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  1. Can you add a option in the standard reports to include GST in debtor & creditors without having to create a custom report

    2 votes

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    Thanks for sharing, Paul. 

    Appreciate it's a few steps to set up and add the columns, however once formatted as you like, if you save as Custom you can then set this as the default so it's a onetime effort. 


    Understand this may be more cumbersome if working with many organisations. Being open this isn't something we have plans for currently. We'll watch the interest in this, here. 

  2. Having the option to show client or supplier on invoices.

    Purpose: Eliminates the need to go to contacts tab each time to look up the phone number to contact the person while going over the invoices. Also for the delivery person to be able to reach the receiver at point of destination or to make an arrangement for receiving as well.

    5 votes

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  3. Improve Text Formatting - Invoicing

    • Ability to change all text to caps, lowercase or sentence case (like Microsoft word feature) to enable more consistent, professional invoicing in less time. For example when adding multiple billable expense lines.

    • Ability to sort invoice lines by the headers, i.e. description (alphabetically), by price or amount high-low etc.

    4 votes

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  4. Executive Summary Filtering.

    Being able to filter the executive summary to show information for different tracking categories

    3 votes

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  5. When selecting ACTIVITY under the Statements section, it would be helpful to filter receipts only. I can currently print a Statement of Activity using a custom advanced template I created, but I sometimes want to omit the invoices to show the client a list of receipts only in a nice report format. To recap, looking for a Statement of Activity, but only showing receipts for the period of time I select.

    2 votes

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    Hi Kathi, having a bit of a play with reports this is possible through the use of the Customer Invoice Activity report

    You can add a Filter for Source to only select Receivable Payments - this would then show all payments your customers have made without detail of the individual invoices themselves - Have a try and let us know if this solves your needs here 😊

  6. Invoice templates should not be in the "settings" but in the actual part where the invoices are, this is product development 101 stuff guys seriously...

    Adding/altering/deleting invoice templates should be accessible right from within the sales overview and invoice section. I shouldn't have to google for this stuff, it's really quite terrible.

    4 votes

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  7. As the title suggests. A "view all" option throughout the product would be great. Or even view a year. Far batter than having to click load more over and over again. Especially when if you click off of the page you then have to laboriously keep clicking load more again and again.

    Also to have dates next to (Or instead of) page numbers in the various scrolling pages; cash coding, reconcile, etc.
    Having to select a page and another and another to try and guess where the date of the transaction is is ver laborious. Having the date range alongside…

    5 votes

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  8. Accounting > Advanced > Export Accounting Data > Xero General Ledger (.txt), to add the Contact name (customer/vendor/employee name) as a field. Currently, such information is not exported.

    3 votes

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  9. Regarding the Income Statement:

    When the "Percentage of Income" & "Year to Date" options are selected, can we get the percentage of income column to calculate on the year to date column as well?

    This would allow for better variance analysis - comparing the current months percentages to the year to date percentages.

    3 votes

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  10. Record time to a customer with a billable or non-billable item only WITHOUT a task or project link.

    3 votes

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  11. DOCX - Add merge fields for the organisation's Phone number and Email Address in all templates

    4 votes

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  12. If the Total Tax amount per invoice was available for statements, then the Statement could be used as a periodic Tax Invoice.

    6 votes

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  13. Add a free text column for comments to the 'Invoices' and 'Bills' dashboards

    Purpose: To track reasons for delay, communications with contacts etc. and have them be clearly visible all in one place.

    3 votes

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  14. Occasionally when doing data entry in Fixed Assets we have typed a depreciation rate of more than 100%. It would be good if there was an error message preventing this.

    Thanks

    3 votes

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  15. Almost all the payment providers are now settling the amounts with the fees deducted from the captured/sale amount. This needs to be reconciled as two lines 1) Transfer to cash control account and 2) Bank fees.
    Currently there is no way to create a rule for this, hence it is a big overhead for the reconciliation, with almost a large chunk of card sale having to go through this process.

    Can the product team please take care of this on priority? thanks

    3 votes

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  16. When a business has multiple branches or divisions, it would be great for the system to recognise who (from which division or branch) is entering the Bill or Invoice or Journal, and would automatically assign the correct cost centre to the transaction based on that (with the ability to override allowed or not in the user setup). It would also be good to be able to only allow reconciliation/viewing of that branch or division bank account instead of all bank accounts.

    3 votes

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  17. The projects detailed report shows the estimated expenses on separate lines to the actual expenses incurred against that estimate. It is a manual process in excel to move the expenses around so that the report can reflect Total estimate less total spent and balance remaining. While this information is available on the projects page, it can't be pulled out as a report which is frustrating.

    4 votes

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  18. This is needed to accommodate a 2 week on 1 week off cycle.

    4 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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  19. Prepayment automatically be created for the combined total of the "Income in Advance" lines.

    Purpose: To save users time from having to prepayment invoices manually by adding a payment to the invoice from Income in Advance

    11 votes

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  20. Implementing touch ID/Face ID verification for users to log into Xero.

    Purpose: Users can have more variety on how to log in.

    7 votes

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    Hi team, as another update surrounding passkeys we wanted to share that this week we've released passkey log in for Xero Me app users who haven't set up MFA yet. This is just the first stage, and over the coming months we'll progressively make this feature available to more users. I'll be back to share more as passkeys become available to more users.

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