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  1. With the new basis period changes coming into effect, some clients may want to change their year-end from 30.09 to 31.03. Currently changing the year-end in Xero will cause previous opening balances to change and most likely mean any working papers produced in Xero will no longer match the accounts.

    It would be a useful tool to have something whereby a previous accounting period end could be locked so a new year-end could be chosen without messing up the old year-end balances.

    20 votes

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    Hi everyone, as mentioned earlier our team have been making change across Xero to align with the UK basis period reforms. We recently made a change to Financial settings so you can add start and end dates to different periods. This change impacts multiple areas of Xero. As a reminder from our last post -

    Fixed assets will draw on this information, to prevent any loss of historic information when your year end changes. Everything will automatically be calculated for you based on the period start and end dates you set in Financial Settings.

    The same story will apply in Reporting. All historic reports will be protected. And you’ll have accurate comparison periods even across varied financial years.

    In Xero Tax, you’ll be able to enter transitional profit, and track this across five years.

    In the meantime, once your practice is comfortable with the implications of basis period reform, it’s…

  2. Ability to have multiple online payment options in one Invoice.

    Purpose: The receiver of invoices will have more options on how they’re going to pay the invoices.

    78 votes

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    Hey community, just a quick update to let you know the team are currently working on this! We’ll pop back to confirm it’s been delivered in the new year 🌟 

    In the meantime three different payment services can be added to an invoice template. These fall under the category credit/debit card, Paypal and bank payments. So you could add Stripe, Paypal and GoCardless to an invoice template branding theme but wouldn’t be able to add both Stripe and Square as these are both debit/credit card options.
    Alternatively multiple invoice templates can be created with different payment services, this would help in some of the scenarios mentioned by a few users in the comments.

  3. Ability to see tracking watchlist on the Xero dashboard.

    Purpose: To save users’ time from clicking and going through multiple pages.

    12 votes

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    Hey everyone, a quick update from me - the team are currently working on this! We'll pop back to confirm it's been delivered in the next few weeks ✨

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