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4821 results found
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AU Payroll - Display name as standard across payslips/timesheets etc.
Currently the display name for payroll items doesn't extend to timesheets. So the employee sees the rate name. Really an employee should only see the display name and the rate name should be for/staff/admin/advisors. I would like to enter the default rate in the rate name as there is also no prompt in the employee file if you choose to use earnings rate to see what the rate is. You need to go back to payroll setting to check which is inefficient.
1 vote -
Increase bank account, Invoice and Bill transaction limits
A big request to please increase bank account, Invoice and Bill transaction limits per month (i.e. from 2/4k to 10k+ at least).
6 votesHi Kyle, it's necessary to have some limits in place to prevent performance issues, and I want to be open that we don't have any plans to increase these in the near term.
I'd recommend raising a case to connect with our Xero Support team where our specialists can get more detail from you to understand how you use Xero and possibly make suggestions so you can still achieve what you need using Xero.
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Dashboard - Add Business Snapshot widgets
add specific tiles to xero Dashboard from Business Snapshot.
I would like on my dashboard 3 main tiles
1. Revenue by month, 3 mths 6 and 12 months shown as options
2. Expenses the same
3. Financial Position this year by Rev, Expenses & Profit.
Is this doeable???4 votes -
JAX - Import Supplier Bills
I would like to be able to drag and drop supplier invoices as PDFs into the JAX chat window as attachments.
JAX should allow me to include additional prompts before processing the invoice.
For example, how to handle different situations such as shipping and taxes listed in the supplier invoice.
It would also be great if JAX could support currency conversion.
For example:
- Please import these bills and update the supplier contact details.
- Assume the bills are tax exclusive.
- Assume that the amounts on the invoice are MXN pesos and convert these to USD assuming the following USD exchange rate.
Once I submit the prompt including attachments, the draft bills should be created for me and automatically attach the supplier invoice PDF to the draft bill.
This would be a fantastic timesaver!
I would like to be able to drag and drop supplier invoices as PDFs into the JAX chat window as attachments.
JAX should allow me to include additional prompts before processing the invoice.
For example, how to handle different situations such as shipping and taxes listed in the supplier invoice.
It would also be great if JAX could support currency conversion.
For example:
- Please import these bills and update the supplier contact details.
- Assume the bills are tax exclusive.
- Assume that the amounts on the invoice are MXN pesos and convert these to USD assuming the following USD exchange rate.
…
2 votesAppreciate you separating out the different ideas you have for JAX on the site here, Mark. This has also been shared back with our team.
We'll begin to track the interest from the community in being able to use JAX to import supplier bills here.
In the meantime you may find the Upload feature in Bills handy for this sort of entry - however just to note it doesn't support currency conversion atm so will still require manually updating to reflect the correct currency.
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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…
3 votes -
Email template | Sales invoice - Ability to remove due date
My client does not want to show due date on the email template on a sales invoice that I send to them.
11 votes -
Bank Reconciliation - Check box for 'Pay by check'
Right now, checks must be written by going to the top of the page, choosing "Spend Money," choosing the bank account, and then checking the "Pay By Check" box on the page. I regularly enter transactions right on the back account page through the "Spend Money" and "Receive Money" button. It would be great if the "Spend Money" area on the account page could just include the "Pay By Check" box so we could avoid the extra steps.
1 vote -
Invoicing - Move Delete Button
Is it possible to move the delete button away from approve button in Sales Overview.
When approving invoices, have too be very careful with delete button right beside approve.Cheers
Gene5 votes -
Stripe - Improve ACH bank transfer to include current balances/overpayments
I am writing to bring your attention to some significant process issues related to payments on invoices that I've encountered after using the Stripe service for just one month with only two transactions. As a new user, I believe these issues warrant your immediate consideration to improve the service for all your customers.
ACH Payment Process Concerns
Overpayment IssuesOne of the main problems I've encountered is related to overpayments when using the ACH process to receive payments from our customers. The current system does not seem to account for outstanding balances beyond the single invoice being paid, which can lead to complications.
Example Scenario
Let me illustrate with an example:- A client is billed $250 monthly
- The payment link only allows for a $250 payment
- The client owes a total of $750 and wishes to pay the full amount
- When paying $750 through Stripe, only $250 is applied to the invoice
- The remaining $500 sits in the Stripe account, unallocated
This situation creates unnecessary complications and additional fees for both the business and the client.
Suggested Improvements
To address these issues and potentially save businesses significant amounts in fees, I propose the following enhancements:
- Include Current Balances: Display the current total balance owed within the invoice payment links, not just the single invoice amount.
- Allow Flexible Payment Amounts: Enable clients to pay any amount up to their total balance due, rather than limiting to a single invoice amount.
- Automatic Application of Funds: Develop a system to automatically apply excess payments to outstanding invoices in Xero, rather than leaving funds sitting in Stripe.
