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  1. Have a Report that shows all Quotes that have been accepted, but not invoiced. That shows any part invoices that have been raised. We frequently invoice a % upfront, % mid project and then % at the end.

    3 votes

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  2. Email Templates - Supplier remittance to include a place holder option for invoice number.

    12 votes

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  3. Currently when creating batch payment files, multiple bills to the same payee are combined into a single line with only one set of bank payment details (although they appear separate on the batch payment screen in Xero).

    Sometimes different bank reference details are needed for each payment, and sending the details in a remittance advice is inappropriate - it would be helpful if the lines could remain separate rather than combined so that unique bank reference details could be added against each line for the same payee

    12 votes

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  4. The new invoicing update has significantly slowed down my workflow. Previously, the sales account category and GST were automatically applied to all line items on draft invoices created via Projects add on. Now, I must manually input these details on every line, and I can’t save the draft invoice without doing so. We have very long invoices and this is now causing a lot of extra work. Opening case requests has led to empty promises that the developers are aware and are onto it and so I'm posting here in the hope that Xero might listen to this request for…

    1 vote

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    Hi there 👋, appreciate you raising this through product ideas in the hopes of getting more attention for this issue.

    I've taken a look and can see your communications with our Xero Support team, and that this has been raised directly with our product teams. While I have also shared your feedback directly with product on this, I want to be open that the best method to stay updated will be with our specialists via your case on Xero central. As soon as they have any updates they will share with you. I'll soon remove your post from the ideas forum here.

    In the meantime, as they suggested the best solution would be to raise the invoice through Sales and then assign the invoice to your Project.

  5. Would like a pop out screen to view and edit transactions from the transaction report without having to arrow back to the report after each view/edit. Currently it is extremely time consuming with appx 7 back clicks to return to the report after each individual view/edit.

    1 vote

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    Thanks for your engagement and for sharing this idea about editing Spend Money transactions directly from the Transaction Report.

    We've reviewed your suggestion, and it's now open to gain support from other community members. We can definitely see how having to click back and forth to the report after each edit is a time-consuming process.

    Along with votes, others can now comment to share additional detail about how your idea for a more direct editing workflow could improve their experience with Xero. 🙂

  6. I would like to be able to select multiple unassigned expenses in projects to apply to an estimated expense at once.

    1 vote

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    Hi Lisa, thanks for your engagement and letting us know the changes that matter to you in Xero Projects.

    We've reviewed your idea to be able to select multiple unassigned expenses and assign them to an estimated expense at once, and it can now gain support from other community members.

    Along with votes, others can now comment to share additional detail about how this bulk-assignment feature could improve their experience and make managing project expenses more efficient.🙂

  7. Put the paid date on the Invoices screen. It would be really nice to have the paid date showing so I wouldn't have to click on the invoice to see when it was paid.

    17 votes

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  8. Add numerical discount to invoicing in the mobile app. This is a feature on the browser, currently the mobile app only allows a % discount.

    When you go from browser to app having applied a £ discount on the invoice. The app converts it into a % and show different amounts.

    3 votes

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    Hi team, appreciate your feedback and wanting consistency between the web and mobile functionality.

    While I can confirm our product team are aware and across the idea here we want to be honest that we don't have immediate plans for developing the ability to add amount discounts within the Xero Accounting app.

    We'll keep tracking the votes and interest through this idea and update you if there's any news to share.

  9. Can you please update the Bendigo Bank logo to the new and updated version.

    Xero currently uses the old logo.

    3 votes

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  10. Currently, Xero does not have the feature to assign certain working days for part time employees. This becomes very frustrating when doing payroll.

    For instance, an employee works Wednesday to Friday and when a public holidays falls on a Monday, Xero will allocate either all or some of the employees ordinary hours to this date incorrectly. This means we will have to manually adjust it each time.

    A simple resolution would be to set up employees to certain working days, then the public holidays would assign correctly and there would be no need to manual adjustments.

