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  1. I am working with Société Générale (France) and we are not so lucky to have the automated bank transactions functionality. Our bank is combining both main bank movement and credit card movements in their OFX format.

    This currently gives me the following error message in Xero : The file selected contains more than one statement which is not currently supported. Download a file with transactions for one account and try again.

    My error message finds its cause in the fact that I have an export from the bank that contains both <bankmsgrsv1> and <creditcardmsgrsv1> transactions.
    Why does Xero not allow…

    1 vote

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  2. Time Off
    1. As a senior manager I want to export a report, in one operation, a table of employee name and hours left to book, I need this to chase employees who are not taking leave and know the financial risk we are carrying in the business from untaken leave e.g.

    Employee name | Hours not yet booked | Hours booked but not taken yet
    Fred 80 16
    Joe 16 8
    and so on.....

    1. Any chance we could have a quick panel of employee unapproved leave requests so I can quick go through this in the morning (at the…
    31 votes

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     ·  10 comments  ·  Payroll  ·  Admin →
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  3. Export in CSV format to upload Payroll Payments to RBS Bankline to save manually entering payment details.

    5 votes

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     ·  1 comment  ·  Payroll  ·  Admin →
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  4. Please adjust the Leave Authorisers in Xero Me to be the employees in the business with Payroll Admin &/or the Authority to Approve Leave.
    Currently all user with PAyroll Admin are available for selection - which includes ALL advisors.
    As an accountant - we are having to revoke our access to a client's payroll to ensure that the staff in the client's business cannot select the accountant's staff members to approve their leave.

    15 votes

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     ·  8 comments  ·  Payroll  ·  Admin →
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  5. Declined quotes to appear in the activity list of a contact - At the moment they do not and the only way to determine if a quote was raised previously is through a search through quotes.

    Since it is an activity linked to a contact, fruitful or not, this should be linked to activity list of the contact.

    7 votes

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  6. Entering multiple payments to an Invoice in Xero. Currently it exits the invoice when you enter a part payment in the payment section. I often want to enter several payments for cash received and card payment received on several days and have to keep going back into the invoice for each payment.

    43 votes

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  7. Ability to attach supporting file to tracked inventory adjustment entry

    5 votes

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    Thanks for the response, Joanne. While it's not something we have direct plans for atm, we'll get a better of the interest around this here, and I'll share if there's any changes planned.

  8. The ability to type a note in RED so that it stands out.

    And also the ability to add a note to an invoice in red, such as PLEASE USE INVOICE NUMBER AS REFERENCE:

    1 vote

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  9. A 'Deleted' folder in Files that captures deleted files.

    Once I have uploaded a receipt to the files folder, I always dispose of the original.

    If you accidentally attach it too, and then delete it from the transaction, it is gone forever. You have no ability to reload it from the files folder.

    The original uploaded file is gone, so you have to source another copy of the receipt from the supplier.

    Surely this deleted uploaded file has gone somewhere?

    Can we have it directed to a folder?

    17 votes

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  10. You have marked the idea at "Profit & Loss - Filter Tracking Report by second tracking category" (https://productideas.xero.com/forums/939198-for-small-businesses/suggestions/45050152-profit-loss-filter-tracking-report-by-second-t) as delivered and closed the comments, but unfortunately it's a terrible implementation, and you could really benefit by hearing comments from your customers on it.

    It allows the user to filter the data, and then to choose the columns it will appear in by selecting tracking category items for columns. However if I want to change the filter criteria I have to undo the column choices, then edit the filter criteria, and then recreate the columns.

    It still does not…

    2 votes

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  11. Default invoice due date / contact due date can be set when integrated with other products that fed the invoices in. Currently it is overriden with due date from integrated system

    Setting due date so we can clearly see what is overdue is an excellent feature and would help significantly with accounts

    1 vote

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  12. Hi, I will be looking after the credit control activity of the organisation I recently joined. After looking at the portal, I think it would be useful to be able to create alerts for specific schools, for specific dates, reminding me I need to contact them on those days and be able to switch reminders, on or off, with the opportunity to select the dates (ex if invoice not paid by ... the reminders will switch back on automatically on on the date I set up). Do you think this functions can be implemented presuming it would be useful to…

    5 votes

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    Thanks for the suggestion, Samantha. There are a lot of different types of alerts and notifications that our customers would like to see Xero develop. 

    When you mention credit control I wanted to highlight Credit limits that can be set for a contact and may be of some use to you here. 

    There is also the ability to set Invoice Reminders for when invoices are overdue and you may want to set up for contacts. 

    We don't have other alerts or warnings planned at this stage but will begin to get a sense of the interest for your idea here. 

  13. Please can a QTD column be added on the Accounts Watchlist rather than This Month? A quarterly client is requesting this as they view the Dashboard regularly and this would be extremely useful to them.

    5 votes

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  14. Ability to set reminders/notifications to raise next invoice in Xero Projects

    When raising the quote, which details the scheduled dates that the customer will be invoiced, it would be useful if you could set a reminder/notification on the project to tell you when to prepare and send the next invoice out.

    6 votes

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  15. For the account transactions report please can you add more column options to include the contact/supplier name and entered date. This is helpful in analysing the transaction data further.

    40 votes

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  16. We use multiple Statement templates, each of them containing different stages of Credit Control progress. When sending these the Contact Notes are only updated with 'Statement', and not the Statement template name that would give historical context to a Contact on how we have progressed debt.
    Can you update the Notes to include the Statement Template name, and include an option to make further notes against that activity?

    3 votes

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  17. When in account transactions (or any report where you can select a date range) have a button to move that date range one month forwards or one month back.

    For example if you have the date range selected as 01.08.2022-31.08.2022 have a backwards button that would change this automatically to 01.07.2022- 31.07.2022 or a forwards button that would change this to 01.09.2022-30.09.2022 without having to go in and manually change the date to every month.

    This would be very helpful when doing detailed reconciliations on a monthly basis so you can move between the months much quicker. I know you…

    19 votes

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  18. Currently eInvoicing attaches the user's email address to an eInvoice. So that we can centralise how we track our invoicing, we would like to change this to our generic email address xyz@entity rather than name@entity. It would be great if there was a drop down button added to eInvoicing to make this change.

    5 votes

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  19. On Drafts there would be say 10 lines which is actually all for the same asset.

    Say I am building a product store. Using 10 different suppliers. Store, Erection, Floor, Building inside etc. I want to map all those together and register as 1 asset when done. This way the auditors see the whole store as one asset. Not 10 lines that I must show them. For instance "Thats the floor in that storage building"

    12 votes

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  20. I noticed the new invoicing option seems to be not user-friendly as you can't edit the account name there is no option, and the classic is much better. I wonder why that is?

    3 votes

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    Hi team, returning to the idea here and rounding back on my last update. Currently it is not possible to edit the Account name or Code of an account from within new invoicing. You'll need to do this by going to the Chart of Accounts screen and updating this, there.

    This is not a feature within classic or new invoicing. However, we'll leave the idea open here so we can get continued interest and consider as a possible future enhancement within new invoicing.

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