Current Workaround and Its Drawbacks
The current workaround involves creating a new invoice in Stripe to allocate the excess funds. However, this solution is far from ideal:
- It incurs additional fees (0.50% of the total amount)
- It results in duplicate invoicing (in both Xero and Stripe)
- It creates unnecessary administrative work
Impact on Businesses
This issue is likely affecting many of your clients, potentially costing them millions in unnecessary fees. It also creates inconvenience for both businesses and their customers, as they must now pay each individual invoice link separately to avoid these complications.
Call to Action
I strongly urge you to prioritize addressing this issue. Implementing a system that shows current total balances and allows for more flexible payment amounts would significantly improve the user experience and demonstrate that Xero is looking out for its clients' best interests.
In the meantime, I find myself in the unfortunate position of having to advise my clients to pay each individual invoice link separately, which is inconvenient and time-consuming for all parties involved.
Thank you for your attention to this matter. I look forward to seeing improvements in this area that will benefit all Xero users.
Sincerely,
Michael JosephI am writing to bring your attention to some significant process issues related to payments on invoices that I've encountered after using the Stripe service for just one month with only two transactions. As a new user, I believe these issues warrant your immediate consideration to improve the service for all your customers.
ACH Payment Process Concerns
Overpayment IssuesOne of the main problems I've encountered is related to overpayments when using the ACH process to receive payments from our customers. The current system does not seem to account for outstanding balances beyond the single invoice being paid, which can…
2 votes -
UK payroll - Back date directorship start date
Xero should deal with back dating a directorship
As an accountants it is not unusual to only have a touch point around the year end and the client prepares the payroll. And the addition of new directors can be missed by the staff preparing the payroll.
No HMRC guidance is that you can adjust in the next month if the directorship is in the same payroll year. Xero does not work in this scenario. You need to revert each pay run back to the start if the directorship and re run and submit and if there is a weekly pay run this is a significant job.Xero should deal with back dating a directorship
As an accountants it is not unusual to only have a touch point around the year end and the client prepares the payroll. And the addition of new directors can be missed by the staff preparing the payroll.
No HMRC guidance is that you can adjust in the next month if the directorship is in the same payroll year. Xero does not work in this scenario. You need to revert each pay run back to the start if the directorship and re run and submit and if there is a weekly pay…2 votes -
NZ Tax - Ability to calculate income tax for part year returns
Hi team
We need Xero to be able to calculate tax correctly on part year returns for clients in Xero tax. Even though the date fields are available in your returns to show a part year, the tax is still calculated for a full year so the assessment from IRD differs from the return prepared in XPM.
Currently the only option is to file via myIR which is really not good enough.
56 votesHi team, we appreciate the interest in being able to manage part year returns through Xero Tax for NZ. This isn't something we have in our plans at present.
I can assure you our team are aware of the interest on this idea and if there's any progress we'll let you know through the idea here.
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Tracked Inventory - Add Sales invoice number of COGS journal
When COGS posts via tracked stock on a sales invoice, record the sales invoice number the COGS value relates to in the nominal ledger. There is already a field for this, but Xero does not populate it.
2 votes -
Bank Feeds - Square bank feed integration
Please please please Xero can you work on a proper Square bank feed integration so we don't have to keep using Amaka or other 3rd party connection apps!!!
Why can't we connect Square as a bank account with a feed similar to Stripe?!?! We are in 2024, square has been around for 15years!!I have so many issues with Square! And it is one of the most widely used payment processors!
A recent example -
A client has a coffee van and uses it to take payments for cups of coffee. I had to setup the Amaka integration so that the sales come through as a daily sales invoice, then the fees come through as an expense. These come through as reconciled. Then the transfer comes into the bank account, we allocate it to the Square account and always have to go in and manually mark as reconciled in Square. This is not a huge drama, but now that I have talked the client into doing his invoicing out of Xero instead of square (he invoices businesses who book him for events) the invoices may be paid via Square and this doesn't convert to the Square Balance account automatically! The client has had to go in and manually mark them as paid. Did so to the bank account instead of the Square Balance account so i have had to undo them, and redo. I then need to apply a credit in the square balance account otherwise the sales are doubled up from the daily sales invoice from that day!Amaka is also a horrible add on. it use to be ok, but i have also had heaps of issues with the GST not coming through correctly and on a couple of clients who aren't even GST registered, i had it all set as BAS Excluded in the settings, then something changed and all of a sudden the sales were coming in as BAS excluded but still had GST added to the bottom of the invoice. So it wasn't as simple as just recoding them!
Long story short... GET A SQUARE BANKFEED!!!! (LIKE STRIPE)
Please please please Xero can you work on a proper Square bank feed integration so we don't have to keep using Amaka or other 3rd party connection apps!!!
Why can't we connect Square as a bank account with a feed similar to Stripe?!?! We are in 2024, square has been around for 15years!!I have so many issues with Square! And it is one of the most widely used payment processors!
