For small businesses

4808 results found

1. UK Payroll - Show warning when a pay run which includes employee(s) leaving date is reverted to draft.

   We have a 2 year old issue where we changed an employee end date then reverted a payrun. HMRC has not recognised the revertion or that the resubmission is the same data so we have a duplicate that we haven't been able to sort out.
   To avoid this pain for others, could there be a pop-up warning if someone tries to revert (or otherwise change) a payrun where an included employee has an end date set? Or if the end date has been changed? The details of how it works can be as is easiest to implement.
   See case CX0012556638 for the details of our situation.

   We have a 2 year old issue where we changed an employee end date then reverted a payrun. HMRC has not recognised the revertion or that the resubmission is the same data so we have a duplicate that we haven't been able to sort out.
   To avoid this pain for others, could there be a pop-up warning if someone tries to revert (or otherwise change) a payrun where an included employee has an end date set? Or if the end date has been changed? The details of how it works can be as is easiest to implement.
   See case CX0012556638… more

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2. UK Payroll - Display pay period and YTD taxable pay on payslips

   It would be great if you can display taxable pay for period and taxable pay YTD on payslips. This will help employees and employers.

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3. New invoicing - Ability to turn off auto suggestions

   What happend -
   I imported invoices with an invalid account number. When I went to review the imported invoices in draft, the new invoicing AI technology selected suggested account codes for me, almost to fast for me to notice the account code was blank

   Why this is important -
   The "review draft invoices after import" step is critical in getting it right - I should be able to review exactly what I imported to see where the mistakes are. I can see this being an issue with integrations where invoices are imported via the API

   What Xero can do -
   I toggle switch for "allow Xero to suggest", similar to that on the bank recon screen

   What happend -
   I imported invoices with an invalid account number. When I went to review the imported invoices in draft, the new invoicing AI technology selected suggested account codes for me, almost to fast for me to notice the account code was blank

   Why this is important -
   The "review draft invoices after import" step is critical in getting it right - I should be able to review exactly what I imported to see where the mistakes are. I can see this being an issue with integrations where invoices are imported via the API

   What Xero can do - … more

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4. Bug report/Disable autofill on Invoices

   I want to disable Xero from autofilling my tracking categories on invoices. I regularly invoice a client but the invoice tracking category differs regularly. I'm sick of having to correct the autofilled tracking category to the correct selection.

   There also appears to be a bug in this area. When I delete/amend the invoice tracking category that has been autofilled and then alter any part of the line item it reverts the tracking category to whatever it was originally, which is really annoying me.

   this has caused my organisation major headaches now at the end of the financial year and is costing us money to fix.

   I want to disable Xero from autofilling my tracking categories on invoices. I regularly invoice a client but the invoice tracking category differs regularly. I'm sick of having to correct the autofilled tracking category to the correct selection.

   There also appears to be a bug in this area. When I delete/amend the invoice tracking category that has been autofilled and then alter any part of the line item it reverts the tracking category to whatever it was originally, which is really annoying me.

   this has caused my organisation major headaches now at the end of the financial year and is… more

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5. Products & services - Bulk create inventory items in Xero (no import)

   Product - Streamline creating new variants of one product. It's common to have one product with lots of variants (size, colour, etc). They have different SKUs and description but the same cost price, sale price, accounting codes, tax treatment, inventory tracking. I should be able to create many products on one screen. I know I can do this by importing an excel file that I've created but should be able to do it within Xero.

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6. Sales Invoice - Import with attachments

   Import the sales invoices to Xero with the PDFs being attached to the invoice automatically. I understand we can import sales invoices through CSV files but to provide relative documents to customers, we need to attach pdf manually. Would be great if this could be possible. This action can save time and possible error of attaching a wrong pdf.

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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Appreciate the interest in the idea here. Being open with a lot of work focused on iterating and adding features to new invoicing atm we don't have plans for this in the short-term. We'll continue to track the interest of the idea and if there is any change to share we'll update you here.

7. Contacts - Add Sales Tax Exemption field to import/export file

   Please include the Sales Tax Exemption field as a column in the Contact csv template/import.

   The new auto tax feature appears to utilize this field, and having to go to each contact through Xero, one at a time, to edit and update this field is very time consuming. Too many clicks to update a field for every customer contact a client has.

   Tax affects all customers. It would be beneficial when rolling out new features such as this to consider what needs to be done to make such a feature truly work and be efficient. The ability to do mass changes via csv is crucial to large integration updates such as this.

