177 results found
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Bank account verification
With cheque books out of circulation and therefore not being able to supply a bank deposit slip for proof of bank account number - a form showing our company bank account name and number where we dont have to take a screenshot of the dashboard and white out information. May exist already or an easier way?
1 voteHi Trish, as a form of verification this is best provided from your bank rather than Xero.
We'd recommend approaching your financial institution/bank for a form such as this that can verify your bank account name and number.
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E-invoicing - Allow for public companies
Xero does not list a public company as eligible for e-invoicng. The Australian Tax Office site does not restrict public companies from using e-invoicing, so can this feature be turned on by Xero?
We are a small not for profit company limited by guarantee and would like to be able to access e-invoicing.
1 voteHi Shane, while we understand why you'd like eInvoice capability for a public company - The reason we don't allow registration for type of entities is that we're unable to reliably, and automatically identify this type of business entity which means that we do not permit registration.
While we are always reviewing our security processes and balancing the risks against customer impact, there are no plans to change this restriction
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NZ Payroll: 'Opted out' flag for Kiwi Saver
For NZ Users, when an employee has opted out of Kiwi Saver (which is confirmed by the tax dept) change the Xero description from "Not eligible" to "Opted Out of Kiwi Saver".
This would have saved me a lot of time and your Team there answering this question :-).1 voteHey Rachel, thanks for submitting this idea!
The team have confirmed that for employees who have opted out, they should be set up as "Automatically enrolled" then "Opt Out" with their opt out date, rather than selecting "Not eligible".
This matches to the available KiwiSaver options through IR.
As such I'll be shifting this one to 'Not planned', but if the advice from IR changes, we'll update the update the settings accordingly!
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CA payroll - Assign tracking category
CANADA : Payroll Tracking Categories. I would like to be able to assign a category to individual employees or their hours worked. We have different projects and it is important to be able to see how the salaries are divided amongst the projects.
1 voteHi Victoria, we don't currently have a specific version of Payroll for Canada.
It’s not possible to use tracking in Xero Pay Run. Pay Run in Xero is very simple and is designed for organisations that have a very small number of employees and uncomplicated recurring pay runs.
An option could be to apply tracking to their payroll expenses by entering manual journals 🙂
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Reporting - Add graph from old account summary into the new to track progress
Add the graph from the old account summary report to the new reporting as people use it to track progress. I understand this feature will be turned off next June/July so would be good to have it moved over to the new reporting
1 voteHi Jennifer the graphs in older versions of reports have been removed as they were running off old technology that is no longer supported.
There are ways of getting more if a visual view of performance in new reporting with tools such as Xero Analytics, and our teams have also added charts to the Income & Expenses by contact reports to help you keep a track of your top customer and suppliers at a glance.
It'd be good to understand is there is something missing within these tools that you'd like to see added or improved.
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Reconciliation - Conclusive reconciliation
Xero should provide 'proper' bank/card reconciliation so as to be able to conclusively reconcile the xero record with the source bank account.
What xero calls reconciliation is merely 'matching' bank feed transactions to xero transactions. This is not really reconciliation to source account because the Bank feed is known to both miss lines of the statement and duplicate lines of the statement.
If the feed misses a transaction and it is not in xero either you would never know through the existing reconciliation (matching) process.
Similarly if the feed duplicates a line it may cause it to be created in…1 voteHi Andrew, appreciate you'd like ensure what's been imported from your bank to Xero. We will continue to develop the logic and learning behind matches and suggestions Xero provides overtime.
As you know Xero has direct connections with many banks and financial institutions to offer feeds and import statement lines from your bank. In many cases these can be auto matched through a bank account in your organisation.
Despite being thorough in many situations, as these are connections with parties external to Xero, there are cases like you've noted where statement lines can be missed or duplicated - Hopefully you don't find this occurring too often if you do I'd recommend connecting with our Xero Support team to see if there's any way to improve what's being imported.
Manual intervention and review of bank reconciliation is required to confirm what has been reconciled and imported to your bank to match…
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Xero apps China
Please apply to have Xero apps to be accessable in China
1 voteHi Cain, we're aware that Xero has been blocked in certain areas of the world. These censorship instances are put in place by the local authorities and are out of our control.
