4897 results found
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multiple pages on the allocation screen
Please add to product ideas to have
* multiple pages on the allocation screen.3 votesHi Leonie, trying to better understand your idea here. When you say payment and credit allocations screen - is this when reconciling your bank account? Or somewhere a bit different.
If you can share a bit more detail of where in Xero, and how this feature would help I can ensure it's shared back with the right product team. It'll help others in the community here understand if this is something they'd like to support, too.
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Contacts - Record / copy of the statement email attached to the contact profile so you can see the history for debtors managem
Have a record / copy of the debtors statement email attached to the contact profile so you can see the history for debtors management.
3 votesHi Matthew, this isn't automated however you can manually upload an attachment of the contacts statement to their record for this purpose.
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Expenses - Option to submit NIL mileage claim
Allow users to put in mileage claims at a nil rate per mile.
This would allow the invoicing team to pick up mileage to charge to clients that is not claimed by operational staff: for example, where operational staff have a vehicle provided by the company.3 votes -
Expenses - Rename "Mileage" claim to "Trip KM's" for countries that use metric system
It would make sense to rename "Mileage Claim" to "Trip KM's" or something like that.
There are only 3 countries around the world that officially still use the IMPERIAL system (Miles). United States, Liberia, and Myanmar.
It's a term that doesn't come naturally to the rest of the world.
In the back of my mind, I feel that I need to do a "KM's to Miles" conversion calculation, for every trip entry. Even though I know that's not necessary.3 votes -
Contact - View Available Credit
Display in the Contact Section the amount of Credit the customer has in his favor because of prepayments made by them. You are able to see the customers credit when you have an invoice they owe for it to be credited to that specific invoice. But it would be super helpful to view in that little summary of the customer, how much he owes the company and if there is any credit in his favor to be applier.
3 votesAppreciate the screenshot showing where you'd like to see this, Carlos. Not something we have immediate plans for but we'll track the interest here and share if there are any changes planned for surfacing credit limits visibility on a contacts record.
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Repeating Invoice - Introduction of the most basic features required
After years of using Xero and the majority of our invoices each month being repeat ones, I am increasingly frustrated with the lack of the most basic features for repeating invoices.
Combined, there are thousands of upvotes for the most basic features, most of which have been submitted years ago. And seem to go totally ignored by the Xero team.
I've listed just a few of these incredibly basic features below:
- Reporting - Report that shows Repeating Invoices
- Repeating invoices: Ability to copy them to create new ones
- Repeating Invoices - Generate invoice before invoice date
- Repeating Invoices - Day/Date…
3 votesSorry to hear your frustration here, Bee. I want to assure you that our product teams pay close attention to the ideas shared by our customers in product ideas here and regularly review to incorporate customer driven changes into our development.
In order for others in community to understand what they're adding their vote for and so we can communicate clearly on changes it is best that each idea is kept separate, and I will move your post here to Not Planned.
It's good to hear you've found one's you're interested in, and if there are any planned changes for these we will share a public status update to share news with everyone following that idea.
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UK Payroll - Seamless Payroll Integration with Crezco
To enhance efficiency and save time, it would be highly beneficial to integrate the payroll system in Xero with Crezco Online Banking. This integration would allow wages to be paid directly through Xero, similar to how bills are currently managed. By automating the connection between Xero's payroll system and Crezco, users could avoid the manual process of downloading payroll documents, uploading them to Crezco, and processing payments. This streamlined approach would significantly reduce administrative tasks and improve overall productivity.
3 votes -
Remittance Advice - View emails sent for batch payments
When looking at the notes of a batch payment, it says "remittance advice emails were sent to 16 suppliers" - but I can't see anywhere that will tell me which 16 suppliers & which email addresses they were sent to. It would be great if I could see that.
3 votes -
Reporting | Add multiple FY'S as common date selections
Report dates
On financial reports. Instead of last financial year of this financial year wouldn’t it be better to have the years as the selection ie 2024/25 2023/24 2022/23. it will be much quicker to select the year especially is going back further than the current year.3 votesThanks for sharing here, Kerri. Understand why you'd find this helpful and we'll start to get a sense from others that'd like to see this here, too.
