4819 results found
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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…
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…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…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 -
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…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…
1 vote -
Billable Expenses - Retain tax treatment from original Bill on Invoice
When adding bills with mixed GST/GST-free items to an invoice as a single line, please preserve the tax attributions (proportions) of the items in the billable expense.
Example: If I want to invoice a billable expense to a client from a purchase made at Coles Supermarket, the expense will contain some items that attract GST and others that do not.
These are correctly recorded in the bill (spend money transaction), but when this bill is added to an invoice as a single line, the GST/GST-free portions of the bill are lost. (And tax is applied to the total…
3 votes -
Demo Company - Clear ALL, don't reset, optional data reload and cloning
This idea has been raised again and again but XERO isn't listening!!!
The demo company is a great idea, but it makes no sense to automatically reload all the "duff" data every 30 days.
It's VERY simple to achieve a very useful and flexible feature, by....
1) Be able to clear all the data in the Demo Company
2) Make the 30 day reload of useless data optional
3) Enable cloning of an existing organisationWe need to be able to test imports, features etc. and be able to return the "demo company" to EMPTY and if required to restore…
19 votes -
Xero Support - Change how 24/7 support is advertised
Xero advertises 24/7 support. My idea is that this representation is amended to reflect what support is actually offered.
Xero state that you can "Contact Xero for free and unlimited 24/7 customer support". To most people, the meaning of this representation is that you can communicate in real time with someone from Xero who can help. This is not the case.
The advertising claim should reflect that, while you can request support at any time, you will only get that support when Xero staff have the time to provide it, based on their triage system.
If you believe I'm being…
7 votes -
Contact record: suppliers and customers list by page
On the Suppliers list, if you want to get to the next page you need to scroll down to the bottom of that page. Could there be a next page toggle at the top of the page as well as the bottom. This also is applicable to Customers.
3 votes -
Bank Feeds - Country Bank (US)
Add Country Bank to supported banks.
1 voteThanks for sharing, Barry. We'll start to get a feel of the interest for this bank from your idea here.
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Reports - Re-order columns and rows using cut & paste
Instead of dragging rows and columns (which takes forever when you have long reports), can you implement a cut and paste instead?
1 vote -
Profit & Loss - Show dividends/distribution/Income tax after net profit
Standard layout, which is the one that clients generate and use to check their profits, shows dividends paid, Income tax expense or distributions. This makes the client very confused as these are not part of the operating expenses. Clients do not need to know how to edit or prepare a new layout to take these expenses out. Also, we as accountants can't customize P&L for each of our clients.
This needs to be address urgently.
77 votes -
Reports | Budget Variance - Add line highlight
As someone who is colour blind, I find the Budget Variance Arrows are similar / same colour which makes viewing budget variance at a glance a challenge.
It would be great to have an option to have lines highlighted a colour if above/below budget instead. Even better if this colour option was customisable.
5 votes
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