95 results found
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Invoice - Set the calendar to Sunday to Saturday
Set the calendar to Sunday to Saturday for everything, including Invoices. - Xero recently changed the Calendar for only the invoices. The week day now starts on Monday. I was informed this change was intentional and is currently not going to be changed back. Credit Notes, Recurring payments, quotes, bills, reports, literally everything else has the week starting on Sunday. This is very cumbersome for our business. My staff are constantly putting the wrong date on invoices. We operate at very high speeds because we have a lot of customers come in at a time, and a lot to do…
12 votesThanks for also sharing screenshots with your idea here, Brandy. I've just reached out to our product team to share this back and get more understanding of the change. I will share if there are any updates with you here.
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Bank Feed - Chase bank
For Xero to expand their bank feed connections to develop feed that supports Chase bank UK
26 votesHi everyone, just a quick update to let you know that we are aware of this request, and we get that having a direct bank feed for Chase Bank UK would streamline your workflow and make reconciling much easier.
Currently, the best way to get your transactions into Xero is by manually importing your bank statements.
For now, we’ll keep an eye on the engagement and support for this bank feed here, and let you know when we have any updates on this.
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Display Supplier Contact Group - under Bills to Pay screen
That would be great to make the Contact group field visible on the Bills to Pay screen to let us filter to certain contact groups when we are preparing a payment file.
We use the contact groups for example to mark suppliers that are paid by Direct Debit, so this would be a useful feature to filter them out and do not pick their invoices up for a BACS payment.
We also have another group of suppliers within the contact groups that we pay at once on the same day of each month so we would be able to easily…
6 votesThanks, Marianna for submitting your idea.
We've 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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Auto sales - Ability to find and recode transactions with auto sales tax
This is a known issue that needs to be voted on to be prioritized.
The Auto Sales Tax feature in Xero (from Avalara) disallows the ability to use Find and Recode. This is a huge limitation that will have massive repercussions as time goes on. Please fix this promptly.
7 votesThanks for your idea here, Mariel.
Appreciate hearing why you'd like to be able to change the account for invoices that have auto sales tax.
We've reviewed your idea and now it can gain support from other community members.
I've created a new idea to track support in being able to find & recode here so we can get interest in this specifically.
If there is any plans made for either of these we'll update you through the respective idea. For now it can gain support from others in community 🙂
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Malaysia E-Invoicing - Embed Validated QR code on invoice PDF
1st) I suggest on embedding the Validated QR code to the normal PDF invoice so that we can print multiple invoices at one go and our normal PDF invoice also consists of banking details and credit terms whereas the Validated E-Invoicing has none of these.
2nd) I suggest on putting "Send to MyInvois" button instead of copy and paste the e-mail MyInvois@invoi.ci for every invoice. This is too troublesome.
3rd) Regarding the Invoice interface on the Sent Column, perhaps can Xero make it into two instead? One is for the Validated E-Invoicing & the other one is for customer. The…
13 votesHi Maggie and others in community who've voted, we appreciate hearing the changes that'd help you when sending eInvoices with Xero.
Just to note, as each point you've raised would be considered separately by our product teams it's best to have an idea for each of these that we can get a feel of the community support through - see more on the qualities of a good idea in our Xero Central article 🙂
I've updated your idea here to represent the first point for embedding the QR code on the PDF of the invoice. You'll see I've created ideas for the other points you've noted below.
- Malaysia E-Invoicing - Two columns to show when validated versus viewed
- Malaysia E-Invoicing - Button for 'Send to MyInvoic'
If there's any progress for these we'll share on the respective idea/s. Thanks!
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Auto sales tax - Ability to edit invoice with auto sales tax
This is a known issue that needs to be voted on to be prioritized.
The Auto Sales Tax feature in Xero (from Avalara) disallows the ability to edit an Invoice account category. This is a huge limitation that will have massive repercussions as time goes on. Please fix this promptly.
7 votesWe're grateful for your engagement and letting us know the changes that matter to you.
We request that each post is for a single idea, I've just split your one here so we can gather support for being able to edit the invoice or Find and recode transactions with sales tax separately - you'll find the other idea I created for you here
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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Reports - Option for All time / All dates to view all transactions
We need to be able to select "All Dates" on a report. ex. I want to see a report for a certain account from the start of my business to the current date. now I need to select beginning date and then todays date and the update.
