Skip to content

For small businesses

Categories

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

1629 results found

  1. Given that the HMRC reminders are non-customisable, sporadic and could be taken away at any time, could we please develop email reminders for VAT submission deadlines in Xero?

    50 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. Hi! I like the option to 'bookmark' frequently used reports using the star icon. However, I often click on the star of a report in my Favourites section by mistake, which immediately removes it from that section. It would be great to have a 'undo' option pop up, so you don't have to manually search for the report and add it back in again.

    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)
  3. We are a plant hire business and have recently started using Xero Projects to measure profitability by project/vehicle. We raise a significant number of sales invoices every day. This can only be done manually so as to match Purchase Order to Delivery Note and other relevant backing documentation.

    The project allocation selection is the final entry item, which doesn't run with the order the backing information is reviewed. It would be a great timesaver if the input boxes on the sales invoice creation screen could be moved around.

    The above update would enhance our efficiency.

    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)
  4. Currently, it appears that Xero is not authorised by Portuguese tax authorities for use with a company in Portugal. As we run a business in the UK using Xero, it would make sense to also use the same accounting system in an authorised fashion in Portugal.
    Could this be done?

    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)
  5. An updated, functional VAT reconciliation report.

    The existing VAT reconciliation report isn't particularly useful. It has to be populated manually and the figures that do populate automatically can't be drilled down into. Not helpful.

    VAT reconciliation aren't really a problem for us as we can use the Detailed Account Transactions report to identify the transactions posted directly to the VAT account i.e. transactions that have a category of VAT, whether it be a VAT payment, VAT on imports or just simply a miscoding by the client. Essentially it highlights those transactions that will affect the VAT ledger balance but won't…

    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)
  6. Currently fixed asset reports have to be run separately and there is no ability to add these into an existing report like the notes to the financial statements. It is reasonably standard to include a table in the notes that summarises cost, depreciation charged, accumulated depreciation and net book value for both the current year and the year prior.

    Requesting the functionality to pull this data from Xero into a report, rather than either having to run two separate fixed assets reports (one for each year) or a manual table where figures are typed in and manually added.

    Also requesting…

    9 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. When a report runs over a single page, the header formatting does not pull through to pages 2 forward. It pulls through the report name in small writing at the top of the page and leaves a large spacing at the top of page, as the attached screenshot shows.

    This product idea is to fix this bug so that either the report name header formatting pulls through to all pages within the report (preferable), or at least the empty space is removed.

    For example with the accounting policies section of the accounts, we would want the data shown in the…

    9 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. A default "Profit & Loss Detail" report is a standard option in pretty much every other bookkeeping system I've worked in and necessary for many companies.

    An additional option of running a standard P&L Report, but also being able to expand account sections to see the detail without opening a new report would be very useful for researching issues. It is tedious to continually run the report I need, only to click on one line item and then have to go back and run the original report again to continue researching.

    12 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. When using an "Add On", the customers settings in Xero do not work when invoice sent to drafts. For example when you click the discount column to pre-fill it won't. The fix is to delete the customers name and re-enter 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)
  10. New Account transaction report - remove the totals when generating the report for a single account.
    The new report adds a report total at the end of the selected accounts which is a total of the debit or credit transactions for 'all' accounts selected.
    When only one account is selected it still shows a total - this is in addition to the total for the transactions on the account itself so it shows total of transactions, closing balance and then total of transactions of all accounts selected. It would improve the usability of this report to have the 'overall total…

    11 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 everyone, we appreciate the rationale for wanting to remove this total when running the Account Transactions report for a single account. Our team are looking into this work now and I'll swing back to share as work begins 😊

  11. Hi Team- it would be a great idea to include the budget amount in the Business Snapshot so that we can have a one view on the actual against last year against budget,

    4 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. Can we have a feature where we can reconcilie liability accounts, for example PAYE and VAT control accounts by entering the balance and selecting all the transactions.

    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)
  13. Bank Reconciliation - Match Does Not Work with Contact Account Numbers

    The ability to search by contact account numbers when matching bank transactions is essential as most deposits on the bank statements are referenced with the client/customer account number only. The bank reconciliation ignores contact account numbers in totality.

    45 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. Ability to customise a budget manager layout.

    Purpose: To make users able to get their preferred figures appear in the budget manager report.

    174 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)
  15. I occasionally log in on mobile to reconcile my bank feeds, via my browser (Firefox, but the problem existed on Chrome as well when I used that). Whenever you reconcile a payment and the auto-focus moves to the next payment, if there's not an invoice suggestion for the amount, the page zooms directly to entering 'Name of the contact' taking up the whole screen. You have to then pinch the whole view repeatedly to zoom out enough to see the option for 'Find & Match'.
    Why would manually entering a name be the default, and not 'Find & Match'? I…

    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)

    Hi Laine, it sounds like you're using a browser from your mobile device here. Did you know that you can now use Find and Match on the Xero Accounting app? As the apps are optimised for use on a mobile device this maybe a solution to the issue faced.

  16. In the Manage Direct Payment screen we need the ability to change the batch status for a batch that has not been processed and the batch has been superseded by a later batch. We need to be able to change the status to Cancelled or Failed rather than sitting as processing to ensure we know what the actual status of each batch really is.

    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. We always have a significant number of bills "Awaiting Approval". As such our P&L is never accurate and for our large company it is out significantly.

    It is the exception and rare that a bill will not be approved (ie didnt receive stock). Therefore the P&L would finally be closest and most accurate if it included "Awaiting Approval"

    This should be included. If not then a button should be available so that the company can make this decision themselves and include the "Awaiting Payment" bills.

    37 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)

    Appreciate how this would be beneficial for your business having assurity in an awaiting approvals likelihood. 

    With businesses having varying levels of assurity around this I want to be open that we don't have any direct intention fo changing reports like the P&L to automatically include this, however we'll begin to track the level of interest around this, here. Thanks

  18. In the old reports, once the account was added to a subgroup, the account code would automatically be in alphabetical order. However, this is manual for the new reporting.

    A good function would be to automate this in the new reports as well (per the old reports) rather than dragging and dropping manually.

    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)
  19. Please Please put the option to see what branding theme is on the invoice on the DRAFT invoice page -- If you have 50 invoices in a batch with different themes its a nightmare. And then also Step 2 - PLEASE link the email template automatically to the branding theme. It would make our lives much simpler. We process many invoices in batches with two different themes. Not having the ability to even see the branding on the draft page is crazy. How hard can it be to put that field up as a display item - You have others…

    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)
  20. Ability to select multiple/all transactions during reconciliation.

    Purpose: To save users time from having to reconcile the transactions one by one.

    218 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)

    Thanks for all sharing and supporting how bulk reconciling transactions and suggestions that have been matched to statement lines in your bank would help your business.

    It's great to see the trust you've built in Xero's capabilities to match and help you save time from manually finding and creating transactions to reconcile your bank.

    Along with building on the foundations of our platforms, the teams efforts at present have been on improving the ability to create suggested transactions for more statement lines in your org - With a lot of this being backend logics there's not a heap you'll see from the front side of things but Xero's reconcile engine is getting stronger and overtime you should find even less need to create transactions in your org, yourself.

    With this work underway there is no development for being able to reconcile transactions that have the 'OK' presented option atm,…

  • Don't see your idea?