261 results found
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payroll - change the look back to the way it was (where you can see things at a glance)
I just updated the employees to STP2 and it has gone from a nice clean format where I can view everything at a glance to a horrible, lots-of-white-space, format now where I have to continuously scroll down to see the information. This new format looks terrible and creates more work for the user! This includes both the timesheet approvals page, and the Employee information tax / employment info pages.
1 voteHey Rachael 👋 thanks for sharing this suggestion.
To be transparent, we have no plans to revert the changes made to the Payroll screens.
These updates are part of “Building on Beautiful”, the work we’re doing to improve the foundations.
As every part of Xero starts to look and feel the same, it will be easier to make other important changes.
These improvements have already allowed us to deliver highly requested features such as Payroll History, and support for STP2.
You can read more about that on our ‘Building on Beautiful' page.
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Credit limit integration with API
My client uses a third party system to integrate invoicing from Point of Rental (Syrinx) to Xero. Previously their was a "skype" field with the credit limit and P of Rental would pick this up and update the Point of Rental system.
This has been disabled by Xero and apparently Point of Rental cannot use the credit limit field in Xero to update their System.
Could Xero Allow their credit limit field to be used for the API ?
Any ideas
Richard M
1 voteThanks for the detail in your idea here, Richard. Appreciate why you'd like to credit limits to be available via the API.
We have a separate channel to collect and share back ideas around our ecosystem and the API - I'll close your idea here not really being the best place to capture this.
Welcome to join in and support the idea that's been raised for this across in our Developer Community 😊
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Stats function for Hotels - Rooms available, rooms sold and sleepers
In Hotels we have different statistics, other accounting software allows for this to be entered into the system, eg Rooms available, rooms sold and sleepers.
1 voteHi Katie, the statistics and fields that would be required to track the sort of detail you're asking here extend quite a bit beyond what Xero's designed for at present.
You may want to look into an integration through Xero's ecosystem that can help with your needs here - I've done a quick search for Hotel management apps here
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User Roles | Individual permissions to use Pay with Wise
1) Limit which users can use this payment system (for security reasons)
2) Limit how much they can pay out at any one time (for security reasons)2 votesHi all, while we removed the Pay with Wise, as a follow on from our last update we wanted to confirm that we have released UK bill payments in Xero.
Customers in the UK can set up direct bank transfer as a payment method for GBP bills to quickly and securely pay bills. Funds are transferred from your bank account by Crezco using open banking. The availability of open banking in the UK has enabled us to offer this on-platform. 🙂- Read more on our Blog
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Contacts - the ability to set the AP Liability account
Contacts - The ability to set the AP Liability account for a contact to any balance sheet liability account for this contact. Eg Tax Liability Account, Specified Finance Liability account
This would also necessitate the ability to have multipl AP liability accounts.2 votesAppreciate you'd like more control to track accounts payable for your contacts, Andrew.
Being open we don't have intentions of changing the way Accounts Payable and Accounts Receivable work with contact balances in Xero - These are impacted by the invoices and bills that are entered in your org.
If you'd like to set up secondary AP and AR accounts we have a help article that explains more on how to do that, here.
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Expose the "Delivery Address" field on an invoice to the API
Xero needs to expose the "Delivery Address" field on an invoice to the API. Currently we are unable to create an invoice via the API to include the customer Delivery Address field.
In the case where the contacts default delivery address changes over time, or the customer has multiple delivery addresses (and one Head Office address for invoicing/billing purposes), the "Delivery Address" field in the Xero New Invoicing function needs to be exposed to the API.
1 voteHi Sheldon, appreciate your idea however we have a Developer Community where your idea will be in the right place to gather support from others interested in the API, also we can make sure this gets back to the right teams here at Xero. 🙂
I'll close the idea here so others know where's best to raise this sort of thing. You can always come back and share the link to the idea you create in that forum!
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Ability to change columns in screen view
Can you please add the ability to resize and delete online columns we see. Xero keep changing the columns in various screens (the latest is in Bank Statement lines).i now have columns so small they take multiple lines (ONE IS THE DATE!), in order to add columns with nothing in them/data I don't want to see.
