4833 results found
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Branding - Merge field for invoice tax total on DOCX Statement templates
If the Total Tax amount per invoice was available for statements, then the Statement could be used as a periodic Tax Invoice.
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Turn off JAX and remove prompts
I would like to know how to turn off JAX prompts and remove the icon from the middle of my screen when I am trying to send an email to a client. The comments are closed on the other post regarding this, however the question has not been answered. Please directly address how to remove this now that it no longer in beta.
5 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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Credit Notes - Select a date for credit note allocation
When allocating a credit note, either an invoice or bill, be able to set a date for the application, rather than defaulting to the date the credit note was created as it will fail occasionally when using lock dates.
5 votesThank you for sharing your suggestion for setting a specific allocation date for credit notes against invoices or bills. This would provide a smooth solution for linking invoices and credit notes across different financial years after lock dates have been set.
Now it's up to the community to get behind this idea support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
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Batch Payment - Export payment file into FNB format (South Africa)
Please allow us to update the batch payment export file for FNB in South Africa. The current export file does not have all the fields needed by the bank.
5 votes✨ Hi everyone, thanks for your feedback on batch payment exports for FNB. We appreciate you highlighting how important this is for your payment processing. Your idea has moved to Gaining Support, which means our Community team has reviewed it and it’s open for votes and comments from the community. We encourage you to reach out to others using FNB for batch payments to add their votes and share details about the specific fields you need, as your input helps our product team understand the priority and scope of ideas like this.
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Navigation | Global Search (magnifying glass) - Coloured invoice status in results
In search since I've used Xero, when searching for an Invoice Number - results would appear and a coloured box with the status - red for Awaiting Payment, and green for Paid. A handy visual meaning I didn't have to actually read the status.
Now in the new Search - these colours have disappeared. Why? I now have to scan up and down and actually read what it says without my visual guide. Xero keeps making changes to make things harder to use, and any suggestions I follow to make things easier for users, even really simple quick fixes, are…5 votesHi Anita, thanks for sharing your feedback about this feature, and how you'd like to see it restored.
Make sure you share this page with any colleagues that this could also benefit, so they can add their votes and comments to the discussion to support this!
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Projects - Allow as an Add-On for all pricing plans
As a 1-man business I only need limited features, but the Project feature is one of these that feels essential to my line of work. It is only available in the highest pricing plan and is not available as an add-on. This appears to price out small businesses who want this feature. Please consider allowing this as an add-on, even if it isn't to be available in different pricing tiers.
5 votesHey all, unfortunately there's no news to share on this request at the moment.
Please make sure to share this idea with any colleagues that could benefit from this, so they can add their votes and comments too.
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Report templates - Annual Financial Statements, include statutory Tax Computation Schedule
For the report templates, would it be possible to include a tax computation as part of the Annual Financial Statements? This schedule would show the income tax calculation for the year as well as the resulting tax asset or liability at year-end.
5 votesThanks for sharing the changes you want to see!
We've given it a look, and now it's time for the community to rally behind it! The more support it gets, the better. Make sure you pass this along to anyone you think would benefit so they can add their vote and share their thoughts on how this would improve their use of Xero.
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GST default on a copied invoice defaulting to GST Inclusive / Incorrectly
A slight bug found - I just had a supplier ask why we had charged less for the last 2 months. I checked and it looks like Xero defaulted to "GST Inclusive" invoices when copying an invoice that is GST-Exclusive, even when:
1) the previous Invoice is set to "GST Exclusive"
2) the Financial settings, tax defaults, For sales is set to for"Based on last sale"
3) Note - No Contact defaults for GST set.Somehow, my $500 + GST invoices = $575 has been reduced to $500 including GST.
Previously Xero would copy over the invoice exactly, but now…
5 votesHi everyone, thanks for sharing your feedback on this idea. We can see why this would be useful. We have reviewed this idea and can see that currently when you copy an invoice, the financial settings of the organisation take precedence over the settings from the original invoice. This idea is now in Gaining support status, which means it's open for community votes and comments while we monitor interest from users.
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AU Payroll - timesheet audit trail
Can we have an audit trail on Timesheets, please? If there is a dispute around timesheet entries, changes, submissions, retractions, re-submissions, approvals etc. it would be invaluable to have an audit trail for the employee. the approver and business owner to refer to. I was surprised this didn't exist as both Xero AI and ChatGPT explained how to find it! Sadly Xero Support confirmed this audit trail does not exist.
5 votesThanks for sharing your idea for timesheet tracking.
We've reviewed your idea and now it's up to the community to get behind and support it.
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
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Projects - Add Project Time to Quick Create Shortcut Menu
It would be great to have a shortcut to adding project time. At the moment, the + near settings has a shortcut to many functions, but not project related functions.
5 votesThank you for submitting your idea and highlighting the changes that matter most!
We've completed our review, and now it’s time for the community to show its support. You idea can now be shared with any colleagues who would benefit, encouraging them to cast their vote.
Other members can also add comments to share more detail about how this change would improve their experience with Xero. Keep sharing and tracking its progress!
