572 results found
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Create an in house Xero-Shopify Integration - ie Not through Bold
Xero use to integrate with Shopify for free - through the services of a third party app developed by Bold. Now the provider of the Xero/Shopify integration (Bold) has introduced a fee for this simple integration.
In my opinion, as Xero is the most expensive accounting software provider on the market, the introduction of Bold's fee for this integration has removed Xero's main competitive advantage. The cost of Xero use to be justified because the Shopify integration was free. Now that you have to pay for this integration as well, users of Xero & Shopify have to pay even more…
1 voteWe hope you heard of our new Xero Shopify integration, built in-house, and launched Nov 2021 😊
The integration syncs your Shopify sales transactions to Xero automatically for easy payment reconciliation. You can choose your automatic sync settings to suit your Shopify settings and align with your business needs.
The integration is available globally. Find more on the integration, how it works and the needs it can solve for your business in our Xero app store. -
Better integration with Shopify for Invoices
Hi there,
I've tried the existing integrations with Shopify and Xero and the only partially viable option available has many problems. We're using this for our website https://discountoffice.co.nz. We've given up on automation between the two platforms and now manually invoicing at the end of the day which consumes a lot of our time. Do you have any plans to develop an official app to integrate the two platforms?
1 voteHello, just letting you know that Our Developer community is the best place to seek out help on oAuth and anything to do with the API and building integrations.
That being said, I also wanted to share about the new integration we announced with Shopify in November last year (2021). The Shopify integration is designed to help business owners save time on admin by reducing the manual data entry and paperwork associated with reconciling and interpreting sales data, giving you an up-to-date view of finances, cash flow and business performance. -
Projects - Detailed Expense Report
Currently there is detailed expense report in Xero Projects. That's why I cannot use Projects for invoicing and billing yet, because we (engineering consulting industry) are required to submit itemized documents to support any invoiced expenses. For example,
- if it's a subcontractor cost, we need to present the subcontractor bill details
- if it's a mileage reimbursement, we need to present mileage rate and number of miles and the employee who requested such reimbursement.
So, please add the expense report feature in Xero Projects!1 vote -
Projects - Assign users to specific projects
Hi,
We run multiple projects with many resources, it would be good if we could assign or restrict user view/access to specific projects.
Thanks.1 vote -
Sales - Automatatically create invoices received from otheir Xero users
Could you please consider the ability to automatically create purchase invoices from sales invoices sent from other Xero users to our account?
Likewise creating contacts should be part of this process - whereby when I receive a sales invoice from another Xero user, I should be able to click a button and it automatically appears in my purchase invoices with the fields already filled up accordingly.
This would automate a big chunk of our invoice processing time because we interact with several other Xero users!
1 voteHello, while save to Xero from an online invoice is still an option, taking a deeper look I see you're based in Singapore.
We now support Peppol eInvoicing in some regions, including Singapore (where it's called InvoiceNow), as per this community request. eInvoicing allows for the features you have requested as well as the ability to send & receive from other software.
For Singapore businesses with Xero, you can connect your organisation with 'Invoici' which will enable you to register with InvoiceNow. - Read more on how this works in Xero Central. -
Community - Restore datestamps on idea posts
Ability to view date stamps against a post in the community forum.
Purpose: The lack of date stamps creates difficulty when you're looking for help/info and you can't feel confident that the information is current.
1 voteHello and welcome everyone! Xero Product Ideas (formerly Feature Request) has a fresh new look and updated features and we really encourage you to keep sharing your thoughts, feedback and ideas with us on this new site.
Along with a larger range of topics to share ideas on, publishing dates of ideas/comments are visible, and you have a new unlimited voting system, If you need more guidance on how to navigate and use the site, have a look at our article here 🙂.
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Direct debit payments for SEPA region
We are looking for a solution where we can generate a SEPA direct debit XML from customer and invoice data in Xero. This XML format is called PAIN.008.001.02 which is supported by all 31 countries in the SEPA region (including the UK). Every bank in the SEPA region lets you upload a PAIN.008.001.02 XML file to collect direct debit.
1 voteHi everyone, appreciate your input here. And thanks to those of you who provided some options too!
As you're aware, we don't restrict currencies/locations from our side, so you can integrate a payment service that supports direct debit payment that's available for the SEPA region.
One of the options that we can suggest to you is to set up GoCardless as a payment service in your Xero org, as they support Direct Debit schemes for this region. You can also check out their API documentation here, if you need to see it.
That being said, we'll mark this request as 'delivered'. -
General Ledger Detailed Report
Would you please create a General Ledger Detailed Report so that we can have a nice Xero standardized report instead of having to export to excel and print from there.
We need to send this report to clients, and it isn't very attractive at the moment - printing from excel.
1 voteHi everyone, 100% appreciate everyone wanting to hear from us in the idea here! We've made big strides with reporting across Xero and have more improvements in store.
We've put a lot of focus into the Account Transactions report, and with options to include all the detailed columns as the General Ledger Detailed report, as well as have a running balance you can create the report you're after in Xero, or exported to be able to share with clients.
Once set up, Save your report as custom, and if you think you'll often access it you can Favourite to jump on in, anytime! 😊 -
AU Payroll: Reports - Ability to make Payroll Reports favourites
Hi Xero,
I'd like to make some of the Payroll Reports "Favourite". Is it possible to add the little blue star button also for the Payroll Reports?
