4813 results found
-
Bills - Awaiting Payment bills summary by supplier
Bills - View bills awaiting payment summarised by supplier with the ability to expand supplier to view invoices and select individually or make changes if required.
You need to use the awaiting payment screen to create batch payments. To make payments you have to select each individual invoice for a supplier which takes time and is inefficient.
Having the ability to view the awaiting payment screen showing summary (total) for the supplier would be helpful. You can still filter dates so you can see everything owed to a supplier within date range. Much like an Aged Payables report. You can…
1 voteThanks for sharing your idea, and letting us know the changes that matter most for you.
We've reviewed your idea to show a summary of bills awaiting payment by supplier and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
-
Stripe Autopay - Report to show Autopay status of an invoice
AutoPay reporting - Xero needs a report that will show all the customer paying by AutoPay or show the percentage of invoices setup with AutoPay or even just have AutoPay Active/AutoPay offered in a separate column on the list of repeating invoices so we could sort by that information to determine how many of our customers are using AutoPay.
1 voteThanks for sharing your idea, and letting us know the changes that matter most for you.
We've reviewed your idea to introduce better visibility of the Autopay status of an invoice and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
-
Bank feed - RHB Malaysia corporate.
Having RHB Malaysia corporate bank account feed in Xero.
1 voteThanks for sharing the bank you'd like us to build a feed with, angel. We appreciate you taking your time to share changes that would be most meaningful to you.
This isn't something we're developing just atm, but it'll be good to get s sense of the interest from your idea here.
You can find out and stay updated with Xero releases on Xero Central.
-
Xero Me - Increase the word count on timesheet notes
Increase word count limit on xero me timesheets 'notes' feature. Make it much larger or unlimited ideally.
1 voteThank you for letting us know that you would like to see an increase in the word limit for timesheet notes through the Xero Me app.
We've reviewed your idea and now it's up to the community to get behind and support it.
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
-
Bank Reconciliation - Add a new account code while reconciling
I wish you could add a new GL account to the COA right from the "create" tab of the match transactions page instead of having to click through to "add details" to access that function
4 votesHi, thanks for submitting this idea. As you mentioned, the Create option doesn't currently have a way to add a new account into your Chart of Accounts.
We appreciate you taking time to let us know how we could improve Xero for you, and your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
-
Bills - Automatically adjust the date on imported draft bills to a set date
We use Xero on top of a project management system (Deltek PIM) which generates employee expenses and supplier invoices. When we export them to Xero they sit as draft bills which we approve. If users of PIM enter an invoice/expense for a prior period, the transaction has to be redated in Xero to prevent it changing the historic management accounts. My suggestion is that there is an option within Draft Bills that would redate draft transaction dates (before posting) to a given date, say 1st of the open period.
1 voteWe've reviewed your idea to adjust the date on imported bills to a set date automatically. It's now up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
Thanks for sharing your idea, and letting us know the changes that matter most for you.
-
AU Payroll - Add 'Save & Next' button to top of employee pay details screen in Pay Run.
In Xero Payroll, it would greatly improve efficiency if the "Save & Next" button appeared at the top of the employee pay details screen, not just at the bottom.
For businesses with detailed pay setups (multiple earnings lines, deductions, reimbursements, etc.), scrolling to the bottom of every employee’s pay screen just to click "Save & Next" is time consuming and disruptive to workflow.
Adding this button to the top would:
Streamline navigation during pay runs
Reduce unnecessary scrolling
Improve accessibility for users reviewing multiple employee pays in one session
This small UI change would make a big difference for payroll…
1 vote -
Bank Reconciliation - Show newest transactions first when sorting
It would be ideal when in reconcile bank, under the Account Transactions tab, that the lines are sorted newest to oldest as the first option under each sort category.
Now that we are years into using Xero, it is not necessary to see the old transactions as a first see option.
I typically sort my account transactions by Status as I want to see unreconciled items on the top and directly beneath that is the reconciled but the first line is the very first transaction posted years before. If I am trying to find a double entry in account transactions…
1 voteThanks for sharing your idea, and letting us know the changes that matter most for you.
We've reviewed your idea to show newest transactions first when sorting and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
-
Quotes - Automatic pre-loaded descriptions for specific customers when creating a quote
Option to have pre-loaded descriptions for specific customers when creating a quote. The description should automatically be present when each customer is selected rather than having to select a code to load it.
1 voteThanks for sharing your idea, and letting us know how pre-filling the description on quotes would save you time.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
-
Reporting - Calculate % from invoices for payment report to Contractors
We pay contractors based on sales reports for each contractor. Getting this report is easy. In fact, Xero does that well. However, to get that same report and deduct a % value or any other value to work out what the contractor payment will be. Then being able to save & print & Email that report. Currently, we export to Excel, and whilst that works great, it is fiddly and time consuming. Probably not for everyone, but handy for some.
1 voteTHi Steven 👋, thanks for raising this idea. We appreciate its not straightforward calculating the percentage of invoices paid to contractors, which we know creates extra manual work. Although this is not on our current roadmap, we will monitor this idea for votes and other comments. However, for now, a workaround would continue to be to export the report and use a spreadsheet application to calculate the percentages. 📈
-
Tracked inventory - Add opening stock when creating new item
When entering a new stock item, there isn't an opening to enter opening stock.
We need to create the item first then enter the quantities in an adjustment tab.
