For small businesses

4717 results found

1. New Invoicing - Option to switch Autosave off (Attempt #5)

   Dear Xero Team: I will continue to open new threads on this until you re-open comments on the initial thread

   Well, give that the Xero product team is tone-deaf and didn't listen to more than 437+ users who voted for this, refused to make any changes at all, and then closed comments - guess it's time to open a new thread!

   Hilariously - the latest update was that Xero "improved the processing speed" - Oh, wonderful! So now my invoices will autosave incorrectly even faster! What a joy...

   Original thread: https://productideas.xero.com/forums/939198-for-small-businesses/suggestions/47696732-new-invoicing-option-to-switch-autosave-off

   All we ask is for the option to disable this feature. That's all. It's really not a big ask and would make things monumentally a better experience.

   Dear Xero Team: I will continue to open new threads on this until you re-open comments on the initial thread

   Well, give that the Xero product team is tone-deaf and didn't listen to more than 437+ users who voted for this, refused to make any changes at all, and then closed comments - guess it's time to open a new thread!

   Hilariously - the latest update was that Xero "improved the processing speed" - Oh, wonderful! So now my invoices will autosave incorrectly even faster! What a joy...

   Original thread: https://productideas.xero.com/forums/939198-for-small-businesses/suggestions/47696732-new-invoicing-option-to-switch-autosave-off

   All we ask is for… more

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   Idea review  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi 👋 your idea is being looked into by our Community team. We will be in touch soon to update you once your idea has been reviewed.

2. New invoicing - Keep the send button

   On the classic invoicing there is a send button at the top by email, print pdf etc that you can use to send to another xero customer. This feature is no longer on the new invoicing version. It would be good to have the send button back

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   2 comments  ·  Business features  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi Samantha, when referring to send would this be the 'Email' button in classic?

   If so this is actually still available in new invoicing, you'll find the option in the 3 dot menu at the top of the page 🙂

3. NZ Payroll - Ability to add a description field to pay template deductions

   Will it be possible to have "description field" in the Deduction field of the Pay template? That can be changed or updated directly on the pay template. For example, to add the ending date for staff loan deductions.

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   1 comment  ·  Payroll  ·  delete…  ·  Admin →
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   Idea review  ·  AdminGeorgia Clarke (Admin, Xero) responded

   Hi Denise 👋 We've found another idea that actually looks similar to what you've requested. If you agree, let us know and we can merge your idea into this one to gather support for the idea in the one place.

4. NZ Payroll - Ability to enter balance reducing deductions for all deduction and employment types

   Work and Income deduction as a reducing balance under statutory deduction. Work and Income have provided a total amount and a weekly amount to be paid there needs to be a function added to provide the reducing balance, this function is available in other statutory deductions.

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   submitted  ·  14 comments  ·  Payroll  ·  delete…  ·  Admin →
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5. Invoicing - Allow blank lines to make groups of invoice lines

   It would be great to be able to group certain lines of an invoice together (for example by adding some spacing between groups), to make long invoices more readable and logically coherent.

   It used to be possible to add spacing on the Classic invoicing page by pressing Enter a few times on the description field, but this no longer works on the New invoicing.

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   38 comments  ·  Business features  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi team, thanks for sharing detail of the value in this idea in the ways you invoice.

   We've just released a new line item grid in invoicing which includes the ability to manually add blank rows and shift these to where you're like them placed in your invoice.

   That said, I want to be transparent in how this works - When you save your invoice any blank lines will be removed. So, if you'd like blank lines to help break your invoice into sections, you'll need to enter a character in the Description field of the blank line. Even a full stop '.' or dash '-' would suffice. 

6. Payroll - New Timesheets, view in alphabetical order.

   The new timesheet - it would be great if the names can be in alphabetical order. Like they were on the previous version.

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   submitted  ·  1 comment  ·  Payroll  ·  delete…  ·  Admin →
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7. Invoicing - Update contact with email used when sending

   Under the old invoicing, when an invoice was emailed to a client for the first time, the email address used for that first invoice automatically populated the Contact card's email address at the time the invoice was sent.
   This meant that if the invoice was unpaid, the reminder would be able to go to the same person who received the invoice.
   However the new invoicing doesn't automatically populate the Contact's email address.
   This means an extra step is needed to ensure the Contact card is updated.
   If this step isn't taken, then the automated reminders don't go out.
   Automation is the key to productivity. Having this process change with the new-look invoicing will either create a missing step in our debt collection process or create extra work to fix the missing step.

   Under the old invoicing, when an invoice was emailed to a client for the first time, the email address used for that first invoice automatically populated the Contact card's email address at the time the invoice was sent.
   This meant that if the invoice was unpaid, the reminder would be able to go to the same person who received the invoice.
   However the new invoicing doesn't automatically populate the Contact's email address.
   This means an extra step is needed to ensure the Contact card is updated.
   If this step isn't taken, then the automated reminders don't go… more

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   4 comments  ·  Business features  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi Jo, interesting one here as some users would like the contact to be update but also others that wouldn't. It'll be good to get a sense of users that would like to see the contact record updated with the email used when sending from your idea here.