Thanks1 voteHey team! Just popping back to let you know this release has now gone global - all reports including the Payroll ones are now able to be favourited, going to return all your votes and mark this one as delivered now.
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Cash Summary Report - Sort by Account Code
Would love for the Cash Summary report to be able to be sorted by Account Code (like the P&L can).
Thanks,
1 voteHi everyone, we're now happy to say that the enhanced Cash summary report is now released, which has the ability to sort by account code.
To do this, you can click 'More', then tick 'Account codes' checkbox. Once this is done, you can also save the report as 'Custom' if using account code is your preferred layout, so the next time you open the report, you don't need to tick the checkbox again - see our article for more information.
Thank you for your feedback here everyone, we'll mark this request as delivered so the votes will return to you all 🙂. -
General Ledger - Sequential transaction numbering and dating
To have a sequential transaction number and date in the General Ledger.
Purpose: To have a better audit trail in Xero.
4 votesHi community, rounding back on the idea here we have just released the new General Ledger Detail report which includes the ability to view by Date and now also add Journal ID as a column within the report.
Once you've got the report set up how you like, save it as Custom to return to this same layout whenever you need. 🙂
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Business Snapshot Report - Add Custom Date Range Option
Not sure if this feature is already coming but would be great to be able to use a custom date range in the Business Snapshot reporting. We have clients who run on a 4-4-5 basis so would be great to be able to produce the report for their accounting period.
5 votesHi all
To use custom date ranges, and get access to more advanced features, you can upgrade to Xero Analytics Plus.
You can do this either by upgrading your subscription to the Ultimate plan, or by selecting it as an add-on.
Here's more info about Xero Analytics Plus and our pricing plans.
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Reporting: Receivable Invoice Summary - Adding date paid column
Adding date paid column into Receivable Invoice Summary report.
Purpose: To make users’ easier when doing the calculation of average days paid by each customer.
3 votesHello community, we’re happy to let you know that you’re now able to add a date paid column in the Receivable Invoice Summary report. To see the date paid column in this report, you’ll need to tick the ‘Last Payment Date’ option under Columns.
Thank you for raising this idea, we’ll now move this to ‘delivered’ status
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Reconciliation - Amend tracking & account codes on paid invoices without redoing the reconciliation
It would be really helpful to be able to amend the account codes and tracking codes etc on an invoice that has been paid (this is possible for a bill!). It's quite cumbersome to unhook the spending and re-reconcile, especially when items need amending that are quite complicated
1 voteHi 👋, this is actually already possible with the use of Find & Recode - See more in our article.
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Search by customer account number
Since the update, we can no longer search by customer account number.
1 voteThank you for your input here.
We’re currently modernising our ‘underhood’ technology for Contacts, so we can build more features faster in the future. However, I’m happy to say that we've already released the new version of the ability to search contacts using the account number.
Because of this, I'll mark this request as 'delivered', so the votes can be returned 🙂. -
Projects: Reporting - Bills assigned to a Project
Ability to to show periods of bills that haven't been matched to a Xero project.
Purpose: to confirm that all bills are being assigned to properly to Project.
297 votesHi everyone, thanks for your patience. Ability to view bills that have not been assigned to a project is now live to 100% of users.
To access this feature;- Click the 3 dot drop down menu from the Bills list screen
- Select 'Bills not assigned to projects'
You'll be taken to a page where you c an select the date range for viewing bills that have not been assigned to a project in your organisation, where you can then edit and assign each bill.
Alternatively, go to Projects and select Add > Expenses from bill to get to the same screen.On a separate note - taking on your recent feedback I do want to confirm that this feature is limited to Bills at present and does not extend to Sales invoices.
We understand the importance of being able to make use and understand dates associated to projects - We made… -
Invoice settings - Separate Item & Description for new invoicing
Separates Item and Description in new invoicing
1 voteNew invoicing has had a bit of improvement and along with separate Item and description fields, you'll see there's an option to show or hide which fields of your invoice lines are shown. 😊
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Projects: Reporting - Show transaction detail amounts based on the transactions date
Ability to filter and view results in the Project Reports by date on the transaction, rather than the date it was entered in Xero
Purpose: Understand total costs assigned to a project/all projects at a certain point in time.
19 votesHi everyone, thanks for voting on this idea! The new reports mean that you can now report by the transaction's date 🎉
Here's more information on how reporting dates work in the Project Details report
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AU Payroll - STP Finalisation Totals & Report
Ability to a total of all employees gross wages, and download figures for each individual employee with the total lodged with the ATO.
Purpose: To be able to see employee list with total amounts for each category (gross, tax, super, lump sums) after lodged with the ATO
6 votesHi everyone, appreciate this idea has come from the prior Feature requests forum and to explain what is currently available - You can export a .CSV with all employee detail before finalisation.
From the STP Finalisation screen, select the check box at the top of the list for all employees - at the bottom of the page you'll see an Export .CSV option become visible, so you can view all the payment information before it's sent across to the ATO.
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Reporting: Aged Receivable Report - include customer credit limits and due dates of invoices
Ability to include customer credit limit and due dates of invoices in Aged Receivable report.
Purpose: To be able to get a better view of the customer’s ability to pay and the outstanding invoices.
29 votesHi community, rounding back from my last update - Credit Limits are now available to everyone within the Aged Receivables Summary report! 😊
💡You'll see a common format in the left side bar or can customise the general report to include Credit Limit and Available Credit as columns within your own layout - More detail on the report here
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