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  1. Project Assigning in Hubdoc. It would be most useful if our accounting team could choose between a Billable Expense and Assign to a Project in Hubdoc. We have many small expenses that have to be assigned to projects, as the client has already paid in most cases. We have to find each one, which is a challenge, open the bill, and assign each one manually. It is so time-consuming. So much processing time. Please consider this, it would be so appreciated.

    5 votes

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  2. Can you add a "Add payment and send invoice" button on the payment option, if the customer has paid straight away, I have to add the payment, it then exits the screen, you have the option to send a receipt (but no invoice?) and you have to go back into the transaction to send a paid invoice to the customer

    1 vote

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    Hey Olga, thanks for your engagement and for sharing this great idea with the community.

    We've reviewed your suggestion to add an "Add payment and send invoice" button. We can see how this would streamline the process when a customer pays straight away, saving you the current hassle of adding the payment and then having to go back into the transaction to send the paid invoice.

    Your idea is now open to gain support from other community members. Along with votes, others can now comment to share how this improved workflow could enhance their own experience with Xero. 🙂

  3. Currently, documents (invoices) that are attached to a "Bill to Pay" entry do not copy over to the bill payment transaction at reconciliation. You have to go to the (reconciled) account transaction and manually add the same documents again !

    I'm told by xero this is because the Bill to Pay and actual bill payment are 2 separate transactions and the "documents" icon and process apply only to the transaction being processed at the time.

    This is silly. It is doing the same thing twice - and requires you remember to do it anyway!
    I thought automation was designed to…

    1 vote

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    Thanks for sharing this suggestion, Richard.

    We appreciate you letting us know about the changes that matter to you. We've reviewed your idea for having documents attached to a bill automatically copy over to the final bill payment transaction. We can see how this would save a lot of time and remove the current double-handling of having to attach the same file again post-reconciliation.

    This idea is now open to gain support from other members of the community. Along with votes, others can now comment to share more detail on how this improved workflow would help their experience with Xero. 🙂

  4. The Australian Taxation Office (ATO) allows partners to fill out and submit a Partnership Tax Return (PTR) without being a registered tax agent or accountant. However, TPR is currently only available in Xero Tax, which is a professional tax preparation software package designed specifically (and only) for registered tax agents and accountants.

    Can I request that (like BAS and TPAR) the PTR report and lodgement features be made available in the base Xero software?

    1 vote

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    Thanks for sharing your idea to add the Partnership Tax Return (PTR) to our base Xero packages.

    We're grateful for your engagement and letting us know the changes that matter to you and your business partnership.

    We've reviewed your idea and now it can gain support from other community members. Along with votes, others can now comment to share additional detail about how including PTR lodgement in the standard Xero software could improve their experience.

  5. The ability to upload a file into individual projects directly rather than via bill allocation. Would like to be able to upload customer order, for example.

    3 votes

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  6. For Advisors only: if a padlock is present on an account of the COA I would like the padlock to go to the bank rules so they can easily be redirected to the new account. For example, we set up Directors Loan accounts for each financial year. Each year we hae to add a new account too the COAs and reroute all of the rules. Painful!

    1 vote

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    Hey Michele, thanks for your suggestion to make the padlock icon on the Chart of Accounts a direct link to the associated bank rules.

    We're grateful for your engagement and for letting us know the changes that would improve your workflow. We can see how this would be a huge time-saver for Advisors, especially when managing year-end processes like creating new Director's Loan accounts and rerouting the old rules.

    We've reviewed your idea, and it's now ready to gain support from other community members. Along with votes, other Advisors can now comment to share more detail about how this feature could make their own account management processes much less painful. 🙂

  7. Have a Report that shows all Quotes that have been accepted, but not invoiced. That shows any part invoices that have been raised. We frequently invoice a % upfront, % mid project and then % at the end.

    3 votes

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  8. Would like a pop out screen to view and edit transactions from the transaction report without having to arrow back to the report after each view/edit. Currently it is extremely time consuming with appx 7 back clicks to return to the report after each individual view/edit.

    1 vote

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    Thanks for your engagement and for sharing this idea about editing Spend Money transactions directly from the Transaction Report.

    We've reviewed your suggestion, and it's now open to gain support from other community members. We can definitely see how having to click back and forth to the report after each edit is a time-consuming process.

