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  1. I mistakenly issued some invoices and had to void them. That made our invoice number sequence non-consecutive. This is a problem for my accountant here in Romania because we need to file the voided invoices as justification on using non-consecutive invoice numbers.
    I want to be able to print them as PDFs and the documents to be marked as voided.

    8 votes

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  2. Xero has the facility to look up UK addresses by postcode when entering new contacts etc.

    Unfortunately it usually makes a such a mess of the address, I end up editing it all again anyway!

    • UK Postcode lookups can return a Company Name (e.g. if there are multiple companies registered at the same address.) Xero adds this company name again to the address. In our case, that is a duplicate of the Contact name, so we take that out to avoid it appearing twice.

    • UK Postal counties are obsolete and should no longer be used in postal addresses. Royal Mail…

    5 votes

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  3. Have the option to create nominal codes and assign them to CIS returns to allow for more granular review of costs. E.g. Bricklayer expense, Plumber expense etc.

    40 votes

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  4. Modify the Budget Manager so that it accepts 2 decimal places and does not round to the nearest full dollar.

    Rounding all figures means that the Net Profit amount is incorrect which means the budgets are incorrect.

    26 votes

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    Thanks for your interest and input on this idea, everyone. Being upfront this isn't something we have planned at this time but we'll continue to monitor the votes and feedback coming through and will be sure to let you know if there's any change to this, here. 

  5. When creating a bill from a purchase order, it does not bring over the purchase order date. The date automatically changes to the date you are processing.
    Is there anyway you could keep the date.

    2 votes

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  6. The email feed on clients account activity needs reinstating. If people send a quote mid communication via email rather than on xero or someone emails in a query about an invoice this is now getting lost rather than recorded on their account!

    PLEASE REINSTATE this was essential for credit control and communication between team members regarding clients!

    2 votes

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  7. Broken down to location/ postal code with the total cost for a contact/supplier in any period is needed.
    I am aware 'the expenses by contact' gives you the total spend in a year but this doesn't filter down to location/ addresses or post code. At year end a key part of our process is reporting local suppliers for our social impact and purpose, we have to complete a time consuming exercise entering addresses/location manually line by line for key suppliers in excel. This information is reported to our Board of Directors, to our Group Board and as part of our…

    2 votes

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  8. The change if made in prior quarter should be made either available in amended Activity statement report or should carry forward till that particular financial year. Unfiled amount shouldn't be carried forward for infinite period of time.

    1 vote

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  9. Add an option to import a single column with positive and negative values, or 2 columns with debits and credits would be a massive help. I've attached how Zoho handles this.

    1 vote

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  10. A note of outstanding, unreconciled statement lines before completing a VAT return.

    Currently you click review and can see the VAT return; however, it would be useful to have a box that would flag if there any unreconciled transactions within the VAT period.

    This would help to ensure no transactions are missed when completing a VAT return.

    8 votes

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  11. I would really like to be able to allocate my expenses to a project within the app.
    If I add a receipt via the app, (which for me is the most efficient way to add expenses) I then have to go online, find the transaction, edit it and resave it, in order to sign it to a project. This is frustratingly inefficient and doubles the time it takes to input a purchase!
    Could you please add this ability to the app?

    7 votes

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  12. Provide fields for the user (or Xero) to input annual maximums for payroll deductions, including Canada Pension Plan (CPP) and Employment Insurance (EI), such that when an individual employee reaches or exceeds the maximum, Xero would provide a notification that the maximum has been exceeded. Canada Revenue Agency sets these thresholds annually.

    1 vote

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     ·  0 comments  ·  Payroll  ·  Admin →
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  13. Looking for a report under a project where I can have a breakdown of all invoices with dates and gross total paid for a specific supplier - I've been told this is not available and yet all the information is in the system but no report available

    1 vote

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  14. The option to show bills/expense in a Report on a Cash Basis. So show paid bills only not all bills,
    as per the Detailed Transaction Report if Xero. We need this option to show current expenses per project. The Detailed Transaction Report only shows this if you assign a Project through Tracking.

    1 vote

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  15. On the Receivables and Payables Detail report, include a flag that shows when a planned payment date has been manually identified (as opposed to the credit terms due date). Will simplify cashflow forecasting

    2 votes

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  16. When I run a supplier bill activity report it would be HELPFUL if the description column actually contained the description of the invoices, or at least the start of it. For example, say a supplier is for office rent then I put in the description what period or month the rent is for. Then, if I run a supplier activity report I would expect the ******** description column to show me the helpful description I entered. Instead I get INV Ref: xxxxxx which repeats the xxxxxx from the reference column next to it. Noe useful at all, and the info…

    13 votes

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  17. Yes that's right. Let's say you pay a subby £150 in advance and allocate that as an overpayment on their account from the bank feed. You then get an invoice from them a couple of weeks later for £500 and deduct CIS of £100 leaving £400 outstanding. You allocate the overpayment from the account of £150 and pay your subby the balance of £250. The system will only declare CIS on the £250 element of what you have paid. You have to know an overpayment has been allocated, reverse it and allocate the payment directly to the invoice for it…

    11 votes

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  18. Hi, I'm wondering if there is a method to generate a customer statement balance report with multiple currencies (including a contact filter) and export it in Excel spreadsheet.

    I've attempted a few approaches previously:
    Using the path: 1) Business->Invoice -> Send statements. However, this only displays the source currency and doesn't offer an Excel export option.

    2) Accounting -> Report -> Account transactions
    While this displays transactions in multiple currencies, it doesn't provide the option to show the balance brought forward from the previous month.

    3) Accounting -> Report -> Customer Invoice Activity Unfortunately, this report only shows the functional…

    1 vote

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  19. Archive bank transactions so you can only see for example, from the start of that financial year or the start of the year you are in. Currently we can see all transactions from when we started to use XERO in 2021.

    5 votes

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  20. The Dashboard panel "Invoices owed to you" shows the number and total of
    * Draft Invoices
    * Awaiting Payment
    * Overdue

    Having a fourth line showing Unsent invoices would quickly notify users of those approved invoices which haven't yet been sent, whether intentionally or in error.

    3 votes

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