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  1. Please allow direct bank feeds with Fidelity. They are one of the largest financial institutions in the world!!

    3 votes

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  2. In the "New version of Invoicing" disappeared an amazing function - when you open an invoice after it has been approved, it always displays as tax exclusive, even if you entered it as tax inclusive. In the new version if you approved an invoice tax inclusive it ONLY shows it as tax inclusive. Can you please add the feature of seeing both versions of the same invoice.
    And another feature that disappeared in the new version is to see account number, not just the name of the account. Can you add it back too? And move it back to the…

    36 votes

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  3. Our work is often quoted at the project level, with invoices being issued monthly for the duration of the project until the quoted amount has been paid and the project completed.

    Currently, we create the quote, and then subsequently create invoices - manually keeping track until the quoted amount has been invoiced, at which point we mark the quote as invoiced.

    It would be helpful if;
    - We could split the quote into N invoices automatically with the total invoiced amount over N invoices equalling the amount in the selected quote.

    OR

    • When a quote is marked as accepted but…
    3 votes

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  4. The ability to upload a file into individual projects directly rather than via bill allocation. Would like to be able to upload customer order, for example.

    5 votes

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  5. It would be great to have a shortcut to adding project time. At the moment, the + near settings has a shortcut to many functions, but not project related functions.

    1 vote

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  6. The receiving of PGG Wrightson's bank feeds within 4 working days of end of month (as currently stated in support/help) seems to no longer be the standard time frame.

    Can you please review with PGGW whether the time frame provided needs updating so we don't need to keep contacting support for confirmation as to whether there is an issue or just a slow month when feeds aren't through by that 4th working day.

    No one wants a repeat of April 2025 when the feeds were not received until 19th May.

    Feel a bit stupid when clients rings asking about where…

    1 vote

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  7. Instead of creating a bill when lodging the BAS through Xero - have the option to create a journal entry instead!

    0 votes

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  8. Add planned pay date automatically as the due date or add a field into the bill entry screen so that you dont have to go back and add it from the bill list view.

    Just a suggestion which i think lots of people would find helpful. It would give real time data from the bill screen and saves going into the bill list to add the planned payment date for the categories at the top to populate correctly.

    I I believe that this enhancement would be beneficial for many users, as it would definitely save time by reducing the number…

    2 votes

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    Hey Sarah, thanks for your suggestion to add a planned pay date field directly on the bill entry screen.

    We're grateful for your engagement and for sharing ideas that can help make Xero more efficient. We can see how this would save time by reducing the number of steps required to set a planned payment date.

    We've reviewed your idea, and it's now ready to gain support from other community members. Along with votes, others can now comment to share more detail about how this enhancement could improve their workflow and help them manage their cash flow more effectively.🙂

  9. It would be really useful to be able to tag users in the notes of documents, like to create a task or ticket so they are aware of whatever is needed to be changed/be aware of regarding a certain bill.
    Otherwise an internal communication/ ticket/email needs to be sent, this would simplify all the daily work and make the notes actually useful

    12 votes

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  10. Currently, Xero facilitates bank feeds with Investec (South Africa) although does not allow bank feeds to be setup for the UK & Channel island branch - This connection needs to be setup.

    25 votes

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    Hi everyone, really appreciate you sharing this idea.

    We see how a direct feed for Investec (UK) would create a smoother workflow and save you time when reconciling.

    In the meantime, the best option is to bring your transactions into Xero by manually importing your statements.

    A direct feed for Investec (UK) isn't on our immediate roadmap right now. However, we're keeping this idea open for voting to see how much interest it gets from the community. Every vote and comment helps us understand the demand and prioritise what's most important to you all.

  11. The status of invites to XeroMe to be easily displayed

    When an employee is invited to XeroMe, it would be good to be able to see the status including:
    - sent to employee
    - employee revoewed
    - employee accepted
    - employee rejected
    - etc

    3 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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  12. The new NZ WorkRide scheme works via a pre-tax deduction re salary sacrifice. Xero Support confirmed that right now there’s no functionality in Xero Payroll to process a pre-tax deduction. We have been advised that we need to manually adjust the tax in the draft pay run to reduce the PAYE withheld. Please enable your customers to comply with the NZ WorkRide scheme without the need for manual PAYE adjustments, by creating the ability to process pre-tax deductions.

    48 votes

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     ·  17 comments  ·  Payroll  ·  Admin →
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  13. AU Payroll - Specify leave approver
    Ability to specify a set approver for a specific employee for when they submit leave requests.

    Employees who are nominated as a leave approver should only be able to approve leave for the specific employees who have them nominated as their approver.

    Alternatively, employees who have the "Authorised to Approve Leave" checkbox ticked should only be able to approve leave by employees in the same Employee Group.

    I realise that you have marked this as not in pipeline - but it should be, and quite frankly your "helpful tip" when closing the other thread…

    1 vote

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    0 comments  ·  Payroll  ·  Admin →
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  14. Please enable the ability to pay staff with a joint bank account in same pay run. We currently have to pay two couples with a joint bank account into separate accounts each run. Xero does not permit two payments into the same bank account in one pay run. I have confirmed with our bank that this is not an error on their end. Xero support have informed me that this is not a function that Xero currently offers.

    6 votes

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     ·  3 comments  ·  Payroll  ·  Admin →
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  15. Reporting - Transaction reference is amended in the account transaction. The amended reference does not pull through into the Account Transaction Report. Important if you need this if you are reporting by event. The report maintains the original reference not the amended reference.

    1 vote

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  16. Can we please have a 'placeholder' field for 'Overdue Balance' so that an email template may be created notifying the customer that their balance is '£x' of which '£y' is overdue?

    1 vote

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  17. I would LOVE to be able to produce tracking reports where I can select ALL items within CATERGORY A, but then display them in columns by CATEGORY B.
    Eg. I use Department and Job.
    I would like to see all Jobs for a particular Department in a P&L.
    Is this something that may be possible in the future or would behelpful to others?
    Thanks x

    1 vote

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  18. It would be useful to be able to see today's exchange rates on the dashboard - I use information on the dashboard to prepare a weekly report and it's annoying to have to go to another screen to display exchange rates which also form part of my Excel report.

    2 votes

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    Thanks for sharing this suggestion for the Xero Dashboard. We understand that when you're preparing regular reports, having all the key information in one place can be a real time-saver.

    We've reviewed your idea to be able to see today's exchange rates directly on the dashboard. We can see how having this information readily available would streamline your weekly reporting process.

    Your idea is now open to gain support from other community members. Along with votes, others who work with multiple currencies can now comment to share how this feature would improve their own workflows.🙂

  19. Being able to customise the invoice reminder so it only goes through during business hours and during working days M-F.

    13 votes

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  20. It would be great to have a feature to Approve, Mark as sent & Email multiple invoices in one click from the Awaiting Approval Tab. We use a program outside of Xero to add invoice details & amounts and then export to Xero for approval and emailing. At present we have to take two steps to achieve the Approve, Mark as sent & Email result.

    1 vote

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