4794 results found
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Global Search - Enter terms/phrases and show similar results (not just exact matches)
Update the search box to allow for search phrases to rank within the search box...not just exact matches. it's not particularly beneficial for a search query to result ONLY the exact match if you're searching for a match and probably don't know the exact phrase for a contact/business/customer.
For example,
"Jack Jones" produces no results when the contact is actually "John Jones".
Searching "Jack Jones" should produce a result with all contacts that include either "jack" or "jones". Producing no results is not an accurate representation of the total database.
7 votes -
NZ Payroll - Ability to only split payments on salaries
As some employees split payments between multiple bank accounts when they're paid, it would be good to have an option where this only happens when processing a salary payment, not reimbursing expenses. Had one where there were only expense reimbursements done (no salary/PAYE etc.) but the payment was still split and majority went to IRD. Perhaps a checkbox when entering the second bank account in that says "only split on taxed earnings" or something like that to avoid having to go and delete then re-add the additional account every time.
2 votes -
when creating bills & uploaded invoices receipts via app need to show on the desktop in account transaction screen
when reconciling & uploading attached invoices/ receipts via app they don't show on xero desktop application in accounts transaction screen. It currently shows items as reconciled but with no uploaded documents icon.
1 vote -
History & Notes - Enhance visibility of notes
Suggestion for Enhancing Note Visibility in Xero
When writing notes for any invoice, bill, or manual journal in Xero, the notes are typically placed in the History column. However, this makes them less visible to someone new who might review these documents. If these notes could be added as sticky notes at the top corners of the page, they would be more prominent and could help avoid potential mistakes caused by missing information. Additionally, creating an alert for anyone new accessing these documents would ensure they are aware of important notes. Highlighting these notes could further enhance visibility and capture…
2 votes -
Allow bulk delete of Personally Identifiable Information (PII) from contacts after 6-7 years to maintain GDPR compliance
The EU's GDPR states that data must not be retained "longer than necessary". In the UK, a sensible rule of thumb for this is 6 years to be able to provide records to the tax authority as needed, but our business does not need to keep records longer than this and our data retention policy states to customers that we will not keep their data longer than 7 years.
We have tens of thousands of "contact" records in xero but there is no way to delete the details of customers that have not interacted with us 7 years.
Xero should…
2 votes -
Swap primary and secondary bank accounts for employees
I have an employee with two bank accounts - Bank Account 2 currently has a dollar amount going to it, and Primary Bank Account has the balance. The employee would like to swap which one is getting the dollar amount and which the balance. I'd like to do this with a button.
Instead I have to do it manually, copying and pasting field by field.
2 votes -
Shopify - Connect 2 stores to one Xero Organisation
We have 2 Shopify stores, one for our wholesale customers and one for consumers, however, unfortunately, we cannot connect both to Xero, which is extremely annoying and causes a lot of work for us behind the scenes. Connecting both will mean a more streamlined experience and make our Xero world much easier.
2 votes -
UK Payroll - Integrate Xero Payroll with NHS Pension Scheme
Integrate Xero Payroll with NHS Pension Scheme.
It will be really helpful if you have integration with NHS Pension Scheme. This may also help many GP Practices and NHS organisation use the software for both Accounting and Payroll
6 votes -
CA - Full Payroll
I suggest that Xero should consider adding a payroll feature specifically tailored to the Canadian market. By incorporating this functionality, Xero can effectively compete with other software solutions that already offer payroll services in Canada. This would not only enhance the completeness of the software but also attract more Canadian businesses looking for a comprehensive accounting solution tailored to their specific needs.
2 votes -
New invoicing - More Address Lines when adding contact details
When sending an invoice to a new customer using the new invoicing you can only add one address line before the Town/City field. With the old invoicing you could add multiple address lines before the Town/City field (as you can also do with their Contact page and clicking edit).
