112 results found
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To be able to send out service and inspection reminders by date
Could we add a feature to enable us to email out service and inspection reminders up to 28 days before it is due.
This could be done by date only.
It would save us having to add another app and potentially another running system to get this feature.6 votesAaah gotcha, thanks for the confirmation and additional feedback on the idea here. A bit of an extension from our existing functionality for Contacts and there may be some CRM solutions that you could explore in the Xero app store atm.
For now we'll track the interest in this from community here.
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Petition for Xero Executives Regarding Alleged "Improvements"
Petition for Xero Executives Regarding Alleged "Improvements"
I encourage Xero Subscribers and other customers to start commenting and upvoting so we can show the Executives that these "improvements" are NOT improvements!
So, if you have had problems with any of the alleged improvements, some I have listed below, they include any sub issues associated with the changes.
Please add only "I agree" in comments. This will help our overall numbers into a louder and bigger voice.
- New Bills View
- New Contacts View
- New Invoice View
- Retiring of classic invoice layout
- Xero Support Staff Gaslighting you
Unfortunately, there are so…
102 votesHi community, I’d like to share the new Xero Central page for new invoicing that we noted was coming.
Along with updates to individual ideas on the site here, this page will become the one source for key feature rollouts including:
- what’s available in new invoicing right now,
- timelines for features and enhancements going live in new invoicing, as well as
- a comparison table between the classic and newer versions of invoicing.
We'll be updating this page regularly.
Remember, you can keep switching between the two products between now and September. Thanks
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Automatic Card Type Detection and Dynamic Surcharge Application
Subject: Feature Request – Automatic Card Type Detection and Dynamic Surcharge Application
I am writing to request a feature enhancement for Xero’s integrated payment services that would allow businesses to automatically detect the type of card a customer uses (e.g., domestic, international, credit, debit) and dynamically apply the appropriate surcharge.
Why this feature is important:
Card processing fees vary significantly depending on the card type and origin. Automatically passing the correct surcharge to the customer ensures transparency and helps businesses recover costs fairly.
Manual calculation or flat surcharges can result in either under-recovering costs or overcharging customers, which is not…2 votesHi 👋 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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Giving Statements for Year End
It is crucial to be able to print or email statements to multiple or all contacts with received money transactions at once showing each received money transaction for the contact in a time period on individual/separate pages by contact. This is really needed functionality because any nonprofit entity needs to send giving/donation statements at year end. I have tried multiple reports and statements. I can create an Account Transactions report showing all the clients and the received money entries, but it doesn't allow me to separate contact on their own page. The functionality under Business and sending statements would be…
7 votesHi Justin, thanks for sharing your idea again, I understand the challenge of creating a statement for a contact who only have receive money transactions. We've reviewed your idea agree its something others have asked for, so now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
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Dashboard - Posting Payments/Receipts direct from the Dashboard
When posting a payment /receipt against an "already entered" Bill or Invoice, it would be good to be able to do this from the Dashboard. This link could be added to the "+" on the Dashboard and could take you to a search facility to search for the Bill or Invoice. This would also save time having to search under Bills to Pay and Invoices awaiting payment.
Yes, payments and receipts are automatically matched in the Bank Rec, but it would be good to be able to post the payments/receipts without having to wait for them to appear in the…5 votesWe're grateful for your engagement and letting us know how adding a payment/receipt directly from the dashboard menu would be beneficial for you.
Our Community have reviewed your idea and moved it to the 'Gaining Support' status. Along with votes, other community members can now comment to share additional detail about how your idea could improve their experience with Xero.
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Purchases overview - View Billable expenses not billed.
Purchases Tab: would like to see Billable expenses not billed.
7 votesWe'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 now comment to share additional detail about how your idea could improve their experience with Xero.
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Use Tab to confirm highlighted selection and move to the next field (don't require clicking enter)
As Xero started to update existing modules, the "new" modules, took on this idiotic philosophy/logic that users should need to click Enter before clicking Tab.
Previously, I could type an account name (or part of one), use up/down arrows to highlight the account in the list, then click Tab to confirm the selection and move to the next field.
This is (fortunately) still the case in the Create transaction screen.
This functionality was removed from New Invoicing.. but fortunately, it was eventually returned.
This functionality has been removed from Adjustments > Bank Fee function.
It's annoying as ****. Just fix…
2 votesHi 👋 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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Transition period for non UK organisations - managed financial year end
Can the transition period for change in financial year date be added to companies that are non UK organisations as well. we have a group of companies that all extended their financial year but i have only been able to use the transition period in UK organisations. Why is this not an option in non UK organisations?
2 votesHi Claire, thanks for raising this. We appreciate you sharing the want of having the transition period feature across all the regions while it is only currently available for UK organisations. Your idea is now in Gaining support status, meaning our community team have reviewed it and it's open for community support through votes and comments. We encourage others who would benefit from this to add their votes and share their use cases to help us understand the broader need.
