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4689 results found
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Go-Cardless - Improve Direct Debit matching process with time stamps and option to remove Direct Debits
The ability to know which Direct debit mandate is the latest one among the many duplicate ones (for eg. have a time stamp or date or any indicator). If a customer's existing DD fails and they try to submit a new mandate but end up submitting it more than once, there should be a way in Xero for us to know which mandate was recently submitted so we can match the form accordingly, therefore avoiding errors with other duplicate submissions.
You'd also like to suggest the ability to delete direct debit forms that are incorrect/no longer required. When the customers submit duplicate mandate forms or if there are forms that are no longer required or incorrect, there should be an ability to delete/archive them in Xero so as to avoid confusion.
The ability to know which Direct debit mandate is the latest one among the many duplicate ones (for eg. have a time stamp or date or any indicator). If a customer's existing DD fails and they try to submit a new mandate but end up submitting it more than once, there should be a way in Xero for us to know which mandate was recently submitted so we can match the form accordingly, therefore avoiding errors with other duplicate submissions.
You'd also like to suggest the ability to delete direct debit forms that are incorrect/no longer required.…
6 votes -
Customer statements - A tick box for when statements have been sent
When a statement is sent to customers it would be great if there was a tick or "sent" next to the customer details in the statements section. At the moment i tick the "send me a copy" box. But i am always having to go back to my emails to check or manually writing down who has been sent statements.
11 votes -
Invoices: Automatically update issue date when draft invoices are approved
I frequently create draft invoices to keep track of work to be billed. When I send the invoice (at the completion of a production stage for example), XERO keeps the date of the first draft invoice, which can be weeks or even months old. I have a setting of 7 days as due date. Clients then receive an invoice with a long gone due date, which is extremely confusing, if I forget to update the issue date to today. It would make a lot of sense if XERO entered the date of the issue automatically! Apparently there is no default setting for this. Its would appear to me a minor change in software coding, which could save a lot of time for the user.
I frequently create draft invoices to keep track of work to be billed. When I send the invoice (at the completion of a production stage for example), XERO keeps the date of the first draft invoice, which can be weeks or even months old. I have a setting of 7 days as due date. Clients then receive an invoice with a long gone due date, which is extremely confusing, if I forget to update the issue date to today. It would make a lot of sense if XERO entered the date of the issue automatically! Apparently there…
13 votes -
Bills - Quick option to add a new Supplier Credit Note
When you enter a bill and save it as a draft or approve a bill up the top it gives you the option to enter a new bill but it doesn't give you the option to enter a credit note. Because I can click add a new bill I enter all my invoices first but if Xero gave me the option to enter a credit note I would use this very much. Right now I have 14 supplier credit notes to enter and that is not unusual and it is very time consuming having to go back to the bill summary screen each time to just beable to access the option to enter a new credit note. Please can access to credit note entry be made possible while viewing individual bills. The credit allocated box also needs the option to enter new bill or credit note. Screen shots attached.
When you enter a bill and save it as a draft or approve a bill up the top it gives you the option to enter a new bill but it doesn't give you the option to enter a credit note. Because I can click add a new bill I enter all my invoices first but if Xero gave me the option to enter a credit note I would use this very much. Right now I have 14 supplier credit notes to enter and that is not unusual and it is very time consuming having to go back to the bill…
5 votes -
Product Development Ideas - Ability for Xero Support to link case to XPI ideas
If there is a customer query it would helpful if the Xero Support Staff were able to add this as a Product Development Idea themselves, instead of having to send a link to the Xero user who raised the issue.
4 votes -
History & Notes - View deleted bank rules
My Bank rules were deleted by someone. Xero doesn't have a restore function or the ability to see who deleted these.
We need this for compliance purposes and the safety of our data purposes.2 votes -
Xero Files - Attach files to Bank or Nominal Accounts
It would be a really useful to be able to attach files to a bank account within Xero, much as you can to a contact or transaction.
The use cases for this could be:
When a disorganised client send bank statements in as attachments for irregular payments it would be very handy to be able to store those attached to the account in Xero; as close to where I would want to use them as possible.There are supporting documents that relate to an account as a whole - such as an accruals or prepayment schedule that would be great to store attached to the account that they relate to.
It would be a really useful to be able to attach files to a bank account within Xero, much as you can to a contact or transaction.
The use cases for this could be:
When a disorganised client send bank statements in as attachments for irregular payments it would be very handy to be able to store those attached to the account in Xero; as close to where I would want to use them as possible.There are supporting documents that relate to an account as a whole - such as an accruals or prepayment schedule that would be great…
6 votes -
Invoice Payment: Stripe - Partial payments
Ability to have partial payments through Stripe.
Purpose: Users can easily set up partial payment in one invoice rather than having to create separate invoices.
161 votes -
UK Payroll - Report on employee information
For example, to produce a report showing employee name, job title, start date, current hours and current annual salary for pay award decisions.
55 votes -
Files - Default window size when viewing
Enable Xero to remember the zoom and window size when viewing a document attached to an invoice, bill, purchase order etc.
I always find it annoying that the default size for viewing an attachment is too small and I need to increase the zoom and window size every time.
