4843 results found
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Invoicing - Option to email invoice as a CSV or PDF
It would be great to have the option to email a customer invoice as a csv or pdf or both. We are getting an increasing number of requests to send the csv version of invoices for our customers and this is currently quite a manual process to email the exported invoices.
7 votes -
Bank Feeds - BNZ feed to be 7 days, not just Tuesday-Saturday
Now that NZ has 7 days transactional banking by all banks, can BNZ who is only providing Xero with bank feeds Tuesday- Saturday, (per Xero support) now send Monday- Saturday, so Saturday/Sunday transactions can be reconciled Monday's and information be up to date.
8 votesHi everyone, thanks for your feedback on the frequency of the BNZ bank feed. We understand that getting timely transaction data is crucial for keeping your accounts up-to-date.
The way the direct feed from BNZ is currently set up means that transactions made over weekends and public holidays are sent through to us on the following business day. This is why you'll typically see these transactions appear in Xero on a Tuesday.
We will keep this idea open for the community to continue voting on. Your votes help us, and our banking partners like BNZ, to gauge demand and prioritise these potential improvements. We’ll be sure to post an update here if there’s any news to share.
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Reporting | Groups - Option to sort in alphabetical order
In the old reports, once the account was added to a subgroup, the account code would automatically be in alphabetical order. However, this is manual for the new reporting.
A good function would be to automate this in the new reports as well (per the old reports) rather than dragging and dropping manually.
23 votes -
Invoices/Bills - Separate field for posting date and invoice date
Ability to have separate fields for posting date and invoice date.
Purpose: To make users can ensure the expense is recorded in the appropriate month (posting date), and the due date is properly calculated (invoice date).
233 votesHi community, we appreciate this idea has collected a fair amount of interest which has all been shared with and reviewed by the product team.
While this isn't currently being worked on there are other ideas this team are working on right now, including a bulk void feature and highlighting rows when selected. Although these features are still under development process and we don't have confirmed release dates yet.
With regards to having a separate field for the posting date and invoice date, our team is interested in better understanding this idea as it may be something they look to develop down the track. They really appreciate and encourage you to continue to share your experiences, pain points and insights. This will help them understand how this feature can benefit you and other customers, as well as gauge demand for it.
As always, if there's any change we will…
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Reporting - Filter out Archived Contacts in Account Transactions Report
Hi all,
I want to run an accounting transactions report... if I filter the contact, it comes up with the whole list (I have loads archived!). Would it be possible to be able to filter out the archived contacts or at the very least, be able to type in the one I want?
My predecessor saved all PayPal transactions by their individual addresses so have had to archive them all to make my actual contacts list manageable!4 votes -
UK Payroll - Option to backdate SMP after a pay increase
Allow users to change weekly SMP amount after a payrise to allow simple updates to extra SMP owing without having to delete all previous payruns back to the maternity leave start date.
3 votes -
Contacts - Integrate with details registered on the Companies office
Part 1: Integrate with Companies office NZ (or similar) so that when I enter the name of a new contact it looks for the details of the company published on the companies office / NZBN. This could reduce data entry and validate that the name entered is a real company, accepting it wouldn't cover other entities.
Part 2: When a company status changes (e.g. goes into liquidation) you could show Xero users a warning, could do the same for company name & address changes etc..
3 votes -
Smart Lists - Add "Country" filtering option
Currently, when filtering smart lists by location you can only add [city, state] tags. It would be nicer to be able to just add country tags, to sort / view contacts by country as opposed to by city.
This would also allow new contacts in that country to automatically be added to the list, vs needing to handle this manually.
4 votes -
Contacts - Search/autocomplete for international addresses
When adding or editing a contact, I always enter their address.
Xero has this great feature that allows searching for addresses, and that's wonderful!
...except it's arbitrarily limited to only search addresses in the country the Xero org is registered in; a US Xero org only offers autocompletion for US addresses, for example.
In this modern, international, remote-friendly age, the notion of only having domestic clients is a little silly– especially when paying for a Xero tier that supports multiple currencies.
