactions for all accounts that were being totaled.

    1 vote

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  18. Allowing attachments to be included when sending a remittance advice so we don't have to send them manually via email

    65 votes

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  19. Xero can you please add a Remaining To Allocate line on the bills screen. Most of my bills are split between jobs so a remaining balance to allocate would save so much time having to manually calculate entries. See example attached. Especially when working on the go so a calculator is not required.

    1 vote

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