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4594 results found
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GoCardless - GoCardless as a Bank Feed
As the old 'GoCardless for Xero' integration is no longer being developed.
And the new 'GCiX' GoCardless as a payment service integration is even less functional.
Stripe, Paypal, Tyro and eWay all have bank feeds.
We need a functional bank feed for GoCardless.
32 votes -
When in the Files Inbox, we need to be able to highlight multiple files by holding the shift key. (This works in batch payments already)
When in the Files Inbox, we need to be able to highlight multiple files by holding the shift key. (This works in other areas of xero already, like batch payments)
2 votes -
AU Payroll - Increase Size of Drop down within a Payrun when changing between employees
When going to Payroll -> Pay Employees -> (inside your payrun) -> (Inside an employee's pay)
There is an option to drop down the list of employees included in the pay-run to change between. Could this be made much bigger please.Same goes for teh Drop-Down in the Employee Setting Pay-Template tab
2 votes -
Customer statements - Print in Landscape
Can we have an option to print to pdf statements in landscape as well as portrait?
for example the screen in xero when I look at the statement shows the invoice reference in full but when you download this to PDF the reference gets shortened. This is an issue when the reference is a PO number and then you don't see all the PO number on the PDF version, for some customers they will not accept the PDF statement because of this7 votes -
Bills - Show Account Numbers on PDF bill
Printing Bills in Xero do not show GL Account numbers, This is frustrating when you have larger Bills you would like to use as a template for GL codes
1 vote -
MTD VAT - Show MTD VAT reports after downgrade to Ledger plan
Historical MTD VAT reports can't be seen after subscription downgrade!
We have just realised that we have lost access to a client's MTD VAT reports after their Xero subscription was downgraded to ledger after de-registering for VAT and becoming dormant. We can see all their pre 2019 VAT reports under "Filed with HMRC" or "Published" but there is nowhere to view the subsequent MTD returns and the detail behind them. Not great when you are preparing a final set of accounts prior to dormancy.
These reports may well be needed in future in the case of a VAT inspection or preparation of accounts and are part of the bookkeeping process so should be available after a downgrade when VAT capability is no longer required. Clearly we will now have to remember to export them prior to a downgrade but this is all additional work and surely shouldn't be necessary in a cloud system with an ongoing subscription. Please would you look into this!
Historical MTD VAT reports can't be seen after subscription downgrade!
We have just realised that we have lost access to a client's MTD VAT reports after their Xero subscription was downgraded to ledger after de-registering for VAT and becoming dormant. We can see all their pre 2019 VAT reports under "Filed with HMRC" or "Published" but there is nowhere to view the subsequent MTD returns and the detail behind them. Not great when you are preparing a final set of accounts prior to dormancy.
These reports may well be needed in future in the case of a VAT inspection or…
2 votes -
Credit control- Add 'Days Overdue' to Contacts
Restore the ability to see the total number of days an invoice is overdue from the client contact page for credit control. It used to say 125 days overdue in red - that has gone so it is now not as easy to decide how firm to be when emailing a client to chase a late invoice. Those days overdue on an email heading get attention fast.
83 votes -
New invoicing - Remove split screen when sending
The split screen when sending an invoice makes everything cluttered. I already approved the invoice, I dont need to see it as I add an Email address
4 votesSorry to hear you don't like this feature, Richard. We've heard from others that this helps them get a better picture of what their invoices will look like when sending to a customer and enables them to make changes on the fly without having to preview or send a copy to themselves first.
Appreciate it might not be everyone's cup of tea and while we don't have any plans for removing this atm, we'll get a sense of the interest through the idea here.
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New Invoicing | Copy to - Purchase order
When a selecting the new invoicing platform, you lose certain functions.
The first function that has been lost is the ability to copy invoice data to a purchase order - this feature needs to added to the new platform as some business use this to purchase items that have been sold from a supplier and makes sure there are no errors.
The second function is when invoicing from Project the time entered for that project is no longer being allocated to an invoice and showing in the project as not invoiced, this will cause doubling up on billing.161 votesHi everyone, we appreciate your continued input and feedback on this feature here. Being able to copy to purchase orders and bills is something our team are monitoring feedback of closely and very much across the this idea, however there are a few other priority pieces of work that are currently of focus.
Right now, it is still possible to copy an invoice to a purchase order or bill from the list views(Draft, Awaiting approval, Awaiting Payment or Paid tabs). You'll find you can select the invoice/s and click 'Copy to...' - You can find out more detail and ways of doing things within new invoicing through our guide on Xero Central.
We'll keep you in the know here of any progress or updates for this feature.
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VAT - Support multiple VAT accounts for control and suspense
Can the VAT account be split into two, a method that Sage utilises?
A vat control account and a VAT suspense account.
The VAT suspense account will show the balance of the Dr or Cr of vat payable or owing from transactions included in the VAT return, this is where the Vat payments to/from HMRC are posted.
The VAT control account shows the balance of transactions where input/output VAT has been realised from invoices raised/received, but are not yet included in the VAT return typically because the the company is operating the VAT cash scheme.
These two accounts could be triggered when the VAT cash scheme is selected in the financial settings, and remain the same as it is now with the one VAT account when the accrual scheme is selected.
Can the VAT account be split into two, a method that Sage utilises?
