4792 results found
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Bank feeds - Send link to client to authorise
I would like to be able to send a bank/xero link to connect the AMEX credit card feeds or other banks that enable linking via internet banking, rather than having to add the client as a user in Xero first to be able to connect bank feeds via a link. This seems to complicate the signing of completed financials and tax returns sent from xero to the client for signature. It asks them to login (when their email is connected with a Xero account just so they could link internet banking) and many clients are finding it frustrating.
1 vote -
Bank Transaction Report - Add reconciliation Status
In the Basic Account Transactions Report (Common Format Bank Account Transactions) Can you please add the Reconciliation Status for each Bank Transaction. Both as a field and a filter.
1 vote -
Subscription - Jersey businesses to be charged in GBP not USD
Businesses based in Jersey (Channel Islands) are treated as Global Customers and so charged in USD.
As part of the British Isles I'd suggest we should be treated better within the UK bracket and be charged in GBP. Or be able to chose the currency of billing.
1 vote -
Xero Accounting app - use '+' to Create Spend/Receive Money
Hi Xero,
Thank you for your continued improvement with the software. However, my client who are into cash basis accounting would like to have Spend or Receive money feature on the mobile app as it appears on the web.I saw a similar idea which you responded to it, but that option only works for those who have direct bank feed into their system.
My clients do not want to create invoices before receiving the amount when using the Xero app. The spend or receive feature will be a game-changer for my clients here in Ghana.
I have attached an…
1 vote -
Assigning invoice when sent to xero email
It would be helpful to assign an account to an email sent to Xero containing a receipt (similar to how this is possible in the mobile app).
1 voteHi Lauren, just to make sure I understand your idea here correctly. Would this be when using Xero's email to bills feature, or just generally when sending a file to the files inbox?
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UK payroll - Option to post journal as individual or bulk
Journal Entries, have the option to post the journal as either a bulk journal (which it currently is) or as individual transactions, so you can see a breakdown between each individual employee. This is will be useful if a client has medical benefit and needs to break this down between individual staff as they all pay different amounts.
1 vote -
Bank Reconciliation | Transfers - show close matches for currency conversions
When I go to reconcile a conversion between say... USD and AUD (which I'm looking at right now) on two accounts (e.g. USD and AUD Wise accounts) I have to have both accounts open on my screen to know how much to put as the converted amount in AUD when reconciling the USD line (and vice versa)
It'd be useful to have Xero display recent matching transactions, as it knows roughly what the exchange rate would have been so can display the closest matching line items that could be transfers, so that we can select one rather than having to…
1 vote -
AU Payroll - Move tick box for leave loading eligibility to Leave tab
Australia has leave loading, which is a payment intended to compensate people for the lost opportunity to earn overtime that they would have if they weren't on leave. There are business-wide settings, but because not all employees are entitled to leave loading, you have to enable it for each employee in their individual settings.
Currently, the tickbox to mark an employee as eligible for leave loading is down the very bottom of the Taxes tab in the employee card. It is very easy to miss, because logically all leave-related settings would be in the Leave tab. I would like this…
1 vote -
New GST report - View full reference column details
The reference field is too small. It looks as tho' different suppliers are using the same invoice number which is not correct, as the invoice number truncates the display and is followed by ...
In the example attached, you will see Inv-28... for 01 Apr 24 and also same for 01 May 2024.
In the example, you also see RA-101... for a Pal... supplier and also for a B.... supplier.Also, it would be helpful if you could see if an attachment was uploaded - you could consider showing an Icon outside the RHS of each line., as something Every…
1 vote -
New invoicing - use links instead of dropdown boxes
Instead of having dropdown options or the three dot options all of the more commonly used invoicing functions should have tabs or boxes to select the different functions.
Xero has to cater for a wide range of businesses with a wide range of requirements so there is no one size fits all for the invoice layout.
1 vote -
Broadcast modeling clothes for different seasons and company's world wide investments
Writing a void check and card number to my account safely and protected and every camera shoot or label for seasons as different styles of dress codes it also sells the outfits faster then just one item and you have an advisoer or acounter to withdraw in my account and I pay bills as I go and be on pay roll and fix this idea project process and broadcast modeling also for this business builds.
1 voteNot sure I quite understand your idea and where you'd like to see change in Xero to help your business here, Kate. If you can come back to share more detail of what you'd like to see changed that'll help when sharing back with the team, and for others that may also be interested in this through the community.
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Dashboard - Monthly Invoice Balances
This is a request for the option to show the amount invoiced per month on the dashboard. This will allow us to identify outstanding invoices a bit more quickly and easily.
1 voteHi Karen, there's a monthly graph shown on the sales overview page. Is this what you'd like to see on the main dashboard?
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AU Payroll - Adjust Pay period Pay Dates
I would like to suggest that we can adjust the Pay Dates when processing payroll. When a staff member is terminated in the middle of a pay period, we cannot adjust the pay dates. As we need to file STP when the payroll is paid to staff, this does not work when the pay dates are automatic in Xero.
Can this be looked at.1 vote -
UK payroll - Allow the option to use original hourly calculation or annual salary split by 12
Don't like the new system of averaging the hours out over the 12 months calendar. I've done the maths (even with a support manager at Xero) and it simply isn't accurate unless the employee starts on 1st Jan and works the entire 12 months.
If it can't be binned on behalf of the original system then at least give us the option to pick which one we prefer by selecting a setting
1 vote -
UK Payroll - Opening Balance for Attachment of Earning Orders
I have an employee with an Attachment of Earnings Order (AEO) and whilst I have been able to set up the amount to be deducted on the payslip template each month, it appears that it is not possible to enter an opening balance on Xero for this deduction. I don't know if it is usual to show a YTD figure for AEOs - certainly Student loans have a YTD figure on the payslip and I would imagine that it will feature on the P60, but I can't see how Xero is going to produce this correctly without allowing me to…
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Bills - Approve and add another bill when credit note available
Approve and add another bill with credit note unapplied.
When you add a bill and select approve and add another, you are automatically asked to apply the credit note or skip, both options doesn't open a new bill window. I would like to see the credit note as an option, not requirement.
1 vote -
Contacts - Fields for Person ID
Can the ID numbers for the Primary contact as well as the secondary contact be added to the contact details?
1 vote -
User role - AU Payroll | Non payroll admins to submit leave requests on behalf of their team members
Allow managers who are not payroll admins to submit leave requests on behalf of their team members. This should not be a payroll admin functionality only
1 vote -
UK Payroll - Flag for corporation tax UTR for employment allowance
Flag in payroll settings if the corporation tax UTR has not been provided.
Currently the this field is marked as optional.
As a result if it is not completed the monthly EPS will submit without claiming EA.
However the P32 will show EA being claimed.1 vote -
Open Access to Bank Feed API
Allow Xero bank feed API for petty cash accounts. Currently Xero has a bank feed API, but this is restricted to banking institutions only.
Considering Xero encourages accountants to make automations to improve their work, I think opening the bank feed API is a missed opportunity. This would increase productivity so much by allowing automating petty cash and expense systems automations.
This would also allow users to choose to make their own bank feeds using open banking for EU accounts (since Xero does not have their own licence for this it shouldn't prevent accountants partnering with licenced companies to provide…
1 voteHi Timothy, appreciate you sharing in product ideas here. We actually have a separate ideas forum for API requests where we have experts that are more accustom with this side of the product that manage the ideas.
It looks like your idea has been raised across here that I'd recommend adding your vote and feedback to. I'll soon remove your idea from this platform, but I'll give you a few days to come and copy and paste your feedback so you don't have to type it out again. Thanks
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