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  1. Add a Pay-To Name that is different than the name of the Vendor. Explanation: I have a handful of Vendors who have hired out billing companies like Wells Fargo to handle their Accounts Receivable. In Xero I only get to name the Contact by the Pay-To Name which is very messy and meaningless when adding invoices and matching invoices to Vendors.For my business this is an urgent matter that needs to be addressed. *As a retailer, I only do accounts payable.

    1 vote

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  2. I would like to be able to see net owing on my Dashboard. Not having the ability to see a separate net figures means that without calculating vat, I can never see the true position of the business finances.

    1 vote

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  3. I am on a customer page and it shows that they currently owe for two open invoices. I would like to be able to click on the button Open Invoices and have the option to receive payment for those open invoices without having to leave the customer page. Currently I have to go to 1. Business 2. invoices 3. Awaiting Payment 4. Scroll through ALL open invoices (no filter even?), 5. Select the invoices I want to receive payment on 6. Select Deposit. Why not just go straight to the customer's open invoices and receive payment?

    4 votes

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  4. Sometimes clients pays an invoice but then if a refund is issued from that invoice to the same client, in Xero there is no option to add a refund on an invoice, you can only add a payment.
    You can only add a refund on a CN but no always there is a CN available.
    When a company has multiple clients and there is a large movement of funds, refunds and payments it is very difficult to keep track of these and a suspense account has to be used and therefore be reconciled at the end of the year. Is…

    13 votes

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    Hi Sara, along with Credit Notes, there is also facilities for Overpayment and Prepayments. Would these commonly fit the scenarios in which you're describing here where large amounts of funds are transferred and perhaps a business overpays their invoices to the business through which a refund is then issued? 

    Bein quite a tied in feature to the payments model I want to be open that we don't have any immediate plans for changing this or adding a new type of transactions that would directly add refunds to an invoice. 

  5. At the moment, you can only delete or mark as billed purchase order numbers. However, you cannot see the purchase orders after deleting them. It would be useful to have an archived section in purchase orders.

    We have found that we need to go back an see old purchase orders that did not get billed, whether it is to compare it to the purchase we actually made to see why we didn't go through with the original purchase order.

    41 votes

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  6. REMEMBER PRODUCT PRICE CHANGES

    Let's say you have a product you sell, and when last purchased, its cost was $5.00. Now you have purchased it 2 months later and it's cost is now $10.00, when you enter that bill, Xero should recognise that product is now costing $10.00 and change it in your inventory so it remembers it next time you enter that same part number... Instead of having to edit the price every time you enter an invoice with that same product - even just a pop up box when you close the invoice that says something along the…

    11 votes

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  7. When using the back arrow or clicking on the x - can we have a message to say...

    Leaving the Page? Changes you have made may not be saved. Leave / Cancel.

    This is to omit leaving a page without saving your work.

    2 votes

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  8. There is a difference between the functionality of new quote page and the old one.

    On the old quote page, when a new contact was entered and the quote was saved, you could then click directly on the contact field which was linked to the contact page. This allowed you to quickly add additional info (email address, phone number, etc). This made emailing the quote quick and easy.

    On the new form, after you save the quote the contact name remains in edit mode.... so you cannot click on it to get to the contact page. There is no link…

    45 votes

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  9. Please add ability to filter inventory reports by tracking codes, so you can see quality purchased and sold by tracking code.

    33 votes

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  10. The new W-9 Request feature is nice. However, it would be even better if there was a way to send the request using the Organization's email address rather than the Bookkeeper's or Accountant's email address. Contractor's might disregard the email request if they don't know who the Bookkeeper or Accountant is and don't recognize the sender's email address.

    1 vote

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    Hi Lara, while not a complete solution for what you're after as you still need to send from an external email provider - I wanted to share a recent update we've made so you can now link directly to your email client from the W-9 in both Contacts and 1099. We've also provided an email template which you can easily edit to adjust any details you'd prefer such as adding the organisation title. See more on this in our help.

  11. I would like to be link an email template to an Invoice Theme.
    I have two slightly different email templates that I want to be able to use for sending invoices depending on which invoice theme I am using.

    38 votes

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  12. The cash flow currently picks up bills to be paid on a specific date in the cash flow but if you set up a payment in advance and mark as paid in Xero, the bill disappears all together from the cash flow.

    The manual workaround is to "Add upcoming money in or out" but I would have expected Xero to pick them up as payments already set up on the bank account.

    5 votes

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  13. It would be really helpful if there was a way of adding a description/note to conversion balances. For example, if a creditor balance relates to a specific loan, it would be useful to be able to note this somewhere. Currently, reports only show 'conversion balance' as the description for the transaction and it isn't possible to add a description to the conversion journal. It makes it difficult to keep track of historic debtors and creditors and this information needs to be kept elsewhere, duplicating work.

    3 votes

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  14. Would like to see switch rules work in the notes to the financial accounts the same way they work on the balance sheet - allowing for reclassification of accounts with negative balances, for example negative current asset to current liability or negative non-current liability to move to non-current asset.

    These issues are particularly acute when an account goes from positive to negative and vice-versa between current year and prior year.

    On the basis the switch rule does not operate correctly in the notes to the financial accounts, means that in many cases the switch rule is rendered an unusable feature…

    34 votes

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    Hi everyone, thanks for your interest in how we could enhance notes in reports for you. Our product team is currently conducting research to identify areas for improvement in the Notes to Financial Statements in Report Templates.

    We'd greatly appreciate your input on where they can focus their efforts, and have created a brief survey to gather your feedback. Please share your thoughts. It takes about 5 mins to complete, and your contribution will be invaluable to the teams discovery. We also welcome you to share this with your colleagues who may like to contribute, too!

  15. In Sales by item report we need a column of Customer as well, since it's not available so we are not able to get the details which customer ordered which product.

    18 votes

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  16. We would like to indicate a specific percentage of retention money held by our client on our sales invoices to them. This retention is then payable to us after a specific amount of months.

    We also need a way to keep track of the total amount of retention held by a client

    30 votes

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    Hi community, in lieu of having a direct feature for this I wanted to highlight the option shared earlier on in this thread (Thanks Peter!) for those it may help.

    As mentioned, currently you could enter a separate line on the invoice, with a negative amount for the retention value, and code this to a 'customer retentions' account in the Balance Sheet. You could also add a comment in the Description field, indicating the cumulative retention value.

    The Account Transactions Report can then be used to manage the values being carried forward. 

    Being open, this isn't something we have planned for development at this time, however we'll continue to gather the interest here, and if there's any changes we'll let you know. 

  17. It would be great if we could have an option to use find & recode to change to several accounts at the same time (similar to cash coding), rather than having to use the function over again each time. For example, if a client codes many transactions to general expenses, it would be useful to have a single screen where you can change the coding, with a column for "Current Account" and a second column for "New Account".

    3 votes

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  18. I would love to group select untracked expenses in Projects then drag and drop them into their expense category

    If the untracked expense could sit in one column and the expense category in another that would be amazing so you can easily reference the category then drop accross from column to column

    2 votes

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  19. in the old invoicing, you can create a new Client Expense on the fly. You cannot with the new invoicing page

    5 votes

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  20. Currently, you are able to pull the Contact Transactions Summary and ledger for only one contact at a time.

    If you can add the ability to pull more than one contact's transactions at a time, it would be great. It should work the same as "Account Transactions" where you choose the accounts you want to pull, just for Contacts.

    4 votes

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    Hi Elizna, you can run the Receivable or Payable invoice detail reports for multiple contacts at a time. Is there something specific about the Contact Transactions Summary that's missing from these reports that you'd want included ? 

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