4580 results found
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Support - Add option to schedule a phone call using online chat
Would appreciate if the bot can confirm a schedule conference call. Made an appointment but no confirmation. In the end kept waiting for call to start. Of course nothing happen….
53 votesHi everyone, we appreciate seeking urgent help, however right here you're in Xero Product Ideas. This is where you can join and vote on ideas for change at Xero, this is not a direct line to support. This is a public forum where anything you post is visible to others - Please keep this in mind when sharing your details.
While we don't have an inbound number you can contact our Xero Support team, you can reach them anytime by raising a case through the Contact Xero Support tile found at the bottom of most pages throughout Xero Central.
If you can provide a little detail on your questions or what you're needing help with we'll be bale to get you in touch with someone with the best skills to help, and generally our specialists are happy to arrange a phone call at a time that suits you.
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User role selection
Will it be possible to select multiple option for a user instead of select only one option?
2 votesThanks Jay, so just to confirm are you saying you would want to give users access to just quotes and invoice, as well as reports and bank accounts?
Appreciate there are lots of different subsets of permissions our customers would like to see. Understanding the feature sets will help our product teams understanding.
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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,…7 votes -
Profit & Loss - Ability to show percentages with Tracking Categories
On the Profit and Loss report there is no ability to show percentages, if tracking categories are used as a filter. We want to see COGS as a percentage of trading income, and Net Profit as a percentage of trading income.
2 votes -
Invoicing / Bills | List views - Freeze top row and first column
Ability to see Header rows and side columns on all screens when scrolling
As per Microsoft Office where the top and side ribbons remains static.
e.g. When you're in the Dashboard and scroll down it would be good if the top ribbon is static. It makes it easier to select another item (business; accounting; contact etc) without having to scroll up.The same with Bill Payments; Invoicing; reports etc where the top ribbon and column headers - see attached - would remain static as you scroll down the list.
The same as when you might have a lot of columns…
55 votes -
UK Payroll - Set the date for when payslips are available
It would be useful if payslips could be scheduled to be posted to Xero Me on a date after the payroll is run. Eg you may run the payroll mid-month but want employees to be able to see their payslips on the date the payment is made at the end of the month.
6 votes -
Invoicing - Option to add outstanding amounts to subsequent invoices at the bottom.
Could you enhance customer accounts by automatically adding outstanding amounts from previous invoices to the next issued invoice as a separate line item called 'outstanding fees'? This ensures customers can pay the full amount due, not just the current invoice.
6 votes -
AU Payroll - Option for Weekly PAYG Withholding period
Ability to change our PAYG Withholding period to weekly. Only options are None, Monthly or Quarterly. The ATO requires we lodge and pay PAYGW weekly now and this is not possible in Xero. We have to change our PAYGW period to None so that it does not show on the BAS and manually calculate, lodge and pay this weekly.
26 votes -
AU Payroll - Ability to customise Payroll admin access
AU Payroll - User access options
Payroll user access for advisors that can be customised so that you can opt out of being an option for approving leave or timesheets etc.9 votes -
Bill Payments | Crezco - buy batches of bill payment fees
The highest Xero subscription allows you to make 10 bill payments through Crezco and then you pay a fee per bill. This is a pain, as I now have to approve each 24p fee.
Please can I buy Crezco payments upfront?2 votesGreat to hear you're finding good use in bill payments, Will. I've shared your feedback with the team. We;ll get a sense of the interest from others that'd like to see this too, and I'll share if there are any updates planned.
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Reporting - Option to remove the Date from the Footer of all reports
The print date that now appears at the bottom of reports is useful for some reports and circumstances, and I understand this date is now turned off for Published Reports.
However we do not 'publish' our financial statements - we send our financial statements to clients in a practical and informative pack instead. This is a more efficient, professional and streamlined approach for us.
Showing the print date on these financial statements is of concern, due to various issues including the lag time between preparing and approving the report. It is also not ideal when preparing the directors resolution and…
71 votesIt's good to know the small changes that can make a difference to our customers. Thank you for all sharing with us on the idea, here. Our team are looking into a solution at the organisation level, that'd enable you to remove the Date from footer for all reports exported to PDF. While they explore this we'll move the idea to Under review and I'll be back to share more as this moves along.
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Invoice - Recurring invoice reference for a contact
When a new invoice is created, have the reference number auto fill from saved data. Just like you can save what sales account and tax to use for a contact. I have customers that give me a blanket PO for the year and I use it on every invoice I create for them.
5 votesAppreciate the feedback here team. We'll track the interest for this here, however not something we have direct plans of right now.
Perhaps, right now the Contact Account Number could be used for this?
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History and Notes report - Contact details
It would be really useful to see the contact name on the History and Notes report.
We use this report to track bank account changes but we also check newly added supplier bank account details. Seeing which contact each line relates to would help us group them and know if an 'Edited - Bank.....' relates to the same contact as a 'Created' so we don't need to go into each line6 votes -
Email Templates - Add image and hyperlinks
Can customise email signatures. Add feedback links in emails
81 votes -
Bank Feeds - Request for bank feeds for ABN AMRO Bank
Please instate bank feeds for ABN AMRO bank (the Netherlands). I joined Xero for its highly automated systems. Now I still have to download and import bank statements manually.
It adds insult to injury for the fact I have to sign up to a premium plan to be able to account in a mere two currencies. For small traders like myself with low turn-overs and no need for the majority of features larger companies need, this feels deeply inappropriate and unfair. (another idea about this topic is already live elsewhere)
7 votes -
Sales Report by Customer with financial year comparatives
I just want a simple report that show sales by customer with comparatives to previous financial years that agrees back to the sales on the profit & loss statement. Surely thats not too difficult??
I am disappointed at the lack of decent sales reporting in Xero. Whilst I agree that Xero has many great features, their sales reporting is not one of them.
The income by contact report does not work as it picks up all receive money transactions for all contacts, not just those in the sales accounts or for customers, so it is significantly different to the P&L.
7 votesThanks for submitting your idea on Xero Product Idea's, Dande. Have you tried the Income by Contact report? This report shows the contacts you’ve received money from over a chosen period, and includes both receive money and sales invoice amounts that have been entered for the contact. Or is there another way you're expecting this to be broken down?
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Payment Voucher – Generate Payment Vouchers.
Provide users with a streamlined way to create official payment vouchers, including payment details and supporting documents, for improved record-keeping and transparency.
8 votesHi team, just wanting to make sure we understand the idea correctly here. When you'd like a payment voucher - would this be for accounts payable or receivable?
On the payables side, perhaps purchases orders could facilitate the record of this in Xero, and you can upload attachments to keep track of files related to a voucher. Alternatively, for accounts receivable, quotes maybe able to support what you're in need of here.
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Stripe - Add multiple stripe connections
We have multiple stripe accounts that we need to connect. It would be great to be able to add more than one strip payment processor that connects to two separate stripe IDs.
36 votes -
Email - Ability to cc and bcc sent emails
Ability to cc and bcc when sending emails from xero.
This would be very useful as we have many clients that like to have various other people copied in.
75 votesHi community, we value your engagement in product ideas here. As you may have seen we've recently rolled out a new send experience in new invoicing.
With this new side-by-side view you'll find you can also CC and BCC other emails 🎉
While this feature is contained to new invoicing atm, we'll look at applying a similar experience to other areas of Xero that you can send from in the future, so we'll keep you updated of any further developments for this here. Thanks!
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Bank Reconciliation - Sort statement lines by most recent date
I always want to reconcile my newest transactions first, as they are freshest in my head. It's actually become pretty maddening not having this feature.
4 votes
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