4843 results found
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Missing Setting options approved and awaiting approval
The two-way communication between Xero and integrated software/apps needs to have at least some settings options – currently, there are none. At this point, it’s either connect or disconnect. The way Xero and the integrated software communicate is based solely on what they envision businesses using Xero would like as features, with a strong focus on streamlining processes. To make things as simple as possible, all invoices and costs added to Fergus (and many other project management apps) just go straight into Approved.
When staff members, contractors, or anyone with access to the software/app can add costs to ongoing 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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Bank Feed - Apple Card
I would love a bank feed (ideally a direct feed) that supported Apple Card. A number of other financial programs support it - Xero should too!
1 voteThanks for sharing, Peter.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero. 😊
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Contacts - Ability to select a person instead of company name for all instances of use
In nearly every other business program, a Contact refers to a person and not the business name. The person should be the primary entry entered for contact information, and the business name is an attribute to that person, not the person an attribute to the business as it is currently set up in Xero. We often have to change the specific person (or entity like Accounts Payable) who a quote or invoice or other document needs to go to, and the only way to do that currently is to change the primary person under the business name each time we…
2 votesHi Joshua, we're grateful for your engagement and letting us know the changes that matter to you.
Our Community have reviewed your idea and now it can gain support from other community members.
Along with votes, others can now comment to share additional detail about how your idea could improve their experience with Xero.
We've also found a similar idea that relates to invoicing, so we've added your vote there too.
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Bill Payments | Crezco - buy batches of bill payment fees
The highest Xero subscription allows you to make 10 bill payments through Crezco and then you pay a fee per bill. This is a pain, as I now have to approve each 24p fee.
Please can I buy Crezco payments upfront?2 votesHi everyone, we’ve seen some good chatter around buying Crezco bill payment fees in batches. For those handling a high volume of transactions, being able to buy fees in bulk would make this process quicker and smoother.
At the moment, Xero doesn’t support batch purchases for bill payment fees, but this idea is now in Gaining Support.
If this sounds like something that would help your workflow, please add your vote or share your thoughts. The more feedback we get, the better we can show the product team how important this is.
We’ll keep you updated here as we learn more.
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UK Payroll - Allow Employment Allowance to be tracked by a Category
UK Payroll - ability to assign employment allowance to a tracking category to save doing a manual journal for this
4 votesThanks for sharing your idea and highlighting the changes that matter most to you!
We've reviewed your suggestion, and it's now open for the community to review and support. Please share your idea with any colleagues who might benefit so they can add their vote!
In addition to voting, other members can now comment to share more detail on how your idea could improve their experience with Xero.
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Billable Expenses - Assigning items to customers, make clicking "OK" act like the "Assign" button
I regularly forget to click "assign" before "OK" when assigning a customer to a billable expense. In the attached screenshot, I've identified an expense, found the customer, and the line item is ticked. It's infuriating to have to remember to click "Assign" before "OK", when the rest of the interface is telling me that everything is all set and saved. While I try to remember to press the wretched "Assign" button first, could you please change the default so that clicking "OK" has the effect of clicking "Assign" automatically? There shouldn't be a separate "Assign" button.
4 votes -
Invoice - Recurring invoice reference for a contact
When a new invoice is created, have the reference number auto fill from saved data. Just like you can save what sales account and tax to use for a contact. I have customers that give me a blanket PO for the year and I use it on every invoice I create for them.
5 votesAppreciate the feedback here team. We'll track the interest for this here, however not something we have direct plans of right now.
Perhaps, right now the Contact Account Number could be used for this?
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Email - Ability to cc and bcc sent emails
Ability to cc and bcc when sending emails from xero.
This would be very useful as we have many clients that like to have various other people copied in.
78 votesHi community, we value your engagement in product ideas here. As you may have seen we've recently rolled out a new send experience in new invoicing.
With this new side-by-side view you'll find you can also CC and BCC other emails 🎉
While this feature is contained to new invoicing atm, we'll look at applying a similar experience to other areas of Xero that you can send from in the future, so we'll keep you updated of any further developments for this here. Thanks!
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Profit & Loss - customise comparison dates
Customise comparison dates
When running a P&L or any other report with comparison data, it would be handy to be able to customise the date range of the comparison data. Some reports have an option of custom date range, but it's greyed out.
2 votesWe understand that customising comparison dates in the Profit & Loss report would give you more control over how you view and analyse business performance, especially when you're working with non-standard reporting periods.
Currently in Xero, if you run the P&L for a custom date range (e.g. 1 Jan 2025 to 27 Jan 2025), you can compare that period with the previous:
- Year – shows 1 Jan 2024 to 27 Jan 2024
- Quarter – shows 1 Oct 2024 to 27 Oct 2024
- Custom – automatically sets the comparison period to the same length (in this case, 27 days) immediately before your selected range, so it would show 5 Dec 2024 to 31 Dec 2024
This idea’s now in Gaining Support. If this would be helpful for your workflow, feel free to add a vote or comment to share how you’d use it. Your input helps the team better understand what…
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New invoicing copy and merge
In old invoicing, when you used Copy and Merge into a new invoice, it kept each of the original invoice's items together in order, including the first line description. In the new Invoicing, it groups together all of the like items from each invoice which is incorrect. This needs to be addressed.
