1323 results found
-
Able to view more transactions on invoices waiting for payment.
We are a summer camp. We invoice each camper in advance. Sometimes we have a third party pay for several campers. When we can only view 200 unpaid invoices, we can't see all the invoices to apply a single payment to. We have over 700 invoices to look through, and can only see 200 at a time. When I look at the next page, it deselects the ones from the first page.
1 vote -
Edit payment options for a specific contact
It would be important to be able to edit the payment option available for a specific contact. Example: I have an international client that I would prefer if they did not get the option to pay their invoices with credit card. That would be useful to edit this within their contact settings so I don't have to manually change each of their invoices.
1 vote -
Allow for Bank Transfers between two different currency bank accounts via the Xero API
Allow for Bank Transfers between two different currency bank accounts via the Xero API.
This is a fundamental and common use case for bank transfers, and is available within the product, but not available within the Xero API. Please make this available to your API users and business partners.
https://developer.xero.com/documentation/api/accounting/banktransfers#:~:text=Note%20the%20following,in%20different%20currencies1 vote -
Entry for Payment on account BEFORE 31st July Uk
Ability to produce payment schedule that works with 31st July payment on account as DUE not already paid. When producing the return prior to 31st July.
The attached file was produced prior to 31st July. The POA has been amended to show the correct figure due 31st July.1 vote -
Locked Account in Chart of Accounts
For Advisors only: if a padlock is present on an account of the COA I would like the padlock to go to the bank rules so they can easily be redirected to the new account. For example, we set up Directors Loan accounts for each financial year. Each year we hae to add a new account too the COAs and reroute all of the rules. Painful!
1 vote -
Xero should add a filter option in Xero HQ to get a list of clients those who are paying wages.
Xero should add a filter option in Xero HQ to get a list of clients those who are paying wages.
1 vote -
delete employee
Ability to delete old employees to keep in line with Data Protection and be able to delete details after 7 years of leaving employment
1 vote -
Tronc pay item PAYE only - UK
Tronc pay item to be set up as PAYE applied only. Currently there are 2 options but one has PAYE and pension applied, the other has PAYE, NI and pension applied.
The standard Tronc set up is PAYE only, yet there is not pay item for this.1 vote -
Xero Central Topics - Adding a Video on Demonstration
Could it be possible to create a video to explain about the particular features of the Xero function in their respective page? I am trying to better understand visually on how to navigate and use a particular feature within Xero.
If not at the very least, link me back to the lesson where I can get on the feature in the Xero Advisor course? It would be helpful for me to revisit the topic.
1 vote -
NZ Payroll - we want team leaders to see information and manage leave just for their own teams.
Our clients want their team leaders to see information and manage leave just for their own teams. i.e. Don't want to give every team lead payroll admin re confidential information of other team leads/staff.
2 votes -
Changing personal tax code
ability to change tax code in self assessment. some clients have different tax codes to the standard. It would be helpful to be able to edit the tax code if you know this
1 vote -
XPM - Change dashboard
It would be great if we were able to design the XPM Dashboard with information that we require.
1 voteThanks for submitting your idea on Xero Product Idea's, Tracey. We appreciate you taking your time to share changes that would be most meaningful to you.
Out of interest is there any particular information that you would want to add here?
We'll start to track support your idea receives from the community.
-
XPM - Link multiple jobs to invoices
Being able to link several jobs with the one invoice raised in Xero blue. When issuing through Practice Ignition, it only allows you to allocate to one invoice in XPM. Moving the timesheets is clunky and inaccurate
1 voteThanks for sharing, we appreciate you taking your time to share changes that would be most meaningful to you, Narelle.
We get a sense of the community interest from support on your idea, here.
You can find out and stay updated with all Xero releases on Xero Central.
-
XPM - Clients show all jobs for groups they are a part of
When you go into a client and enter the jobs tab, there is no job for that client even though they are part of the group that there is a job for and that client is included within that job. The job only shows for the single client where the job is created.
The jobs tab already includes sections for active jobs and archived jobs. It should also show a section for jobs assigned to other clients within its group.
1 voteThanks for submitting your idea on Xero Product Idea's, Peter. We appreciate you taking your time to share changes that would be most meaningful to you.
We'll get a gauge and track support your idea receives from the community.
You can find out and stay updated with all Xero releases on Xero Central.
-
Income & Expenditure
The option to produce I&E only when creating final accounts through xero tax. We have clients who don't require a balance sheet so should have the option to switch it off
1 vote -
show detail for rounding transactions when clicking on it from account transactions
From the account transactions report for the Rounding account, clicking a transaction just loads the dashboard, it would be ideal if this took you to the transaction which includes the rounding adjustment, i.e. the detail for the reconciled bank statement line
1 vote -
XPM - Mandatory notes in timesheets for billable jobs.
Would like to see the ability to turn on mandatory notes for billable jobs rather than optional. Happy for this to be turned on/off at a practice level.
This will ensure that time is being recorded correctly against client jobs and making the team member accountable for time allocated.
This means no missing information and clients can be billed correctly.
1 vote -
XPM - Generate new client record via ATO Pre-fill Data
In many accounting software platforms, the established workflow for onboarding a new individual client and preparing their Income Tax Return leverages ATO pre-fill data efficiently.
This process typically involves:
- Adding the new client to the ATO portal.
- Downloading the pre-fill XML file directly from the ATO portal.
- Saving the downloaded XML file to a local directory.
- Commencing a new ITR within the software by importing this ATO pre-fill file. This crucial step often includes the ability to search for the new client by surname, create a necessary client reference and automatically populate the return with all available ATO data, thereby…
1 voteThanks for submitting your idea on Xero Product Idea's, Lina. We appreciate you taking your time to share changes that would be most meaningful to you.
Can see how this would help you work more efficiently. It's not something we have direct plans around right now, but we'll start to get a view of the interest from the community through your idea here.
-
AU Tax - Lodge early CTR for Substituted Accounting Periods
Being able to lodge an early CTR for companies with "Substituted Accounting Periods".
1 voteThanks for submitting your idea on Xero Product Idea's, Anthony. We'll start to track support in your idea from the community, here.
-
AU Tax - Allow CSV/XML Import into Returns from External Form Tools
Allow CSV/XML Import into Xero Tax Returns from External Form Tools
Please add the ability to import tax return data into Xero Tax from external tools like Content Snare using a structured CSV or XML—similar to ATO pre-fill.This would let us auto-fill returns from client forms, reduce manual entry, and speed up processing. A simple mapping template or import tool would make a big difference.
Thanks for considering!
1 voteThanks for submitting your idea on Xero Product Idea's. We appreciate you taking your time to share changes that would be most meaningful to you.
It'd be good to also understand the particular external systems/tools you're using that you're wanting to import from.
- Don't see your idea?