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  1. Invoices cannot be sent multiple times by e-invoicing - any invoice that was sent by e-invoicing can only be sent again after that by email. This is fine; that ensures that my customers don't have a billion copies of the same invoice in their drafts.

    However, this is also true of invoices where sending by e-invoicing failed and the customer has not received the invoice at all.

    I would like the ability to send by e-invoice to reset when the original attempt fails, because the only workaround I've found involves deleting and recreating the invoice with a new invoice number…

    6 votes

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  2. The inability to attach credit notes from a batch is becoming increasingly problematic. To clarify: multiple credit notes sent from suppliers under 1 PDF - there isn't the capability to transfer these into a separate folder and then attach each PDF multiple times when creating a credit note from a supplier. As soon as it is attached once it disappears! I have had multiple occasions where there are numerous credits in one PDF and am having to write all but one down in longhand so I can then create the Credits. There is not the function to attach these to…

    2 votes

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  3. Import data in at same Invoice number in multiple line but there is some negative amount need to included like deposit and charges etc

    2 votes

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  4. With the advent of Open Banking, it would be great if when you submit the payroll, it could also utilise OB to physically make the payment to the employee also. This would help automate the whole payroll process.

    8 votes

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     ·  3 comments  ·  Payroll  ·  Admin →
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  5. It would be good to be able to see the bank account details (BSB and Account number) on the new bill screen when entering invoices to be paid. By having the contacts bank details on the entry screen you can easily check that the bank details in Xero match what is on the invoice. This would save time of having to go and open the contact to check that the details match - not to mention save time of having to download the invoice so you can view it while checking against the contact. Being able to look at the…

    24 votes

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  6. Projects in progress list must show the total uninvoiced amounts also.

    11 votes

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  7. When importing invoices and bills, to have the option to import using the Account Number where specified, instead of the Contact Name to avoid the issue of creating duplicate contact records where the name does not match exactly in Xero.

    19 votes

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  8. send notifications for declined expenses (Xero Expenses). the only notification send is for approve expenses but not for declined expenses

    11 votes

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  9. Our club wishes to purchase Xero but Xero have no system in order to accept subscription payments from clubs who have dual signatories on their bank accounts. They only offer direct debit with one bank signatory or debit/credit cards. Neither of which work when you are a club/charity who must have financial accountability to their members/community. I have suggested an automatic payment and supplying them with a direct debit form with both signatories but they have declined both. I find this incredible. Surely there is a solution here? We can't be the only club/charity that has this situation. Are we?

    4 votes

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  10. When creating a new contact, I need a space for the Business registered Name as well as Trading name.

    14 votes

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    Appreciate the interest shown on the idea here, everyone. Atm, we don't have any plans for adding a specific field for a Contact / Business Registered name. 

    While not a perfect solution as another user has shared, perhaps adding the name to the contact's address field could help surface this detail where required at present. 

    We'll continue to gauge interest in this, and share if there are any updates. 

  11. It would be really helpful to be able to group bank accounts in a similar way to grouping Contacts. We have multiple currency accounts and base currency accounts as well as credit cards and to be able to group them in different ways would make checking them much easier. Eg group into GBP Current Accounts, Currency Accounts, Cash Currency Accounts, All Cards etc

    3 votes

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  12. A report is needed that shows invoices with the payment or credit against the invoice. zThis is needed so an analysis report of the customer is available. Please note the attached file.

    1 vote

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  13. When using debit cards, we get transactions posted into the bank account before a card holder completes their expense claim. Or forgets to!
    From the bank account reconciliation screen, I would like to be able to send a transaction into expenses for the card holder to complete then expense claim process. The transaction should appear in their draft expenses.

    2 votes

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  14. Similar to other "snapshots" available on the Dashboard, for any VAT registered business it is important to know liabilities at the click of a button. Please can Xero support look into an "add-on" for VAT liability total shown on the dashboard

    33 votes

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    Hey everyone, just a quick update on this one, as it was shifted to delivered in error.

    Whilst we have refreshed the VAT dashboard widget with a new look, it does not display your current VAT liability - apologies for the confusion.

    We’ll be opening this idea back up to votes and feedback from the community.

    As the team have confirmed this is one they’re exploring, we’ll pop it in ‘working on it’ for now.

  15. 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?

    6 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 😊

  16. Ability to select different mailing lists for 1 customer. This will be useful when you have different projects for the same supplier.

    4 votes

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    Hi Amna, could you explain your idea a little more? Would this be to send bulk comms to multiple contacts from Xero, or something like being able to set different persons on a contacts record to receive different types of transactions or communications? 

  17. Xero does not show the correct balance due in expenses if a bill has been part paid

    2 votes

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  18. Businesses need the ability to provide customers with itemized receipts so customers can process their insurance claims/tax deductions etc.
    Xero currently does not allow this - and it is very frustrating.

    1 vote

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  19. Hi

    Client is wondering whether there is a way to split bills in the cash flow prediction to show half the bill being paid on this day and the remainder on another day. Currently you can tell it that we estimate to pay the bill in full on this day but can't see an option to split the bill.

    Look forward to hearing from you.

    Thanks

    2 votes

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  20. I pay my staff on a monthly basis, but at the moment timesheet reporting can only be done weekly. Would it be possible to add a filter to be able to look at a custom date range.

    4 votes

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     ·  1 comment  ·  Payroll  ·  Admin →
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