54 results found
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Account Transactions Report - Show all categories when grouped by tracking
Reports eg Transaction reports, should be able to be summarised by tracking category. Currently if a bank transaction is spread across a number of tracking categories, the transaction report will report this as 'multiple categories'. This is very unhelpful.
1 voteAppreciate what you're asking here, Simon. However when grouped or summarised by tracking and a bank transaction has multiple lines that are coded to different categories its not possible to show these all on the report.
On the flip side of this, if you run the report on a Grouped by basis you'll be able to see the transactions related to the multiple categories and can drill into the transaction to view the detail.
Alternatively, adding a Related account column to the report you'll be able to see the account the transaction is coded to. Then, running the report for the related accounts e.g Sales would give you the line by line breakdown so you can view each tracking option the transaction has been allocated to.
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Invoicing - Increase the number of billable expenses shown on the selection screen
Xero decided to limit the number of billable expenses one can view at a time when invoicing to 10, as was explained to me, because some organizations have a large number of billable expenses and it taxes the system and slows down the process of invoicing if more than 10 show. The exact opposite effect happens, however. Now, one has to page through dozens of windows to find the billable expense, instead of simply scrolling through 100+ bills. Even worse, there is no way to sort the bills, so the target of the invoice may be on page 36 taking…
1 voteHey Scott, really appreciate your feedback on our update here. We want to be transparent that the change to billable expenses in invoicing was something that we implemented due to lots of feedback that we received, and we don't have intentions on returning to the previous behaviour. On review, we first marked this as feedback based on it being a removal of a new feature, however we will shift this to Not in Pipeline to set expectation.
This means other members will still be able to vote on this idea, and we can track if this is still an idea that trends.
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Jobber integration to sync data from Xero
There is currently a way one sync from Jobber to Xero. It would be great if a sync from Xero to Jobber can be implemented to records payments in Jobber as soon as a transaction is reconciled in Xero. Similar to what is being one with Thryv and other integrations. This will save me about 1 hour of effort everyday and about 5 hours monthly when the bulk payments come in. I have tried to implement this myself however Jobber API support states they will only allow this if a partner works with them like Quickbooks and Stripe.
1 voteHi Jaco, I want to be open that we don't typically design and build integrations with other apps ourselves. We have a Xero Developer ecosystem where interested parties can come to get information on how to integrate and sync data from Xero with their application. If not already, I'd suggest letting Jobber support team know this is something you'd like to see and if they'd consider expanding their integration for.
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New Invoice - Draft Save Time
Though I am grateful and happy that the "New Invoice - Cursor Default Position" was resolved, thank you, it is now affecting the amount of time it takes for the draft to autosave after entering/selecting the contact. The amount of time it takes for the draft to autosave is significantly longer now than it was before the cursor position was fixed. The draft is still "saving" even after I have entered the rest of the information into the date, invoice number, and reference fields. And yes, I have let it complete saving before moving on to any other fields, it…
1 voteThanks for sharing, Angela. With the way autosave works, you should be able to just keep drafting your invoice and it will save in the background. So you don't need to wait.
If you're noticing a significant lag in the invoice saving, this is best investigated by our team of specialists. I'd recommend raising a case with our Xero Support team on Xero Central who can take a closer look into this with you 1-on-1 🙂.
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Advisor pack - regular Balance sheet (not summarised!)
Can we get a regular balance sheet in the Advisor (management) packs?
For some reason it provides a summarised version, with statutory lines only (eg Fixed Assets, Trade debtors etc) but not the TB account by account.
"More" even has an "Account codes" option, which doesn't work 😕
Come on Xero!
1 voteHi Yaakov, sorry we've not responded to your idea here sooner. Is it possible you have a customised layout applied to the Balance sheet? If you're still finding accounts that you'd expect to be shown not appearing in the Balance Sheet report of your Management report pack I'd recommend raising a case with our team of specialists via Xero Central where we can take a closer look into what's going on.
I'll shortly remove your post from idea here, but please do get in touch with our Xero Support team.
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Would be good to ad payment machine to xero
Would be good to be able to link your payment card reader to program so you could direct print invoice after customer pay by contactless using hims credit or debit card
1 voteHi Lukasz, what payment provider do you use? Just incase you haven't seen we've launched Tap to Pay powered by Stripe which is now available in a few different regions.
In terms of connecting to direct payment terminals, this would typically be through an integration. We don't generally develop integrations with applications ourselves however you may want to see if there's an integration in the app marketplace that works with your provider and could offer the services you're after here.
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Joblogic integration - Selections for invoice status
When syncing invoices from Joblogic to Xero, they post straight to approved status - can a feature be added so they can be posted to 'awaiting approval' to avoid dating errors on the invoices?
Thank you
1 voteHi Parris, many of our applications have designed and built their integration with Xero themselves. They are best placed to engage with on any changes you feel could enhance your experience when integrating data from their application to Xero.
