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2294 results found
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UK Payroll - Add pay reference period calendar for Nest pension
Not sure about other pensions, but when using NEST, Xero doesn't currently link up how you would like it to.
Whether you pay staff monthly or weekly, you are bound to have a cut off date for calculating hours which is before the date you send payment to employees.
The info that gets shared when filing the pension records is the "payment date". This physical date falls under the following pay period meaning when the info is transferred to NEST it comes up as the wrong period.
For example:
(monthly pay) 24th Aug - 23rd Sep, with pay on…7 votes -
Reporting - Edit file name when exporting
Ability to change the file name when exporting reports
When exporting reports, it defaults to Company name_Report Name.pdf. We have a format of naming files in our business which does not match the default format. It would be simpler to be able to change the default file exporting system so that it more closely fits our standards, saving time. This could be added into the company settings. Options include: Report should say: Text [placeholder] Text [placeholder], and "include or exclude underscore".
Options for placeholders include date printed, company name, report name, etc.85 votes -
Invoicing - Add the Xero organisation name to the subject of emails sent from 'Ask a Question'
It would be super useful to add the xero organisation name to the subject line of emails sent from recipients of online invoices so firms with multiple xero organisations can see straight away, which xero organisation the contact belongs too, when they submit an email query via their online invoice link.
2 votes -
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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Report templates - Annual accounts templates up to do date and in line with legislation
The Trust - Annual Accounts Xero SPFR template for trusts > Notes to the Financial Statements > 1. Reporting Entity states "Legal or Trading Name is a trust established by a trust deed dated [insert field: trust deed date], and subject to the Trustees Act 1956." this is incorrect as the Trusts Act 2019 passed on 30 July 2019 has replaced the Trustee Act 1956. Xero have advised "While the team is aware the templates may need updating given current focus being on the expiration of old reports they do not have the capacity to give it a…
2 votesHi team, templates have now been updated to refer to the new legislation. Thanks for your contribution and sharing in product ideas, here.
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Invoice reminders - View emails sent to customer
On the contact activity it tells you when an invoice reminder was sent but what would be really useful from a contact relations POV would be to be able to click that interaction and view the email so that you could screenshot/resend it to a client who says they didn't receive it. For example I have one saying at the moment they never received the reminder but did the one after and the one before? Odd? Proving the amount, email it went to etc would be a useful "told you so" if you know what I mean.
37 votes -
Repeating invoice for a customer group
The ability to create a repeating invoice to a customer group
16 votes -
Quote - Copy Project through to Invoice created from a Projects quote
When creating an Invoice from a quote within Projects, the newly created invoice does not retain any connection to the Project that the quote is linked to. This is very annoying and time-consuming - as the only way to then link the Invoice to the Project is to manually select and assign every individual line item, one by one and map them against the project. Surely this is an easy fix to keep an Invoice linked to a project as the quote was? Why would you disassociate an invoice from a project that it directly relates to??
22 votes -
GST Return Layout - Ability to filter by date and GST Return Layout - Late Claim in a seperate tab
GST Return Layout - Ability to filter by date
GST Return Layout - Late Claim in a seperate tabThe New GST layout doesn't have a seperate tab for "Late Claims" meaning everytime I have to create a breakdown for a client I have to delete all the other transactions for income & expenses. I can see you can filter by "late claims" but we don't want to have to export and manipulate the data when sending the documents to clients.
Additionally when we do filter the dates don't filter by date because the format is 07-10-2025 instead of…1 voteThanks for raising this with us Claudine. If you're experiencing performance issues, or some thing isn't working as you'd expect it to, it's best looked into with a closer lens. Please raise a case with our Xero Support team on Xero Central and our specialists can investigate with you 1-1. Thanks!
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Dashboard - Add a quarter to date (QTD) column to the Accounts Watchlist
Please can a QTD column be added on the Accounts Watchlist rather than This Month? A quarterly client is requesting this as they view the Dashboard regularly and this would be extremely useful to them.