   (Really all contact fields should be in the contact csv template)

   Please include the Sales Tax Exemption field as a column in the Contact csv template/import.

   The new auto tax feature appears to utilize this field, and having to go to each contact through Xero, one at a time, to edit and update this field is very time consuming. Too many clicks to update a field for every customer contact a client has.

   Tax affects all customers. It would be beneficial when rolling out new features such as this to consider what needs to be done to make such a feature truly work and be efficient. The ability to do mass… more

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8. Xero Accounting app | Outstanding invoices view from Dashboard - Due date visibility

   The new mobile functionality for Outstanding Invoices adds more steps to being able to see when an invoice is due.

   In the past, it was a one button press into Outstanding Invoices and it was easy to see the dates for when all invoices were due.

   With the new system, now when you press into Outstanding Invoices, you cannot quickly see the due dates, and it's cumbersome to have to dig into each client by pressing View all invoices, only to then be able to see the due date.

   I believe the previous system was far more effective for a quick update of when payments are due on mobile.

   The new mobile functionality for Outstanding Invoices adds more steps to being able to see when an invoice is due.

   In the past, it was a one button press into Outstanding Invoices and it was easy to see the dates for when all invoices were due.

   With the new system, now when you press into Outstanding Invoices, you cannot quickly see the due dates, and it's cumbersome to have to dig into each client by pressing View all invoices, only to then be able to see the due date.

   I believe the previous system was far more effective for a… more

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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Thanks for your feedback on the change in the mobile app, Mike. I've passed this onto the team however do want to be upfront that there's no immediate plans around this atm. 

   Instead, the 'Sales' tab invoice list screen might help what you're trying to view. This will show all the invoices and due dates in the same screen. 

9. Contacts - Verify GST number and NZBN against IR and co office register

   Verify GST # and NZBN against the register.

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10. AU Payroll - Allocate annual leave, sick leave and superannuation to a Project/Job

    Currently Xero does not assign annual leave and public holiday to a project/job as timesheet doesn't have this function.
    Superannuation generates from payroll (pay run) , however, there is no place to allocate superannuation to different projects/jobs as well.

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11. Subscription - Make billing clearer, including an itemised breakdown

    Xero billing: Please make the packages pricing clearer on the monthly invoices.
    i.e. please add the package elements breakdown. It doesn't have to be a separate line item, it could even just be added to the text description, but showing one price, as per the invoices from xero, does not explicity explain that there is a breakdown for items mentioned. Seeing this clarity on the monthly invoices is very helpful for ensuring transparency from xero to its customers. Also, months - or years - down the line it is hard to remember what the package elements cost unless so having this detail would be helpful. Thank you

    Xero billing: Please make the packages pricing clearer on the monthly invoices.
    i.e. please add the package elements breakdown. It doesn't have to be a separate line item, it could even just be added to the text description, but showing one price, as per the invoices from xero, does not explicity explain that there is a breakdown for items mentioned. Seeing this clarity on the monthly invoices is very helpful for ensuring transparency from xero to its customers. Also, months - or years - down the line it is hard to remember what the package elements cost unless so having… more

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12. Xero Me - Add an optional Reference field for expenses

    Xero Me - By adding a reference number field as an optional input you can more easily trace and reference expenses loaded onto the system via the Xero Me app on your phone. At present such a bill has no reference number.

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13. Multiple Report Styles

    Multiple Report Styles

    It would be great to have multiple report styles for reporting where different logos and different names can be added for reporting. For example we have 2 companies using the same Xero HQ where one company does the accounting work and the other company compiles the reports so we need to publish reports with 2 different report styles and logos.

    Thanks

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14. Xero me receipts added to Invoices

    I use Xero Me to upload expense receipts and assign to a client. I rename the photo of the receipt so that it should be traceable. The expenses are then visible when I create an invoice for that client. All good so far, however, there are two things that could be improved:

    1. There is no option to add the receipt file to the invoice when the expenses are added. Very often clients want to see the original invoice when expenses are charged back at cost.

    2. The expense files are saved in the fie library, however, the names I have given the files are no longer there - Xero changes the name to either 'receipt.jpeg' or 'file.jpeg'. As they all have the same name, it is impossible to know which receipt is which. Especially if there are a lot in one day and for different clients, it is impossible to know which receipt is which. Especially if there are a lot in one day and for different clients. You can open and see what the files are, but can't see from the file name.

    This seems like a massive miss on Xero's behalf. Is it something that will can be addressed?