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Reporting - Add 'Add Page Break' on 'Insert Content' drop down
Please add the ability to be able to add a page break from the 'insert content' drop down in draft reports, rather than having to go into 'edit layout to do this.
Currently the only option on this 'insert content' drop down is to 'add text block'
1 voteAppreciate you raising this with us, Natascha. Being completely open, having checked in with our product team while it might be something we revisit further down the track, we don't have any plans for enabling adding of page breaks from the Insert Content drop down in the near term. We'll shift the status to Not planned so others seeing can also understand.
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Files - PDF File Preview
In files, previewing a PDF that has been uploaded or sent to files will not work for many chrome users.
Upon opening in files, it gives the error "This file can't be previewed with this browser."
This occurs if the user has google chrome, and has google chrome set to "Download PDFs" instead of "Open PDFs in Chrome."
Many people have chrome set this way. Other sites have somehow managed to make their PDF preview still work...hopefully Xero can implement this. The current setup makes it very hard to review uploaded files when they are in PDF format, as they…
3 votesThanks for the detail in your last message, Carlo. We appreciate some users may expect this to work differently, however as you have noted the files preview for PDF's is driven by the browser settings.
If you're finding your PDF's download rather than being able to view them in your browser we would recommend looking at your browser settings to make sure the option to view in browser has been selected (as per the screenshot you shared).
Being upfront this is not behavior that we're looking to change in the near future.
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integration with propertyme.com.au & propertytree.com
Integration with propertytree.com & propertyme.com.au for P&L
1 voteSorry we've note responded to your idea here sooner, John. We don't typically build integrations with other applications ourselves. Instead we have a developer centre where interested parties can come to get information and collaborate if they are interested in integrating with Xero. If not already I'd recommend seeing if this is something Property tree would be interested in developing from their end. You can share our developer platform here.
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Invoice API add created timestamp
Invoices have a Date field with the temporal resolution of YYYY-MM-DD (despite there being numeric values to support time as well).
This field shows the date that the invoice is created. It would be wonderful if the invoices had a time field, with the timestamp that the invoice was created.
Fundamentally, this is extremely similar to UpdatedDateUTC.1 voteHi Oliver, we have a separate community for API requests that you can share your idea on, where there are experts with the ability to keep you update on any progress for this feature.
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Bank feed - Auto update Payee name
Some bank feeds have transaction details where the bank uses a debit card reference or DF reference in the PAYEE, the reference will contain the actual PAYEE name, for example the PAYEE field will have 1234-XXXX-XXXX-1234 or 123456789DF and the reference will show the actual PAYEE. Can Xero replace the PAYEE name with the actual PAYEE if it sees the above numbers. Too many clients are not replacing the numbered PAYEE and trying to recognise the PAYEE is proving time consuming as clients are not recording the PAYEE with the correct details
1 voteHi Bip, mapping of details from your bank statement to fields in Xero are dependent on your bank institution and feed. A change in this regard is a change for all users with that same type of bank account feed and I want to be open that this isn't something that can be changed on an individual basis.
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Reinstate NZ Annual Report template avaiability to non-partner users
Reinstate access to NZ Annual Report template for non-partner small business users. The NZ Annual Report template has been available to non-partner users for at least the last six years but has now been removed from the reporting templates available to non-partner users. For small businesses that prepare their own accounts the Annual Report template was very useful and time saving. Making it unavailable only has the effect of making us spend a heap of time re-building it outside of Xero or forcing us to waste money paying an accountant to do something Xero has previously enabled us to easily…
3 votesAppreciate the use you found in the older Annual report pack, Antony. We want to be upfront that we don't have any plans in the near term for developing this same pack in the newer reports. However, right now you'll find you can use the Management report pack, where you'll be able to add reports as you need into this, alternatively you could create your own report pack from scratch(this is available from the Search in the reports centre).
Understand not everyone feels the need to have an advisor but for others coming across that would like a bit more help with this sort of reports preparation you can find an advisor through the Xero advisor directory.
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Credit Note for Repeating Invoices
I recently commented about the new invoicing not showing credit notes available, what I didn't realise that this was only for Repeating Invoices, not standard generated invoices which do infact show the credit available.
Some of our regular clients like to prepay so there are often credits to use. Upon approving a repeating invoice, the classic used to say there was a credit available on that contact, click here to use it. There is no such feature on the new repeating invoicing to indicate there is a credit available you have to go and manually check. As well as not…
2 votesHi Claire, I've tried replicating your scenario here using both a newly created and an existing repeating template.
In both cases when I open an invoice that has been generated from the template and credit is available I can see an option on the invoice to Apply credit (as shown in my image)
Could you please raise a case on this with our Xero support team on Xero Central. They have tools to be able to look into this deeper and confirm what's going on and why credit is not appearing for application in your invoices.
