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  1. In our business we make use of the bill feature to create a legal tax invoice on behalf of our suppliers and currently the Bills don't give me a legal tax invoice?

    Can we get a Bill template created that give us a legal tax invoice made out on behalf of the Supplier for the Supplier? Its called selfbilling and is a feature that is critical to our business as the Supplier dont always know what to invoice and we do this on their behalf and this has been legally agreed with the tax authorities.

    However currently the Bill template…

    4 votes

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  2. 1) When creating a draft invoice, and draft invoice is emailed out, it would be good to see from the 'home' page in the 'draft' folder, which invoices have been emailed. This could simply be an icon of an envelope, for example, that shows on the right hand side when the invoice has been emailed (yes even in draft form).
    2) When viewing an invoice, a 'previous/back' and 'next' button to move to the next sequential invoice number (either forward or back) would be great, rather than having to back to 'draft' or 'awaiting payment' folder and then selecting next…

    6 votes

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    Hi Katrina, coming back across your idea here I notice there are 2 distinct ideas wrapped into the one. 

    We try to keep one idea per thread to make it clear for others to know what they're voting for and be able to share this information back with our product teams. 

    When you say next and back buttons - would this be when only viewing an invoice (not taking any action)? Reason being, is that there are Save and Approve options from the drop down that'd allow you to move onto the next invoice in the list or add a new one - More detail on this here

    I'll slightly adjust the title here to reflect your first idea, but are welcome to start another if the current approve and next options are sufficient and we can get a feel for the interest around that separately. 

  3. This folders would be to keep each years invoices separate for the customers that still owe from the year before

    1 vote

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  4. Currently when editing a batch payment we can only tab across to the next cell, it would be good if we can use the arrow keys to move around and edit instead of using your mouse to get to the cell below, or the previous cell etc.

    5 votes

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    We appreciate how this could be more intuitive. To confirm how this currently works - Within the body of a batch payment you can use Tab to navigate forward through cells, pressing Enter will enable you to edit the cell and then pressing Enter again will confirm the cells contents(highlighted).

    When the cell is highlighted you'll be able to use the keyboard arrow keys to navigate up, down and across within the body of your batch payment.

  5. Now that directors fees are considered allowances, they don't show up in the employee remuneration report because that is for OTE only.
    I would greatly appreciate being able to include directors on the remuneration report because the board asks for total remuneration on a monthly basis.

    6 votes

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     ·  1 comment  ·  Payroll  ·  Admin →
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  6. Purpose: to be able to move payroll from one Xero company to another quickly and without errors.

    When exporting employee details from payroll in order to bulk upload them onto another company's payroll, it is not possible to do a bulk export. You have to instead individually download each employee. This is fine if there are only 10-20 employees, but any bigger and you are opening yourself up to missing employees and making mistakes. Any other exports currently available do not give all the information needed to then import directly into a new payroll.

    Perhaps the main frustration, however, is…

    9 votes

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     ·  3 comments  ·  Payroll  ·  Admin →
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  7. Xero split - id like to see this removed. It's completely non user friendly and painful. We should be able to process a payment I
    Of choice regardless of receipt or payment. Please Xero work on this area. Other accounting package makes it so East
    Y. Xero is difficult and I cant see why it needs to be

    1 vote

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  8. Prompt if Changes have not been SAVED

    What I would like is, after entering data in the Notes (or Items on Invoice, Purchase Orders etc..) If there are changes to the Invoice/Notes (or any update screen) on the screen BUT if the user does not click SAVE then the changes are lost.

    If the invoice/purchase order/notes etc... have had changes and SAVE is not clicked, it would be helpful to have some sort of reminder available that auto prompts you

    'Changes have been made do you want to save these?'

    or something similar so any work entered, but not SAVED…

    3 votes

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  9. Hi There,

    The ability to change invoice number sequencing in bulk for invoices that have already been approved

    3 votes

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  10. Currently, Employee summary gives a a lone total only for the period entered. A report showing one line of detail for every payrun paid, would be very beneficial when processing government claims, or providing information to employees for Centrelink instead of the the cumbersome Activity report, or multiple payslips.

    7 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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  11. Allow other users other than the person that sets up a feed ability to refresh the feed.

    Purpose: Save time and increase efficiency of being able to perform bank reconciliation

    29 votes

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  12. Report Design - Option to add the Field of who created the quotation

    This will allow better use in data review/manipulation

    3 votes

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  13. I can email my receipts to Xero, when will Xero be integrating the same sort, file, and account application features that Hubdoc has so that I don't have to use Hubdoc at all?

    5 votes

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    Hi Amanda and Sandy, I want to let you know that you can upload your document or invoice directly into Xero Files without using Hubdoc, and you can assign it from there - See more on our article


    If you’re looking into publishing the document from Hubdoc to Xero files, you can do it too. And you can read more here


    In saying that, let us know if you’re actually after something else.  

  14. I wonder if this is possible: After sending a sales invoice to a client there is nothing on Xero stopping me from editing it. I would like to see Xero put something in place whereby once a sales invoice is marked as sent, it should not be possible at all to edit it. If the user needs to edit it, they would need to issue a credit note and new invoice. Also, if the customer requires another copy of the sent invoice it should automatically be marked “Copy”. Is that possible?

    1 vote

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    Hi Howard, not on an individual invoice basis, however it might be worth exploring if Lock Dates could be a good way to help prevent  changes to  

    invoices that have been entered to a specific date? 

    Lock dates are limited to certain roles in an org, which would help prevent users with roles outside of these from being able to make changes to transactions within the lock date range. 

  15. it would be ideal if you could have the ability to remove / delete costs in the main information tab in a quote. Ie: If you apply a template with a bunch of costs but realise you need to change it - it would be idea to be able to select multiple costs and just remove them from the quote rather than having to go into each individual cost and deletling.

    6 votes

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  16. In the old version of Bank Reconciliation Summary report, the headers "Balance in Xero" and "Statement Balance" sitting with its balance amount in the same row.

    After updated to the new version, the report, https://reporting.xero.com/!bX2sj/v1/Run/1066 for example, the balance falls different row of its title. It doesn't make sense and this would make it complex because you are not able to use scripts or Vlookup to manage those report (if they are not align in the same row).

    Could you please consider
    1. moving the balance amount to the same row of its header, or
    2. Adding a description for…

    1 vote

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  17. Sometimes an entity will de-register for GST because they are no longer required to file, then circumstances change and they re-register. Currently in Xero when you re-register Xero creates all the prior period GST returns for when the client was deregistered. You then have to manually delete all the prior draft returns.

    Would be great if you could have an option to choose the new start date for GST.

    thanks!

    7 votes

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  18. I would like Xero to create as sales invoice worded in English and then be able to click a button and Xero then translates all details (including hard coded items) into the language selected and visa versa.

    9 votes

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  19. Not sure this is really part of Xero HQ - but it would be really useful to be able to drill down into the unfiled VAT section on the VAT reconciliation report.

    8 votes

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  20. When an invoice in emailed in Workflowmax it is marked with a tick as “Sent”, however this does not carry through to Xero. Is it possible to add this feature so that invoice payment reminders in Xero automatically work without the need to manually change the invoice status to “Sent”?

    7 votes

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