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Project report - Include account name and account code
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.
70 votes -
UK Payroll - Export payment file in CSV format
UK Payroll: Payment file csv format
Lloyds bank doesn't accept .txt format. It would be great if we could download a csv payment file to upload the employee pays to the bank.62 votesHi team, we have an exciting opportunity for a few customers to meet some of our Xero team who are working hard to improve payroll for you.
You'd get a chance to tell us your honest experience with using Xero for payroll, as well as get a tour of the Xero London office!
If you're interested and are available on Monday Sept 30, 1:45 - 3:15pm, and could come meet the team at our Xero London office - Share your details with us through the form here.
We have a limited amount of spaces, but if you don't manage to get invited this round our team may reach out when our n ext opportunity arises.
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Quotes - Add payment link
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.
32 votes -
Xero UI - Unify date selectors
At a quick count there at least three different date selectors used in Xero. This makes it clunky for users and some date selectors are functionally outdated. Examples, the date selector used in Invoices (best) vs the one used in Reports (worst) vs the one used in Leave.
Use the same date selector(s) across the entire product. One that allows for:
- Keyboard entry of date(s), multiple formats eg 23/08/23 as well as 23 Aug 2023 (Invoices does this)
- Shortcuts like 'This financial year' etc - where applicable
- Quick year jumps (unlike the date selector in Reports - nobody likes pressing the back button 84 times to go back 7 years)
- Entry of start and end dates in the same window - where applicableAt a quick count there at least three different date selectors used in Xero. This makes it clunky for users and some date selectors are functionally outdated. Examples, the date selector used in Invoices (best) vs the one used in Reports (worst) vs the one used in Leave.
Use the same date selector(s) across the entire product. One that allows for:
- Keyboard entry of date(s), multiple formats eg 23/08/23 as well as 23 Aug 2023 (Invoices does this)
- Shortcuts like 'This financial year' etc - where applicable
- Quick year jumps (unlike the date selector in Reports…3 votes -
Inventory - History and Notes to show the PO's that make up the Quantity on order
When you look at an inventory item, it shows that you have that item on order, but it doesn't show you in the history and notes, what PO that the item is ordered on. All it shows in the history is the Bill's and the invoices.
IT needs to show in the history the PO that the goods on order are ordered on.
3 votes -
AU Payroll - Full data import for Employees
Enable full data import from external data source (say CSV) for all emplolyee data not just basic data. That would allow organisations with more staff to easily migrate to XERO without having to manually re-enter significant volumes of data.
26 votes -
Cash Coding - Auto suggestion or bank rules for cash coding
Suggest Bank rules. When Xero suggests a Contact & Account during the reconciliation we should also have an option to make that a rule so they can use it in cash coding as well. If that is not possible then have the suggested transactions auto fil on cash coding or have a check box like in the reconcile screen to show suggestions
1 vote -
Bills - Move the New Bill button to the top left, to match the Invoices screen
On the Bills page, the New Bill button has been moved top right. More distance to travel = more time wasted. Need to look harder to find it too because it isn't where it was and the New invoice button still is. No - the new colour doesn't help that much as I am colour blind. Could you please move the New bill button back to top left of the screen like the New invoice button ?
When I enter a bill where there is an outstanding credit, I go and Allocate credit. Great but after doing that the screen returns to the Bill - but there is no Add another bill link so I have to come out to the Bills page and go back in. Could you please put an Add another bill button in the left of the header as there is if I had just come to this screen from the Approve button when there is no outstanding credit ?
When I edit a bill I finish by clicking Save. As in the paragraph above after doing that the screen returns to the Bill - but there is no Add another bill link so I have to come out to the Bills page and go back in. Could you please put an Add another bill button in the left of the header as there is if I had just come to this screen from the Approve button on a new bill ?
Many thanks, Mike.
