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  1. I have a number of Telstra accounts that all come due within a day of each other. Xero can't tell the difference between the rules. I was thinking that when doing reconciliations, where it has the drop down tab "Options" if you could add "Choose a Bank Rule" it would save me having to ignore the wrong rule chosen by Xero and and manually have to fill in the data for the relevant Telstra Account when it comes in.

    18 votes

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    1. Purchase orders reset to 'include GST' ever time you start a new PO. Why does it not just remember the last setting like invoicing does. (Or an option to lock it to a setting)

    2. Ability to add more information to invoices like customers phone number or email. It's an option. Saves warehouse staff or anyone having to look up the information. (At this time I use the country for the phone number and contact for the email)

    1 vote

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  2. My main business uses a Xero subscription moderated by a by a book-keeper.

    Is there are means to add personal non-business expense bank feeds into Xero under the same licence so they can be separately and privately monitored?

    22 votes

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  3. We would like to be able to hide certain bank accounts on the dashboard so our employees who reconcile our bank accounts don't also see our payroll bank account (same with loan accounts, savings accounts etc) where the wages get paid from. I.e. the ability to edit the dashboard and 'hide' a bank account for certain employees/ Xero users. Currently as I understand, editing the dashboard is unique to the logged in user.

    5 votes

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    Hi Heiko, even if you were to hide the bank account from the dashboard, if the user has permissions that enable them to access bank accounts they would be able to view this information somewhere else. 

    It sounds like you'd be interested in the idea across here asking for the ability to restrict access to bank accounts. Would this be correct? 

    If so, I'll merge to keep this feedback altogether. 

  4. The 300 line cap for importing journals is completely pointless and shortsighted. With MTD rules requiring digital links, importing of journals/transactions has become vital, yet Xero still retains this nonsensical limit. We are forced to manually intervene and adjust where journals are too long (makes a mockery of MTD). Excel can handle over a million lines (and has done for ~20 years now). Sage manages 999 (still limited in this day in age). Somewhere between the two would be great!
    Keep up Xero.

    20 votes

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  5. Some xero reports can be run by last month, last quarter, last financial year etc. The above report can only be run by entering specific dates. Could this report have the same pre set date options added? This would be useful for client query lists for monthly/ quarterly BAS Returns, annual accounts/ tax returns etc

    2 votes

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  6. When adding a bank rule is it possable to change
    No 5 Add rule details to deault to "all accounts" rather than the account you are currently in
    A rule set up for fuel will be the same allocation no matter what bank account you are in
    Where do you chande the system defaults?

    2 votes

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    Hi Greg, while there's no way to set your own defaults for Bank Rules in Xero. 

    The existing default will differ depending on where you start the Create rule flow. 

    • If you're in the process of reconciling your account (via the Reconcile screen or Cash coding) the default for '5. Add rule details > Run this rule on' is the bank account you were reconciling
    • On the other-hand if you Create rule from the Bank rules screen, this'll default to 'All bank accounts'

    While this isn't something we have plans for at present. Appreciate how you'd like to set up a default regardless of where you start this and have adjust the title of your idea, here and we'll keep an eye on the support for this. 

  7. It would be useful if we were able to select published reports in bulk to archive them, rather than having to do them one at a time.

    8 votes

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  8. Allocate spent money to supplier invoice raised at a later date -We pay our electricity monthly by direct debit - we may have 6-9 payments that have been reconcilled as spent money as the next supplier invoice has not been received. It appears you have to remove & redo the reconcilliation rather than having a facility to allocate that spent money to the invoice. This is incredibly time consuming and should be a facility available.

    1 vote

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  9. Add a "DUE" Column to The new "Customer Invoice Summary" report if it is to replace the "Customer Invoice Report". At the moment the proposed change will remove functionality. We rely on the current Customer Invoice Report to update our cashflow. The proposed "BALANCE" column is not the same as the "DUE" data. "BALANCE" only gives Invoices not paid at end of filtered period rather than what is left to be paid period.
    Alternatively..... DO NOT RETIRE THE CUSTOMER INVOICE REPORT!!!!

    3 votes

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  10. Ability to set up bank feeds for foreign currency Westpac accounts. For those that bank with Westpac in Australia

    10 votes

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  11. To be able to customise the Aged Payable report by adding GL Codes to the columns, and then being able to group by this as well.
    Thanks

    4 votes

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  12. A drop-down list when adding a Task under a project for an Estimated expense or an Expense. We only see a list when we type something. What if we want to see the items in alphabettical order starting with the 1st item?

    5 votes

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  13. Currently you can add a discount of any amount including 100% on an invoice. However if you have a 100% discount the nominal ledger account doesn't save - so you can't report on it. We would like to know all subsidies across all courses but can't currently do this as if we have a fully funded course the NL code won't save so is left blank.

    2 votes

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  14. Find and match on bank rec to still go green when there is an entry on the discuss tab.

    Currently the right hand side of the bank rec will only turn green if there is a possible match and nothing in the discuss tab. If there is something in the discuss tab it will not turn green even if there is a match.

    It would be great if the border of the box still turned green whilst displaying the comment to indicate that there is a possible match to allow the user to review and ok the transaction.

    16 votes

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  15. Povide the ability for the bank rule to code to Items/Products/Services codes as well as GL codes

    4 votes

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  16. Currently we can send invoices using eInvoicing through the PEPPOL network, however we can't send credit notes for any changes to these invoices. It would be good if credit notes (or at least negative invoices) would be enabled in Xero so any invoice changes could also be sent through the eInvoice system.

    2 votes

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  17. can you please increase the capacity for downloading general ledgers because at the moment it seems very limited. Often we have to send large files and the capacity at the moment is insufficient

    1 vote

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  18. We have started working with a new bank and they use OFX v2. It seems Xero only supports v1.
    Would be great if Xero can support this new version of OFX.

    4 votes

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  19. VAT Return - transactions by VAT Box
    Hi our company VAT return is currently over 400 pages long. Reviewing it is not easy when you have the box 1 figure on page one. I then scroll to about page 65 to get to the box 4 numbers after scrolling past it 2 or 3 times.
    It would be amazing if there was a navigation panel to one side that I could click and it would take me to the page of the vat return relevant to the box number I want to review.

    2 votes

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