4710 results found
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Invoicing - Move multiple rows at a time
Move multiply rows in invoice template and insert multiple rows in invoice template
2 votesWhile we don't have any work planned for being able to move multiple lines at a time, I've slightly adjusted the title of the idea here for this specifically, and we'll continue to track the interest for adding multiple lines at once from this idea.
If there are any plans made we'll share update on each idea respectively. Thanks
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Manual Journals - Ability to Sort and Filter search results
Currently you are unable to concurrently search and sort results in manual journals, and can only do one or the other. Searching resets the sort to default (newest first), and sorting clears search parameters.
Please consider adding the ability to do both.
2 votes -
Tracked inventory - Add opening stock when creating new item
When entering a new stock item, there isn't an opening to enter opening stock.
We need to create the item first then enter the quantities in an adjustment tab.
It makes sense to make adjustments to items already created, but surely we should be able enter an opening stock value when creating an item, this would save us a lot of time.2 votes -
AU Payroll - Leave Accrual - Correct decimal places to stop over accrual.
Xero uses 4 decimal places when calculating leave accruals. As it doesn't use the standard 5 decimal places, like most payroll software, the amount of leave entitlement that you record from this in the liability account in the balance sheet and P&L expense is more than it should be.
But the bigger problem this is causing is the fact that it is actually giving the employee more accrued leave than they are entitled to.
Even though this is a small amount against each payroll, this will build up very quickly over time and as more & more employees are added,…
2 votes -
NZ Payroll - Remove Employer contribution field for employees on Salary Sacrifice
figures can be entered into both fields at the same time. It should not be this way. There is not enough explanation as to how the salary sacrifice options work
2 votesThanks for raising this idea about the setup of Salary Sacrifice in NZ Payroll.
We can certainly see how having both the salary sacrifice and employer contribution fields available for input at the same time could be confusing and potentially lead to errors. Your feedback on making the process and its rules clearer is valuable.
We're grateful for your engagement and letting us know the changes that matter to you. We've reviewed your idea and now it can gain support from other community members. Along with votes, others can now comment to share additional detail about how improving the workflow for salary sacrifice could improve their experience with Xero.
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UK Payroll - In timesheets, automatically calculate Rolled Up Holiday Pay
It would be so helpful for Xero to have the ability to calculate rolled up holiday pay based on timesheets entered and show this as a separate line for holiday pay on the payslip.
2 votes -
Bills View - Option to view next bill
Why is the next bill feature no longer available in bill preview?
The bill preview is a great feature in awaiting bills, allowing you to view the bill and xero transaction at the same time, before you schedule a bill for payment. There were up and down arrows allowing you to move through all the bill transactions & their respective invoice/s that were awaiting payment.However, in the last week it is no longer available. You have to keep clicking in and out of each bill to preview. Its time consuming. Can we please have this feature back?
2 votes -
Invoicing | Payments - Using tab and enter
Most people using accounting software are keyboard proficient. Having to use a mouse to see and click on drop down lists is inefficient. This is particularly bad when applying payments to the new invoicing system. I can see you've updated this so that you can tab across when you're creating a new invoice - please extend this functionality to the payment field. (All we really want is for you to #BringBackClassicInvoicing)
2 votesHi Amanda, are there any particular fields you're having issues tabbing through in the payments window? We recently released a change so you can now type in dates rather than having to choose from the calendar.
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Xero - Version for Local Government
Hi Xero team,
I’m reaching out from a regional local government in Western Australia. We want to use Xero and appreciate its simplicity and usability. However, we’ve found that Xero’s current design is limiting for local government requirements — particularly in terms of transaction volume, internal controls, audit reporting, governance, and integrated project accounting.
I believe there’s a compelling opportunity for Xero to consider developing a dedicated “Local Government” edition or expansion, especially tailored for smaller regional councils. There are over 500 local governments in Australia, many of which are seeking modern, cloud-based, ERP solutions that balance simplicity with the…
2 votes -
Lock Dates - Option for an auto lock date every month
The ability to have a set lock date EACH month. For example, every month by the 5th the prior month is locked for users other than the advisers. Currently you can manually do this, IF you remember.