   No plans to change this behaviour at present but we'll share if there's any news.

8. Invoice Reminder - Templates to apply to specific customers

   Invoice reminders are currently "all or nothing". I dont want to chase my good clients with automated messages from Xero becuse it upsets them but I do want some of my clients to have auto reminders about invoices about to become due and invoices overdue, those who generally are bad payers. In the same way we have email and invoice templates can we have invoice reminder templates and when we raise an invoice be prompted to apply a reminder template (or not). Or can the template for reminders be part of the customer financial details, in the way we can default which project tracking new invoices are assigned can we have an invoice reminder ie none, 3 days, 7 days etc

   Invoice reminders are currently "all or nothing". I dont want to chase my good clients with automated messages from Xero becuse it upsets them but I do want some of my clients to have auto reminders about invoices about to become due and invoices overdue, those who generally are bad payers. In the same way we have email and invoice templates can we have invoice reminder templates and when we raise an invoice be prompted to apply a reminder template (or not). Or can the template for reminders be part of the customer financial details, in the… more

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   submitted  ·  0 comments  ·  Contacts & communication  ·  delete…  ·  Admin →
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9. Organisation settings - Change base currency

   It is remarkably convoluted to change the base currency even when no transactions have been posted. It only seems to be possible by cancelling the subscription and starting again. I rely on clients purchasing the software and it is not unknown for them to enter an incorrect base currency. I have used other systems where changing the base currency is very quick and easy. I suggest you make this a little easier.

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   submitted  ·  6 comments  ·  Settings & user roles  ·  delete…  ·  Admin →
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10. New Invoicing - Alert if the contact has available credit

    In the "classic invoicing" interface an alert is displayed at the bottom of approved invoices when the contact being invoiced has existing credit that can potentially be applied to the new invoice. This is a very important feature and strangely it's missing from the new invoicing interface. With the "classic invoicing" now being officially retired this basic feature must definitely carry over to the new invoicing interface.

    Without this alert, every time we create an invoice we would need to manually check if the contact has previous credit with us, which makes the process unnecessarily inefficient and unpleasant.

    115 votes

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    10 comments  ·  Business features  ·  delete…  ·  Admin →
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    under review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, we appreciate all the feedback you've shared on how we can improve new invoicing for your needs.

    In relation to the alert of available credit as raised in this idea, we've identified there are a few situations for Invoice only users where the available credit pop up isn't being shown. This is something we have plans to fix, and while I can't give a specific date on the idea here, we want you to know this is important to us and I'll keep you updated on progress here.

11. Payroll - Add pay run comparative to prior pay run

    When processing payroll, be able to see a comparative between current pay run and previous pay run before completion/filing to identify any discrepancies.

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    submitted  ·  5 comments  ·  Payroll  ·  delete…  ·  Admin →
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12. Organisation settings - Setting to remove data 7+ years old

    In NZ we are required by law to keep 7 years of records for the IRD (tax department). I make a point of destroying old financial records that are older than 7 years. Xero doesn't have a mechanism to purge old data. I see in my Xero I full record including invoices, supplier invoices and financial data back to Jan 2014.

    I would like to see a system whereby old data was completely wiped, and summary starting figures created for the purged data period, say as at the start of each tax year, for me 1 April 2018 so that the Xero calculations etc still worked.

    This would be summary data like opening balances, exactly the same as if you started Xero transferring from a different financial management system.

    Surely this is good for Xero too, because as the years tick by, your storage today contains everyone's old data, even though by law I am not required to hold financial records older than 7 years.

    That also ticks the green box by reducing storage which equals less electricity and resources consumed, holding on to attachments and data that clients like me don't want to keep and legally are not required to do so.

    In NZ we are required by law to keep 7 years of records for the IRD (tax department). I make a point of destroying old financial records that are older than 7 years. Xero doesn't have a mechanism to purge old data. I see in my Xero I full record including invoices, supplier invoices and financial data back to Jan 2014.

    I would like to see a system whereby old data was completely wiped, and summary starting figures created for the purged data period, say as at the start of each tax year, for me 1 April 2018 so that… more

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    0 comments  ·  Accounting features  ·  delete…  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Appreciate why you'd like to remove older data from your org after a long period, Steven. Generally we don't want to be touching our customers data, and this isn't something we have plans for implementing. However, we'll get a sense of the interest from others in this here, for our product teams to consider.

    Right now, if you'd like to remove older data there are a couple of options;

    • You could start a new organisation from the date you'd like to keep records from, setting up the organisation with conversion balances from that date. You could also export and import information from the old org to the new one.
    • Change the conversion balances in your existing org and remove older data prior to this date

13. Online/Offline synching, to enter data when no internet connection.

    Offline/Online Syncing Xero Accounting Desktop Program which allows for Backup?
    When you dont have internet connection and you need to keep the staff working, obviously the file is not distributed to the cloud, but when the computer gets internet access it Syncs all of its data with the cloud. Xero, when internet connection is lost, you could still use all the same functionality, then once it gets online then it Syncs all the information with the cloud.
    What does everyone think?

