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4647 results found

  1. New Invoicing | Billable expense include Item Code and details

    Please keep the current feature of adding item codes to billable expenses so that the preset charge out rate and account pulls through. In the new system adding an item code wipes out the billable expense.

    22 votes
    submitted  ·  10 comments  ·  Business features  ·  Admin →
    How important is this to you?

  2. Payment Voucher – Generate Payment Vouchers.

    Provide users with a streamlined way to create official payment vouchers, including payment details and supporting documents, for improved record-keeping and transparency.

    7 votes
    1 comment  ·  Business features  ·  Admin →
    How important is this to you?
    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, just wanting to make sure we understand the idea correctly here. When you'd like a payment voucher - would this be for accounts payable or receivable?

    On the payables side, perhaps purchases orders could facilitate the record of this in Xero, and you can upload attachments to keep track of files related to a voucher. Alternatively, for accounts receivable, quotes maybe able to support what you're in need of here.

  3. Support - Schedule a phone call using online chat

    Would appreciate if the bot can confirm a schedule conference call. Made an appointment but no confirmation. In the end kept waiting for call to start. Of course nothing happen….

    44 votes
    55 comments  ·  Contacts & communication  ·  Admin →
    How important is this to you?
    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we appreciate seeking urgent help, however right here you're in Xero Product Ideas. This is where you can join and vote on ideas for change at Xero, this is not a direct line to support. This is a public forum where anything you post is visible to others - Please keep this in mind when sharing your details.


    While we don't have an inbound number you can contact our Xero Support team, you can reach them anytime by raising a case through the Contact Xero Support tile found at the bottom of most pages throughout Xero Central.

    If you can provide a little detail on your questions or what you're needing help with we'll be bale to get you in touch with someone with the best skills to help, and generally our specialists are happy to arrange a phone call at a time that suits you.

  4. New invoicing - Use '.' as separators in the date field

    New invoicing - ability to type "." between numbers (like you can in bills) i.e 24.6 then becomes 24 June after you press Tab.

    Right now it only seems to accept 24/6, but I'm sure you used to be able to type 24.6 Tab and then it would convert to the date. If you use "." now, it will default to todays date

    3 votes
    2 comments  ·  Business features  ·  Admin →
    How important is this to you?
    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Understand our customers have different habits when entering dates, Emily. Atm you can use '-' or '/' to separate n umbers in your dates, however as you've found '.' isn't an option. We'll begin gathering interest in this here, and I'll share if there are any updates planned.

  5. Payroll Activity Detail Report (AU & NZ) - Definition of employees in the report

    The new Payroll Activity Detail Report is very hard to read when there is more than a couple of employees.

    I understand that the new report format has been designed to reflect the other updated reports in Xero. However, so that it is more user-friendly, can we have:

    1 - A blank line between each employee so that it is easier to see quickly where one employee's details cease and the next employee's details start.

    2 - Highlight the employee name by shading that line, again to make it easy to see where each employee starts on the report.

    Are…

    26 votes
    submitted  ·  4 comments  ·  Payroll  ·  Admin →
    How important is this to you?

  6. New invoicing - Don't open new tab when clicking the contact

    Dont automatically open a new tab when clicking the contact link in the new invoice or give option to turn this off.
    There is Alt+click shortcut on all browsers to do this already.
    Making this auto open as default leads to too many unnecessary tabs and attributing to a more messy workflow

    7 votes
    9 comments  ·  Business features  ·  Admin →
    How important is this to you?
    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for your detailed feedback, everyone. We do find that customers have differing expectations of how clicking a link should behave.

    With the current behaviour, opening the contact in a separate tab means that users don't lose any information they may have entered in the invoice.

    We don't have any plans for changing this in the near term but it'll be good for us to continue to get a sense of the interest around this from our community here. If there are any changes that may impact this we'll share an update with you all here.

  7. 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.

    10 votes
    submitted  ·  2 comments  ·  Settings & user roles  ·  Admin →
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  8. Bank Feed - Investec (UK)

    Currently, Xero facilitates bank feeds with Investec (South Africa) although does not allow bank feeds to be setup for the UK & Channel island branch - This connection needs to be setup.

    22 votes
    submitted  ·  0 comments  ·  Accounting features  ·  Admin →
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  9. New invoicing copy and merge

    In old invoicing, when you used Copy and Merge into a new invoice, it kept each of the original invoice's items together in order, including the first line description. In the new Invoicing, it groups together all of the like items from each invoice which is incorrect. This needs to be addressed.

    7 votes
    3 comments  ·  Accounting features  ·  Admin →
    How important is this to you?
    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi Lisa, it'd be good to get a closer look at some of the invoices you've copied and merged from and to, so we can get a better look at what's going on for you here.

