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Invoices - Add a notification when the repeating invoice ends
Get notified when a repeating invoice ends.
2 votes -
Repeat template - Option to update template from Draft invoice
The repeating invoices that go to draft should have an option of saving for the next repeating invoice for that client. If you dont edit the invoice before it goes to draft eg: to increase an annual charge, then it does not save for the next time that repeating invoice comes up. Either that or give an option for a repeating invoice that has been delited to repeat again.
7 votes -
Expenses - View draft expense claims before submission
ability to view and edit the whole teams draft expenses where all members can upload there expenses from devises and the one admin member can edit and submit for approval by the approver.
7 votes -
Batch Deposit - More than 50 transactions
We need to deposit > 50 transactions on a daily basis. We can't marry up our remittances to our deposits recorded in Xero when done in multiple parts. It's messy and not workable for large volume businesses.
72 votesHi everyone, we very much appreciate the feedback from you on wanting to be able to include more than 50 invoices in a batch deposit.
While this is something we'll continue to review we want to be open that this is not planned in the short term.
In the other side of the coin, we know there are also some in the conversation here that would like to see an increase in the number of bills included in a batch payment and I'd recommend adding your vote and staying tuned to this other idea.
If there is any change or updates around batch deposit volumes I'll be sure to share with you, here.
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Foreign Currency - Ability to turn off
One day I added a foreign currency because I needed the rate for a single transaction, but now all of the detail reports show three foreign exchange columns checked all the time, when I don't need them and don't want them. There is no way to turn off foreign exchange organization wide, nor to get rid of the columns. I am aware that I can make custom reports for account transactions, but the fact is that I use right click to open the account detail in a new tab from an existing report such as a balance sheet or income statement. This means that all day long I have to spend time clicking 6 columns off every single time I open a report (there are three more checked by default that are totally useless). That adds up to a fair bit of time, as I work in Xero most of the day, every day.
One day I added a foreign currency because I needed the rate for a single transaction, but now all of the detail reports show three foreign exchange columns checked all the time, when I don't need them and don't want them. There is no way to turn off foreign exchange organization wide, nor to get rid of the columns. I am aware that I can make custom reports for account transactions, but the fact is that I use right click to open the account detail in a new tab from an existing report such as a balance sheet or income…
17 votes -
Quotes - Access to contacts and adding details
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 to the contact info from within the form - anywhere on the page.
For a business that emails quotes to new contact regularly - this is a real snag.
Can the Product team simply match the functionality of the contact name process to what the old for did? Just and the contact hyperlink as it used to be.
There are some nice things about the new quote form, but this is problematic... and it seems like it could be quickly and easily remedied.
Please help us here... Thanks.
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…
51 votes -
Invoicing - Add the Xero organisation name to the subject of emails sent from 'Ask a Question'
It would be super useful to add the xero organisation name to the subject line of emails sent from recipients of online invoices so firms with multiple xero organisations can see straight away, which xero organisation the contact belongs too, when they submit an email query via their online invoice link.
2 votes -
Xero Me | Expense - VAT from image analysis
It would be great if the receipt analysis tool on expenses was able to identify weather a receipt is a VAT receipt or not based on the inclusion of a VAT number or a VAT amount itemised.
3 votes -
Reporting - Saved customised report layout across common formats
Been trailing the new reports format and when setting up a custom group account layout for a Profit and Loss report we can't use this layout across Common Formats of Profit and Loss. This feature was available in the old reports that once a custom layout was created it worked on all formats. Been advised that would need to create a separate custom report for every Common Format
33 votes -
AU Payroll | Employees - Consistency between export and import details
Please re-work the Employee Contact Details report to include ALL of the information available in the employee bulk upload template and in the same format. Also add email address to the bulk upload format as it is already in the Employee Contact Details report.
When a client undergoes a restructure, the employees must be copied into the new file. It is EXTREMELY time consuming to type it all.
You have the start of a great export/import ability, it just needs a little bit of attention and it would be perfect.
25 votes -
History and Notes - Filter by action
Filter history and notes by Action and display sales invoice number. Enable the report to export the to Google Sheets/Excel.
21 votesFor filter by action - would you be after similar to the idea here where you could filter by the date a change was made?
