For small businesses

4708 results found

1. UK payroll - Automatically create a pension bill from filling

   It would be really helpful if a bill could be created from the pension filing figures on payroll once you have clicked on marked as filed. (such as it is an option when you do your vat return)

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   submitted  ·  AdminBelinda Welsh (Admin, Xero) responded

   Thanks for submitting your idea on Xero Product Idea's. We appreciate you taking your time to share changes that would be most meaningful to you.

   We will monitor and track support your idea receives from the community.

   You can find out and stay updated with Xero releases on Xero Central.

2. Reporting - VAT reconciliation report for South Africa

   Please add a VAT Reconciliation Report for South African Xero Orgs.
   There is currently no report that allows users to determine which transactions in the VAT Control Account have been posted to which VAT periods and which returns they fall under. Late claims are not indicated anywhere except in the transaction detail within each VAT201, so the Control Account needs to be reconciled externally in excel.
   This is particularly an issue when a conversion from another accounting software has taken place and there are opening balances to reconcile. Or if conversion took place mid VAT period.
   It would be useful for this report to include a column for the posting date (or 'last edited' date) for each transaction and the user that raised (or last edited) for audit trail.

   Please add a VAT Reconciliation Report for South African Xero Orgs.
   There is currently no report that allows users to determine which transactions in the VAT Control Account have been posted to which VAT periods and which returns they fall under. Late claims are not indicated anywhere except in the transaction detail within each VAT201, so the Control Account needs to be reconciled externally in excel.
   This is particularly an issue when a conversion from another accounting software has taken place and there are opening balances to reconcile. Or if conversion took place mid VAT period.
   It would be… more

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3. Invoices - Add an option to assign expenses to particular invoices.

   I'd like to be able to assign particular expenses to an invoice. Currently I can mark an expense as invoiced but it would be much better if we could select which invoice it's actually been included on.

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   Idea review  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi 👋 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.

4. Invoicing - Xero Network remember based on last send for contact

   “Send via Xero Network” feature in your invoicing system, which have negatively impacted our workflow and client payment behavior.

   Since the update, this option now appears at the bottom of the invoice, while the sending process begins at the top. This disjointed placement is not intuitive and often leads to it being overlooked. More importantly, the system does not remember this selection, requiring us to manually enable it every time we send an invoice.

   This has had a direct impact on our cash flow. Since the update, we’ve noticed a significant drop in timely payments. Many of our clients rely on the invoice being sent via the network to receive reminders and prompts through their own systems (such as Xero-to-Xero). With this no longer happening consistently, clients are missing invoices or forgetting to pay, which is causing delays and disruptions to our business.

   We respectfully request the following improvements:

   Move or duplicate the “Send via Xero Network” option to the top of the invoice to align with the sending workflow.
   Allow this setting to be saved or remembered across sessions, so it doesn’t need to be manually selected each time.

   Review the impact of the recent update on invoice delivery and client payment behavior, particularly for businesses relying on Xero-to-Xero functionality.

   We appreciate your attention to this matter and hope these suggestions can be prioritized in a future update to restore the reliability and efficiency we previously experienced.

   Regards,
   Kelly Ross

   “Send via Xero Network” feature in your invoicing system, which have negatively impacted our workflow and client payment behavior.

   Since the update, this option now appears at the bottom of the invoice, while the sending process begins at the top. This disjointed placement is not intuitive and often leads to it being overlooked. More importantly, the system does not remember this selection, requiring us to manually enable it every time we send an invoice.

   This has had a direct impact on our cash flow. Since the update, we’ve noticed a significant drop in timely payments. Many of our clients rely… more

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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Thanks for your idea and sharing what would help your experience when sending using the Xero Network, Kelly. We don't have further changes planned around this right now but will start to get a sense of interest from your idea, here.

5. Search - Using accounting terms

   How about your search function is told that it is a part an accounting software package huh?
   Just a thought...

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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Is there a particular invoice or transaction you're trying to find there, Samele? Appreciate your screenshot, as shown search primarily looks at the contact, reference or invoice number.

   Or were you searching for help on some way to use invoices?

6. Bank Rec - Suggest the most likely match

   make xero smarter, its clunky and user unfriendly and you have over 2000 ideas from users but you do absolutely nothing about fixing things

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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Sorry to hear your frustration, James. If there are multiple transactions that could possibly match the statement line Xero will show these so you can choose the most appropriate.

   I appreciate we may not always be working on what you're after however I can assure you there are many ideas that our product teams do pick up and develop from our community. Last year alone we delivered solutions for over 350 ideas that were raised here on the site.

7. AU Payroll - Add portable long service leave report

   Portable Long Service Leave Report - need a quarterly report that meets the Victorian Portable Long Service Leave requirements.