    I've just tested creating invoices with Copy and merge from the list view using the same inventory items, however these are created as separate lines on the new draft invoice.

    If you can raise a case with our team of specialists through the Contact Xero Support option at the bottom of this page, they can get more detail to investigate and confirm.

  10. New invoicing - View in files library when uploading and option to return to library

    In New Invoicing, I need the ability to view the files in the file library prior to attaching them to an invoice, as I can do in Classic Invoicing. This is because when received into the file library, the files aren't always in the same order as they were scanned. I tried attaching a file using New Invoicing and it wasn't the right file and, because I couldn't return the file to the file library, I had to rescan the document back into the file library. Without the ability to view files prior to attaching them to the invoice, users…

    25 votes
    submitted  ·  12 comments  ·  Business features  ·  Admin →
    How important is this to you?

  11. Email Templates - Add image and hyperlinks

    Can customise email signatures. Add feedback links in emails

    69 votes
    submitted  ·  23 comments  ·  Contacts & communication  ·  Admin →
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  12. VAT - Support TOMS (tour operators marginal scheme)

    TOMS- tour operators marginal scheme
    it would be great that Xero support this VAT scheme.

    5 votes
    submitted  ·  1 comment  ·  Accounting features  ·  Admin →
    How important is this to you?

  13. Reconcile Period - Note Date of Accounts Dashboard Tile

    When an account is reconciled and the report is created for the period, it would be nice if there was a little summary alert for the end date of the most recent report on the dashboard tile (i.e. reconciled up to and including 28 Feb 2025). This would help to make VERY clear immediately which accounts are reconciled to which date and help to plan which accounts need work or need a report and which are done for the reporting period you are working on.

    4 votes
    0 comments  ·  Admin →
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  14. Bank | Reconcile period - Prevent bank feeds impacting reconciled period

    BRAND NEW RECONCILE PERIOD - when a period is 'reconcile' and a report is created it should really prevent bank feeds from interfering. I am told by Xero support this was not considered in the creation of this new feature even though it locks the account separate to the 'financial settings' what is the point if it allows other information to be added once the account is reconciled??

    4 votes
    0 comments  ·  Business features  ·  Admin →
    How important is this to you?

  15. NZ Payroll - Option to create pre-tax deductions

    The new NZ WorkRide scheme works via a pre-tax deduction re salary sacrifice. Xero Support confirmed that right now there’s no functionality in Xero Payroll to process a pre-tax deduction. We have been advised that we need to manually adjust the tax in the draft pay run to reduce the PAYE withheld. Please enable your customers to comply with the NZ WorkRide scheme without the need for manual PAYE adjustments, by creating the ability to process pre-tax deductions.

    40 votes
    submitted  ·  15 comments  ·  Payroll  ·  Admin →
    How important is this to you?

  16. Customer Statement - Total payments

    Customer statements - will Xero enable the functionality to present payments received by customers as 1 line item? We want to see the total payment amount on the statement - not allocated to each invoice as it is currently.

    6 votes
    3 comments  ·  Business features  ·  Admin →
    How important is this to you?

  17. Stripe - Add multiple stripe connections

    We have multiple stripe accounts that we need to connect. It would be great to be able to add more than one strip payment processor that connects to two separate stripe IDs.

    31 votes
    submitted  ·  16 comments  ·  Business features  ·  Admin →
    How important is this to you?

  18. New Invoicing | Files - Bulk select to include all files with online Invoice

    When adding many backup files to an Invoice it would save time if there was a check box to "attached ALL files to online Invoice" rather than having to tick each file.

    3 votes
    submitted  ·  1 comment  ·  Business features  ·  Admin →
    How important is this to you?

  19. Invoicing - Create a Credit Note from a Paid invoice

    We raise an invoice to a client.
    They pay it.
    Then for some reason, something changes.
    We need to raise a credit note against that invoice!

    I know I can create a new one from scratch but I want the history with this particular invoice and all the other details that I have already typed into it.

    What I DON'T want - is to delete the payment, create the credit note, delete the allocation of the credit to the invoice, then reapply the original payment.

    It is not an option within Xero to 'copy to draft' and create a negative…

    6 votes
    submitted  ·  2 comments  ·  Business features  ·  Admin →
    How important is this to you?

  20. Reporting - Filter the Profit and Loss by Contact

    When exporting the profit and loss transactions it would be amazing for one of the columns to show the Contact in isolation rather than merging the contact and description into one field. This would allow much easier spreadsheet analysis by contact.

    42 votes
    submitted  ·  15 comments  ·  Accounting features  ·  Admin →
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