4 votes -
Contacts - Export and import all contact fields
Our contact cards are set up automatically through an API directly from our billing systems (we have multiple systems that are all coded differently). Fields like currency and branding are not updated with this link; therefore, the fields default to our Xero account settings. We want to export the contact card list with these fields to identify the clients with information that needs updating, to then fix and import in one step instead of updating each card.
4 votes -
Bank Accounts - Set up loan schedule and amortization
I think we should be able to create with a loan schedule with interest rates, term and amortization instead of having to manually enter the transaction.
14 votes -
Dashboard - Add a privacy button
Please provide a privacy button on dashboard that can be toggled on / off
Quickbooks does this, why can’t Xero?
1 vote -
UK Payroll - Mark P32 as paid
UK Payroll - it would be handy to be able to mark P32 amounts due as paid or dealt with. Just helps to visual see where you are in the list of reports and keep on top of due payments.
7 votes -
Xero Expenses | Labels - Enable filters and reports
Would love for Xero Expense Admin to be able to see Expense Reports listing the Labels, and being filtered/grouped by Labels.
For background, Xero Expense allows employees to put a Label. The Labels can even be pre-set in the organization's settings. But the Xero Expense Admin's don't have a way to report on on expense claims by Labels.
Reporting based on Labels would allow users to tag Xero Expenses for projects for instance.
50 votesThanks everyone - It's good to know how we can enhance Xero expenses for our customers. While we'll consider how we can develop labels in the long term, we don't have any plans for adding filters within expenses or reports for Expenses labels right now.
If there's any updates to share around this I'll definitely share with you all through the idea.
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Navigation - Update the user interface
Not a major one but I feel the whole online site needs a facelift.
Information is not given in an easy to process way and this can make navigating the program more complicated than it seems to be.I recently transferred over from MYOB and where I feel the general program of Xero is better for ease of reconciling etc. some tasks can feel super overcomplicated and difficult to carry out due to poor layout and outdated visuals. This is something MYOB seem to have done well, Xero seems clunky and outdated in comparison, whilst having all the programming and processes to back it up. Seems a let down.
Not a major one but I feel the whole online site needs a facelift.
Information is not given in an easy to process way and this can make navigating the program more complicated than it seems to be.I recently transferred over from MYOB and where I feel the general program of Xero is better for ease of reconciling etc. some tasks can feel super overcomplicated and difficult to carry out due to poor layout and outdated visuals. This is something MYOB seem to have done well, Xero seems clunky and outdated in comparison, whilst having…
3 votes -
Quotes - Autosave
Hi
Would love to see the autosave available for Quotes. Often my clients are distracted whilst creating Quotes and when they've navigated to another section (rather than opening a new Xero tab), the Quote disappears!
For one of my clients, his quoting is very detailed and this process takes valuable time which he'd rather not have to repeat if the Quote is no longer there.
Invoices are autosaved of course, once a Contact is entered, so I would assume that the same principle could easily be applied to Quotes....
Thanks!34 votesHi team, while we understand the desire for auto-save in quotes here, we want to be open that we don't have plans for changing the current save behaviour for quotes for the time being. While seemingly simple there is a fine balance in creating a save experience that'll suit majority of users. As some may have seen with new invoicing that has auto-save implemented, we've received wide ranging response for this feature, and there is more work needed to fine tune.
To confirm the current experience, when creating quotes in Xero you'll want to select the Save button before navigating elsewhere in your org, or leaving the page to ensure the contents of your quote is saved.
If there are any intentions of changing how save works in quotes, we will surely let you know on the idea here. Thanks
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Customer statements - Export to Excel
Customer Statements download to Excel
185 votes -
Reconciliation - Foreign payment from foreign currency (different)
It would be useful to be able to reconcile a payment from one foreign bank account (eg USD) for another foreign currency.
We tend to have predominately USD customers and a lot of EUR suppliers, so we find that quite often we make a payment to our EUR supplier out of our USD bank account.
When reconciling this in the bank we have to post a payment to a manual clearing account to then be able to post the payment to the EUR Supplier account to clear the invoices.
It would be useful if the feature shown when reconciling (show only GBP Items - which is our base currency) were to show all items and Xero would be able to match the payment to the bill using the exchange rates in the system.
It would be useful to be able to reconcile a payment from one foreign bank account (eg USD) for another foreign currency.
We tend to have predominately USD customers and a lot of EUR suppliers, so we find that quite often we make a payment to our EUR supplier out of our USD bank account.
When reconciling this in the bank we have to post a payment to a manual clearing account to then be able to post the payment to the EUR Supplier account to clear the invoices.
It would be useful if the feature shown when reconciling (show…
32 votes -
Xero Expenses - Customise the bill reference field
Expenses module: We want the ability to customise the Expenses Claim Reference.
All expenses under the Reference are set as "Expense Claims," which makes it impossible to search specific claims/events or others. Can this not be customised within the expenses Module ?
The recommendation from Xero is to revert to manual expenses, which defeats the objective of paying for the Expenses module. Any chance this can be added or will we need to remove the feature as there is no point paying for something we need to do manually?
13 votes
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