    Along with votes, others can now comment to share additional detail about how your idea for a more direct editing workflow could improve their experience with Xero. 🙂

  9. Can you please update the Bendigo Bank logo to the new and updated version.

    Xero currently uses the old logo.

    3 votes

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  10. Where you have multiple legal entities that are able to lodge a consolidated BAS/GST return for the Group, having an ability to lodge the one return from Xero, without having to manually consolidate the various legal entities data outside of Xero via excel or some other means.

    4 votes

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  11. I have 22 bank accounts and loans on the "Bank accounts page". It would be good if I could quickly filter the unreconciled ones to the top, rather than scrolling through looking for unreconciled accounts.

    2 votes

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  12. There needs to be a way we can change the pool type for an asset if we've accidentally selected the incorrect pool.

    1 vote

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    Hi Melody, thanks for submitting your idea on Xero Product Idea's. We appreciate you taking your time to share changes that would be most meaningful to you.

    We don't have any immediate plans for adding this feature in Fixed Assets, but we'll monitor and track support your idea receives from the community.

    You can find out and stay updated with Xero releases on Xero Central.

  13. It is very frustrating to not be able to copy & paste the line items on an invoice attachment when creating a new item to the inventory list.
    Request to remove the 'grayed out' background

    1 vote

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    Thanks for submitting your idea on Xero Product Idea's, Toni. We appreciate you taking your time to share changes that would be most meaningful to you.

    We will monitor and track support your idea receives from the community.

  14. Add drag and drop import feature or allow multiple journals to be import at the same time. For example adding daily sales/payment journals this would a gamechanger in time it take to complete these tasks

    1 vote

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  15. I'd like to be able to assign particular expenses to an invoice. Currently I can mark an expense as invoiced but it would be much better if we could select which invoice it's actually been included on.

    1 vote

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  16. How about your search function is told that it is a part an accounting software package huh?
    Just a thought...

    1 vote

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    Is there a particular invoice or transaction you're trying to find there, Samele? Appreciate your screenshot, as shown search primarily looks at the contact, reference or invoice number.

    Or were you searching for help on some way to use invoices?

  17. make xero smarter, its clunky and user unfriendly and you have over 2000 ideas from users but you do absolutely nothing about fixing things

    1 vote

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    Sorry to hear your frustration, James. If there are multiple transactions that could possibly match the statement line Xero will show these so you can choose the most appropriate.

    I appreciate we may not always be working on what you're after however I can assure you there are many ideas that our product teams do pick up and develop from our community. Last year alone we delivered solutions for over 350 ideas that were raised here on the site.

  18. Put the paid date on the Invoices screen. It would be really nice to have the paid date showing so I wouldn't have to click on the invoice to see when it was paid.

    16 votes

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  19. Purchase Orders - ability for the suppliers that you send the Purchase Order, to view the document online and have the option to import the Purchase Order to Quotes and Sales Invoices.

    The Purchase order area of Xero feels a bit underdeveloped at the moment. However, one strong step would be to allow Purchase orders sent by Company A from their Xero account to be transferred to Company B's Xero Sales area at the click of a button (giving an option of Quote or direct to sales invoice).

    This is already set up on the Sale side, where Company A…

    2 votes

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  20. What's most wrong with the new invoicing template is that the most useful features have been shifted to to the bottom of the layout , so you have to scroll to the bottom to use them. Also the default of approve and send is not the best option , approve would be better ( or perhaps a way to choose that box default would be terrific. Also to attach files , all the way to the bottom we go, thats crazy . also the size of the template is too big , it needs to be more compact its adds…

    5 votes

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    Thanks for feeding back to us here, Mark. I want to assure you our product teams and leadership are very attentive to the feedback we've been receiving from customers on the new invoicing experience and we're committed to improving this.

    It helps for each of the points you've raised to be tracked separately so our teams can consider the votes as a factor when prioritising and planning development, as well as keeping the communication clear of the changes we're making.

    Many of the things you've shared are being worked on and we have separate ideas for these that I've listed below and welcome you to join and vote for each, if you'd like.

    Trying to get a better view of the placement of buttons that you mentioned - would this just be the Attach files option or is there another that you would like to see shifted above, too?

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