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  1. Import data in at same Invoice number in multiple line but there is some negative amount need to included like deposit and charges etc

    2 votes

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  2. It would be good to be able to see the bank account details (BSB and Account number) on the new bill screen when entering invoices to be paid. By having the contacts bank details on the entry screen you can easily check that the bank details in Xero match what is on the invoice. This would save time of having to go and open the contact to check that the details match - not to mention save time of having to download the invoice so you can view it while checking against the contact. Being able to look at the…

    24 votes

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  3. A report which calculates the staff FTE based on number of hours each staff member works each week/38

    16 votes

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    2 comments  ·  Payroll  ·  Admin →
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  4. To include invoice link in column fields when exporting invoice details.

    Reason: During times of audit, we will need to extract the invoices and it has to be done 1 by 1.
    With this function made available, we are able to provide the links to the auditors in 1 click of a button.

    14 votes

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  5. A report is needed that shows invoices with the payment or credit against the invoice. zThis is needed so an analysis report of the customer is available. Please note the attached file.

    1 vote

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  6. When using debit cards, we get transactions posted into the bank account before a card holder completes their expense claim. Or forgets to!
    From the bank account reconciliation screen, I would like to be able to send a transaction into expenses for the card holder to complete then expense claim process. The transaction should appear in their draft expenses.

    2 votes

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  7. While performing a task of Bulk Income Reconciliation , I have to add Invoice one by one likewise 70123 , 70124, 70125 and so on. This is very time consuming task.
    Could we have range over there so that we can directly select all and reconcile the same.

    6 votes

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    Hi there 👋, for the example you've provided here you could enter "701" into the search field which would search all unreconciled invoices that include this detail in the Invoice Number field. 

    While not a definitive range this'd enable you to focus on a group of invoices in a sequence - Would this suit for what you're after here?

  8. When we create a bilk of invoices we are stuck with Xero trying each time to allocate an existing Credit Note that will possibly never be allocated. How do we disable this annoying function?

    7 votes

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  9. The ability to import a spreadsheet with employees details to bulk update their information.

    12 votes

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     ·  2 comments  ·  Payroll  ·  Admin →
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  10. From Chart of Accounts, click on an amount in the YTD column. The account loads with the transactions in date order oldest to newest. Please reverse this (or create an option) for the transactions to load with the latest transactions first by default.

    22 votes

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  11. Ability to select different mailing lists for 1 customer. This will be useful when you have different projects for the same supplier.

    4 votes

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    Hi Amna, could you explain your idea a little more? Would this be to send bulk comms to multiple contacts from Xero, or something like being able to set different persons on a contacts record to receive different types of transactions or communications? 

  12. Xero does not show the correct balance due in expenses if a bill has been part paid

    2 votes

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  13. Businesses need the ability to provide customers with itemized receipts so customers can process their insurance claims/tax deductions etc.
    Xero currently does not allow this - and it is very frustrating.

    1 vote

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  14. Hi

    Client is wondering whether there is a way to split bills in the cash flow prediction to show half the bill being paid on this day and the remainder on another day. Currently you can tell it that we estimate to pay the bill in full on this day but can't see an option to split the bill.

    Look forward to hearing from you.

    Thanks

    2 votes

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  15. Currently when you hit approve on an expense it takes you back to the To Review list. This trip back to where I started adds unnecessary clicks and load times. It would be faster if there was an Approve and View Next option, the same way there is when working through draft bills.

    5 votes

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  16. I pay my staff on a monthly basis, but at the moment timesheet reporting can only be done weekly. Would it be possible to add a filter to be able to look at a custom date range.

    4 votes

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     ·  1 comment  ·  Payroll  ·  Admin →
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  17. I use Xero projects for freelancing and invoicing my clients and I track my time with the time tracker. For that, I need to open Xero or my app which takes time. Freshbooks had a time tracking extension which really worked great and I miss it so much. Is super easy and I can pause/ start the counter with just one click.

    4 votes

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  18. Track late claims on VAT returns submitted in Xero but not filed direct to HMRC through MTD.

    This is needed in order for VAT groups to be able to prepare returns in non-submitting companies which can then be consolidated.

    The only alternative if the VAT group stays on Xero is to run journal reports and manually find late claims, in all non-submitting entities in a VAT group, which is a very manual process.

    5 votes

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  19. I'd like to see a chat /conversational interface like ChatGPT where we can ask it questions like

    What was our profitability last month?
    Where is our biggest opportunity to cost cut?

    If I want to get profit to $*** with the same revenues what areas should I focus on cutting the most?

    The goal here is to have conversational chat with Xero to dig through the data that's there and find action items to improve the business finances.

    3 votes

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    Interesting idea - Thanks for sharing, Carl. 

    Not something we have in the plans atm but we'll begin to get a sense of the interest surrounding this here. 

    In the meantime, if you'd like to get a view of insights from your org, you might like to look into Xero Analytics and Analytics Plus with Business Snapshot and Short term cashflows, two dashboards that give insight into your business information. 

  20. A feature for businesses to submit their own tax returns would be great. I already prepare and submit my own GST returns via Xero and it's really easy - just the push of a button. A similar feature to enable me to prepare and submit my own tax return, without needing to go through an accountant, would be really good as the technology is now here for us to not need expert advice so much in this area now and this will only increase with the rise of AI.

    3 votes

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