We're not currently aware of any exceptions to this rule or any ways to work around these blocks. -
Place the entry field for the 6 digit security code on the actual login screen instead of the "Try other verification methods"
I have one customer who pays me monthly and 30-40 suppliers who all accept payment on the 20th of the month following delivery. All I need from my accounting software is to fullfill my monthly GST sales tax obligations and my annual tax returns. At present when I apply to log in to Xero (once per month) as a small business owner, I am told to enter a 6-digit security code that is being sent to my phone. However, there is no field there to receive this 6-digit code. Instead I am given the option to try other verification methods.…
1 voteHey Hugh 👋
If you've set up MFA using Xero Verify, you'll be offered push notifications, as the primary verification method.
As you've found, the six digit code method is still available, but as a back-up method instead.
If you're using a third-party authentication app, you won't need to click in to 'Use another authentication method' to enter the six digit code.
Instead you'll be greeted with the code entry screen immediately, as pictured.
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BAYZAT (UAE) - XERO
Integrate XERO accounting with Bayzat (UAE) for payroll processing.
1 voteHey Aparna, thanks for your idea!
As this is more of a suggestion for Bayzat, I'll be shifting this to 'Not Planned'.
At Xero, we have an open API, which means anyone can develop an app or integration for the product, without providing us documentation.
If you'd like to see your HR or scheduling software integrate with Xero, I'd recommend reaching out directly to their team 😊
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Credit note - Explanation
Credit note - please do not change any unit price after a partial credit has been raised
For example, we have invoiced (tax exclusive)
Quantity / Unit price
2/ 25
2/ 25
2/ 25
4/ 25
2/ 50
3/ 50
4/ 50
10/ 50Client request to have credit on one of the lines (tax exclusive)
Quantity / Unit price
2/ 25After the credit note approved, client request another credit on the same invoice. Now, when we go to the invoice and add credit note, Xero will show, (tax exclusive)
Quantity / Unit price
2/ 23.96
2/ 23.96
2/…1 voteHi Cargo Plus, it's a bit hard to confirm the scenario you've noted here - although do appreciate the detail you've given.
I'd recommend coming into Xero Support by raising a case through Xero Central where one of our specialists can dig into the detail to help explain and provide understanding of the best way to handle these situations with your clients. -
Contacts - Live google spreadsheet of my xero contacts.
Create a live google spreadsheet of my xero contacts.
To allow users to work with Xero alongside whatever else they use, it would be handy if all the contacts in xero are also stored in a google spreadsheet. Most of our records are stored in google and if a user updates a phone number I have to change it in our records and in Xero. Similarly, if a customer changes their relationship with us, I update our records and then change their contact groups in xero. Currently this involves lots of importing and exporting which could easily be replaced with…
1 voteHi John, appreciate the thought and how some businesses are operating among multiple applications, however do want to open that we plan to continue developing contacts within Xero.
There is opportunity for interested parties to integrate with Xero through our API and more information on that can be found on our Developer community. There are also many CRM integrators listed in our App store that connect to Xero and could provide the system and synchronisation that you're after.
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Status Date Option- what was the status of the business on a specific date
To have a calendar where we could look back, for example, to 3rd June 2021 and see exactly what occurred on that date- who was on annual leave, what invoices were due on that date, what payments were made/ due on that specific date. Reports change depending on the day they are run, so if information is amended after it skews the figures. Could have both options- what the actual business situation was historically, and say an 'include modifications since' option where we can see both- with the date of the modifications added so we can see what changed the…
1 voteAppreciate the thinking around your idea, Victoria. In the way Xero works data and reports are updated in real-time.
To keep a copy of a report at a given point in time you could publish it, and History & notes or Assurance dashboard can be useful in understanding users activity over a period of time.
Being open, this would require quite extensive change and development across Xero and it's not something we have intentions of at this time.
If it's a circumstance you often find yourself needing, you may want to explore Xero's App store where there are connected and certified partners that can provide back up and storage services.
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remittance api
Expose an API for the sending of remittances to allow automation of workflows.
1 voteHey James! Thanks for submitting this suggestion 😊
Having a quick read of it, it sounds like one for our friends over on the Xero Accounting API feedback page.
That's the best place to share suggestions and feature requests for things like Xero API 👾
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payroll - change the look back to the way it was (where you can see things at a glance)
I just updated the employees to STP2 and it has gone from a nice clean format where I can view everything at a glance to a horrible, lots-of-white-space, format now where I have to continuously scroll down to see the information. This new format looks terrible and creates more work for the user! This includes both the timesheet approvals page, and the Employee information tax / employment info pages.