    I use Xero Me to upload expense receipts and assign to a client. I rename the photo of the receipt so that it should be traceable. The expenses are then visible when I create an invoice for that client. All good so far, however, there are two things that could be improved:

    1. There is no option to add the receipt file to the invoice when the expenses are added. Very often clients want to see the original invoice when expenses are charged back at cost.

    2. The expense files are saved in the fie library, however, the names I have given… more

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15. Sales - Complete POS solution

    Hi i can't believe you don't have a POS app tablets for use in cafes and shops. a quick google api for databasing while offline and it would be solid as. you only need to support a handful of thermal printers and cash draws. just look what vend is doing. it would be a huge product if deployed correctly

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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi Douglas, while we don't have a POS app ourselves you'll find Xero integrates with many different POS solutions, including Vend. You can explore the range of these on our App store. 

    We don't have any immediate plans for expanding into this area atm, but we'll keep tracking the interest of this here and share if there's any plans made. Thanks

16. New invoicing - Make Pop up text clearer

    The text in pop-ups such as the attachments pop-up on an invoice is very fuzzy compared to the text of the window it overlays. This badly needs to be fixed; I can barely read it - honestly, I thought I needed to get my glasses upgraded until I realised it was JUST the pop-up, and my eyes are automatically straining in a futile attempt to make the fuzzy text clearer which is giving me headaches and can trigger migraines.

    To make it very clear the degree of the problem, I zoomed in, took a screenshot, and without changing the size of anything, grouped every instance of the words 'file' and 'files' in the screenshot into one image. The 'Files' in a box is from the invoice; every other instance is from the pop-up. Compare the 'i' in the blue words - I believe those are meant to be the same font and size, but whereas the one in the box is crisp and clear, the ones from the pop-up are fuzzy (there's also four different font/size/colour combinations amongst the instances of 'file'/'files' in the pop-up box, but that's another Accessibility issue)

    The text in pop-ups such as the attachments pop-up on an invoice is very fuzzy compared to the text of the window it overlays. This badly needs to be fixed; I can barely read it - honestly, I thought I needed to get my glasses upgraded until I realised it was JUST the pop-up, and my eyes are automatically straining in a futile attempt to make the fuzzy text clearer which is giving me headaches and can trigger migraines.

    To make it very clear the degree of the problem, I zoomed in, took a screenshot, and without changing the size… more

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    submitted  ·  0 comments  ·  Settings & user roles  ·  delete…  ·  Admin →
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17. Find & Match | Pagination - Move cursor to top of page

    Find & Match: Pagination is not working properly when moving to "next" page of bills.

    For example, when you scroll to the bottom of "Page 1" and then select "next" or "page 2" for example. The cursor remains at the bottom of the page.
    It should move to the top of the page.

    Once you scroll to #50, #51 is the next logical bill to view, however it goes from #50 to #100 in the view, the user needs to scroll to the top of the page to view the next bill in sequence.

    A small bug, but very annoying UX and time wasting when reconciling.

    Thank you

    Find & Match: Pagination is not working properly when moving to "next" page of bills.

    For example, when you scroll to the bottom of "Page 1" and then select "next" or "page 2" for example. The cursor remains at the bottom of the page.
    It should move to the top of the page.

    Once you scroll to #50, #51 is the next logical bill to view, however it goes from #50 to #100 in the view, the user needs to scroll to the top of the page to view the next bill in sequence.

    A small bug, but very annoying… more

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18. Dashboard - Add Sales Overview to the home page

    Would it be possible to add the Sales Overview window to the Dashboard on the Home page? I am interested to monitor all outstanding quotes when logging in.

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19. Reports - Set date before report runs

    When running reports such as Aged Receivables it would save a lot of time if you could choose your dates etc before it downloads the info. It uses the default - you have to wait for that to download before you can then enter the actual dates you want and press update - then you wait again!.

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20. Xero Login - Enable Passkeys as a replacement to passwords

    Passkeys (https://fidoalliance.org/passkeys/) are rapidly taking over passwords and are infinitely more secure than passwords.

    Intuit are already using Passkeys (https://fidoalliance.org/case-study-intuits-roi-from-passwordless-customer-authentication/)

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    under review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we know our customers would like more efficiency and simpler methods when logging in to use Xero. 

    We're pleased to share that our product team have begun work to enable logging into Xero using passkeys. 

    We'll shift to Under review and I'll return to keep you updated of progress in this space. Thanks