1367 results found
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Show attachments in the account transactions report
It would be nice to have an extra column in the account transactions to view the attachments linked to that specific transaction, it would be easier to check if the transaction was entered correct and also to download the attachment when needed... but opening each transaction to then click in the attachment button to load up the attachment is just mad... mainly when you have to do that almost everyday for load of companies dataset...
2 votesThanks for submitting your idea on Xero Product Idea's. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Xero Tax - detailed Return filters
The ability to identify different forms for monthly BAS and monthly IAS when setting up return filters to view statuses. Options for BAS (Business Activity Statements) and IAS (Instalment Activity Statements).
1 voteThanks for submitting your idea on Xero Product Idea's. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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BACK UP SYSTEM
Dear Xero,
Please consider the feature of a back up system.
I would like to see this feature implemented as it is a vital step to keep our data protected and safe. We sometimes need to be able to restore a file to a previous file for various reasons. We need to be able to keep a back up of data for business security purposes. We need to be able to back up our xero data for disaster recovery purposes.
Other accounting packages offer this service free of charge, and with the click of a button you are able to…
1 voteThanks for submitting your idea on Xero Product Idea's. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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delay send document pack
Document Pack - Allow time delay.
For example I want to finish the work now but dont want it sent to the client for another 2 days so can set a time to be sent out.1 voteThanks for submitting your idea on Xero Product Idea's. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Expenses and Projects
Expenses and Projects - We have received some complaints about the functionality of these apps from our clients. In order for us to be able to assist our clients, it would be useful if:
There was a way to see what the app looks like from a users point of view. e.g. a demo version of the app.
If xero showed clearly which expenses had been reconciled to the bank to avoid double ups.
If you could sort expenses by date/contact/amount under the 'ALL' tab.
3 votesThanks for submitting your idea on Xero Product Idea's. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Expenses and Projects - We have received some complaints about the functionality of these apps from our clients. In order for us to be able to assist our clients, it would be useful if there was a way to see what the app looks like from their point of view. e.g. a demo version.
2 votesThanks for submitting your idea on Xero Product Idea's. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Receipts - Invoice Only users to be able to access & send these
Administration staff that raise invoices & therefore have 'Invoice only' privileges also need to be able print/email receipts without need their access increased to 'Standard'.
This is to avoid those needing to send invoices having access to purchase information, bank accounts & balances.
1 voteThanks for submitting your idea on Xero Product Idea's. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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XPM Ability to notify user of a change to a job
When something on a job changes (e.g. information is received from a client) it would be good to be able to automatically notify the staff member the job is assigned to in some way.
1 voteThanks for submitting your idea on Xero Product Idea's. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Xero Tax fields in XPM to be importable and extended to UTRs for business tax clients.
Within XPM there are fields for individuals in the Tax section of Client with UTR and National Insurance number. It is not possible to import and upload to them, this would be useful as they then link to Xero Tax when filing a tax return. Currently we have them stored in a custom field as these weren't available originally. It would be good to be able to import all of our custom fields to the system's UTR and NINO fields.
There is also not a Tax section on Limited Company clients to add a UTR to. Companies need UTRs and…
1 voteThanks for submitting your idea on Xero Product Idea's. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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transaction list by separate GL
We are currently facing an issue with downloading transaction reports from Xero. Specifically, the reports do not display each transaction in separate lines based on individual General Ledger (GL) entries. For example, when an invoice is posted across multiple GL accounts, the report consolidates it into a single line, rather than showing each GL entry separately. This makes it difficult to analyze and segregate transactions by GL account. Similarly, journal entries are also presented in a single line, even when they involve multiple GL accounts. Ideally, each GL entry should appear on its own line to provide a more detailed…
1 voteThanks for submitting your idea on Xero Product Idea's. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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contact data import
Would be great to be able to import client contact setup data via xpm. Currently there is time and efficiency waste in having to first collect the contact data and then manually feed it into XPM to create the contact. If there was the ability to import the data (via a form or template) we could bring it straight in from the data collection process rather than double handling.
1 voteThanks for submitting your idea on Xero Product Idea's. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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bank feed
Bank feeds - where the transactions feed from the bank account directly into Xero, similar to how QBO does it.
1 voteThanks for submitting your idea on Xero Product Idea's. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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callback option
Xero to offer a "Callback" option to discuss over the phone clients challenges and having the possibility to see their screen.
This will allow clients to resolve issues much faster than by going through Xero Central or finding videos on the internet that sometimes not exist.
1 voteThanks for submitting your idea on Xero Product Idea's. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Enhanced Date Range Menu for all Reports
Implement a new drop-down menu for "Date range" that provides a comprehensive, itemised list of common time periods rather than selecting the date range from a pre-populated calendar, very time consuming especially for accountants.
Problem: The current date range selection for reports is not fully itemised.
Proposed Solution: Add a drop-down menu with a comprehensive, itemised list of date ranges. This menu should include options for:
Financial Year: Last financial year (e.g., 01/07/2024 to 30/06/2025) , This financial year to date , This financial year.
Financial Quarter: This financial quarter to date , This financial quarter , Last financial quarter…
1 voteThanks for submitting your idea on Xero Product Idea's. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Edit sales tax amounts manually
I would like to be able to edit the sales tax amounts. Sometimes there is no tax on some items and tax on others so the simplified tax calculation creates an inaccurate tax amount.
2 votesHi 👋 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.
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UK Xero Tax - BADR £1m lifetime allowance automatic cap
Automatic BADR lifetime allowance £1m application.
At present for a gain of over £1m you need to enter two transactions, one with a £1m gain to apply BADR, and the remainder to be charged at 20% (24/25).
It would be much better if the system knew the lifetime allowance and applied it only up to the limit.
At present if you put the whole transaction to BADR it will apply 10% to more than £1m which is incorrect.
1 voteThanks for letting us know where you can see areas for improvement to Xero Tax (UK), we appreciate you bringing this to our attention.
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NZ Tax - Notification when there is overdistribution of income types in an IR6
When making distributions to beneficiaries, we are able to distribute more than the income type recorded i.e. if there is $1,000 of interest income you can distribute $10,000 of interest income to a beneficiary if there are other types of income and it doesn't put the total at keypoint 21B in the return to a negative figure. It would be helpful if the over distribution of interest was picked up by the audit check.
1 voteThanks for sharing your idea, Barbie.
Great to hear how we could improve NZ Tax for your practice.
We've reviewed your idea and now it's up to the community to get behind and support it. Along with votes, other members can comment to share additional detail about how your idea could improve their experience with Xero.
We'll share if there are any updates.
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offer a built-in setting to make project selection mandatory for Expenses/Mileages claims
Offer a built-in setting to make project selection mandatory for Expenses/Mileages claims
1 voteHi 👋 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.
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AU Tax - Rollover IT8
Rollover from previous tax year includes IT8 Number of independent children.
1 voteThanks for sharing, Peter. We'll get a gauge of the interest from community in this from your idea here.
If there are any plans made we'll share an update through the idea here.
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Hubdoc - Warning if supplier bank account in Xero is different
Hubdoc could read bank accounts and a warning pop up if they differ from that in Xero.
4 votesThanks for sharing your idea, Claire.
We'll track the interest for a warning if the supplier bank account in Hubdoc if the this differs to Xero, here.
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