So: being able to search/autocomplete international addresses when editing or adding contacts would be a great addition.
3 votesHi team, while this isn't a feature we have in our plans right now, we're keen to continue monitoring the interest for this through this idea.
We will keep our eye on it, here.
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Reporting | Budget Manager - Customise report layout
Ability to customise a budget manager layout.
Purpose: To make users able to get their preferred figures appear in the budget manager report.
214 votesHi community, thanks for your support and engagement on this idea. We acknowledge your desire for enhancements in how you can Budget and forecast reporting within Xero, and being able to mirror custom Profit & Loss report layouts you've created.
While we understand the needs expressed by you here, we want to be open that we don't have immediate plans for developing this tool.
We're continuing to look ahead and assess the base needs of our customers when it comes to budgeting and working in Xero and will keep you updated of any upcoming developments that could support in your needs here. Thanks for your continued feedback and support through Xero Product ideas.
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UK Payroll: Send P45s direct from Xero
At the moment, we can only download the P45 and then email to employees by different software. It would be better if we can just email the P45 directly to employees from Xero.
61 votes -
Xero with Stripe: Support for Afterpay payments
Now that Stripe offers Afterpay, it would be helpful to add Afterpay to Xero's native Stripe integration.
51 votesHi team, we're developing more ways to pay with Stripe!
Soon you'll have the option to offer Afterpay as a payment method to your customers which we know is important to all of you who've voted on this idea.
I'll round back to confirm when it's live and more detail of how to do this. 🙂
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AU Payroll - Add expire date for Time Off in Lieu
According to different awards Time off in Lieu is suppose to expire in 6 months time if not used. Currently you can only bank and take Time off in Lieu. It would be great if Xero could automatically expire hours not used as this is a common practice in many employee Awards.
5 votes -
Settings - Set default for 'Show [x] items per page'
Can the items per page be made an updateable default on all tabs? i.e. remember my setting until I change it again. So, on the contacts page I'd like to select 200 per page and have Xero remember that preference until I change it again.
93 votes -
User role - Restrict option to add or delete Bank Accounts To Subscriber user role
It is concerning that Bank Accounts can be added or deleted by users with "Standard User Access or even "Advisor" in some cases.
Considering the whole Xero Accounting system revolves around Bank Feeds, the ability to add a bank account, activate Bank Feeds or even delete a bank account should only be a function available to the Software Subscriber.
3 votes -
Zendesk Time Tracking Integration
I would love to see an integration with Zendesk to track time spent on tickets to be invoiced in Xero. I know this can by done with WorkflowMax but I don't want yet another app to deal with, it would be great to have this directly in Xero.
1 voteHI Christopher, Xero offers the ability for interested parties to build an integration with Xero, however OI want to be open that we don't regularly design an build integration with other applications ourselves.
You're welcome to share this link to our Developer Community with Zendesk support in case this is something they'd be interested in looking into.
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Repeating bills - Due date options to include 'working days' not just 'calendar days'
I have a repeating bill that is set up with the due date 14 days after invoice date. This is fine except the date calculated is 14 calendar days and the bill is actually due after 14 working days. Is it possible to have an option that allows for working days rather than calendar days?
4 votes -
Inventory: Tracked serial numbers
An inventory system that can also track serial numbers.
28 votes -
Xero Accounting app - Ability to enter negative lines in an invoice
I would like for there to be the option to add a minus figure into a sales invoice in the Xero App - the same as the browser version.
24 votes -
Login page - Redirect to ReturnUrl if already logged in
Redirect to the ReturnUrl on the login page if you refresh and have already logged back in, eg. from another tab.
Context: I usually have many Xero tabs open. If I am logged out due to session timeout, all of these tabs redirect to the login page with a ReturnUrl in the query string. If I log in on one of those login pages, I am correctly returned to where I was in that tab. If I refresh another one of the tabs after logging in, it stays on the login page rather than automatically redirecting to the ReturnUrl.
It…
2 votesHi 👋 your idea is being looked into by our Community team. We will be in touch soon to update you once your idea has been reviewed.
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