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  1. When I am manually entering a contact bank account number, I find it disconcerting to be warned to enter the bank account number after I leave the BSB code field. But I HAVE to leave the BSB code field in order to move to the Bank account number field! Leaving the BSB field is not a mistake!
    I think the warning would be better triggered if you attempt to click on 'Save & close' without completing both fields.

    3 votes

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  2. When entering multiple contacts, it would be good to have the option to "save and create new contact" as well as the "Cancel" and "Save and Close" option after entering the information. Currently you have to press Save and Close, go back to Contacts, then select New Contact.

    4 votes

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  3. Journal Accrual or Cash Basis default setting and journal import column.

    Default journal setting in is Xero is to post on a cash basis - apply a settings to select which basis is the default method (Cash or Accrual)

    Import journals on accrual basis - add an extra column to the import template to state if the journal is accrual or cash basis or a default setting if blank.

    4 votes

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  4. We are a professional services company and use the quote feature to outline our objectives, scope of work and deliverables for a potential new project. As such, we use the summary window to enter all this information.

    It would be very useful for us to be able to resize the summary window to view a larger portion of the text. Some of our descriptions can run to several paragraphs and as such, the ability to review more text would be incredibly useful.

    I hope this can be implemented with some simple coding.

    Thank you.

    3 votes

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  5. Currently, it’s not possible to assign a invoice only-Purchases (orders and bills) user permission and not be able to see bills paid or to have the Invoice Only create drafts user role and see purchase orders approved by other users. Can you include this option in Xero?

    36 votes

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  6. Ability to see timesheet function for employees who are on salaries.

    Purpose: To make the employees can keep track of their hours without affecting the pay runs.

    50 votes

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     ·  16 comments  ·  Payroll  ·  Admin →
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  7. Ability to create receipt, del note and remittance using DocX.

    Purpose: Users can easily customise their receipt, del note, and remittance using DocX.

    46 votes

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  8. Addition option of show customer statement "actual" outstanding instead "as at" date.
    Eg, Our customer ABC need us to furnish a Outstanding statement that as at 30 June 2023, and there is 4 invoice unpaid. Happen that 15 July 2023the customer pay the 3 invoices only. Customer request us to send the statement show the 1 unpaid invoice dated 30 June 2023 but it still shows 4 outstanding, how can we show the the one unpaid invoice in the statement.

    Ideal additional option of show date 30.6.23 and show the one 1 unpaid invoice only. Kindly advice.

    2 votes

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  9. There should be an option when refunding money to customers, that we can export the file for internet banking processing?

    1 vote

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  10. When a folder is created in Files app, it appears on the left menu and the documents uploaded in the folder appears on the right side of the screen. When there is a long list of folders created, like I am doing with the client, the list goes below the screen and scrolling down option is only the main scroll of Xero that moves the list of folders and the document display screen together. So, checking a document from the folder at the end of the list requires to scroll down at the end, find the folder and select it…

    1 vote

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  11. 'Pay Now' shouldn't be displayed on invoices where the customer already has a DD in place as it is confusing, could lead to duplicate payments and cause them to contact us to query whether there is a problem with their DD when they don't need to. Xero say this is because xero can't differentiate customers who already have a DD in place, but they can - there is a flag and this is visible in settings and therefore must be available to developers.

    2 votes

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  12. Ability to filter draft invoices by Contact Groups.
    We have a large number of customers who are moving toward shared accounting services (ie: centralised payment of our invoices). It would be great to be able to filter draft invoices by the Contact Group, or at the very least be able to see the contact group with the customer name on the draft invoice screen

    10 votes

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  13. In Repeating Transactions, you have a column width for Reference which is fairly decent, but then the data in that is truncated to the extreme. It takes up less than half the column width??????
    Has it not occurred to your programmers to use the full width of the column and only suffix with ... if it still proves too small to display all the data

    18 votes

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  14. It could be helpful to have the functionality to be able to copy and existing company in Xero in order to create a new one with the same details. This would make setup of the new one much faster particularly when companies have multiple entities that do the same thing just in different states / Emirates / countries even. You can pretty much copy anything else within Xero so it would be beneficial to be able to just clone the company itself.

    26 votes

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  15. Where can I attach contact related documents vs financial related documents, as it appears there is only one document file upload location now. When there were options to keep these separate previously. It is all very well making updates and changes to the system in order for things to be quicker and more efficient but when this means, loosing previously used facilities, this is very frustrating. Keeping these different related documents apart has been very important previously and so now these all being stored together will mean things our end take longer and are less efficient for the end user.…

    2 votes

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  16. Why are we limited to backdating GST Returns in Blue Xero just 12 months.

    It's crazy to limit the backdating of GST Returns to 12 months for Advisors. In an ideal world our clients are well behaved and we only need to deal with recent GST Returns. But we often get situations where we need to backdate GST Returns beyond 12 months: ie A client comes to us who has been trading for 2 or more years and not filed any Tax or GST returns - how do we deal with that? Or if we are doing a migration from…

    34 votes

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  17. Option to data-sync Amazon, Ebay, Etsy etc accounts to allow VAT invoices to automatically assign to purchases. This would save so much time each quarter when preparing VAT.

    1 vote

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  18. Currently expense reports are not fit for purpose. You can't even order non-approved expenses by date or export them.

    You need to be able to order unapproved expenses by date and by project/customer.

    You need to be able to add description and project/customer information into the expense claims report.

    Xero is **** at expense management frankly and with a few minor changes could be so much better. I should get a refund on my subscription for the wasted time.

    9 votes

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    Sorry to hear your're not satisfied with Xero Expenses, Jeremy. Appreciate there are a few things that you've noted that you feel could enhance your experience when using expenses. 

    We do try to keep one idea per thread to make it simple for community to understand what they're adding their support and to help share this back with our product teams. I've adjusted the title of your idea here to reflect exporting expenses. We have an idea for changing the sort order here, and  you're welcome to start new ideas for any other points you've shared too. 

  19. We have assigned users to specific projects but in order for them to see the invoices and bills against this project the settings must be changed so that they can access all bills, invoices and contacts to amend.

    I would like a feature so that someone assigned to the project can have read only access to the invoices and bills ONLY associated with this project. Allowing them to still run reports and view profitability on their project but they cannot amend invoices and bills or cannot access others that are not their projects.

    14 votes

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  20. Option to automatically apply or allocate existing credits to future repeating invoices. When the client receives the invoice, it will be marked as a PAID invoice because the credit has been already applied in Xero. But only if they choose to apply the existing credits instead of a refund.

    Purpose: Saves time in manually creating an invoice to apply for the credits

    38 votes

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