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4875 results found
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Bank Feeds - Request for bank feeds for ABN AMRO Bank
Please instate bank feeds for ABN AMRO bank (the Netherlands). I joined Xero for its highly automated systems. Now I still have to download and import bank statements manually.
It adds insult to injury for the fact I have to sign up to a premium plan to be able to account in a mere two currencies. For small traders like myself with low turn-overs and no need for the majority of features larger companies need, this feels deeply inappropriate and unfair. (another idea about this topic is already live elsewhere)
8 votesHey everyone, thanks for the support on this idea.
While our Open Banking connections in the EU currently cover only Denmark and Ireland, you can still keep your ABN AMRO transactions up to date in Xero by manually importing your statements.
We'll keep en eye on the support for this here, and let you know of any updates in this area. Thanks for taking the time to share!
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Account transactions report - Comparatives
Essential for cash flow and projections, an annual report divided by month that includes source and base currencies.
The "Account Transactions" report currently enables us to overview all accounts (Balance Sheet and P&L) in both currencies (source and base) but lacks a feature to display 12 months alongside each other.
5 votesWe're grateful for your engagement and letting us know how adding comparative options in the Account Transactions report could benefit you.
This isn't something we have direct plans of right now, however we'll continue to gather community interest in this and share if there are any updates.
In terms of cashflow projections, if not already you may want to check out Short term cashflows with Xero Analytics.
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Bank Reconciliation - Available balance including Overdraft
In the bank account settings, add an optional data field to enter in the Overdraft limit on a bank account. Then on the dashboard screen, show the net available balance of current bank balance + the undrawn Overdraft limit.
Purpose - to save the user from having to manually calculate how much is available to make supplier/payroll payments or login to internet banking prior to check.
Should also be a simple feature to add.
7 votes -
Make projects better
Projects - Make the entire Projects experience better. Today is May 17th 2024, there are currently 300+ ideas, suggestions, and requests here related to Projects, few of which have even been responded to by Xero. It seems clear that Projects is the red-headed step-child of the Xero platform, always the last to the table when the development team starts talking about updates.
For those of us who run project-based businesses, the features requested on these pages are CRITICAL to our ability to understand how our business is doing. I'm calling on Xero to put more energy into building out Projects now, not "some time in the future," now. Many of the requests are simple - we need a field to add notes, we need a field to add an ID number, we need an address field. I know that making changes to any database can cause ripple effects through the whole system, but come on, I've been with Xero for 3 years know and as far as I can tell there have been zero improvements to Projects since we first came on board.
Projects - Make the entire Projects experience better. Today is May 17th 2024, there are currently 300+ ideas, suggestions, and requests here related to Projects, few of which have even been responded to by Xero. It seems clear that Projects is the red-headed step-child of the Xero platform, always the last to the table when the development team starts talking about updates.
For those of us who run project-based businesses, the features requested on these pages are CRITICAL to our ability to understand how our business is doing. I'm calling on Xero to put more energy into building out Projects…
37 votes -
Project timesheets
We need the ability to allow the user to select a project within Xero me app when booking their timesheets. This would allow simple reporting of hours booked to projects
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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Jax - Invoice Due Date
JAX currently does not pull the customers due date from the customers file. Because that feature isn't live yet, JAX doesn't help our organization to be able to use JAX to create invoices. I wanted to bring it to your attention in the hopes your product team is working on it. You may already be working on it, I just didn't see it listed anywhere.
Our customers have different invoice due dates depending on how their account is setup. Because of this, we would have to look up each due date for the customer and manually change it. It would be too difficult for my drivers to do on each delivery. I can see, if this feature is added to JAX, we could use JAX to create invoices and possibly save our organization a lot of time in the day. I am really hopeful that the proper due date can be added!! I look forward to hearing from you.
JAX currently does not pull the customers due date from the customers file. Because that feature isn't live yet, JAX doesn't help our organization to be able to use JAX to create invoices. I wanted to bring it to your attention in the hopes your product team is working on it. You may already be working on it, I just didn't see it listed anywhere.
Our customers have different invoice due dates depending on how their account is setup. Because of this, we would have to look up each due date for the customer and manually change it. It would…
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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AU Payroll Pricing - Reinstate Payroll Add-on
Re-instate the option to pay for additional people on payroll without having to jump subscription tiers.
As a small business, every dollar counts, having to jump $25/month or $40/month to add a person to payroll hurts, especially when the additional features are unnecessary.
The UK has already reinstated this option, it should be reinstated here too. (Not entirely sure why it wouldn't be other than the fact not as many people would have offered feedback here in AU comparatively to UK.
In a capitalistic world, it would be nice to see you on the front foot Xero, show your care for customers.
Re-instate the option to pay for additional people on payroll without having to jump subscription tiers.
As a small business, every dollar counts, having to jump $25/month or $40/month to add a person to payroll hurts, especially when the additional features are unnecessary.
The UK has already reinstated this option, it should be reinstated here too. (Not entirely sure why it wouldn't be other than the fact not as many people would have offered feedback here in AU comparatively to UK.
In a capitalistic world, it would be nice to see you on the front foot Xero, show your care…
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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Xero Network - Send purchase order via the network
Xero to xero network - send purchase orders. Want to be able to send my regular supplier a Xero Purchase order via Xero network, who can then create a bill in their Xero, who can then send me their Invoice via Xero network. Would be super helpful given the start of the workflow is typically the purchase order.