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Credit Notes - Show the invoices/bills the credit is allocated to
Automate the showing of which invoice or bill a credit note has been applied to.
I work across about 20 businesses who use XERO. All waste time when the customer or supplier allocates credit to a different source document to my client. A way to avoid this is to automate the display of which Invoice or Bill a CN has been applied to, in the email templates and attached PDF's.
XERO potentially currently works on the idea that a CN is applied to the Bill or Invoice the credit was derived from - but in practice this doesn't always work, as the bill or invoice may have already been paid.
Automate the showing of which invoice or bill a credit note has been applied to.
I work across about 20 businesses who use XERO. All waste time when the customer or supplier allocates credit to a different source document to my client. A way to avoid this is to automate the display of which Invoice or Bill a CN has been applied to, in the email templates and attached PDF's.
XERO potentially currently works on the idea that a CN is applied to the Bill or Invoice the credit was derived from - but in practice this doesn't always work,…
2 votes -
Dashboard - Show Purchase Orders
Show purchases orders on the dashboard, as per this thread! Would be really useful to see what is approved but not billed at a glance. https://central.xero.com/s/question/0D51N00004oQgTxSAK/is-it-possible-to-show-your-purchase-orders-on-the-dashboard?t=1652190558049&searchQuery
74 votes -
Billable Expenses - Retain source currency when invoicing expenses
When we rebill a transaction to a client that was already paid, if the amount is paid in Euros, for example €5,000, when I issue the next invoice to this customer, the expense automatically shows up to be included in this invoice. The issue is, when I choose this transaction, even though my invoice is also being billed in Euros, the amount is automatically converted to GBP (my company a/c's currency) and then is converted back to Euros so the amount to be rebilled shows us as a different figure either positively or negatively in my favour depending upon the exchange rate at that time. We do not wish these transactions to be converted from EUROS to GBP and then back to EUROS, simply put, the amount I paid in Euros is the amount I wish to bill the client. My question is, how do I stop this "behind the scenes" conversion which I believe is due to the fact that my company a/c's default currency is GBP? All my clients operate and function in Euros and all my invoices issued to them is always in Euros so this is an issue that happens routinely and is very time consuming to have to manually identify the original Euro amount and correct for each individual rebill item?
When we rebill a transaction to a client that was already paid, if the amount is paid in Euros, for example €5,000, when I issue the next invoice to this customer, the expense automatically shows up to be included in this invoice. The issue is, when I choose this transaction, even though my invoice is also being billed in Euros, the amount is automatically converted to GBP (my company a/c's currency) and then is converted back to Euros so the amount to be rebilled shows us as a different figure either positively or negatively in my favour depending upon the…
5 votes -
Sales Invoices / Bills - Show applied credit in 'Paid' column
Sales & Purchases Overview Screens
For invoices which have been (part) cleared by an overpayment or by a credit note Please show a value in the paid column - Never Nil7 votes -
Bills - Give approvers access to limited suppliers
Xero access - Limited permissions for approver
In the process of bills approvements we need the approvers to have limited access to suppliers (if they can access xero currently access allows them to see everything on the system). For example:
approver A has limtied access to supplier B
Approver C has limited access to supplier Dapprover A could not see information regarding supplier D and approver C could not see information on supplier B.
This would help us to avoid having an extra software that handles approvals when everything could be done through xero.
2 votes -
Dispose of an asset in the next financial year without running depreciation.
Dispose of an asset in the next financial year without running depreciation to previous FY.
2 votes -
Expenses: Option to change default from company to personal
We have a lot of personal expenses (reimburseable) and no company expenses within our business - when employees input their expenses it defaults to company money.
Occasionally these slip through the net and aren't changed prior to approval.
Can we switch off 'company money' in expenses - or can we set 'personal spend' to be the default option?
5 votes -
Bills - Add total bill and total GST column amount
bills summary screen - Add Total Bill Amount and Total GST to the Column Chooser and make the settings persist accross all Bills Tabs for the speciofied User and Organisation.
2 votes -
Xero Accounting app | Bank feed - Ability to refresh
Given that your bank feeds constantly don’t work, it would be great if they could be refreshed via the app, rather than having to login to a computer.
5 votesHi Tahnee, the process can slightly differ from bank to bank. Is there a specific bank connection you'd find this most useful for?
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