Skip to content

For small businesses

Categories

  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback

4700 results found

  1. We would like to be able to generate a report that would capture all clients that are entitled to Medicare levy exemption.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  2. With the "new look" bills having been implemented, all the different bill options are under a drop down where you select new bill, new CN, new repeating etc.
    I appreciate that this looks tidier or something, but when you're inputting about 20 CNs, having to go through the dropdown for each of them is really tedious.
    Also: after approving a bill there's an option to add another bill directly, but that doesn't happen if the bill is submitted for approval or saved as draft. Can this be implemented?

    There is also no option to go straight to a new CN…

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  3. Hi, sometimes I need to open several assets on the asset register at once, side by side and in separate tabs. In the old style report this is really easy as each asset line has a blue clickable link.

    In the new report the only way I can see to open an individual asset is by clicking on the whole line which then navigates away from the main listing. You then have to navigate back to the listing to open the next one. This makes things slow and tedious and I lose my place.

    Can we have the blue links…

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  4. We have two accounts (bank & credit card) from the same institution. For bank feeds, please allow multiple logins from the same institution.

    Once we login for a bank feed on one of the accounts, we can't set up the bank feed for the other account. It just asks us to choose the already logged in account.

    This is documented here:
    https://central.xero.com/s/question/0D51N000055543jSAA/how-do-i-connect-two-accounts-from-the-same-bank-that-have-different-logins

    I also reached out to support. They said "a Xero user can only use one set of credentials (per bank) in a Xero organisation. We recommend that you ask another Xero user to login and activate the feed…

    3 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  5. For accountants and bookeepers who charge fees based on number of transaction lines being recorded it will be great if a simple report can indicate the number / count of transactions recorded by each Source in a given period.

    This will also be helpful for new accountants and book keeper who are sourcing for clients who are using Xero to share that details so a smart quotation can be provided

    Manesh

    6 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Hi Manesh, have you tried the new Account transactions report? When you run this report you'll be able to see how many items are in the report, noted in the menu bar at the bottom of the screen. 

  6. Currently eInvoicing attaches the user's email address to an eInvoice. So that we can centralise how we track our invoicing, we would like to change this to our generic email address xyz@entity rather than name@entity. It would be great if there was a drop down button added to eInvoicing to make this change.

    4 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  7. HMRC's guidance on invoices in currencies other than GBP, found at https://www.gov.uk/guidance/foreign-currency-transactions-vat-and-tour-operators lists specific requirements that need to be met when creating an invoice in a currency other than GBP, namely:
    1. "the total net value of goods and services at each VAT rate" needs to be shown in GBP (as well as in the foreign currency)"
    2. "the amount of VAT, if any, at each rate" needs to be shown in GBP (as well as in the foreign currency)"
    3. the currency conversion for VAT purposes needs to be calculated in one of the following two ways:
    - "UK…

    3 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  8. Projects- Add date project is started in xero and the name of who started it. This will help us to be able to determine how many days a job took from order date to completion.
    We will also be able to tell who started the project if we need further information about it. Something like the 'History and Notes' in the Invoices, where there is a record of who generated the 'Project' and on what date and who makes changes along the way would be perfect. We currently have a project that we are not able to see when it…

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  9. Generate inventory list report in FC by stock codes as it's very important if you have businesses in various countries with different FC to know an item costs EUR *** in Europe vs USD in USA instead of all in GBP

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  10. Restricting the Invoice only access so only the contact name can been seen but no further financial information can be seen

    4 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  11. NZ Payroll - bulk approve timesheets

    20 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

     ·  6 comments  ·  Payroll  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  12. We are a retail business. 15 companies and 65 shops across Australia. We currently have 285 different suppliers from whom we buy multiple items without creating purchase order as we order them on phone or online portal. We have Xero just to maintain supplier payments only.
    Now, many suppliers send us periodic invoices means one invoice for multiple deliveries.
    therefore, if we can enter delivery dockets header data only in bills to pay section just for records purpose we can track deliveries and assign them to Invoice once it arrives just like credit notes.
    So we would know that we…

    16 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  13. Issue - When accessing the Recent Bill Report from the contact screen the automatic date range is the most current month. If you require anything longer this requires multiple steps to rectify.

    Purpose - To show relevant recent bills depending on the contact/entity, not just the bills in the current month.

    Solution - Have an option to set a custom date range that automatically loads when clicking this report. This custom date range could vary from entity to entity.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  14. When entering a quotation, is it at all possible to do a selection per customer so that we can print out a "back order"list from the quotation. This will enable us to see the customer's name and description for all outstanding orders. Then we dont have to go into each and every quote seperately?

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  15. Provide the functionality to receive leave requests by SMS notification.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

     ·  0 comments  ·  Payroll  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  16. To save remembering to do manually, Xero could automatically send payslips as soon as the payrun is created/clicked.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

     ·  1 comment  ·  Payroll  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  17. Add the ability to extract data from scanned receipts in the Xero Expense web app.

    At the moment, both the mobile app and HubDoc can automatically scan receipts and extract data (date, amount, payee, etc). This doesn't work in the web app and Hubdoc cannot send documents to the Expense app.

    We use a document scanner to scan multiple reciepts at a time and then batch upload to our expense keeping app (Zoho Expense). Drag and drop multiple receipts into Zoho Expense and the software will automatically extract the data from multiple reciepts at a time. This is more user…

    11 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  18. When entering information on time sheets for employees, the ability to hit "next" to move onto the next employee once you have approved the time sheet rather than having to go back out to the main timesheet menu, find the appropriate timesheet on the drop down list & go back in to enter the timesheet for the next employee.

    22 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    8 comments  ·  Payroll  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  19. Under the Contact, where Xero shows the current account balance and further down the screen we can see all invoices etc for that contact. When I scroll down the list of invoices I'd love to be able to see a little icon that tells me how many files I have uploaded to each invoice. The only way to tell currently is if I click into each invoice and then I can see the number of files attached per the little file icon at the top.

    8 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  20. While it is possible to use Find & Recode to edit the contact, it's not currently possible to use this feature to edit line item descriptions, this would need to be done on the individual transaction themselves.
    Can XERO please look into this and bring this new feature in future to save time.

    20 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  • Don't see your idea?