4826 results found
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Statements - Email template placeholder for Overdue Balance
Can we please have a 'placeholder' field for 'Overdue Balance' so that an email template may be created notifying the customer that their balance is '£x' of which '£y' is overdue?
4 votesHi, thanks for sharing this idea, and letting us know the changes that matter most for you.
Now it's up to the community to get behind and support it with their votes and comments.
In the meantime as you've likely noticed, there are placeholders for Statement Balance, Balance With Currency and Symbol, and Balance With Symbol that you might use in the email template.
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Stripe - Exclude Surcharge from Stripe Fee Calculation
I was wondering if it was possible to get surcharge not added into the total charge that stripe uses to get their processing fee. I always thought that the surcharge total would be like the money that they took their charge from which is why I added the surcharge anyway. It ends up being that stripe adds the surcharge in with the base charge on the customer invoice and then takes out their processing fee. I don't think that is right though. It should be a way for stripe to only charge their processing fee to the base cost of…
5 votesHi Matthew, we really appreciate you adding your thoughts and voting on this idea. It's clear that having more flexibility around how Stripe surcharges are handled would make a difference—especially when it comes to simplifying reconciliation.
Not being able to exclude the surcharge amount from the Stripe fee calculation has come up from a few of you. It’s helpful to understand exactly where the pain points are and how they affect your day-to-day.
We’re going to keep this idea open so others can continue to weigh in. It's on our radar as we look at areas to improve, and your input here gives us valuable context as we make those decisions. Thanks for being part of this discussion!
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NZ payroll - Create a shared Calendar
Integration of all employee leave taken with a shared calendar in outlook or calendar in Xero itself that everyone can view to see who is on leave and when.
8 votesWe appreciate you taking the time to suggest this!
We've reviewed your idea and have opened it up to the community to get behind and support it. Along the way, other members can also view, vote and share additional detail about how your idea could improve their experience with Xero.
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CIS - Editable email templates
Whilst there are some templates in Email settings that we can Edit, it would be great if those that have the CIS add-on can also have the option to personalise the messages sent with the month end statements
6 votesWe're grateful for your engagement and letting us know the changes that matter to you.
Our Community have 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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Bank rule
When creating a bank rule, would it be possible to type in the "4. Set the Reference" field a FIXED reference so that it appears in the reference field whenever that rule is used?
Thank you, Janet3 votesThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Manual Journals - Ability to post journal entries to bank/cash accounts
Remove the limitation on posting manual journal entries to bank/cash accounts. I end up spending way too much time on manual workarounds (payroll entries for example, you have to use a "bill" to replace the functionality of a journal entry). It ends up taking way more time working around the limitation than its worth. As a new user of Xero, I'm incredulous. I've worked with multiple accounting software platforms over the years, and never been exposed to such a massive limitation like this. It's almost a dealbreaker, and for some clients it certainly is. I've been looking for a viable…
127 votesThanks for the added detail, everyone. It's good to be able to share this detail back with our teams.
Appreciate why Bank Rules won't help for cash accounts and where you don't have a bank feed coming into the account.
Being open, this isn't something we have plans for changing in the short-term. We'll leave the idea open for our product team to continue considering how we could improve efficiency in some of the situations you've described. If there are any updates we'll share this with you all here.
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UK Payroll - Monthly P30 report
It would be great if Xero Payroll could produce a Monthly P30 report which we can send to our clients with HMRC bank details and the Accounts reference, with the month reference on the end.
Other payroll software do this and it is really helpful for our clients.3 votesThanks for sharing your idea with us,Gary. We appreciate you taking the time to let us know what changes matter to you.
Your idea has been reviewed by our team and is now open for support from the rest of the community. In addition to upvoting your idea, other members can now comment and share how this change would improve their experience with Xero.
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NZ Payroll - Filter Payroll Reports by Tracking Category
The problem:
Xero Payroll does not currently allow reporting by Tracking Categories (e.g. by location, cost centre, or department). While Tracking can be applied to invoices and expenses, payroll reports (Pay Runs, Pay History, Payroll Activity, etc.) cannot be grouped or filtered in the same way.
For businesses with multiple locations under a single entity, this means payroll costs cannot be easily allocated to the correct branch. At present, the only workaround is to export payroll reports to Excel and manually tag employees, or rely on journal postings into the P&L.
