60 results found
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Expenses - Show which expenses have been reconciled
Expenses and Projects - We have received some complaints about the functionality of these apps from our clients. In order for us to be able to assist our clients, it would be useful if:
There was a way to see what the app looks like from a users point of view. e.g. a demo version of the app.
If xero showed clearly which expenses had been reconciled to the bank to avoid double ups.
If you could sort expenses by date/contact/amount under the 'ALL' tab.
4 votesWe appreciate your feedback about Expenses and Projects. To be considered as a product idea, you would need to ensure that the idea meets the qualities of a good idea. In particular, we require that only one suggestion is made per post as this makes it easier for us to clearly monitor each idea.
After reviewing this idea, I can see that 3 suggestions have been made. Points 1 & 3 have been raised separately previously and can be voted on here - Expenses and Projects - Demo version and Xero expenses - Ability to change sort order
For the 2nd point, we'll need some more detail for your post to be considered as an idea. Please could you edit the idea to explain in more detail where you are seeing double ups and how these double ups are occurring. Once updated, you can reply to this update and…
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Xero message delivery failure notification
RE: Xero message delivery failure notification
This is WORSE than useless - it doesn't tell you which email. We sent 24 invoices as usual to one company's three invoice clerks. We had three messages back covering two of those three clerks. It too 90 minutes with them checking every invoice in their system before we could work out which han't been sent.
Absolutely dreadful system. Why is it impossible to tell us which emails weren't sent?3 votesHey Christopher, sorry to hear the troubles you're running into here with email failure notification. If you're experiencing performance issues, or some thing isn't working as you'd expect it to, it's best looked into with a closer lens. Please raise a case with our Xero Support team on Xero Central and our specialists can investigate with you 1-1. Thanks!
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Global payrun - unable to pay employees in Bills Payable after 23 July
Xero told us Global Pay Run would be retired from 23 July and advised us to download Pay Run data but did not tell us to pay employees before that date. I approved a pay run a few days ago, intending to pay it at end of month in the Bills to Pay module, which has not been retired. But now those bills and deductions in Bills Payable are greyed out and inaccessible. Xero did not tell us about this. Please let us pay off those bills in Bills Payable otherwise they will be stuck there indefinitely.
2 votesThanks for reaching out and sharing your concerns regarding Global Pay Run payments, Jonathan. Understand that you're looking for guidance on how to manage the pay run bills you approved prior to Global Pay Run becoming read-only.
For any Pay Run bills that were not marked as paid by July 23rd, you can post manual journals to adjust the balance of non-system relevant accounts. While it's not possible to post manual journals directly to system accounts like Accounts Payable, there are other ways to make these adjustments. We have a helpful article on Xero Central that outlines the steps to do this.
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Cash Coding - Cancel button
Add cancel button to Save & Reconcile on cash coding
2 votesHi Judy
Thanks for submitting this idea!
We'll just need a bit more detail for your post to be considered here. There's already an 'Uncheck all' button and a 'Discard changes' option on this screen. Just so we can fully understand, what exactly would you want this Cancel button to do, that the existing options don't do?
This will help others in community know what they're voting for, and ensure we can get your idea to the right people in product for consideration.
If you'd like to update your idea, you can reply to this update and we'll re-review - See more details on the qualities of a good idea on Xero Central.
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GST - Edit columns size on GST return transactions report
GST return transactions report - how do you widen the Reference column?
2 votesHi Shona, appreciate you sharing your idea about the Reference column in the GST Return Transactions report.
We understand this might be an inconvenience when the column doesn’t display as expected. This is typically influenced by your device or screen setup.
To help other users understand the issue further, and to help us get it to the right team, it would be useful to have a bit more detail. You can edit your original post and respond directly to this update if you'd like us to re-review.
In the meantime, there are a few workarounds you might find helpful: selecting fewer columns, zooming out in your browser (Ctrl + - or Command + -), or exporting the report to Excel or Google Sheets to adjust the layout.
We’ve marked this idea as Feedback for now while we gather more context. You can also check out our guidelines on what makes…
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Importing - Special characters
Being able to import special characters - right now it deletes the letter completely which is frustrating. It worked in the previous version so surely this is something that could be brought back? (🙏)
2 votesAaah good to get this added feedback and thanks for the detail, Meloraylan.
When it comes to integrations and how data is synced into Xero from another application we'd recommend making sure you've connected with your app provider. Generally, they will have designed and built their integration with Xero themselves and will be best placed to help with any changes that may be needed when syncing your data.
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Be able to generate statements by Customer and reference(ie project names)
Be able to generate statements by Customer and reference(ie project names)
2 votesWe'll need some more detail for your post to be considered as an idea here, Desrae. This will help others in community know what they're voting for, and ensure we can get your idea to the right people in product for consideration.
