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  1. Please can you add support for Yubikeys, the development webpage is here:

    https://developers.yubico.com/

    67 votes

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    Thanks for sharing with us here, everyone. We appreciate why you'd like simpler methods to improve efficiency when logging in to use Xero. 

    Our product team have started some work to enable logging into Xero using passkeys. As mentioned in some of your comments, this'll support Yubikeys by default.

    For now, we'll move this idea to Under review and I'll come back to keep you updated on the latest news for this feature.

  2. Association of International Accountants - AIA should be added into accountants report section of statutory accounts.

    Thanks

    2 votes

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  3. It would be great if it were to be possible to apply accounting periods Period 1 , Period 2 etc even if these fall into the calendar months or fall into 4/4/5 week pattern . It would make looking at transaction reports in a pivot far easier , it would avoid having to save data , fix it with additional columns and then review constantly . This would be a game changer . All companies work to months calendar or something else yet Xero doesn't have this functionality which is crucial to analysing data and preparing month end .

    11 votes

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  4. A report to show transactions that have been posted including the account code and the projects that the transactions have been assigned to with data parameters.

    We reconcile the sales, direct costs and gross profit amounts from the project summary report to the same amounts in the profit and loss report but currently there is no way to identify differences when they arise. The above report will really be helpful!

    7 votes

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  5. It's unfathomable to me that it is not possible to do something as simple as output sales by state or by province or by country or by city. These are discreet fields in Xero and we ought to be able to filter a sales or P&L report to just include sales for some regions or to summarize by state or country. Right now all I can do is export all transactions and run everything through excel, which is not the way this should work. Thanks.

    33 votes

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    Hi team, while not a fully fledged report you may find Smart Lists within a contact useful at present. 

    From Contacts you can set up and get a list of customers that meet certain rules that you've set up - such as 'Location' is and setting this to one or more locations your customers are based. 

  6. Contact Cash Activity Report that shows all contacts and can show both individual transactions or a summary (total).

    It would be more efficient than having to select each contact individually

    2 votes

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  7. I would like the payroll reports to be able to be sorted by first name or last name. I sue them for a number of reporting requirements with third parties and it would make it so much easier if I was able to do this.

    51 votes

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     ·  17 comments  ·  Payroll  ·  Admin →
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  8. With the currect feature History and note report we are able to see which invoice for example has been edited - change name of invoice - reconciled etc. However we would like to have a more detailed view, for example if an invoice is booked in USD and someone will change the currency in EUR we are not able to see this change , we can see only that the invoice is edited by X person but we are not able to see the change. How can we have this feature?

    26 votes

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    Hi everyone, we wanted to provide an update of a recent change we have made where you'll now see the email address of the primary email entered in the To field is recorded in history each time an invoice is sent. You can read more about this change in my update here.

    As mentioned on that thread there are a couple of unique scenarios we are tidying up and I'll return to confirm once that is complete.

  9. 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

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  10. It would be great to have the ability to have a ‘send remittance advice’ button under the accounts transactions page of the bank accounts to easily tick the payments you want to send a remittance advice of to suppliers. Perhaps next to the ‘remove & redo’ button. This will save a lot of time having to go into a payment transaction. I know that the remittance advices can be send for bulk payments but this needs to be done before the payment is removed if various suppliers are paid in the same batch. The same option can perhaps be added…

    52 votes

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  11. Even though the above feature in XERO has great potential for add on value services to clients, example, 90 days cash flow projections, I am very surprised that no one asked, why cant we produce a report in PDF or Excel??? Isn't this an essential part of a report?

    79 votes

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  12. We need to know Potential Gross Profit when Quoting ( Obviously ! ).
    Potential Gross Profit = Estimated Charge minus Estimated Cost.

    I understand that Project Details reports and Project Summary reports require Time Spent to be entered or an Invoice to be generated before Gross Profit can be shown.

    But for Quotes we do not wish to generate an Invoice or record Time Spent, because a Quote is not a Project until it is awarded/won and does not require an Invoice until the Project is complete.

    Please can we have the capability to look at Potential Gross Profit equals…

    22 votes

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  13. Send automatic receipts when reconciling payments received.

    79 votes

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  14. To have a list that shows bills that have and haven’t been assigned to billable expenses.

    Purpose: Users can easily identify which bills that have and haven’t been assigned to billable expenses.

    161 votes

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    Hi everyone, we appreciate the importance of being able to view and understand where billable expenses have and haven't been assigned. While we have keen eyes on the idea here, with other big pieces of work on the go we want to be open that this is not in the roadmap atm.
    We want you to know we're taking on board all your feedback here, and will continue to stay across this, and keep you updated of any news or progress that'll improve visibility for your needs here.

  15. Ability for Xero to treat an overpayment with VAT on - I don't want to use a secondary debtors control account.

    We have a client on the VAT cash accounting scheme and we have a number of overpayments which need to hit the debtors control account. When I run the VAT return, these amounts are not being captured for VAT purposes since there is no option to select a tax rate when using the overpayments option.

    Should I treat these as prepayments, Xero will allow me to code these to a nominal account with VAT. However, the nominal code I…

    11 votes

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  16. 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

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  17. 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

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  18. Every month I publish, export and share reports with certain individuals. I would like to do this within Xero. I set up users who can have "View published reports" access. When I publish a report I can then select that report and choose which of these users I wish to share it with. The user is notified, can login to Xero and is then presented with a list of published reports that have been shared with them. It keeps all the functionality native to Xero.

    11 votes

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  19. The ability to choose an email address which employees payslips are emailed from: eg payroll@...... Not personal email address

    12 votes

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     ·  4 comments  ·  Payroll  ·  Admin →
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  20. Please provide a privacy button on dashboard that can be toggled on / off

    Quickbooks does this, why can’t Xero?

    1 vote

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