45 results found
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To be able to send out service and inspection reminders by date
Could we add a feature to enable us to email out service and inspection reminders up to 28 days before it is due.
This could be done by date only.
It would save us having to add another app and potentially another running system to get this feature.3 votesHi Peter, just to get a better understanding of your idea here - would this be to set a date to send the invoice reminder based on the Invoice due date?
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Bank Reconciliation - Change terminology from Reconcile to Categorise or Allocate
Instead of referring to reconcile transactions, it would be better to refer to categorise or allocate transactions.
Bank transactions are categorised - we tell Xero what each transaction is for - answers "What was this for?" However at present this is called Reconcile transactions
Reconciling an Account - is matching the above transactions to the bank's records (statement) - checking that every transaction in Xero matches what actually happened in the bank account and the end balance matches.
The terminology seems to confuse some and they think by categorising/allocating a transaction they have reconciled the account.
6 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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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.
42 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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Giving Statements for Year End
It is crucial to be able to print or email statements to multiple or all contacts with received money transactions at once showing each received money transaction for the contact in a time period on individual/separate pages by contact. This is really needed functionality because any nonprofit entity needs to send giving/donation statements at year end. I have tried multiple reports and statements. I can create an Account Transactions report showing all the clients and the received money entries, but it doesn't allow me to separate contact on their own page. The functionality under Business and sending statements would be…
4 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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UK Payroll - report to include employee bank details
UK Payroll report to include employee bank details - would like a report to run employee contact details which lists existing bank details
2 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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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
2 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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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 start2 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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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…
3 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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Bills - Add a 'Planned Date' field when entering the bill
Next to ‘Date’ and ‘Due Date’ on the New Bill/Edit Bill page, it would be a massive time saver to also have a ‘Planned Date’ field. This would match the layout on the “Awaiting Payment” page.
Right now, after entering a bill you have to jump out, find it in the list, then enter the Planned Date. It would be a lot cleaner and more efficient if you could enter the Planned Date directly after the Due Date when creating or editing the bill.
2 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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NZ Payroll - format figures on payslips to be two decimal points
Suggestion to format payslips in Payroll so that the earnings quantity and earnings rate are limited to two decimal points for ease of readability for staff.
2 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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NZ Payroll - Ability to download timesheets
we have option to download pay slips of employees but, there is no option to download timesheets it would be easy to have a option to download timesheets.
2 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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Accounts Payable - New Bills/payee's highlighted in Batch Payment Summaries
Accounts Payable - New Bills/payee highlighted in batch payment summary
I review the batch payment summaries for our organization after they have been approved by managers but I would like some further controls - it would be great if there was some indication on the batch payment summary that this was a first time bill payee and/or if Xero could check for duplicated bank account numbers in the batch payment summaries.
2 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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AU Payroll - Payrun history expand or collapse button OR group in payroll years
Ability to have an expand and collapse button for pays previously posted and presented under Pay Run History.
After using Xero for a number of years, locating a previous pay run becomes looking for a needle in a haystack as this section is just a swamp of pays.
Grouping in payroll financial years or having a date filter would assist greatly also.
1 voteHi 👋 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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Prototype Home Page - New dashboard widgets
Please, can we make sure the new dashboard will still have all the existing widgets and their current functionality, including VAT Return, Account Watchlist, Invoices owed to you, bills you need to pay, and that each bank account will have its own widget, so that it doesn't become the same debacle and waste of our processing time in doing the same functions as now.
1 voteHi 👋 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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Date Picker - Not default to the current date.
Dates - could this please not necessarily be the current date? This is the one most infuriating thing I find with Xero as it is time-consuming to keep altering it.
For example, when entering bills, I am working through bills from the previous month. It would be useful if the date remembered the previous date entered and defaulted to it, so that one could just change the 'day' number and not the month and year.
Alternatively, could one choose a month period and year so that all entries are going to be in that month, with just the day numbers…
1 voteHi 👋 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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Xero Accounting app - Mark quotes as invoiced on iphone when sending invoice
On iphone version I send my weekly quote for Purchase order approval as i leave site, I find it a bit of a pain to have to send the invoice then head back to quotes to mark as invoiced evetime I just think it could be streamlines by adding an automatic prompt like on pc version
o mark quotes as invoiced on iphone when sending invoice.1 voteHi 👋 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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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 👋 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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Timesheet synchronisation with Tradify
Automatic transfer (synchronisation) of timesheets from Tradify to Xero. Settings to chose which timesheet category (Tradify: billable vs non-billable) is transferred to which earnings rate on Xero. Prompt in Xero's payroll feature to check the synchronised data before submitting the pay.
1 voteHi 👋 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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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 voteHi 👋 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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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 voteHi 👋 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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