Skip to content

For small businesses

Categories

  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback

4688 results found

  1. Have an "Ask" type of function within the business subscription to securely collect new Customer and new Supplier information when creating a new Contact. Particularly keen to be able to collect Bank Account details securely without needing to risk email communication of same. This feature would also ensure better accuracy of contact details and spelling of names.

    5 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  2. Add the ability to click next and previous while viewing a contact.

    5 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Thanks for your idea, Joe. To better understand the use case and maybe help others who'd be after the same connect with your idea here - Are there any scenarios or situations you generally find when viewing a contact and wanting to view the very next or last contact in a list? 

  3. When I reconcile a transaction in my bank account I can enter a "Why". I.e. Gas for Youth Hostel. So when I have multiple transactions to the same customer, under the same Chart of Account I can differentiate them.

    However, this data entry can not be pulled into a report. This is really hampering my ability to differentiate my transactions.

    5 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Hi Stephen, is there a specific report you've been running to try include this data? 

    When creating a transaction during bank rec, the 'why' is saved as the description of the transaction. You should be able to  run the Account Transactions report to view this detail in the Account you've coded payment too. Let me know how you get on. 🙂

  4. Please can a QTD column be added on the Accounts Watchlist rather than This Month? A quarterly client is requesting this as they view the Dashboard regularly and this would be extremely useful to them.

    5 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  5. Track late claims on VAT returns submitted in Xero but not filed direct to HMRC through MTD.

    This is needed in order for VAT groups to be able to prepare returns in non-submitting companies which can then be consolidated.

    The only alternative if the VAT group stays on Xero is to run journal reports and manually find late claims, in all non-submitting entities in a VAT group, which is a very manual process.

    5 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  6. Post foreign exchange revaluations in general ledger as opposed to income stmt and balance sheet only and does not print in transaction report

    5 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  7. When viewing a Contact's record, the activity can appear cluttered with every single change made, including adding planned payment dates, removing planned payment dates, adding invoice notes, editing the contact's record etc.
    It would be good to be able to filter this page to look at say Bills Paid and Invoices Paid only; or Invoice Sent only.
    As it works now, for a very active contact, this can quickly become difficult to navigate.

    5 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Thanks for your feedback and sharing your idea in the forums here, Jo - As part of our work for 'building on beautiful' a contact record is the next page in this space that'll be getting a new look. 

    Though a little too soon to confirm what it will look like, I can say that the page will be cleaner, with filters to help with viewing what is shown on the page. 

    I'll keep you updated, here 😁

  8. email with 1-click link to list of unpaid/open invoices...

    When invoices are sent from MYOB, the email includes a link to a webpage which individually lists all unpaid/open invoices. This a great feature especially for accountants when they get a statement and find they are missing an invoice (this link would also be a great option to add this link to statements!!).

    Essential to not require signin or Xero to access

    5 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Is there a particular reason you'd specifically not want the user to login to Xero to view this information, Ben? 

    Currently as you may be aware, there's an option to include a link so that your customer can view outstanding invoices they have with you - See more here 


  9. Suggestion? Please fix the Salary Sacrifice % of Earnings to include all gross earnings, not just payroll items selected for SGC.

    Currently Xero will only apply a Salary Sacrifice % amount to any payroll item that is selected for SGC. If an employee chooses to Salary Sacrifice a % of their gross earrings that may include overtime worked, a manual calculation work around is required.

    5 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

     ·  1 comment  ·  Payroll  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  10. Please add a setting option or a column for display details about "Account" in the table shown in "Bills to pay" instead of only showing "Ref" which the information of "Account" is important and moreover we don't need to waste time to entry "Ref" for checking.

    5 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  11. Xero has the facility to look up UK addresses by postcode when entering new contacts etc.

    Unfortunately it usually makes a such a mess of the address, I end up editing it all again anyway!

    • UK Postcode lookups can return a Company Name (e.g. if there are multiple companies registered at the same address.) Xero adds this company name again to the address. In our case, that is a duplicate of the Contact name, so we take that out to avoid it appearing twice.

    • UK Postal counties are obsolete and should no longer be used in postal addresses. Royal Mail…

    5 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  12. It would be extremely helpful to be able to assign a range of default settings to either individual contacts, or to contact groups, such as:
    - invoice template
    - billing cycle (((would also be great to get variable billing cycles as a feature!))
    - currency

    we have a fair amount of customer hierarchy, which we've been able to somewhat address with contact groups.. but the fundamental lack of configurable options after the group is designated feels hugely wasted.

    5 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  13. Be able to setup the ATO integrated Client Account as a Bank Account and receive a direct feed fro the ATO (or relevant Tax Authority) for transactions including Penalties and General Interest Charges.

    5 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  14. I would like to include the supplier invoices name and invoice reference on the on the project detail report rather than just the Expense name. Is there any way i can do this?

    5 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  15. Create ABA file for non bank account, eg Credit Cards.
    With an increate of payment options and portals offering payments through credit card, it could be reasonable to have an aba file created for other form of payment. Thanks

    5 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  16. Ability to select different mailing lists for 1 customer. This will be useful when you have different projects for the same supplier.

    5 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Hi Amna, could you explain your idea a little more? Would this be to send bulk comms to multiple contacts from Xero, or something like being able to set different persons on a contacts record to receive different types of transactions or communications? 

  17. We need an approval process which includes multiple approvers who do not necessarily access Xero so a share as with an invoice would be ideal to request approval via email

    5 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  18. Be able to add a message for each individual employee to tell them what their premium is for their medical insurance benefit.

    The premium for each employee is different, so can't use the payslip message on a payroll run. Adding individual data to a person's payslip each month is too labour intensive.

    Maybe some type of pay item without affecting their pay/tax/NI etc. It could then be added to their pay template so it appears every month.

    5 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

     ·  0 comments  ·  Payroll  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  19. A report to run to identify suppliers and customers that have not used in the last 12 months, so we can archive some contacts.

    5 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Not a capture all but maybe a step in the right direction for now that could help, Maureen - Smart Lists could help you get a view of the customers that you've not sold items to recently. 

    You could run a New Smart List to view Any customers who have Not Purchased Any items In the last year - Find out more on Smart lists here

  20. In the Director's Declaration, it would be great if the report could recognise if there is a single Director or multiple, and then update the wording accordingly. (eg "The Directors have determined" or "The Director has determined".)

    5 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  • Don't see your idea?