4878 results found
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Bill Payments - Copy documents attached to a "Bill to Pay" entry into the bill payment transaction.
Currently, documents (invoices) that are attached to a "Bill to Pay" entry do not copy over to the bill payment transaction at reconciliation. You have to go to the (reconciled) account transaction and manually add the same documents again !
I'm told by xero this is because the Bill to Pay and actual bill payment are 2 separate transactions and the "documents" icon and process apply only to the transaction being processed at the time.
This is silly. It is doing the same thing twice - and requires you remember to do it anyway!
I thought automation was designed to…1 voteThanks for sharing this suggestion, Richard.
We appreciate you letting us know about the changes that matter to you. We've reviewed your idea for having documents attached to a bill automatically copy over to the final bill payment transaction. We can see how this would save a lot of time and remove the current double-handling of having to attach the same file again post-reconciliation.
This idea is now open to gain support from other members of the community. Along with votes, others can now comment to share more detail on how this improved workflow would help their experience with Xero. 🙂
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Xero Me - Add detail to notifications
Xero permissions are all or nothing - you either have access to timesheets and expenses or you don't. As such, you get a lot of notifications about things that aren't yours to deal with. It would be good to have a little more detail in notifications, for example; "There is a new expense from Robert Smith to review" so you know if it's relevant to you or not
1 voteThanks for sharing your idea here, Sophie. Atm our product team are working on a few changes for expense notifications - Once live there will be a few different scenarios for notifications
- When an expense is submitted users with the admin or approver role will receive an email notification that an expense is awaiting approval
- When an expense is approved or declined the user that submitted the expense will receive an email notification
- Users will no longer receive notifications when they take an action on their own expense
I'll let you know once these changes have been rolled out. But if there are other specifics in the notifications that you'd find helpful it would be good to hear these, too.
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Chart of Accounts - Click on the padlock icon of a locked account to redirect you to bank rules.
For Advisors only: if a padlock is present on an account of the COA I would like the padlock to go to the bank rules so they can easily be redirected to the new account. For example, we set up Directors Loan accounts for each financial year. Each year we hae to add a new account too the COAs and reroute all of the rules. Painful!
1 voteHey Michele, thanks for your suggestion to make the padlock icon on the Chart of Accounts a direct link to the associated bank rules.
We're grateful for your engagement and for letting us know the changes that would improve your workflow. We can see how this would be a huge time-saver for Advisors, especially when managing year-end processes like creating new Director's Loan accounts and rerouting the old rules.
We've reviewed your idea, and it's now ready to gain support from other community members. Along with votes, other Advisors can now comment to share more detail about how this feature could make their own account management processes much less painful. 🙂
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Invoicing from Projects - Sales Account Category and Tax Code
The new invoicing update has significantly slowed down my workflow. Previously, the sales account category and GST were automatically applied to all line items on draft invoices created via Projects add on. Now, I must manually input these details on every line, and I can’t save the draft invoice without doing so. We have very long invoices and this is now causing a lot of extra work. Opening case requests has led to empty promises that the developers are aware and are onto it and so I'm posting here in the hope that Xero might listen to this request for…
1 voteHi there 👋, appreciate you raising this through product ideas in the hopes of getting more attention for this issue.
I've taken a look and can see your communications with our Xero Support team, and that this has been raised directly with our product teams. While I have also shared your feedback directly with product on this, I want to be open that the best method to stay updated will be with our specialists via your case on Xero central. As soon as they have any updates they will share with you. I'll soon remove your post from the ideas forum here.
In the meantime, as they suggested the best solution would be to raise the invoice through Sales and then assign the invoice to your Project.
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Reports - Edit spend money transactions from the Transaction Report
Would like a pop out screen to view and edit transactions from the transaction report without having to arrow back to the report after each view/edit. Currently it is extremely time consuming with appx 7 back clicks to return to the report after each individual view/edit.
1 voteThanks for your engagement and for sharing this idea about editing Spend Money transactions directly from the Transaction Report.
We've reviewed your suggestion, and it's now open to gain support from other community members. We can definitely see how having to click back and forth to the report after each edit is a time-consuming process.
Along with votes, others can now comment to share additional detail about how your idea for a more direct editing workflow could improve their experience with Xero. 🙂
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Projects - Assign multiple unassigned expenses to estimated expense
I would like to be able to select multiple unassigned expenses in projects to apply to an estimated expense at once.
