4564 results found
-
Don't Mark Go Cardless As Paid Until Payment Has Been Confirmed
If you set up a connection between Xero and Go Cardless, Xero marks invoices as "paid" on the due date, without any actual confirmation of a successful payment from Go Cardless.
So even if Go Cardless subsequently fails to fetch the payment - Xero has still marked it as paid and you will not get any notification.
That is generally very bad practice to tell a customer their invoice has been paid when it has not. For example, the customer account doesn't have enough money in it and then the funds collection fails. The invoice is still marked as paid…
3 votes -
Link between Hubdoc and Projects
The ability to assign bills to Projects from hubdoc.
I currently have to save the bill as draft in hubdoc and reopen in xero to assign line items to a project. Surely a simple fix could save a lot of people a lot of time.
Thanks
1 vote -
Timesheet- start and end time
Timesheets - being able to change the input method to start time and end time in countries other than Australia (in particular the UK)
9 votes -
export xlsx excel report
Please create all excel exports from Xero in the currrent .xlsx format. Most still produce an old xls.file format (for instance Sales Tax Report) and need to be resaved to bring up to date.
1 vote -
Overpayment - Statement - Approved, sent and paid details
OVERPAYMENT - Approved, sent and paid - Statement
I am sending two photos. In one there is the statement of account 610 which correctly includes an Overpayment made.
In the second we find the other statement "Approved, sent and paid" which instead highlights an Overpayment made even if allocated in the invoice. From my point of view it should not be there. There should only be if the overpayment has not yet been allocated.
Comment
I checked. On the mentioned report it is not possible to remove overpayments with filters. The problem is that you put a balance at the…1 vote -
Find & recode - Criteria to exclude
Ability to specify an exclusion criteria for Find & recode.
1 vote -
Email to Bills - Simplify email address
It would be great to be able change the e-mail address where files or bills are sent to Xero to simplify it?
Currently the e-mail address is long and without context and cannot be linked to a specific client outside of Xero in for example Outlook or Gmail.
An "alias" e-mail address would be helpful.
2 votes -
Notifications Settings
I think it would be great to have a screen to manage notifications settings.
This could present a long list of notifications for different things (e.g. for me the important ones are activity statement due soon, STP filing overdue).
For each item, the user could select if they want it active, how they want to be notified (e.g. header line, or in a widget), and whether to be emailed (very helpful for people like me who only log in once or twice a week and do a days work).As a side note, the first of my important ones was…
2 votes -
Custom sending domain security - SPF;Dkim;Dmarc
With the implementation of Google and Yahoo email security please enable the ability to send out invoice, quotes and statements using our own domain.
We are seeing more emails that are sent from within Xero being flagged as Spam or put in Quarantine, especially if the recipient is using Outlook 365.
Xero needs to implement the ability to send from Xero from our own domain.
Please furnish us with SPF sending ip/include host name and DKIM certificate. This will reduce the number of email blocked/junkmail, and increase the security of mail sending.6 votes -
Sort statement run by payment type
It would be great if you could sort a statement run by payment type. Some customers pay through GoCardless (DD) and others pay by EFT. it would be helpful if these could be filtered in the statement screen as customers paying by DD generally do not need a statement.
2 votes -
Export Reports in iXBRL Format
Users should be able to Export Reports in iXBRL Format to file with Companies House and HMRC Directly
1 vote -
Filing Companies House Accounts and HMRC Tax
Most other softwares offer the option to file directly with Companies House and HMRC. Xero has that system but only gives it to accountants. Why not let users have that option too? Why do we need to hire an Acccountant to file the accounts when we are paying a subscription to XERO already and can do it ourselves?
1 vote -
File Library - Allow access to Invoice Only users when adding Quotes
A Xero user with invoice-only access can currently only access files in the file library when creating an invoice. We need this feature to also be available when the same user creates a quote. There is no added risk since the user already has access to the files when creating an invoice. Standard files needs to be sent to clients with their quote and this now needs to be stored on a drive instead of the file library.
1 vote -
Draft Invoices don't show on contact page anymore
Previously draft invoices would show up on the contact page for each contact. They don't show up any more? Hopefully this is not a new feature (bug) with the new invoicing? Creating a new invoice for a contact without being able to see a draft invoice already exists without having to go back to the draft invoice page is not efficient/
2 votes -
In Reporting, add "Contact Account Number" to the list of Columns that can be selected in a report, and also to be searchable
The Contact Account Number must be unique, along with the Contact name, but it is not available to be selected as a column on most reports, even the generic Account Transactions report. Could it please be added as an option on any report that allows Contact to be selected, but particularly the Account Transactions report.
Contact Account Number is also not searchable in the main screen magnifying search button, or the Invoices / Bills search bars. Often the Contact Account Number is numeric or alphanumeric and less memorable than a Contact Name, but is also often used as the main…2 votes -
Reports - Option to export as CSV
Currently all reports can be Exported to PDF, Excel or Googlesheet. Please add an option to export to CSV. This file would not have report headings, just column headings.
When exported data is to be imported into another system it is time wasting to have to remove the heading lines and convert the file to csv.
Seeing that Xero requires all it's import files to be in csv, it's odd that this is not an option for the reporting side of things.2 votes -
New invoicing | Send - Remove invoice amount from email
Please remove the invoice amount from the "New Invoicing"
This should be optional for set templates like the classic invoicing where you could turn it off and on. It doesn't look great and prefer the older layout of the emails where you could control the layout more.
5 votes -
Expense claims - Choose which fields are optional
Adding a feature in Xero that allows finance admins to designate specific fields on expense claims as mandatory or optional would ensure consistent data entry, improve financial tracking, and streamline the approval process.
Key Benefits:
Enhanced Compliance: By making certain fields mandatory, such as business function or event tracking, admins can ensure that all necessary information is provided, reducing the risk of incomplete or incorrect submissions.
Improved Data Accuracy: Mandating specific fields ensures that critical data, like cost centers or project codes, are always captured, leading to more precise financial tracking and reporting.
Flexibility: Different organizations or departments may have…
4 votes -
Here's an idea - How about Xero actually respond to these ideas!
It seems to a complete waste of time logging these ideas, for example, the idea for the ability to include supplier credit notes within a supplier payment (a basic requirement) has been on this board since 2020 and has 680 votes, yet not one response from Xero.
Xero, can you comment on why this is being ignored, or will you just ignore this? If you keep ignoring your customers you are going to lose them. I suggest you spend less on TV adverts and more on software development.
2 votes -
Reporting - Include declined reason for quotes
It would be very useful if the declined reason could be included in a report/export to enable further investigation as to why quotes where declined.
This would highlight any patterns, e.g. price to high, delivery to long etc.1 vote
- Don't see your idea?