6 votes -
Reports & Invoices - Display ampersand (&) correctly
Many of my clients are partnerships and trade using the partners initials e.g. J & J Doe but on their reports it displays as %26 and on emails that they are sending with sales invoices, it displays as "& amp;" meaning that when I save reports or they send their invoices, this has to be changed. Having worked in a software house previously, I know that this is a programming issue and one that should have a relatively simple fix so can you please look at this.
17 votes -
Difference of Invoice template between Preview and PDF format
I have discovered that the invoices as they appear in the Preview button of an invoice only gives a preview of how the online invoice will display. This is therefore different from the PDF version of the invoice when it is downloaded as a PDF or sent to my clients. The PDF version looks a lot messier and looks far less professional. It was informed that, it is currently not possible to make the PDF version appear like the Preview version, or vice versa. I would like to know if anyone else has some ideas of how to align the…
20 votesHi everyone, recently we made a change to the Preview option in new invoicing. Now, when you select to 'Preview' in new invoicing this'll open a new browser tab with a view of the PDF of the invoice. This means you can also see how your invoice will look to the customer with a docx / advanced branding theme applied.
Our team are also doing more to look into how preview works and how your invoices look. We'll update again if there's more development to share.
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Invoice has been unmarked as sent.
New Invoicing: in the History & Notes, an invoice has been approved BUT NOT SENT, then when the invoice is edited, a history note says " Invoice has been unmarked as sent " This is definitely not true. The invoice was never sent at this point, it was never marked as sent or marked as unsent. Please fix this incorrect Note in the History.
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Reporting: Aged Payable Reports - Show invoice/contact record notes to report notes
Ability to show details on notes or comments from Invoices/Contact record to Aged Payable report.
Purpose: With notes and comments, users will have extra details with the debts that the suppliers/customers owned to users’ business
47 votes -
History & Notes | Include item for invoice Sent (Via email or E-Invoice)
The History and Notes in Advanced Settings does not include the action of Emailing (or Sending) an Invoice (or any other document), yet this action appears on the individual Invoice History.
12 votes -
Sales Invoices - Archive Paid Invoices when contact archived
When you look at the PAID invoices it shows years of invoices and would be nice if you could archive previous years. If a person is no longer affiliated with your company and they had previous invoices they cannot be archived but the person can be archived.
9 votes -
Invoice Reminders - Auto email Statements to customers
Ability to send an automatic statement to customer
Purpose: To prevent late payment from customer
635 votesHi everyone, we appreciate how automatically sending statements could improve cash flows, and save the manual efforts involved in this periodic task.
We recognise the importance of this functionality, and with a clear focus on decreasing the time it takes for our customers to receive payments, I’m pleased to share that this idea is now In discovery. 😊
While we can’t give any commitments to development yet, this is a good step in the right direction and we’ll be sure to update you on progress from the exploration here. Thanks!
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Reports - Show invoice number in GST F5 Return
When running the Transactions by box number tab of the GST F5 Return, the Invoice Number will not be shown if we have already entered a reference on the invoice.
If there is no reference entered, Xero will then show the Invoice Number under the 'Reference' column instead. Screenshot attached.
This makes it difficult to do checking as most users do use the reference when creating invoice but showing the reference usually does not have much significance to the accountant/bookkeeper who is doing the checks for GST submission.
We do hope that the Invoice Number column can also be shown…
20 votes -
Sales overview - View payment method in invoice list
Add payment method to the main screen
If a Payment Method was on the main Invoice Awaiting Payment screen, maybe next the sent icon this would make things so much easier, you can also see clearly who is on Direct Debit.
Thanks
26 votes -
Reconcile - Multiple invoices in different currencies paid in one payment
When you have two or more invoices in multiple currencies from the same payee, you are currently unable to reconcile them to one payment.
25 votes
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