10 votesThanks for sharing this great idea for improving efficiency in reports.
For anyone looking to achieve this now, you can view transactions across all time by selecting a custom date range in your reports. By setting the start date to your organisation's first transaction date and the end date to today, you can get a full historical view of your data.
We see the value in your suggestion to add a preset 'All Time' or 'All Dates' option, which would make this process a faster, one-click action.
To align with our new statuses for Xero Product ideas, we've updated the status of this idea here. We encourage everyone who would find this feature useful to keep voting and sharing comments. Learning more about the specific reports you'd use this for and how it would help your business helps our product team understand the potential impact.
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Organisation settings - Setting to remove data 7+ years old
In NZ we are required by law to keep 7 years of records for the IRD (tax department). I make a point of destroying old financial records that are older than 7 years. Xero doesn't have a mechanism to purge old data. I see in my Xero I full record including invoices, supplier invoices and financial data back to Jan 2014.
I would like to see a system whereby old data was completely wiped, and summary starting figures created for the purged data period, say as at the start of each tax year, for me 1 April 2018 so that…
6 votesAppreciate why you'd like to remove older data from your org after a long period, Steven. Generally we don't want to be touching our customers data, and this isn't something we have plans for implementing. However, we'll get a sense of the interest from others in this here, for our product teams to consider.
Right now, if you'd like to remove older data there are a couple of options;
- You could start a new organisation from the date you'd like to keep records from, setting up the organisation with conversion balances from that date. You could also export and import information from the old org to the new one.
- Change the conversion balances in your existing org and remove older data prior to this date
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Reports - Trial Balance with OPENING / CLOSING balance and and Movement from GL Summary Report
Team Xero
currently TB report shows ending balances for current year in db/cr two columns AND in single column Clubbed up remaining balances +/- in when COMPANRED to previous periods.I propose/request IT to make TB more classic by
- showing ALL remaining balances in two columns DB/CR when comparing previous years
- OPENING and CLOSING balances columns to be available (year selected from starting of fiscal year Jan20xx)
- TB report to ALLOW us to SELECT RANGE of dates (Range based TB)
- MOVEMENT (total Debits Total Credits) for the selected DATE and/OR RANGE should be available. CURRENTLY this is available in GL…
9 votesHi Yaseen, thank you for this incredibly detailed and well-thought-out suggestion for the Trial Balance report.
We can see how much manual work you're doing, combining exports from the GL Summary Report, just to create a "classic" comparative Trial Balance for your auditors. That's exactly the kind of difficult workflow we want to help improve.
Your proposal to enhance the report with separate debit/credit columns for comparatives, clear opening/closing balances, and a movement column for a selected date range is very clear.
We're grateful for your engagement and for letting us know the changes that matter to you. We've 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 these reporting improvements would help them during audits and financial analysis.
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Expenses - Chart of accounts list
Need to ability to limit the list of accounts for each user and then allow the approver to have access to all chart of accounts to re-assign the expense.
Staff don't understand accounts requirements to be able to choose the correct account.
Also need to make it simple for users.10 votesHi community, thanks for supporting this idea for Xero Expenses.
While there isn't currently a way to limit the Chart of Accounts for individual users, there is a way to shorten the list of accounts for all staff who submit expenses - you can find out more about this on Xero Central.
This may help streamline your processes, while this idea is still open for support from other community members.
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Pricing Plans - Add Partnership Tax Return (PTR) to base Xero package
The Australian Taxation Office (ATO) allows partners to fill out and submit a Partnership Tax Return (PTR) without being a registered tax agent or accountant. However, TPR is currently only available in Xero Tax, which is a professional tax preparation software package designed specifically (and only) for registered tax agents and accountants.
Can I request that (like BAS and TPAR) the PTR report and lodgement features be made available in the base Xero software?
4 votesThanks for sharing your idea to add the Partnership Tax Return (PTR) to our base Xero packages.
We're grateful for your engagement and letting us know the changes that matter to you and your business partnership.
We've 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 including PTR lodgement in the standard Xero software could improve their experience.
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Lock date - Separate lock dates for sales Tax and accounting period
Separation between Sales Tax/VAT/GST lock date and accounting period lock date.
