25 results found
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More specific categories for industries in the dental sector
Currently the list of Dental related industries does not accurately reflect the reality. It would be useful if there were categories for :
Dental Associate
Dental Practice
Dental Therapist
Dental Hygienist
Dentist (employed)25 votesHello, Seb. We appreciate you submitting your idea. To ensure it can be properly considered, we'll need a bit more detail. Providing additional context will help the community vote on your suggestion and allow us to pass it on to the appropriate product team for review.
If you'd like to update your idea, you can reply to this update and we'll re-review - See more details on the qualities of a good idea on Xero Central.
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Practice Manager - Make WIP Ledger Write On Amount available in the API
It would be ideal if the "Write On Amount" fields in WIP Ledger reporting within XPM are made available in the API. We leverage multiple systems that need to tack together a formula to measure write offs using the available fields in the API, or cannot include Write On information, so is often inaccurate.
6 votesHi all, we thank you for sharing feedback with us on how we could improve Xero for your needs. For API requests we have a dedicated community with experts that can keep you update on any changes for this.
I've had a quick search here but it doesn't look like we have a requests specifically for writing on the WIP ledger.
While we'll close your idea as feedback in the forums here please do feel free to start one for this there.
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XPM - Export Estimated Billing Details and WIP via API
Can you please allow Estimated Billing dollar amounts and WIP data to be accessed by third party approved apps.
We have FYI Docs connected and they integrate with Xero Job Manager. They can only show WIP on jobs as time amounts not dollar values. Seeing actual WIP in hours is pretty much useless.
This is critical for our practice as we use FYI Docs Job Manager. We currently have to also have a excel document running along side it that needs manual updating so we can view Estimated Billable amounts on jobs compared to the budget.
6 votesThanks for sharing your feedback with us here, however API requests are best shared via our dedicated community forums for this, here.
It looks like we have one idea around exposing the WIP that you're welcome to add your vote to if you feel this is specific enough for your needs here, otherwise please feel free to create a new one.
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Group details update - sync to other programs
When using the group address update, for example, it does not register as a change to all group entities and thus does not push the change for all entities across to integrated programs (such as Xero and HowNow). It is only the individually changed client that gets updated. Can this be fixed so the group update also registers as an update for the rest of the group entities?
5 votesHi Zoe, if you have integrated your Practice Manager with other external apps it would be best to connect with the app providers directly to see if this is something they would consider extending their integration to accommodate.
Many applications have built and designed their integration with Xero themselves and would be the best to approach about what their integration can provide and if there are any changes you'd like to see to it.
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Xero HQ - Use API for Document Packs
Would be great to have ability to GET document packs stored in Xero HQ so the files can be also hosted externally in other document systems (Suite Files, FYI, SharePoint, Google Drive etc).
4 votesThanks for sharing how we could improve Xero for your needs. We actually have a dedicated developer community for API requests that I'd recommend sharing this through.
There we have experts that can keep you updated of any changes that may serve your needs.
Taking a quick look I couldn't see one for what you're after here but welcome to start a new one.
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general ledger opening balances
General Ledger Detail - Opening Balances - The Option in More..allows you to tick the box to include Opening and Closing Balances, but when the report runs it does not show the opening balances. Please fix this up.
3 votesSorry to hear the troubles you're running into here, Lois, and apologies we've not responded sooner.
If something isn't working as you'd expect it to, like the opening balances not appearing on the report, it's best looked into with a closer lens.
If you're still experiencing this behaviour, please raise a case with our Xero Support team on Xero Central and our specialists can investigate with you 1-1.
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Settings - Allow UUID in all URLs
The 3.1 version of the API only gives UUIDs instead of numeric IDs. I would like to see all URLs on the website accept either UUID or numeric ID. This already seems to be partially supported, but I would like to see full parity with numeric IDs and UUIDs.
