4800 results found
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Xero Subscription -Turn the e-invoice into a new Repeating Bill
Xero subscription - Have a way to turn the e-invoice into a new repeating bill so that it can show up in the bills you need to pay widget. I know I could create a new repeating bill but I can not see an option that will let the Reference and the line description update to what is on the e-invoice.
1 vote -
Xero Mobile - Bank Reconcilation: Notify when more than one potential match
Mobile/ipad bank reconciliation
Request to show in the suggested green match it is 1 of many if more than 1 matching invoice (as it does in desktop)
Else payments can be matched to incorrect same value invoices - what a headache to fix later..
AND
… find and match can only search by name or invoice number -
Please add to search by invoice amount (as this will help with when there are multiples to choose the correct one)
Thank you
1 vote -
AU Payroll - Voice automated super approval for overseas
Voice automated codes for super approval when overseas where mobile carriers have restrictions on text messaging.
1 vote -
Reports - Ability to add CIS Verification Date.
It would be useful if Xero could show when a subcontractor is verified with HMRC, due to the two year verification rule.
If the date of verification could be shown on a report that would be great, then it would be easy to identify if a re-verification is required.
1 vote -
Projects - Create time entry not associated to a project.
Ability to enter time not associated with a project.
1 vote -
Reporting - Inventory Item Summary to include untracked purchases in Cost of Goods Sold
There is no reason to override a cogs associated account to a purchase account in the inventory item summary.
The suggestion is to allow the inventory item summary report to report on items as they are actually tracked on the P&L meaning material purchases are a cogs and should show in the cogs on this report.
1 vote -
Hubdoc - Use consistent naming for transaction types
Just wanted to feedback some issues found during brief testing of Hubdoc (as potential replacement for Dext; we'll not be proceeding at this stage) ... here's what we found:
- different naming conventions - “Credit Note/Refund” equivalent (not sure what it is?) not as intuitive
- for multi-line entries, it doesn’t tell you what the remaining balance on a bill is (it does provide running total of lines entered but requires external 'calc' action)
- clunkier on mobile phone - have to log in each time whereas Dext is just snap and go
- no option to do multiple page…1 voteAppreciate your feedback, Rich. It really helps if each idea you is raised separately. This way others know exactly what they're adding their vote for here in community, our product teams can get a sense of interest in a particular feature and we can keep users updated if there are plans made specifically for that functionality.
In terms of your ideas here I see you've titled your idea to reflect the first point you've raised, it looks like there are a few existing ideas that relates to items you've mentioned, otherwise you're welcome to start a new idea for each other point. Thanks
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Xero Expense - Use date of last entry
When entering expense claims, the program should be set to retain the date entered in the last expense claim item. When catching up on accounting, it is cumbersome to be working on July in December and have to go back and change the entire date for each entry. I should be able to retain the last entry date on the next and simply be able to edit the day.
1 voteThanks for sharing your feedback here, David. Appreciate how this could be useful when entering back dated expenses. Have you tried enabling receipt scanning as an option to automate some of this data entry?
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Contacts - Cash in/out Graph ability to set longer period
Currently this only shows over a 12 month period when in all cases I'd like to see how well each customer or supplier has performed against the same month last year.
At worst could this not simply be a 15 month graph (as if it were 13 then the previous month/previous year would drop of when everything was in by the beginning of the following month?
- at best could you select filters to compare even the past 3 years by month etc...
1 vote -
UK Payroll - Employee tab layout
Employee tab - make the layout available for users to choose between Portrait or Landscape orientation.
Since updates were made on 20.12.2024, the Landscape one (on this particular tab - Employees) did not fit on the screen. It looks like a tech error rather than an update...1 vote -
New Invoicing - Set contact when copying Purchase Order to invoice
I often copy from a Purchase order to an Invoice, with the new Invoicing set up, it automatically populates the customer field with the Supplier name, can this PLEASE be changed to same as classic with a blank field so we can enter the custmer details in ourselves, it is most annoying and has often caught our office out sending invoices to suppliers.
1 vote -
Hubdoc - Shift and enlarge "Who Posted"
The current implementation of "Who posted" information appears below the image in small text, which is easy to miss. We believe it would be more effective and user-friendly to display this information prominently at the top of the scan in larger text.
1 vote -
QR Code recognition of scanned receipts and invoices in Hubdoc
For scanned receipts containing a QR code, it would be very useful if the system could automatically read the code and populate it into a "Notes" field or the Invoice Reference field. This would streamline data entry and reduce manual work.
1 voteHi Sebastian, so just checking you're idea here are you saying you'd like this data to be entered within Reference field of the invoice that's created when you publish a document from Hubdoc to Xero?
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Quotes - More Filter options for the Overview screen
A user that has limited access but needs to be able to filter from the main screen not just start date and end date - it needs further drill down options
1 vote -
Purchase Order - Add new tracking category from Purchase Order
Add a new tracking category from the Purchase Order tracking field dropdown
1 vote -
Xero website - Bulletin board for posting businesses for sale
Xero now has a vast database of businesses many of which are profitable, and many of which are probably less so. At any rate, it has access many savvy business individuals who have capital willing to invest within and outside of their boarders. Perhaps it could create a meeting place for willing buyers and sellers of businesses. I for one am ready to retire. My business is marginal but has opportunities for someone who wants to get into my domestic market.
1 voteVery interesting idea, Myles. It's not something that exists atm, but I've shared back with our team that manage our website. We'll keep an eye on the interest from others in this here and let you know if there's any updates to share.
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Fixed Assets - Allow Standard users to delete Draft asset transactions
Amend the Standard user level to have the ability to delete draft asset draft transactions. If an invoice has been incorrectly entered and allocated to asset account and the information pushed through to draft assets, the standard user, who made the error should be able to correct it. They are able to correct the invoice side of things, but this does not remove it from the draft asset list, and they are unable to delete. Standard users have the permissions to delete draft bills and invoices, and even bank lines and statements.. but not draft assets?
1 vote -
Advisor pack - regular Balance sheet (not summarised!)
Can we get a regular balance sheet in the Advisor (management) packs?
For some reason it provides a summarised version, with statutory lines only (eg Fixed Assets, Trade debtors etc) but not the TB account by account.
"More" even has an "Account codes" option, which doesn't work 😕
Come on Xero!
1 voteHi Yaakov, sorry we've not responded to your idea here sooner. Is it possible you have a customised layout applied to the Balance sheet? If you're still finding accounts that you'd expect to be shown not appearing in the Balance Sheet report of your Management report pack I'd recommend raising a case with our team of specialists via Xero Central where we can take a closer look into what's going on.
I'll shortly remove your post from idea here, but please do get in touch with our Xero Support team.
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API - Add a VAT201 Report endpoint to the Xero API
If the VAT201 report endpoint is added to the Xero API, it could save businesses doing the reconciliation for their clients and their tax returns. The report could then be saved directly to an excel document based on specific dates and this could lead to hours of time being saved for the people doing the recon.
1 vote -
Would be good to ad payment machine to xero
Would be good to be able to link your payment card reader to program so you could direct print invoice after customer pay by contactless using hims credit or debit card
1 voteHi Lukasz, what payment provider do you use? Just incase you haven't seen we've launched Tap to Pay powered by Stripe which is now available in a few different regions.
In terms of connecting to direct payment terminals, this would typically be through an integration. We don't generally develop integrations with applications ourselves however you may want to see if there's an integration in the app marketplace that works with your provider and could offer the services you're after here.
- Don't see your idea?