183 results found
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Chart of Accounts - Change Xero's default Entertainment ledger codes
Chart of Accounts - the ledger codes (a) Entertainment-100% business and (b) Entertainment-0%. Can you change these categories? We accountants all know that the descriptions are misleading.
Almost all (unqualified) bookkeepers use (a) for client entertainment and claim VAT. Subsequently, accountants blindly treat this category as business expenses, reducing the taxable profit. (i.e. wrongly deduct it for corporation tax purposes) I cannot tell you how many cases I've seen in the past few years.
Please change the default categories to (a) Staff-only entertainment and (b) Client entertainment?
1 voteHi Ray, appreciate your raising this through product ideas.
We'll get a sense of the interest in changing this within the default chart of accounts from the community here.
Just to confirm, while Xero offers a default chart of accounts, you can import your own chart of accounts to set these up as you prefer, or edit individual accounts within Xero.
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Instagram link
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 voteThanks 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.
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Login - Move 'Trust device' option above Login button
Its a small change but something that bugs me as i do it at least once, sometimes twice, a day.
Currently the "trust this device" check box is below the login button. If logging in solely on a keyboard you have to enter 2fa code, tab twice and hit the space bar to check the trust this device box then shift tab to go back up to the login button. So the keystrokes are enter 2fa, tab, tab, space, shift tab, enter
If the check box was between the password and login button then it would be, enter 2fa code,…
3 votesHi Shane, we're grateful for your engagement and for sharing this idea to improve the login experience.
We've reviewed your suggestion to move the 'Trust this device' option, and it can now gain support from other community members.
Along with votes, others can now comment to share additional detail about how this change could improve their daily workflow in Xero.
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Budget manager - Archive tracking budget if tracking is archived
Budget Manager - Ability to Archive old budgets that relate to archived tracking categories.
At present the budgets still appear within budget manager even though linked to an archived tracking category. It would be great that when you archive a tracking category that the budget is archived along with it or just the ability to archive old budgets in budget manager. At present you can only delete so you lose that history.1 voteWe're grateful for your engagement and letting us know the changes that matter to you.
Our Community have reviewed your idea and now it can gain support from other community members.
Along with votes, others can now comment to share additional detail about how your idea could improve their experience with Xero.
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Balance Sheet - Bank Account assignment with tracking categories
When using Tracking Categories on the balance sheet, we should be able to assign specific bank accounts to specific columns (or tracking categories). it would just be a feature where the balance "as of date" just displays in the column, regardless of all the prior transactions.
Additionally, when paying loans, if a tracking category is assigned for balance sheet tracking purposes using columns, the Bank Balance that is transferred to the note becomes a Liability on the balance sheet. This is crazy. You're essentially reducing the Note liability balance & then increasing it by the same amount as a negative…
1 voteIt does sound like you've set up the Balance sheet in a bit of a niche way to track what you're after here, Sal. Appreciate you wanting more flexibility on how you filter tracking and being able to add a secondary filter for bank account.
I want to be open that this isn't something that we have plans for. We'll continue to track interest from your idea here, but would need to see quite a bit of community support to look at making a change for this in the report.
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Xero Accounting app - View VAT due
It would be extremely useful if we could view VAT on the dashboard of mobile phone app. Director only uses Xero on his phone so can never keep track of what VAT is due.
1 voteThanks for your idea here, Sue. Understand how different details would be helpful for different users on the go through the Xero Accounting app.
This isn't something we have plans for right now, but we'll continue to track the interest from your idea here.
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Email to Bills - Create rules for automating the entry of line items
Automatically captures each line items as indicated in the bill when sending bills directly to draft using Xero Bills email link provided
17 votesHi team, we appreciate the idea here is more surrounding the ability to create rules to help curate the automated entry of data in bills created via the email to bills process.
However, I did just want to confirm the existing options that are available to help with the automatic entry of your bills as there are multiple paths you could explore.
As per this idea, in it's current form email to bills will use the data of your emailed file to automatically create a bill and fill fields.
There is also Hubdoc that you can connect to your organisation and use to publish bills to your organisation, and most recently we introduced Upload where you can upload multiple files to Xero at once to create multiple draft bills.