2 votesHi team, really appreciative of the feedback. You'll find with our technology upgrades we're building more consistency throughout the product.
While not the ability to switch order, new invoicing does allow for you to hide/select specific detail of your invoice from showing, and you'll find many reports have great flexibility on what data and how this is shown.
That being said we don't have intentions of developing capability to fully customise the columns of list views across Xero any time in the near future. I'll close this request so it's clear for anyone else viewing. -
Venmo integration
I would like to receive payments from clients through Venmo. Are you working on that?
1 voteHi everyone, appreciate the interest here.
Revisiting this idea, you currently have the option to Add a payment service that uses a custom URL or, in the US, use the Paypal integration to access Venmo payments from US customers.
I do want to be upfront that we don’t have intentions of developing a direct integration with Venmo - we’d recommend exploring the options above, and I’ll keep this request closed for transparency.
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Rapyd Automatic Reconciliation
Add automatic reconciliation for users of Rapyd. At the moment the way Rapyd is exporting statement in csv format makes bank reconciliation for Rapyd users extremely cumbersome. If Xero could implement an automatic reconciliation service as they have done for Stripe would be great.
1 voteHi Jan, with Xero's open API many integrators have designed and built their integration with Xero themselves.
We don't generally develop third party integrations ourselves, and do want to be open in the forums here.
We'd recommend approaching Rapyd to see if this is something they may consider enhancing in their integration with Xero.
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Safari pdf
Xero on Safari: embedded pdf on bill or invoice will repeatedly force refresh the page.
Usually resulting in error and constantly refreshing.
Suggested fix is using iframe when detected browser is Safari as suggested here https://github.com/pipwerks/PDFObject/issues/243
Please update ASAP1 voteHi Matthew rounding back on your idea again here I'm going to close but highly encourage yourself or anyone engaging this sort of behaviour to contact our support team directly to for a deeper look in, Thanks
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American Express statement downloads
American Express has dropped the function of being able to download statements in OFX format which could easily be loaded into Xero, and now only offer PDFs. Can Xero put any pressure on Amex to re-introdcue the function? Not practical to individual load transactions, and without the bulk download feature Xero because less useful/valuable to Amex users.
1 voteHi Lloyd, being open it is unlikely for a push from our end to influence. However, there is a Feed connection available through Yodlee which you could connect and could better serve for on-going imports 🙂
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Account transactions available via API
Could you please allow account transactions to be available via API.
1 voteThank you for sharing, Mike. While Xero Product Ideas is a place for requesting changes for features in Xero, the Xero Developer Community link that you’ve shared here is the best place to raise any API, Ecosystem, and Integration ideas.
In saying that, I’ll close your idea here, so others who come across this post will know where they can go for more information on this. -
Reporting - Show decimals on older reports
Hi there,
I've tried the existing integrations with Shopify and Xero and the only partially viable option available has many problems. We're using this for our website https://discountoffice.co.nz. We've given up on automation between the two platforms and now manually invoicing at the end of the day which consumes a lot of our time. Do you have any plans to develop an official app to integrate the two platforms?
1 voteHi team, with newer versions of many of the older reports now in place, we don't have plans for making further change to Xero's older reports.
In Xero's newer reports you'll find the option to include decimals under the 'More' option.
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Notifications - Tracking reminder when entering invoice/bill/transaction
Hi Support,
Could you add a small feature to reminder users to select tracking when they enter invoices/bills/transactions/manual journals?
I know we can always use 'Find & recode' to adjust, but it would be much better to have this reminder.
Thanks,
Felix1 voteHi community, appreciate the idea here.
However, it's not getting much traction overtime so I do want to be honest that there are no plans for a specific reminder for adding Tracking.
However, as mentioned, if you would like to bulk check or add tracking you may like to check out the find and recode feature😊
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Sales Invoices: Reminder to email Invoices
Hello, recently, I have added invoices to Xero, printed them out but forgotten to click the button to email them. Would iy be possible to have a simple reminder feature once you have created a customer invoice when you click away from it which says "do you want to email this invoice?"
