4848 results found
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Xero Accounting App - Purchase orders in app search feature for tracking
I create a purchase order through the Xero App
I go to Categorise to an account - on my iPhone it has a search accounts feature, on my colleagues Samsung phone there is no search feature - he has to scroll through all the accounts listed to find the correct accounting code
Will this feature be added to Samsung phones?We also found this was the same when selecting Projects or Plant (tracking categories), on my iPhone I had a search feature, on his Samsung he did not and again would have to scroll through the extensive list we have…
2 votesThanks for submitting your idea on Xero Product Idea's. We appreciate you taking your time to share changes that would be most meaningful to you.
We will monitor and track support your idea receives from the community.
You can find out and stay updated with Xero releases on Xero Central.
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Manual Journals - Setting to turn off "Show journal on cash basis reports"
As default, can you please turn off the check box "Show journal on cash basis reports"
For users that rely on the 'Cash Summary' report, non-cash journals create significant difficulty getting a true read on the cash position of the business, a key requirement for this report. Thanks41 votes -
Cash Coding - Disable "Save & Reconcile All' button if nothing is ticked
Perhaps it's a bug but, while using cash coding /fast coding of a bank account, if nothing is ticked, I can still click 'Save & Reconcile all', which I have done by mistake on 2 occasions, causing panic and painstaking efforts to find out what had been coded and undo it (it was many things that were not meant to use the bank rule or needed further details) EG on the cash code screen , transactions that match bank rule are prefilled, which is great, but does not mean they are ready, so I should only be able to click…
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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Bank Rec - Logos for transactions
It would be great if Xero allowed businesses to display logos in transaction details, similar to how many banks are now doing. This would make records more visually clear and easier to identify at a glance.
1 voteHi Ahmed, thanks for putting this idea forward!! This is not something we are pursuing at this time but keep an eye out on our Xero Blog to see upcoming improvements and additions, it may be something we do in the future ;)
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Expenses - Option to submit NIL mileage claim
Allow users to put in mileage claims at a nil rate per mile.
This would allow the invoicing team to pick up mileage to charge to clients that is not claimed by operational staff: for example, where operational staff have a vehicle provided by the company.3 votes -
Purchase Order - Add attachments when copied to bill
When you mark a PO as billed and copy to a draft bill the files attached to the PO don't remain with it and attach to the draft bill. Very annoying that you have to re-save the file and re-attach it to the bill
3 votes -
Xero Projects - Have an option to "mark all untracked expenses as invoiced"
We have a large project with countless numbers of invoices assigned to the project. I would like an option to be able to "mark all untracked expenses as invoiced" so that we can see what has already been invoiced to the client and so that we can work out more accurate profitability figures. At present, each individual invoice needs to be marked off separately and this can take hours to mark them all off, particularly if the project is large.
Xero currently provides an option to "Mark all times as invoiced", so having the option of "Mark all expenses as…4 votes -
AU Payroll - Auto amend ABA date for back dated payroll
auto amend the ABA date to the current date for back dated payrolls
6 votesHi community, appreciate your sharing in community here. Atm if you're wanting to change the payment date for an unscheduled pay run, you can edit the payment date while the pay run is in draft status. We don't have any plans for automating this.
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Hubdoc - Tags Should be Visible in Xero
We tag documents for organisation in Hubdoc, but have no visibility of these in Xero, which makes no sense. These don't need to be editable, but it would make sense that it showed what tags were on an invoice. Even if this was detailed in the history of the invoice. This would be a massive time-saver!
2 votesThanks for your idea on making Hubdoc tags visible in Xero, Natascha. We can definitely see how having that visibility on an invoice would be a massive time-saver.
We're grateful for your engagement and for letting us know the changes that matter to you.
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 - Add portable long service leave report
Portable Long Service Leave Report - need a quarterly report that meets the Victorian Portable Long Service Leave requirements.
49 votes -
New invoicing | Contact - add additional people on the fly
Adding a new customer on the fly.
The drop down for adding a new customer at invoice does not have any fields for adding the customer the contact. Why9 votes -
Invoice Reminders - Ability to send over due reminders from the Sales Overview Invoices page
Posting this again as admin totally missed the whole point in their response and gas lit the idea then closed the comments off like they had done something amazing.
