4807 results found
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Xero search - Ability to copy an invoice no. without deleting spaces.
In the general search field at the top right, it would be very helpful if the search also work with a space or a few spaces at the beginning. Because if I copy an invoice number in the field I always have to delete the spaces first before the search works - it's annoying.
3 votesHey there, thanks for sharing your idea, and letting us know the changes that matter most for you.
We've reviewed the idea and now it's up to the community to get behind it.
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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New Invoicing - Edit item code without changing Description, qty or price
When copying an invoice, we need to be able to copy and paste in the item code without it deleting all of the description, qty and cost.
You can do this in classic invoicing, but when you do it in the updated invoicing it removes all the data on the line.13 votes -
Organisation settings - Change base currency
It is remarkably convoluted to change the base currency even when no transactions have been posted. It only seems to be possible by cancelling the subscription and starting again. I rely on clients purchasing the software and it is not unknown for them to enter an incorrect base currency. I have used other systems where changing the base currency is very quick and easy. I suggest you make this a little easier.
27 votes -
Organisation settings - Setting to remove data 7+ years old
In NZ we are required by law to keep 7 years of records for the IRD (tax department). I make a point of destroying old financial records that are older than 7 years. Xero doesn't have a mechanism to purge old data. I see in my Xero I full record including invoices, supplier invoices and financial data back to Jan 2014.
I would like to see a system whereby old data was completely wiped, and summary starting figures created for the purged data period, say as at the start of each tax year, for me 1 April 2018 so that…
6 votesAppreciate why you'd like to remove older data from your org after a long period, Steven. Generally we don't want to be touching our customers data, and this isn't something we have plans for implementing. However, we'll get a sense of the interest from others in this here, for our product teams to consider.
Right now, if you'd like to remove older data there are a couple of options;
- You could start a new organisation from the date you'd like to keep records from, setting up the organisation with conversion balances from that date. You could also export and import information from the old org to the new one.
- Change the conversion balances in your existing org and remove older data prior to this date
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Invoicing - Update contact with email used when sending
Under the old invoicing, when an invoice was emailed to a client for the first time, the email address used for that first invoice automatically populated the Contact card's email address at the time the invoice was sent.
This meant that if the invoice was unpaid, the reminder would be able to go to the same person who received the invoice.
However the new invoicing doesn't automatically populate the Contact's email address.
This means an extra step is needed to ensure the Contact card is updated.
If this step isn't taken, then the automated reminders don't go out.
Automation is…7 votesHi Jo, interesting one here as some users would like the contact to be update but also others that wouldn't. It'll be good to get a sense of users that would like to see the contact record updated with the email used when sending from your idea here.
No plans to change this behaviour at present but we'll share if there's any news.
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New invoicing - Make manual tax adjustment to total invoice amount
Retain the This Make manual tax adjustments from the invoice subtotal in New Invoicing. This is a feature that I use as I have to import sales figures from an external program and the VAT figure is different by a small amount But I don't want to have to alter each line on the invoice.
47 votesCan see what you're meaning here, John. I've made a slight adjustment to the title of your idea that I think might help others identify with. We'll start to feel the interest out here and let you know if there's any change planned.
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Contacts | Files - Change the location of View button
Under Customers Accounts, File Attachments - Move the View button for the attachment to the LEFT side and keep the Delete button on the RIGHT side of the attachment. NOT next to each other.
Multiple times, we have accidentally deleted important files from the customer contact account.
4 votesHi Sherri, thanks for your feedback. I know you started your idea in the Navigation and Homepage forum however this appears to relate to the Contacts page where you attach files to a contacts record.
I've slightly update the title of your idea and moved this across forums. We will start to get a sense of the interest in this from the community here.
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BAS - Automatically attach BAS report to draft Bill
When you lodge BAS using Xero automation, it creates a draft Bill. My idea is that the BAS report the bill is based on, is also uploaded to the draft Bill as an attachment.
4 votesThanks for submitting your idea, Marius.
We've 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.
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AU Payroll - Automatically exhaust paid leave before unpaid leave is applied
Payroll - Auto calculate the leave entitlement on employee including the accrual from the current pay period to exhaust all leave before unpaid leave is applied.
6 votes -
Inventory - Landed Cost allocation
Add the ability to allocate VAT, duty, and freight to items/inventory for landed entry allocation. This is available in competitor solutions.
62 votes -
AU - Payroll Activity Summary to show per employee
Payroll Activity Summary to show per employee, not just as a total for all employees. Currently you have to select each employee to generate the totals for 1 employee and if you have 100 employees, that's 100 reports instead of just 1.