1 voteHi team, while not a direct reminder to email the invoice, you’ll find the flow to create and send an invoice is much more succinct in new invoicing 🙂
I do want to be open that we don’t have specific plans for an additional reminder as well, so we’ll close this request to set that expectation.
Thanks for your contributions here!
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1099 Reports - Multiple changes
The 1099 functionality is not all that helpful currently with the way US laws are.
From what I understand about 1099-Misc, there are three key things that determine whether or not you must provide for a regular vendor (there are lost of odd rules for attorneys and the like so I'm just writing about your regular vendor.)
1) Usually only applies to payments >= $600
2) Usually excludes Corporations
3) Usually excludes payments made by credit card or 3rd party network like PayPal due to 1099-KFrom the IRS Website: Form 1099-K. Payments made with a credit card or payment…
1 voteHi everyone, we appreciate feedback and conversation on how we could improve Xero's 1099 reporting over the years.
Some time on from when this idea was first shared on Feature Requests - We've made lots of updates to Xero's 1099 and I'd like to round back on some of the ideas raised here.
👉 Majority of account types can now be selected in the rules set up
👉 We released Contacts Management which allows you to update a contact's W9 business classification, and a checkbox to automatically add them into a 1099 contact group, and select this group in your rules. If they're a corporation, don't tick the checkbox, and they won't appear in reports.
👉 As per IRS guidelines, any payments made via a credit card or third party network are reported on a 1099-K form.
👉 At this time we don't have plans for developing the ability to… -
Contacts - Add account column
When clicking into a contact profile, it would be great to see what accounts were used in the transactions for quick reference under the activity tab (currently, the columns are: Item, number, reference, date, activity date, due, and amount. It would be great to see an "account" column as well). This way, when entering infrequent bills that need to be coded to the same account, it is much easier and quicker to look up.
2 votesWe want to be upfront that this isn't something we have plans for.
It's possible to have multiple line items within each transaction, meaning there maybe more than one account your transaction is coded to.
However, you may find the Receivable invoice details or Contact Transactions report quite useful for this sort of look-up. -
Organisation settings - Dark mode
Ability to change darker backgrounds in Xero.
Purpose: White text against a Dark Background, is easier to see for the eyes.
397 votesHi all, appreciate the interest in this idea and its importance to help reduce eye strain and headaches for improved user comfort, especially during extended usage.
We understand that this has been a longstanding request, and we genuinely appreciate your patience and dedication to making Xero an even better platform for all.
While this may be a function we look to explore in the long-term, we want to be upfront that this is not something we'll be developing in the near term due to the complexities involved and the need to prioritise other impactful updates. We know that this may be disappointing but hope that this provides some clarity.
In the meantime, as some users have mentioned you may be able to use a third-party app like Google's High Contrast, which allows you to change the colour on your screen to make it easier to read.
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Starring/saving reports
Previously, in Xero, you could star/save a report by going to the reports page and either looking for the report in the summary tab and then clicking the star next to the report you were looking for, or by using the search bar in the top right hand corner to find the specific report and then starring/saving it after you had searched for it. Now, when you try to star/save a report after typing something in the search bar, the report will not save. Additionally, when you attempt to switch tabs from Summary to Custom/Adviser/Draft after doing this, the system…
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ANZ Credit Card Bank Feed Information - Payee shows in description column
At present when reconciling ANZ credit card bank feeds the Payee name is shown in the description column as opposed to the Payee Field. The only workaround to this issue is to setup a bank rule. As a result of this issue, all non bank rule transactions show with "unknown" in the "To" field of a spend money transaction. Come on ANZ you can do better! please fix this.
1 voteHi everyone, the transaction info imported into Xero is provided directly by the bank.
How each bank imports data into Xero differs between them, which is why some banks import how you like, and others (ie. ANZ credit cards) don't.
Though we can appreciate how working with ANZ to change where the payee imports would be helpful, it'd require massive changes for all customers who've already set up bank rules.
With this being said, we've decided to close this request as we aren't looking to change how this info imports at this time.
Always welcome to reach out to support if you'd like some help setting up bank rules instead 🙂
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