It would save a significant amount of time if VAT periods in Xero could have a separate lock date than the accounting period lock date. For instance, an invoice/bank transaction is still outstanding when filing a VAT return, and the VAT return date could be locked so once this outstanding transaction is completed at a later date, it would automatically appear on the next VAT return. This should be separated from the accounting period lock dates, as you still want to account for that transaction in it's relevant period,…13 votesHi everyone, thanks for all your votes and comments on this idea. Just a quick update to let you know that this request is still open for voting and comments from the community.
We're keeping an eye on the demand for this idea here, and will be sure to post another update if changes are made in this area.
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CIS - Editable email templates
Whilst there are some templates in Email settings that we can Edit, it would be great if those that have the CIS add-on can also have the option to personalise the messages sent with the month end statements
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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Bank Reconciliation - Export search results to CSV
Can we please have the ability to export bank statement search results to a csv file?
Every day I wish that was possible!
Thanks
3 votesThanks for sharing your idea of exporting bank statement search results to CSV.
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!
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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Budget Manager - Extend Budget Manager view to show all 12 months on a single screen
Extend the screen on budget manager to see all 12 months including the total. It is time consuming to scroll down and across when checking totals.
3 votesThanks Cecily, 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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Bank reconciliation - Increase find and match limit
Dear Xero Team,
I am a regular user of the Xero Cloud Portal and appreciate the platform's intuitive features for managing business finances.
However, I am currently facing a challenge when reconciling bank transactions. I frequently receive bulk deposits that are made up of a large number of small invoices—often exceeding 100. Unfortunately, Xero's current system limits me to matching only up to 100 invoices against a single deposit. This creates a significant bottleneck in my reconciliation process and affects my workflow efficiency.
Feature Suggestion:
It would be extremely helpful if Xero could increase the invoice matching limit to at…2 votesThanks for sharing your idea with us, Dora. We appreciate you taking the time to let us know what changes matter to you.
Your idea has been reviewed by our team and is now open for support from the rest of the community. In addition to upvoting your idea, other members can now comment and share how this change would improve their experience with Xero.
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BAS - Taxable payments annual report - GST registered or not
It would be good if on the taxable payments annual report, when it shows that the ABN has been 'provided' that this is also linked whether the ABN status is GST registered or not. This would be an easy checking tool that the GST charges has been properly done so and would make the person lodging the form to easily identify whether or not GST should be charged or not. MYOB has the function is client to check this whether its GST registered or not. Would be great for some more improvement on this making it quicker to lodge the…
3 votesThanks for sharing your feedback with us, Melissa.
We've reviewed your idea, and it's now live on the Community page where others can vote on it and share their thoughts.
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BAS - Automatically attach BAS report to draft Bill
When you lodge BAS using Xero automation, it creates a draft Bill. My idea is that the BAS report the bill is based on, is also uploaded to the draft Bill as an attachment.
3 votesThanks for submitting your idea, Marius.
We've 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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Reports - Add reports for eInvoices
Hi Xero Support,
We've been generating individual e-invoice from Xero/Invoici for months, however, we could not find any report on e-invoice generated through Xero/Invoici.
This report could help us in ensuring accuracy of the data exported to MyInvois portal. We would require a specific report on the generated individual e-invoices to make sure that they tally with the sales invoices report from Xero.
Thanks!
3 votesThanks for sharing this valuable feedback about your experience with e-invoicing.
We've reviewed your idea for a dedicated report on generated e-invoices. We understand how this would be crucial for ensuring the accuracy of data you export to the MyInvois portal and for tallying with your Xero sales reports.
Your suggestion is now open to gain support from the wider community. Along with votes, others can now comment to share how an e-invoicing report could improve their own reconciliation and data validation processes. 🙂
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Invoicing - Reduce steps from Reference to Item field
Re: New Invoicing - Reduce Number of steps and clicks (The original thread has had comments turned off, so I can't comment that it has made more steps, not less...)
What has happened here...it is now taking eight tab clicks to get from Reference Number to the first box to input the item code...last week it was six...so the number of click has increased, not decreased.
Also, when inputting an item code, I have multiple codes that have the same base code with different suffixes...is there are way to just get it to the shaded part that you select the…
5 votesThanks for taking your time to start a new idea with the specific flow you'd like to reduce steps in, Lynette. Just to check it sounds like you may be tabbing from the Reference field to the Item code field - Would this be correct?
Being upfront this isn't something we have further changes planned for in the near term but it'll be good to gauge the interest from community around this, here.🙂
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