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    1 comment  ·  Settings & user roles  ·  delete…  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Appreciate wanting to enable staff to keep working when your internets down.

    As multiple people can work within a Xero organisation, we'd also have to consider the implications this could have if multiple people were working on the same items at once and how this data would sync when back online.

    Being open it's not something we have plans for but we'll start to track the interest in your idea here.

14. Bank Reconcile- Allow editing of one line item of a batch deposit

    Currently there is the inability to edit one payment in a batch deposit that was created from the Reconcile screen without dismantling the entire batch (with Unreconcile, and then Remove and Redo). If the batch Deposit is created from the Invoice screen and one line item needs adjusting, we have and option to Edit Batch. This allows for removing one line item of the batch but preserves the remainder of the batch (less the removed line item). Please add the Edit Batch function to batch deposits created in the Reconcile screen too! It is a big pain point when you are wanting to adjust one thing and have to redo an entire batch that may include 10 or 20 or 30 or 50 other payments!

    Currently there is the inability to edit one payment in a batch deposit that was created from the Reconcile screen without dismantling the entire batch (with Unreconcile, and then Remove and Redo). If the batch Deposit is created from the Invoice screen and one line item needs adjusting, we have and option to Edit Batch. This allows for removing one line item of the batch but preserves the remainder of the batch (less the removed line item). Please add the Edit Batch function to batch deposits created in the Reconcile screen too! It is a big pain point when… more

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    submitted  ·  5 comments  ·  Business features  ·  delete…  ·  Admin →
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15. AU Payroll - ECEC worker retention grant

    Hello, can Xero please create new pay items to enable correct processing and payment of the ECEC Worker Retention Grant in Australia.

    8 votes

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    submitted  ·  2 comments  ·  Payroll  ·  delete…  ·  Admin →
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16. E-invoice - New e-invoice notification

    e-invoicing notification

    It would be great if we could get some kind of notification when an e-invoice was received into draft. Without going into our process, not knowing when a e-invoice was received will cause delays in processing as well as paying it.

    24 votes

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    submitted  ·  6 comments  ·  Business features  ·  delete…  ·  Admin →
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17. NZ GST - New GST return layout

    New GST return layout and a few thoughts around it :-
    1) when you export the PDF, the file name only shows as eg, GST return 01022024 for a GST return for period ending 31 March 2024. Why can't it show the client's company name, GST return followed by Period end date?
    2) when you try to export the PDF with accounting firm logo - it doesn't seem to work and who has "minutes" to wait for it to download?
    3? The body of the report is now in landscape which if the client were to print would take way more paper.

    New GST return layout and a few thoughts around it :-
    1) when you export the PDF, the file name only shows as eg, GST return 01022024 for a GST return for period ending 31 March 2024. Why can't it show the client's company name, GST return followed by Period end date?
    2) when you try to export the PDF with accounting firm logo - it doesn't seem to work and who has "minutes" to wait for it to download?
    3? The body of the report is now in landscape which if the client were to print would… more

    42 votes

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    28 comments  ·  Accounting features  ·  delete…  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we appreciate all your feedback on the new GST return and while I've made sure your feedback has been shared with product, we're going to close this idea being too broad to focus in on a particular change.

    We've created individual ideas for the following points raised as it'd be good to track the interest in each separately. Please do add your vote to each that you'd like to see.

    • NZ GST - Export customised return
    • NZ GST - Compact export (landscape v portrait)
    • NZ GST - Move File with IR to top of page
    • NZ GST - Styling PDF export

    I'd also encourage raising a case with our specialists at Xero Support if you're having any issues with performance or usability as it'd be good to get more detail and our team can investigate.

18. NZ payroll - Create a shared Calendar

    Integration of all employee leave taken with a shared calendar in outlook or calendar in Xero itself that everyone can view to see who is on leave and when.

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    0 comments  ·  Payroll  ·  delete…  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, appreciate your interest in a shared calendar for Payroll in NZ. With payroll products being worked on quite separately we have split this idea out from this one, so we can track the interest for this in each product and keep you updated.

    Being open this isn't something we have immediate plans for in NZ payroll, however we're keen to continue to track the interest and can keep you updated if there are any developments.

19. New Fixed Assets - Access for AU organisations that use pooling

    Ability for AU orgs that use pooling in Fixed Assets to access the new Fixed Assets experience and make use of features like being able to attach a file to an asset.

    9 votes

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    submitted  ·  3 comments  ·  Accounting features  ·  delete…  ·  Admin →
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20. User role selection

    Will it be possible to select multiple option for a user instead of select only one option?

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    1 comment  ·  Settings & user roles  ·  delete…  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks Jay, so just to confirm are you saying you would want to give users access to just quotes and invoice, as well as reports and bank accounts?

    Appreciate there are lots of different subsets of permissions our customers would like to see. Understanding the feature sets will help our product teams understanding.