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  1. At a quick count there at least three different date selectors used in Xero. This makes it clunky for users and some date selectors are functionally outdated. Examples, the date selector used in Invoices (best) vs the one used in Reports (worst) vs the one used in Leave.

    Use the same date selector(s) across the entire product. One that allows for:
    - Keyboard entry of date(s), multiple formats eg 23/08/23 as well as 23 Aug 2023 (Invoices does this)
    - Shortcuts like 'This financial year' etc - where applicable
    - Quick year jumps (unlike the date selector in Reports -…

    3 votes

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  2. When you look at an inventory item, it shows that you have that item on order, but it doesn't show you in the history and notes, what PO that the item is ordered on. All it shows in the history is the Bill's and the invoices.

    IT needs to show in the history the PO that the goods on order are ordered on.

    3 votes

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  3. I have clients whose bookkeeper does the payroll and also processes accounts payable/receivable invoices. Currently we can't have submit/draft only invoice access AND payroll access. This means that if they want to do payroll, they also get access to approval of invoices. Can we please create a user role where draft/payroll access is combined?

    34 votes

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  4. It would be great to have the ability to copy a contact in order to create a new one We often have the same agent representing various clients, and creating a new contact for each one is cumbersome. The option to copy an existing contact (making changes to the name or account number but keeping the address, bank details etc) would be extremely useful.

    34 votes

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  5. Suggest Bank rules. When Xero suggests a Contact & Account during the reconciliation we should also have an option to make that a rule so they can use it in cash coding as well. If that is not possible then have the suggested transactions auto fil on cash coding or have a check box like in the reconcile screen to show suggestions

    1 vote

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  6. On the Bills page, the New Bill button has been moved top right. More distance to travel = more time wasted. Need to look harder to find it too because it isn't where it was and the New invoice button still is. No - the new colour doesn't help that much as I am colour blind. Could you please move the New bill button back to top left of the screen like the New invoice button ?

    When I enter a bill where there is an outstanding credit, I go and Allocate credit. Great but after doing that the screen…

    2 votes

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  7. Please add the ability to bulk approve and email invoices simultaneously.

    8 votes

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    Hi Brett, separate actions in them self but it is possible to Approve multiple invoices at once from the Draft tab. When actioned you'll see a message from which you can 'View invoices' and multi select to Email. 

    Being open this isn't something we have plans for right now - Is there a common scenario, or specific reason you'd like these actions as one? It'd be good detail to share back with the team. 

  8. It would be helpful to be able to track who accepted a quote in the history and notes. The customer could have emailed the quote to another party within their organization who accepted the quote on their behalf and we have no way of showing accountability for this.

    11 votes

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  9. Xero Me app no longer allows entry of allowances. Previously employees have had ability to enter their hours and any allowances attached on their templates but apparently since the change to STP2 they have stopped this ability which is crazy. Seems to be no point in using Xerome.

    Seeing we have just spent hours ensuring our clients have mapped the allowances correctly to STP2 categories not sure why this has been removed. Pls vote to have returned.

    10 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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  10. Being able to filter on the Short-Term Cash flow would be very helpful. For example, if I create an invoice but haven't sent it yet, it's included in the projected income, but if I can tell the report to only show invoices that have been "Sent" it would only include invoices that have actually been sent to the client.

    2 votes

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  11. Xero needs to include the field indicators on their printed cheques like all the other Canadian compliant software companies.

    Right now Xero directs Canadians to have their printer include the field indicators on the preprinted stock, but this makes alignment very difficult and most printers won’t. Even the companies that they suggest to provide the stock do not include it.

    2 votes

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  12. Why can't you open a document , press share and the doucment filed into Hubdoc in the same way you can with Xero Files where want to push into Hubdoc initially?

    Also you can seem to add PDF file types (that are not photos taken previously and stored in your phone gallery) with or without downloading the PDF document onto your device first - why is that?

    Is Hubdoc a proper document storage facility?

    2 votes

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  13. For Ledger only clients, who dont need or use the dashboard, there should be an option on the dashboard edit to identify the client as a "Ledger Only Client".

    2 votes

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  14. We need to deposit > 50 transactions on a daily basis. We can't marry up our remittances to our deposits recorded in Xero when done in multiple parts. It's messy and not workable for large volume businesses.

    60 votes

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  15. Exchange Rate - Allow more than 6 decimal places.

    For conversions from smaller currencies (e.g. 1 KRW = 0.00071 USD), users need the ability to place more than 6 decimal places in order to get the exact currency conversion for the transaction. QuickBooks allows this so I don't see why Xero can't implement it as well.

    Xero Central suggested that I make adjustment entries in my Realised Currency Gains account and I find it ridiculous to have to do it than just being allowed to input exact numbers in my original transactions.

    19 votes

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  16. Currently, when creating an invoice, the payment terms dropdown gives you the following options:
    - Today
    - 7 days
    - 14 days
    - EOM +1
    - EOM +20
    - end of next month
    I would like to customise this list; the Australian government has recently brought in payment standards of 5 days if sent by e-invoice and 20 days if not, for all invoices sent to all non-corporate Commonwealth entities (including Defence) and neither of those are amongst the standard options. This means that I have to manually change the due date based on the contract for every invoice sent,…

    12 votes

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  17. Display employee information such as Employment Basis, Employee Group etc next to the employees name when in a draft payslip.

    2 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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  18. It would be really helpful if I could see the dollar amount of bills paid in a date range / selection.

    7 votes

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  19. Invoice templates are editable, but bill templates are not.
    Would like to be able to add searchable fields to a bill without removing those that are already there.

    31 votes

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  20. For smaller companies, it would be helpful to have the option to receive a notification by email or text when there are bank transactions to be reconciled.
    In larger companies, it's a daily routine to do the bank rec of course but not so in smaller companies so a notification would be very handy!

    5 votes

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