4810 results found
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Subscription - Read only data access for cancelled subscriptions
Can the data be access in a read-only mode for cancelled subscriptions?
Often historic data has to be referred to but once a subscription is cancelled, you are no longer able to view any of the data.
To differentiate between active and cancelled subscriptions the company can be marked in red.6 votes -
NZ GST - Include Payment due date on finalised/filed
Where have the GST due dates gone from the new GST Return layout?
Also would it be viable for Xero to default no GST for transactions up to a certain date considering some businesses are registered from any point during a month.
6 votes -
GST - Ability to transfer refund to an associated tax payer
We would like the ability to transfer a GST refund to another tax payer. It can be done if we file online at IR and we would like Xero's GST return to file automatically with this feature. We have associated groups and have refunds that we want to offset against another tax payers GST to pay.
15 votes -
Expenses | Navigation - Hold filters when processing expense claims
Currently, when filtering expenses by name, the settings reset to default each time an expense is opened and closed.
Please update it so that the filter settings remain active, eliminating the need to reapply them for each expense viewed.
Also, please add a date filter setting
3 votes -
Bills - View file attachments on a separate browser tab
I work with 2 screens - when entering a bill it would be really useful to be able to view the xero transaction on one screen and view the attachment on the second screen. Currently the bills sometimes have such small print you have to really zoom in and move around the screen to be able to read it. I am aware you can open it as a separate document, but this wastes as much time trying to zoom etc. Many people now work with 2 screens so I think this would be a really useful function.
2 votes -
Aged Receivables - Include credit limit
We would like to see the credit limits included in the Aged Receivables Details, as well as in the Summary. This way, when we are working with detailed reports, it will be easy to see if a customer has exceeded their limit without having to run a separate report.
The amount could be placed as an extra column on the total amount of each client in the report.9 votes -
Stripe - Sync products from xero to stripe
I would like to use Mailerlite with stripe and xero to sell my products. When I log into stripe my products catalogue is empty. I need my products in stripe to be able to use the Mailerlite landing page to sell my products
1 vote -
UK VAT - View multiple unsubmitted VAT returns
We should be able to prepare and view future VAT returns where there are multiple unsubmitted returns. Ie. able to prepare multiple VAT returns for client approval at once. Currently, they have to be prepared and submitted before the next quarter's return is visible.
2 votesHi, grateful for your engagement here community.
Just a quick update that this idea is open for voting and comments from the wider community - please share your thoughts on how this would help you. We'll keep an eye on the support for this idea here.
In the mean time, you may wish to use the “Looking to see VAT transactions for your own date range” option to run off reports for each return period, and then calculate the VAT from this report.
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Accept Lightning Payments
Xero can currently accept online payments however most methods have quite large fees and can result in chargebacks. BTC lightning payments have lower fees (almost nothing) and no chargeback risk. The ability to offer customers this would be great.
There are a few SDK's to implement end-to-end lightning payments that are apparently pretty good such as this one:
https://breez.technology/sdk/1 vote -
New Invoicing - Selecting Print to trigger autosave
Packing Slips need to print what is on screen. Xero how about you create a rule to check what is in the Packing Slip fields and make sure what is going to print also matches. Don't expect the users to have to check what they are printing actually comes out of the printer correctly.
This is the response I got from my Trouble Ticket on this issue today, which suggests the users "wait a few moments to allow the auto save to complete."
New invoicing is very frustrating, why should we have to wait for something that works perfectly well…2 votes -
Invoicing - Undo/revert to previous version of an invoice
Create an undo or revert option for edits made to invoices. We can already see the history of changes made to an invoice, so why can't there be a option to undo or revert to a previous revision of the invoice?
25 votes -
New Invoicing - View Exchange Rate Used
It’s not possible to view the original invoice exchange rate in New Invoicing. New invoicing only shows the current exchange rate. I have to revert to classic invoicing to see what rate was used when posting the invoice.
5 votes -
Xero Tax software for Canada
Sometimes small buisnees is exactly that - a small business without the need for a robust accounting software, but with the requirement for annual online tax filing ability. Effective 2024 all Canadian corporations, with very few execptions, are required to file their corporate tax online.
My understanding is Xero offers this option to UK Accountants & Partners only - not to small businesses.
I suggest this option be made available to the small business that make up most of the country's enterprises. The Canadian government has decreed the online filing method is required from 2024. There are many accounitng programs,…
1 vote -
Inventory - Option to set future price for items from a specific date
ABILITY TO AUTOMATICALLY CHANGE ITEM PRICE ON A SPECIFIC DATE
Obviously item prices vary and when we give customers notice of a price change, sometimes this is months in advance. Now I know I could add a note to the item, but seriously, this would mean checking the notes for every item which would become very tiresome + time consuming.
I would like the ability to be able to go into a line item and be able to change the price of the item on a specific date, so that it when that date comes the item price has automatically…1 vote -
Expenses - Create from PDF files
Allow submission of PDF expenses. We frequently see invoices paid on expenses in small businesses that come in by email as PDFs but need to be printed and photographed to upload the expense.
1 vote -
Projects - Monthly invoicing against time spent on fixed price tasks
We use the project and task options for all our projects.
Each of our tasks within individual project folders have fixed prices. These fixed prices are often of a substantial amount, with projects scheduled to run up to and at times over a year.
We invoice each task/project for time spent each month till the project is completed.
I would like to have the option to invoice against time spent at the end of each month on each fixed price tasks within each project.
This is currently proving to be a nightmare with options for invoicing time spent only being…1 vote -
GoCardless - GoCardless as a Bank Feed
As the old 'GoCardless for Xero' integration is no longer being developed.
And the new 'GCiX' GoCardless as a payment service integration is even less functional.
Stripe, Paypal, Tyro and eWay all have bank feeds.
We need a functional bank feed for GoCardless.
33 votesHey everyone, thanks for all the support and engagement on this idea.
To be transparent with you all, building a dedicated bank feed for GoCardless isn't something we have in our plans right now.
While we don't have a direct bank feed for GoCardless, we still want to make sure you can easily reconcile these payments in Xero - When your customer pays, Xero automatically reconciles the individual invoice payments and fees in a dedicated GoCardless clearing account. You'll then just need to manually reconcile the bank transfer when the payout from GoCardless arrives in your bank account.
We’ll be sure to post an update here if our plans change.
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Contact | Branding to be applied for all transaction types
Ensure that the branding theme that is assigned to a customer is used to send POs, statements, credit notes, quotes etc ... not just invoices.
5 votes -
Xero Me - Upload timesheet templates OR apply default template
Hi,
Our employees work standard hours each day, but in addition to this there are often additional items on their timesheets, such as overtime, trip and overnight stay bonuses.
The use of timesheet templates simplifies this process by automating the inputting of their standard hours, though due to the remote nature of their work timesheets are being submitted through the mobile application which does not allow the uploading of templates.
Can the ability to upload templates be added to the mobile app or a default template be added when creating a new timesheet?
6 votes -
Access levels
Would like to be able to add users with only access to invoicing, without them seeing any other part of Xero. This would be a huge benefit so I can have team members invoice customers without seeing company financials.
3 votesIs there something about the Invoice Only + Sales user role that doesn't fit what you're after in this, David?
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