239 results found
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Login - Option to set login preference
Have the option to set your Preference to logging in to 'My Xero' instead of Xero HQ or Lsat Client you were in.
4 votes -
Search - Option to export results
Please make results of searches exportable to excel
2 votesHi Janet, could you describe or give a few examples of what exporting results for search would help you do? This'll help when sharing the idea back with the team.
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Hybrid or Modified Cash Basis Reporting
Most of our clients (and I imagine many small businesses in the U.S.) use a hybrid reporting basis. Basically, short term assets and liabilities are recorded using the cash basis while long term assets and liabilities are recorded using the accrual basis.
Therefore, for example, this will result in sales being recorded when cash received but depreciation and amortization expense are recorded monthly. This method of reporting also results in the accounting basis being more similar to tax basis.Xero actually has a webpage describing this (https://www.xero.com/us/guides/cash-vs-accrual-accounting) but states "And if you run a hybrid accounting system, smart…
7 votes -
User Role - Allow Admin Projects users to see custom project reports
There are users who need access to custom projects reports but no others. Currently they either have to repeatedly customise the base reports or have access to all the reports.
3 votes -
Branding - Feature for producing customised stationery
It would be helpful if there was a section on Xero dedicated to personalised editable stationery. Letterhead, envelopes with logo etc
1 voteHi Andrea, there are certain places in an organisation that you have the ability to upload a logo and include this on items such as invoicing and reporting, however this isn't something we have plans to expand for a full suite of stationary.
For now, you may find a connected app in Xero's marketplace that can fulfill this need and more. 🙂
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Organisations - Enable a Greater Number Visible When Switching
When switching between (many) entities the visible list is too short, necessitating a frequent search for the required entity. There is ample space to make more of the entities visible.
4 votes -
Xero Files - Show email subject in Xero Files
Show the email subject line in Xero files.
It's simple enough to forward emails with invoices to my xero mailbox, but I don't have control over the filename. It would be great if Xero can show the subject line. That way I could change the subject line when I forward the email. It would look like a note on the invoice in Xero Files.
6 votesHi everyone, thanks for sharing and supporting this idea. The file name shown in Xero Files is taken from the name on the attachments. As a workaround these could be renamed before the emails are forwarded to Xero or renamed from within Xero files.
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User Roles - Overdue invoice only role
Hi,
I would like if Xero can provide an invoice user view only to look at the overdue invoices.
This idea came up because we have a requirement to give this access to the person we hired for invoice chasing.
We do not need to let him see previous invoices or give him access to create new invoices.
Just a view with pending invoices payments for sent invoices2 votes -
Conversion | Ability to enter outstanding invoices via Manual journals
When bringing a company on board, and you need past invoice history of the invoices outstanding, it would be far quicker to type them into the journal than to have to capture the document individually. it would be better to be able to do a journal for the AR and AP once you have captured the company. time does matter, and this method which is currently there is very time-consuming. Other accounting packages have this function and it would be nice to see it being done here for the Advisors.
2 votesAppreciate ease when coming across from another software. Conversion balances and the way Xero works is quite critical to how outstanding invoices and bills are entered.
Xero makes sure your accounts receivable and payable are in balance to the transactions that have been entered.
While we will track the interest around this here I do want to be upfront that we don't have any plans to change the way in which these are entered.
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Navigation - View all option and dates instead of page numbers
As the title suggests. A "view all" option throughout the product would be great. Or even view a year. Far batter than having to click load more over and over again. Especially when if you click off of the page you then have to laboriously keep clicking load more again and again.
Also to have dates next to (Or instead of) page numbers in the various scrolling pages; cash coding, reconcile, etc.
Having to select a page and another and another to try and guess where the date of the transaction is is ver laborious. Having the date range alongside…5 votes -
Branding - Add DOCX merge fields for the organisation's Phone Number and Email Address
DOCX - Add merge fields for the organisation's Phone number and Email Address in all templates
4 votes -
Branding - Merge field for invoice tax total on DOCX Statement templates
If the Total Tax amount per invoice was available for statements, then the Statement could be used as a periodic Tax Invoice.
6 votes -
User Roles - Expenses: Two step approval process in the New Expenses feature
Ability to have two people to approve expenses.
Purpose: This is to make sure that expenses are checked thoroughly.
38 votes -
Organisation Settings - Add Registered office address separate to Postal & Physical addresses
Separate field between office address and postal & physical address.
Purpose: To make the administration process and setting up organisation details in Xero easier.
32 votes -
Files - Include attached files when using 'Copy'
Ability to keep the files attached when users’ they’ve copied it into Bills.
Purpose: To save users’ time from having to manually send the file attachment separately.
24 votes -
User Roles - Purchases Only access to Age Analysis
To make users that have Purchase only access to be able to have Age analysis permission as well.
Purpose: To have more flexibility for giving other staff access to other parts of Xero.
7 votes -
Email Settings - Set which users to receive Bank account change notification
Ability to select one or two users to receive the notifications when there’s some changes in a Bank account.
Purpose: Because some staff in Xero doesn’t need to know if there’s changes within the bank account.
45 votes -
Account Transactions: Receipts - Send automated 'payment received' e-mail when payment is reconciled
Ability to send an automated 'Payment received with thanks' email to the customer
Purpose: To give a professional image to users’ customers/clients, and save time in a current manual process
335 votesHi all, appreciate and understand the support in being able to automate processes such as communication of payment received with a customer.
Though seemingly simple there are a few complexities that'd need to be accommodated for when considering the solution here - such as behaviour for re-reconciliations (Remove & redo has been used), split transactions or Mark as reconciled is used.
Our product teams in this area are working on building on beautiful experiences throughout Bank Reconciliation, which you'd have have experienced this first with the Reconcile tab and they are now moving through other pages and features in Bank Rec - This'll take some time and with that at the fore-front right now we want to be upfront that we don't have immediate plans to add an automated email when a transaction line is reconciled.
As we embark work on the Account Transactions tab we'll be able to revisit…
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User Role - Invoice Only + View Reports
Ability to assign a user where they can only have Invoice only and view only reports.
Purpose: To make user permission easier to set up, rather than having to upgrade them into Standard. As this will allow a user having access to more confidential reports.
144 votes -
Email Settings - Ability to add other email address when user choose 'Send me a Copy' option
Ability to add ‘Send me a Copy’ check to also include other email addresses.
Purpose: To make other colleague within the users' workplace get the copy of the email, so they’re all informed.
39 votes
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