Skip to content

For small businesses

Categories

  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback

4821 results found

  1. We have two accounts (bank & credit card) from the same institution. For bank feeds, please allow multiple logins from the same institution.

    Once we login for a bank feed on one of the accounts, we can't set up the bank feed for the other account. It just asks us to choose the already logged in account.

    This is documented here:
    https://central.xero.com/s/question/0D51N000055543jSAA/how-do-i-connect-two-accounts-from-the-same-bank-that-have-different-logins

    I also reached out to support. They said "a Xero user can only use one set of credentials (per bank) in a Xero organisation. We recommend that you ask another Xero user to login and activate the feed…

    3 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Hi team, thanks for sharing this idea and for the detailed explanation of how this affects your workflow. We understand that it's common for a business to hold multiple accounts with different login credentials at the same bank.

    Currently, Xero's architecture is built to link one set of banking credentials per user in an organisation. While we'll keep this idea open to monitor interest from the community, we want to be transparent that we don't have any immediate plans to make changes in this area.

    The recommended solution is to have another user in your Xero organisation connect the bank feed using the alternative credentials.

    If you would prefer not to have another person involved, you can add yourself as a user with an alternative email address and connect the second feed that way. It is free to add extra users to a Xero organisation, so this will not affect…

  2. The old Xero version of Products and Services was really useful, as would show individual pieces costs to 4 decimal places.
    The new version only shows 2 decimal places - we would really like to be able to see the 4 decimal places again!

    The old version was also more user friendly, as you could 'tab' shortcut from one section to another when making adjustments. The new version you need to use your mouse and select everything which takes much longer.

    Would you be able to update this?

    9 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  3. My payment provider has recently started taking their fee percentage prior to the deposit, versus charging me at the end of the month.

    This has caused each of my deposits to mismatch the invoice total.

    Meaning, I need to add a bank fee on each individual transaction.

    It would be EXTREMELY useful to have a "default bank fee" or "default credit card fee" button that would:

    1) Remember the Contact as [Payment Provider] (currently have to type that in manually)
    2) Add a default description "Credit Card Processing Fee"
    3) Allocate the charge to an account [5150 - Credit Card…

    8 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  4. When you enter an invoice it flags up to say that it has already been entered, with a credit note this function is not available, could this be added?

    19 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  5. Projects- Add date project is started in xero and the name of who started it. This will help us to be able to determine how many days a job took from order date to completion.
    We will also be able to tell who started the project if we need further information about it. Something like the 'History and Notes' in the Invoices, where there is a record of who generated the 'Project' and on what date and who makes changes along the way would be perfect. We currently have a project that we are not able to see when it…

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  6. Generate inventory list report in FC by stock codes as it's very important if you have businesses in various countries with different FC to know an item costs EUR *** in Europe vs USD in USA instead of all in GBP

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  7. I feel it would be very useful that once a payroll is processed and the system uploads payslips into Xero Me that the employees either get an email from the system or the associated app notifies the employee that there is a new payslip available to view.

    I understand that Xero can securely email payslips, but I think that it would be useful for Xero had the ability to be able to automatically notify employees of uploads into Xero Me

    27 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    6 comments  ·  Payroll  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  8. Restricting the Invoice only access so only the contact name can been seen but no further financial information can be seen

    4 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  9. It would be great to be able to choose which headings are visible on the default invoices view. There are some customisable reports which allow you to run a report with your preferred view. But for others such as repeating invoices there are no options.

    Our company has different teams, so for these it would be good to customise the column headers, to show the contact groups the client belongs to. This would allow us to forecast what upcoming invoices are due for each team, so that they can allocate resources accordingly.

    Ideally the following would be helpful
    1) the…

    17 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  10. As the Standard user role is required to send a customer receipts for invoice payments or receive money transactions (https://central.xero.com/s/article/Send-a-receipt-to-a-customer), clerical staff assigned this role can view all bank account balances. As most business owners would prefer that bank balances remain confidential, adding the ability to generate customer receipts to the Invoices Only role would alleviate this concern.

    32 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  11. It would be great for Reports and Custom Reports to have the ability to include a "Last year to Date" Colum. This would improve the ability to compare how the client is progressing Year on Year.

    3 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  12. Projects currently only allows hourly rate, fixed price or non chargeable time. It would be great to be able to select a daily rate option

    9 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  13. We use Xero for our Bookkeeping business & would like to invite clients to view only the information pertaining to their individual business records. Right now, anyone who logs in can see every other client’s information, as well as their own.

    12 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  14. Issue - When accessing the Recent Bill Report from the contact screen the automatic date range is the most current month. If you require anything longer this requires multiple steps to rectify.

    Purpose - To show relevant recent bills depending on the contact/entity, not just the bills in the current month.

    Solution - Have an option to set a custom date range that automatically loads when clicking this report. This custom date range could vary from entity to entity.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  15. Provide the functionality to receive leave requests by SMS notification.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Payroll  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Thanks for sharing your idea with the community here, Rachel. I see it hasn't really picked up interest and with the ability for employees ti submit leave requests via the Xero Me app that is accessible from a mobile device we don't have any plans for developing SMS capability.

  16. Purchase orders should be able to go from approved back to draft inside XERO so that integration to other stock systems does not fail when changes are made in 3rd party stock management systems.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  17. New quote screen has created a lot of extra steps in creating quotes
    i.e.
    - moved buttons out of intuitive workflow space
    - save button now hidden at top right instead of at bottom of quote
    - quote numbers less visible once saved
    - sending a saved quote takes a lot more steps

    Understand the need for new framework but the workflow changes have made creating quotes longer and more complicated. Thanks.

    23 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  18. To be able to view at a glance the 'period taken from a customer to pay invoices' from the Due Date to when the funds have reached the supplier's bank account. This is instead of exporting the Xero report in an excel sheet and then adding a formula to calculate the difference between the two dates. Surely with all the information already stored in the Xero account, this option shouldn't be too difficult to add. Thank you.

    8 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  19. It would be very useful to be able to change the names of the General Ledger Account Types. Also Fixed Assets should be changed to Capital Assets because Capital Assets is really the applicable term because not all Fixed Assets fixed. Machinery, equipment, rolling stocks......

    6 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  20. when doing allocation between an overpayment and a bill, if the invoice is dated within a locked period you are unable to do the allocation, it would be good if you could just do the allocation without having to open the period.

    17 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  • Don't see your idea?