4901 results found
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Bills - Add 'Upload bills' to Dashboard.
Add the 'Upload bills' feature as a widget on the Dashboard, for convenience.
At present you have to navigate to 'Bills to pay', then from the 'New bill' dropdown, select 'Upload bills'. It's a great time saving feature, but seems tucked away, and would be great if right from the dashboard I could just drop bills, and invoices, ready to process later.16 votesHi team, pleased to share that this is a feature that will be coming with the new Xero Homepage! Once released it will be an option available from the bill drop down within the Bills to pay widget 😊. I'll round back to share as it becomes available in orgs.
If you'd like to get more understanding of the new homepage and navigation visit our website and try out the prototype!
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Payroll - New Timesheets, view in alphabetical order.
The new timesheet - it would be great if the names can be in alphabetical order. Like they were on the previous version.
17 votes -
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
9 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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Petition for Xero Executives Regarding Alleged "Improvements"
Petition for Xero Executives Regarding Alleged "Improvements"
I encourage Xero Subscribers and other customers to start commenting and upvoting so we can show the Executives that these "improvements" are NOT improvements!
So, if you have had problems with any of the alleged improvements, some I have listed below, they include any sub issues associated with the changes.
Please add only "I agree" in comments. This will help our overall numbers into a louder and bigger voice.
- New Bills View
- New Contacts View
- New Invoice View
- Retiring of classic invoice layout
- Xero Support Staff Gaslighting you
Unfortunately, there are so…
101 votesHi community, I’d like to share the new Xero Central page for new invoicing that we noted was coming.
Along with updates to individual ideas on the site here, this page will become the one source for key feature rollouts including:
- what’s available in new invoicing right now,
- timelines for features and enhancements going live in new invoicing, as well as
- a comparison table between the classic and newer versions of invoicing.
We'll be updating this page regularly.
Remember, you can keep switching between the two products between now and September. Thanks
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Statements - Email template placeholder for Overdue Balance
Can we please have a 'placeholder' field for 'Overdue Balance' so that an email template may be created notifying the customer that their balance is '£x' of which '£y' is overdue?
6 votesHi, thanks for sharing this idea, and letting us know the changes that matter most for you.
Now it's up to the community to get behind and support it with their votes and comments.
In the meantime as you've likely noticed, there are placeholders for Statement Balance, Balance With Currency and Symbol, and Balance With Symbol that you might use in the email template.
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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.
9 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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Bank Reconciliation - Automatic coding of transfers between bank accounts
It would be great if Xero could automatically do the transfer between Xero bank accounts.
This is our most time consuming and often error-prone coding in Xero when it should be a simple fix. Many clients still battle with this.20 votes -
AU Payroll - Option to print timesheets in Xero
Once an employees timesheet has been processed and approved it would be handy to be able to print the completed timesheet off for filing away as a hard copy.
At the moment you have to process and approve the timesheet which automatically takes you back to the list of timesheets to be approved/already completed only to have to turn around at open the same one back up and select the 3 dots at the top as have shown to print the whole page which is incredibly frustrating. Can we please look into having a print option??
5 votesThanks for sharing your idea, and letting us know the changes that matter most for you.
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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AU Payroll - Add additional Payroll employee for a charge
Please allow adding on an extra employee for payroll in Australia, as is possible in the UK.
The Ignite plan is enough for most small businesses and sole traders, but the jump in price just to add an extra employee means paying more than double, which is cost prohibitive.
Most businesses don't need the add on and accounting tools when you move up to Grow or Comprehensive - allowing for an extra payroll add on for a small charge, would be beneficial for family and small businesses.5 votesThanks for sharing your idea and highlighting how important flexible payroll options are for your business.
We understand that needing to upgrade your plan just to add a few more employees can feel limiting—especially for growing businesses. Being able to add employees on a per-user basis could offer a more cost-effective and flexible solution.
We’ve reviewed your idea, and now it’s over to the community to get involved. If this would benefit others you know, feel free to share it so they can add their vote too.
Other users can also comment to share how this change could improve their experience using Xero Payroll.
