4898 results found
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NZ GST - Allow users to open multiple GST returns in different tabs
New NZ GST return - brings up the GST return for the wrong entity.
This is not a new idea, but a critical flaw in the new GST return that needs to be addressed right away. I have gone to support and they confirm that it is a Xero issue. "Currently, the Product Team have confirmed it’s not possible to work on multiple GST returns across multiple browsers using the new GST return." Then they said the best way is to put the idea on this page, so here goes.
We prepare GST returns for clients that often have one…14 votes -
UK Payroll - Employee birthday report
Would be really useful to be able to run a report of employee’s birthdays.
14 votes -
Xero Accounting app - Reinstate ‘I want to be repaid’ option to How Did You Pay field
I have been a customer for over 10 years.
☹️ You have taken away above feature in the Xero App which I rely on very heavily. I am bitterly disappointed about this. I need this back. Can you please reinstate it?
14 votesHi community, while we appreciate you raising this with us here I want to confirm that there are no plans to bring back the 'I want to be repaid' option in the Xero Accounting app. This option was connected to classic expenses which has been replaced by Xero Expenses where we have a separate app where employees can submit these expense claim type receipts through. If you're not familiar with Xero Expenses just yet, you can find more on this and how to get set up through Xero Central.
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Quotes - Feature for customer to select which items to accept
It would be great if when a customer receives a quote, it were possible for them to select which items they wanted from the quote and to deselect the ones they didn't want.
14 votes -
Budget Reports - Ability hide selected accounts
The ability to remove the nominal accounts from a budget or show only selection of nominal accounts on a budget report. This would be useful so we can send budget owners a reports which shows only the budget lines that they are interested in and keeps actuals and forecasts in other nominal codes confidential.
14 votes -
New Invoicing - Feedback
What I like that you added:
* Saving as draft!
* New Due Date drop-down selections (e.g. 14 days)What I do not like:
* No "add another invoice" option after save + print PDF, more clicks now
* When save + print PDF, now opens a new tab that needs closed, more clicks
* Cannot "copy" the invoice line "item" - I usually create many lines that I used to be able to copy & paste the "item", now more clicks
* Too much whitespace and font too large, I want to be able to see the data w/o…14 votesHi everyone, thanks for your feedback on new invoicing. We’re listening carefully to all feedback to make sure new invoicing has the functionality you need, as we prepare for retirement of the classic version.
We recognise that some things will be different, so we encourage you to spend some time familiarising yourself with the new version. We also believe all small businesses and advisors around the world can benefit from Xero, which is why we’re deeply committed to accessibility. We’re confident that in time, new invoicing will become easy to use and that you’ll enjoy the benefits of us being able to provide much more value on that platform quicker.There's some improvements we have made to enhance workflow. For example when you create a new invoice the cursor will begin in the Contacts field, from here you can tab through all fields of your invoice to enter detail. We’ve…
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New Invoicing - After adding payment, return to the same invoice, not the Sales Overview
Currently after adding a payment, the page goes to the Sales Overview - Invoices. It would be good if (possibly just as an option) it returned to the actual invoice I was adding a payment to.
14 votes -
Invoicing - Longer Reference field
It would be better is the invoice reference could allow for input of longer names, without scrolling, so it's all on one line on the invoice.
Currently, the invoice number character length and the invoice reference character length are the same, which seems odd, as usually the invoice number is just a few characters, but the invoice reference can be long (project name, case name etc)14 votes -
Hubdoc - Prevent Hubdoc publishing supplier bills before Xero lock dates
Please stop Suppliers Bills from being published in Xero if the bill date is prior to the period lock date!!!!
I only found out last night that Hubdocs will still publish a supplier bill with a date prior to the Xero lock date, this is crazy and I'm unsure why anyone would want Hubdocs to do this.
If you could add the option in Hubdocs to stop bills from being published in Xero prior to the lock date that would be awesome as it will ensure the integrity of end of period reports.
