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  1. OLD vs NEW XERO INVOICING

    Invoice Preview: In the old version, previewing a sent invoice shows how many days remain until it is due or how many days it is overdue. However, the new version does not provide this information, it would be efficient and faster to get this info right away

    2 votes

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  2. Could we please add the 'Due Date' option to the Aged Receivables Summary Report. I love the simplicity of this report versus the Detailed report but unlike the detailed report, there is no option to add the due date.

    1 vote

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    Thanks for the feedback, Jodi. When you say you'd like to add the Due date I'm guessing this would be as a column to the report? One thing that would make this tricky is where you have multiple due dates for a customer with multiple invoices in the period the reports being run - what date would you expect to show here?

  3. Currently this only shows over a 12 month period when in all cases I'd like to see how well each customer or supplier has performed against the same month last year.

    At worst could this not simply be a 15 month graph (as if it were 13 then the previous month/previous year would drop of when everything was in by the beginning of the following month?

    • at best could you select filters to compare even the past 3 years by month etc...
    1 vote

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  4. A report to see how much each staff member is billing out per month. There are similar reports like the write on/off report but it doesn't seem entirely accurate.

    1 vote

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    Hi Eilish, is there are particular way your staff are recording how they bill customers through your Xero organisation atm? - e.g are you using Projects, or Tracking?

    As you noted there maybe a report that we an suggest that'll fully serve your needs in this here.

  5. I have had a few scenarios where an employee requests leave and then I have gone into Xero and there are no requests. The employee has cancelled the request, but I have no visibility on this and so I have to reach out to the employee and check so could a notification be sent if an employee cancels a leave request before it is approved? Or if the leave request was left in Xero, but with a 'cancelled by employee' status or something? It is important to have visibility in some form.

    6 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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  6. I would like to be able to flag or log a Xero issue, without having to raise a case.
    Sometimes my colleagues and I are having the same issue at the same time with Xero. Eg. Dashboard not displaying correctly, unable to change organisation from the dropdown menu. But when we go to https://status.xero.com/ everything is showing as "Operational".

    An option of being able to click onto a region; setting; choose the issue would be great. That means that Xero could be alerted quickly if there is a wider issue, or if it's an isolated issue.

    23 votes

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    Hi everyone, we appreciate wanting to help Xero identify and raise issues asap. While we may consider changes to this overtime, to be upfront there are no immediate plans for changing the current method to raise these sort of issues with us. There are a number of troubleshooting steps our specialists will work through with a customer to rule out external factors that could be impacting your experience with Xero, and they'll get the right detail to investigate, triage and escalate if the cause does appear to stem from within the product.

    One area we know customers can commonly run into trouble with is bank feeds, and we do have work going on atm to enable customers to send us an alert if they are experiencing trouble with a bank accounts feed from within their organisation. You can stay up to date with progress for this, on this idea.

  7. Bank reconciliation - Add Bank Account Filter. Allow the user to select One, Multiple or ALL bank accounts to show on the reconciliation scr

    6 votes

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  8. Creating projects in Xero is a great and useful function. Creating estimated expenses inside of the projects is even greater. However, those estimated expenses not showing estimated costs to complete the project is a missing crucial feature for me. Currently the estimated costs do not show in projects summary reports unless there are expenses towards that estimated expense item. This is a major flaw because anyone wanting to track estimated expenses needs to know the estimated costs to complete on all projects.

    Similarly, projects will zero cost or revenue do not show up on project summary reports. This is also…

    3 votes

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  9. We have dozens of parent companies with underlying subsidiaries who place separate orders for separate locations, all under the parent company's credit line/name. These all split into different contacts in Xero when they come in from our order processing system. We need Xero to support hierarchies/parent-child relationships/nested orders, so that all purchases can be aggregated to the parent company, both for tracking overall credit use and for sending consolidated statements that include all purchases from all "children". We work with BigCommerce who has a BundleB2B feature that allows these kind of parent-child hierarchies on the client-facing side, but we can't…

    2 votes

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  10. Hi Team, Im not sure if this has been raised, but can we get the ability when setting up an employee to be able to allocate a % of their salary costs between different department / cost centres. At this stage we do not have the option of splitting salary costs without having to do manual journals

    12 votes

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     ·  1 comment  ·  Payroll  ·  Admin →
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  11. Bank reconciliation screen: Why now, when reconciling, the page shifts down from the top! Shifting up from the bottom would make more sense and be less confusing. I reconcile from the latest and scroll down the page, but the page shift affects the ability to find my place for the next transaction down the list to reconcile. Often, I reconcile a wrong item as the screen header rolls down not up after I have reconciled a transaction. I find I always must readjust my vision. Very annoying.

    2 votes

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  12. Cheque payments should have the cheque number visible for matching in the bank feed. In the past, Xero cheque numbers were displayed with the payment informatio "suggested match" column of bank recs.

    When you have 5+ outstanding cheques for the same amount, it was easy to verify that you were matching the correct one because you could see the cheque number on the bank feed as well as the payment. Now you have to drill down into "find match" and actually open the payment to verify. Very cumbersome.

    5 votes

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  13. Feature: I'd like to be able to format the [Due Date] field when it's included in email templates.

    Use Case: My standard emails include a line which reads "This invoice will be due for payment by 09 Oct 2023". I have to reformat the date to a more readable style every time.

    Basic Outcome: Using standard date formatting you should be able to express the date as "Monday 9 October, 2023" - note that the leading "0" on the date number has been omitted, and also the inclusion of a comma after the month.

    Ideal Outcome: The due date would…

    28 votes

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  14. Allow invoices to still be emailed when using e-invoicing

    2 votes

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  15. It would be helpful if the short-term cash flow could be integrated with the budget. Since we operate on 30-day end-of-month payment terms, the cash flow is often inaccurate. The sales figures are the primary element we would like reading from the budget.

    2 votes

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  16. Currently the prepayments page on workpapers is a permanent workpaper which brings forward all of the prior year entries every year. This means that historic prepayments carry through. Currently they can't be deleted which leads to a cluttered workpaper. It would be great if line items that are no longer needed could be deleted. As per the file attached - it would be ideal if the nil rows could all be deleted.

    2 votes

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    1 comment  ·  Admin →
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  17. I have setup a custom report to generate timesheets for different projects as we need to provide these to customers, along with the invoice.

    Currently, I have to export and then copy and paste and tweak it, to fit into either a PDF or Excel so I can add our company logo and details.

    It would be great if we could add a Header and/or Footer with text and enable the organisation's logo to be displayed when printing to PDF.

    3 votes

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  18. The ability to make pay day superannuation contributions (on a weekly basis) prior to the government mandated deadline of 2026.

    5 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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  19. Email Templates - Supplier remittance to include a place holder option for invoice number.

    4 votes

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  20. Please in the Interests of response times, can you make the Reconciliation page size VARIABLE ?
    With 50 LInes per page the screen response time is TOO SLOW, especially with a filter applied.

    Less lines shown per page would make the screen faster.

    5 votes

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