    449 votes

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     ·  59 comments  ·  Payroll  ·  Admin →
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  11. Where you have multiple legal entities that are able to lodge a consolidated BAS/GST return for the Group, having an ability to lodge the one return from Xero, without having to manually consolidate the various legal entities data outside of Xero via excel or some other means.

    4 votes

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  12. Expense claims - Download all pdfs submitted by employees

    15 votes

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  13. UK Payroll - allow employers who have received SMP advance funding to enter the amount received so that the SMP paid is not recovered, and the correct amount owing to HMRC shows on the Taxes and Filings page.

    9 votes

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     ·  3 comments  ·  Payroll  ·  Admin →
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  14. I have wasted HOURS of my time trying to figure out how to get repeating bills to show up. Would be extremely helpful if instead of "Next Bill Date" you say "create bill date" or "generate bill date" which is what I finally figured out it actually IS. "Next bill date" in this instance is very confusing; it's natural to put in the bill date for the following month.

    1 vote

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    We're grateful for your engagement and letting us know the changes that matter to you.

    Our Community have reviewed your idea and now it can gain support from other community members.

    Along with votes, others can comment to share additional detail about how your idea could improve their experience with Xero.

  15. For time tracking against projects it would be really useful if employees with limited access could add time in the same way an admin can via a drop down (rather than clicking in to the project first - which is more time-consuming)

    0 votes

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    Hi Lucy, thanks for your engagement and for highlighting this improvement for the time tracking workflow in Xero Projects.

    We've reviewed your idea to allow employees with limited access to add time via a dropdown menu, similar to the admin experience. It's now open to gain support from other community members. We can definitely see how making this process quicker and more direct would be a huge help for team members.

    Along with votes, others can now comment to share more details on how this streamlined workflow would improve the time tracking experience for their teams.🙂

  16. I would suggest that a QR code can be placed somewhere in the workplace and it can be scanned with the Xero Me app for start and stop times. This way the employees needs to be onsite with their phones to do this. With the way it is now, any start time or finished time can be entered, relying on an honesty system.
    Thanks

    1 vote

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    0 comments  ·  Payroll  ·  Admin →
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    Thanks for submitting your idea on Xero Product Idea's, Andrew. We appreciate you taking your time to share changes that would be most meaningful to you.

    We'll monitor and track support your idea receives from the community.

  17. Report to print Multiple Payslips and sort by Employment Type eg. Casuals, and Pay Period.

    7 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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  18. I have 22 bank accounts and loans on the "Bank accounts page". It would be good if I could quickly filter the unreconciled ones to the top, rather than scrolling through looking for unreconciled accounts.

    2 votes

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  19. If we cannot put a warning against the bad payers, surely it cannot be that hard to be able to change the customers business names into another color (Red) So when you search or create a new invoice, alarm bells will ring and hopefully avoid more loss

    5 votes

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    Hi Todd, have you seen credit limits? These will allow you to set a limit to how much spending a customer can make with your business. When they reach that limit you can also choose whether to restrict invoicing for that customer. This may help with the scenario you're noting here.

  20. Would it be possible to create a contact who is a "sub contact" of an existing contact. For example we perform work for a strata management company. Every invoice is made out to [name of strata company] but the contact details, email address and physical address are all the same - that of the management company. I would love to create [strata management company] as the main contact with all the strata "divisions" they manage below them without having to create a new contact for every single new building. What are my chances?

    22 votes

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    Appreciate where you're coming from with this idea, Kirsty. 

    Right now you could create a Contact Group, and have each related contact assigned to that contact group. Get what you're saying with the efficiency when having most of the same details - for now perhaps importing via csv would help create these in less time. 

    We also have an idea for the ability to copy a contact, and another for contact group statements that you might like to join and follow. 

    We'll start to get a feel of the interest for this type of feature here, and I'll let you know if there's any change planned. 

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