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Trial balance - Customise/Hide Columns in Working Trial Balance for Review
Can we have the ability to hide or adjust size/ minimise "reporting codes" & "adjustments", "Adjusted balance", "Variance" & "Assignee" - making this more customisable for easy review & based on what is important for each person.
3 votesWe appreciate you sharing your idea and letting us know which changes matter most to you. Your idea has been reviewed and is now ready for community support.
Be sure to share this with any colleagues who would find this beneficial, encouraging them to add their vote as well. Community members can now also comment, offering more context on how this idea could improve their use of Xero.
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Automatically matching internal transfers
Our business has multiple accounts (multiple transaction and savings accounts). When we do an internal transfer between accounts, we have to look through our accounts to see which one it was transferred to, I normally do this by searching for the description, for example "ONLINE {ID From Bank} {Transaction description} {Our company name}" in our other accounts because the descriptions are the exact same on both ends of the internal transfer.
The feature I would like to propose is automatic matching for transfers between accounts with the same bank (between different banks the descriptions are often different).
Being able to…
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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510417
Remittance Advice sending functionality when using "Make Payment" to connect to the Bank directly and pay multiple suppliers please!
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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I would prefer Xero creates a Purchase Credit rather than a Sales Invoice forBAS - Automatic Reconciliation of BAS Payments Auto create entr
I would prefer Xero creates a Credit in purchases rather than an Invoice in Sales for BAS - Automatic Reconciliation of BAS Payments Auto create entries
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Allow user to choose payment account when creating a Stripe direct feed
Currently, if you connect a new Stripe feed, your default Stripe payment account auto updates to the new account without asking or notifying you. This is highly problematic. At a minimum, you should be notified that its updated. At best, it should ask if you want to update.
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Allow user to choose payment account when creating a Stripe direct feed
Currently, if you connect a new Stripe feed, your default Stripe payment account auto updates to the new account without asking or notifying you. This is highly problematic. At a minimum, you should be notified that its updated. At best, it should ask if you want to update.
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Sales overview - Ability to customise and shift Billable expenses above Quotes
Sales tab - Love the "Billable Expenses", Needs to be above Quotes.
Need to be able to not bill them where I have a project invoice. Just assign the customer.4 votesWe'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 now comment to share additional detail about how your idea could improve their experience with Xero.
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Xero Certification - Suggestion to reduce or remove the 24-hour lockout period
24 HOUR LOCK WHEN CERTIFICATION TEST "FAILS" NEEDS REMOVED IMMEDIATELY.
We have a trainee going through his Xero certification. He timed out the first test. He is now locked out for 24 hours.
We can't have him spending weeks doing this.
LOCK NEEDS REMOVED IMMEDIATELY
2 votesThank you for sharing your valuable idea and for highlighting the improvements most important to you.
Your suggestion has been reviewed and is now available for community engagement. You can share your idea to colleagues; not only can they add their vote, but they can also use the comment section to provide additional context on how this change would enhance their experience with Xero.
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Insert multiple item lines in one click (template)
Product/Inventory - Template Parent Item Line.
Would hugely time saving to be able to add multiple item lines with one click.
Clicking on a parent item which has selected item lines attached.
These multiple item lines are the items that would be used on every invoice, creating an item line template so to say.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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Reports - Date Range to include Calendar Year to date
Entities often need to view business reports in calendar year, as opposed to Financial year.
Increasingly, revenue, expense and profit performance and targets at management and operational level are considered by calendar year.1 voteHi Ian thanks for sharing your idea here, and letting us know the changes that matter most for you.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too! In the meantime, we recommend typing the date in the box to avoid extra clicks. You may type 1/1/25 or Jan 2025. If you require further help with this, we recommend raising a case with our support team.
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Dividends and distributions - Automated transaction type to Equity and Assets
It would save time and avoid accounting errors if a new document type existed (akin to Bills) that can be sent to recipients (contacts) generating the accounting transactions appropriate for distributions such as dividends and appointments from trusts. Those transactions would be on equity and assets accounts (not expense accounts and accounts payable as is the case for Bills).
It would be great if such processing could be applied to contacts in bulk (e.g. a shareholders register) but the possibility of accounting for distributions singly would be a good start.
I am a trustee and the usual distributions are cash…
1 voteHi Adrian, thanks for sharing your idea, and letting us know the changes that matter most for you.
We've reviewed your idea and now it's up to the community to get behind and support it. Feel free to share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
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MTD for ITSA - Facility to export a PDF of quarterly returns
It's currently not possible to export the Income Tax Self Assessment figures for the MTD for Income Tax quarterly submissions as a PDF to include them in a documents pack for client's approval via e-signature in Xero.
This would be helpful from April 2026, so accountants can gain client's approval prior to submission with HMRC.
3 votesThanks Mandy, for submitting your idea!
We've reviewed your idea, and it's now open for the community to support.
Other Xero users can now vote for your idea and add comments to share how it could enhance their own Xero experience.
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