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   submitted  ·  11 comments  ·  Payroll  ·  delete…  ·  Admin →
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8. Batch Payments - Keep multiple payments to the same payee as separate lines

   Currently when creating batch payment files, multiple bills to the same payee are combined into a single line with only one set of bank payment details (although they appear separate on the batch payment screen in Xero).

   Sometimes different bank reference details are needed for each payment, and sending the details in a remittance advice is inappropriate - it would be helpful if the lines could remain separate rather than combined so that unique bank reference details could be added against each line for the same payee

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   submitted  ·  7 comments  ·  Business features  ·  delete…  ·  Admin →
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9. Invoices - Show paid date on invoices screen

   Put the paid date on the Invoices screen. It would be really nice to have the paid date showing so I wouldn't have to click on the invoice to see when it was paid.

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   submitted  ·  1 comment  ·  Accounting features  ·  delete…  ·  Admin →
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10. AU Payroll - Set Working Days for Part Time Employees

    Currently, Xero does not have the feature to assign certain working days for part time employees. This becomes very frustrating when doing payroll.

    For instance, an employee works Wednesday to Friday and when a public holidays falls on a Monday, Xero will allocate either all or some of the employees ordinary hours to this date incorrectly. This means we will have to manually adjust it each time.

    A simple resolution would be to set up employees to certain working days, then the public holidays would assign correctly and there would be no need to manual adjustments.

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    submitted  ·  49 comments  ·  Payroll  ·  delete…  ·  Admin →
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11. Purchase orders - Online view with option to convert to Quote

    Purchase Orders - ability for the suppliers that you send the Purchase Order, to view the document online and have the option to import the Purchase Order to Quotes and Sales Invoices.

    The Purchase order area of Xero feels a bit underdeveloped at the moment. However, one strong step would be to allow Purchase orders sent by Company A from their Xero account to be transferred to Company B's Xero Sales area at the click of a button (giving an option of Quote or direct to sales invoice).

    This is already set up on the Sale side, where Company A sends an Sales invoice to Company B and Company B can add it to their draft bills directly. Creating a similar flow from Purchase Order to Sales Invoice/Quote would be a logical step.

    Purchase Orders - ability for the suppliers that you send the Purchase Order, to view the document online and have the option to import the Purchase Order to Quotes and Sales Invoices.

    The Purchase order area of Xero feels a bit underdeveloped at the moment. However, one strong step would be to allow Purchase orders sent by Company A from their Xero account to be transferred to Company B's Xero Sales area at the click of a button (giving an option of Quote or direct to sales invoice).

    This is already set up on the Sale side, where Company A… more

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12. Fixed Assets - Add tax depreciation for UK

    Fixed Assets - Add tax depreciation for UK
    At the moment, only the Australian version of Xero offers a tax depreciation function. We need this feature in the UK version too if Xero Tax is to be considered as a serious Tax software.

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13. Navigation - Ability to submit feedback in product

    There isn't anywhere in Xero where we can add brief feedback. This would be helpful to have in the help menu please.
    
    For example there is a new issue after the new updates on invoicing - this feature would allow a quick notification to Xero that something needs fixed or we are super impressed with new changes! It takes too long to add something to product ideas (like now), to be ignored or gather a lot of voters before something is fixed. Same with raising a case, most of the time it wont be a fix, we get directed back to here.

    There isn't anywhere in Xero where we can add brief feedback. This would be helpful to have in the help menu please.
    
    For example there is a new issue after the new updates on invoicing - this feature would allow a quick notification to Xero that something needs fixed or we are super impressed with new changes! It takes too long to add something to product ideas (like now), to be ignored or gather a lot of voters before something is fixed. Same with raising a case, most of the time it wont be a fix, we get directed back… more

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    submitted  ·  0 comments  ·  Subscription & support  ·  delete…  ·  Admin →
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14. New invoicing - Change layout of buttons/options

    What's most wrong with the new invoicing template is that the most useful features have been shifted to to the bottom of the layout , so you have to scroll to the bottom to use them. Also the default of approve and send is not the best option , approve would be better ( or perhaps a way to choose that box default would be terrific. Also to attach files , all the way to the bottom we go, thats crazy . also the size of the template is too big , it needs to be more compact its adds to the scrolling required to add lines to the invoice and why was the add 5, 10 or 20 lines removed, that proved to be very helpful ( at least put back the add 5 lines) why because to not have it there at the start of making the invoice ,means due to visual overwhelming of the layout, it seem to have made every invoice line 3 times as big and the length of the invoice 3 times longer . its very slow and time consuming and very unfriendly. I am sure there are improvements and this is most welcome, but why cause everyone to feel so frustrated to offer some badly needed benefits ( I do like the add previous used items and the save and close button...
    Honestly, it the visual appeal and effort it takes ( extra clicks taken) o find , action and do , what was so easy in the classic version.

