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  1. Would be useful to be able to narrow column width, especially when decimals are removed and more months are required on 1 page. Similar to Excel, where we can change width and height of rows or columns.

    97 votes

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  2. Current subscription payment method only allows debit/credit cards, it creates an additional step for the cardholder to claim back the fund from company every month. Therefore, I need the option to pay for the Xero subscription via auto GIRO deduction directly from company's bank account. It is more logical to have auto GIRO option since the subscription is for company use and the payment is recurring.

    4 votes

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  3. Xero calculates VAT on a line by line basis and rounds up at every instance. This leads to the VAT amount sometimes being more than a few pennies over the top of what it should be.

    I propose that Xero calculates VAT to 3 decimal places, which will mostly eliminate this over payment to the VAT man and overcharging our customers. Or it only calculates VAT at the end of the invoice.

    4 votes

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  4. 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.

    3 votes

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  5. Repeating Invoice - Update repeating invoice if contact email address is changed
    Cant add vote to original post since status changed to "Not Planned" so escalated!

    6 votes

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  6. Not being able to enter an item # in quotes: This is a bad flaw in your software for people selling services and should be fixed. I People doing custom project services will not want to create new "products" every time they do a custom quote, they just want to add Item 1, 2, 3 and start typing work description

    11 votes

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  7. Ability to export and import Notes that are shown in the contact details section as a column in the exported file.

    This would allow bulk update and review of notes that have been added across Contacts.

    113 votes

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  8. There is no reason to override a cogs associated account to a purchase account in the inventory item summary.

    The suggestion is to allow the inventory item summary report to report on items as they are actually tracked on the P&L meaning material purchases are a cogs and should show in the cogs on this report.

    1 vote

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  9. If Reimbursements are meant to be used for certain allowances then we need to be able to set up units and unit rates in the same way as we do for allowances, otherwise the calculation becomes a manual one and leaves room for human error. It also means reporting is not clear on how the amount was calculated as even though you can enter a description on the payslip i dont beleive there is a report that summarises this.
    ie for overtime meal allowances you should be able to show how many you have paid and at what rate so…

    4 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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  10. How about an ability to filter AU, NZ or UK posts only.

    30 votes

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  11. Just wanted to feedback some issues found during brief testing of Hubdoc (as potential replacement for Dext; we'll not be proceeding at this stage) ... here's what we found:
    - different naming conventions - “Credit Note/Refund” equivalent (not sure what it is?) not as intuitive
    - for multi-line entries, it doesn’t tell you what the remaining balance on a bill is (it does provide running total of lines entered but requires external 'calc' action)
    - clunkier on mobile phone - have to log in each time whereas Dext is just snap and go
    - no option to do multiple page…

    1 vote

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    Appreciate your feedback, Rich. It really helps if each idea you is raised separately. This way others know exactly what they're adding their vote for here in community, our product teams can get a sense of interest in a particular feature and we can keep users updated if there are plans made specifically for that functionality.

    In terms of your ideas here I see you've titled your idea to reflect the first point you've raised, it looks like there are a few existing ideas that relates to items you've mentioned, otherwise you're welcome to start a new idea for each other point. Thanks

  12. The new invoicing page design has created a bloated feature-packed version of invoicing that, whilst great for companies who regularly email or print invoices for posting, is an absolute pain in the proverbial to navigate for companies such as ours who only create invoices for accounting purposes, and never send them out.

    For background context, we are a small family-owned investment property company who create invoices in Xero corresponding to rental income statements we receive from letting agencies. We only create the invoices once we've received the statements, so the original invoicing feature was perfect for us. Its replacement is…

    3 votes

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  13. Moving employees from Part-time to causal or visa versa without deleting them!

    The Solve: Just have a date range/calendar within their employee info for what classification of employee they are during that date range.
    Transitioning employees causes undue messiness of information, which is counter to the point of the software. You have 2 employees that are the same person. Which also counts towards how many employees a business has for xero pricing purposes.

    4 votes

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     ·  1 comment  ·  Payroll  ·  Admin →
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  14. Ability to turn off invoice reminders based on the invoice branding template.

    This would mean we can prevent invoice reminders being sent to customers who have payments scheduled via direct debit.

    24 votes

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    Thanks for sharing with us here, everyone. We appreciate there are many improvements our customers would like to see to improve their workflows for setting up invoice themes for their customers. We do have a product team that have been focused on improvements to simplify and enhance the look of branding applied to your invoices. Being upfront this doesn't stretch to adding invoice reminders at the branding theme level for the time being.

    We're continuing to watch and stay tuned to the ideas we have around this in our community and if there are any changes to share we'll post an update for you all, here.

  15. Can there be a system setting which controls the default option on Invoices for the Approve button.
    It is currently Approve & Email and we would like to have the default as just Approve.

    If it was a system setting companies could chose best option for them.

    414 votes

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    Hi community, we’ve just released some new keyboard shortcuts to new invoicing, that cut down the number of mouse clicks and help you perform actions on your invoice with some simple keyboard entry options. 

    There’s a range of different shortcuts that you can explore, and in particular a few that I wanted to call out for ‘Approve’ options that I know will be of most interest to you, here;

    • Approve (Ctrl-Alt-A OR Cmd-Opt-A on a Mac)
    • Approve & add another (Ctrl-Alt-O OR Cmd-Opt-O on a Mac)
    • Approve & print PDF (Ctrl-Alt-R OR Cmd-Opt-R on a Mac)
    • Approve & email / send eInvoice (Ctrl-Alt-E OR Cmd-Opt-E on a Mac)

    While you get used to the combinations of shortcuts our product team have added small prompts to highlight these in the product, and if you’d like to view the full list of options you can see them all on Xero Central

  16. There is a good calendar in payroll that I would like to add to my dashboard so I can keep up to date with daily requirements and also see availability of staff including when they will be on leave from my dashboard

    8 votes

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     ·  2 comments  ·  Payroll  ·  Admin →
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  17. An option to see how many 'days' due in preview section for the new version of invoicing

    Could we have an option in xero please to select 'due 30 days' from when we approve/send an invoice ?
    In the classic invoicing when you preview it (before approving and sending it) it would always say how many 'days' it is due as well as the 'due date' this helps as we expect payment within 30 days of the customer receiving the invoice not 30 days from the invoice date.

    7 votes

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  18. The new invoicing alerts you to a credit on a customer's account if you APPROVE an invoice but if you APPROVE AND ADD ANOTHER invoice it simply moves right on and does not mention the credit. Please could the apply credit option be available regardless of the way you finalise your invoice.

    10 votes

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  19. When a payment is made into the business account an email notifcation is sent automatically.

    30 votes

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  20. We are forwarding inbound invoice emails to the Xero processing address, but, many suppliers send multiple copies (up to 5 or 6) saying "Invoice", "Invoice due in x -7 days", "Invoice due today", "Invoice paid", each with the invoice.

    Going through the duplicates screen is time consuming.

    Please make this easier for bulk actions:

    1) a keep this and delete others (in a group)
    2) a delete all (in a group) - sometimes we get statements or similar sent and right now we can delete the duplicates but have to go back to the invoice list to delete the original.

    2 votes

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