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  1. As a bookkeeper, I want Xero to support bank feeds for my company’s Certificate of Deposit (CD) savings accounts. My financial institution (Chase) sends data on my CDs to the Xero feed, however, Xero ignores the CD accounts in feed. CDs are supported by other FinTech companies with similar feeds, and should be a low effort feature for Xero to implement.

    1 vote

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  2. On the Dashboard can Awaiting Payment, Display Current Month and Future as Two Separate Lines. At first glance we want to see what is happening this month, for example are the Receivables greater than Payables this month. Currently the Totals include all future Receivables and Payables. This is difficult especially when Directors are viewing via Mobile, although it's still a problem via PC.

    2 votes

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  3. When emailing a sales invoice which has a credit note applied, the basic email template text should quote the amount owed MINUS the amount of the credit note. The email is incorrect with regard to the amount owed, and customers often erroneously overpay.

    4 votes

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  4. Mobile/ipad bank reconciliation

    Request to show in the suggested green match it is 1 of many if more than 1 matching invoice (as it does in desktop)

    Else payments can be matched to incorrect same value invoices - what a headache to fix later..

    AND

    … find and match can only search by name or invoice number -

    Please add to search by invoice amount (as this will help with when there are multiples to choose the correct one)

    Thank you

    1 vote

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  5. Can Xero please bring back the function enabling the details to be printed with the Chart of Accounts. It was a feature when we converted to Xero, but is no longer.

    7 votes

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  6. For the 'approve and pay' user the remittance function is limited. They should have the functionality to send remittances on a batch payment and also be able to access the remittance button at a later date. An admin member of staff needs access to the full remittance capability in order to complete their duties fully.

    12 votes

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  7. New bills screen - bugs/design that need to be fixed:
    - when filtering the currency column disappears
    - the planned date font size is smaller than the due date font size meaning I can't zoom the screen
    - the from column isn't wide enough so most suppliers' names are wrapping, meaning each transaction takes up 2 lines and results in fewer transactions on one screen and more scrolling, whereas there is wasted space between the planned date, paid and due date columns which could be made narrower

    68 votes

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  8. Xero Bank Feed connections: Would it be possible to connect payment services for Stripe to more than two bank accounts, I can currently setup GBP (primary currency) and USD but can't setup for EUR or CAD. Our Stripe payments are collected in the currency and paid out to our bank accounts in these currencies but the payment service settings will only allow these two currencies to connect to the GBP payments which mean a manual process to transfer between accounts in Xero and ''mark as reconciled'' . The USD payments work great so it would be good to be able…

    6 votes

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  9. I have a client that sometimes has 20+ inventory items on a bill, with similar description, but sizes different. They enter bill in a logical sequential order, but when you add them to the invoice, all to same invoice, its not split between different customers, the items are in a different order with no order, not even items code. IT frustrating client in the process to reorder the items it taking much longer

    1 vote

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  10. Voice automated codes for super approval when overseas where mobile carriers have restrictions on text messaging.

    1 vote

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     ·  0 comments  ·  Payroll  ·  Admin →
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  11. I am trying to archive legacy quotes - I have followed your instructions but when I highlight the selected quotes, there is no option button for archive?

    We want our quotes section to a more true reflection of the current business activity but at the same time do not want to have to delete legacy quotes. There is a need to archive similar to Inventory feature.

    7 votes

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  12. i would like to that when you have made a superannuation payment through Xero, that it creates a bill, with a screen shot or a list of employees that has been paid. will make it easier for when you have an audit.

    4 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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  13. It would be great if you can display taxable pay for period and taxable pay YTD on payslips. This will help employees and employers.

    9 votes

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     ·  1 comment  ·  Payroll  ·  Admin →
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  14. It would be useful if Xero could show when a subcontractor is verified with HMRC, due to the two year verification rule.

    If the date of verification could be shown on a report that would be great, then it would be easy to identify if a re-verification is required.

    1 vote

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  15. Permanent inventory item on a specific invoice template

    For example, we are an automotive repair shop
    If I was to have a specific invoice template for 'vehicle servicing' and would like every service invoice to come up with Sundries and Freight automatically

    This would be a great way to save time as well as making sure everything is being charged out correctly

    11 votes

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    Hi everyone, thanks for your interest in the idea here. While we don’t have immediate work planned for adding the ability to enable permanent items within an invoice template, as mentioned in my last update an option for now would be to create a 'dummy' contact that you could create invoices for and leave in a draft status. When you want to use that invoice as the template you can then use the copy to option.

    On a separate note, our teams are doing some more discovery to better understand our invoicing users and we wanted to engage you all here. 

    As we continue to plan further developments within invoicing, our product teams would like to better understand our invoicing users for future improvements. If you'd be interested in giving your input, we’d appreciate your feedback and have a survey here ✍️that will just take a few mins to fill…

  16. When using Xero Projects, we can assigned Bills and Sales Invoices to a Project.

    However, it is possible to create a Sales Invoice and easily overlook assigning it to a Project.

    There is no way to identify Sales Invoices which have not been assigned to a Project. (A recent update provided a feature to do this for Bills but not Sales invoices)

    60 votes

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  17. Currently when you filter all project reports by a date range it pulls the report based on when you assigned the invoice/expense to a project. Please update the report to pull by the invoice/bill date similarly to all other reports in Xero. This is crucial so you can compare your project reports to all other financial statements to confirm accuracy.

    5 votes

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  18. It would be great to have an option to run a sales report by item which includes draft invoices, delivery dockets, and purchase orders as well.

    For example, I tried to run a sales report on qty of each product sold for the financial year to date and realised this information was inaccurate as we had sold a significant qty as draft invoices (using draft invoicing in lieu of delivery docket functionality), these products were not included in the sales report.

    2 votes

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  19. Ability to enter time not associated with a project.

    1 vote

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  20. Can you please add a filter to the payments page so we can filter them to show just the incoming payments. It would make it a lot easier to reconcile the payments if we don't have to scroll through all the outgoing payments as well.

    2 votes

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