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Invoices - One-click to Approve, Mark as Sent & Email multiple invoices
It would be great to have a feature to Approve, Mark as sent & Email multiple invoices in one click from the Awaiting Approval Tab. We use a program outside of Xero to add invoice details & amounts and then export to Xero for approval and emailing. At present we have to take two steps to achieve the Approve, Mark as sent & Email result.
5 votesHey Nikki, thanks for sharing this idea.
Now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their votes and comments too.
In the meantime, it is possible to bulk Approve invoices from the Draft tab. Once this is done, you'll get a message where you can click 'View invoices' and select them all to then Email.
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AU Payroll - Option to print timesheets in Xero
Once an employees timesheet has been processed and approved it would be handy to be able to print the completed timesheet off for filing away as a hard copy.
At the moment you have to process and approve the timesheet which automatically takes you back to the list of timesheets to be approved/already completed only to have to turn around at open the same one back up and select the 3 dots at the top as have shown to print the whole page which is incredibly frustrating. Can we please look into having a print option??
5 votesThanks for sharing your idea, and letting us know the changes that matter most for you.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
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Xero search - Ability to copy an invoice no. without deleting spaces.
In the general search field at the top right, it would be very helpful if the search also work with a space or a few spaces at the beginning. Because if I copy an invoice number in the field I always have to delete the spaces first before the search works - it's annoying.
5 votesHey there, thanks for sharing your idea, and letting us know the changes that matter most for you.
We've reviewed the idea and now it's up to the community to get behind it.
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
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Sales invoice - Choose where to save pdf when downloading
I would like to be able to 'print' or 'save' a pdf invoice to a folder of my choosing rather than to the default 'downloads'
Currently ALL downloaded items from the internet are placed in 'downloads' so I need to move the invoice pdf to my chosen folder. It would be a excellent time saver if I could choose my own folder to save to, and have it use this chosen folder each time.I believe it is a software bug to rely on the default settings of the users browser to determine where files are saved to.
5 votesThanks for sharing, Jane.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
We don't have any plans for this right now, but we'll track the interest from your idea here.
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Bank Reconciliation - Show newest transactions first when sorting
It would be ideal when in reconcile bank, under the Account Transactions tab, that the lines are sorted newest to oldest as the first option under each sort category.
Now that we are years into using Xero, it is not necessary to see the old transactions as a first see option.
I typically sort my account transactions by Status as I want to see unreconciled items on the top and directly beneath that is the reconciled but the first line is the very first transaction posted years before. If I am trying to find a double entry in account transactions…
5 votesThanks for sharing your idea, and letting us know the changes that matter most for you.
We've reviewed your idea to show newest transactions first when sorting and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
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Profit & Loss - Use Average currency value when reporting in an alternative currency
When presenting the Profit & Loss in a different currency from the file currency the exchange rate is as the last date of the Profit & Loss Statement (P&L). While this is appropriate for the Balance Sheet it is not so for the P&L. I would like to be able to extract a P&L report knowing the figures are based on an average exchange rate for the period as opposed to a single date rate.
5 votesAppreciate you sharing your idea here, Michelle.
In the way Xero works at present the exchange rate is based on the end date of a report or the set exchange rate that was used.
It's now up to the community to get behind and support your idea here. Make sure you share this with any colleagues that this could benefit so they can add their vote too!
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Bills to Pay - Duplicate bills notification but they are different dates
Bills are listed as 'duplicate' even tho they are monthly recurring bills so even tho the amounts are the same, the dates are different. Is there any way of these monthly bills not being listed as 'duplicate'. wastes a lot of time checking.
5 votesThanks for sharing your idea, and letting us know the changes that matter most for you.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
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Expense claims - Search or sort by Spent by
Ability to search, sort, & filter a table of expense claims by the 'Spent at' field
5 votesThanks for your idea, Ian. We'll start to get a sense of the interest from community in searching and sorting by the Spent by field from your post here.
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AU Payroll - Add additional Payroll employee for a charge
Please allow adding on an extra employee for payroll in Australia, as is possible in the UK.
The Ignite plan is enough for most small businesses and sole traders, but the jump in price just to add an extra employee means paying more than double, which is cost prohibitive.
Most businesses don't need the add on and accounting tools when you move up to Grow or Comprehensive - allowing for an extra payroll add on for a small charge, would be beneficial for family and small businesses.5 votesThanks for sharing your idea and highlighting how important flexible payroll options are for your business.
We understand that needing to upgrade your plan just to add a few more employees can feel limiting—especially for growing businesses. Being able to add employees on a per-user basis could offer a more cost-effective and flexible solution.
We’ve reviewed your idea, and now it’s over to the community to get involved. If this would benefit others you know, feel free to share it so they can add their vote too.
Other users can also comment to share how this change could improve their experience using Xero Payroll.
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Files Inbox - Attach to an existing transaction
From the Files Inbox, there is a way to attach the file to a NEW transaction, but please allow it to be attached to an existing transaction too. This is especially useful when there are lots of files in the Inbox.
5 votesAppreciate why you'd like to be able to attach a file to an existing transaction from the detail you've shared here, Hitesh.
This isn't possible from the Files inbox atm, however as you may already be across - from the flip side you can attach a file from the Files inbox from within the transaction.
Do get this means having to go to the transaction to perform what you're asking and we'll get a sense of the interest in being able to attach to an existing transaction from within the Files inbox, here.
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