177 results found
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Provide an API within expenses for apps such as ApprovalMax to pull information from
Our business currently uses ApprovalMax to have bills and purchase orders approved. It would be great if Xero could offer the API function for expenses also so that expenses can be automatically sent to approvers.
2 votesHey Amna, thanks for sharing your suggestion! We have a dedicated platform for API suggestions over on the developer support site.
If you'd like to suggest improvements to the API, or request new API functions, your best bet would be to raise it with the team there 😊
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Xero Connect
I would like to know if the below three supplier enterprises in South Africa is supported to outomatic import the invoices into Xero. These are big enterprises with a lot of customers and transactions.
Kaap Agri
BKB
OVKAutomated integration will be great.
Regards,
Anneke1 voteXero has an open API which means anyone can develop an integration without providing us documentation or consulting Xero.
Because of this, we don't collect suggestions for new integrations here on Product Ideas. We'd encourage you to reach out to these organisations directly, to chat about developing a Xero integration.
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Assign Contacts to multiple Clients in WorkflowMax
It would be really helpful to be able to assign an existing Contact to a new Client. For example we receive multiple projects from Architects or Builders with different Clients. Each time we add the contact into a new Client's project, we make a duplicate Contact entry. It would be great to have the ability to assign an existing Contact to a new Client, and merge the duplicate Contacts.
1 voteThanks for engaging community, Marianne. While appreciative of your idea - feedback for WorkflowMax(WFM) product are best shared by raising a ticket while on WFM - See more info through their website.
This goes direct to WFM specialists who can feed this back to the right product teams for consideration. To keep feedback through the right channels I'll remove your idea here, but encourage you share through WFM Support. 🙏 -
Webhooks - expand to include Projects, Quotes and Purchase orders
Webhooks are currently limited to contacts and invoices only - greatly limiting their use. Please expand out the available options for webhooks to include projects, quotes and purchase orders, etc.
1 voteHi David, ideas for webhooks and integrating or syncing data with Xero from an or to an external source are best raised with our Developer community. You'll find their community of ideas across here where we'd recommend raising this. 🙂
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Supplier End of Month Statement Upload
I just had a query about where should we upload each supplier's EOM Statement?
It is great that you can upload a copy of a supplier's invoice to each individual bill entry, but what happens at the end of the month when we receive Statements from the suppliers.
Do we upload them into the Contact card section?
Or should there be a separate area in the Contact card for EOM Statements to be uploaded?
Because as more and more businesses go paperless we need to file these Statements somewhere.
Thank you.2 votesHi Bridie, this is really up to the business to decide but as you've suggested at present an end of month statement from your Supplier could be attached as a file to their Contact record - this way you can keep track and compare the previous months statement to the next.
Alternatively, you could look at creating a folder in the Files inbox that you could upload all Supplier end of month statements too. Really depends on your needs.
@Elle, in the opposite flow to what you're asking here. From a Contacts record you'll see that you can currently +Add from file library so it's possible to attach files that you have uploaded to your library to a contacts record.
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Add payment to customer account
option of applying payments to customer accounts rather than an invoice.
1 voteHi Nitin, is there a specific reason you'd rather pay on account than match with the invoices a payment relates?
Contact accounts are connected to the Accounts Receivable in Xero, and to ensure these balance the accounts receivable is only impacted when an invoice is created, payment applied or credit raised for a customer.
Being a fundamental way in how Xero is designed and works I want to be open that we don't have plans for changing this.
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Payment Service - Adding Klarna as an option
Add Klarna as a payment option within the Stripe/ Xero integration
CX0013452500 is the ticket i raised this. Would drive sales for us2 votesHi Shane, while we have a selection of specific payment service integrators we don't intend to build and develop integrations with all providers.
Instead, there is an option to add a payment service with a custom URL which would allow you to set up the payment service with a custom URL provided by your payment service(Klarna) - See more on this here
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Contacts - Gmail integration
I would like to see the integration with Gmail (and other emails) to the Contacts back. Not sure why this has been removed, but it was very useful
2 votesHi Des, after careful consideration and investigation, this feature no longer provides the product experience that meets our standards at Xero. As part of a bigger project to enhance and improve the contacts overview page later on in 2023 this feature to connect Gmail and Office365 to contact in Xero will be removed - We have an article that shares more detail about this on Xero Central.
If you'd like to save a file to a contact record, you can continue to do so by downloading the document from your Gmail or Office365 account and uploading this in the 'Related files' in the top right of the Contacts overview page.
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Supplier payment on account
It would be useful to be able to make a payment on account for suppliers, so that clients do not end up creating spend money transactions and bills which duplicates expenses.
It's also better to be able to see if you are in credit with the supplier on the aged creditors reports, in the same way Sage Line 50 works.3 votesHi Suki, to ensure your accounts continually balance payments do need to be matched to transactions entered in your org. It would be possible to create an Overpayment or Prepayment to reconcile a payment in your bank account prior to a bill being entered. Then once the transaction is raised it can be matched with the credit from the Prepayment or Overpayment. As you raise a bill for a supplier where there is credit outstanding you should be prompted to see if you'd like to allocate this.
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2 votes
Hi Claire, appreciate you engaging the community here. Xero has an API that allows interested apps to build and integrate with Xero themselves, however we don't often build and develop integrations ourselves.