2 votesThanks for your idea, Paul. Great to hear you find using the Xero network helpful in your workflow.
We'll gauge the interest from the community in expanding the use of the network to send purchase orders. This isn't something we have plans for at this stage but we'll let you know if there are any updates.
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Bills - Assign a Name to Planned Dates
Being able to name planned dates would make it easier to manage payments when multiple users are setting up different types of payments on different dates.
5 votes -
Auto-Match Receipts to Transaction
Xero already scans invoices to create drafts, which is a huge time-saver.
Extending this capability to receipts would add even more value.
Specifically, if receipts sent to a Xero mailbox could be scanned and automatically matched to the right transaction, it would save significant manual effort, reduce errors, and streamline reconciliation. This small enhancement could have a big impact on efficiency for businesses handling large volumes of receipts.
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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Xero Accounting and Invoices app - Preserve rotated images when uploading via device file manager
The easiest way to save a document to the Files Inbox is to share it from the device file manager or gallery. However, if an image has been rotated to landscape (e.g. because the image was originally the wrong orientation), saving the image to Files Inbox this way removes the rotation. The Xero Accounting app should preserve the rotation when uploading.
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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Add Predicted Income Feature in Xero Projects
Currently, Xero Projects allows us to enter and track predicted expenses, which is great for monitoring project costs. However, there is no equivalent option for predicted income.
Being able to record predicted income against projects would provide a much clearer picture of project profitability and cash flow forecasts. This would allow project managers, accountants, and business owners to compare projected vs actual income alongside expenses, improving financial forecasting and decision-making.
Benefits of this feature:
Aligns income forecasting with existing expense tracking.
Improves visibility of project profitability before actuals come in.
Helps businesses plan resources, budgets, and cash flow more effectively.
Provides a more balanced and complete project management tool.
This would be particularly useful where invoices are split across different categories. Having the ability to assign parts of an invoice to different areas of tracked predicted income would bring much-needed flexibility and accuracy to project reporting.
Currently, Xero Projects allows us to enter and track predicted expenses, which is great for monitoring project costs. However, there is no equivalent option for predicted income.
Being able to record predicted income against projects would provide a much clearer picture of project profitability and cash flow forecasts. This would allow project managers, accountants, and business owners to compare projected vs actual income alongside expenses, improving financial forecasting and decision-making.
Benefits of this feature:
Aligns income forecasting with existing expense tracking.
Improves visibility of project profitability before actuals come in.
Helps businesses plan resources, budgets, and cash flow more effectively.
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1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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Permissions - products and services
A permissions setting to control whether or not a user can create a new "product and service" would be valuable. Too many user creating new products, services and SKUs leads to a mess.
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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AU Contacts
At present, contact details (name, phone, email, bank account information, etc.) can only be viewed or updated by searching and opening each contact individually. This is very time-consuming when managing multiple suppliers and clients.
It would be extremely helpful to have a report or consolidated contact list view that displays all relevant contact information in one place — including name, phone, email, bank account details, and other key fields. Ideally, this report would also allow for:
Bulk viewing of contact information without needing to open each contact separately.
Inline editing or the ability to update fields directly from the list/report view.
This functionality would save significant time, improve accuracy, and streamline the process of maintaining contact records across the business.
At present, contact details (name, phone, email, bank account information, etc.) can only be viewed or updated by searching and opening each contact individually. This is very time-consuming when managing multiple suppliers and clients.
It would be extremely helpful to have a report or consolidated contact list view that displays all relevant contact information in one place — including name, phone, email, bank account details, and other key fields. Ideally, this report would also allow for:
Bulk viewing of contact information without needing to open each contact separately.
Inline editing or the ability to update fields directly from the list/report…
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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investment boost expense code
It would be useful if the 20% investment boost expense could be allocated to its own code rather than the default depreciation code.
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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AU Payroll - Customised payroll report for multiple pay items
Create a customised payroll report to include multiple but not all pay items for a specific period. As an example - view all overtime payments for relevant period
4 votes -
ratio
In my custom income statement, I'd like to create a calculation for a debt service coverage ratio. However, I don't there's a way to set a P&I payment as "per month" in the custom features. Is there a feature to set a formula that adjusts my debt service based on the number of months the income statement covers? (E.g. monthly P&I is $5,000 per month. So a 6-month year-to-date statement would adjust P&I to be $30,000 on my printed report).
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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Contact sorting
The contact layout is very unhelpful and a pain for organizing and updating information. The groups are useful, but contacts should show tags of what groups they are in via the main contact page. The tax info should also be shown. I should be able to scroll the contacts and see who is ready for 1099 submission for example. Clicking in and out of every contact is such a waste of time and there's no marker for knowing when a contact has been updated. Theres a ton of wasted space on this page. Mocked up screenshot attached.
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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balances via multi currency on contact screen
Within the contact screen and when looking at ALL transactions it shows you an overall balance owing to you and owed by you on the left hand side of the screen. If the various transactions that make up those balances are in multiple currencies, is there a way to see totals outstanding per currency so maybe under the overall balance in base base currency it shows how much of that is EUR for example?
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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Group VAT Returns
We have recently entered into a group VAT registration. However, there is no functionality in Xero to make the submission as a group. We have to create the VAT returns in the individual entities and then import VAT box amounts, which means we lose the audit trail in Xero. Also if we were to receive a VAT inspection would mean that we cannot provide HMRC with just one return we would have to provide them with multiple.
Need the additional functionality to link companies via a VAT registration number and submit the return (from any one of those entities).
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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