- or
No existing idea results
- ~ No ideas found ~
4650 results found
-
Shopify Integration - Confirm Daily payout settlements when importing
Subject: Request for Integration Enhancement of Xero and Shopify based on User Feedback
Dear Product Development Team,
Following my recent discussions with the Xero support team and research around user feedback on the issues I have experienced, I’d like to encourage relaying the integration feedback received from user experiences including my own, particularly regarding the timing differences between Shopify’s daily payout settlement and when the Xero integration pulls the data to create invoices. You can review some of this feedback through the following link: Shopify Xero Integration User Feedback: https://apps.shopify.com/xero/reviews?ratings%5B%5D=1
We’ve observed a gap in understanding the timing of these processes. I suggest working closely with Shopify to determine if there is a status flag for the daily rollup/payout that confirms it as settled for payment. This would help identify the optimal time to pull data via the integration into Xero. Additionally, validation checks could be implemented to ensure order numbers in the invoice match with the daily rollup, improving accuracy.
Currently, the setting up of a mock bank account known as a 'clearing account' to post Shopify invoice transactions serves as a workaround to monitor reconciliation by confirming a zero balance when payouts are matched with bank transfers. However, it seems this workaround is needed due to the transaction settling and timing differences with the Shopify > Xero data transfer. If the team can address the timing issue, I believe the user experience will improve significantly.
I hope this information helps the team troubleshoot and enhance the integration’s usability.
Best regards, Craig Jones-Stanley
Subject: Request for Integration Enhancement of Xero and Shopify based on User Feedback
Dear Product Development Team,
Following my recent discussions with the Xero support team and research around user feedback on the issues I have experienced, I’d like to encourage relaying the integration feedback received from user experiences including my own, particularly regarding the timing differences between Shopify’s daily payout settlement and when the Xero integration pulls the data to create invoices. You can review some of this feedback through the following link: Shopify Xero Integration User Feedback: https://apps.shopify.com/xero/reviews?ratings%5B%5D=1
We’ve observed a gap in understanding the timing of these…
1 vote -
Lock dates - Ability to add password protection
Dear Xero product team,
Please could we have an option to Password protect Lock Dates.
Where certain user can only unlok Lock dates i.e. Accountants or Subscriber
At the moment anyone can unlock the Lock dates which defeats the purpose of the Lock Dates.
149 votesWe appreciate the interest gathered on this idea, everyone. At this time we don't have any immediate changes planned for lock dates, but as we continue to develop parts of Xero this is something we'll consider as a possible enhancement for lock dates. If there's any news I'll be sure to update you here.
-
Quotes - Quote acceptance without marking as sent
I would like to see the ability to accept/decline a draft quote without having to mark as sent in the new quote. thank you
2 votes -
Reporting - Ability to create own report code structure
what about the possibility of practices creating their own report code structure? with infinite report codes capable of being added? to accommodate flexible reporting structures?
It is truly difficult to automate reporting where a practice does not control the chart structure. this is because clients often create new chart codes because their particular expense doesnt neatly fit the chart options available...so a new expense/revenue/etc account is added and then the report pack grows in size (with similar account types that really should be grouped for reporting) to the point where it is unusable...unless the practice manually maps into a "group" ongoing
what about the possibility of practices creating their own report code structure? with infinite report codes capable of being added? to accommodate flexible reporting structures?
It is truly difficult to automate reporting where a practice does not control the chart structure. this is because clients often create new chart codes because their particular expense doesnt neatly fit the chart options available...so a new expense/revenue/etc account is added and then the report pack grows in size (with similar account types that really should be grouped for reporting) to the point where it is unusable...unless the practice manually maps into a "group"…
200 votes -
New invoicing | History - Change the display to show all detail together
Please see attached doc re keeping some of old xero features in new xero
1 voteThanks for your feedback as well as sharing screenshots to show the differences and what would help you when using new invoicing.
Taking a look across these, the first around using a draft invoice as a template with only text in the description - this is currently possible, but may depend on how you are entering the information in your invoices. I'd recommend having a read of my update on this idea and joining if you'd like to receive updates.
We appreciate different users have different preferences to how they consume information and we'll track the interest in the layout of detail in History through your idea here. I've slightly changed the title of your idea, here. However just reflecting on your examples - all the information for the approved action as shown in your 'old xero' image, is the same detail as shown in the second note of your New Xero image.
Thanks for your feedback as well as sharing screenshots to show the differences and what would help you when using new invoicing.
Taking a look across these, the first around using a draft invoice as a template with only text in the description - this is currently possible, but may depend on how you are entering the information in your invoices. I'd recommend having a read of my update on this idea and joining if you'd like to receive updates.
We appreciate different users have different preferences to how they consume information and we'll track the interest in the layout of detail in History through your idea here. I've slightly changed the title of your idea, here. However just reflecting on your examples - all the information for the approved action as shown in your 'old xero' image, is the same detail as shown in the second note of your…
-
AU Payroll - Ability to obtain costings for timesheet categories
Ability to obtain a report on the actual costings on each timesheet category. Currently only able to report on the hours paid. Would be helpful to find out costing on each category. Presently have to manually calculate by multiplying hourly rate charge and hours (plus super).
1 vote -
Xero Expenses - Set a default mileage rate for reimbursement
Set a default mileage rate for reimbursement in Xero expenses
115 votesThanks for sharing and supporting the idea here, Community. We understand the needs and desire to set a default mileage rate for Xero expenses, however want to be upfront that this is not something we have plans for in the short term.
Our product team are staying close to the feedback, and will continue to review this idea, so if there's any changes planned we'll update you of this, here.
