161 results found
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Invoicing - Increase the number of billable expenses shown on the selection screen
Xero decided to limit the number of billable expenses one can view at a time when invoicing to 10, as was explained to me, because some organizations have a large number of billable expenses and it taxes the system and slows down the process of invoicing if more than 10 show. The exact opposite effect happens, however. Now, one has to page through dozens of windows to find the billable expense, instead of simply scrolling through 100+ bills. Even worse, there is no way to sort the bills, so the target of the invoice may be on page 36 taking…
1 voteHey Scott, really appreciate your feedback on our update here. We want to be transparent that the change to billable expenses in invoicing was something that we implemented due to lots of feedback that we received, and we don't have intentions on returning to the previous behaviour. On review, we first marked this as feedback based on it being a removal of a new feature, however we will shift this to Not in Pipeline to set expectation.
This means other members will still be able to vote on this idea, and we can track if this is still an idea that trends.
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Invoicing from Projects - Sales Account Category and Tax Code
The new invoicing update has significantly slowed down my workflow. Previously, the sales account category and GST were automatically applied to all line items on draft invoices created via Projects add on. Now, I must manually input these details on every line, and I can’t save the draft invoice without doing so. We have very long invoices and this is now causing a lot of extra work. Opening case requests has led to empty promises that the developers are aware and are onto it and so I'm posting here in the hope that Xero might listen to this request for…
1 voteHi there 👋, appreciate you raising this through product ideas in the hopes of getting more attention for this issue.
I've taken a look and can see your communications with our Xero Support team, and that this has been raised directly with our product teams. While I have also shared your feedback directly with product on this, I want to be open that the best method to stay updated will be with our specialists via your case on Xero central. As soon as they have any updates they will share with you. I'll soon remove your post from the ideas forum here.
In the meantime, as they suggested the best solution would be to raise the invoice through Sales and then assign the invoice to your Project.
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Files - PDF File Preview
In files, previewing a PDF that has been uploaded or sent to files will not work for many chrome users.
Upon opening in files, it gives the error "This file can't be previewed with this browser."
This occurs if the user has google chrome, and has google chrome set to "Download PDFs" instead of "Open PDFs in Chrome."
Many people have chrome set this way. Other sites have somehow managed to make their PDF preview still work...hopefully Xero can implement this. The current setup makes it very hard to review uploaded files when they are in PDF format, as they…
3 votesThanks for the detail in your last message, Carlo. We appreciate some users may expect this to work differently, however as you have noted the files preview for PDF's is driven by the browser settings.
If you're finding your PDF's download rather than being able to view them in your browser we would recommend looking at your browser settings to make sure the option to view in browser has been selected (as per the screenshot you shared).
Being upfront this is not behavior that we're looking to change in the near future.
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Report's - GST Audit report, option to print PDF version by Account number
When reviewing the GST Audit Report we are able to sort by account number, but when printing in PDF it reverts back to date sort order. Can we have an option to print to PDF in account code order.
107 votesHi everyone, as you may have seen in recent communications - We've rolled out a new and improved New Zealand GST experience.
While we've made many changes, we want to be open that transactions will only print in date order. This isn't something we have plans for changing in the near future and we'll move the idea to not planned. If our position of this changes at any point we'll be sure to update you of this here.
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Jobber integration to sync data from Xero
There is currently a way one sync from Jobber to Xero. It would be great if a sync from Xero to Jobber can be implemented to records payments in Jobber as soon as a transaction is reconciled in Xero. Similar to what is being one with Thryv and other integrations. This will save me about 1 hour of effort everyday and about 5 hours monthly when the bulk payments come in. I have tried to implement this myself however Jobber API support states they will only allow this if a partner works with them like Quickbooks and Stripe.
1 voteHi Jaco, I want to be open that we don't typically design and build integrations with other apps ourselves. We have a Xero Developer ecosystem where interested parties can come to get information on how to integrate and sync data from Xero with their application. If not already, I'd suggest letting Jobber support team know this is something you'd like to see and if they'd consider expanding their integration for.
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Xero - Maintain previous design style in Xero
Keep the Xero Classic Look everyone preferred.
The design of the New Invoicing, Bills and Fixed Assets pages are sadly reminiscent of an excel spreadsheet.
One of the enjoyments of the Xero software compared to its competitors are the fresh, clean pages that make it inviting to use. When changing to new function, Xero has changed its design elements and is missing the 'attractiveness' that has been part of Xero's signature branding.
Specifically black text, flat checkboxes, grey cell borders and grey column headers makes it feel like an outdated 1990s program.
I am hearing similar comments from my clients.…
5 votesAppreciate your feedback here, and I've shared this back with our teams at Xero. We want to be upfront that as we continue to develop Xero products and features and update technology, this will ultimately result in some change to designs, actions and flows.
Product ideas here is a great place to share what improvements we can make in specific features or how we could develop new features that would enable you to grow your businesses.
As we make decisions around new experiences we're keeping customers front of mind. Our product teams regularly review feedback and consider asks from our community in product ideas. We also do thorough testing before changes are released, to try and make transitions as smooth as possible for our customers.
