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  1. It would be great to have a way of linking expenses on a project to an individual task so your invoices and quotes are much more streamlined and broken down into the tasks (especially when working on larger projects with many tasks and expenses)

    Something along the line of:
    when entering an estimated expense/expense into the project as well as having all the current tabs, having a another tab to 'assign to task' . When generating a quote/invoice you will then only have the task name and it will have combined the hours and materials listed.

    10 votes

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  2. 2 votes

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     ·  0 comments  ·  Admin →
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  3. When someone edits a transaction, we should be able to see what changes were made in the notes section. It isn't helpful just to know that a transaction has been edited, we need to be able to track what changes have been made for auditing purposes.

    2 votes

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  4. To quickly get to your most recently reconciled transaction/s (to quickly correct errors that you see as you press OK while reconciling), click the search bar and have the most recently reconciled transactions linked there ready to go.
    Instead of having to go through the bank statement or account transactions and then locate the transaction that needs updating

    2 votes

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  5. VAT Return -
    a client view would be useful, which would exclude invoices that are reversed out via prepayment / accrual reversals, or invoices that are reclassified. These inputs and reversals confuse the client, and aren't necessary. However, inclusion in the accountants view is obviously useful.

    2 votes

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  6. Instead of having to scroll through the account transactions / bank statements to get to the bottom in order to change the page number you are on. Either having this bar at the top as well or also having this bar move wiht you so you can always change the page as needed.

    23 votes

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  7. Ability to completely remove from the My Xero homepage cancelled Xero organisations. Currently, you can list no fewer than 10 items per page, so if you have say 4 active organisations and 6 cancelled organisations, you are 'forced' to look at the list of cancelled organisations every time you log in, even if the entities have long been deregistered and there is no chance that you will resubscribe to them.

    4 votes

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  8. Users with the Invoice Only (Approve and Pay) role should be able to view historic invoices/credite notes/bills for a customer or supplier within their contact page.

    4 votes

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  9. Link the data already on file in the Pay Templates directly to the Employees Time sheet. Or at least remove the ability for Employees to view ALL pay items on their time sheet. This creates friction among Employees and angst re different levels that they may not be on. Despite the fact they can't see a dollar amount. Even if I need to create a new Time Sheet Template as long as ALL pay item are hidden on the time sheet from the Employee point of view. Seems an easy fix. get it done please.

    13 votes

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     ·  4 comments  ·  Payroll  ·  Admin →
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  10. Imported bank statements - propose for Xero to spot "duplicate" transactions as to remedy this situation I had to process a large number of lines one by one across a number of different accounts

    6 votes

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  11. Project Summary Report always had actual hours and estimated hours on and since it has been updated this option is no longer available and that is 2 of the most important columns for us. Also the wording of the headings have changed and no longer match the Project Details report which is ridiculous. This report needs to be converted back to how they used to be.

    6 votes

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  12. to be able to add expenses app without having to upgrade the subscription to standard- most traders dont use Xero and we keep as managed client- but they just want the expenses app to keep receipts out their vans - ability to have expenses without the rest of the cost of upgrading to standard - lets keep costs down for folk.

    10 votes

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  13. The new (as of July 2023) FedNow system is going to allow bill/account/request payments at a nominal fee in the United States. Are there any plans by Xero to add native support for this network?

    https://www.federalreserve.gov/newsevents/pressreleases/other20230315a.htmhttps://www.federalreserve.gov/newsevents/pressreleases/other20230315a.htm

    1 vote

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    1. There should be an option so that we can arrange bills/invoices according to suppliers /customers when processing bills/invoices just like in dext .And next option should be included in both archive and during processing bills/invoices.
    2. Split and merge option should be included when processing bills/invoices. 3 There should be a filter for credit note, overpayment and prepayment in archive invoices.
    1 vote

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  14. Projects - Ability to see when and who closed a project

    1 vote

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  15. 2 votes

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  16. Include the payment dates and payments made when sending invoices to clients.
    Currently once the invoice is downloaded or sent to client, it shows the total amount paid, but not broken down by date as per the screen shot i have attached. Currently it only shows «InvoiceTotalNetPayments»

    17 votes

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  17. A common problem importing bank files is the reversal of Debits and Credits. This is especially common with Credit Cards.

    The "fix" that Xero recommend is to modify the file with a spreadsheet editor. This is only possible with CSV files and is error prone.

    A setting to reverse credits and debits when importing bank files would be immensely useful when your credit card provider statement has it's debits and credits reversed.

    Or maybe allow a bank to be treated as a Liability?

    4 votes

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  18. It's so frustrating to go looking for a customer when you know they are on the system but you just can't find them. However, if you look in All Contacts, they are there.
    I know that Xero is meant to mark them as a Customer if a sale transaction is entered against that account or as a Supplier if a bill is allocated to them.
    However, we have had instances of customers with no bills against their record - only sales invoices but they still can't be found in customers.

    4 votes

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    HI Alec, you're right that contacts in Xero are classified by the type of transactions that are entered for them. 

    Something doesn't quite sound right there with the example you've mentioned? Is it possible the contact has had receive money transactions entered rather than sales invoices? If so this would cause them to not appear under Customer. 

    Another option if you'd like to manage customer and supplier groups yourself would be to add new contact groups that you can then attach individual contacts too in your org - More in our help here

    If you're having trouble working out why the contact is appearing in one list over another it'd be good to approach our specialists for help who can get access to your org and dig into the history of a contact you're having trouble locating. 

  19. Have tax rates added to Pay Items and or a way to add employee tax rate to unscheduled pay runs so you don't have to edit tax rate when processing.

    This will ensure correct tax rate is applied to all employees every time a pay is processed, whether is a normal pay run and or unscheduled pay (bonus etc)

    1 vote

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    0 comments  ·  Payroll  ·  Admin →
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