1 voteHi Lisa, thanks for your engagement and letting us know the changes that matter to you in Xero Projects.
We've reviewed your idea to be able to select multiple unassigned expenses and assign them to an estimated expense at once, and it can now gain support from other community members.
Along with votes, others can now comment to share additional detail about how this bulk-assignment feature could improve their experience and make managing project expenses more efficient.🙂
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Repeating Bills - Change 'Next bill date' to 'Create bill date'
I have wasted HOURS of my time trying to figure out how to get repeating bills to show up. Would be extremely helpful if instead of "Next Bill Date" you say "create bill date" or "generate bill date" which is what I finally figured out it actually IS. "Next bill date" in this instance is very confusing; it's natural to put in the bill date for the following month.
1 voteWe're grateful for your engagement and letting us know the changes that matter to you.
Our Community have reviewed your idea and now it can gain support from other community members.
Along with votes, others can comment to share additional detail about how your idea could improve their experience with Xero.
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Projects - Improve the add time workflow for employees with limited access.
For time tracking against projects it would be really useful if employees with limited access could add time in the same way an admin can via a drop down (rather than clicking in to the project first - which is more time-consuming)
0 votesHi Lucy, thanks for your engagement and for highlighting this improvement for the time tracking workflow in Xero Projects.
We've reviewed your idea to allow employees with limited access to add time via a dropdown menu, similar to the admin experience. It's now open to gain support from other community members. We can definitely see how making this process quicker and more direct would be a huge help for team members.
Along with votes, others can now comment to share more details on how this streamlined workflow would improve the time tracking experience for their teams.🙂
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Fixed Assets - Ability to update pool type for a pooled asset (AU)
There needs to be a way we can change the pool type for an asset if we've accidentally selected the incorrect pool.
1 voteHi Melody, thanks for submitting your idea on Xero Product Idea's. We appreciate you taking your time to share changes that would be most meaningful to you.
We don't have any immediate plans for adding this feature in Fixed Assets, but we'll monitor and track support your idea receives from the community.
You can find out and stay updated with Xero releases on Xero Central.
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Invoice | Create item - Ability to copy & paste from invoice lines
It is very frustrating to not be able to copy & paste the line items on an invoice attachment when creating a new item to the inventory list.
Request to remove the 'grayed out' background1 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.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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Manual Journals - add drag and drop to import feature
Add drag and drop import feature or allow multiple journals to be import at the same time. For example adding daily sales/payment journals this would a gamechanger in time it take to complete these tasks
1 voteHi everyone, as a quick confirmation through the idea - Right now you can use a CSV file to enter data and import multiple manual journals at once.
However, as per the request in this idea it is not currently possible to select or drag and drop multiple files to upload and create multiple manual journals at once.
If this is something you'd find valuable please add your support to this idea. We're interested to understand the community appetite in this feature.
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Au payroll - Option to reorder dates in unscheduled pay run dropdown.
When there are no payruns for multiple pay runs in a row, please add a feature to allow to reset the pay cycle from a selected date. As it is, if a client doesn't have any pay runs, we need to either post/file the empty pay runs to keep on the pay calendar, or run all future pays as unscheduled pay runs, or set up a new pay calendar. Wouldn't it be great if there was a more simple way to keep on track with pay cycles?! Also, when selecting an unscheduled pay run, please reorder the pay dates so…
1 voteThanks for sharing your idea regarding unscheduled pay runs. I can see Belinda has let you know how to roll the pay calendar forward in the payroll settings when there have been no pay runs for a while. I hope that's helped.
We've reviewed your idea about the date order of unscheduled pay runs. Other members can now vote on this idea and also comment to share additional detail about how your idea could improve their experience with Xero. Thanks for raising this with us!
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Overpayment - Ability to change to Credit Note
Convert Overpayment to Credit Note, or treat Overpayment the same as Credit note.
We have a lot of customers who double pay their invoices and several who would like to see what credit they have on their account as they will order again - so don't bother with a refund.
Creating overpayments seems like the most logical thing to do, but the functionality of overpayments is lacking in every way. There is no way to send a pdf version of an overpayment to a customer except for printing a statement. I've upvoted the suggestion to add printing functionality, but that…
1 voteThanks for submitting your idea on Xero Product Idea's. We appreciate you taking your time to share changes that would be most meaningful to you.
