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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.

    3 votes

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  2. The PO number space under Purchase Order View is limited, we cannot view our full PO number, refer to picture

    Please extend the column, else Xero should restrict the maximum allowance length for PO number format.

    6 votes

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  3. Workers Comp pay item leave accrual idea.

    There is an option to "Accrue Leave for this Earnings Rate" when setting up the WC pay item.

    What would be good is the option to accrue for AL or PL separately as this alters according to state law eg in WA, AL is accrued but not PL on WC payments.

    15 votes

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     ·  2 comments  ·  Payroll  ·  Admin →
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  4. We have 2 employees that will be taking 1 day LSL every week in the new financial year and it would be very helpful if there was a way to add in this type of leave request as a recurring request for the same day each week. Rather than having to add in 1 day leave for each occasion.

    19 votes

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     ·  3 comments  ·  Payroll  ·  Admin →
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  5. Being able to access supplier invoices using the link in the email. Currently we can only access the invoice related to the email. When trying to view other outstanding invoices, I get the message that I don't have permission to view that page and to have my access upgraded even though I have full access (bar subscriber). It would be great to be able to, as a bookkeeper, access other outstanding invoices. A lot of clients will use the link, see that they can access the other invoices, and not see an issue.

    2 votes

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    Hi Linda, this sounds more like something that would be best resolved individually with our Xero Support team directly(you can reach them through the Contact Xero Support option at the bottom of this link).

    With the Standard or Advisor user role you should be able to access outstanding bills (supplier invoices) in the organisation.

  6. In the bank feed, recognise transactions that cover a supplier or customers total balance, or multiple bills/invoices paid together rather than only suggesting matches for 1 invoice/bill.

    3 votes

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  7. Would it be possible to create a contact who is a "sub contact" of an existing contact. For example we perform work for a strata management company. Every invoice is made out to [name of strata company] but the contact details, email address and physical address are all the same - that of the management company. I would love to create [strata management company] as the main contact with all the strata "divisions" they manage below them without having to create a new contact for every single new building. What are my chances?

    15 votes

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    Appreciate where you're coming from with this idea, Kirsty. 

    Right now you could create a Contact Group, and have each related contact assigned to that contact group. Get what you're saying with the efficiency when having most of the same details - for now perhaps importing via csv would help create these in less time. 

    We also have an idea for the ability to copy a contact, and another for contact group statements that you might like to join and follow. 

    We'll start to get a feel of the interest for this type of feature here, and I'll let you know if there's any change planned. 

  8. I would like to have the option to run an income statement with categories sorted by Descending/Ascending order and not just alphabetical.

    4 votes

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  9. When using the xero me app to capture an receipt image to upload to an expense, the capture is much too quick, and does not allow enough time for the phone camera to focus. Also it does not support multi receipt capture.

    3 votes

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  10. Please make the Cash Flow Report able to be exported to excel/sheets/csv! And please list the starting balance in the account, and show running balance like any other chart. This would be so helpful.

    2 votes

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  11. We are all required to keep tax code and other notifications from HMRC for a number of years. Currently we have to do that in hard copy. It would be great to be able to upload a copy to the employee record instead.

    3 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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  12. I would like to be able to see sales totals on a simple table on the Xero app. I simply wish to see monthly sales totals as well as year totals per selected year. This helps me to get a quick snapshot of how my sales are increasing or decreasing, and also to view sales trends by month.

    3 votes

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  13. The button to view attachments was at the top of the page in classic invoicing but is at the bottom in new invoicing. Our sales transactions are imported from our point of sales software via API. Every sales invoice has an attachment and we now have to pointlessly scroll down to the bottom of every invoice before we can view the underlying report. Please put the attachment button back in an accessible place!

    4 votes

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  14. can you make the selection of multiple files possible when adding images to invoices please. i have to navigate to my phones picture folder when i am invoicing out my expenses for the month. i have to attach copies of my receipts to the invoice and its painful only being able to add them one at a time.

    5 votes

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  15. We often receive all or partial items of a purchase order before the supplier bill. We want to be able to mark these items as received on the PO so that our inventory will update the quantity we have on hand.

    2 votes

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  16. Can we have one more column or filter option containing Bills/ Expenses status like Paid, Awaiting payment, Awaiting approval and Draft to generate every details on project bills/ expenses record in "Project Details Report" or Project features in "Payable Invoice Detail" report.

    2 votes

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  17. You should allow current subscription holders the ability to create reports on all of their data. At the moment if you stop employee staff and therefore downgrade your subscription, XERO removes all payroll reports. So when you need to print a report you cannot without changing your subscription to include payroll again, even they you don't need to pay employees. It costs you a 30 day subscription to print one report. This is a big fault and something I can do in MYOB. Please fix this madness.

    5 votes

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  18. Dont automatically open a new tab when clicking the contact link in the new invoice or give option to turn this off.
    There is Alt+click shortcut on all browsers to do this already.
    Making this auto open as default leads to too many unnecessary tabs and attributing to a more messy workflow

    4 votes

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    Thanks for your detailed feedback, everyone. We do find that customers have differing expectations of how clicking a link should behave.

    With the current behaviour, opening the contact in a separate tab means that users don't lose any information they may have entered in the invoice.

    We don't have any plans for changing this in the near term but it'll be good for us to continue to get a sense of the interest around this from our community here. If there are any changes that may impact this we'll share an update with you all here.

  19. When the Allocate Amount pops up to allow for Pre-Payments to be allocated to an Invoice, I find I am going between Mouse, Tab, Numeric repeatedly. We have a large number of Clients who pay weekly and build up a number of Pre-Payments. It would be a lot easier to just use the mouse. Allow for a Double Click in the box containing what is available, or Double Click in the amount allocated, or something - but there has to be a simpler method.

    3 votes

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  20. Massive oversight by Xero.
    E-Invoicing only available to VAT registered companies as you have to enter a VAT number. What about all the non-registered companies?
    Why can't you select that you aren't VAT registered and be able to benefit by E-Invoicing?

    7 votes

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