We don't have any plans around expanding email to bills to add the ability to set rules. but we'll continue to…
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16 votes
Hey everyone! The ability to manually refresh your bank feed really depends on the type of connection you have. For many banks connected via Yodlee, you can already give the feed a nudge and refresh it manually within Xero when you're ready to reconcile. Some of our direct API connections also support this, with a few even importing transactions in near real-time.
As this feature is only available on some feeds, we've moved this idea's status to 'Gaining Support' to align with our new statuses for Xero Product ideas. You can read more about this on our blog.
While building a manual refresh option for every feed type is not on our immediate roadmap, we're keeping a close eye on your votes and comments to help us gauge demand for future work.
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Bank Feed - Anext Bank (SNG)
Adding more banks in Singapore for the bank feed in Xero.
Example, adding Anext Bank into Xero. Will benefit small businesses who are using digital bank like Anext Bank.
5 votesHi all, just updating the status of this idea to Gaining Support here, to align with our new statuses for Xero Product ideas. You can read more about this on our blog.
For the time being, you can keep your accounts up to date in Xero by manually importing statements from Anext Bank. As per our last update below, we'd also recommend sharing this link with your bank to let them know you'd like to see them connect with Xero, and they can fill in the form if they're interested in Partnering with us.
While we don't have any direct plans for this atm, we'll share if any are made with you here.
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Contacts - View all transactions history & notes from contact record
Ability to go into the contact/client and see all notes under history and notes also the notes that are made under an invoice for the client. So ALL notes are in one place and users don't need to run a report to check a note. The former Xero layout had this. Invoice notes showed up under history and notes for the client in the old Xero layout before July 2023.
33 votesHi team, we appreciate that with different places in which notes can be added within Xero right now, you'd like one place you can go to view all history related to a contact. Though we don't have plans of surfacing the individual transaction history & notes on a Contacts record, you may find the History & notes report useful for getting a wider lens.
You'll find with the report you can filter, search and view history and notes across all areas of Xero.
We are continuing to watch the engagement and support for this idea, and will share if there are any updates.
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Import Accounting Data
Given there is an option to 'Export Accounting Data' in 'General Ledger format', why is there no corresponding facility to Import in 'General Ledger Format '? I have a client with many problem transactions locked by accountants. The solution is to start again with a copy of the accounts, which involves splitting the exported data into several different import templates.
3 votesAppreciate wanting to make the process of setting up a new Xero org, especially in the scenario you've mentioned as simple as possible, Kevan.
While this may be something we look at longer term I want to be open that we don't have any plans for a single import across all areas of Xero right now.
There are third party app partners available through our Xero app store that you may like to engage if you'd like help in this migration and set up process.
We'll keep getting a sense of community interest from your idea here and share if there are any updates planned.
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Bank Accounts - Set up loan schedule and amortization
I think we should be able to create with a loan schedule with interest rates, term and amortization instead of having to manually enter the transaction.
42 votesHi everyone, while we appreciate your interest in a direct feature in Xero to schedule and manage loans this isn't something we have planned right now.
We do have some information on Xero Central that may help some here with managing loans in Xero.
We will continue to monitor the community support for this in the forums here, and share if there are any updates.
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Bank Feeds - Bank feed form status for all users
When a bank feed form is uploaded, you can see the status of this - currently if one person has uploaded bank feed form, no one else can tell. Would be great if it just showed "bank feed form uploaded and being processed" or something
11 votesHi everyone, thank you for this great suggestion about making the status of bank feed applications visible to all users within a Xero organisation.
We understand that when one team member submits a bank feed form, the lack of visibility can lead to confusion or duplicate work for others.
We encourage you and other members to vote, and add comments below sharing how having a shared status like "bank feed form uploaded and being processed" would improve your team's workflow.
While we don't currently have plans to build this functionality, we'll be keeping a close eye on the support for this idea here and will keep you informed of any updates.
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Multi-Entity - Intercompany Account Transaction Feed
There should be an ability to set up an intercompany account using the bank feed function between businesses that are 'connected'. This would save countless hours manually journalling transactions. You should be able to create a transaction in the bank feed, or mark an invoice as paid by the intercompany account and the corresponding transaction should show on the respective other company.
