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  1. When I add a Task to a project I would like to add a Task Title trhen have a seperate section to Describe the task detail. At the moment there is insufficient space for this information.

    2 votes

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  2. Allocate purchase orders to CIS labour & CIS material account codes. Obviously these shouldn't be included in the CIS report until the purchase order is changed into a bill.

    11 votes

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  3. When creating an invoice for a customer and applying the “items” that were assigned to the customer it would be very helpful for Xero to apply all of the relevant information that was entered for the item to the invoice. Such as sales price, revenue account etc. Currently the billable expense information that is applied is the “cost price” only, which is not relevant on a customer invoice, and you must set the revenue account for each line item. All of the information is already entered in the inventory for the item.

    13 votes

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  4. To lock future dates to avoid invoices being captured in the incorrect month or year. Or to show a warning when the invoice is posted to make the user aware that the invoice is post dated

    6 votes

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  5. Having recently started using advanced templates for our invoices, I've discovered that credits applied to invoices don't show separately and instead get added with payments, thus showing as net payments. I believe the credits field is only available for use on advanced statement templates so can the credits field be made available for adcvanced invoice templates please?

    That would then give us the ability to display the total amount credited on an invoice and the total paid towards it on separate lines.

    Thanks in advance

    6 votes

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  6. Bank Rules Report
    To enable review of all rules in place rather than having to select each one individually. This will enable duplications to be removed, rules not working to be fixed etc etc

    35 votes

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  7. When making a batch payment, it's always a pain to have to exit to get the missing bank details.

    I'd love there to be a link to the bill to check the bank details on the document. Adding that extra layer of protection as well for those who want to make sure the bills bank details actually match back to the payments.

    4 votes

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    It sounds like the suppliers payment details maybe held somewhere on the original bill that's been entered, Laura - Is this correct? 

    Is this detail that would commonly change for a supplier you work with? Generally when creating a batch this information is pulled from the contacts record. 

  8. Finalise Year End
    Can we have an option (just like finalising the GST returns) where we can finalise the year, and then later on print a report with any changes made since? The lock dates are not the solution, because they can be unlocked and relocked and there is no detail of changes made.
    If we could "finalise" a year when the client has signed off accounts or tax returns, then if anyone inadvertently edits or changes coding we can see that.

    3 votes

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  9. I would like to be able to forward receipts I have received via email which are NOT attachments, but are inline / html receipts, and have Xero read them, like Expensify can.

    I waste so much time receiving emailed receipts (BPME for example) which I then have to save as a PDF and forward / upload.

    10 votes

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  10. Can you please create the functionality to send the payslips to both the employees and the employers.

    Currently payslips can only be sent to one email address when being sent by Xero. A second email address can't be added to an employee's record for payslips to be sent to.

    It would be beneficial to be able to send them via Xero to both the employee and employer.

    6 votes

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     ·  1 comment  ·  Payroll  ·  Admin →
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  11. This column is useful but could be improved.

    As already noted in another existing idea, it would be good if there was a way to indicate whether the discount is per-item or for the line. As it stands, if there is a count, then to emulate a dollar discount on each item, we have to manually calculate the total discount for the line (number * $ discount) to enter the appropriate line value.

    The percentage discount option is good also (as it avoids the above problem with specifying an absolute amount). However, it has a different problem in that the…

    11 votes

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  12. Export a file that collates all invoices for each contact, to be uploaded to your bank to run customer direct debits. The same as you can do for bill payments. We currently use UCollect for $360pa, if anyone has any other ideas for this simple task -while Xero is working on building it ;) ...I'd love to hear them, TIA.

    19 votes

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  13. Link the data already on file in the Pay Templates directly to the Employees Time sheet. Or at least remove the ability for Employees to view ALL pay items on their time sheet. This creates friction among Employees and angst re different levels that they may not be on. Despite the fact they can't see a dollar amount. Even if I need to create a new Time Sheet Template as long as ALL pay item are hidden on the time sheet from the Employee point of view. Seems an easy fix. get it done please.

    17 votes

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     ·  6 comments  ·  Payroll  ·  Admin →
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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

    35 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. Project Summary Report always had actual hours and estimated hours on and since it has been updated this option is no longer available and that is 2 of the most important columns for us. Also the wording of the headings have changed and no longer match the Project Details report which is ridiculous. This report needs to be converted back to how they used to be.

    8 votes

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  16. Ability to setup a 13 week budget (blocks of 4 weeks). We currently cannot utilise the budget function because there is only the ability to budget monthly.

    9 votes

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  17. Create ABA file for non bank account, eg Credit Cards.
    With an increate of payment options and portals offering payments through credit card, it could be reasonable to have an aba file created for other form of payment. Thanks

    5 votes

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  18. Currently payroll is only able to child support as a deduction.

    In Australia, there is a protected amount that employee needs to earn before the deduction is taken out of their pay. There isn't a function that will allow this currently.

    Payroll officers manually have to keep track of this and remove the deduction if protected amount is not reached. Small businesses with a few employees would be able to keep track but for the likes of a bigger business with more than 20+ employees, this would be a nightmare.

    15 votes

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     ·  7 comments  ·  Payroll  ·  Admin →
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  19. Hi Xero Support,

    Could we please implement another field to use in Invoice and Quote templates which shows the total before discounts?

    I want to show my customer what they would have had to pay before the discounts were taken off the price.

    This makes a HUGE difference when trying to show customer their savings with applied discounts.

    We need to be able to present Total Before Discount - Total Discount - Price After Discount.

    21 votes

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  20. Show mandate status and progress: In Sage one of the Customer fields is their mandate status. You can see when the mandate was sent, whether it has been submitted, is being processed, is now active or has been cancelled. These are crucial for us. We are finding it very hard to get even a couple of mandates set up due to the way that first invoices are processed (on their invoice date rather than as soon after as practical). Then we have no way of knowing whether a mandate has been sent or is being responded to. It's guesswork. In…

    2 votes

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