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  1. It would help if the expected settlement dates for invoices (and bills) were based on past history rather than due dates

    5 votes

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  2. We are all required to keep tax code and other notifications from HMRC for a number of years. Currently we have to do that in hard copy. It would be great to be able to upload a copy to the employee record instead.

    7 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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  3. Repeating Invoices - automatic price increase

    We have several client contracts which include 5% price increases per annum. It would be great if you could create a repeating invoice and specify a percentage to increase the amount by on its next repeat

    18 votes

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  4. As part of our QA, we review the list of users to check that it is up to date, eg, remove terminated employees, remove auditors at the completion of the audit or revert to Read Only, etc.

    It would be great to be able to filter/sort the view by access type, such as looking only at Payroll Employees, or filtering them out.

    5 votes

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  5. Payroll reports - it will be good to have a COMPARISION field on payroll reports just like the P&L - to compare with previous n number of months / periods.

    While the grouping / summarizing features are good - they are limited to just reporting on a particular period.

    Hence any Comparisions are tedious to run / export and consolidate on excel.

    For. eg. I'd like to run a report to display :
    Afternoon Shift Loading & Overtime work for a month OR the full FY with monthly columns.
    Is this something we can get to without having to export…

    5 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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  6. Save and Next option for Timesheet approval.

    Rather than having to go back to the beginning for each and every timesheet approval you should be able to save and view next in the same way you can with bills.

    6 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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  7. CIS Deductions need to show at the bottom of the invoice on advanced invoice templates as seen on the standard invoice template.

    15 votes

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  8. “Send via Xero Network” feature in your invoicing system, which have negatively impacted our workflow and client payment behavior.

    Since the update, this option now appears at the bottom of the invoice, while the sending process begins at the top. This disjointed placement is not intuitive and often leads to it being overlooked. More importantly, the system does not remember this selection, requiring us to manually enable it every time we send an invoice.

    This has had a direct impact on our cash flow. Since the update, we’ve noticed a significant drop in timely payments. Many of our clients rely…

    2 votes

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    Thanks for your idea and sharing what would help your experience when sending using the Xero Network, Kelly.

    We don't have further changes planned around this right now but will start to get a sense of interest from your idea, here.

  9. Come on Xero, this should be the flow already, the tab position after entering the date should go to the reversing date, we accountants enter a lot of manual journals that are reversed and it is a pain in the **** to have to mouse click on the auto reverse date to be able to enter the date...

    This is a easy fix, this is just the tab index in the page...

    3 votes

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    Thanks for sharing this great idea, Leandro. We can see how changing the keyboard tab order on the Manual Journal screen would make entering reversing journals more efficient.

    We've moved your idea to the 'Gaining Support' stage. This means it's now visible to the wider Xero community, who can vote and add comments to show their support. This collective feedback is a key way our product team gauges demand for new features.

    While your idea is gaining support, we wanted to share a couple of other related ideas that you and other supporters might be interested in:

  10. Shortcuts for Financial Statement Reports

    It would be extremely helpful to have shortcuts to navigate financial statements.
    E.g. 1 would go to the first page of the report, 2 would go to profit and loss, 3 to balance sheet etc. this would assist with quickly switching between different reports in the financial statements.

    4 votes

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    Hi Emile, appreciate you sharing this suggestion for specific shortcuts that would improve efficiency when working in reports. This idea is open for fellow community members to support through voting and comments.

    We also have an existing idea for more shortcuts in Xero - we'd encourage you to also add your vote to that broader idea here: Navigation - More keyboard shortcuts in Xero.

    Voting on both helps us in two ways: it shows our Reporting team the specific need you have, and it also contributes to the overall demand for more keyboard efficiency across all of Xero.

    Thanks again for your valuable contribution to the community!

  11. Until recently when I saved a packing slip the default name was eg 'Packing Slip Inv - 4080'.

    Then recently after you dated your system the packing slips are now called eg 'Invoice Packing Slip Inv - 4080'.

    Can you change it back to remove the word invoice as it can cause confusion and staff may send the wrong document to suppliers and customers as both look like invoices.

    I am changing the name manually but it was simpler and clearer before Xero added the word 'invoice'

    If you can change it back that would be great and I'm sure…

    1 vote

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  12. Move multiply rows in invoice template and insert multiple rows in invoice template

    2 votes

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    While we don't have any work planned for being able to move multiple lines at a time, I've slightly adjusted the title of the idea here for this specifically, and we'll continue to track the interest for adding multiple lines at once from this idea.

    If there are any plans made we'll share update on each idea respectively. Thanks

  13. E-Invoicing
    Is it possible to set e invoicing up at customer contact level. This would then allow me to bulk send my invoices as I currently do, rather than one by one

    2 votes

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  14. Dont automatically open a new tab when clicking the contact link in the new invoice or give option to turn this off.
    There is Alt+click shortcut on all browsers to do this already.
    Making this auto open as default leads to too many unnecessary tabs and attributing to a more messy workflow

    8 votes

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    Thanks for your detailed feedback, everyone. We do find that customers have differing expectations of how clicking a link should behave.

    With the current behaviour, opening the contact in a separate tab means that users don't lose any information they may have entered in the invoice.

    We don't have any plans for changing this in the near term but it'll be good for us to continue to get a sense of the interest around this from our community here. If there are any changes that may impact this we'll share an update with you all here.

  15. Create a Receivable and/or Payable Credit Note Report which lists all credit notes issued/received, and the corresponding invoice they are linked to. This will help as when a credit note is issued the status is 'paid', however if I want to do a review of invoices and days until invoice is paid, I want to be able to exclude items that have been credit noted.

    1 vote

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  16. I am almost never going to want to view the oldest transactions first - but the default option is set to oldest to newest. So means I always have to click the date in order for it to show most recent items - not sure why this isn't the default?

    It would be so much more useful - please change default for all reports to newest to oldest.
    Or at least give me the option to make that the default for my Xero account. Thanks

    1 vote

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  17. In New Invoicing, I need the ability to view the files in the file library prior to attaching them to an invoice, as I can do in Classic Invoicing. This is because when received into the file library, the files aren't always in the same order as they were scanned. I tried attaching a file using New Invoicing and it wasn't the right file and, because I couldn't return the file to the file library, I had to rescan the document back into the file library. Without the ability to view files prior to attaching them to the invoice, users…

    27 votes

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  18. I would like to be able to 'print' or 'save' a pdf invoice to a folder of my choosing rather than to the default 'downloads'
    Currently ALL downloaded items from the internet are placed in 'downloads' so I need to move the invoice pdf to my chosen folder. It would be a excellent time saver if I could choose my own folder to save to, and have it use this chosen folder each time.

    I believe it is a software bug to rely on the default settings of the users browser to determine where files are saved to.

    1 vote

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    Thanks for sharing, Jane.

    We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!

    We don't have any plans for this right now, but we'll track the interest from your idea here.

  19. All of my customers wanting to see their Purchase order number on our invoice . Also when they re order they usually reference their PO number for the re order. Is it possible to have when accepting the quote a field for customer reference or Purchase order which then will print on the invoice, this field also need to be in the lookup reference for the customer.

    thank you

    1 vote

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  20. I have entered selling prices excluding GST but have noticed that some personnel have been invoicing inc GST yet xero hasn't adjusted the price of the item to add 10%. I need the item price to be the same either way of invoicing.

    Can we make this happen some how ? so the price of the item is the same either way. MYOB manages to adjust it, you just set the price as either including or excluding and it adjusts it automatically when charged out. Maybe Xero should aim to improve this aspect of the program.

    1 vote

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