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  1. A simple idea that many people are asking for - statements to 2 person, invoices to another
    Thank you

    2 votes

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  2. We would like to suggest that you enable clients to be able to provide our individual users with specified access to certain functions/reports in the Accounting module.

    2 votes

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  3. Find and Recode payments from imported statements to change the "Received as" feature to Prepayment or Overpayment.

    I have a lot of older statements to import (this particular payment provider does not offer a feed for importing automatically). These payments are nearly all prepayments, and now I have to manually reconcile them to Prepayments. Automation would be a real time saver!

    2 votes

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  4. It would useful to be able to have an edit function that allows you to change a bill to an invoice and vice versa. As clients tend to confuse these and it takes a lot of steps to copy the information over and delete the mistake.

    68 votes

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  5. Overseas Borrower Student Loan repayments have different payment dates (30 September and 31 March), there is currently no functionality within Xero Tax (NZ) to manage these payments. I understand it is not possible for the system to calculate the repayment amounts as these are determined based on the loan balance, but if there could be an override amount like for Provisional Tax that would be useful, instead of having to track these borrowers manually.

    8 votes

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  6. This is an extremely basic feature that must be fixed (in my opinion, a bug). If I create a NEW invoice, but then do not approve it or save it as a draft, and simply close the browser or the session times out) the invoice number that had been temporarily allocated to this invoice is now lost. The next time I open Xero and input a new invoice, it skips that number and uses the next number. This is ridiculous behaviour as consecutive invoice numbers are critical to many companies.

    To fix this, whenever a new invoice is started, the…

    10 votes

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  7. When transactions are listed, to have the same icon that is on other screens that shows a invoice/receipt is attached.
    This will help speed up the process when filing receipts.

    1 vote

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  8. For invoicing - if you copy an existing invoice (copy to draft invoice) - once all information is completed - when you then click "approve and email" it does not offer any credits or prepayments before sending. After you send you return to the invoice - it then shows "apply credit" - but this is too late! If you only click on "approve" then it will show the prepayment to allocate. But I believe you need it on both - approve and email should be included.

    2 votes

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  9. Adding a new customer on the fly.
    The drop down for adding a new customer at invoice does not have any fields for adding the customer the contact. Why

    2 votes

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  10. Automatically captures each line items as indicated in the bill when sending bills directly to draft using Xero Bills email link provided

    13 votes

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  11. Have the option to add individual contact numbers as well s emails for each additional contact from separate departments

    93 votes

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    Hi community, we'd like to confirm that enabling phone numbers to be stored against additional people within a contact record is not something we have plans to develop at this time. This may be a function we look to explore in the long-term so we're still interested to get a clearer understanding of users that'd like to see this developed, and will continue to track this through the conversation here. If there's any change we will let you know on on this idea.

  12. I wonder if it is possible to implement the following simple change to Hubdoc. Currently, when an invoice is downloaded from Hubdoc, the file name is complied as <supplier name><date><amount>. It would be much better to replace <amount> with an invoice number. It often happens the payment batches are being sent to authorisers outside Xero, so an ability to provide a list of sorted files would be great. It also makes an invoice search outside Xero much easier.

    1 vote

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  13. Where there is more than one bank account in an organization, it would be very useful to be able to filter out a particular Cat Code, separately , within each bank account. Currently one gets the entire Cat Code for the entire organization, showing all the bank accounts. Also, the column "Tax" remains blank when a bank account's reconciliations for the date selected are chosen. Please see my uploaded example of just one bank account's reconciliations, which contains every transaction, but no tax shown. The report shows "Gross" and "Net" to be equal, when in fact there are many with…

    1 vote

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  14. The ability to remove the nominal accounts from a budget or show only selection of nominal accounts on a budget report. This would be useful so we can send budget owners a reports which shows only the budget lines that they are interested in and keeps actuals and forecasts in other nominal codes confidential.

    9 votes

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  15. Move the Delete button away from preview in files attached to contacts.
    So many times, I have accidently deleted files attached to contacts. The delete button is right next to the preview. There is no way to restore once deleted..

    8 votes

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  16. I would like to suggest adding the capability to generate Sankey diagrams within Xero. Sankey diagrams are highly effective in visualizing the flow of resources, such as money, energy, or data, through different stages or categories. They could be used to illustrate cash flow, revenue distribution, and expense breakdowns in a more intuitive and engaging way.

    By adding Sankey diagrams, Xero could offer users a more dynamic and insightful view of their financial data, helping them better understand how money moves through their business, leading to improved decision-making and reporting.

    2 votes

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  17. Dashboard - Account Watchlist to include current balance of account (not just MTD / YTD balances)

    2 votes

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  18. Please introduce annualised working patterns, which will enable unpaid hours to be worked out correctly.

    2 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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  19. ALL report filters should EXCLUDE archived and inactive items with the option to Include them as per the attached.

    2 votes

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  20. It would be helpful if you could see if an attachment was uploaded - you could consider showing an Icon outside the RHS of each line., as something Every GST checker needs to do, is make sure they have the appropriate attached Invoice so they can claim the GST. In Xero, it is laborious to have to open each line and check if their is an attachment.

    1 vote

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