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Payment services - Auto Calculate Credit Card Fee or online payment fee and show on Invoice
To make the credit card fee or online payment fee visible in the invoice.
Purpose: Vendor/customer will be able to see how much exactly they’re being charged.
34 votesThanks everyone, we understand the interest for being able to pass on credit card and payment service fees to your customers.
Atm, as some of you have noted - if you're using or set up Stripe as a payment service for your organisation you'll have the ability to pass processing fees onto your customers. This'll be included in the Invoice total when the customer clicks on the Pay now button in your invoice - you can read up on and follow steps on this here.
- You can also use an advanced invoice template to show this on the invoice to your customer.
Outside this service, while not automated there are ways to represent and pass on fees to your customers;
- Add detail to your invoice payment terms so this is clear to your customer
- If there is a default fee that'd be charged you might like to set this up as an untracked item in Xero, that you can easily select and add as a line to your invoice, or
- Edit the invoice to add the charge as a new line once the payment method has been confirmed with your customer
We know this doesn't automate and solve the idea if you're using another payment service at present, and to be upfront this isn't something we have development plans for right now, but we'll continue to keep eyes on the support here and communicate any advancements for this in the future.
Thanks everyone, we understand the interest for being able to pass on credit card and payment service fees to your customers.
Atm, as some of you have noted - if you're using or set up Stripe as a payment service for your organisation you'll have the ability to pass processing fees onto your customers. This'll be included in the Invoice total when the customer clicks on the Pay now button in your invoice - you can read up on and follow steps on this here.
- You can also use an advanced invoice template to show this on the invoice to your customer.
Outside this service, while not automated there are ways to represent and pass on fees to your customers;
- Add detail to your invoice payment terms so this is clear to your customer
- If there is a default fee that'd be charged you might like to set this up…
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Reporting - Calculate COGS for Untracked Inventory items: Opening Stock + Purchases - Closing Stock
To make the profit and loss report calculation is based on Cost of Goods Sold = Opening Stock + Purchases - Closing Stock.
Purpose: To get the figures easily in P&L report by deducting the closing stock from purchases.
14 votesHi community, in the way untracked inventory in Xero works it isn't possible to automatically calculate cost of goods sold for a period in your reports.
There is a way to go about this yourself through entering Manual Journals to account for the Cost of Goods sold, and adjusting the value of inventory on your Balance Sheet.
You'll want to enter your Conversion Balances into an account that has a Current Asset type rather than an inventory type (Inventory type is reserved for use with tracked inventory in Xero and can't be coded to on manual journals).
To avoid potential taxation and reporting issues - We highly recommend contacting your accountant to check whether this is suitable for your business, or if you need additional clarification on what journals to enter. -
Files - Control/edit the name of PDF files sent from Xero
Ability to edit the PDF name when sending PDF attachment from Xero.
Purpose: Users’ can name their attachment with their business name.
74 votesHi everyone, appreciate and why you'd like to rename files. Our teams are aware of the interest in this and will consider for future enhancements, however we want to upfront that there are no immediate plans just yet. If there is any progress around this we will be sure to share with you on the idea, here.
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Expense claims - Recurring expenses
Ability to create recurring expenses in expense claims area in Xero.
Purpose: To save users’ time from entering their regular expenses in Xero manually.
54 votesThanks for the detail and support shared for this idea, everyone. We understand how recurring expenses would enable efficiencies when you frequently have expenses of a similar nature (like subscriptions). Currently there is work needed within expenses to enable us to develop future capabilities. We're keen to continue tracking the interest in this through the idea here, and as soon as we're in a better position to be able to dive deeper this work we'll share any progress with you all here. So, while not in the plans at present, please keep sharing detail of your needs and supporting in the idea here.
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Navigation - More keyboard shortcuts in Xero
Creating more Keyboard shortcuts in Xero.
Purpose: Save time and create efficiencies.
47 votesHi community, as many will have seen in our updates about new invoicing we’ve been releasing many improvements to the new experience including keyboard shortcuts that will also interest many in the idea here.
At the end of 2024, we made an update so all date entry shortcuts will now also work within new invoicing. Along with this and listening closely to our customers feedback, we’ve most recently delivered some new keyboard shortcuts specifically for new invoicing. These shortcuts help users quickly perform common actions while invoicing to save the need of using your mouse and clicking around. Shortcuts include things like; different options when Approving or updating your invoice, being able to Preview, or Print your invoice, through to sending your invoice to a customer. You can view the full list of shortcuts that can be used in Windows and Mac, as well as all other shortcuts available across Xero, here.
Hi community, as many will have seen in our updates about new invoicing we’ve been releasing many improvements to the new experience including keyboard shortcuts that will also interest many in the idea here.
At the end of 2024, we made an update so all date entry shortcuts will now also work within new invoicing. Along with this and listening closely to our customers feedback, we’ve most recently delivered some new keyboard shortcuts specifically for new invoicing. These shortcuts help users quickly perform common actions while invoicing to save the need of using your mouse and clicking around. Shortcuts include things like; different options when Approving or updating your invoice, being able to Preview, or Print your invoice, through to sending your invoice to a customer. You can view the full list of shortcuts that can be used in Windows and Mac, as well as all other shortcuts available across…
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Organisation settings - Remember my settings preferences in Xero
Ability to save and remember users’ settings in Xero (e.g. view of chart of accounts).
Purpose: Each users’ in Xero org have their own settings preference, and by enabling this feature, it’ll improve their workflow.
27 votesHi team, while not relevant to all areas of Xero atm. As we continue to develop the product you'll find there are many places where teams are beginning to add improvements to behaviours such as Xero remembering your last selection.
For example, in the Products and Services page(Inventory items) if you make a change to the number of items shown, and navigate away from the page when you return this selection is remembered. A couple of exceptions to this is when you change browsers, or if you're using incognito mode or a private browsing page.
We appreciate there are more places across Xero you'd like to see these behaviours and we'll keep you updated of more improvements here.
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Dashboard - Watchlist for Tracking categories
Ability to see tracking watchlist on the Xero dashboard.
Purpose: To save users’ time from clicking and going through multiple pages.
18 votesHi everyone, unfortunately while we started work that would impact this feature, this has had to be put on the back burner for now with a few other pieces of work taking priority. We'll shift back to submitted for now and be sure to update you of any movement surrounding the idea, here.
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Profit and Loss - appropriation report
Ability to generate Profit and Loss appropriation reports in Xero.
Purpose: Users can see figures of profit for a year, income tax expense, dividends paid, retained earnings from prior year.
16 votesHi everyone, currently there is an appropriation statement available to Partners in report templates for Australia. Being open we don't have plans to add this at the client level. However, you an create your own with the Blank report. You could add a schedule and pull in the appropriate accounts.
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Batch payment | Pay with Wise - Group supplier payments into single total amount
Currently, when we use Pay With Wise, each bill is paid as a separate payment from Wise to the supplier. This is not the expected way, as suppliers prefer to have one payment per month which bundles all pending receivables from us. This mimics how payment batch files work.
Please improve Pay with Wise so that multiple bills for the same supplier are sent as one bank payment.
0 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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