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  1. I use other apps where, if staff submit a case request, I can view it automatically without the need of manual sharing (that xero does).

    Its important that admin staff can view all xero case support messages that is submitted by staff - especially if the staff isn't going to stay with our firm.

    Its very frustrating to continue on with a xero support case that only exist on a work email of a staff that no longer works for us.

    3 votes

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  2. It would be great if you could view the contact name and primary person when searching contacts, not just the contact name.

    18 votes

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  3. The Inventory Item Details report does not show inventory items where there was no movement during the month. Therefore the report does not tie out to the balance per the TB for inventory. Can this be fixed?

    7 votes

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    Hey Louis - thanks for sharing your suggestion!

    Understand that it's not quite what you're after, but it's worth a mention: The 'Inventory Item Summary' report will show all inventory items in your organisation, including those without any movement in the selected period. 

    I've attached a screenshot as an example, so you can check if it suits your reporting needs  - we'll leave this idea up in the meantime 😊

  4. Being able to add a default account for invoices raised through projects

    3 votes

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

    4 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.

  6. Have a paid parental leave pay item so that a balance can be input and 'drawn down' on. The employee and the employer have clear visibility on how much time has been taken and how much is left.

    Since STP PH2 compliance has come in, paid parental leave has just become an earnings pay item and not a leave pay item.

    The workaround of running the Payroll Activity Summary or Transaction Listing Summary report to keep track of the earnings processed for the employee, is onerous and not available to the employee.

    4 votes

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     ·  1 comment  ·  Payroll  ·  Admin →
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  7. Why does the screen on each contact not show an aged breakdown at a glance like it does in Sage 50 accounts? Sometimes I only want to look at that particular supplier/customer to see what we owe them by month without having to go to the reports screen. Also why does it not list payments on account in the top part of the screen. It is so confusing to work out what is due and what isn't. Awful set up

    2 votes

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  8. Simple Find button as used in Quickbooks Desktop. This facility was used on a daily basis by our construction company to find anything that came on an invoice, all you needed was to type in one word and it would seek it out in seconds. I do not understand why Xero are not capable of implementing this. I have been told by Xero that the more people that support an idea the more likely it is that they will do it. Please support this.

    2 votes

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  9. In our business, there may be multiple people helping on a particular project for a client. Currently, in order to have the income allocated correctly to each employee we have to enter separate items for each person. This then flows through to the invoice, showing all the amounts and items listed separately.

    Would it be possible to look at a way that "behind the scenes" we can add multiple invoice items so that income is allocated correctly, but on the invoice it shows a single description and amount?

    It just makes the invoice look more confusing than it needs to…

    2 votes

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  10. We use Go Cardless to collect our student tenants' rent. Every year we need to cancel the Go Cardless direct debits and archive the outgoing tenants and set up new direct debits for the incoming tenants. On Sage, we were able to select a whole year group at once and batch cancel/archive them. But on Xero we have to do this one by one. Life is short and time is money! Please can you make it possible to batch cancel direct debits by group or by tag/filter/segment criteria? Thank you.

    1 vote

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  11. We all do small jobs but do not invoice straight away. Job may take 1 or 2 days or may be few hours to complete but do not send away the invoice on the same day or the next.
    If I could create a "job", I can use this as daily diary and record hours spent on the job, material used + cost for material, comments, job location, issues came across (lessons learnt). When its comes to invoicing, all information and cost elements can be found on each relevant "job". This data can be imported into invoicing as well (Automate…

    1 vote

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  12. For employees who use Xero My Payroll, if you are a Payroll Admin user, you can grant employees authority to approve leave. The option for Timesheet approval should also be there, it is available in other countries but not NZ.

    36 votes

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    13 comments  ·  Payroll  ·  Admin →
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  13. It is easier those for admin employees who work sitting at the office.

    3 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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  14. There needs to be an automatic email notification sent to users when a financial setting is changed. Our gst number was changed and we had no idea until we manually spotted the change.

    2 votes

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  15. When you create an invoice the payment terms default to what is set for each customer (ie. 45 days from end of month, 60 days etc) however if you then change the issue date of the invoice, it defaults back to 30 days for every client regardless of their terms. We are looking for it to caclulate to each clients correct terms whenever the invoice date is changed

    2 votes

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  16. Ability to have bulk updates and import stock quantities into Xero.

    Purpose: To save users time from having to adjust/update inventory one by one.

    46 votes

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    Thank you to everyone that contributed to the teams research in this space. We wanted to share that discovery for bulk updating stock quantities has been greatly insightful and we're pleased to share that we are moving forward to develop a solution.

    We'll shift the idea to working on it as development begins, and as this moves along we'll return when there is more opportunity for you to get involved. 

  17. There is a significant risk to accuracy allowing the ability to edit an approved invoice without further approval from a higher access tier to what is already provided.

    We have experienced a number of clients sending out the invoices to their clients and then editing the invoices, resulting in differences between the original invoice and that on the system. There is no real audit detail either.

    Therefore, the request is to consider introducing an additional access level restricting the editing / amending of documentation after approval.

    1 vote

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  18. It would be an idea to be able to add to a purchase order by simply ticking the item from the stock list while you are checking stock levels. This would save time typing in every item after you have checked it.

    2 votes

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  19. When an overpayment is entered while reconciling the bank transaction, the reference we enter while creating overpayment transaction should appear in the reference tab while applying the credit to an invoice.

    5 votes

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  20. Add payment method to the main screen

    If a Payment Method was on the main Invoice Awaiting Payment screen, maybe next the sent icon this would make things so much easier, you can also see clearly who is on Direct Debit.

    Thanks

    25 votes

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