14 votes -
Repeating Invoices - Copy option
Repeating Invoices - ability to copy existing repeating invoice.
Reasons:
- Temporary Discount rewards (Scenario 1 below)
- Previously agreed future price changes
- Similar fee package for another client on a recurring basisScenario 1
- Client signs an ongoing recurring contract Monthly Fee = $1,000 (for illustration purposes):
- Client sends us a referral, so we discount their fee 10% for the next 4 months (update current recurring amount to $900)
- After 4 months client's fee will return to the previously agreed amount (create brand new recurring invoice, keying all the same information in, but removing the…14 votes -
User Roles - Invoice only (Approve and Pay) to add Tracking categories
I would like to give the ability to add tracking category to a user that is Invoice only with Approve and Pay permissions
14 votes -
NZ GST - Include History/Notes data on GST return page
It would be really useful to be able to track who made changes to the GST return, including who has reversed a return after it has been filed. If available it would allow a discussion to be had with the relevant person as to why the changes were made - which would save time. A recent example of this is when a GST return was filed and payment of the amount due was made. At a later date the return was then reversed and it is unclear who did this and why. This has resulted in time being spent chasing…
14 votes -
Multi-Entity - Intercompany Account Transaction Feed
There should be an ability to set up an intercompany account using the bank feed function between businesses that are 'connected'. This would save countless hours manually journalling transactions. You should be able to create a transaction in the bank feed, or mark an invoice as paid by the intercompany account and the corresponding transaction should show on the respective other company.
14 votesHi everyone, just a quick update from our team. To align with the changes made to Xero Product Ideas, we've updated the status of this idea here.
We encourage everyone who would find this feature useful to please keep voting and sharing your comments below. Learning more about what you would use this for and how it would help your business helps our product team understand the potential impact. Your detailed feedback is a crucial part of our evaluation process.
Thanks for your continued support and for sharing your thoughts with us!
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Bank Feed - Connect SumUp as a bank account
It would be great to be able to connect a normal SumUp account like you can Stripe or PayPal not just SumUp POS.
14 votesHi everyone, thanks for your votes on this idea. While we're always interested in integrating with more banks, the most effective way to get a new feed established is for customers to request it directly from their bank. The more that SumUp hears from its own customers that a Xero integration for bank feeds is needed, the more likely they are to work with us to build one.
For now, you can manually import your SumUp transaction data into Xero using QIF, OFX, or CSV file types. You can find detailed instructions on how to do this in the Xero Central article below.
This idea is open for voting and comments, and we'll continue to keep an eye on the interest for this idea here.
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Projects - Integrate with Google Calendar
Integrate Xero Projects with Google Calendar so you can allocate workload/timesheets to projects more seamlessly.
14 votes -
Manual Journals - Export multiple journals
Manual Journals - Export multiple journals
Allow users to export all manual journals at once either in PDF or to excel format
14 votes -
UK Payroll - Notifications to disappear for all users once action has been taken
At the moment when one staff member accesses notifications on the main Xero dashboard and actions it i.e tax code changes the notification will not disappear for all users on the Xero subscription. It would be a good idea that this could disappear for all users once actioned to completion to ensure that work is not duplicated by two or three other staff checking that same notification.
14 votes -
Purchase Order - Order Confirmation/acknowledgement
To add a function where you can input order confirmations for purchase orders. To enable quick review of what PO's have & haven't been confirmed.
14 votes -
Contacts - Show Payment Terms by Contact
Right now, we see average days we pay or receive payment. It would be good if we can have another row that shows us the payment terms we have with the contact so we can benchmark against performance that way. The data is already in Xero, just need to show it.
14 votes -
Invoicing - Duplicate draft invoice warning
Draft sales invoice. I would be helpful that when entering a sales invoice for a customer if Xero could advise/warn you that there is already a "Draft" invoice in the system.
I add to draft invoices each week, and sometimes a draft that is already in existence gets missed.14 votes
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