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Subject to minimum wage message on every line of payroll so annoying
I appreciate the need to comply with minimum wage but to have this message on every pay item showing when processing is not only annoying but confusing when processing. This should only be a warning prompt if the gross pay doesn't meet the requirement when pay details have been completed.
4 votesThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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AU Payroll - Payroll Admin to create Time Sheet templates on behalf of employees
An Upgrade to the Timesheets function that would allow businesses to create permanent, personalised templates for individual employees.
Currently, timesheets need to be manually updated each pay period, which increases the risk of inconsistency and errors. Having the ability to set up fixed Earnings Rate descriptions as part of a permanent template would make timesheets more efficient, accurate, and tailored to each business.
For example, it would be very useful if a timesheet template could include pre-set lines such as:
Ordinary hours – Direct
Ordinary hours – Operating
Overtime hours (exempt from super)
Overtime hours (including super)
Overtime Mon–Sat –…
4 votesThanks for sharing your idea and providing us with all the information we need to review your idea.
We've now opened your idea to the wider Xero community to get behind and support it.
Other members can now vote and also offer comments to explain exactly how your suggestion could improve the way they use Xero. We're excited to see the feedback your idea will garner.
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Bank Reconciliation - Copy transfer transaction
I would like to be able to copy a Transfer transaction.
When viewing a transaction on the "Transaction: Spend Money" screen, the "Options" menu includes a "Copy" function. However, when viewing a transaction on the "Transaction: Transfer" screen, the "Options" menu does not have the "Copy" function. Please add the "Copy" function in the "Options" menu on the "Transaction: Transfer" screen.
3 votesHi Gregory, thanks for raising an idea in the forums here. To try get a better understanding of your workflow, is there a reason you would generally want to create the Transfer transactions prior to reconciling in your bank account?
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Sales Invoice - Ability to enter new contact first/last name from an invoice
When adding a new contcat from within an invoice, it would be useful to be able to add the contact first/last name. Currently you can only add the business name, email, phone number and addresses. That means unless you open up the new contact in a separate page to add in the contact first/last name (which is time consuming), then when the invoice is completed the email cant be addressed to the person's name. Would be much simpler to have first/last name field within the new contact section of the invoice.
8 votesHi Lee, just to make sure I've got this right - When you say you'd like to add the contact first and last name this would be for the person on the Contact record?
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Fixed Asset Reconciliation report - Hide accounts
I would like to be able to hide accounts on the Fixed Asset reconciliation report so that I don't have a page full of Fixed Assets accounts that have no assets attached, and haven't been used for years.
6 votesThanks Cara for your feedback.
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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Bills - Drag and drop Files from email into Xero
In the Bills section under- New Bill and Upload Bill you cannot currently drag and drop the file from an email into the box. You either have to email or download the file would be time saving if you could just drag and drop straight from email into the new bill box.
12 votes -
UK Payroll - import pay run/timesheet information from Excel
Import complete payroll information including earnings, deductions, and overtime etc from an Excel/CSV file
10 votesWe appreciate you taking the time to suggest this idea.
We've reviewed your idea and is now live for community engagement. We look forward to receiving their feedback.
We'll keep you updated!
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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.
8 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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Statement - Customer statement including quotes
A new customer statement report, or tick box to include quotes
17 votes -
Bank reconciliation - Add attachment to Find & Match (multiple match) transactions
When reconciling transactions and Find & Match is used, usually for multiple matches, please add an attachment button.
In the example of one payment matched to multiple sales invoices, there is usually a remittance provided by the client that we need to file with the payment.
We shouldn't need to go back to a reconciled transaction and manually add the remittance to each line individually.128 votes -
Navigation - Hubdoc shortcut
Shortcut to Hubdoc - First thing I do when I open Xero in most clients is click straight into Hubdoc. With the BETA layout the shortcut has now been lost right down under 'do more with Xero'. I want to move the shortcut so it is the first thing I get to when I click on the client name. I'd also like the hide the Syft, I don't plan on using it yet and don't want it on my dashboard
4 votesThanks for sharing your feedback on the new navigation, Cath. We really appreciate hearing the changes that'd make the most impact for you.Our team are monitoring this forum closely to consider further improvements.
For now, we'll get a sense of others that'd find a shortcut to Hubdoc useful, too.
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