You can share the link to our Developer community with mymusicstaff.com and see if this is something they'd consider developing.
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Trial balance - Include/exclude opening balances
Can you please add the option to include or exclude opening balances for balance sheet items on the trial balance. It is often necessary to only use current year movements for tax planning, budgeting and other accounting functions.
3 votesAppreciate the thought, Christiaan. With so many different ways customers would like to view, filter and group items in reports our teams are constantly thinking where these features sit best in the framework of reports.
We don't have plans for adding the open and closing balance to the Trial Balance report itself. We'd recommend making use of the option within the new General Ledger reports.
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mailchimp integration using contact name
Integrate the 'Contact Name' in Xero to Mailchimp.
1 voteHi Elizabeth, while we appreciate you engaging with the community through Product Ideas here. Ideas for changing or expensing on an integration with applications outside Xero are best raised with the connected applications support.
We'd recommend reaching out to MailChimp who designed and built their integration with Xero themselves to see if this is something they'd consider.
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Integrate XERO Quotes with Pipedrive
Make an integration with Pipedrive to be able to quote from pipe drive or at minimum share a link to Pipedrive from a XERO quote.
1 voteHi Letitia, we have an open API that enables interested applications to develop and build an integration with Xero themselves. However, being open we don't tend to build integrations with 3rd parties ourselves.
You can share this link to our Developer community with Pipedrive which they can explore if they're interested.
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Zettle integration - post to different nominal by category
Our Xero is integrated with Zettle and the interface works fine.
However, it would be great if sales could be posted to Xero nominals by Zettle category.
Some of the items we "sell" are not actually sales and need to be posted to a balance sheet nominal. At present I'm having to manually adjust these.
Automation is the way to go.1 voteAppreciate you engaging community on the idea, Keith. Many integrations with Xero and built and developed by the applications themselves, and they would be best approached for any request to change or expand their integration.
I'd recommend raising this idea with Zettle, as it's not something we'd do from our end.
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subscription
I use ADP ROLL as my payroll. Can we have links to ADP payroll services of all types they provide?
1 voteHi Dennis, looks like ADP have built and provide a direct integration with Xero atm. We don't develop many integrations ourselves instead we have an open API to enable other interested businesses to do so. It'd be best to contact ADP directly to enquire if there is a service they offer that you'd like them to expand their integration for in Xero.
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Improvement needed for Invoice
Improvement needed for Invoice, to enable the invoice word format, spacing and size to be changed & add extra location to upload barcode (other than upload logo, provide more place for us to upload JPG file), add more functions to standard invoice features as we are not IT related field it is hard for us to customised own invoices styling. If use customised invoices, it very hard for us to amend for example to included or excluded tax.
1 voteHi Catherine, few different asks wrapped into the one here. We ask that each thread contain one idea so it's clear the functionality that's being requested and to help share support back with our product teams.
From your detail it sounds like there are a few existing ideas that you could support here in the forums and welcome you to create one for each other idea you see helping to make doing business easier for you with Xero.
- Invoice Settings - Simpler customisation
- Inventory - Barcode scanning to adjust stocks - If you'd simply like to add the code that you reference for inventory this could be input in the current Item code field.
- Contact - Having custom fields on invoices and contact
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Reporting - Retain Old Report Formats
Is there anyway to retain the old report formats for P&L and Balance sheets post June 2023?
I find the new format not very easy on the eye and less user friendly. Can we retain the old format moving forward.9 votesHi everyone, appreciate the interest and feedback on the style of Xero's new reports. Being quite open, older style reports will be retired on 31 July this year (2023) and there will be no ability to retain and continue using the older report formats beyond this date.
We do want to hear if there are specific differences in the older styles that you'd like to see in the new and welcome you to start ideas for these individuals changes that we can gather support on and could be developed and reflected in the newer versions, but to be upfront here we'll move this idea to Not Planned.
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Navigation | Financial Statements - Option to freeze report settings
Could you move the navigation buttons in the Financial Statements format (or any format with multiple pages) to the sticky bar at the bottom so you don't have to scroll to the top of the page to move between pages. some format pages are extremely long and it is a waste of precious time
15 votesHi team, appreciate the interest and raising of the idea here, however we want to be open that this isn't something we have plans of developing for.
Atm, if you're quite far down the page you could use the home button on your keyboard to quickly navigate back to the top.
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Integration with Causeway Tradex
We regularly have to upload our invoices into client finance systems, Tradex by Causeway being the most common. It would save a lot of double handing being able to post invoices directly into their systems. There us a UK standard format developed by BASDA that would seem flexible enough to allow wide use. https://www.causeway.com/products/tradex/connections
1 voteHey Phil, thanks for submitting your idea!
Xero has an openAPI, so anyone can develop an integration for it without contacting us, or providing documentation.
Because of this, we typically don't collect suggestions for third-party integrations here on Product Ideas. We'd recommend instead contacting them directly to discuss building the integration.
You can direct them to our Developer Centre to get started 😊
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Coupa Integration
Coupa integration would be great. I'm working with a company who is transitioning to Coupa where estimates, invoices, and payment notifications are handled through Coupa.
1 voteHey Jon, thanks for sharing your idea!
Xero has an open API, so anyone can develop apps or custom integrations for it.
With this one, we'd recommend reaching out directly to Coupa to talk about a
Xero integration. You can chat to them directly through their contact page.
- Don't see your idea?