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Tracking - Functionality for Rental Property Management
Have two codes - one for rental income & one for rental expenses.
When reconciling bank transactions to these codes, have the ability to allocate them to a property.
Have a feature where you can view the outstanding transactions for each property and select the transactions to go on the statement to the client for that month.
Auto generate the management fee for the month based on pre-selected criteria for that property - either % or fixed amount.
Auto generate a bill from this statement for the money that needs to be paid to the landlord.3 votesThanks for sharing and your interest in the idea here. Being open this isn't a feature we have any plans of implementing in the near term.
However, some of what's been described here can be achieved using Tracking. For example, you could create accounts in your Chart of Accounts for Rental Income and Rental Expenses. You'd then use a Tracking category for your Properties, listing each property as a separate option within that category.
Alternatively, if you're after more specific tools for managing properties we'd recommend looking into apps that can integrate with Xero and offer more services that could suit your business.
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NZ GST - New GST return layout
New GST return layout and a few thoughts around it :-
1) when you export the PDF, the file name only shows as eg, GST return 01022024 for a GST return for period ending 31 March 2024. Why can't it show the client's company name, GST return followed by Period end date?
2) when you try to export the PDF with accounting firm logo - it doesn't seem to work and who has "minutes" to wait for it to download?
3? The body of the report is now in landscape which if the client were to print would…42 votesHi everyone, we appreciate all your feedback on the new GST return and while I've made sure your feedback has been shared with product, we're going to close this idea being too broad to focus in on a particular change.
We've created individual ideas for the following points raised as it'd be good to track the interest in each separately. Please do add your vote to each that you'd like to see.
- NZ GST - Export customised return
- NZ GST - Compact export (landscape v portrait)
- NZ GST - Move File with IR to top of page
- NZ GST - Styling PDF export
I'd also encourage raising a case with our specialists at Xero Support if you're having any issues with performance or usability as it'd be good to get more detail and our team can investigate.
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Shortcuts/ aGlow programs
Integrate with Shortcuts Software CRM/POS and aGlow membership software program.
(Beauty industry.)
1 voteHi Emma, we have a developer community that's best to share requests for integrations through. Being open, we don't generally build integrations ourselves however Xero has an open API that enables interested parties to build an integration with us if they choose. I'd recommend approaching aglow to see if this is something they interested in, and you can share our Developer Centre with them that has more information on this process.
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NZ GST - Keep separate Late Claims tab
The New GST layout needs to keep the "Late Claims" separate on the transaction details report. Lumping them all together with income or expense and then the totals don't tie into the numbers on the face of the GST return is frustrating. I can see you can filter by "late claims" but we don't want to have to export and manipulate the data when sending the documents to clients.
It doesn't make sense that the detailed transaction report doesn't match the face of the GST return without manipulating
86 votesThank you for your feedback on the changes for NZ GST returns here, everyone. Late Claims display in the body of the return, to review them. If you click on this the Transaction tab will open and to toggle Late claims on and off, select the 'More' option.
Late claims have been separated into their own section in the Transactions tab, and if needed you can also use the Filter to choose to only view Late Claims. We'll soon be updating the export to PDF to allow late claims to be excluded.
We want to be open that we don't have plans for separating these back into their own tab and will close this idea. We still very much appreciate your feedback and will continue to iterate on this overtime to make filling and filing GST for an organisation simpler and more efficient.
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Xero Accounting app - Reinstate ‘I want to be repaid’ option to How Did You Pay field
I have been a customer for over 10 years.
☹️ You have taken away above feature in the Xero App which I rely on very heavily. I am bitterly disappointed about this. I need this back. Can you please reinstate it?
14 votesHi community, while we appreciate you raising this with us here I want to confirm that there are no plans to bring back the 'I want to be repaid' option in the Xero Accounting app. This option was connected to classic expenses which has been replaced by Xero Expenses where we have a separate app where employees can submit these expense claim type receipts through. If you're not familiar with Xero Expenses just yet, you can find more on this and how to get set up through Xero Central.
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new invoicing
New invoicing has to go, it is aboslute rubbish and does not work, The new reporting si so bad and hard to work along with the latest change I will likely leave. And no one at xero wants to talk to you, and one reply i saw was basically gaslighting every one into a tough ti..ies it is changing. keep old invoices, and work on weaknesses like inventory for small businesses.
2 votesSorry to hear you're not liking some of our changes in Xero, Fiona. I've made sure to share your feedback here with the team but want to be honest that we will be retiring classic invoicing in September and we will move the idea here to not planned. However, that said we are committed to continuing to build on new invoicing.
I understand you've seen some of our responses elsewhere and as you may have seen some of the ideas on the site that relate to changes that you'd like to see I encourage you add your vote and join these for any updates. If there's not an existing idea for a particular change you'd like to see please do add it, our product team are taking on board all feedback we're receiving on this.
- Don't see your idea?