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  1. 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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  2. 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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  3. 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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  4. 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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  5. 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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  6. DOCX - Add merge fields for the organisation's Phone number and Email Address in all templates

    4 votes

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  7. 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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  8. 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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  9. 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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  10. 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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  11. 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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  12. 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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  13. Under the new STP Phase 2 screens there is no-longer options on the 'Tax' tab to select Working Holiday Maker, rather just 'Australian resident' and 'Foreign resident'.

    I understand on the 'Employment' tab you now need to make this selection, however, I've already had many users reach out confused thinking they need to select 'Foreign Resident' now.

    My suggestion is to do one of the following:

    1. Add Working Holiday Maker as an option and have it link back to the Employment tab if selected.

    2. Add a text note in the 'Tax' tab section explaining the requirement to return to the…

    1 vote

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    0 comments  ·  Payroll  ·  Admin →
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    Hi Kielan, thanks for the idea. While we appreciate your feedback for where to select Working holiday maker, we want to be upfront that we don't have direct plans for making these changes in the foreseeable future.


    As you’ve mentioned there is a placement to accomplish what you're asking here by selecting Working holiday maker in the employment tab under Income type.

  14. 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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  15. 1) Limit which users can use this payment system (for security reasons)
    2) Limit how much they can pay out at any one time (for security reasons)

    2 votes

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    Hi all, while we removed the Pay with Wise, as a follow on from our last update we wanted to confirm that we have released UK bill payments in Xero.

    Customers in the UK can set up direct bank transfer as a payment method for GBP bills to quickly and securely pay bills. Funds are transferred from your bank account by Crezco using open banking. The availability of open banking in the UK has enabled us to offer this on-platform. 🙂- Read more on our Blog

  16. 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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  17. 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.

  18. To make a bank account in Xero to be added to the account watchlist.

    Purpose: Users can easily monitor the bank account that’s added to the account watchlist.

    5 votes

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  19. Ability to make users submit their OSS returns through Xero.

    Purpose: To save time rather than having to submit the returns through the member's states revenue agency.

    12 votes

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  20. Ability to delete quotes permanently in Xero.

    Purpose: To make the ‘All tab’ didn’t get mixed up with the unused quotes that were supposed to be deleted.

    115 votes

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    Appreciate the feedback and interest through the idea here. Being open this isn't something we have plans for at this stage. Current focus is on new invoicing and improving the experience for our users as we edge closer to the retirement of classic invoicing.

    We'll continue to keep our eyes on all sales flow ideas in the forums here and will let you know if there's any updates to share on this idea. 

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