11 votesHi everyone, just a quick update from our team. To align with the changes made to Xero Product Ideas, we've updated the status of this idea here.
We encourage everyone who would find this feature useful to please keep voting and sharing your comments below. Learning more about what you would use this for and how it would help your business helps our product team understand the potential impact. Your detailed feedback is a crucial part of our evaluation process.
Thanks for your continued support and for sharing your thoughts with us!
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Invoice - Option for customers to add a tip
Allow customer to add a tip to invoice when paying.
12 votesThanks for the engagement with this idea, everyone. This isn't possible atm however just to provide some options of being able to add a gratuity or tip to an existing invoice.
You could have a inventory item set up for this. When a customer provides you a tip you would then edit the invoice and add this item, entering quantity as 1 and tip amount as the unit price. This way you could have the account and tax rate auto entered.
Appreciate this may not suit all circumstance, but hopefully helps some here.
We don't have any current plans for this but will update you if there's any news.
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Shopify - Multicurrency support
Xero and Shopify integration - Currency should not be an issue to connect both apps, foreign currency should be taking into consideration. A company can be having sales in different currency to different country. Xero and shopify please look into this issue to ensure the integration doesnt limit by the based currency for both apps.
5 votesWe're grateful for your engagement and letting us know the changes that matter to you.
While we don't have any plans for extending our Shopify integration for this atm, we're watching the votes and support for this through the idea here and will share if there are any plans made.
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Bank Feeds - Photo imports from Starling account
Hi there,
Is there any way you could integrate the photos I put on my Starling Bank account of receipts I receive for purchases for my business account, so that I don't have to enter them twice, once on Starling and once on Xero.
I realise this is not an option, as it's not happening, but the notes I add do come through, so could the photos too?
In this new digital paperless world, it would be good not to have to keep every receipt and have to remember to photograph it twice. Hubdoc doesn't help, because you still have…8 votesHi Lynda, thanks so much for taking the time to share this excellent suggestion. Automatically importing receipt photos from your bank directly into Xero is a great idea, and we can certainly see how much time that would save you.
As you've pointed out, you can also import your receipts into Xero by using Hubdoc.
For transparency, the direct bank feed for Starling Bank was developed and is maintained by the team at Starling. This means they control the type of data—like the transaction date, amount, and notes—that is sent through the feed to Xero. For that reason, the best way forward is to make this feature request directly to Starling Bank, as they are in the best position to add this functionality to the feed they provide.
We’ll keep this idea open on our forum to continue gathering interest here.
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Bank Feed - Connect SumUp as a bank account
It would be great to be able to connect a normal SumUp account like you can Stripe or PayPal not just SumUp POS.
12 votesHi everyone, thanks for your votes on this idea. While we're always interested in integrating with more banks, the most effective way to get a new feed established is for customers to request it directly from their bank. The more that SumUp hears from its own customers that a Xero integration for bank feeds is needed, the more likely they are to work with us to build one.
For now, you can manually import your SumUp transaction data into Xero using QIF, OFX, or CSV file types. You can find detailed instructions on how to do this in the Xero Central article below.
This idea is open for voting and comments, and we'll continue to keep an eye on the interest for this idea here.
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Bills - Add a Project column to the Bill entry screen
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 votesThanks for the feedback here, team. While we have made some improvements to the Bills list screen we don't currently have plans for adding Projects as it's own column here.
However, you may have seen you can now quick view bills from the eye icon and edit from the list meaning you can check a bills assignments, edit if you need and then move onto the next without having to move away from the list.
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Fixed Assets - Allow Custom values in depreciation schedule e.g. 50%, 30%, 20%
Please update depreciation schedule to allow for custom percentages per year, for small business in SA it is allowed to depreciate 50% / 30% / 20% over three years but there is no viable way to implement currently.
18 votesHI team, we're grateful for your involvement and sharing through product ideas. To let you know, currently we don't have any plans for developing the ability to add custom percentages in the depreciation schedule.
We'll continue to track the interest from community through this idea and if there are any changes surrounding this we'll share an update with you all.
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