    IS anyone actually listening to us the users???. or is it all mandated , if mandated, I think you will lose customers over time, which is a shame, as xero is very functional now and does offer people great choices, value for money is questionable, but as far as features go, it has become one of the leaders. If payroll wasn't so expensive on number of employees ( larger numbers) then I would say Xero was very reasonable generally speaking...

    What's most wrong with the new invoicing template is that the most useful features have been shifted to to the bottom of the layout , so you have to scroll to the bottom to use them. Also the default of approve and send is not the best option , approve would be better ( or perhaps a way to choose that box default would be terrific. Also to attach files , all the way to the bottom we go, thats crazy . also the size of the template is too big , it needs to be more compact its adds… more

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    5 comments  ·  Accounting features  ·  delete…  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for feeding back to us here, Mark. I want to assure you our product teams and leadership are very attentive to the feedback we've been receiving from customers on the new invoicing experience and we're committed to improving this.

    It helps for each of the points you've raised to be tracked separately so our teams can consider the votes as a factor when prioritising and planning development, as well as keeping the communication clear of the changes we're making.

    Many of the things you've shared are being worked on and we have separate ideas for these that I've listed below and welcome you to join and vote for each, if you'd like.

    Trying to get a better view of the placement of buttons that you mentioned - would this just be the Attach files option or is there another that you would like to see shifted above, too?

    • New invoicing - Add lines button
    • New Invoicing - Select default for 'Approve' Button e.g not 'Approve & Email
    • New Invoicing - Reduce number of steps and clicks
    • New Invoicing - Reduce the amount of empty space on screen

    Thanks for feeding back to us here, Mark. I want to assure you our product teams and leadership are very attentive to the feedback we've been receiving from customers on the new invoicing experience and we're committed to improving this.

    It helps for each of the points you've raised to be tracked separately so our teams can consider the votes as a factor when prioritising and planning development, as well as keeping the communication clear of the changes we're making.

    Many of the things you've shared are being worked on and we have separate ideas for these that I've listed below and welcome you to join and vote for each, if you'd like.

    Trying to get a better view of the placement of buttons that you mentioned - would this just be the Attach files option or is there another that you would like to see shifted above, too?

    • New… more

15. Projects - Description field when adding an Expense

    It would be useful if when manually adding an expense to a project, there could be a description box available as well as entering the expense name. We sometimes need to elaborate on those costs for the numerous people looking at that expense but there is no-where to put this information unless it's added to the expense name.

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16. Invoicing - Increase the Font Size

    Rows on invoices - On the new invoicing manually adding rows is cumbersome for a mechanic business suggest making more than 1 row on the invoice. I rarely have an invoice which is less than 6 rows.
    Font size- Font is very small and should be increased to at minimum 12pt.

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17. Reports - Add planned payment date direct from reports

    It would be really helpful if there was the option to add a planned payment date for all invoices listed on a particular aged creditors report. Having customised reports so that only invoices on particular job sites are listed, it then seems very inefficient to have to access 'bills to be paid' and manually, individually search each of the invoices listed on the report to schedule a payment date for them. Could this not be a function, whereby you can schedule them all for payment directly from the aged creditors report?

    3 votes

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    submitted  ·  0 comments  ·  Accounting features  ·  delete…  ·  Admin →
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18. Expenses - Export expense claim receipts

    Expense claims - Download all pdfs submitted by employees

    14 votes

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    submitted  ·  2 comments  ·  Business features  ·  delete…  ·  Admin →
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19. eInvoicing - Ability to use for non VAT registered businesses

    Massive oversight by Xero.
    E-Invoicing only available to VAT registered companies as you have to enter a VAT number. What about all the non-registered companies?
    Why can't you select that you aren't VAT registered and be able to benefit by E-Invoicing?

    8 votes

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    11 comments  ·  Business features  ·  delete…  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we appreciate interest from non-VAT registered businesses that would like to make use of the efficiencies eInvoicing brings.

    As the UK do not have a standard business number, this create complexity in being able to identify and register non-VAT registered businesses on the Peppol network.

    While this is an idea that we'd like to continue to gain interest from our community in, we want to be upfront we don't have any plans to support eInvoicing for non-VAT registered businesses in the near term.

    We're actively advocating for this with the UK Government as part of their recent e-Invoicing consultation.

20. Custom Reports - Include Balance sheet accounts to report movements

    Hey - when making a custom report it would be really useful to be able to show the movement in balance sheet codes. For example, when preparing our month end summary we can't bring in the capitalised wages cost automatically because it brings in the cumulative balance, rather than the balance for the period. To be honest it's crazy to me that this doesn't exist, but would be great if it could!

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    2 votes

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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for submitting your idea on Xero Product Idea's, Ryan. We appreciate you taking your time to share changes that would be most meaningful to you.

    Being open, we don't have any current plans for changing the Custom report behaviour but we'll continue to track the interest through your idea here and will update if there is any changes to share.