It makes sense to make adjustments to items already created, but surely we should be able enter an opening stock value when creating an item, this would save us a lot of time.2 votes -
Invoice History - Add CC'd Email Addresses for Complete Audit Trail
Ability to cc and bcc when sending emails from xero.
This would be very useful as we have many clients that like to have various other people copied in.
2 votesHey Freya, thank you for raising your idea to add CC'd email addresses for Invoice History. This sounds like it could really improve the tracking and auditing of historic invoices.
We 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. 🙂
-
Dashboard - Remove the "Loading your transactions" message
Right now, the dashboard shows "Loading your transactions" for bank accounts far too often and for far too long. The dashboard should always show the current state of the user's accounts, not what is essentially an indeterminate progress bar. It would be more user-friendly to remove the message entirely because it doesn't give users any actionable information. If new transactions come in while the user is doing things, simply update the dashboard to indicate that there are new transactions to reconcile, even if the user just finished reconciling what was there before.
1 voteHi Adam, thanks for sharing how we could improve your experience when working in Xero.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
-
Tracking - Assign Tracking categories for expense users
It would be useful to be able to assign default tracking categories to users for expense submission so these don't need to be manually added to each individual claim.
1 voteHello everyone, we understand that being able to automatically assign tracking categories to users for their expense claims would be a huge benefit, saving you time and ensuring accurate reporting. 📈
We've heard your suggestions we're continuing to monitor the interest in this idea, but it's not on our current development roadmap. We'll be sure to update you here if anything changes in the future. 👋
-
AU Payroll - Payrun history expand or collapse button OR group in payroll years
Ability to have an expand and collapse button for pays previously posted and presented under Pay Run History.
After using Xero for a number of years, locating a previous pay run becomes looking for a needle in a haystack as this section is just a swamp of pays.
Grouping in payroll financial years or having a date filter would assist greatly also.
1 voteHi Yvonne, thanks so much for raising this idea and sharing your thoughts with us. We totally see how useful it’d be to have the option to expand or collapse pay run history, or group it by financial year in the Payroll product.
As pay run history builds up, it can definitely get a bit tedious trying to scroll through and find what you need. Having a more organised view would really help when you’re digging into older payroll data.
As a temporary workaround, you may find it helpful to use Ctrl + F (or Command + F on Mac) to quickly search the screen for a specific date or payroll year. We know it’s not a perfect fix, especially when there’s a lot of data, but it might make things a little quicker in the meantime.
Right now, your idea’s in the ‘Gaining support’ stage, and we’re keeping a…
-
Bank Rules - Tick box allowing full original description of transaction in bank, to be allocated when reconciling.
In the Bank Rules it would be very helpful to have a tick box that allows the full original description from the transaction in the bank, to be allocated when you reconcile the transaction.
Much like the Set Reference as 'reference/description/etc' option but specifically to include the original transactions detail.E.g. Bank rule & contact would be: 'Pharmacy'
- but the original description in is a transaction from 'Boots £3.50' or 'Superdrug £14.00' so when you apply the bank rule and you check the transaction in 'Account transactions' under the specific nominal (e.g. personal care), the description would say the…8 votes -
Xero Accounting App - Purchase orders in app search feature for tracking
I create a purchase order through the Xero App
I go to Categorise to an account - on my iPhone it has a search accounts feature, on my colleagues Samsung phone there is no search feature - he has to scroll through all the accounts listed to find the correct accounting code
Will this feature be added to Samsung phones?We also found this was the same when selecting Projects or Plant (tracking categories), on my iPhone I had a search feature, on his Samsung he did not and again would have to scroll through the extensive list we have…
2 votesThanks for submitting your idea on Xero Product Idea's. We appreciate you taking your time to share changes that would be most meaningful to you.
We will monitor and track support your idea receives from the community.
You can find out and stay updated with Xero releases on Xero Central.
-
Invoices - Tag, Colour Code, or Otherwise Categorize Invoices
It would be really useful if there was an options to tag or colour code invoices in the list view, so that at a glance we could see invoices grouped together for any given reason.
For example most of my invoices are paid via direct debit, so I'd love a way to tag/colour code the invoices that have not yet signed up for the debit system, so that I can see at a glance how many I am still missing and who I need to follow up on.
3 votes -
Cash Coding - Disable "Save & Reconcile All' button if nothing is ticked
Perhaps it's a bug but, while using cash coding /fast coding of a bank account, if nothing is ticked, I can still click 'Save & Reconcile all', which I have done by mistake on 2 occasions, causing panic and painstaking efforts to find out what had been coded and undo it (it was many things that were not meant to use the bank rule or needed further details) EG on the cash code screen , transactions that match bank rule are prefilled, which is great, but does not mean they are ready, so I should only be able to click…
1 voteHey Hylton, thanks for submitting this idea. We appreciate you taking time to let us know how we could improve the Cash Coding screen for you. You're right that this is currently designed to accept the suggested reconciliations, even if you haven't ticked anything yourself.
This idea can now begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
-
Bank Rec - Logos for transactions
It would be great if Xero allowed businesses to display logos in transaction details, similar to how many banks are now doing. This would make records more visually clear and easier to identify at a glance.
1 voteHi Ahmed, thanks for putting this idea forward!! This is not something we are pursuing at this time but keep an eye out on our Xero Blog to see upcoming improvements and additions, it may be something we do in the future ;)
- Don't see your idea?