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  1. This applies to Invoice & Bill importing in both live Xero and through the Conversion toolbox. Please allow Overpayments to be imported as separate items to Invoices/Bills & Credit Notes.

    2 votes

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    1. New invoice screen – in needing to see the NET Total GST position, this appears to be no longer available. How can calculating it manually be avoided now?
    3 votes

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  2. 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.

    4 votes

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    Hi Emily, if you are a Xero Partner you can set up report styles which will allow you to add a logo to your reports. Appreciate the other portion of your idea on being able to edit the header and footer of a Projects report which is not possible atm - out of interest is there a specific projects report that you are running in relation to your idea here. This helps when sharing back with our product team.

  3. We create multiple invoices with deferred income. Currently I can approve the sales invoice then under "Invoice Options" copy to a new invoice and all the data is pulled over. I can then adjust the nominal ledger to the balance sheet and approve that, then again from the "Invoice Options" I can add a credit note to the P&L. I can then copy again to create a new sales invoice for the date when the income is due to the P&L and create that and once again add a credit note to credit the balance sheet. I realise this might…

    2 votes

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    Thanks for sharing your feedback and the detail on how you use invoicing here. Just to make sure I understand fully and can share back with the team - when you say you want to retain all the data. It is currently possible to copy an invoice to a new draft invoice for the same contact, however is it that you are wanting the contacts defaults to be applied to the new invoice?

  4. To be able to file a Gross to Net report and subtotal by tracking category. It's the only way that we would be able to report per category of worker. This is built into Sage and really important for a lot of businesses.

    11 votes

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     ·  2 comments  ·  Payroll  ·  Admin →
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  5. Payment processing - when we make a bulk payment on the bills screen they should be sent to a separate tab so that its easy to see when payments are being processed. This would remove the risk of duplication of accidentally processing bulk payments twice.

    1 vote

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  6. Hi

    There is a suggestion to add the function of automatically email employee payslips to their email address instead of spending time to manually do it again and this should be restricted for permitted user access.
    access.

    43 votes

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     ·  19 comments  ·  Payroll  ·  Admin →
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  7. completing a cert IV in accounting and bookkeeping you have to become a user for approximately 10 different companies. Therefore once you have finished your course they sit in your My Xero, the only way to remove yourself as a user it to do each one, can you have an option to remove yourself as a user for multiple companies in one step.

    5 votes

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  8. Can the date leave was applied for and approved be added to a leave request?

    4 votes

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     ·  1 comment  ·  Payroll  ·  Admin →
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  9. Hi, Please can we have the ability to allocate past years overpayments to invoices outstanding after the accounts are closed. These accounts do not form part of the main ledgers, being personal accounts, therefore the allocations should be made possible, as they were in Microsoft MOA. This would tidy up much of the personal accounts for customers and suppliers.
    I look forward to a favourable response.

    Supplier Accounts - Also, are you looking at being made available, statement histories for the suppliers as asked for several years ago and Xero said they were working on it? This is very much…

    1 vote

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    Hi Iris, it sounds like you're using Lock dates here and would like to allocate credit from an overpayment that was created in a locked period to an invoice after the lock date.

    Atm, if you'd like to allocate credit you could either remove the lock date to do this, or apply a refund to the original overpayment and recreate and apply the overpayment for a date post the lock date. We'll continue to track the interest of this here, however want to be open that we don't have plans to change the behaviour of lock dates currently.

  10. It would be good if the "Manual Journal" can be linked to Customer and view at "Billable Expenses - Outstanding".

    1 vote

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    Thanks for submitting your idea on our Xero Product Ideas site. As you mentioned, it isn't currently possible to assign a manual journal to a contact like this.

    We appreciate you taking time to let us know how we could improve Xero for you.

    Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

    If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

  11. Add a send remittance button once a payment is made via the new Direct Bank Transfer Feature.

    I previousley made batch payments via Wise and once the payments went through there was a button to send remittances. This feature is not available when using the new Direct Bank Transfer option. You have to maunally send each remittance advice from the banking screen which is a poor use of time and there is the chance that a remittance advise will be missed or sent twice.

    16 votes

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  12. It would be good if we have an option to recode item codes in bulk within invoices or bills using fine and recode option

    4 votes

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  13. I would love to link the practice to Instagram for clients to find us. I have more followers there than FB. I also get more inquiries from IG.

    1 vote

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    Thanks for your feedback, Tonia.

    While it's not currently possible to add your Instagram link to your advisor listing on xero.com, you could add your Xero advisor listing URL from xero.com to add to your Instagram page.

    We don't have direct plans for adding more social link options to Xero advisor listings atm, but we'd like to get a sense of the community support for this that our product team can consider.

  14. Live timesheet entries will be awesome, instead of having to wait a whole fortnight to check entries from Xero Me(only when submitted), we can check them daily or on a regular basis.

    8 votes

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     ·  2 comments  ·  Payroll  ·  Admin →
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  15. Contact Dojo to arrange an integration with their card payment system as already done with Quickbooks

    17 votes

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  16. Send quotes and invoices via sms

    15 votes

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     ·  6 comments  ·  Admin →
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  17. We need more flexibility in depreciation schedules to add Second Hand Capital Works Assets for rental properties.
    When you buy a second hand rental property, the capital allowances available under Div 43 needs to be calculated on the original cost, however, the total amount remaining to be claimed will be less than this original amount. Fixed Assets in Xero does not currently allow for this. We need to calculate the depreciation on a straight line basis based on the original cost, not what we paid for it and we need to be able to include an opening written down value,…

    8 votes

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  18. We have noticed that for our clients with large transaction volumes (90k+), Xero struggles to generate the GL detail report. Xero often takes 5 minutes+ to generate the report, or in some cases is not able to generate the report for the full fiscal year (either showing a blank screen or popping up an error - "there is no data to display"). Sometimes we have to pull the report piecemeal by account type and then aggregate, in order to present the full GL detail.

    It would be great if Xero could focus on report performance, ensuring that the GL detail…

    5 votes

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  19. In the batch payment transaction screen you have the individual supplier name, bill reference, due date and payment amount but it would be helpful to have the bill date as well

    1 vote

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