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GoCardless - GoCardless as a Bank Feed
As the old 'GoCardless for Xero' integration is no longer being developed.
And the new 'GCiX' GoCardless as a payment service integration is even less functional.
Stripe, Paypal, Tyro and eWay all have bank feeds.
We need a functional bank feed for GoCardless.
33 votesHey everyone, thanks for all the support and engagement on this idea.
To be transparent with you all, building a dedicated bank feed for GoCardless isn't something we have in our plans right now.
While we don't have a direct bank feed for GoCardless, we still want to make sure you can easily reconcile these payments in Xero - When your customer pays, Xero automatically reconciles the individual invoice payments and fees in a dedicated GoCardless clearing account. You'll then just need to manually reconcile the bank transfer when the payout from GoCardless arrives in your bank account.
We’ll be sure to post an update here if our plans change.
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Xero Verify app
Allow MyIR account to be added into the Xero Verify app.
1 voteThanks for your feedback, Johanna. I want to be open, while we'll continue to work on improving the experience when verifying with Xero we don't have any plans to remove the Xero verification process or completely integrate this with other systems verification processes.
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New Invoice - Draft Save Time
Though I am grateful and happy that the "New Invoice - Cursor Default Position" was resolved, thank you, it is now affecting the amount of time it takes for the draft to autosave after entering/selecting the contact. The amount of time it takes for the draft to autosave is significantly longer now than it was before the cursor position was fixed. The draft is still "saving" even after I have entered the rest of the information into the date, invoice number, and reference fields. And yes, I have let it complete saving before moving on to any other fields, it…
1 voteThanks for sharing, Angela. With the way autosave works, you should be able to just keep drafting your invoice and it will save in the background. So you don't need to wait.
If you're noticing a significant lag in the invoice saving, this is best investigated by our team of specialists. I'd recommend raising a case with our Xero Support team on Xero Central who can take a closer look into this with you 1-on-1 🙂.
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Some invoices are missing in Xero – Pabbly Connect shows successful execution
I’ve integrated Pabbly Connect with Xero to automatically create invoices. The workflow in Pabbly shows a successful execution, but not all invoices are actually being created in Xero.
Has anyone else experienced this issue?
Is there a way to debug what might be going wrong between the successful webhook execution and invoice creation in Xero?Additional Details:
The webhook receives all required data including customer, line items, and invoice date.
Pabbly workflow shows "Success" status after sending data to Xero.
However, when I check Xero, some invoices are missing entirely.
No error message is shown in Pabbly.
This happens only…
1 voteHi Maheshwara, things that don't appear to be working as they should are best looked into by our specialists at Xero Support you can raise a case with them through Xero Central.
Where you're using an integration we'd generally recommend also contacting their support team as in most cases they have designed and built their integration with Xero themselves and are in the best position to troubleshoot.
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AU Payroll - Ability for Business Owner/Payroll Manager to view & complete draft timesheets
We want to be able to open and complete the employees draft timesheet, if it has already been started. We have enough to do without starting again from scratch what the employee may have already done but just not clicked the submit button.
It is idiotic that, as the owner and payroll manager, that we cannot see an employee's draft timesheets.
As the business owner and Payroll Admin, we should:
- not have compromise our recordkeeping by putting hours directly into the pay slip.
- not have to rely on our employees being available to correct the timesheet at any point in…
174 votesHey Community, thanks for all the support shown for this idea. We understand that the core of this request is for business owners and payroll admins to be able to view, edit and complete draft timesheets.
Our product teams have carefully considered this, however we want to be upfront that developing this capability isn't on our foreseeable roadmap at this time.
The idea will remain open for votes so we can continue to gauge interest, as it will be important for when we next review our payroll priorities. Thanks again for sharing with us here, we really do value your input.
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Xero Accounting app - Reinstate ‘I want to be repaid’ option to How Did You Pay field
I have been a customer for over 10 years.
☹️ You have taken away above feature in the Xero App which I rely on very heavily. I am bitterly disappointed about this. I need this back. Can you please reinstate it?
14 votesHi community, while we appreciate you raising this with us here I want to confirm that there are no plans to bring back the 'I want to be repaid' option in the Xero Accounting app. This option was connected to classic expenses which has been replaced by Xero Expenses where we have a separate app where employees can submit these expense claim type receipts through. If you're not familiar with Xero Expenses just yet, you can find more on this and how to get set up through Xero Central.
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Glitches in the software
I've always felt like your software was created by people who have never used the software themselves because some of the pathways and defaults just don't make sense. Note: I access Xero using the Chrome browser.
Here are some changes that could be made that would really improve the user experience with Xero:When I'm entering bills, some date fields want me to enter the date like this: date/month/year and other times it wants me to enter it like this: month/date/year. It's very frustrating having to switch back and forth randomly.
After I finish putting in a bill, I click…
1 voteHi Jenna, we appreciate your feedback and the detail you've given is great. However, it's best that strange behaviour or performance issues are shared with our specialists at Xero Support who have tools to be able to investigate and escalated with our team if something isn't working as it should.
