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  1. In the old Xero reports as part of the management report, it was possible to run a report that showed month by month actuals for the FY to date then the budget month by the month for the rest of the financial year to give a full year forecast.

    However, in the new Xero reports, this functionality has gone. Try and write my own report but the dates don't update automatically regardless of the reporting date you select (as confirmed by a Xero specialist)

    So I can write a report that shows 4 columns - Jan - Apr actuals, then…

    8 votes

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  2. I would like to ask if there is a possibility of having on suppliers' and customers' activity bar (please see attached screenshot, what I mean) and one more column - bill/invoice description? I used to work with QuickBooks, and they had this feature, which was very helpful.

    8 votes

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  3. Can we please view more than the current bank statement lines in cash coding?
    At the moment you can only view 4 bank statement lines in the cash coding tab. Date, Payee, Reference & Description.

    We have found that sometimes we have clients using the Analysis Code, particulars or Code to reference details for the bank payment so when these come through to cash coding the view only items are all blank.

    4 votes

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  4. Say I go to a supplier and make a cash purchase. I use my debit card and then walk out with goods and a receipt. Scanning the receipt to Xero and coding the purchase if easy but I am pretty slack and normally lose the receipt before I get to scan it. What say, the vendor scans a QR code that I carry containing my email/Xero info and this allows the vendor's system to email me the purchase document. No paper and I can code the purchase when I am at my PC later in the day. Also means I…

    1 vote

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  5. Report for "Account Transactions" should only produce one line per transaction.

    Currently, the report splits off a separate line for the PST component of each transaction, adding "- PST" in the description and to the contact name, and pulls the PST amount out of "Gross".

    I need an account transaction report that includes GST, PST and the unit price in "gross" on a single line per transaction. These gross values will match the bank statement, and have the description/reference/contact and the account(s) the transaction was coded to.

    The easiest approach is to have additional columns to select from, and (critically)…

    2 votes

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  6. Presently, to create a draft bill in Xero from a bill that has been received in the csv format, the csv bill has to be imported manually. It would be easier to be able to email the csv bill to the unique bills email address and have a draft bill created in Xero.

    4 votes

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    Hi team, while not a direct solve for CSV file types as asked for here, I wanted to quickly share on the recent uploads feature we've released in bills.

    You can now simply select your files or drag & drop them, and Xero will automatically create draft bills with key details pre-filled and the original document attached ready for approval. 🙂

    We don't have any direct plans on expanding our supported file types at this time, but we'll continue to track the interest ans share if there are any changes planned for this. Thanks

  7. Currently Xero is set up to nil off both the Employer NI Expense GL and Liability GL as soon as payroll is run because employers NI contribution is always setoff against HMRC allowances.

    However, it is important to have employers NI contribution cleared only when remittances are made to HMRC and when HMRC send allowances (which is always a month accrued). The allowances are setoff against the employers NI expense GL.

    This treatment will allow the accountant to respond to remittances made to HMRC in terms of employers NI and allowances received from HMRC accordingly.

    It will also allow the…

    2 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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  8. Please could you allow the ability in Invoice settings for invoice templates, to show only the quantity and not the unit price. Separating these would allow to show how much of a material is used.

    2 votes

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  9. Create a feature to identify whether an expense is tax deductible or non-tax deductible under Bill, Expense, and Journal. This will be extremely beneficial to the SME Accountant when preparing tax computations.

    5 votes

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  10. It would be great if we could adjust the justification of text in financial statements. Yes, each to his own is accepted but some like the left indent and some like the evenly justified (which just looks neater). Here's to hoping it can happen.

    5 votes

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  11. This is a minor User Interface bug that has been bugging me for years.

    Basically, almost every time I go to the my.xero.com Organisations page I end up clicking and waiting then realising I haven't clickedin the special place that works. The user interface here is misleading. Whenever your mouse curse enters the large box containing the name of one of your companies, that whole line highlights. But the only place you can click to actually get it to go to that company's dashboard is the text of the company name.

    Everywhere else in xero, you can click in the…

    3 votes

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  12. it would be great to be able to have multiple reference numbers for one contact, so that way if you have multiple jobs for one company, it can be under the same name. instead of having to make up multiple contacts for the same person.

    3 votes

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  13. VAT reporting in the EU includes ICP reporting for sales to other EU countries (aka pre-Brexit EC Sales reporting). Part of the reporting requirement is to supply the customers VAT number on the ICP return. The customers VAT number is supplied at the time of invoicing and is included on the invoice and in the customer contact details so is an existing field in Xero. To meet the ICP reporting requirements, every invoice is opened manually to find the customers VAT number which is entered against each customer on an export of the Sales Tax Audit Report spreadsheet off Xero,…

    15 votes

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  14. Be able to take more than one photo on the phone app and combine to one receipt, to be used for multiple page receipts or long receipts that do not fit into the one photo

    72 votes

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  15. It would be an idea to be able to add to a purchase order by simply ticking the item from the stock list while you are checking stock levels. This would save time typing in every item after you have checked it.

    5 votes

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  16. Provide a report on who the automated invoice reminders have been sent out to, to know when the final reminder has gone out and payments not made can then be chased manually.

    10 votes

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  17. PO's and Quotes that have been Deleted are marked as Deleted but continue to be displayed in the Sales and Purchases Overviews. There is no need to continue to display deleted items in the Overviews. They should be removed.

    10 votes

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  18. This is so customers can wrap the text in the report columns which would help shrink the column size.

    17 votes

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  19. The ability to use Apple Pages to create invoice and quote templates.

    We, in common with countless other businesses worldwide use Apple computers, iPads and iPhones, as such we are disadvantaged as we are unable to create templates using any Apple software programs. Please address this for us as soon as possible so that we can make full use of Xero capabilities. This feature would no doubt make Xero more attractive to new Apple based users also.

    2 votes

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  20. It would be a huge benefit to be able to recall an email (with invoice attached) sent in error to the wrong client.

    An invoice has now gone to the wrong client and my manager will now have to have an embarrassing conversation with the competitor, due to my mistake.

    56 votes

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