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  1. The Classic version of Invoicing used to inform you on the view of an invoice that was created from a Repeating Invoice when the Repeating Template had been deleted.
    The new version does not give you this information resulting in confusion and wasted time.
    Please see screen shots below.
    This is causing us a major headache as we have lots of Repeating Invoices that have to be cancelled and if a user isn't sure new invoicing doesn't help but allows you to go through the process of trying to delete the template again which results in an error.
    Please fix…

    1 vote

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    Hi Chris, we appreciate you raising this message with us. It's something our team have added to their backlog but want to be open that we don't have active plans for changing for the time being. We'll continue to monitor the feedback here and I'll share if there is any progress.

  2. Being able to see a map with the location pins for each customer and sort them by the various Xero groups, would be invaluable. This would enable us to easily visualise our national/global coverage to help better understand regional product usage. As a business that provides products to public locations, it would also be an efficient way to reference existing installations near to new enquiries for them to reference.

    1 vote

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  3. Can you please construct a ‘one-click report’ which shows annual employee costs with:

    • base salary
    • allowances (award)
    • allowances (non-award)
    • total pay
    • annual leave loading
    • super
    • TRP
    • Fortnightly Hours
    • Hourly Rate

    1 vote

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    0 comments  ·  Payroll  ·  Admin →
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  4. Projects - Ability to copy time entries using web platform

    Currently you can copy a time entry using the Projects app but this function does not seem to be availible using the web based software. This could be added to the hamburger menu where at present the only options are edit or delete.

    5 votes

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  5. The ability to transfer any one year budget or overall budget to another year
    This will facilitate annual budgeting as you don't need to start from scratch

    11 votes

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  6. Adding tracking categories to VAT return/reports:

    I would like to run a VAT return/report per quarter to be shown by tracking category rather than as a whole. There is not an option on the current VAT report to add the tracking categories, therefore I think this would add benefits to any client that uses tracking categories for departments.

    39 votes

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    Thanks for your response, Jordan. Can see why the Account Transactions report won't fit in this scenario. 

    To be upfront we don't have current plans around this with much of our reporting teams focus on change in the new reporting framework in lead up to removing older reports in July this year - More on this here 

    I've slightly amended the title of your idea and we'll feel out the interest for this here and update if any change is planned. 

    For now if not already, I'd highly encourage sharing link to the idea here with your clients and colleagues that'd like to see this to support, too. 

  7. I would love the ability to view the Journal entry created by each transaction, from the transaction itself (without having to leave the transaction to pull a journal report). QBO has this option and I find it very useful.

    5 votes

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  8. Xero Analytics Plus cashflow to show a year not just 90 days.
    The current cashflow upgrade from Xero only shows up to 90 day which is weird as in reality you need to forecast for the year. Is this going to be extended to a year like all the other cashflow apps ?

    36 votes

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  9. Need to be able to customise Packing Slip into a delivery note or have a completely separate delivery note. Delivery note requires its own number and suffix and email template. Our invoices won't be accepted unless a delivery note is sent. At the moment this is done manually. Delivery note is very similar to your packing slip but it must say delivery note and would be easier if it could just be sent directly out of your system.

    1 vote

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  10. When I reconcile an expense and attach a receipt, if I then assign that expense to a customer, I have to upload that receipt again to attach to invoice, can this not be changed? If an expense has a receipt attached, when this is assigned to a customer can it not just bring receipt along with it?

    1 vote

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  11. Find and Recode - Contact Groups: I have a need for recoding transactions to add or correct tracking categories based on contact groups. We need to provide summary and filtered reporting based on tracking categories which we cannot efficiently find without the contact group. Please add contact groups to find and recode.

    3 votes

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  12. Please allow payments to be made to an employee after they have left and their P45 has been generated. Sage, for example, allows you to include past employees in a pay run and tick a 'payment after leaving' box which gives the correct 0T tax code and produces the correct FPS submission for HMRC. This is a very basic part of payroll that needs to be included in this system, the option to create a new employee file in order to pay them is not complying with HMRC and is not an acceptable alternative.

    10 votes

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     ·  1 comment  ·  Payroll  ·  Admin →
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  13. It would be really useful to be able to track who made changes to the GST return, including who has reversed a return after it has been filed. If available it would allow a discussion to be had with the relevant person as to why the changes were made - which would save time. A recent example of this is when a GST return was filed and payment of the amount due was made. At a later date the return was then reversed and it is unclear who did this and why. This has resulted in time being spent chasing…

    14 votes

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  14. On the contacts page you can see the bills and the value, it will either appear with the value in the paid column or the due column unless it has been allocated against a credit. Any allocated credit notes and the invoices they have been allocated to appear as £0.00 in the paid and due column. Now as we have to allocate the credits in order to include them in a bulk payment (a completely pointless time consuming exercise still not addressed by XERO! but lets not get side tracked by another basic function missing) the fact the values are…

    14 votes

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  15. It would be great to have a feature where a person gets a reminder that an invoice for a project should be sent out soon. Here is the scenario:

    There are multiple projects in our organisation and they are led by different people. Each project lead is responsible for sending out invoices for their projects as agreed with the client, which could be monthly or bi-monthly or at the start, middle and end of the project.

    So, when a project is set up in Xero, it would be great if there is a function to indicate that the invoices for…

    2 votes

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  16. Please change the Type of the Invoice Reference field on New Invoicing to Allow for extended text formatting capabilities. Make it the same data type as the Summary Field on Quotes or the Description Field on Invoice Line items. So that the invoice reference field allows and saves Carriage Returns and Tab characters.

    3 votes

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  17. 8 votes

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  18. 1 vote

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    Hi Chris, the options for Sales and Purchases are the same in Contact defaults. You'll find there is a 'of the following month' option.

    When you say end of the following month would this be to be able to set the bill due date to change based on the # of days in the month?

  19. Allow us to turn off the pop up that shows when posting a pay run. I don't need reminders to pay the employees and file the pay run especially when I do payroll for 20+clients.

    3 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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  20. Repeating Invoices to have complete the auto tax feature implementation

    5 votes

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