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4706 results found

  1. Global Search - Ability to search Projects

    Why can't you search for project number using the magnifying option top right main screen?

    3 votes
    submitted  ·  0 comments  ·  Business features  ·  Admin →
    How important is this to you?

  2. Contact | Copy & paste phone numbers when adding or editing a contact

    I create new contacts all the time, often while creating an invoice. I usually only have a few details on hand to start creating the contact (name, email, phone number). So I flick between windows, copying from one and pasting into Xero's "create new customer" dialogue right there on the invoice edit screen.

    It's the phone number I have the most trouble with. If there are any space characters in the (usually mobile) phone number I have copied - and there pretty much always are spaces when copying from an email or whatever - then nothing will paste into the…

    3 votes
    submitted  ·  0 comments  ·  Contacts & communication  ·  Admin →
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  3. Sales Invoice - Column for client Account number on invoice

    Would like to be able to have adjustable columns on an invoice that I can change what they fill with. Right now an Invoice only has Item as a field. I would like to be able to change from Item to Account. That way I can have one payer and list several clients in the invoice without typing them all in. For instance, if a field was labeled Client Account # or something then I could set up the list with my clients or pull them up from contacts, and just select the clients account number, it would prefill a…

    3 votes
    0 comments  ·  Business features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi Laura, hen you say you'd have one payer - would this be a customer or someone internal in your organisation? 

    It still sounds like untracked inventory could work here - for example each 'client' would be set up as an  untracked item, you could select clients using the Item column of the invoice and this would auto populate pre saved data such as the account number which could be referenced in the description column, and monthly service for the account. 

  4. Organization settings: Include option for Limited Liability Company type

    Add LLC for Organization Type

    3 votes
    submitted  ·  1 comment  ·  Business features  ·  Admin →
    How important is this to you?

  5. Pricing Plans - Have a dedicated team advising on software for different industries

    THERE ARE SO MANY CHOICES. I need something specific and someone to help. A comparison tool of each app features (like some of the health industry sites have) or a specialist team to advise, particularly when you are recommending so many platforms.

    3 votes
    0 comments  ·  Subscription & support  ·  Admin →
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    under review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for the idea here, it's good to know how we can help businesses understand how best to navigate Xero when onboarding a business. 

    For the UK we now have a page on our website that helps you find a plan that's right for their business. Xero will provide a plan recommendation based on responses to a selection of questions. 

    Though only available in the UK atm, we are looking to extend this to other regions and I'll keep you updated on when this is available elsewhere, here. 

  6. Projects - Assigning an expense to an estimated expense, and the basis for 'What you'll charge'

    When editing an assigned expense in the project module, there are four options for 'What you'll charge': % markup, pass cost on, custom price and non-chargeable.

    I think there should be a fifth option.

    In the instance where the expense is to be tracked to an estimated expense (ie field 2 is completed), there should be the possibility of linking to the 'What you'll charge' amount that is already prepopulated into the associated estimated expense.

    This would save a lot of time repeating steps.

    3 votes
    submitted  ·  1 comment  ·  Business features  ·  Admin →
    How important is this to you?

  7. Chart of Accounts: Standard Canadian numbering

    I have noticed that automatic numbering of accounts is different that what is general used in Canada. There should be a very clear option when starting a new Xero account to select Canadian numbering and an option to change the numbering to Canadian. For Example, in Canada, Assets start with 1, Liabilities start with 2, Equity start with 3, Revenue start with 4, Cost of Sales start with 5, Expenses start with 6,etc... I have a client who went ahead and started using Xero and it set up the accounts wrong and some accounts you cannot change the numbering to…

    3 votes
    submitted  ·  0 comments  ·  Accounting features  ·  Admin →
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  8. Reporting - can we combine two report in xero?

    Can we combine two xero report ?
    Payable invoice detail report & Detailed time report.

    3 votes
    0 comments  ·  Accounting features  ·  Admin →
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  9. Invoices/Bills | Ability to search by exception (e.g no planned date)

    Exception search capability - eg searching for invoices or bills that are not scheduled for payment.

    3 votes
    submitted  ·  2 comments  ·  Business features  ·  Admin →
    How important is this to you?

  10. UK Payroll - Download and send reports

    Hi there,

    I am using payroll manager currently for all my client payroll services, and xero does not provide reports like HMRC monthly payment, P32, I can see it but can not download it to send to my client for payment. Also no employee wage report whereby my client see all deductions/additions and pay net wage to all staffs.

    Please check this software https://moneysoft.co.uk/payroll-manager-overview/ this is far best software so far and probably all accounting practices are using it because its user friendly and provide too comprehensive report to clients and employer

    Please improve your xero payroll like this payroll…

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

  11. Projects - Add staff payment rates to projects

    add staff payment rates to projects so can be selected from a drop down list

    3 votes
    submitted  ·  2 comments  ·  Payroll  ·  Admin →
    How important is this to you?