A recent example -
A client has a coffee van and uses it to take payments for cups of coffee. I had to setup the Amaka integration so that…33 votesHi everyone, thanks for sharing your feedback on a direct bank feed for Square. We understand that using a third-party integration isn't always seamless and that a direct feed, like the one for Stripe, would make life easier when reconciling your payments.
As noted by others here, the current solution is to connect an app from the Xero App Store to bring your Square transactions into Xero, or you can continue to manually import these.
Right now, building a direct bank feed for Square isn’t in our plans. We're continuing to monitor the interest in this idea, so please keep adding your votes and comments as it helps us see the demand.
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Dashboard- Take a mobile Photo
Mobile - photo
When I quickly want to take a photo of a receipt using mobile, I have to go through several clicks from the Dashboard: Purchases | Files Inbox | Take Photo. Which is frustrating. Can't you put a button on the dashboard [Take photo]?4 votes -
New invoicing - "add last items" adds last PAID items
I'm invoicing for June, and I'm clicking "add last items" so that I can copy and paste the descriptions, and it added the items from the last paid invoice and not the last invoice - I know because the last invoice had line items for May, and it added the line items from April. The May invoice for the client I'm invoicing is still open but the April one is paid and closed.
I just want the thing to do what it says on the box.
(I'd also like for there to be fewer than 7 different font/size/colour in the text so it's readable instead of giving me migraines trying to look at things that aren't highlighted, but you can't have everything)
I'm invoicing for June, and I'm clicking "add last items" so that I can copy and paste the descriptions, and it added the items from the last paid invoice and not the last invoice - I know because the last invoice had line items for May, and it added the line items from April. The May invoice for the client I'm invoicing is still open but the April one is paid and closed.
I just want the thing to do what it says on the box.
(I'd also like for there to be fewer than 7 different font/size/colour in the…
9 votes -
Bills - Customisable payment receipt/remittance including bank payment details
Bill pdf – to have a print function to print a Payment Voucher for Bill created via a template which user can customize and must contain bank payment details
of supplier which is input in the Notes under supplier contact (see 1a above). This is to allow us to send the payment voucher manually to boss for boss to do the manual payment to supplier.
Boss needs the supplier invoice details and the supplier bank payment details in supplier masters (see 1a) as well as a footer of Prepared by; Approved by and Acknowledge receipt on the
Bill Payment Voucher print out. Boss does not want to use xero. See page 2 for sample of current Payment Voucher for Bill created sent to boss for manual payment.Bill pdf – to have a print function to print a Payment Voucher for Bill created via a template which user can customize and must contain bank payment details
of supplier which is input in the Notes under supplier contact (see 1a above). This is to allow us to send the payment voucher manually to boss for boss to do the manual payment to supplier.
Boss needs the supplier invoice details and the supplier bank payment details in supplier masters (see 1a) as well as a footer of Prepared by; Approved by and Acknowledge receipt on the
Bill Payment Voucher…5 votes -
New Invoicing | Contact details - ABN
New Invoicing - Show ABN details with Client details in the "To" section of the invoice. All other information is there for reference, excluding the ABN.
To view the ABN details, you need to leave the invoice screen and go to Contacts.7 votes -
Connection with Belgium (and other countries) tax authorities
We have 3 Belgian customers who are unable to used Xero as there is no connection with Belgium tax authorities, comparable with the HMRC in the UK for MTD VAT returns. If Xero truly want to be a global accounting solution, with Group structures having multiple geographical entities, they need to provide more global support/interaction to avoid clients moving away to alternative solutions.
3 votesWe'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.
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Credit Note - Option to 'Approve and email'
Currently when you create and apply a credit note to a sales invoice, as soon as you hit approve it'll take you back to the invoice, so I then have to click back into the credit note.
I'd like to have a dropdown option to approve & email the credit note to the customer if possible.1 vote -
Reporting - Adjust row height on Excel exports
When exporting reports to Excel they are coming in with very narrow row heights. By Default Excel will create a row height 4 points larger than the font. Eg: default font is 11 points and row height is 15 points. If I increase the point size, the row height increases.
My exported reports have the general data at 9 points but the row height is at 11 points - and I'm constantly having to modify my spreadsheets.
It appears that Xero believes that a 2 point difference between font size and row height gives enough white space to make the spreadsheets easy to read.
Can we please have at least 4 points difference between font and row height on exported reports.
When exporting reports to Excel they are coming in with very narrow row heights. By Default Excel will create a row height 4 points larger than the font. Eg: default font is 11 points and row height is 15 points. If I increase the point size, the row height increases.
My exported reports have the general data at 9 points but the row height is at 11 points - and I'm constantly having to modify my spreadsheets.
It appears that Xero believes that a 2 point difference between font size and row height gives enough white space to make the…
1 vote
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