Skip to content

For small businesses

Categories

  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback

1629 results found

  1. Where the Xero bank account balance and the bank's account balance don't match, but the account has been fully reconciled, Xero displays both balances.

    It would be good if Xero would also show the difference, ie, how much is the difference between Xero and the bank.

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  2. At the moment Xero allows you to change a CIS invoice etc that effects the CIS return that you have already submitted. It doesn't tell you that it would need to be resubmitted or that your action will effect your CIS report. Would it be possible for Xero to alert you that your action will effect the CIS report already submitted and advise you to resubmit it.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  3. Realised currency gains and losses to be allocated to the same split of team codes and activity codes allocated to the original transaction.

    At the moment, any transaction which originally contained more than one team code and/or activity code which has realised foreign currency gains/losses has the gains/losses posted with 'multiple categories' for team code and activity code. This can cause issues for internal management reporting where there is a need to then manually assess each element of the gain/loss to see which team or activity it relates to. If the gains/losses were automatically split on the same basis as…

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  4. Reports - Aged Receivables: I would like to be able to include the VAT rate/VAT rate name as a column in the aged receivables detailed report to avoid manually checking each invoice in the list

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  5. Once a report is published, there's no way to edit the name. I like to add a reference in the publish-name of a report so that I can easily find the specific one that I'm looking for in the list of published reports - especially useful when you're publishing multiple bank account reconciliation reports. Sometimes I forget, and the only way to change the name of a published report is to delete the report and re-create it.

    5 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  6. Would it be possible to add Project Codes as a selectable column in the Account Transactions report? We would find this most useful as it would save time.

    78 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  7. While in Dashboard and in a bank account, if I have a bank rule being used and you see it on the right with the vendors name, please add the gl acct in that same box so I can look at each gl account before I hit OK and save. Some vendors are used with different expenses so not seeing the particular gl acct makes me do extra steps by click on details and checking there.

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  8. The PST bill that is generated from the report should included the entire PST collected and a second line to the PST commission.

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  9. The ability to have accounts display in GL account number order on reports. It boggles the mind that this is not an option already!

    87 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  10. Direct Payments - Change of status - Scheduled to Paid

    Currently within 'Manage direct payments' the Status doesn't change on future dated payments once they've been paid. ie. Once a scheduled payment is made change the status to PAID.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Thanks for the confirmation, Michael. While it's not something we have direct plans around atm I've slightly updated the title of your idea and we'll keep an eye on the interest for this. If there's any change we'll share this with you, here.

  11. Thank you for the 'Today - tomorrow' options in date selections but we would really benefit, and use regularly, a 'Yesterday' option given we often Invoice customers 'after' they have collected goods etc.

    ... just a thought

    17 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  12. In the classic invoicing, when I am approving my invoices draft then I click "Approve and view next", it goes in the next invoice subsequent number.

    In the new invoicing version, when I click on "Approve and view next", it goes directly to the last invoice number instead of the next one. I have a lot of drafts to approve and it has to be in the right order.

    For this reason, I stay with the classing invoicing. I might consider switching back to new invoicing if this issue can be resolve in the future.

    49 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  13. Auto-reconciliation for transactions and invoices/bills - I appreciate that the manual reconciliation is to allow for oversight and management of transactions, but when you have several thousand transactions in a month, reconciling them all is very tedious, especially when 99% of them is just clicking "OK" after checking that the names/references match!

    Auto-reconciliation would be an amazing timesaver, even if it was just for transactions where the references or customer names onn payment and invoice/bill match. Please consider adding this!

    7 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  14. Our company are making use of the "personal money" and "company money" options to submit their expense claims. There is a report to track cost paid with personal money but no report to track cost paid with the company money. This report will be critical for commission calculations.

    3 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Hi Hiten, company money transactions are recorded in the organisation as Spend money. You could run the Account Transactions report for your bank accounts, and add a filter for, or group the report by source to only see spend money transactions.

    In terms of commissions, we don't have a specific feature for tracking this however you could use Tracking in Xero to set up a Tracking category and each of the employees as a tracking option on that category. This way when they are entering company money transactions you could track it back to the employee by filtering by that tracking option.

  15. GST - Keep GST in the "Account watch list" at the previous month until after the previous month is reconciled. I transfer my monthly GST into another Bank account at the end of each month so it is available when the BAS is due. It would be helpful it the monthly GST in the "Account watch list" didn't roll over to 0 on the 1st of the month but stayed until all accounts were reconciled and we could see what the GST payable amount was for the previous month. I think this would be a great feature to any small…

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  16. It would be nice to have an option in the invoices settings to have approved invoices automatically marked as sent.
    This would be mainly for users that send their invoices with another program, so the invoices they enter in Xero are always sent.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  17. Add a new setting within fixed assets to set a minimum value for fixed assets.

    We have a minimum value we capitalise of £250, but some bookkeepers we use still post trivial items to fixed assets.

    Below the threshold they would not be able to post to the fixed asset nominals.

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  18. Hello Xero
    Please fix the table content in your invoicing to auto calculate the balance of a split entry like a lot of other accounting softwares offer. Its very frustrating to have to use an external device to split an entries value. I am talking about GST free and GST active entries on the 1 invoice. such as insurance - stamp duty is GST free the rest of the invoice has GST in it - one has to use a calculator to split the payments up

    thanks

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  19. When a customer pays, could the find and match box show outstanding invoices for that customer instead of all customer outstanding invoices? It would speed up matching the payment

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  20. Being able to turn off "suggest previous entries" can prevent clients being to trigger happy with the "Ok's" in the bank rec screen. Unfortunately, this option does not flow through to the Xero APP. Can this please be updated.

    3 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  • Don't see your idea?