We will monitor and track support your idea receives from the community.
You can find out and stay updated with Xero releases on Xero Central.
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Bank feed - RHB Malaysia corporate.
Having RHB Malaysia corporate bank account feed in Xero.
1 voteThanks for sharing the bank you'd like us to build a feed with, angel. We appreciate you taking your time to share changes that would be most meaningful to you.
This isn't something we're developing just atm, but it'll be good to get s sense of the interest from your idea here.
You can find out and stay updated with Xero releases on Xero Central.
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Navigation | Tab headings - Remove the word Xero, leave title of tab
Is there a way that we could see the names of opened Tabs so that we could see the name of what we are working on such as Balance Sheet instead of seeing Xero | Balance Sheet. When we open HST/HST returns, it shows GST/HST Returns which is great.
We know we are with in Xero. If Xero has to show up, it could be added to the end of the Tab heading. This way, opened Tabs would be a breeze to drag in alphabetical order. This would also facilitate working with Workona resources to put Tabs in alphabetical order.1 voteThank you for sharing your idea and highlighting the changes that are most important to you.
We have reviewed your suggestion, and it is now available for community review and support. Please share it with your colleagues who would benefit so they can add their vote and detailed comments on how this improvement would enhance their experience with Xero.
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Xero accounting app - Fully functional same as website.
It would be nice if the Xero app was fully functional like the website. I have clients that only use tablets and rarely use the website. Making the app identical to the website in feature would make it easier for them to do things
1 voteWe've reviewed your suggestion, and it's now open to the community for support. Please share it with any colleagues who would benefit so they can vote and add their comments. Their feedback will help show how this idea could improve their experience with Xero.
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Reports - GL Summary comparison periods to show net movement per period
Reinstate the 'Compare With' drop down.
The key benefit of the old General Ledger Summary report was it's ability to show the net movement for multiple periods.
Xero is now without a single report to perform this core function.
1 voteHi Phil, thank you for this important feedback on the General Ledger Summary report.
We understand your point about the previous version's functionality. Losing the ability to easily show the net movement for multiple periods in a single report is a significant change, and we recognise how valuable this core function was for analysis.
We're grateful for your engagement and for letting us know the changes that matter to you.
We've reviewed your idea to reinstate the "Compare With" feature to show net movement per period, and now it can gain support from other community members. Along with votes, others can now comment to share how they used this comparative reporting feature for their financial analysis.🙂
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Xero Account app - Frequently Invoiced Customer List
In the iOS app: Create an Invoice. When you are selecting the customer to invoice: Who is it for?
Once you tap this field, a search window appears and you start typing customer name to find.
Below the search field it would be nice to have a list of the top 5-10 customers you have create invoices for.
1 voteHi Todd, thanks for your idea about creating a 'Frequently Invoiced Customer List' for the Xero Accounting app. We really appreciate you taking the time to let us know the changes that matter to you.
We've reviewed your idea, and it's now open to gain support from other community members.
Along with votes, others can now comment to share additional detail about how having a list of top customers directly in the invoicing screen could improve their experience with Xero. 🙂
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Checks - Increase unique cheque/check number limit from 6 characters
When writing a cheque, I am limited to a 6-digit unique cheque number. With QUickBooks I used the date as the checknumber. For example May 31 2025 would be 20250531, then I append a letter to it as 20250531a. With making payment on web sites and then entering checks into Xero this still allows things to sort properly. Being limited to 6 numbers makes it harder to keep track of things.
1 voteHi Stanley, thanks for sharing your idea and explaining your specific workflow for tracking payments. It's really helpful to understand how you use cheque numbers to keep things organised.
We've reviewed your suggestion to increase the character limit for cheque numbers, and it’s now ready to gain support from other community members.
Along with votes, others can now comment to share additional detail about how a more flexible cheque number field could improve their own record-keeping with Xero.
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Overpayment - Ability to set allocation date
Set Overpayment Allocation Date:
Currently we are not allowed to change the date when an overpayment is applied to an invoice. It is allocated to the issue date of the invoice.
The inability to change the date when allocating the overpayment to an invoice is causing problems where payments are now being applied to a closed sales tax period, which in turn causes the need for sales tax amendments and additional report filing.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.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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