9 votesHi Lisa, it'd be good to get a closer look at some of the invoices you've copied and merged from and to, so we can get a better look at what's going on for you here.
I've just tested creating invoices with Copy and merge from the list view using the same inventory items, however these are created as separate lines on the new draft invoice.
If you can raise a case with our team of specialists through the Contact Xero Support option at the bottom of this page, they can get more detail to investigate and confirm.
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Contacts - View balance of outstanding amount in multi currency
I would like to have having ability to quickly see the outstanding amount in the currency it was originally invoiced (like USD or EUR) directly from contacts dashboard, without having to navigate through detailed reports and apply multiple filters. This would save a lot of time.
5 votesHi Gita, we're grateful for your engagement and for letting us know the changes that matter to you.
We understand that having this 'at-a-glance' view directly on the contacts dashboard would save time and make managing multi-currency accounts more efficient.
Your idea is currently gaining support from other community members. Along with votes, others can comment to share additional detail about how your idea could improve their experience with Xero.
We'll keep an eye on the support for this idea here.
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Payroll Activity Detail Report (AU & NZ) - Definition of employees in the report
The new Payroll Activity Detail Report is very hard to read when there is more than a couple of employees.
I understand that the new report format has been designed to reflect the other updated reports in Xero. However, so that it is more user-friendly, can we have:
1 - A blank line between each employee so that it is easier to see quickly where one employee's details cease and the next employee's details start.
2 - Highlight the employee name by shading that line, again to make it easy to see where each employee starts on the report.Are…
31 votes -
MTD for Income Tax (Employed Income)
As well as my self-employment, I received income through Employment that currently I cannot declare through Xero's MTD for Income Tax implementation, and therefore I cannot use Xero for filing. The addition of allowing me to declare income through Employment via Xero would allow me and others like me to do so.
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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Aged Receivables report with banking details for import to Netcash to create a debit batch
A Custom Aged Receivables report that can be generated with additional fields selected (banking details as per attached Netcash Template) for import to Netcash to create a debit batch. Xero will then also have to make provision for to the banking details fields on the contact's account as required by Netcash.
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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AP invoice upload
You have today added a great new feature - the ability to upload Accounts Payable invoices to generate the Draft transaction.
Can I suggest that you have a look at the options available after the invoice has been approved, to then quickly navigate back to the Draft Bills.
This is because it's likely that we upload in batches then approve, however to navigate back to Draft to pick up the next invoice takes quite a few steps!
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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Warn when a customer has a credit when batch approving invoices
Xero does not alert you if a customer has a credit that could be applied during batch approval of invoices.
We batch approve and batch email all our invoices; it it is frustrating that we are sending out invoices without credits being applied.
Surely this would be easy to implement?
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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New invoicing - Set default for 'save'
When invoicing, i usually do in large batches. The save and close function should be second, with save and add another first. Or have the option to edit so it comes first for me?
23 votesHi community, we've recently released shortcuts in new invoicing that cut down the number of mouse clicks and help you perform actions on your invoice with the use of your keyboard.
We've added small prompts to highlight these shortcut combinations in product, and if you’d like to view the full list of options you can view them all on Xero Central.
While save options were explored as part of this work, the only keyboard shortcut right now is Save & close (Alt-Shift-C).
Another option you may want to test for yourself is the '/i' keyboard shortcut. As new invoicing has auto save when you're ready to add another invoice, you could simply type '/i' on your screen. This will open the global search in the blue header with options to go to All invoice, or Create new invoice which you could either click or use Tab to select.
I…
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partner organisations
When we receive communication from Xero regarding a case query, it is necessary to log into Xero again to read the answer
This is time consuming and annoying- would love a fix for this.
Is there a way to view the answer and perhaps log in when we are ready to respond?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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New invoicing - View in files library when uploading and option to return to library
In New Invoicing, I need the ability to view the files in the file library prior to attaching them to an invoice, as I can do in Classic Invoicing. This is because when received into the file library, the files aren't always in the same order as they were scanned. I tried attaching a file using New Invoicing and it wasn't the right file and, because I couldn't return the file to the file library, I had to rescan the document back into the file library. Without the ability to view files prior to attaching them to the invoice, users…
29 votes -
New Invoicing - Add Total at Top
Add a total invoice amount at the top of the screen like the old invoicing format. It's a pain to open an invoice and have to scroll all the way to the bottom to find the total amount of the invoice, especially if it's a long invoice. The old invoice format shows the invoice total at the top of screen
8 votesWhile we don't have any direct plans for adding a total back at the top of the invoice, it'd be good to get a sense of the interest if this is important to others in community here, too.
Though I appreciate it's not a solve for the idea. To help speed up getting to the bottom of the page on those lengthier invoices, Julie you may find using the 'end' button on your keyboard helpful 🙂
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