4183 results found
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Remittance Advice - Send from the new Direct Bank Transfer screen
Add a send remittance button once a payment is made via the new Direct Bank Transfer Feature.
I previousley made batch payments via Wise and once the payments went through there was a button to send remittances. This feature is not available when using the new Direct Bank Transfer option. You have to maunally send each remittance advice from the banking screen which is a poor use of time and there is the chance that a remittance advise will be missed or sent twice.
16 votes -
Find & Recode - Use with inventory Item Codes in invoices and bills
It would be good if we have an option to recode item codes in bulk within invoices or bills using fine and recode option
4 votes -
Shopify - Bank Feed for Shopify
Bank Feed for Shopify
I know that there is a Shopify Xero integration but i need a Shopify Xero bank feed only. Is it possible to get one set up?2 votes -
Xero - Add integration with Dojo
Contact Dojo to arrange an integration with their card payment system as already done with Quickbooks
17 votes -
Quotes - Send quotes via SMS
Send quotes and invoices via sms
15 votes -
Fixed assets: Capital Works Depreciation Schedules
We need more flexibility in depreciation schedules to add Second Hand Capital Works Assets for rental properties.
When you buy a second hand rental property, the capital allowances available under Div 43 needs to be calculated on the original cost, however, the total amount remaining to be claimed will be less than this original amount. Fixed Assets in Xero does not currently allow for this. We need to calculate the depreciation on a straight line basis based on the original cost, not what we paid for it and we need to be able to include an opening written down value,…8 votes -
Reporting - Improve General Ledger Report performance for high transaction volumes
We have noticed that for our clients with large transaction volumes (90k+), Xero struggles to generate the GL detail report. Xero often takes 5 minutes+ to generate the report, or in some cases is not able to generate the report for the full fiscal year (either showing a blank screen or popping up an error - "there is no data to display"). Sometimes we have to pull the report piecemeal by account type and then aggregate, in order to present the full GL detail.
It would be great if Xero could focus on report performance, ensuring that the GL detail…
5 votes -
AU - Manually edit AU GST on transactions
In Australia, users need to be able to manually edit the amount of GST paid on a transaction. This is required because certain transactions (particularly grocery and pharmacy transactions) have a mixture of items, some of which have GST applied, and some that do not. Unfortunately, the receipts for these types of transactions do not indicate which specific items have incurred GST - they just have a total amount of GST paid on that receipt. As such, it would be great if users could just override the total amount of GST paid for those receipts. See attached for an example…
62 votes -
Batch Payments - Add bill date to transaction screen
In the batch payment transaction screen you have the individual supplier name, bill reference, due date and payment amount but it would be helpful to have the bill date as well
1 vote -
AU Payroll - Setting up a Director in payroll
AU Payroll - Setting up a Director in payroll
When setting up an Employee in payroll that is only being paid Directors fees, you're not able to add their info directly in the Employee tab. Instead, you need to add the directors' fees pay item to their pay template, while also setting up a 0 rate in the ordinary earnings rate.
It would be great if you could pull the Directors fees through to the Employee tab, rather than having to create a 0 rate to allow setup.1 vote -
GST period settings - Allow for non-standard periods
When a client changes their GST taxable periods (e.g. 2-monthly to 6-monthly filing) they often need to file a return for a non-standard number of months to align with their balance date (e.g. 4-month GST return). It would be nice to be able to change the GST period settings in Xero to allow for the non-standard GST return to be filed directly from Xero.
3 votes -
Expenses - Restrict tracking category options
Currently, all our tracking categories are available to those entering expenses, however, the majority are not relevant to expenses (although they are required for invoicing so we cannot remove them from the list). We would like to be able to chose which items in the categories are available and which are not, just like we are able to with the GL accounts.
1 voteHey Vanessa
Thanks for submitting this idea on Xero Product Idea's.
As you're aware, currently there isn't a restriction on which tracking options you can select when you're entering transactions and expense claims.
We appreciate you taking time to let us know how we could improve Xero for you.
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. 🙂
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Xero Files - Flag duplicates in files
I currently use Xero Files to store documents. Most of the documents are PDF's but some are Excel spreadsheets. Unfortunately, Xero Files doesn't recognise duplicate documents so, when uploading to Xero, it's necessary to compare the Xero file with my personal file in order to determine which documents need to be uploaded. It would be good if Xero Files recognised duplicates so all documents could be selected for upload with Xero simply flagging the duplicates with an option to either "skip" or to "skip all".
1 vote -
Reporting - Profit and Loss format to show EBITDA
Can we please have a few new GL Account categories so that the P&L can be printed in the standard format to show EBITDA, EBIT, Profit before Tax and Profit after Tax.
Should be a fairly simple addition to the available categories, to add Interest, Depreciation and Tax as categories would enable this.
This could also help with the enhancement of the Cashflow Reports.28 votes -
Batch Email feature for queuing send of invoices
When creating invoices there should be a box that when ticked adds the invoice to an email cue. So that at the end of the day you can send the invoices you made and ticked that day to customers. It's really annoying having the invoices separated into several different sections and then having to go and select each individual customer to then send the emails to.
2 votes -
Tracking - Increase tracking options limit
Hi there, we have been using tracking options for our projects and we have now reached the maximum number and reached the limit for it, but we don't want to delete the previous projects<. Just want to know, if we can increase options limit to numbers. Thank you.
Limin Kaka Luo
Thee Group30 votes -
AU Payroll - Automatically email payslips
Hi
There is a suggestion to add the function of automatically email employee payslips to their email address instead of spending time to manually do it again and this should be restricted for permitted user access.
access.41 votes -
Projects | Quotes - Add project title to reference field
I think the idea of Xero Projects is great. However, it requires a lot of hand-holding and reentering information to go through a project life cycle.
Here are my top 10 improvements I think would make a FAR smoother experience.
Pull through items quoted into the project as tasks once 'started'. This should be a bare minimum. At the moment tasks have to be manually added to any project.
Push the project title into the reference tag so it displays in the Xero invoice list (otherwise there is no high-level description of what the job is for an invoice). Or…
4 votesThat's a few points you've listed, Nicholas. Sorry it's taken a while to respond to you here, and do appreciate the feedback.
It's best for each point you've raised to be recorded as separate ideas so the community know what they're voting for, we can get a clear sense of interest in what customers are wanting to see, and we can keep you updated if a particular idea progresses.
We have a few ideas that have been started and appear to relate to things you'd like to see too, I've adjusted the title of your idea here to represent your point on adding the project title to the Quote reference but for the others I'd recommend starting new ideas for each of these so we can start to track the interest from the community.
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Quotes - Create repeating quotes
I note there are repeating (aka recurring) invoices and bills.
I would like repeating quotes as well because every year, we issue a quote to some of our clients for maintenance agreements or hosting agreements. It is basically the same quote every year except that the amounts are adjusted for CPI9 votes -
Xero Expenses - Adjust width of Categories field
Expenses, the Categories field should be wide enough to display the text on the website. Note that the mobile app works fine.
Or there should be the ability to nest categories.
As a web developer, widening the Categories field should be trivial. Apparently not according to Xero support....3 votes
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