I know it's a little different to what you're directly asking here, but perhaps comparison columns and saving as custom could help where you can run the report for multiple date ranges at once and view the comparison across each?
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Contacts - Add decent length text field to Financial Details section
I would like to add information such as the date their bank details were changed on Xero and whether independent verification of the new details has been done (and how). This is becoming more important as the number of phishing invoices increases. If possible, the capability to attach a relevant document (eg notification from supplier of bank change) but if not possible, then a decent character length text field (as a comparison, the current Reference field is way too short and doesn't allow puctuation).
3 votesHi Sarah, while we don't have plans for expanding this field directly within a Contact atm, perhaps adding a note to the contacts record with this extra detail would suffice?
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Bendigo Bank logo
Can you please update the Bendigo Bank logo to the new and updated version.
Xero currently uses the old logo.
3 votes -
AU Payroll - Add payroll reports to management report
My EOM reports include PL, BS, Receivables AND payroll. Management report doesn't allow payroll reports to be added. Please allow this to be added to minimise time generating additional reports.
3 votes -
Inventory - Add multiple suppliers for same product
When adding products from suppliers, it would be great to be able to add multiple suppliers details on one product (to save having the same item listed multiple times with each individual suppliers codes/costs etc). For example Supplier 1: Coca Cola Cans, Code: 1234 Cost: £12.99, Supplier 2: Coca Cola Cans, Code: A1244, Cost: £19.50. Rather have Coca Cola saved twice had sections within that product for multiple suppliers.
3 votes -
Dashboard | Watchlist - Customise at the user level
Could the Accounts Watchlist feature have an option to have user specific watchlists? The accounts I want to pay close attention to as Head of Finance is different to what the Finance Assistant wants to see. Not all accounts are organisation wide specific.
3 votes -
AU Payroll - See which employees are authorised to approve leave
Generate a list of employees that can approve leave?
3 votes -
Files Folders - Drag and drop files to change order
Within Files folder, to sort by drag and drop please? These are remittance advice for Gift Aid payments from HMRC and therefore not attached to any invoices BUT can get uploaded in the wrong order which is confusing for the auditor. Currently the only option is to download the whole contents, sort and reload.
Also could it be made possible please to have subfolders so that we can easily divide eg monthly investment reports by financial year without having a long list of separate folders in the main index?3 votes -
Reports - Add planned payment date direct from reports
It would be really helpful if there was the option to add a planned payment date for all invoices listed on a particular aged creditors report. Having customised reports so that only invoices on particular job sites are listed, it then seems very inefficient to have to access 'bills to be paid' and manually, individually search each of the invoices listed on the report to schedule a payment date for them. Could this not be a function, whereby you can schedule them all for payment directly from the aged creditors report?
3 votes -
NZ Tax - Include Rental schedule when filing return with IRD
IRD are asking us for details of our rental expenses - I would like the Residential and Commercial Rental schedules to accompany the tax return when filing with IRD - I can not imagine anyone wanting to do this manually.
3 votes -
AU Payroll - No TFN entered for employee notification
When an employee onboards and doesn't have a Tax File Number (TFN) either because they are new to Australia and have just applied for one or they are under 18 and exempt. Xero should have a feature that warns you when they either turn 18 or they have passed the 28 days allowed to work without a TFN and it should automatically change their tax declaration to no TFN provided and change the tax withheld rate, until a TFN is provided. There also needs to be a constant warning in each pay run, 'this person is over 18 and does…
3 votes -
Purchase Orders - Make all fields mandatory
Purchase Orders - It would be most helpful when generating a purchase order, that all fields are made compulsory so that people can't save the purchase order until all fields have been completed. Thanks
3 votesHi Tessa, it'll be good to get a sense if there are others in community that are looking for this too.
Right now, to avoid your purchase orders going out without all the necessary detail you may want to consider giving some users Invoice Only - Draft permission.
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