Replying to the admin response:
Yes. Of course I am aware you can send automatic reminders and that is great if everyone is paying through a payment system and is automatically captured. Yet for businesses like mine where 99% of people are small businesses and pay by bank transfer, one must still manually go and consolidate payments. So automatically sending out reminders is redundant if you have to manually check everything…1 voteHey Jesse 🙂 We apologise for misunderstanding the original pain points in this idea you raised. We understand how time-consuming it is to re-send each invoice individually, and we appreciate you sharing your idea again on how this feature would help you get paid faster. Our product team is currently reviewing this idea, and we'll keep you updated on its progress. We're always looking for ways to improve cash flow management in Xero and appreciate your patience.
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Intergrations with mechanics desk
Mechanics Desk Linked together sharing data and info to provide the customer with the best quality control measures and checklist possible, ensuring productivity and efficiency is met, COGS Cost of goods sold it tracked and Reconcile alongside bank statements displaying correct values calculating profit, expenses, income, gst, and internal expenses funds Introduced also tracking internal transactions between accounts. Integrating the clock in from both mechanics desk and zero together creating seemlessly perfect time tracking with no discrepancies tracking charged hours, & non chargeable hours
Allowing for Marine Vessel When inputting a vehicle allowing for Port Engine & Starboard Engine Details…2 votesHi Zachary, it looks like there is an integration with Mechanic desk available. If you've already integrated this with your organisation and looking for further capabilities to what it offers we recommend reaching out to their support directly (listed under the additional info section of the Xero app store).
As they designed and built the integration they can confirm what's possible and would need to make decisions of if this is something they'd be willing to expand their integration for.
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NZ GST - Export file to include "GST Return" in naming convention
The new modernised GST returns in Xero no longer export the report name in the exported file name. The document only has the client name and date, not the report type anymore. Should say "XXXX Ltd 30 11 2024 GST Return", whereas it currently only says XXXX Ltd 30 11 2024". Inefficient to have to manually add the words "GST Return" for each report produced in Blue Xero when sending multiple documents to clients. Is there a way to get it back? Within the document itself it says the report type, but would be preferred to be included in the…
6 votes -
Bills to Pay - Duplicate bills notification but they are different dates
Bills are listed as 'duplicate' even tho they are monthly recurring bills so even tho the amounts are the same, the dates are different. Is there any way of these monthly bills not being listed as 'duplicate'. wastes a lot of time checking.
1 voteThanks for sharing your idea, and letting us know the changes that matter most for you.
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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NZ GST - Sort by multiple columns
NZ GST returns - add multiple sorting
Currently, I can only sort by one column. When I click on Account, the transactions are sorted by account name. But when I then click on Contact, the transactions are sorted by contact name, and the account names become unordered. It would be great if I could sort by multiple columns. For example, first by account, then by contact.1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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NZ GST - Zero rated GST for asset accounts
At the moment Zero Rated GST can only be applied to Revenue items on the Chart of Accounts. When we deal with a property sale between GST registsred parties, the sale is also zero rated for GST purposes. We need the option to apply the 0% GST rate to asset codes as well as revenue codes. At the moment, we have to do a manual workaround.
41 votes -
Notification - Advisor to receive email when W9 request is completed by vendor
When we send a W9 request to a vendor via Xero the only way we have to know if they have completed the W9 request is by logging back into Xero and manually navigating to that vendor to check in on it.
It would be great if admins/bookkeepers could receive a notification when the vendor completes the W9 request.
Having that email notification of a vendor completing a w9 request would also enable us to trigger other automations.
1 voteThanks for sharing your idea, and letting us know the changes that matter most for you.
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!
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Invoicing - Ability to edit /add the reference from the invoice overview page
id love to be able to edit the reference field from the invoice tab. Also the ability to build edit the reference field from the same tab would be helpful. We use that field to know the category the sale is in. So some of our work is shipped, or its to a specific event.
1 voteWe're always grateful for your feedback and love hearing what features you'd like to see in Xero. We understand that being able to update the reference field directly from the invoice list page would save you time. While this isn't on our immediate roadmap, we're monitoring the demand for this feature. We'll be sure to post an update here if anything changes ⭐
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Invoice - Preview attachments from send window
When emailing invoices with attachments, it would be helpful if we could view attachments, just as a double check.
At the email stage, we can preview the email and invoice prior to sending, but not the attachment.1 voteThanks for sharing your idea, and letting us know the changes that matter most for you.
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!
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