E.g. When viewing a client, the url is:
https://practicemanager.xero.com/Client/{NUMERIC_ID}/Detail
but the website will handle a uuid here too
https://practicemanager.xero.com/Client/{UUID}/DetailSimilarly for a job
https://app.practicemanager.xero.com/job/jobview.aspx?id={NUMERIC_ID}
https://app.practicemanager.xero.com/job/jobview.aspx?uuid={UUID}But unfortunately viewing a group is only possible with numeric ID
https://practicemanager.xero.com/Group/{NUMERIC_ID}/Members
but not as
https://practicemanager.xero.com/Group/{UUID}/MembersGiven that using the XPM API v3.1, you ONLY…
3 votesHi team, though we appreciate your feedback about Xero, we actually have a dedicated developer community forum where requests around the API are best shared.
In these forums we have experts that can review and keep you updated of any improvements to Xero's API that could serve your needs. Thanks
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Fix invoicing page
Fix the generate invoice page so that it ceases to jump/shift when trying to input data. It is the only page that does this. I am assuming that this occurred when Xero "fixed" classic invoicing.
Don't just fix it for your users, fix it for yourselves. You deserve a better product to sell. Stop wasting money on an advertising budget and spend it on having a polished/ finished product that will then sell itself.
2 votesSorry to hear the troubles you're running into here,NIcholas . Since you're experiencing performance issues, or something isn't working as you'd expect it to, it's best looked into with a closer lens. Please raise a case with our Xero Support team on Xero Central and our specialists can investigate with you 1-1. Thanks!
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gst export
GST transactions (in GST Return) - The description is now the payment supplier or customer instead of the description on the invoice or transaction. And the links are now going to the payment or payment batch rather than to the invoice so then you need to look for the invoice you are trying to verify. Can the link please be the actual invoice being paid?
2 votesSorry it's taken so long for us to engage through your idea here, Alanna. What you've described would be best looked into by our specialists at Xero Support so we can confirm the expected behaviour versus what you're experiencing. If not already, please do get in touch with our Xero Support team about this via Xero Central.
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Printing invoice
Customize the invoice template according to the need of the organization. On the template over the setting it should give the possibility for adding extra rubrics or fields that it will appear in the invoice as a separate section and just not adding in the "Description" field. Especially when we have to use two currencies and the exchange rate. And also when print the invoice out it doesn't as on the print preview.
2 votesWe'll need some more detail for your post to be considered as an idea here, wirtgen. This will help others in community know what they're voting for, and ensure we can get your idea to the right people in product for consideration.
You can edit your idea on the site here, then reply to this update and we'll re-review - See more details on the qualities of a good idea on Xero Central.
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Income by contact Detailed report!
Income by contact Detailed report! to show all invoices, itemised that are on
2 votesHi Oliver, as Kelly mentioned it appears that your idea was cut off. We'll need some more detail for your post to be considered as an idea here. This will help others in community know what they're voting for, and ensure we can get your idea to the right people in product for consideration.
If you'd like to update your idea, you can reply to this update and we'll re-review - See more details on the qualities of a good idea on Xero Central. 🙂
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Transitional profits split
When entering transitional profits that were calculated in the 2023/24 year and are to be spread evenly over 5 years, Xero Tax produces an error saying the 2024/25 claim must be at least 25% of the remainder to be spread. This is not correct.
1 voteHi, sorry to hear the troubles you're running into here.
If you're experiencing performance issues, or some thing isn't working as you'd expect it to, it's best looked into with a closer lens. Please raise a case with our Xero Support team on Xero Central and our specialists can investigate with you 1-1. Thanks!
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set up guide
When I set up a new ledger only client it takes too long for the menu options to appear after doing set up. It stays in set up guide for too long. Why is this? I try logging in and out to no change. When we set up a GL file for a client, to create a set of EOY financials we just want to get on the with the job. Not be waiting for our menu to start work to appear.
1 voteSorry to hear the troubles you're running into here, Janet. If you're experiencing performance issues, or some thing isn't working as you'd expect it to, it's best looked into with a closer lens. Please raise a case with our Xero Support team on Xero Central and our specialists can investigate with you 1-1. Thanks!
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UK Tax - Expatriate Tax
Does Xero have Expat Module ?
Expat Employments: Handles multiple foreign employment records with tailored backing schedules.