What’s already set up
Employees can already be allocated…2 votesHey Timothy! It's great to see ideas like this from the community, thank you for posting it. After reviewing your suggestion for filtering payroll reports by tracking category, we've now made it visible so it can gain support from other community members. Community members can now add their votes and comment on how your suggestion would help them. 🙂
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UK Payroll - Ability to attach file to leave request
Add an option to upload a copy of the Sick Note / Fit Note to the leave
7 votesWe appreciate you raising the idea for attaching files to leave requests such as sick leave notes to sick leave requests.
We've reviewed your idea and now it's up to the community to get behind and support it. Other members can now vote or share additional detail about how your idea could improve their experience with Xero.
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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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Bills - Assign planned date when entering bill
Please add the option to assign a planned payment date when entering bills / within the individual bill, not just from the overview tabs.
22 votesHi team, we appreciate the interest in being able to add a planned date when entering a bill in Xero. While this isn't in our immediate plans our team are aware and keeping a close eye of the support for this idea.
While this isn't currently possible when manually entering bills I wanted to highlight our new Quick view and edit feature - If you upload or email bills to create drafts in your organisation you'll find you can use the quick view option to easily add a planned date.
If you don't have the edit option in your bills just yet, this feature is in the process of rolling out and should be with all customers soon. 😊
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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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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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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.
63 votes -
Reports - Trial Balance with OPENING / CLOSING balance and and Movement from GL Summary Report
Team Xero
currently TB report shows ending balances for current year in db/cr two columns AND in single column Clubbed up remaining balances +/- in when COMPANRED to previous periods.I propose/request IT to make TB more classic by
- showing ALL remaining balances in two columns DB/CR when comparing previous years
- OPENING and CLOSING balances columns to be available (year selected from starting of fiscal year Jan20xx)
- TB report to ALLOW us to SELECT RANGE of dates (Range based TB)
- MOVEMENT (total Debits Total Credits) for the selected DATE and/OR RANGE should be available. CURRENTLY this is available in GL…
10 votesHi Yaseen, thank you for this incredibly detailed and well-thought-out suggestion for the Trial Balance report.
We can see how much manual work you're doing, combining exports from the GL Summary Report, just to create a "classic" comparative Trial Balance for your auditors. That's exactly the kind of difficult workflow we want to help improve.
Your proposal to enhance the report with separate debit/credit columns for comparatives, clear opening/closing balances, and a movement column for a selected date range is very clear.
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 these reporting improvements would help them during audits and financial analysis.
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Batch Payment - Option to add another when creating
Navigation. Wouldn't it make life easier when paying bills if you could create a batch and then go directly back to the Purchases Overview to create the next one. At the moment it's Create a Batch Payment then > Purchases > Bills. Repeat the process.
3 votesThanks for your idea, Karen. Understand how this would improve efficiency if you regularly create multiple batches in your workflow. We'll get a sense of the wider community interest in this from your idea here.
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syft
While i was excited to see the new syft reporting feature it was short lived as there is currently no option to run the dashboards based on an accounting period for the current financial year.
Surely this is basic common requirement for any accountant ? Please support otherwise i will have to continue to create management reports outside of xero3 votesHi 👋 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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More Tracking Category Fields / Increase Tracking fields number
More Tracking Categories Fields: please would you consider increasing the number of Category fields? Currently there's only 2 fields and in a situation where you want to track complex sales cycles and sources, this is not sufficient.
For example - tracking a referring business, a partner account manager, a salesperson and a client account manger.
Having categories allows to perform calculations of revenue generated, its sources etc.
3 votesHi 👋 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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Short-term cash flow projection - Automatically including loan payments or bank transfers
It would be helpful if loan payments and bank account transfers were added automatically.
Adding these manually is time-consuming.
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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Batch Payments - Ability to add bills to an existing batch
Add a "add Bill" button to enable you to add a bill after the batch has been created without cancelling the batch and redoing.
3 votesHi christine, is this a common situation you find yourself or business running into? It'd be good to understand more detail if there are common circumstances that lead you to needing to edit a batch payment after it's been created.
For the time being we'll start to feel out the interest in this from community. Thanks!
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