4893 results found
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New set up task list
Creating a new user set up list which has a list of items for you to complete to set your business up so you know at a minimum what should be done like must do, should do, optional or good to do. Create a list to complete and refer to, also include a link to learning material
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tasks
Create a task list for new users of what they need to set up or complete in order to start working. Include links to the learning material for those tasks. New small business owner and I was not sure what exactly I had to set up or edit before just jumping in so I learnt when doing the tasks that I needed to set up a default invoice as example
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Way too many adverts now. Please can I turn them off?
Its really distracting and stressful having pop ups and flashing bits. I am doing a difficult job and you are meant to be a tool, not an annoyance. Its also eating up my desk space and time trying to figure out how to turn them off one at a time - IF I CAN. Some don't even turn off. This is not a shopping experience. Its a workspace. Could you treat it like one please?
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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STP Finalisation Lack of Warnings
The lack of warnings, pop ups or anything relating to accidentally finalising STP for the wrong financial year is pretty disappointing.
I work on a large screen and didn't see the tiny little 2025-26 drop down menu top right. I've selected the employees to finalise and proceeded with the wrong year. At no point was there a warning, note, message or anything to bring light to it being the wrong year.
Yes I know I should have concentrated more, yes I realise now the financial year is displayed at the top of the confirmation screen, but for something that has…1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Hi Xero Team, I’d like to provide some feedback regarding how timesheets integrate with payroll in Xero Payroll. Currently, each timesheet p
Hi Xero Team, I’d like to provide some feedback regarding how timesheets integrate with payroll in Xero Payroll. Currently, each timesheet period is directly tied to the payroll calendar, which means that once a payroll is posted or finalised, the related timesheet period automatically closes. This setup prevents employees from entering or submitting any hours that fall after the posting date, even if those hours occur before the end of the pay period. In practice, this creates challenges for businesses that: Need to finalise payroll a few days in advance to allow time for approvals and payments, and Still require…
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Add Analytics report to custom report packs
Add Analytics report to custom report packs
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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syft
Expand “Analytics powered by Syft” to include full report functionality.
The current Analytics powered by Syft integration within Xero provides a useful set of visual dashboards and graphs, but it lacks several essential features available in Syft’s standalone product — such as Grouping, detailed Profit & Loss reporting, and the ability to drill down into figures for transaction-level insights.
These functions are fundamental for effective financial analysis and are expected within a tool branded as “Analytics.” Without them, users still need to rely on exports to Excel or switch between different reporting views in Xero, which defeats the purpose of…
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Customer statements with a Windcave payment option
At present customers can pay from their statement, only through Stripe. Will there be other options coming, as we cannot offer this as our payment supplier is Windcave.
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Invoice - Work Completed/Additional Notes Section
Can you please add a section where we can include additional notes — such as details of work completed or any other relevant information — instead of having to place this text in the invoice description? It currently looks out of place there since that section includes columns for Quantity, Price, and Amount. See attached
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Turn off unfiled amounts permanently
I find unfiled amounts generally to be incorrect and I'd prefer not to use them. Can we get the ability to turn them off permanently, rather than have the current mandatory setting of them always being on and having to be switched off with every BAS we process every. single. time.
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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copy to drafted quote on android
Why no "Copy to draft quote" on android?
There is "Copy to draft invoice" but no "Copy to draft quote" on android. Please add it. Thanks.
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Sort bills being paid by check
Need to be able to sort the bills that have been selected for paper check payments in the Bills > Make payment > Pay by Check screen. When importing the bills in with the same date in a certain order they upload in that order but when going to the pay screen to apply the check numbers they go into a random order which can't be sorted. Even if it was alphabetical or anything I can make the upload match the sorting the system does but it is completely random.
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Be able to move the Add Payment POPUP
Something so simple, can we have the ability to move the add payment pop up window as it pops up and blocks the invoice data like the reference number..... LOL.
Working on a laptop, I have to close the window to copy the reference of the invoice then go back to it, again, something so simple, that makes things harder1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Files - Reduce clicks to access folders
Please change the files layout to what it was before. It's extra clicks with your new archive and inbox set up. It's really poorly thought through.
1 voteSorry to hear you're not liking the refresh of the Files inbox, Felicity. The intention is to make managing and working with your files simpler and more efficient.
Just to confirm, when you say this has added extra clicks for you - would that be the need to go to the Archived tab to access a fioder you've moved a file to?
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Link to invoices on issued Statements - Custom Clients
Link to invoices on issued Statements - Custom Clients
It would be beneficial to have a "review" type option on statements issued where clients can click into the review and see which invoices show as paid or unpaid. From there they can see in a single screen view what they need to attend too.
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Sales Invoice - Mark as sent when sent by e-invoice
At the moment, when an invoice is sent using e-invoicing, the sent flag is not marked; they only show as sent if they were sent via email. This then follows through to the lists of invoices, giving a false impression that invoices were never sent, when they 100% have been.
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Closed Projects Appearing when you select to add a Project
I thought that once a project was 'closed' it remains closed and does not appear anywhere except in the closed tab of projects however this is not the case. I tested and was able to allocate an invoice to a closed project.
Suggestion:
a) closed projects remain locked out; you can only allocate to them if you re-open - they should not even appear in any selections
b) If they must remain where they are then a pop-up warning appears if you try to allocate this way there are no mistakes in accidently allocating to a closed job1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Hardship rate
Cheaper subscription for businesses not doing well.
We have a start-up company that has struggled with sales, and one of our biggest ongoing costs to keep it afloat while we wait for an economic turn around is our Xero fees that have gone up recently to add insult to injury. When you have lots of transactions it justifies the cost but with just a few a month, if any, it’s really painful to keep paying out the same fees. Perhaps a “low transaction” or “company making a loss” or “hardship” reduced rate to help struggling businesses?1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Add transaction to an existing bank rule
Add a current transaction to an existing back rule with one-click!
This is a no brainer. Instead of going bank to rules to add another condition, we should be able to click - options: add to bank rule. End of story!1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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invoicing contact
Ability to select which "people" on a contact record will receive specific e-mails from Xero
For example i would like to be able to have the primary contact as the MD of the business BUT not for them to receive any general accounting communications.
I would like invoices to be sent to my clients purchase ledger department who have a shared e-mail box as well as the companies autoentry e-mail address for invoices and Statements to go to a specific lady that deals with statement reconciliations and payment runs. And none of these accounting documents to go to the primary…1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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