  12. Payable Invoice report - Auto update results when transactions listed in date range report is run

    When viewing reports ( e.g. transactions reports) if you change the date range of the report after you have looked at the transactions for a particular date range , the report comes up with "nothing to show" so you have to close it and reopen the report with the different dates - it's annoying and time consuming.

    3 votes
    2 comments  ·  Accounting features  ·  Admin →
    How important is this to you?
    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi Shelley, is this something you've approached our Support team about ? It'd be good to have them dive deeper into this if not already to confirm behaviours. 

    If you have transactions entered in your org for the dates the report is being run this should be reflected in your report results. 

  13. Xero Accounting app - Ability to add & edit repeating invoices

    In the app, it would be a huge timesaver if you could create repeating invoices. I spend most of my time in the android app and this is the one thing it's missing 🙂

    3 votes
    submitted  ·  1 comment  ·  Accounting features  ·  Admin →
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  14. Bills - Ability to approve a bill with a total negative amount

    I would like to have the ability to create a bill with a negative balance. This way, I can control the full credit to the exact sales tax account. The current way a Credit is applied to a batch bill it takes a percentage off each line item (total due and sales tax). I have to remit tax in multiple states, and the way credits are handled throws off my totals to remit. Right now, I edit existing bills and apply credits within the bill for a workaround. It's a painful process. Creating a bill with a negative balance would…

    3 votes
    submitted  ·  1 comment  ·  Business features  ·  Admin →
    How important is this to you?

  15. Bills and Invoices - Automated data entry back ups

    Add simple manual and automatic backup schedules that can download data entry and activity on a daily, weekly, monthly or annual basis.

    This would address everyone's fear of losing all our hard work inputting invoices, receipts, data etc.

    3 votes
    submitted  ·  1 comment  ·  Business features  ·  Admin →
    How important is this to you?

  16. Chat - Insights and actions

    I'd like to see a chat /conversational interface like ChatGPT where we can ask it questions like

    What was our profitability last month?
    Where is our biggest opportunity to cost cut?

    If I want to get profit to $*** with the same revenues what areas should I focus on cutting the most?

    The goal here is to have conversational chat with Xero to dig through the data that's there and find action items to improve the business finances.

    3 votes
    2 comments  ·  Business features  ·  Admin →
    How important is this to you?
    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Interesting idea - Thanks for sharing, Carl. 

    Not something we have in the plans atm but we'll begin to get a sense of the interest surrounding this here. 

    In the meantime, if you'd like to get a view of insights from your org, you might like to look into Xero Analytics and Analytics Plus with Business Snapshot and Short term cashflows, two dashboards that give insight into your business information. 

  17. AU Payroll - Re-sort super funds list

    Currently the super funds appear in the super settings page in no particular order. It would be great if they appear in order so its easier to find and check if they have already been added or if a payment bounces and you need to check details.

    3 votes
    submitted  ·  2 comments  ·  Payroll  ·  Admin →
    How important is this to you?

  18. Bank Feeds - Set up two different bank logins from one Xero login

    We have two accounts (bank & credit card) from the same institution. For bank feeds, please allow multiple logins from the same institution.

    Once we login for a bank feed on one of the accounts, we can't set up the bank feed for the other account. It just asks us to choose the already logged in account.

    This is documented here:
    https://central.xero.com/s/question/0D51N000055543jSAA/how-do-i-connect-two-accounts-from-the-same-bank-that-have-different-logins

    I also reached out to support. They said "a Xero user can only use one set of credentials (per bank) in a Xero organisation. We recommend that you ask another Xero user to login and activate the feed…

    3 votes
    submitted  ·  2 comments  ·  Accounting features  ·  Admin →
    How important is this to you?

  19. Sales invoices - Allocate overpayments and credits once published

    Kelly Munro shut down discussion on an idea I suggested, because she was under the mistaken impression that she had resolved the issue, which she had not. I suggested that it would be useful to be able to allocate payment of purchase invoice against overpayments and credits. While what Kelly suggested was correct - that this is possible to do when an invoice is first raised, it is only possible at this stage. It is not possible later. I have a client whose main supplier operates a very complicated system of prepayment for orders. This results in a large number…

    3 votes
    0 comments  ·  Business features  ·  Admin →
    How important is this to you?
    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi Heather, while maybe slightly brash do appreciate the feedback. 

    With your added detail we're happy to have the idea in the forums here that we can get a feel for the appetite on - You're always welcome to reply to an update I've shared on an idea too and we can review this. 


    Please understand it's not my intention to inhibit customer feedback, but will do our best to highlight and share places where features and capability in the product do exist but may just be unknown by users. 

  20. Contact | Merge - Carry through Gocardless mandates if archiving a contact through merge

    When merging contacts within Xero if the contact you are merging has a gocardless mandate - carry it across to the new combined contact.

    3 votes
    submitted  ·  0 comments  ·  Contacts & communication  ·  Admin →
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