4829 results found
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AU Payroll - Add Public Holidays (and all other forms of leave) to the Leave Transactions report
Add Public Holidays (and all other forms of leave) to the Leave Transactions report not just Annual Leave and Personal Leave.
Why this isn't already the default behaviour astounds me!
4 votes -
Bills - Option to unapprove
Bills: unapprove option
Have the option to unapprove a bill so it can revert back to draft/awaiting approval rather than having to void a bill and re-enter it.
617 votesHi team, thanks for staying engaged with us here. From your feedback our product teams clearly understand there are legitimate use cases and scenarios in which you’d like to be able to simply unapprove a bill.
While seemingly simple there is a bit of underlying work that needs to be done within Bills to enable us to build this functionality - As you’ll have experienced within the Bills list view - we’re in the process of uplifting the pages in Bills with updated technology that’ll unlock our ability to develop features like unapprove.
So, while it’s not in our roadmap atm, we’re tuned in here and will continue to assess how we may solve this as we plan our future roadmap. I’ll make sure to share any progress with everyone here.
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UK Payroll - Employee Contact Details
Payroll Employee Contact Details would be good to see a column for terminated employee showing date left and employee number
2 votes -
Projects - Repeating projects
Would it be possible to set up repeating projects? IE if I do the same work for a client each month to save me keep setting up a new project could I choose for it to be a repeating project?
11 votes -
Bank Reconciliation - Status terms need to be changed
After a transaction is matched with the online download status should be matched or cleared. Once the reconciliation report is completed the status should change to reconciled. A transactions status should not be deemed reconciled until account is actually Reconciled with the bank statement.
4 votes -
Invoicing - Option to copy different parts of invoice when select option to send to self
Copying part of a sent invoice perhaps just invoice number and amount to my e-mail would avoid a problem I had.
My e-mails were hacked and a monthly rent invoice I had sent was copied the next month with amended bank details.
I no longer send copies to my e-mail although now I have to concentrate more so I know which ones I have sent.
This type of fraud has happened to someone else I know - we are more careful with our e-mail security now.3 votesI'm sorry to hear that your email was hacked, Joanne. As you may have seen in other ideas on the site we are working to develop the History & Notes so you'll soon be able to see detail of the email an invoice has been sent too. Doesn't ideally solve for what you're asking here, so we'll continue to track this separately and update if there's any news of having more control of what you can send with the send to self option.
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Bank Reconciliation - Add calculations into split section of Cash Coding
The Reconcile section split allows you to add, subtract, multiply and divide in the amount cell. The Cash Coding split section does not. I would like the Cash Coding split section to allow for the calculations so that you don't have to hop back and forth between Reconcile and Cash Coding in order to get all of the transactions in. This would save a lot of time for manual entry items.
2 votes -
Batch Payment | Remittance - Selective download/send by supplier
I would really love to have a button where I can download a remittance advice for one certain supplier only in a batch payment transaction.
6 votes -
Payment Services - Add Alipay as a payment service
Proposal: Integrating Alipay as a Payment Option in Xero
Overview
Introducing Alipay as a payment option for Xero invoices will provide significant benefits for businesses engaging with international markets, particularly China. As China is Australia’s largest trading partner, offering a seamless payment method like Alipay will enhance cash flow, improve payment experiences, and reduce barriers for Chinese customers to pay invoices.Key Reasons to Integrate Alipay:
China is Australia’s Largest Trading Partner
China accounts for a significant share of Australia’s exports and imports. For businesses that trade with Chinese companies or customers, Alipay is often the preferred or only method…
3 votes -
Reporting - Sankey Diagrams
I would like to suggest adding the capability to generate Sankey diagrams within Xero. Sankey diagrams are highly effective in visualizing the flow of resources, such as money, energy, or data, through different stages or categories. They could be used to illustrate cash flow, revenue distribution, and expense breakdowns in a more intuitive and engaging way.
By adding Sankey diagrams, Xero could offer users a more dynamic and insightful view of their financial data, helping them better understand how money moves through their business, leading to improved decision-making and reporting.
6 votesInteresting idea and good to hear the different visualisations that'd help our customers understand their business, Paul. This isn't something we have immediate plans for but will be good to get a understanding of the interest from the community here.
