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  1. Within Xero Projects, we would like the functionality to be able to amend the project setting so that we can set the default to non-chargeable for bills and expenses rather then the current automatic % markup.

    The current approach means that the project reporting shows bills outstanding when they aren't particularly relevant when you have contractors delivering the work for an agreed price. at the moment we have to go into each category and amend each line item

    1 vote

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  2. My clients access most of their viewing data on the app but cannot see the monthly reports that I publish without logging into the website. Can these published reports be viewed on the app? Can they receive a notification when new reports are published?

    1 vote

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  3. Dear All,

    i have the following suggestion. I think it would make sense to allow the production of a Dividend Voucher in Xero also by in-house accountants, rather than only by an accounting firm that is a Xero partner.

    Many thanks and kind regards, Andrea

    9 votes

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  4. Add a 'Projects' column to Bills rather than having to click 'Assign expenses to customer or project'.

    As a company who have many projects that are a similar (or the same) name as a customer's company name, the current process results in expenses being assigned to a customer and not the project!

    A 'Project' column has been added in the new invoice template so PLEASE add one to the Bills as well!!

    3 votes

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  5. I want to disable Xero from autofilling my tracking categories on invoices. I regularly invoice a client but the invoice tracking category differs regularly. I'm sick of having to correct the autofilled tracking category to the correct selection.

    There also appears to be a bug in this area. When I delete/amend the invoice tracking category that has been autofilled and then alter any part of the line item it reverts the tracking category to whatever it was originally, which is really annoying me.

    this has caused my organisation major headaches now at the end of the financial year and is…

    2 votes

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  6. It would be great if a customer could pay more than one invoice on their account using stripe, perhaps when sending a statement there could be a link for Stripe to include all items in that statement, many of our customers have lots of small invoices that require payment at month end and it isn't practical to ask them to make individual payments

    31 votes

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  7. Why is there a # in the invoice number field? I think only USA use this and it's annoying to everyone else.

    2 votes

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    Hi Claire, I do want to confirm that the '#' symbol is only shown on the view of the invoice in Xero. You'll see once saved or approved only the symbols entered within the field are shown in the Invoice Number column on the list view and this field will show depending ono the branding styles applied to the sent invoice. 

  8. It would be helpful to edit the layout of the Overview payroll dashboard, as you can do with the normal Xero accounting dashboard.

    I can't understand why the 'pay employees' widget is at the bottom, surely running payroll is the primary function so why isn't that at the top? Not all business use the leave and timesheet function, they should be considered secondary.

    3 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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  9. Include the option to add an attachment to a sales invoice note.

    Would be helpful for credit control purposes.

    5 votes

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  10. Add end date to Bank Rules

    Can we have the option to add an 'end/final date' to a bank rule.

    4 votes

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  11. Xero should allow accounting professionnals the ability to EXCLUDE FROM ALL REPORTS all transactions that Xero automatically generates as a reversal because of a modified transaction. We should be able to only report on final transactions and not any of the prior corrections.

    It would be great if Xero would allow for a "historical" report where these transactions can be exclusively reported on.

    1 vote

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  12. On the dashboard, be able to reorder the accounts in the watchlist. At the moment they are shown by default in alphabetical order and can't be reordered.

    21 votes

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    Hi community, as much as we were amped to share that there was work begun to solve for the idea, unfortunately this has been pushed back for now while the team get through a few other developments that are taking priority. As soon as there's change or news to share around the Account Watchlist we'll update you on this, here. 

  13. The filter right now only allows to select all or select/deselect some, but sometimes it would be easier to be able to just exclude something (an account, a group of accounts, a contact, an invoice etc).

    21 votes

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  14. The new mobile functionality for Outstanding Invoices adds more steps to being able to see when an invoice is due.

    In the past, it was a one button press into Outstanding Invoices and it was easy to see the dates for when all invoices were due.

    With the new system, now when you press into Outstanding Invoices, you cannot quickly see the due dates, and it's cumbersome to have to dig into each client by pressing View all invoices, only to then be able to see the due date.

    I believe the previous system was far more effective for a…

    1 vote

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    Thanks for your feedback on the change in the mobile app, Mike. I've passed this onto the team however do want to be upfront that there's no immediate plans around this atm. 

    Instead, the 'Sales' tab invoice list screen might help what you're trying to view. This will show all the invoices and due dates in the same screen. 

  15. Why can't Xero make editing a timesheet easier by automatically showing bank holidays and any days off that have been entered as holiday?

    If the timesheet showed bank holidays or days where time-off has been allocated in a different colour or with an asterisk by the date then checking timesheets against time-cards would be much more straight forward.

    4 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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  16. Allow remittance advice to be sent by email to a customer when they have paid an invoice

    6 votes

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  17. I understand there is history and notes section to show the user activities and login activities. It would be great if there is a log/report that shows the user permission changes. For example, when the new user is created, and created by whom, what permission is given to new user, what permission change is given to existing user and when the user is deactivated and actioned by whom. etc.

    4 votes

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  18. I understand the new journal report can add a column of "Posted by". it would be great if we can also add the "created by" and "edited by" in the report. We want to see a list of creator, editor and poster for each journal (with Journal details).

    4 votes

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  19. in Recurring invoices, placeholders are essential to accurate and meaningful descriptions. Placeholders seem to currently only offer Week, Month & Year but not ‘Day’ or [DATE] or [TODAY]. (with the usual +/- feature). This would be hugely helpful for recurring daily or weekly invoices or for communicating a relevant billing period on a Monthly invoice (that differs from calendar months or calendar weeks) without having to manually update the date in description of every Repeated invoice. Currently more work is required and ALL repeating invoices need manual intervention before approval whereas if this could be automated Bills could be automatically…

    105 votes

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  20. 2 votes

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