With new invoicing this is difficult. Every time you need to add an address to a new invoice going to a new contact within the invoice screen then you only have one address line above the town/city field.
To add more address lines above the town/city field you need to amend…6 votesAppreciate the need in being able to add these extra address details in when entering your invoices. Thanks for sharing with us here.
We have work underway that'll enhance the detail that can be added in the contact card when using new invoicing and will be providing more lines to enter your contacts address details. I'll return to let you know once this is released.
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Add pay element nominal codes to employees records rather than at Company level to allow easier analysis and posting of payroll journal
As we don't have the ability to turn off automatic posting of payroll, can you add nominal codes for ER NI & ER Pension, other analysis fields to employees records rather than at Company level to allow easier analysis and posting of payroll journal.
There is a field on the employee record to enter the nominal code for their wages cost so why can't there be more fields for different codes?1 vote -
User access - Different access levels for Payroll Admin users
I would like the option of creating separate pay runs and allowing certain individuals access to each. This would help when doing management and senior staff payroll so payroll admin can't access the information of the senior management team. I think the access rights in Xero need to be a bit more flexible as it seems an all or nothing system at the moment. Other accounting packages do have more flexibility with access rights and I think this lets Xero down.
13 votes -
Invoicing - Increase the character limit for terms on quotes using Standard-type branding themes
Increase the character limit for invoice and quote terms for the standard invoice template.
Currently the limit is 1000 characters and that is not enough. Please please look into this! It is so important to be able to have terms in the body of the invoice and very useful to be able to use the terms section for this.18 votes -
Super Accruals Report to include TFN and Addresses
Recently did the super and needed to add the TFN of each and every individual employee manually into the file.
If it's a required field for the clearing house file then it should be included in the super accruals report - obviously.
3 votes -
Reporting - Add a Forecast in addition to a Budget, and include in Profit & Loss
Ability to insert forecasted figures into Xero and run a forecast report alongside the budget report. We get to half year and assess how on track we are with budget and more often than not it makes sense to adjust the forecast numbers for the remainder of the period but not lose sight of what the budget was in the first place.
If we're able to run a report with actuals for YTD and forecast for the remainder of the period it would be hugely helpful27 votes -
Hyperlinks
We would like to be able to share hyperlinks of transactions (any, bill, invoice...) to other people.
1 voteThanks for your response, Elsa. If the user has access to the organisation you could share the browser URL of the invoice or bill you're on. This contains a transactions ID. The user would need to be logged into Xero and then when they go to that link it'd open that invoice.
I guess the second part of your idea here when you mention the hyperlink - Is there somewhere specific or a method you're using that you'd want to share the link?
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Invoice Template - Associate files to a specific template that are included with invoice raised
Can you please add a function for adding and associated file to invoice setting in order that it automatically associates to every invoiced raised using a standard template
1 vote -
Tracking incoming money in Projects
It would be helpful when tracking projects to be able to assign "received money" to the project to be able to track the project financials accurately.
Currently there is no option when receiving money to allocate it to a project, unless it is an invoice.3 votes -
Contact report / export - Including credit limits and terms
Report listing all customers including contact details, credit terms and credit limits
95 votesHi everyone, while there isn't a report that you can report 'terms' atm, you could run the Aged Receivables Summary report that'll provide all the other detail you're asking here.
From Columns in the report you'll see the option to include Credit Limit as well as many of the contact details such as Email and Phone. If this is a report you'd want to access frequently, save it as Custom and maybe even favourite the report so you can easily access it.
When you mention wanting to include 'terms' it'd be good to get more detail of your expectations in this would this be the terms and conditions of the theme applied to invoices for that contact, or perhaps billing information that you may have saved in notes for the contact? Thanks
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AU Payroll - Superannuation to create a Bill with a list of the employees paid
i would like to that when you have made a superannuation payment through Xero, that it creates a bill, with a screen shot or a list of employees that has been paid. will make it easier for when you have an audit.
2 votes
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