If you'd like to update your idea, you can reply to this update and we'll re-review - See more details on the qualities of a good idea on Xero Central.
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Jobber - Import invoice number into Xero
Having recently started using Jobber and it is so frustrating that the invoice number in Jobber does not import correctly into Xero.
Having the Invoice number appear in Xero as the reference and the reference number appearing as invoice number in Xero, I am having to go into each invoice and edit.
Raising this query I was first told it was a Jobber problem but New reply from Xero has confirmed that is is the mapping designed by Xero that needs to be corrected.
Please can you address this problem.
Thanks1 voteHi, thanks for your feedback about this.
As Jobber is an external app, they've created their own integration into Xero, and they'd be best placed to check if/how their invoice numbers can be imported into Xero.
We'd recommend reaching out to Jobber directly to ask about this.
If you need further help after contacting Jobber, please raise a case with our Xero Support team on Xero Central, and our specialists can check it out with you 1-1. Thanks!
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Looking for help
I need help with clientele for my business. I am a wedding planner and an event planner.
1 voteThis area is used to suggest improvements to Xero. We'll need some more detail for your post to be considered as an idea here, Nicole.
Alternatively, if you are looking for support on setting up or using Xero please raise a case with our Xero Support team on Xero Central and our specialists can investigate with you 1-1. Thanks!
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Pre-populated data pulled from uploaded bills
For bills uploaded to:
1) Auto-populate descriptions, quantities, and item prices in your bills &
2) Notify you if banking details on the invoice differ from the last invoice received from that supplier.1 voteWe appreciate your feedback about uploading bills, and this has been shared with our product teams.
However, as this does not meet one or more of the qualities of an idea votes and comments have been turned off.
The reason for this is that the idea submitted contains more than one suggestion. Limiting an idea to one suggestion allows for better monitoring and helps your idea to gain support.
You can edit your post and/or create a new one, and respond directly to my update if you'd like us to re-review. Thanks
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Reporting
It would be a awesome if you could pull all data into one report as opposed to having to pull reports and compare / do v look ups to pull data in to make one report :)
1 voteWe'll need some more detail for your post to be considered as an idea here, Melissa. This will help others in community know what they're voting for, and ensure we can get your idea to the right people in product for consideration.
It would be useful to understand what information you would like to see reported together or even the reports you are currently combining and using the Vlookup function for.
If you'd like to update your idea, you can reply to this update and we'll re-review - See more details on the qualities of a good idea on Xero Central.
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EPS Submission date and set up
It would be very useful to enable business to set up own date to submit EPS or amend it. It is automatically set up within deadline but business should be able to submit earlier or later if required
1 voteHi Barbara, thanks for raising this idea with us regarding dating the EPS submission earlier or later than the set times in Xero.
For clarity, when a pay run is posted, an EPS is submitted to HMRC between the 12th and 19th of each month, in time to meet the HMRC deadline of the 19th. Even if a pay run is posted earlier, it will show as Scheduled until this period. It isn't possible to send an EPS earlier in Xero. If you need to send an EPS for a previous month and can't wait, you can use the Basic Tools from the HMRC website.
We appreciate you taking the time to share your thoughts with us ⭐
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Receivable Invoice Detail to show last payment amount
under "Receivable Invoice Detail" please show last payment amount column
1 voteThanks for your feedback on this request. We understand that having the last payment amount visible in the Receivable Invoice Detail report would be a big help for many of you. For now, a workaround is to open each invoice to view its payment history. 🔎 This isn't ideal, but it will give you the information you need.While this idea is not currently on our development roadmap, we are keeping a close eye on all the suggestions here. We'll be sure to post an update if there are any changes in the future. Thanks again for sharing your feedback with us! ⭐
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Prototype Home Page - New dashboard widgets
Please, can we make sure the new dashboard will still have all the existing widgets and their current functionality, including VAT Return, Account Watchlist, Invoices owed to you, bills you need to pay, and that each bank account will have its own widget, so that it doesn't become the same debacle and waste of our processing time in doing the same functions as now.
1 voteThanks for your feedback on the new dashboard widgets. We're excited to see so much engagement and appreciate all the suggestions on what you'd like to see 🤩. We understand that a more flexible and customisable dashboard is key to helping you manage your business more effectively. We'll continue to keep you in the loop as we progress. Thanks again for your valuable input and for helping us shape the future of Xero!
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Date Picker - Not default to the current date.
Dates - could this please not necessarily be the current date? This is the one most infuriating thing I find with Xero as it is time-consuming to keep altering it.
For example, when entering bills, I am working through bills from the previous month. It would be useful if the date remembered the previous date entered and defaulted to it, so that one could just change the 'day' number and not the month and year.