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UK Payroll - Salary Sacrifice segregation on Gross to Net report
Currently the Salary Sacrifice is just deducted on the Gross to Net report. Where as on the TB the amount is added. It would be good if this could be segregated.
6 votes -
New invoicing - Print packing slip in one click
We print packing slips for every invoice we print, since the changes xero has made it has added another step in out process, we are all about streamlining our processes. We would like to revert back to the old way as this is adding time and is also adding more unnecessary files to our computer system. please help us to streamline this process again as the current system doesn`t work for us
16 votes -
Reports - "Find a Report" search (from 'Home' tab) returns results from all tabs
Quality of Life suggestion:
At present, typing in a report name into the "Find a Report" search-box will only give you a return if you're in the correct tab (eg. searching from the 'Home' tab will not return any 'Custom' or 'Drafts' reports).
I suggest that reports from other tabs be included, at least when searching from the 'Home' tab, with an icon/heading to distinguish the tab-origin of the report.
(I appreciate 'Published' and 'Archived' returns could run into the hundreds, so perhaps a toggle/filter would suffice to omit/include those returns as desired)
1 voteHi Jonathan, thanks for this fantastic 'quality of life' suggestion. We really appreciate you taking the time to detail not just the idea, but also how it could work in practice.
We've reviewed your proposal to enhance the "Find a Report" search box so it returns results from all tabs – like 'Custom' and 'Drafts' – not just the one you're currently viewing. We can see how this would make finding the right report much faster.
Your idea is now open for other members of the community to support and add their thoughts to. Along with votes, others can now comment on how a global search for reports, perhaps with the filters you suggested, would improve their own day-to-day workflow.
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Invoicing - Adding Direct Debit tab to columns in Awaiting Payment
It would be really useful to be able to have a column in the 'awaiting payment' section where you can mark the group (i.e. Direct Debit) so when you're setting up Telleroo payments / batch payments, you can easily see which one's are Direct Debit suppliers without either running a payables report or clicking into the supplier to see which group they belong to
20 votes -
UK Payroll - CIS Suffered Report, Correct Xero to allocate credit notes correctly
IDEA - CIS suffered report to calculate the CIS suffered correctly.
ISSUE - If you apply a credit note to an invoice that has both CIS labour and CIS materials, Xero does not calculate the CIS suffered correctly. Even though the credit note is coded to the correct nominal code, Xero doesn't recognise this. This causes the CIS suffered report to reduce the deduction amount which is incorrect. This means the figure you submit to HMRC is lower than it should be. Meaning less of a refund of CIS suffered than it actually should be.
5 votes -
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?
2 votesHi 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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Reconciliation - Auto search in find and match screen
when searching for an invoice number in find and match while doing reconciliation, it would be useful not to have to hit enter every time, especially as i can only search one invoice at a time. it all adds up to excess clicks when doing large batch reconciliations
1 voteHi everyone, thanks for sharing your feedback on this idea. We appreciate you taking the time to explain how auto-search in the Find and Match screen could help streamline your reconciliation workflow.
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.
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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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Reconciliation | Bank fee - Cursor default to contact
When adding a bank fee adjustment during the details entry of a reconciliation, it'd save a click to automatically place the cursor focus on the contact field. This already happens when we click to add details to a reconciliation, so it makes sense for the same behavior to occur when we click to add a bank fee adjustment. One click...hundreds of times...lots of efficiency!
1 voteBig thanks to Matthew for kicking things on this! The idea is to have the cursor default to the contact field when adding a bank fee during reconciliation. It’s a small change, but when you’re working through heaps of transactions, it can save a lot of time.
If this would make your workflow smoother, we’d love to hear more from you. Add your vote or drop a comment to let us know, it helps the product team see how much this matters across the community.
We’ll keep you posted here as things move along.
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Contacts - Include an overseas supplier ARN (ATO Reference Number) in contact record
A number of overseas entities, may be registered to charge GST to AU customers, particularly if they are selling digital services into AU. Many of these entities are registered with an ARN (ATO Reference Number), rather than an ABN.
If registered with an ARN, they can charge GST, however the recipient of the service cannot claim the GST credits.
For Xero users, it would be great to be able to include the ARN as part of the contact record - ideally in the ABN field, and potentially with a checkbox to indicate that this is an ARN instead of an…
14 votes
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