My issues is, if I do not remember the accounting clerk will go back multiple months creating entries and causing issues.
2 votes -
Purchase orders - Online view with option to convert to Quote
Purchase Orders - ability for the suppliers that you send the Purchase Order, to view the document online and have the option to import the Purchase Order to Quotes and Sales Invoices.
The Purchase order area of Xero feels a bit underdeveloped at the moment. However, one strong step would be to allow Purchase orders sent by Company A from their Xero account to be transferred to Company B's Xero Sales area at the click of a button (giving an option of Quote or direct to sales invoice).
This is already set up on the Sale side, where Company A…
2 votes -
Fixed Assets - Add tax depreciation for UK
Fixed Assets - Add tax depreciation for UK
At the moment, only the Australian version of Xero offers a tax depreciation function. We need this feature in the UK version too if Xero Tax is to be considered as a serious Tax software.2 votes -
Navigation - Ability to submit feedback in product
There isn't anywhere in Xero where we can add brief feedback. This would be helpful to have in the help menu please.
For example there is a new issue after the new updates on invoicing - this feature would allow a quick notification to Xero that something needs fixed or we are super impressed with new changes! It takes too long to add something to product ideas (like now), to be ignored or gather a lot of voters before something is fixed. Same with raising a case, most of the time it wont be a fix, we get directed back…2 votes -
Projects - Description field when adding an Expense
It would be useful if when manually adding an expense to a project, there could be a description box available as well as entering the expense name. We sometimes need to elaborate on those costs for the numerous people looking at that expense but there is no-where to put this information unless it's added to the expense name.
2 votes -
Invoicing - Increase the Font Size
Rows on invoices - On the new invoicing manually adding rows is cumbersome for a mechanic business suggest making more than 1 row on the invoice. I rarely have an invoice which is less than 6 rows.
Font size- Font is very small and should be increased to at minimum 12pt.2 votes -
Reconciliation - Change reporting date for reconciliation of checks
When I enter the month of the bank statement with the bank statement beginning and ending balances and want to make sure all of the transactions from that month's bank statement are accounted for, checks that were written in a previous month but not posted in the bank statement until another month aren't showing up in coded transactions in the month where the bank transaction occurred. The reconciliation with the check payment and the bank transaction can be made, but the transaction doesn't show up in coded transactions section of the bank reconciliation detail report for the month the bank…
2 votesThank you for sharing this detailed idea about how the reporting date is handled for reconciled checks.
We understand the issue you've described. When a check from a previous period clears the bank, the reconciliation report posts the transaction to the month the check was written, not the month it actually appeared on the bank statement. We can definitely see how this makes it challenging to use the report to verify a specific month's bank activity.
We're grateful for your engagement and letting us know the changes that matter to you. We've reviewed your idea and now it can gain support from other community members. Along with votes, others can now comment to share additional detail about how changing the reporting date for reconciled transactions could improve their experience with Xero.
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Bank Feed - Connect with Fidelity Bank
Please allow direct bank feeds with Fidelity. They are one of the largest financial institutions in the world!!
2 votes -
UK Payroll - Allocate leave to different pay period
Currently, Xero automatically assigns holiday leave to the pay period in which it falls. However, for businesses with a different pay schedule within the tax periods, (e.g., a financial period running from the 6th to the 5th of the month), such as cut off being the 28th of the previous month and paying on the 5th of the month. this can cause confusion and misalignment in holiday pay processing. Employees may receive their holiday pay in a month that doesn’t align with the leave taken, leaving them out of pocket or causing administrative burdens.
Proposed Solution: Provide an option to…
2 votes -
Projects - Customer Signature for Project time entries
It would be good to have customer or site supervisor sign off time entry's when created, and even a way to send copy of signed time entry to task
2 votes -
Invoice History and notes - Show in title how many exist
Transaction "History and notes": show in the title how many notes exist. This will avoid having to click the drop down arrow head to check every time. e.g. "History and notes (3 entries)".
2 votes
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