Alternatively, could one choose a month period and year so that all entries are going to be in that month, with just the day numbers…
1 voteHey Richard, thanks for the feedback on the new Home Page Prototype. I can see that this particular feedback, is about the default date that populates in an invoice or bill when you first create an invoice or bill. Although this is helpful feedback we are hoping for more specific feedback on your experience of the new prototype Home page. We will pass the date picker default date feedback along and ask that you click the Feedback link at the bottom of the Home Page and share your own experiences with the Home Page. Thanks again for the feedback.
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Timesheet synchronisation with Tradify
Automatic transfer (synchronisation) of timesheets from Tradify to Xero. Settings to chose which timesheet category (Tradify: billable vs non-billable) is transferred to which earnings rate on Xero. Prompt in Xero's payroll feature to check the synchronised data before submitting the pay.
1 voteHi Wiebke, we’ve reviewed your idea about timesheet synchronisation between Tradify and Xero Payroll features. We appreciate you taking the time to suggest this.
Since this request involves a third-party app (Tradify), any integration would need to be initiated and maintained by the Tradify team. If you haven’t already, we’d recommend reaching out to them directly to let them know you’re interested in an improved Xero integration. It often helps when the request comes from users like you.
As this falls outside the types of ideas we can action from our side, we’ve turned off voting and comments on this post.
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aroflo
AroFlo → Xero Integration Ignores Quantities – Every Line Shows “1” in Xero
We use AroFlo to create purchase orders and invoices, and send them into Xero via the standard integration. In AroFlo, each line has the correct quantity, unit price, and total.
However, when the invoice arrives in Xero:Every line item quantity is set to 1
The real quantity is moved into the item description
This breaks inventory tracking, reporting, and makes invoices misleading for our clients
AroFlo support has confirmed this is a “limitation of the Xero API,” but from our research, Xero’s API does support a…
1 voteSorry to hear the troubles you're running into here.
If you're experiencing issues with the data that's imported into Xero from an integrated app such as Aroflo, we recommend contacting them directly, as they'll be more familiar with the dataflow from their application and what it can do.
If Aroflo need assistance with their integration, they're welcome to reach out to us for help.
That said, if you still need help after contacting them, please raise a case with our Xero Support team on Xero Central and our specialists can check it out. Thanks!
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Bill Changes
New Bill Button Changes.
I am freaking out about changes that Xero are going to force on us within the Bills Framework.
The Invoices framework changes have been the stuff of nightmares.Today I noticed the pop up about the "refresh" coming to the New Bill Button and I am freaking out because of how horrible the options are in Sales and I have double they are going to push this on us.
Xero used to be like the Trinity Library in Ireland, though not know by all it is elegant, filled with knowledge, and awe inspiring.
Now its the…1 voteHi,
We appreciate your feedback about the Bills features, and this has been shared with our product teams.
We'll need some more detail (such as any changes you would like to see) for your post to be considered as an idea here. This will help others in community know what they're voting for, and ensure we can get your idea to the right people in product for consideration.
If you'd like to update your idea, you can reply to this update and we'll re-review - See more details on the qualities of a good idea on Xero Central.
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TPAR - Address should be optional
Addresses should not be a mandatory condition for submitting TPAR Reports to the ATO via Xero. This is not mandatory with the ATO, why make it mandatory in Xero?
Many contractor and supplier invoices don't have their addresses listed on their invoices. Some don't have offices and it would be understandable that they don't want to put their home address on the invoices.
It is also quite cumbersome for us as the preparers when we can't lodge the TPARs in Xero and have to then line by line copy and paste out to submit via ATO.
It would be great…
1 voteThanks for your suggestion to make the payee address field optional on the TPAR, Kai.
While the address isn’t required when lodging manually, Xero’s TPAR is built to meet the ATO’s software provider specifications, which do require the payee address for electronic filing. That’s why Xero treats it as mandatory and will show an error if it’s missing.
If you prefer not to include the address, you can export the TPAR as a CSV and lodge it manually with the ATO.
As this is a compliance requirement, we’ve closed the idea for votes and comments. However, we’ve shared your feedback with our product team in case the ATO’s requirements change in future.
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Bills - Work through the PDF (existing classic feature - please keep)
Bill entry - keep the ability to tab through and edit through the PDF of the supplier's bill.
Note this is a request to keep this beautiful feature when it comes time to upgrade Bill Entry. The ability to have a PDF in mid screen while tabling and data entry literally 'through' the PDF and seeing the fields change is a huge time saver and contributes to accuracy and speed - this is something that maybe overlooked when the team starts to 'upgrade' billing as per invoicing et al.
1 voteWe appreciate your feedback about keeping existing bill functionality, and this has been shared with our product teams.
This will be something the team consider as they look at further enhancements to bills, however being a request for an older feature your post here will be changed to 'Feedback'
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