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  1. People here in PH are starting to use Xero and I think many more will use it too if you create reports that are required by our Tax Authority such as:

    Sales Journal
    Purchase Journal
    Cash Receipts Journal
    Cash Disbursements Journal

    Most of our clients are asking for this. I really hope you will be able to implement this.

    8 votes

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    Hi everyone, just wanting to highlight that as Caroline has suggested, it is likely the Account Transactions reports in Xero could be used to create the reports required. However, this depends on what information you require each report to contain.


    If anyone is able to reply with more specific details on whether any information is unable to be obtained via the account transaction report this will help our product team better understand what's needed.

  2. Have all tasks automatically marked as invoiced (preferably with invoice number) when they have varying hourly rates and times set within the task. Also ability to mark any task manually as invoiced and assign an invoice number if required.

    3 votes

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  3. when a customer accepts a quotation it would be nice to get a notification in the app so that i know earlier that the quote has been accepted rather than finding the email in my junk mail sometimes up to a week later.....

    9 votes

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  4. An employee is in charge of paying our foreign supplier accounts. So we gave him the role "Invoice only (Approve and Pay). Unfortunately, he is not able to see a full statement of the supplier account with all invoices, credit notes and payments made so he does not know how much is owed. He is also unable to enter payments against a supplier without an invoice already existing in Xero, which is an issue when making payments to suppliers who require payment in advance. We cannot grant him full access to see bank details because if we did he would…

    5 votes

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  5. Can we have a report showing the last date of bank reconciliation completed for clients?

    This would be beneficial for me, listed by clients but also for the client.

    3 votes

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  6. Ability to dive into the total amounts on the GST Reconciliation Report.

    12 votes

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  7. It would be great if when you use the search field to search for a name/description, if there was an option to 'select all' of the searched items. I often search for a description and then have 10-15 account codes I want to view, but i have to tick them all individually. A select all button would be amazing!
    There is already a select all / deselect all option but only when there is no description searched.

    11 votes

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  8. Add user name in discuss tab on reconciliation transaction.

    Currently when discussing a transaction with another user then may have to add initials before comment to identify who said what, would be great if this was added automatically so you can easily see the thread of discussion

    14 votes

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  9. Can we please have a report that will breakdown annual leave and leave loading. When there is a lot of employees that take leave for a quarter is time consuming to have to drill down into each employee to work out the leave loading to ensure that the SGC amount is reconciled.

    3 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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  10. As an Xero customer, I would like to be able to add Instagram as a contact field within organisation details, so that I can easily direct customers to my Instagram page.

    Instagram is becoming more popular than facebook, twitter and websites for certain industries.

    6 votes

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  11. From within your contact details or Quote or Invoice - why not have the functionality to communicate to a client via WhatsApp or send the Quote or Invoice via WhatsApp. If you are in the construction industry, acknowledging that not everyone is in construction, the craftsmen you work with only gets to Mail and acceptance of quotes in the evenings. WhatsApp's they respond to easily and quickly ....

    6 votes

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  12. My role as a user is to load my credit card receipts into Purchases/Add Bill. On the template screen I would like to be able to have a "favorite's list" when selecting the "Categorise to an account". Also, all my expenses are to the same Department so it would be great if I could set a default, same with "Select tax rate". Thanks!

    1 vote

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  13. Encryption of PDF documents from within Xero.

    Purpose: To ensure Tax Invoices are SARS compliant (VAT404 Guide - Tax invoices must be sent in encrypted format (at least 128 bytes), over a secure line or contain an electronic signature)

    9 votes

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  14. Have a choice of rounding depreciation calculations up to the nearest dollar and reporting $ only in the depreciation schedule and other fixed asset reports.
    Currently it rounds to the nearest cent.. This does not suit our requirements and so have to prepare our own depreciation schedules outside of Xero

    5 votes

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  15. Reports Projects Filter Staff:

    When filtering Project time reports by staff, is it possible to show only currently active (valid) users rather than any and every user ever associated with the account for all time? Can the list be alphabetized?

    Currently the list includes every user that ever existed including every instance of when Xero Support was invited (via a support ticket) as well as staff removed from the practice. Furthermore, it is in a random order.

    1 vote

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  16. In the mobile app, please make decimals optional. Decimals take up space and cause large numbers to wrap on the screen.

    1 vote

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  17. When running Payment Reports such as Bank Account Transactions or Accounts Receivable reports when you select the Column option of 'Invoice Number' the report includes Invoice Number in the report headings but does not actual provide the Invoice Number for each transaction. We would expect the reports to be able to show the Invoice Number field.

    3 votes

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    Hi all, this depends on the type of transaction that you're viewing in the Account Transactions report.

    Payment transactions don't have an 'Invoice Number' field in themselves, instead they are associated to an invoice. If you have not entered a separate reference the invoice number it's associated too will show in the Reference column of the report.

  18. Ability to automatically reconcile Stripe payments on mobile app. Currently Xero automatically groups transactions for Stripe payments to be automatically reconciled on desktop, but the Android app does not select Stripe transactions for automatic reconciling.

    6 votes

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  19. This is for on the App. (Not website). to create purchase order from an invoice. And send the purchase order by email

    3 votes

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  20. SureIy this would be a no brainer??

    I'd like an option to download PDFs with a password automatically added.

    The password could be added in the company setting pages with the option to download "Protected PDF" when you print a report.

    This feature seems so simple to create and i'm not sure why it hasn't been thought of.

    This would also save us having to do this manually with every report sent to a client.

    Please set this up at it would be a great option for bookkeepers and accountants.

    8 votes

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