Foreign Earnings: Supports detailed reporting and tax treatment of income earned abroad.
Residence & Domicile: Includes tools to assess UK tax residency and domicile status.
Arising vs Remittance Basis: Helps determine and apply the correct basis of taxation for foreign income.
Foreign Tax Relief: Calculates relief for taxes paid overseas, ensuring compliance and accuracy
1 voteHave you connected with our specialists at Xero Support on this Furqan? If not, I'd recommend raising a case where we can get more detail of your businesses needs and see if Xero is the right fit for your business.
You can discuss about the Xero Tax feature that you are looking for and our specialists will be able to assist more on this. We do have multicurrency capabilities, and a Xero Payroll product in some regions, or you can look to integrate with a third-party provider.
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New dashboard
More changes! I have had a look at the prototype, so I'm not just reacting for the sake of it - will there be an option to keep what we have, at least for a while, or will this be forced on us like other changes?
1 voteAppreciate your feedback, Lorraine and great to hear you've had a review of the prototype.
We want to be upfront that this new navigation and homepage will be coming to all users overtime. However if there are any aspects that you see could be improved for your use please do share by voting and adding ideas for this in the forums here.
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jobs column
Could you please add Jobs in the column selection for when looking at a suppliers transactions.
1 voteThanks for your suggestion, Pearl! To help others in the community understand and support your idea—and to make sure we can pass it on to the right team—we’ll need a bit more detail about what you're suggesting. If you'd like to update your idea, you can reply to this update and we'll re-review - See more details on the qualities of a good idea on Xero Central.
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PRODUCT IDEA FORUMS FOR ACCOUNTANTS/BOOKKEEPERS & SMALL BUS - hard to use
These forums are not user friendly for searching/viewing ideas, voting or seeing what has actually been actioned. The number of Submitted Ideas far outweighs the number that are viewed or even actioned which is frustrating for users who take the time to make suggestions that are practical and would improve user experience
Take a look at MYOB Community Forum for a better experience
https://community.myob.com/category/accountright
https://community.myob.com/discussions/myobconnect/ideas-exchange-july-summary/8989021 voteThanks for your feedback, Karen. Not sure if you've seen but we recently made a change to the lifecycle for Xero Product Ideas - You can find more detail about this change from our blog.
Atm, we're in the process of reviewing all previously submitted ideas on the forum so there is a bit of a backlog that we're going through to move ideas to one of the new statuses.
Additionally as part if this change we are taking a more active role to archive old ideas (this includes ideas that may have been marked as completed or not in pipeline more than 2 years ago)
We're always considering how we can improve the ways our customers share feedback and do have a close eye on other community forums when considering what we do next. Thanks again for sharing with us here.
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Data Tagging
Xero has limits in data tagging, making it hard to extract raw data for dashboards. As data tools like Power BI grow, we see Xero as a base layer and need better tagging or add-ons to support deeper data analysis.
1 voteHi Giselle, from the sounds of your post here you're referring to the ability to extract data from Xero in a systematic way and possibly through the use of integrations?
API and ideas related to the backend of Xero are best homed on our Developer Community idea forums where we have experts that can best review and keep you updated of any changes that could serve your needs.
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Parolla
Parolla is a brillant tool for Irish VAT. I would ask if there is anyone interested in Parolla VAT RTD? This tool would save so much time during vat returns, that is something I would ask you to take a look and see if it's doable.
1 voteHi Beatriz, Thanks for sharing your feedback about Parolla. We've passed it on to our product teams for review.
However, as this does not meet one or more of the qualities of an idea votes and comments have been turned off.
You're welcome to edit your post and reply to this update if you'd like us to take another look.
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OneDrive connected to Practice Manager
Can we please get OneDrive connected to Practice Manager for upload of documents please, we can upload them but cannot access them in XPM
1 voteHi Darena, generally integrations are best to engage the app provider on as they would need to make a change to an existing integration they're built with Xero.
You can also share integrations or changes to what Xero allows via integrations through our Developer community, you'll find our forums for this across here.
- Don't see your idea?