On the Bills page, the New Bill button has been moved top right. More distance to travel = more time wasted. Need to look harder to find it too because it isn't where it was and the New invoice button still is. No - the new colour doesn't help that much as I am colour blind. Could you please move the New bill button back to top left of the screen like the New invoice button ?
When I enter a bill where there is an outstanding credit, I go and Allocate credit. Great but after doing that the screen…
2 votes -
Sales Invoice - Bulk Approve and Email
Please add the ability to bulk approve and email invoices simultaneously.
8 votesHi Brett, separate actions in them self but it is possible to Approve multiple invoices at once from the Draft tab. When actioned you'll see a message from which you can 'View invoices' and multi select to Email.
Being open this isn't something we have plans for right now - Is there a common scenario, or specific reason you'd like these actions as one? It'd be good detail to share back with the team.
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Contacts - Ability to import credit limits
Ability to import credit limits along with contact information in the normal import template, particularly when converting your accounting system to Xero.
32 votes -
Report templates - Support General Purpose Financial Report (GPFR) templates
Financial Statements-General Purpose Financial Statements template published will be much appreciated so the accountants have more options
30 votes -
Invoice template - Ability to add Invoice Balance Forward
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.27 votes -
Xero Me app: Allow allowances to be entered on timesheet
Xero Me app no longer allows entry of allowances. Previously employees have had ability to enter their hours and any allowances attached on their templates but apparently since the change to STP2 they have stopped this ability which is crazy. Seems to be no point in using Xerome.
Seeing we have just spent hours ensuring our clients have mapped the allowances correctly to STP2 categories not sure why this has been removed. Pls vote to have returned.10 votes -
Short Term Cash Flow - Filters for invoice status
Being able to filter on the Short-Term Cash flow would be very helpful. For example, if I create an invoice but haven't sent it yet, it's included in the projected income, but if I can tell the report to only show invoices that have been "Sent" it would only include invoices that have actually been sent to the client.
2 votes -
Include dates on cheques under date to comply with CPA requirements.
Xero needs to include the field indicators on their printed cheques like all the other Canadian compliant software companies.
Right now Xero directs Canadians to have their printer include the field indicators on the preprinted stock, but this makes alignment very difficult and most printers won’t. Even the companies that they suggest to provide the stock do not include it.
2 votes -
Hubdoc - share and upload documents from device drives
Why can't you open a document , press share and the doucment filed into Hubdoc in the same way you can with Xero Files where want to push into Hubdoc initially?
Also you can seem to add PDF file types (that are not photos taken previously and stored in your phone gallery) with or without downloading the PDF document onto your device first - why is that?
Is Hubdoc a proper document storage facility?
2 votes -
Xero dashboard - Ledger Only Client dashboard
For Ledger only clients, who dont need or use the dashboard, there should be an option on the dashboard edit to identify the client as a "Ledger Only Client".
2 votes -
Payment Service - Add Wise as a card payment provider
It would be ideal to have the option to add Wise as a card payment provider for invoices (instead of Stripe). Wise are now offering cheaper rates than Stripe and this would be a good option for some of our clients who pay our invoices by credit or debit card.
3 votesHey community, thanks for your continued interest in this idea.
From the 4th September, we removed the option to add Pay with Wise to your Xero subscription for new sign ups, and we made the decision to completely remove the feature from 26th February 2024.
Our team is hard at work on an alternative bill payment solution that uses Open banking.
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Xero Accounting app | Files - create new folder
Please help us to create folders with an iPhones to upload our bills, statements, etc for our monthly uploads. Thank you.
4 votes -
Receivable Invoice Summary - Date range 'Any' option
Previously, in old "Customer Invoice Report" there was a feature under "Dates" where we could select "ANY" which allowed Invoices created outside of your selected date range to be included in your report.
This seems to be no longer available in the new "Receivable Invoice Report" and any invoices created outside of your selected date range (but paid within that date range) won't show up on the report.
You can expand your date range but this has potential to re-list paid invoices from previous reports.
Can "ANY' be added as an option to Dates as it was in previous version?5 votes
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