1 voteHey Rachael 👋 thanks for sharing this suggestion.
To be transparent, we have no plans to revert the changes made to the Payroll screens.
These updates are part of “Building on Beautiful”, the work we’re doing to improve the foundations.
As every part of Xero starts to look and feel the same, it will be easier to make other important changes.
These improvements have already allowed us to deliver highly requested features such as Payroll History, and support for STP2.
You can read more about that on our ‘Building on Beautiful' page.
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Credit limit integration with API
My client uses a third party system to integrate invoicing from Point of Rental (Syrinx) to Xero. Previously their was a "skype" field with the credit limit and P of Rental would pick this up and update the Point of Rental system.
This has been disabled by Xero and apparently Point of Rental cannot use the credit limit field in Xero to update their System.
Could Xero Allow their credit limit field to be used for the API ?
Any ideas
Richard M
1 voteThanks for the detail in your idea here, Richard. Appreciate why you'd like to credit limits to be available via the API.
We have a separate channel to collect and share back ideas around our ecosystem and the API - I'll close your idea here not really being the best place to capture this.
Welcome to join in and support the idea that's been raised for this across in our Developer Community 😊
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Stats function for Hotels - Rooms available, rooms sold and sleepers
In Hotels we have different statistics, other accounting software allows for this to be entered into the system, eg Rooms available, rooms sold and sleepers.
1 voteHi Katie, the statistics and fields that would be required to track the sort of detail you're asking here extend quite a bit beyond what Xero's designed for at present.
You may want to look into an integration through Xero's ecosystem that can help with your needs here - I've done a quick search for Hotel management apps here
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Don't schedule GoCardless payment if GoCardless not selected as payment option on invoice (GoCardless for Xero)
I don't know if this should go down as a feature request or a bug.
Most of our clients are set up through "GoCardless for Xero" in order to automate payments. This works great for regular, scheduled payments. However, when I need to create one-off invoices for clients who are set up in our GoCardless for Xero there's no way to send the invoice to the client without automatically scheduling the payment in GoCardless. This is not ideal because sometimes I want to send the invoice to the client so they can give the go ahead before I actually schedule…
1 voteThanks for raising this here, Xavier.
Checking in with our payments team I can confirm that this is working as designed, with no intentions to change this behaviour - The GoCardless for Xero integration is intended to auto schedule the payment of invoices generated from repeating invoice templates in Xero.
Appreciate there are scenarios where you may not want to apply auto scheduling and we'd recommend touching base with GoCardless who can advise about managing which invoice payments are collected via the GoCardless for Xero integration.
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Expose the "Delivery Address" field on an invoice to the API
Xero needs to expose the "Delivery Address" field on an invoice to the API. Currently we are unable to create an invoice via the API to include the customer Delivery Address field.
In the case where the contacts default delivery address changes over time, or the customer has multiple delivery addresses (and one Head Office address for invoicing/billing purposes), the "Delivery Address" field in the Xero New Invoicing function needs to be exposed to the API.
1 voteHi Sheldon, appreciate your idea however we have a Developer Community where your idea will be in the right place to gather support from others interested in the API, also we can make sure this gets back to the right teams here at Xero. 🙂
I'll close the idea here so others know where's best to raise this sort of thing. You can always come back and share the link to the idea you create in that forum!
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Rapyd Automatic Reconciliation
Add automatic reconciliation for users of Rapyd. At the moment the way Rapyd is exporting statement in csv format makes bank reconciliation for Rapyd users extremely cumbersome. If Xero could implement an automatic reconciliation service as they have done for Stripe would be great.
1 voteHi Jan, with Xero's open API many integrators have designed and built their integration with Xero themselves.
We don't generally develop third party integrations ourselves, and do want to be open in the forums here.
We'd recommend approaching Rapyd to see if this is something they may consider enhancing in their integration with Xero.
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Safari pdf
Xero on Safari: embedded pdf on bill or invoice will repeatedly force refresh the page.
Usually resulting in error and constantly refreshing.
Suggested fix is using iframe when detected browser is Safari as suggested here https://github.com/pipwerks/PDFObject/issues/243
Please update ASAP1 voteHi Matthew rounding back on your idea again here I'm going to close but highly encourage yourself or anyone engaging this sort of behaviour to contact our support team directly to for a deeper look in, Thanks
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