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  1. Hubspot integration in Xero; a link to the Hubspot deal via the Xero invoice, so that the relating deal can be found more efficiently.

    4 votes

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  2. When you open the calendar to input a date (e.g., expense claims), the calendar box changes shape/moves around when you click the arrow to go back over previous months because the number of days in each month varies. The calendar shouldn't move around because you must keep repositioning the cursor to find the arrow again.

    As someone mentioned in another comment, allow the ability to use the mouse scroll to go back and forth.

    4 votes

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  3. I would like to suggest adding the capability to generate Sankey diagrams within Xero. Sankey diagrams are highly effective in visualizing the flow of resources, such as money, energy, or data, through different stages or categories. They could be used to illustrate cash flow, revenue distribution, and expense breakdowns in a more intuitive and engaging way.

    By adding Sankey diagrams, Xero could offer users a more dynamic and insightful view of their financial data, helping them better understand how money moves through their business, leading to improved decision-making and reporting.

    4 votes

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    Interesting idea and good to hear the different visualisations that'd help our customers understand their business, Paul. This isn't something we have immediate plans for but will be good to get a understanding of the interest from the community here.

  4. Dashboard - Account Watchlist to include current balance of account (not just MTD / YTD balances)

    4 votes

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  5. Leave Request emails to show Organisation Name.
    Currently, leave requests that come directly from Xero for an employee does not show which organisation the employee is from.
    I have multiple businesses that I have payroll access and it is quite hard to recall all staff names from all businesses.
    The subject line should show Jane Doh from XYZ Pty Ltd has requested leave. This would make identifying the company much simpler.

    4 votes

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  6. It would also be a lot more practical to assign the expenses to projects in just the same way as it's done in invoices, instead of assigning them via the project tab. I notoced that not all expenses are taken into account and I had to go back to each bill to redo the project assignment to make sure that everything is accounted for, and even then, i find that there are still gaps.

    The invoice project assignment method has the merit of showing what was assigned or not.
    Having said this, it would also be very useful to have…

    4 votes

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  7. Be able to remove the csv file option when viewing invoices online. I have a template set up which gives a detailed description but only a total price as I do not want customers to see the individual prices. However if they view online and download the CSV they can see this detail. It only seems to happen when emailed to Gmail accounts as we don't include the invoice link in the email. I now have to put in 0's for each line item and manually enter the total amount.

    4 votes

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  8. Since system allows to import manual journal with up to 300 lines cap, it would be of high value to have a feature to import additional lines into the existing manual journal (especially that we found an instruction on how to do that, but there is no functionality withing the Xero product)
    Or as another alternative, if there is an option to merge existing manual journal entries than it will work perfectly as well.

    4 votes

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  9. Set credit card accounts as liabilities, not assets. We are not a bank, so credit cards are properly liabilities. There should be no reason these accounts should be reported as assets in any circumstance.

    I can't set Account Type for bank accounts unless there is a feed associated with it. Even though, I'm not sure what good that actually does, and we don't have feeds for all our accounts. "Credit Card" is an available account type for bank accounts when they are feed-enabled, so adding credit cards as bank accounts appears to be what Xero intended, and that's what we…

    4 votes

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  10. Ensure that the branding theme that is assigned to a customer is used to send POs, statements, credit notes, quotes etc ... not just invoices.

    4 votes

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  11. NZ Pay Day Filing Reminder

    To avoid missing the pay day filing requirement of two days within pay day, where an email reminder notification would be handy to pick up when a pay run has not been posted to the IRD, or if it were to be showing as an error, as the IRD penalty for missing this timing is steep.

    4 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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  12. If an employer pays irregular wages, there is not option in the calendar or the employee card.
    It would be great to assign irregular pay runs to the employee card.

    4 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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  13. The split screen when sending an invoice makes everything cluttered. I already approved the invoice, I dont need to see it as I add an Email address

    4 votes

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    Sorry to hear you don't like this feature, Richard. We've heard from others that this helps them get a better picture of what their invoices will look like when sending to a customer and enables them to make changes on the fly without having to preview or send a copy to themselves first.

    Appreciate it might not be everyone's cup of tea and while we don't have any plans for removing this atm, we'll get a sense of the interest through the idea here.

  14. I have setup a custom report to generate timesheets for different projects as we need to provide these to customers, along with the invoice.

    Currently, I have to export and then copy and paste and tweak it, to fit into either a PDF or Excel so I can add our company logo and details.

    It would be great if we could add a Header and/or Footer with text and enable the organisation's logo to be displayed when printing to PDF.

    4 votes

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    Hi Emily, if you are a Xero Partner you can set up report styles which will allow you to add a logo to your reports. Appreciate the other portion of your idea on being able to edit the header and footer of a Projects report which is not possible atm - out of interest is there a specific projects report that you are running in relation to your idea here. This helps when sharing back with our product team.

  15. Can the date leave was applied for and approved be added to a leave request?

    4 votes

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     ·  1 comment  ·  Payroll  ·  Admin →
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  16. When assigning a bill line to a project, it would be good to also be able to select the Estimated Expense category from this same screen rather than having to manually add from within the Project. Or at least be able to bulk assign from the Projects screen.

    4 votes

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  17. I think the idea of Xero Projects is great. However, it requires a lot of hand-holding and reentering information to go through a project life cycle.

    Here are my top 10 improvements I think would make a FAR smoother experience.

    1. Pull through items quoted into the project as tasks once 'started'. This should be a bare minimum. At the moment tasks have to be manually added to any project.

    2. Push the project title into the reference tag so it displays in the Xero invoice list (otherwise there is no high-level description of what the job is for an invoice). Or…

    4 votes

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    That's a few points you've listed, Nicholas. Sorry it's taken a while to respond to you here, and do appreciate the feedback.

    It's best for each point you've raised to be recorded as separate ideas so the community know what they're voting for, we can get a clear sense of interest in what customers are wanting to see, and we can keep you updated if a particular idea progresses.

    We have a few ideas that have been started and appear to relate to things you'd like to see too, I've adjusted the title of your idea here to represent your point on adding the project title to the Quote reference but for the others I'd recommend starting new ideas for each of these so we can start to track the interest from the community.

  18. When using find and recode it would be helpful to show the grand total of the line total column at the bottom. This way you know if the isolated transactions in your Excel worksheet matches with all the conditional filtered transactions in find and recode.

    4 votes

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  19. Can the data be access in a read-only mode for cancelled subscriptions?
    Often historic data has to be referred to but once a subscription is cancelled, you are no longer able to view any of the data.
    To differentiate between active and cancelled subscriptions the company can be marked in red.

    4 votes

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  20. There should be an audit trail in Payroll detailing when changes to an Employee record is made (for example: date an address was updated for an employee and what it was until that date, likewise for other details such as email address, bank account number, tax code etc). As an Employer we should be able to rely on the digitised Payroll system we are using to determine when changes to an Employee's record has been made. In terms of creating an audit trail, this doesn't necessarily only apply to Payroll only and should ideally be something that is normal and…

    4 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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