Exactly like MYOB does it, sample MYOB report attached.4 votesThanks for submitting your idea, Tom.
We've 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.
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MFA - Move cursor to code field automatically
When I login to Xero, I enter my email address and password and am taken to the second page (MFA).
I'm then asked for the authenticator code, but I have to click into the field to enter the code.
Xero knows that there is an almost 100% likelihood that the first (and only) thing I am going to do on that page is enter the MFA code.
Xero should automatically have the cursor in that field so that I can type the code without clicking into the field.
43 votesThanks for sharing your idea, we've reviewed your idea and now it's up to the community to get behind and support it.
It's great to see other members are already commenting to share additional detail about how your idea could improve their experience with Xero.
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Payment Services - Ability to set Zip fee to be added on top of invoice amount
Please add option in Xero Payment Services to pass Zip transaction fees to customer on top of my invoice amount. At least most of the invoice amount will be paid to me.
Like Stripe card payment service, pop-up could prompt payee to accept the fee on top of invoice amount. The 5-8% zip fee is too high to absorb for my sole trader businesses.
In Xero > Settings > Payment Services - the Zip payment service could have some settings just like Stripe card payments has to choose that option of including fees in the amount or adding the zip…
2 votesThanks for submitting your idea , Michael
We've 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.
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AU Payroll - ECEC worker retention grant
Hello, can Xero please create new pay items to enable correct processing and payment of the ECEC Worker Retention Grant in Australia.
12 votes -
Profit & Loss - Ability to delete line items when creating custom Profit and Loss reports
Hi, it would be amazing to have the ability to delete certain line items to create custom reports (eg - Profit and Loss). I currently need to export the full report into excel and manually delete the lines, but would be nice to have the option to do this in Xero custom reports
3 votesThanks for adding your feedback and votes to this idea. We understand the requests for the ability to delete line items from custom Profit & Loss reports, and we can see how this could help streamline reporting for some workflows.
The idea is currently in the Gaining Support stage, which means it’s open for the community to vote on and comment. These insights help our team gauge interest and guide future development priorities.
Feel free to keep sharing your thoughts or use cases to add more context.
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AU Payroll - HH:MM entry format for timesheets
It would be wonderful to have the option to use HH:MM format for timesheet entries, instead of only decimal time. Hard to convince employees to do timesheets as it is, but to also ask them to convert two weeks of project works over numerous jobs into decimal format is a big ask! Not many people are used to entering 4.6667 hrs instead of 4hrs 40min. If this is a feature of Xero Practice Manager, can it not be easily made available to the rest of us?
18 votes -
User Role - Access to specific feature only
"Business and accounting" role needs ability to more narrowly define. I want an employee to access invoices (receivables) but that then gives them access to ALL financial reporting, e.g. P&L, which I don't want them to see.
434 votesHi community, thank you for your engagement and sharing how you'd like us to evolve roles for customers using Xero. User roles impact all areas of the product, there are many considerations we must factor in when assessing how to solve for majority of our customers needs - As you can see there is a large range of ideas for different roles shared by customers in Product Ideas.
We’re conducting research on the current landscape and how we might approach some of the most predominant needs in roles for our customers. To be upfront, the discovery of this work will be long running and there'll be multiple phases of research and forms of engagement with users that’ll help shape the path ahead in this space.
We’d like to invite you, our community to be part of this research and discovery. This may involve interviews and sharing further feedback through direct… -
Desktop
The new widgets / updates on screen when Xero is first opened is way to busy. Dare I say it Xero needs to have icons on desktop like another accounting program.
For example Financial icon click on that and all associated widgets are there, a bank icon all information is there, sales, purchases etc etc. Not every business owner wants to see all that important information at start3 votesHi 👋 your idea is being looked into by our Community team. We will be in touch soon to update you once your idea has been reviewed.
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Permissions - Give Invoice Only users access to Send/Print for approved invoices
Invoice Only User SHOULD have access to "send and print" feature once the Purchase Order were approved. To address this concern, a user should have an access level of Invoice Only + Purchases, however, changing the permission to this level, the inputs made by other users, which might be confidential and unnecessarily to be seen by others, are compromised. I would like to request to add this feature (send and print) for the Invoice Only users.
10 votes -
Pricing Plans - Make Xero Projects available in the lower tiers of the new pricing plans
With the new pricing tiers coming in September 2024, Projects is only included in the most expensive tier. I currently pay for it as an add-on on a per user basis. With just two of us, this is cost effective. From September, if I want Projects I will have to pay for the top tier, a 30% increase to retain the features I use! Please make Projects available in lower pricing tiers.
54 votes
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