-
AU Payroll - View Activity account codes
Hi I need a detailed report like the Payroll transaction list report that also includes the account code the amount was posted too. I want to reconcile the journal posting to the Indvidual's so i can see who is incorrectly setup.
3 votes -
Bank Feed - Revolut personal accounts
Please please can we have a feed for personal revolut cards
3 votes -
Purchase orders - links existing bills to purchase orders
Please provide bills allocation to purchase order option. converting purchase order to bills is not that useful as we received multiple invoice from different suppliers. sometime some supplier send us wrong invoice and without P.O allocations to bills we were unable to catch that kind of mistakes. which result in wrong payment.
benefits of that option:
it will be easy to see if trade/supplier invoiced more than our purchase order (agreed price). as right now there is no way we can see that information in xero.
implementations way could be:
Purchase order should be zero after allocating bill to it or show balance amount (like credit note in bills right now shows zero balance) or something similar to it.
and bill should be zero after payment is made or allocated to that bill as it is already doing.Please provide bills allocation to purchase order option. converting purchase order to bills is not that useful as we received multiple invoice from different suppliers. sometime some supplier send us wrong invoice and without P.O allocations to bills we were unable to catch that kind of mistakes. which result in wrong payment.
benefits of that option:
it will be easy to see if trade/supplier invoiced more than our purchase order (agreed price). as right now there is no way we can see that information in xero.
implementations way could be:
Purchase order should be zero after allocating bill to it…
23 votes -
Sales - Calculate based on expected date and show totals like bills
Sales planned date like in bills to pay so we can select date invoice should be paid to us. Will help with overdue invoices and planning cash flow
1 voteHi Claire, you can add an expected payment date from the Awaiting payments list in Sales. Appreciate it's not quite possible from the individual invoice itself atm so have slightly updated the title of your idea here. If there's any plans of adding this here we'll let you know.
-
AU Payroll - Specify leave approver
Ability to specify a set approver for a specific employee for when they submit leave requests.
Employees who are nominated as a leave approver should only be able to approve leave for the specific employees who have them nominated as their approver.
Alternatively, employees who have the "Authorised to Approve Leave" checkbox ticked should only be able to approve leave by employees in the same Employee Group.
Only payroll admins should be able to approve leave for all employees.
339 votes -
Find and Recode - Ability to change the amount
Within the find and recode facility I would like the ability to change the amount posted. This can be particularly useful for repeating journals. For example, there could be a monthly release of a rent prepayment, where a rent review has been backdated several months and therefore the charge released needs adjusting historically. As it stands currently, each individual posting needs editing, rather than (say) being able to change 9 month's postings in one entry.
1 voteThanks for the detail in your idea here, Kevin. We don't have any plans to enable the changing of amount in Find & recode in the near term. We'll get a gauge a sense of the demand for this from community in your idea here.
-
Budgets - Order by GL account number
The ability to do budgets by GL account number. It's very perplexing this is not available today!
77 votes -
Invoices - Ability to manually mark multiple invoices as sent
The ability to mark any/all invoices as sent - even if using the copy/share function to send invoices to clients.
Not all invoices are sent via email. A tick/flick box to mark off any invoices that have actually been sent via the copy/share function would be handy. There could also be another box that would act as a reminder to follow up after 'X' amount of days if the invoice remained outstanding, in the same sort of format that follow-up emails are automatically sent for payment reminder.
18 votes -
Contacts - Add a Tracking Category in the Contacts Screen
When setting up a contact, it would be useful to be able to add a new tracking category directly in the contacts screen. If I forget to add a new tracking category to my existing list first and go to add a new contact then the tracking category isn't there. I then need to change menus in order to set up the tracking category and then go back and edit my contact to include it. I think it would be a good feature.
1 vote -
UK Payroll - Create leave policy
I want to be able to create a new leave policy but there is currently no functionality for this. The existing leave policies are limited and do not allow for leave to be loaded from a specific date, only the start anniversary or 1st Jan, or to be accrued gradually. I have some clients who set their leave from the first date of their financial year eg. 1st May each year. It would be useful to either have this leave policy loaded by Xero for provide the ability to create new leave policies.
3 votesThanks for sharing with us here, Aly. We recently released a change in UK payroll so leave will now accrue on the first day of your annual accrual method. You'll find my update on this idea. Would this be the same as what you're after here?
-
Xero Accounting app - Move favourite Tracking Categories to the top of the list
When adding bills in the app, I find myself searching for the same category over and over. On the desktop, a likely or previous category comes up automatically. That would be great in the app, too.
Failing that, it would be good if the list of categories contained frequently used categories first. I doubt anyone scrolls alphabetically, so it seems a useless feature to have.
1 vote -
Reconciliation - Xero subscription invoice to be added automatically to xero for reconciliation
This should be automatically added to your account, rather than having to save to Xero manually each month
620 votesHi everyone, leading on from my last update we have now released improvements to eInvoicing for those in the UK! With the latest change you'll now find we've made it easier for you to opt-in to receive your Xero subscription bill via eInvoicing. You can now do this from your online invoice (My Bills page) instead of through the Billing contact page. Helping save you time and reduce manual data entry every month.😁
We understand there are other regions that'd still like to see this functionality developed and we'll shift back to submitted and share when there is news of moving this further afield.
We also wanted to address the recent comment of data sharing - We'd like to confirm that Xero do not share data with Peppol.com. We use the Peppol network and the subscription invoices are sent using our wholly owned provider, Tickstar. -
UK Payroll - Activity Details report with a row per employee
A CSV/Excel file with headers Employee, Gross, Net, NI, giving essentially the same data as the Payroll Activity Details report, for a payrun, but in column format with one line per employee for ease of reference.
We have more than 30 employees and the Payroll Activity Details report is very long and cumbersome to reference.
8 votes
- Don't see your idea?