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  1. I would like to be able to run a report on expense claims which shows who has approved them at a glance, like a payable invoice report . At the moment, you have to open each and every claim to see who has approved it.

    Thanks,
    Sarah

    6 votes

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  2. Attachments in repeating bills are not attached to the actual bills when Xero creates the bill.
    If the repeating bill is deleted, the link of the repeating bills will be broken and we cannot get the attachment in the repeating bill.

    so I suggest
    1. having the attachment in the repeating bill attach to the actual bill when Xero create the bill; or
    2. have an archive function for repeating bills that are expired so that the actual bill can still be have a link to the repeating bill to find the attachment.

    Attachments such as working or scanned bills…

    18 votes

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  3. Enable 1099 report to Canadian businesses

    2 votes

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  4. When you print a batch payment to PDF it currently prints the invoices in a random order (not by supplier name, not by date, not by amount, not by invoice number, not by Details -- completely random by the looks of it).

    It would be great if the invoices on this PDF could be sorted in the following order to make the PDF easier to read:
    Supplier Name
    Invoice Date
    Due Date
    Invoice Number

    If you are trying to use this report to check all invoices from a statement have been included, its currently very difficult/waste of time.

    21 votes

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  5. It would be great if in Blue Xero in the Contacts list the "Mobile number" can be displayed when there is no actual phone number, currently you need to open the contact to see the Mobile Number. a bit frustrating.

    7 votes

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    We've just released a recent improvement to searching contacts where you can now search a contact by any phone, direct dial, mobile or fax number saved in their contact record.

    While you won't be able to see a contacts mobile number from the screen, you'll be able to search for a contact by a mobile number that's been saved for them.

    We don't have further change planned to add more detail to this screen atm but we'll continue to track the support of the idea here.

  6. Very very occasionally, sending an e-invoice will fail. When this happens, currently the only way to find out is to follow up with the client about their unpaid invoice, find out they never received it, go into the individual invoice and look at the history. An alert would be very useful.

    4 votes

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  7. Allocate spent money to supplier invoice raised at a later date -We pay our electricity monthly by direct debit - we may have 6-9 payments that have been reconcilled as spent money as the next supplier invoice has not been received. It appears you have to remove & redo the reconcilliation rather than having a facility to allocate that spent money to the invoice. This is incredibly time consuming and should be a facility available.

    2 votes

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  8. Ability to give payroll admins only permission to staff.

    Purpose: To make the staff have fully access to Payroll but not other parts of Xero.

    30 votes

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  9. We really need to be able to set a limit, be it based on number of instances or a dollar amount. Having to do it maunally at present is very problematic when you have a large payroll.

    1 vote

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     ·  0 comments  ·  Payroll  ·  Admin →
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  10. Cost analysis by group type, e.g. we have a group for DD suppliers. It would be useful to analyse how much we spend by group over a set period. We are looking at setting up other groups soon so this would be very helpful.

    8 votes

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  11. Allows the option to edit the file name of PDF upon creation for Custom Purchase Order Templates.

    Purpose: provides further customisation and automation of Purchase Order templates.

    4 votes

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  12. There needs to be a better report just for unallocated Prepayments, Credits and Overpayments.

    I find the Receivable Invoice Summary isn't wait I'm looking for.

    3 votes

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    Appreciate noting that the Receivable Invoice Summary isn't what you're after. However can you give a bit of detail of what's missing or showing differently in this report to what you'd like to see, Shannon? 

    If it is the time saving of having to format the report each time, once you have it set up you can save the report as Customer and rename it so you can easily access and run the report filtered by only these source items any time. 

  13. i need tracking categories for bank accounts - my client has three different branches within the organisation and all have their own bank account. i have managed to create tracking categories for income and expenses but Xero hasnt provided the function for bank accounts. So when drawing the Financials the bank accounts dont reflect with each relevant branch. Is there a way that this function could be created/considered or has anyone have any recommendations on how to bypass this problem?

    10 votes

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    Appreciate seeking options from your community here too.

    Trying to think into this one - when you draw funds these statement lines would be reconciled to an equity account in the business? In theory the Tracking would be recorded when the item is reconciled to this account ? 

    Please do let me know more detail if there's something I'm missing in here? 

  14. Xero should add "Add Note" to Expense Claim just like we have it on Bills to pay. This would be helpful for requesters to provide additional information or make comment on their payment requests. Thank you.

    9 votes

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  15. To be able to run the budget variance to show either net or gross actuals and not just net as our imported budget is gross so the variance is always incorrect.

    4 votes

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  16. Reference column in the Allocate Credit to Invoice view.

    Purpose: To save user's having to open the credit note to see what invoice to apply the credit to.

    4 votes

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  17. Hi, It would be helpful to have following information on activity statement : Total Invoiced amount ( as on Invoice report) and all payment activities ( payment date and amount). Now we have to send two different documents for customers -Invoice report and the activity statement. Would be nice to have all required Information on one statement. Thank you!

    7 votes

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    Hi Ruta, apologies for the delayed response. I can see what you mean and appreciate the example you've provided (Thanks!). 

    From the looks, although not an exact statement format, the Receivable Invoice Summary report would show the details you're in need of here. 

    Within this report you can include Net/Gross columns of the invoiced amounts and also have Payments/Credits shown in a separate column. 

    You'll also be able to filter the report by Contact so you could export for a single Customer if that helps too. 

  18. Title says it all, the current process requires a customer to full sign up with Xero (and be almost/forced to PAY) just to see an invoice history.

    This should be accessible via a rotating link where the current "View all invoices" link is in the upper right -- or extremely simple login system that just takes an email and password.

    5 votes

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    Hi Adam, understand that there can be confusion for a customer if it is their first time making use of the link and not already having a Xero account. 

    The need for the user to create a Xero login to access and view their outstanding invoices with you if for yours and their security in the information that can be viewed. 

    Appreciate you may like a simpler sign up process for them and I have slightly adjusted the title of your idea here for this.   It's not something we have intentions of developing at this time, but we will get a sense of the wider interest from your idea here. 

  19. Ability to add client logos in contacts. Use for thumbnails there and in Projects. Would demonstrate partnership with them when used in communications and emails.

    13 votes

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  20. It would be nice if expenses could learn and assign a specific account automatically to expenses from a regular supplier.

    The process could be:
    1) I take a photo of a receipt
    2) The analyse feature reads the receipt and fills in the date, supplier and amount

    THE NEW BIT:
    3) Expeses realises this is a supplier I've analysed a receipt from recently and codes it to the account I coded it to last time

    2 votes

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