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  1. If you send an Invoice per mail to a client, a credit note that is linked to the invoice should be attached to the mail with the invoice too.
    Currently, you have to send two separate mails.
    If you send an invoice, you have several check boxes like "add invoice as pdf". There should be the option "add credit not as pdf".

    4 votes

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  2. This was happening for a while after a recent update, but it's gone back to the way it was :( ... having to manually unselect the items after the operation.

    3 votes

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  3. When in account transactions (or any report where you can select a date range) have a button to move that date range one month forwards or one month back.

    For example if you have the date range selected as 01.08.2022-31.08.2022 have a backwards button that would change this automatically to 01.07.2022- 31.07.2022 or a forwards button that would change this to 01.09.2022-30.09.2022 without having to go in and manually change the date to every month.

    This would be very helpful when doing detailed reconciliations on a monthly basis so you can move between the months much quicker. I know you…

    20 votes

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    Hi everyone, we appreciate interest in a setting within the Account transactions report that would allow you to move forward a period or back a period from what's currently set.

    In openness, this isn't something we have any plans for developing in the near term but we will continue to track the community interest of here.

    While not exactly what's being asked in this idea I did want to highlight the Common date selections that are available within the report atm with the ability to easily select 'This month' or 'Last month'.

    If there is any news of improvements for dates that'd accommodate what you're after here, we'll update you all.

  4. Ability to sort by Account Name or Code when customising reports, without having to show the detail of sort. e.g sort by account code without showing the code on published reports

    Purpose: More professional documentation and increased flexibility and customisation with reports

    52 votes

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    Hi team, appreciate not exactly what's being asked here but to confirm what's available at present. 

    In the Balance Sheet and Profit & Loss you can now show Account code through the More option. From here, use the layout editor to drag & drop accounts to the order you'd like. 

    Once set up deselect the option to show Account code and your ordering will remain while the codes are not shown within the report. 

    You can also Save as custom so you can then access this layout anytime you need. 

    To go deeper with the insights for our team here, it's be good to know the specific reports you're wanting to see this feature in. 

  5. When creating an invoice for a customer and applying the “items” that were assigned to the customer it would be very helpful for Xero to apply all of the relevant information that was entered for the item to the invoice. Such as sales price, revenue account etc. Currently the billable expense information that is applied is the “cost price” only, which is not relevant on a customer invoice, and you must set the revenue account for each line item. All of the information is already entered in the inventory for the item.

    15 votes

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  6. Please can the ability to calculate attachment of earnings deductions be built into the payroll module?

    46 votes

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    8 comments  ·  Payroll  ·  Admin →
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  7. Where recurring bills relate to monthly charges, invoiced on a daily rate, can a feature be set up so that the number of units automatically defaults to the number of days in the month of billing?

    3 votes

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  8. Bill Due Date

    At the moment the due date can't be set as prior to the bill's actual date. We self-bill a lot of customers on a monthly basis, but pay them on 27th or the last working day before then. We would like to set the bill date to the last day of the month, but can't.

    3 votes

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  9. In the Files area, there are some that you do not know of until you opened them, and upon seeing them, it's not needed for the business. You have to close the file, either select the checkbox then delete, or the option button on the right to delete. Can you add a Delete function upon opening the file so we don't have to click close just to delete unwanted files? Thank you!.

    2 votes

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  10. Could you provide an audit record of dates when and which courses have been completed in My Learning to keep CPD log up to date?

    7 votes

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  11. when i filter through Payable invoice Report, it only allows to select groups containing but not excluding certain contact groups. i have only suppliers under no group, Euros & DD and i wish to exclude these within DD group to be excluded to avoid double paying them.

    3 votes

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  12. Project invoicing to show time in minutes/hours for time entries
    This is a requirement of many of our customers. Eg time sent 30 mins shows as 0.5 on invoice. We need a column that shows time for the task time enry. At present we need to manually type 30 mins in the task description to meet customer invoicing requirements.

    3 votes

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  13. I would suggest to about the Contacts function. Currently, the system automatically merge the contact information with the same name first and last name when importing the contacts. It's very common that customers have same first name and last name. I think it's better for Xero to have diagnostic to ask if the contacts imported are the same before merging. The auto merging function is creating lots of issue when the customers name are the same.

    2 votes

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  14. Currently, it’s not possible to assign a invoice only-Purchases (orders and bills) user permission and not be able to see bills paid or to have the Invoice Only create drafts user role and see purchase orders approved by other users. Can you include this option in Xero?

    38 votes

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  15. To automatically reduce the RDO accrual when an employee has taken paid leave such as annual leave

    8 votes

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     ·  1 comment  ·  Payroll  ·  Admin →
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  16. It would be helpful if the quote number was automatically picked up and featured onto the converted invoice.

    9 votes

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  17. Currently there is no easy way to review the on/off status of invoice reminders for Customer unless they have an outstanding balance, and even then this is only on screen and not exportable, so either a way to filter the Customer list for those which have invoice reminders turned off, or just a report that can be run with a column for the reminders status (on/off and number of reminder sent) would be useful for better credit control review.

    28 votes

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    Hey team, thanks for sharing how we can improve Invoice reminders and make these more powerful for use in your business.

    Our product team has kicked off some research around Invoice reminders. It'd be great to get your input - We've got a quick form here where you can sign up to be part of the process.

    As we do our research, the team might reach out with surveys or even chat with some of you directly. We'd be super grateful for your involvement in shaping the future of Invoice Reminders at Xero!

  18. It could be helpful to have the functionality to be able to copy and existing company in Xero in order to create a new one with the same details. This would make setup of the new one much faster particularly when companies have multiple entities that do the same thing just in different states / Emirates / countries even. You can pretty much copy anything else within Xero so it would be beneficial to be able to just clone the company itself.

    28 votes

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  19. Ability to add email signature with company logos to all emails sent to clients.

    23 votes

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  20. I need to be able to track all my project expenses, including labor costs, for each project. All the labor data is already in Gusto, my payroll provider. Currently I have to create a report in Gusto then manually enter the data in Xero. I also have to manually maintain two lists of the same projects: one list in Xero, and one list in Gusto. I would like the Projects in Xero to synchronize (two way) with the Projects in Gusto. I would also like to be able to pull (or synch) the project labor cost from Gusto to Xero.

    4 votes

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     ·  2 comments  ·  Payroll  ·  Admin →
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