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  1. The new invoicing doesn`t transfer the "Reference" field information to the email area and I have to retype this every time. The previous version just transferred it all. Now this means more work, having to input the reference three times in the process
    Also there is no confirmation anywhere that the files I attach are being sent. If you PREVIEW it does not show the files anywhere ?

    3 votes

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  2. It would be useful to look at an activity statement to see how much a certain contact has been invoiced regardless of whether they have paid or not. At present, I can only see outstanding balances.

    2 votes

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  3. Aged Payables Detail Report - when a planned date isn't entered then the due date appears in the report by default.

    Please remove this default and if a planned date is not allocated then leave blank or put Add date.

    2 votes

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  4. New Invoicing. I see we got the ability to mark as sent when printing, which is great and fixes one of many defects which made me go back to classic a year ago. But the prompt that appears is bizzare and confusing. Classic always had "mark as sent" or "leave as it is" ... however new has "mark as sent" or "Canel" - which implies cancel the print job - except it doesn't (the x does this)... So on one hand a user if confused by cancel if they want to print without marking as sent, and 2 if they…

    2 votes

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  5. Having this feature would alleviate the need to click into each expense claim to check the VAT is correct, as it will be included in the expense information along with the spend date and nominal code.

    1 vote

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  6. When looking up product history Xero lists what invoices product was sold on. It would also be nice to be able to see the customer's name. This would make things much easier when trying to look up pricing assigned to specific customers.

    2 votes

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  7. Please implement functionality to record and manage payments on account (advance payments or deposits) without immediately creating an invoice or recognizing revenue.
    This is essential for businesses that routinely accept deposits (e.g., wedding services, contractors, event planners).
    It aligns with standard accounting practices and revenue recognition principles, which is crucial for accurate financial reporting.
    Currently, Xero expects me to record income (as an invoice) up to 18 months in advance! That's not acceptable from an accounting or business management perspective.
    Having this functionality would allow us to:

    Properly manage our customer deposits as a liability until the service is provided…

    2 votes

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  8. 1 vote

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  9. Currently remittance advice can be sent based on payments. It is not possible to send multiple remittances at the same time without using the batch payment method.

    As we have a lot to send, is it possible to look into some ways to send some remittance advice in a more efficient way for cases like with several payments to one person or multiple advice to multiple receivers? Or any automation for regular ones? Instead of downloading PDF one by one / sending email by payments one by one?

    35 votes

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  10. Ability to show Xero Project assignment on the Invoice overview export report an the Bills export report so you can see what sales and costs have been allocated to which project or not at all.

    2 votes

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  11. Ability for advisors to add multiple new chart codes simultaneously - example setting up the current and non current portions of an equipment loan requiring 4 accounts when splitting repayments / unexpired interest.

    2 votes

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  12. It would be helpful to be able to add shortcut icons on the dashboard for all of the things you use every day instead of having to go through the dropdown menus. (similar to the way the old quickbooks used).

    For example, have a way to put an "invoice" icon on the dashboard. Or add "spend money" on the dashboard. Basically have a way to add whatever shortcut icons you want as every business is different.

    10 votes

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    Hi community - There are a few shortcuts that can help you get around and create transactions from many screens in Xero.

    The '+' icon next to Search in the blue banner enables you to create a range of different document types, similarly there are shortcuts that can be entered in Search from the blue navigation bar that will take you to different features for example entering 'r' you can quickly select and be taken to 'All reports'

    Are there other specific shortcuts you'd want to see here? 

  13. I note there are repeating (aka recurring) invoices and bills.
    I would like repeating quotes as well because every year, we issue a quote to some of our clients for maintenance agreements or hosting agreements. It is basically the same quote every year except that the amounts are adjusted for CPI

    6 votes

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  14. Xero Payroll: Have an option to Exclude Kiwisaver from Allowances rather than having to manually adjust

    2 votes

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     ·  1 comment  ·  Payroll  ·  Admin →
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  15. There is currently only one default setting for NI contributions to be made to. It is though necessary to separate out employee and director costs. Even direct employees and overhead categorised employees. Other pay items allow postings to different ledger accounts but not NI deductions. Would just save a lot of manual journal posting to correct payroll run postings.

    3 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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  16. Need to be able to accumulate annual leave and sick leave when an employee has to rates of pay for example: working in two departments - one pay 24.50hr and the other department pays $24.17hr, currently Xero does not accumulate pay on multiple ordinary hours pay rates, one has to be and overtime rate using multiple of hours how can you do this for a rate with a difference of 33c. I also have the same issue with an employee who works week days at one rate, saturdays at another rate and sundays at a third rate. - I have…

    8 votes

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     ·  1 comment  ·  Payroll  ·  Admin →
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  17. ON THE BANK REC IT SHOULD BE SET TO DEFAULT AS OVERPAYMENT TO SAVE TIME

    4 votes

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  18. Requesting to Xero Product Team to please update or make an option in the invoice settings that has a choice for the user to select a Tax Invoice that is UAE VAT compliant for invoicing more then AED10K. Please see attached screenshot to please enable xero invoicing's column to enable the VAT Amount and Sub Total in the Tax Invoice which our clients require and to reduce us from doing manual invoice in the excel that is a redundant work to do. This is very help for the enterprise to be compliant in UAE VAT.
    Also, tried many time to…

    1 vote

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  19. I work for a company where our employees can work on multiple contracts with different pay rates and different working hours for example 2 hours tues and wed at £11.50ph and thurs at £11.75.

    It would be useful if you could allocate an hourly rate to a specific working pattern and then be able to allocate multiple patterns to one employee

    4 votes

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     ·  2 comments  ·  Payroll  ·  Admin →
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  20. On balance sheets or profit and loss reports. It would be amazing if there was a distinction between accounts that have nothing in them (e.g. -) and accounts that have a nil balance (e.g. 0). They currently have the same icon (-). Having different icons would make it easier to distinguish without having to click into the account.

    3 votes

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