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  1. Good Day

    We would like to request that the feature or the option to charge interest on customers for overdue accounts be developed as most other accounting packages has this feature and it becomes time consuming when this has to be calculated and brought in as additional invoices when there are numerous accounts that this needs to be done on.

    126 votes

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  2. Ability to switch between organisations on the Xero phone app. I presently work for several businesses and upload receipts/invoices as go. I presently would need to login and out to be able to do this as I have different email accounts for some of the businesses I work for. I am told that I can only do this if I use the same email account across all clients, this is not possible with in house email accounts.

    6 votes

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  3. At present when you create an invoice and then use the triple dot menu and "get Link" option you are presented with a overlay which gives you the Invoice link that you can give to the customer. But this link includes an extra querystring parameter utm_source - I want a setting that stops this being added to any links.

    The links currently look like this:
    https://in.xero.com/XXXXXXXXXX?utm_source=newInvoicingGetLinkButton

    And I want them to look like this:
    https://in.xero.com/XXXXXXXXXX

    They are long and ugly looking with the UTM parameter and current I have to remove this manually from every link. I also think adding…

    5 votes

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  4. Repeating Invoices - ability to copy existing repeating invoice.

    Reasons:
    - Temporary Discount rewards (Scenario 1 below)
    - Previously agreed future price changes
    - Similar fee package for another client on a recurring basis

    Scenario 1
    - Client signs an ongoing recurring contract Monthly Fee = $1,000 (for illustration purposes):
    - Client sends us a referral, so we discount their fee 10% for the next 4 months (update current recurring amount to $900)
    - After 4 months client's fee will return to the previously agreed amount (create brand new recurring invoice, keying all the same information in, but removing the…

    11 votes

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  5. 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.

    40 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. 

  6. Currently Xero does not assign annual leave and public holiday to a project/job as timesheet doesn't have this function.
    Superannuation generates from payroll (pay run) , however, there is no place to allocate superannuation to different projects/jobs as well.

    3 votes

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     ·  1 comment  ·  Payroll  ·  Admin →
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  7. Option to show negative figures on reports with a minus symbol eg: -£1234 and not (£1234)

    1 vote

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  8. Why can't the payroll be separate to Xero? I can't allocate Employee Groups because I've already got two tracking categories in use!

    2 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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  9. Allow journal entry fields to have a formula or calculation. it would be much easier when doing manual journal entries.

    2 votes

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  10. Allow users the ability to import and export bank rules.

    This would save time having to manually create similar bank rules in Xero, and ease with new client organisation setup

    483 votes

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    Hi community, sometime on since my last post we wanted to provide an update for your all here and appreciate the continued attention this idea is receiving.

    We want to be upfront that at this time focuses for the team are in other areas of bank reconciliation and we don't have any current plans for developing the ability to import and export bank rules from an organisation.

    We understand and know this is important to everyone that has voted for the idea and will continue to review and pay close attention to the feedback and votes here. When there is more opportunity for the team to refocus efforts here we will keep you informed of any progress.

  11. 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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  12. 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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  13. 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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  14. I would like to give the ability to add tracking category to a user that is Invoice only with Approve and Pay permissions

    9 votes

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  15. 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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  16. The Danish Business Authority requires Accounting Systems to be approved by them in order for you to use their system in the country. XERO currently have no plans to get approved by them, I think they should get approval from DBA, and other countries, to enable subsidiaries of Global companies to use the same software as their parent companies.

    12 votes

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  17. 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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  18. 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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  19. To be able to add restrictions to the Read Only permission for users so that bank account details are not available but allow users to only have access to reporting, income/expenditure transactions etc.

    49 votes

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  20. 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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