There are a couple of your points I wanted to confirm here;
- Bills to pay - you are able to set a default page for this. It sounds like it may currently be set to Paid bills in your org. You can set the default by clicking the 3 dots in the top right of the page where you'll see 'Default bill page' to select your preference
- Default for bills due date - From the same place you can go to for invoice (Invoice settings) you can set a default Due date for your bills.
I'd recommend raising a case…
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Login - Account Settings - Log in to - BUG FIX
Please fix the Account setting for the Log in to preference so that it works as advertised.
Currently the option to log in to "The organisation I was last in" does NOT work as advertised. It will log me in to a seeminly random organisation from the list of my organisations.
I believe that it is logging me into the "Last organisation that ANYONE was in"9 votesHi community, returning back to this idea and connecting with product we've found users in the same situation have often accessed Xero from a saved bookmark.
If you're still running into the same and have saved a bookmarked URL to access Xero we'd recommend removing this, and going to my.xero.com, or login.xero.com to login to Xero.
If the issue persists it's really best for our specialists at Xero Support to investigate further. You can reach them by raising a case through Xero Central.
With issues like this being best looked into with our support team directly we'll close this idea. Please feel free to respond to let others know if the method above helps. Thanks!
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Sales Invoice - Include files attached to an invoice when sending
Ability or setting to default include files attached to an invoice when sending from Xero
Purpose | Steps are currently involved to include files that are on an invoice when sending the invoice to a customer, an option like this would ease the process of including files that a customer needs to have access to and see when they received their invoice
303 votesThanks so much for sharing your feedback on this idea, community. We appreciate that having to manually select attachments on every invoice can feel a little fiddly. We get that you want a smoother workflow, that saves you time.
As noted by others in the idea, one option for now would be to add standard files, like your terms and conditions, directly to your invoice template. That way, they'll be included automatically when you send out your invoices.
To confirm how this functionality currently works - this is based on the user and driven by the last invoice that was sent. Where you have files attached, and you had selected to include files as an attachment when emailing the invoice, the next invoice you send with file attachments should have this selected by default.
A caveat to this is when you are working in incognito mode, or refresh your browser…
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Save and continue on draft invoice
New Invoicing - bring back the 'save and continue adding' button in drafts, a feature classic invoicing offered. When completing invoices with multiple lines it is imperative that it you can save during input without having to save and close. Especially now that the new invoicing is unreliable.
1 voteHi Meradene, as new invoicing also encompasses auto save there is no need to manually save your invoice. Once you've added a Contact, as you move between fields of your invoice Xero will continuously save any data you've entered.
It sounds like you may be having trouble with this though and if you're finding you're loosing information you've entered I'd really encourage reaching out to our specialists at Xero Support who can take a closer look to investigate what's going on for you.
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Increase bank account, Invoice and Bill transaction limits
A big request to please increase bank account, Invoice and Bill transaction limits per month (i.e. from 2/4k to 10k+ at least).
3 votesHi Kyle, it's necessary to have some limits in place to prevent performance issues, and I want to be open that we don't have any plans to increase these in the near term.
I'd recommend raising a case to connect with our Xero Support team where our specialists can get more detail from you to understand how you use Xero and possibly make suggestions so you can still achieve what you need using Xero.
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Nab BookKeeper Intergrations
Intergrating with Nab Bookkeeper
1 voteHi Zachary, appreciate you sharing your feedback on how you'd find Xero even more powerful for your business.
Being upfront we don't typically develop integrations ourselves. However we have a Developer Centre where interested parties can get information if they'd like to develop an integration with Xero.
I'd recommend connecting with Nab bookKeeper to see if this is something they'd be interested in building and you're welcome to share the link above.
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Advisor pack - regular Balance sheet (not summarised!)
Can we get a regular balance sheet in the Advisor (management) packs?
For some reason it provides a summarised version, with statutory lines only (eg Fixed Assets, Trade debtors etc) but not the TB account by account.
"More" even has an "Account codes" option, which doesn't work 😕
Come on Xero!
1 voteHi Yaakov, sorry we've not responded to your idea here sooner. Is it possible you have a customised layout applied to the Balance sheet? If you're still finding accounts that you'd expect to be shown not appearing in the Balance Sheet report of your Management report pack I'd recommend raising a case with our team of specialists via Xero Central where we can take a closer look into what's going on.
I'll shortly remove your post from idea here, but please do get in touch with our Xero Support team.
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AU Payroll - Leave liability reporting
We cannot see/create leave liability in our reports and/or our balance sheet.
I wonder how a true business value is going to be shown on balance sheet without this liability.To be frank and honest, it is not an idea, but quite basic necessity.
87 votesFirstly, thank you for all the support and detailed input on this idea. We know an automated Leave Liability Report could be a valuable tool for accurately reflecting a business’s financial position in AU Payroll.
While it’s not something we’re planning to build in the immediate future, we’ve seen some useful suggestions from the community, such as using manual journal entries or tracking in spreadsheets, though we recognise these aren’t perfect solutions.
We appreciate the time and thought you’ve put into sharing your feedback. While we’re moving this idea to Not in pipeline for now, we’ll continue to monitor its traction and share any updates if plans change.
- Don't see your idea?