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  1. When printing an invoice I would like to go to the customer's account and bring forward the balance that is on their account.
    And have this balance on a line above the net amount for this invoice, which would then add the gross amount to the brought forward value and have aline below the gross amount of the invoice, showing the total amount that they owe to date including this invoice.

    25 votes

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  2. Projects - it would be really helpful if we could select Projects as favourites (with the star like in reports) so when we click on the Projects heading we see our favourites in the drop down list, like we do with reports we use frequently. See image for example.

    3 votes

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  3. It would be useful to be able to send an email to a customer xx days after an invoice is paid.

    This could be used for all sorts of things from offering discounts on new orders to reminding them to leave a review for your service. A bit more of a CRM style feature but would help with business workflow and keeping actions in one place.

    1 vote

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  4. Rather than the very small, blue writing to preview a current GST period, can this please be bigger and a button.
    A lot of clients do not know this feature is in the GST Return area as its too small to find easily and previewing the current return is useful for businesses to know what their current result is looking like, especially if they are using this feature for cashflow/GST saving.

    1 vote

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  5. Ability to record an annual shutdown leave.

    Purpose: Ability for Payroll admins to easily record annual shutdown leave when they need to make a calculation around separating employee’s anniversary dates and start dates.

    9 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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  6. Consolidate Depreciation posted to GL per asset category - currently my deprecation is reflecting per asset in the GL expense account. The Asset Register and Depreciation Schedule already serve the purpose of the per line item amount and basis for a reconciliation. Duplicating the detail adds a large amount of data into my GL ,especially when the asset base starts to grow. Please can it rather be consolidated in the GL per asset category per month ?

    6 votes

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  7. Please enable assigning manual journals to projects and for project reports to also include the account name / account code.

    The benefits from using tracking categories far outweigh that of Xero project if features like manual journal and account transactions report is not able to reflect or is not consistent with the use of Xero projects.

    Please also consider producing a warning if project name is being duplicated. Another thing that should be critically considered is to include projects under the Find & Recode feature.

    59 votes

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  8. Have the ability to set the relevant Award Rates and applicable grade so the pay rates gets automatically updated each year when the award rate changes, rather than having to manually make the changes.

    39 votes

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     ·  8 comments  ·  Payroll  ·  Admin →
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  9. When setting up Xero payroll, have the option of uploading tax information (IRD number, tax code etc.), as currently needs to be done individually.

    1 vote

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     ·  0 comments  ·  Payroll  ·  Admin →
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  10. Dashboard - Ability to change the columns from the standard two to three or four.

    This would give me more flexibility to see all the data in one place without having to scroll down to see all our accounts.

    26 votes

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  11. At the moment you only get a small amount of the bank reference line to see for transactions so I find myself constantly having to click on the details link to reconcile. Can we have the option to display the whole (or at least more) of the reference line?

    21 votes

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  12. Restrict the ability to create a new contact,
    or at least do a verification of a new contact by e.g. pop up window "are you sure you want to create a new contact?"

    And taking it one step further - running a validation check in the current contact list and make suggestions of other current contacts that is closely alligned.
    e.g. after entering " H and M stores" a pop up can ask, did you not mean "H&M Stores" that is currently a contact?

    39 votes

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  13. Can we have timesheets able to be approved by multiple users e.g. site manager then goes to Managing director for final approval.

    17 votes

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     ·  3 comments  ·  Payroll  ·  Admin →
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  14. Currently, apart from rolling back depreciation prior to the first asset being allocated to an Asset Type, it isn't possible to update the accounts code without a lot of hassle.

    For example, a general depreciation code may have been assigned to an Asset Type. If you would like to update this to a specific code, e.g. "Depreciation - Plant & Equipment", it is a difficult process with the potential for unintended changes to prior years.

    As a result, a common workaround is having to do a journal to reallocate the depreciation amount for each period. However, if you could simply…

    4 votes

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  15. Add an option to find all transactions by Item Code

    Example: I recently had a client who put the wrong sales accounts on some of their inventory items but had been making sales transactions for 14 months without noticing. The P&L did not accurately reflect the sales of the actual inventory categories because of this.

    There is currently no ability to find all the transactions by inventory item code to quickly recode the original transactions.

    The work around is painful for 1000's of sales - Run a report on transactions by item code, save to excel, add a column for…

    12 votes

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  16. I found the reconciliation options too complicated for my use case. I didn't understand or need the codes and found my best efforts left the balances showing the wrong amounts. Really all I would need is a distinction between "Money in" and "Money out", and custom tagging so I could track my own categories rather than try to make sense of a technical coding system.

    1 vote

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  17. Reports - Display Multicurrency Original Values

    Allow Reports to display the original values for a chosen currency.

    Currently when running a Multicurrency report, the value shown is derived from the chosen Currency being exchanged from the BASE currency of the package. So if a ZAR base package has a €2000 Invoice in it, with a €2000 payment to a Euro account…. The profit and loss report, when run in Euros, will show that (today) as roughly €2037 after the back and forth conversions.

    It would be very nice to have a reporting function that allowed the original values to be…

    5 votes

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    Hi Richard is there a specific report you'd find this useful in ? 

    You can run the Payable and Receivable invoice reports in other currencies an org has used but good to know if there's another report you'd be looking for this in. 

  18. Add a payment link to quotations so clients can pay on a quotation as well as an invoice.

    Purpose: This would allow clients to pay on the quotation sent.

    27 votes

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  19. We need to be able to run a report of historical Expense Claims, by Customer contact in order to see what Expenses were entered for a certain time period. The Expense Claims Detail report does not show anything when I run it. I need the Expense Claim Report to be able to be sorted by our Customers names, not sorted by our employees.

    7 votes

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  20. PAYROLL AS AN ADD-ON IN AUSTRALIA

    Please allow payroll as an add on in Australia. The very basic plan is enough for most small businesses and sole traders, but the jump in price just to add one apprentice is prohibitive. I feel small businesses and tradies are not catered for well. We often don't need all the bells and whistles, but just something basic. To pay my apprentice via Xero will cost me an extra $360/year which is ridiculous.

    7 votes

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