A vat control account and a VAT suspense account.
The VAT suspense account will show the balance of the Dr or Cr of vat payable or owing from transactions included in the VAT return, this is where the Vat payments to/from HMRC are posted.
The VAT control account shows the balance of transactions where input/output VAT has been realised from invoices raised/received, but are not yet included in the VAT return typically because the the company is operating the VAT cash scheme.
These two accounts could be…
2 votesHi Robert, being upfront this isn't something we have any intentions of changing in the near term. We will continue to track interest in your idea here for the time being but would be quite a fundamental change to the way tax works in Xero.
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Projects - See a list of spend money transactions not allocated to a project
It is possible to see a list of bills not assigned to a project.
However, I would like to be able to see a list of all transactions not assigned to a project including spend money and receive money.
4 votes -
CIS - Amend CIS returns before submitting
It would be very useful to be able to amend CIS returns on Xero before final submission (as it is possible with VAT returns).
1 vote -
Employment Agreements Templates
A service that has available NZ compliant employment agreement templates. Advice to ensure the correct template is used per role.
1 vote -
Show Contact Details on Customer Activity Page
I would like to be able to see the "Contact Details" as a little box on the left side of the Customer Activity Page. See my example attached.
I use the 'contact details: notes' section to add notes about some of our jobs, because the History/Notes section is useless. I would like to see the ability to move the customer tabs around and display what we want to see on the activity page.
Not every single one of my customers has an additional note, so I don't always remember to click over and double check it. I want to be able to see those notes right beside all of their invoices.
I would like to be able to see the "Contact Details" as a little box on the left side of the Customer Activity Page. See my example attached.
I use the 'contact details: notes' section to add notes about some of our jobs, because the History/Notes section is useless. I would like to see the ability to move the customer tabs around and display what we want to see on the activity page.
Not every single one of my customers has an additional note, so I don't always remember to click over and double check it. I want to be…
2 votes -
projects
Title: Add the ability to allocate tasks under major project categories (e.g., Direct, Indirect) and create sub-tasks in Xero Projects for better project summary management
Description: Currently, in Xero Projects, there is no option to allocate tasks under broader categories (such as Direct, Indirect) or create sub-tasks within a project. This limits the ability to organize and simplify project summaries, especially for larger projects with multiple facets.
A more efficient way to manage complex projects would be to:
Allocate tasks under major project categories like "Direct" (e.g., Manufacturing, Certification & Testing), "Indirect" (e.g., Design, Development), and Other" (e.g., Client Engagement, Trade Shows).
Enable sub-task creation within each major task, so teams can break down larger tasks into smaller, more manageable components.
This would allow for a more organized structure within the projects, making it easier to generate a comprehensive project summary and track progress across different task categories. The ability to view task allocations based on categories such as "Direct" or "Indirect" would simplify reporting and improve overall project management.
Benefits:
Better organization by categorizing tasks under overarching project themes (Direct, Indirect, etc.).
Improved task breakdown with sub-tasks, leading to better project tracking and reporting.
Simplified project summaries for large, complex projects.Enhanced flexibility in reporting, which allows teams to easily focus on specific categories of work.
This feature would enhance Xero Projects’ usability, especially for businesses managing large-scale projects with diverse components.
Title: Add the ability to allocate tasks under major project categories (e.g., Direct, Indirect) and create sub-tasks in Xero Projects for better project summary management
Description: Currently, in Xero Projects, there is no option to allocate tasks under broader categories (such as Direct, Indirect) or create sub-tasks within a project. This limits the ability to organize and simplify project summaries, especially for larger projects with multiple facets.
A more efficient way to manage complex projects would be to:
Allocate tasks under major project categories like "Direct" (e.g., Manufacturing, Certification & Testing), "Indirect" (e.g., Design, Development), and Other" (e.g., Client Engagement,…
2 votes -
New invoicing - Option to Approve and Copy Invoice
It would be amazing to have an option on the approve drop down to be approve and copy!
6 votes -
Reporting - Custom Complex Formulas
Ability to create custom formulas in reporting, specifically to be able to (+) some accounts and (-) others. Support referred to this as custom complex formulas, but it is a simple formula. We just need to be able to customize them.
8 votes -
New invoicing - Move approve to bottom of screen
Not a new idea but your support tells me to post it here.
Can we please have the green approve button at the bottom of an invoice back?
Green = go
At the bottom because that is where the eyes rest after checking
NOT combined with emailing or anything else as they are different processes done by different people.
So the new idea is basically to revert this back to how this worked in the old invoicing which had it right on all accounts (intuitive, neat, procedurally correct and efficient).3 votes -
Purchase Orders - Option to part-receive
Receiving part orders. No "back order" capability. So what is the point of using purchase orders when you can't change to a "Bill" if only part of the order has been sent/received?
72 votes -
Projects - Show outstanding invoice balance under "Quotes & Invoices"
On projects under "quotes & invoices" it would be great if it showed the remaining balance of the invoice. I send 4-5 invoices per project and sometimes clients pay a random lump sum and i write it off against the invoices but that can lead to an invoice being part paid and being able to see which invoices have been paid or have a remaining balance under that view would be beneficial instead of having to get out of projects and searching the invoice under the invoice tab.
2 votes
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